Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Carina Upshaw

Orange,CA

Summary

Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Detail-oriented team player with strong organizational skills. Able to handle multiple projects simultaneously with a high degree of accuracy due to excellent time management and problem-solving skills.

Overview

4
4
years of professional experience

Work History

Documents Specialist

Optima Tax Relief LLC
03.2023 - Current
  • Maintains organized and efficient document flows by using excellent planning and multitasking skills.
  • Provides assistance with inbound and outbound document processes, document sorting, logging and work order creation.
  • Works with internal staff to process documents and sent for closing.
  • Converts documents from one application to another.
  • Works with internal team members to remedy issues with preemptive solutions.
  • Collaborates across departments and levels of management to gain consensus on procedural documentation.

Wellness Membership Advisor

Elements Massage
06.2022 - 12.2022
  • Processed and uploaded all client health and consent paperwork prior to entering their massage session with the utmost privacy and care.
  • Built rapport with new clients and maintained those relationships to encourage sales and ensure member retention.
  • Consistently exceeded new sales growth quotas for studio memberships.
  • Promoted high level of customer satisfaction using strong relationship-building skills, consistent follow-up and prompt issue resolution.
  • Helped customers navigate choices between services with support for questions such as terms, pricing, and availability.
  • Contacted customers and prospects to generate new business to achieve company growth goals.

Sales Associate

Perspire Sauna Studio
11.2021 - 06.2022
  • Assessed customer needs and utilized suggestive selling techniques to drive sales.
  • Worked with management to further develop effective sales strategies and train franchisees opening their own studios.
  • Provided positive first impressions to welcome existing, new, and potential customers.
  • Engaged with customers to effectively build rapport and lasting relationships.
  • Listened to customer needs and desires to identify and recommend optimal products.
  • Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.

TTRPG Project Manager

Chance Encounters RPG
07.2019 - Current
  • Identifies plans and resources required to meet project goals and objectives.
  • Monitors project progress, identified risks and took corrective action as needed.
  • Schedules and facilitated meetings between project members to discuss deliverables, schedules and conflicts.
  • Tracks project and team member performance closely to quickly intervene in mistakes or delays.
  • Analyzes project performance data to identify areas of improvement.

Education

High School Diploma -

Saint Mary's College High School
Berkeley, CA

Skills

  • Microsoft Office & Google Suite
  • Client Documentation Processing & Management
  • Sales Expertise
  • Client Rapport-Building
  • Verbal and Written Communication
  • Telephone Skills
  • PC Proficiency
  • Social Media Moderating
  • Customer Support & Conflict Management
  • Social Perceptiveness
  • Multitasking Skills

Languages

Spanish
Limited Working
Japanese
Limited Working

Timeline

Documents Specialist

Optima Tax Relief LLC
03.2023 - Current

Wellness Membership Advisor

Elements Massage
06.2022 - 12.2022

Sales Associate

Perspire Sauna Studio
11.2021 - 06.2022

TTRPG Project Manager

Chance Encounters RPG
07.2019 - Current

High School Diploma -

Saint Mary's College High School

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Carina Upshaw