Client Service Representative
- Managed client accounts by providing accurate data entry services.
- Created detailed notes in customer profiles to keep track of conversations and requests.
- Researched solutions using available resources including internal databases and external sources.
- Performed administrative tasks such as filing documents and responding to emails.
- Conducted regular reviews of existing processes and procedures and suggest improvements when necessary.
- Identified areas of improvement in the existing accounting system and recommended changes accordingly.
- Handled accounting operations such as updating journal entries, pursuing collections and reconciling accounts.
- Generated leads through outbound calls, emails, and social media outreach.
- Developed presentations, proposals, and other materials to support the sales process.
- Followed up regularly with potential customers throughout the sales cycle.
- Monitored competitor activity within assigned territory or sector.
- Performed cold calling activities to generate new business opportunities.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.