Rebecca Perez

An entrepreneurial, enthusiastic, and client-focused team member is the “human face” of Housecall Pro. Great communicator who enjoys working in a high-velocity sales and support environment, and is extremely customer focused. Excited at the prospect of supporting our newly enrolled customers; also have the ability to listen, understand their needs, handle objections, instill confidence, resell value and coach/train to get new customers on track to success. My objective is to deliver a fantastic customer experience and maximize customer retention, with a focus on those customers that need a little extra help getting up and running.

• Provided administrative support , coordinated calendars, and managed communications with clients
• Deliver administrative and secretarial support of departments, field phone inquiries, and schedule appointments and consultations
• Volunteered to help with special projects of varying to implement best practices and protocols.
• Surpassed team goals by partnering with colleagues o implement best practices and protocols.

• Deliver administrative and secretarial support of departments, field phone inquiries, and schedule appointments and consultations
• Provided administrative support to, coordinated executive calendars, and managed communications with clients
• Served as the point of contact for client accounts resolved account issues, and identified solutions to customer needs
• Provided administrative support to senior leadership, which included managing calendars, coordinating agendas, and mitigating scheduling conflicts
• Fielded phone inquiries from customers, documented client issues, and escalated issues to management teams and appropriate departments

Informed customers about special promotions and

provided detailed information for various products.

Maintained customer satisfaction with forward-

thinking strategies focused on addressing customer needs and resolving concerns.

Offered advice and assistance to customers, paying

attention to special needs or wants.

Developed and actualized customer service

initiatives to decrease wait times.

Onboarded new employees with training and new

hire documentation.

Monitored budgeting, forecasting, expenditures and

performance for accounts.

Reconciled accounts and reviewed expense data,

net worth, and assets.

Documented cash, credit, fixed assets, accrued

expenses, and line of credit transactions.

Completed daily cash functions like account

tracking, payroll and wage allocations, budgeting,

donating, and cash, and banking reconciliations.

Maximized performance by monitoring daily

activities and mentoring team members.

Cross-trained existing employees to maximize team

agility and performance.

Maintained professional, organized, and safe

environment for employees and patrons.

Resolved staff member conflicts, actively listening to

concerns and finding appropriate middle ground.

Onboarded new employees with training and new

hire documentation.

Accomplished multiple tasks within established

timeframes.

Monitored and analyzed business performance to

identify areas of improvement and make necessary

adjustments.

Developed and implemented business strategies to

achieve business goals and stay competitive.