Danielle Castillo

• Greets clients and manages appointments in Salesforce during tax season.
• Answers phone calls and assists with paperwork, ensuring a smooth check-in process.
• Ensures all client needs are met during service both in person, over the phone or virtually.
• Other duties as assigned.

• Customer Service & Quality Assurance: Conducts mystery shopping evaluations online and in-person at restaurants and retail stores to assess customer service quality.
• AI Training: Uses audio prompts to help improve AI speech and voice recognition.
• Merchandising: Performs retail merchandising resets and visual merchandising to optimize product placement and improve in-store customer experience.
• Property Inspections & Audits: Conducts property inspections for insurance purposes and retail audits to ensure brand compliance and operational efficiency.
• Market Research: Completes competitor research to gather insights on market trends and consumer behavior.

• Conducted market research to identify potential business opportunities and emerging trends.
• Assisted in developing strategic partnerships to enhance company growth initiatives.
• Supported the sales team by preparing presentations and marketing materials for client meetings.
• Analyzed competitor activities to inform business development strategies and tactics.

Completing Bachelor's degree.

• Monitored inventory levels and kept adequate stock on the sales floor.
• Completed store resets for special promotions and seasonal updates.
• Inspected merchandise for quality and arranged proper display on the sales floor.
• Collaborated with store managers to devise store layouts to establish aesthetic appeal.

• Maintained the checkout area and ensured promotional displays were up to date.
• Assisted with store operations, including restocking shelves and merchandising.
• Promoted store credit card and reward programs to enhance customer loyalty and sales.
• Maintained an accurate drawer and balance at the end of each shift.