Summary
Overview
Work History
Skills
Work Preference
Work Availability
Quote
Languages
Websites
Timeline
BusinessAnalyst
Cait Lopez

Cait Lopez

Summary

Organized and detail-oriented professional with over 10 years of experience in customer service and account relations. Demonstrated ability to handle a high volume of customers while maintaining exceptional communication and multitasking skills. Proficient in accurately documenting details and managing time effectively. Adept at understanding client needs and solving complex problems to deliver effective solutions.

Overview

12
12
years of professional experience

Work History

Clinical Research Panelist

Esteé Lauder
Melville, NY
06.2020 - Current
  • Adhered to good clinical practices, operating procedures and regulatory requirements.
  • Conducted all activities according to defined project-specific quality and performance standards.
  • Performed pre-study site evaluations, site initiations, interim monitoring and study close-out visits while collecting regulatory documentation.

Account Manager

Incentient
Jericho, NY
10.2018 - 11.2019
  • Developed relationships with resort and hotel clients whilst providing individualized customer service to maintain longevity of accounts.
  • Communicated with clients via email, phone, online training presentations, and screen-share.
  • Ensured client satisfaction by actively resolving customer requested edits, comments and concerns.
  • Created, guided and executed new projects through development, quality assurance and design to point of completion.
  • Supported management by reporting equipment abnormalities for corrective action.
  • Documented conversations with customers to track requests, problems and solutions via the Jira platform.

Customer Service Representative

Marijuanadoctors.Com
Plainview, NY
01.2016 - 06.2018
  • Dealt with a high volume phone line system, at least 8 lines at a time.
  • Provided patients with information about medical legalities in their state and assisted with booking appointments with a certified Dr. in their area.
  • Input information for patient pre-qualification profiles.
  • Responsible for onboarding Doctors in medically legal states and creating their profiles.
  • Recipient of multiple positive reviews acknowledging dedication to excellent customer service.
  • Cold called thousands of patients on wait lists in not yet medically legal states to follow up and make them aware of changes/upcoming votes in their state.
  • Guided patients through applying with the state for their medical card and setting up appointments for a nearby dispensary.

Warranty Service Representative

Ingenious Designs
Ronkonkoma, NY
07.2012 - 01.2016
  • Precisely calculated refunds, and adjustments.
  • Managed a large volume of claims on a daily basis.
  • Documented internal processes and support procedures and compiled all information for use in new hire training.
  • Answered questions regarding product materials and instructions to educate customers.
  • Sorted and labeled replacements in preparation for shipment.
  • Informed customers of their product warranty and guided them through the process if eligible for replacement.

Skills

  • Excellent communication
  • Customer relations
  • Jira platform
  • Microsoft Office
  • Issue resolution
  • Order Processing
  • Attention to detail
  • Energetic work attitude
  • WordPress
  • Reliability
  • Organizational Skills
  • Relationship Building

Work Preference

Work Type

Full Time

Work Location

On-SiteRemoteHybrid

Important To Me

Work-life balanceCareer advancementCompany CultureHealthcare benefitsWork from home optionPaid time off401k matchPaid sick leave

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

Don’t believe everything you think.
Byron Katie

Languages

English
Native language

Timeline

Clinical Research Panelist

Esteé Lauder
06.2020 - Current

Account Manager

Incentient
10.2018 - 11.2019

Customer Service Representative

Marijuanadoctors.Com
01.2016 - 06.2018

Warranty Service Representative

Ingenious Designs
07.2012 - 01.2016
Cait Lopez