Customer/Technical/Sales Support Associate

Utilized Salesforce to record and manage leads, update customer information, and document interactions to ensure accurate reference for other agents. Also generated and tracked tickets or case IDs through Salesforce to support efficient issue resolution and customer follow-up.

Delivered multichannel support (phone, chat, email) to small businesses and accountants. Handled account discrepancies, order issues, refunds, and escalations with professionalism. Provided technical support for login issues, bank reconciliations, and recording customer and supplier invoices. Maintained accurate client records to support compliance and follow-up procedures.

Proactively made outbound calls and sent emails to accountants and accounting firms, assisting them with data entry and system utilization. Qualified accountants to match product offerings with client needs. Collaborated with account managers for seamless customer handoffs and relationship management

Provided comprehensive account and customer support, including data entry and troubleshooting concerns such as recording customer and supplier invoices, performing bank reconciliations, and generating financial reports. Monitored bank transactions and managed inventory using QuickBooks Online to ensure accuracy and operational efficiency.

Supported clients through multiple support channels using Zendesk, including phone, email, and chat, to resolve inquiries, process requests, and ensure a seamless customer experience.

Assisted small businesses in managing financial data using QuickBooks Online and addressed troubleshooting concerns with empathy and understanding through chat support.

Supported small business clients in managing and maintaining accurate financial data using QuickBooks Online. Resolved technical and account-related concerns via chat with empathy and professionalism to ensure client satisfaction.

As a Sales Support professional, I qualify and engage small businesses and accounting firms, understanding their pain points to recommend the most suitable Intuit QuickBooks plans. I ensure clients maximize the value of QuickBooks while supporting efficient sales processing and seamless account management

Scheduled and facilitated onboarding and product demonstration sessions for accountants and accounting firms via Zoom and Microsoft Teams. Ensured they fully optimized Intuit QuickBooks to effectively manage both their own and their clients’ financial records, enabling successful client onboarding and improved operational efficiency.