Reganion Resureccion

1. Payment Gateway Support (Authorize.Net) 2. Shopify Store Management 3. ShipStation Management & Order Fulfillment Support 4. Email Automation Setup & Maintenance (CRM Administrator) 5. Slack Workflow Automation 6. Systems Integration & Process Optimization

Customer Service

• Monitored email to promptly collect and respond to complaints.
• Analyzed customer feedback to identify patterns, initiating changes to service offerings based on collective insights.
• Kept detailed records of customer interactions for future reference.
• Scheduled new product deliveries.
• Provided information on after-sales services for comprehensive support.
• Served as point of escalation for complex customer issues, capturing timely resolution to drive client retention

SDR & Lead Generation

Prospecting & Outreach

• Identify and research potential customers using tools like LinkedIn, CRM, or sales databases & Conduct outbound calls, emails, or social touches to initiate contact.

Appointment Setting

• Book meetings or product demos for Account Executives (AEs) or Sales Managers.
• Ensure handoff is smooth and context is well-documented.
• Market Research & Targeting
  Analyze markets to identify ideal customer profiles (ICP) and buyer personas.
  Segment data based on industry, geography, and company size.
• Data Collection & Enrichment
  Gather contact info (emails, phone numbers, job titles) using tools like Apollo, ZoomInfo, or LinkedIn.
  Enrich lead data to support tailored outreach.

Back-End Support

• Monitor and troubleshoot transactions, failed payments, and API issues.
• Handle merchant account configurations, recurring billing setup, and fraud filters.
• Assist with integration issues between the payment gateway and websites or platforms.
• Manage product uploads, inventory, and pricing updates in the Shopify admin.
• Set up and maintain discount codes, shipping settings, and payment methods.
• Resolve backend issues like checkout errors, third-party app bugs, or theme glitches.
• Set up and manage shipping rules, carrier integrations, and label printing.
• Troubleshoot issues with order syncing, fulfillment delays, or tracking updates.
• Monitor order flow across platforms (e.g., Shopify, Ship Station & Bushel)
• Create and manage automated email sequences (e.g., order confirmations, shipping updates, abandoned cart reminders).
• Work with platforms like Hubspot, Mailchimp & Zapier.
• Monitor deliverability, open rates, and perform A/B testing for optimization.
• Build custom Slack workflows using tools like Zapier, or Slack’s native Workflow Builder.
• Automate alerts for new orders, shipping issues, or customer inquiries.
• Set up channel notifications based on events from Shopify, ShipStation, or CRM tools.
• Ensure smooth integration between ShipStation, email platforms, Slack, and other business systems (e.g., CRM or ERP).
• Create automated workflows to reduce manual tasks (e.g., tagging high-priority orders, notifying teams instantly).

• Marketing management & Client Support Specialist works as a liaison with licensed agents, to provide exceptional service to current and new clients. Performs routine and moderately complex clerical, administrative and support functions within our MGA/Brokerage insurance office. Processes and completes insurance proposals, binders, invoices, policies, endorsements within our company management system. Processes client correspondence including new submission applications, proposals, binders, invoices, policies, and endorsements. Independently supports the Client Service Advisor team by completing additional tasks as needed, including but not limited to inspection report processing, subjectivity or additional information follow-ups, and policy audit reviews. Organize and work with detailed records maintaining updated files for each client. Research leads based on provided criteria. Call and email leads to determine interest in Millers Insurance Group products, and gather information needed to provide a quote. Submit and track proposal requests to insurance partners. Enter and maintain lead and customer records in the Zoho One CRM. Other duties may be assigned to meet business needs.

• Manages & coordinates strategic partnerships with physician specialties with their list of duties. Coordinates schedules of medical appointments with both patients, medical assistants and medical practitioners. Performs outbound calls and answers inbound calls of patients and physicians. Provides administrative support to medical assistants.

• Market Research Analyst/Business Development Representative. Made high volume of sales calls per day exceeding company outbound call targets. Handled and quickly resolved customer issues regarding product sales and customer service. Handled customer complaints professionally and politely, resolving issues with favourable solutions. Recorded details from customer communications on CRM. Handles full sales cycle from research to initial pitch and post-sales concerns.

• Handles Inbound & Outbound Calls for Card Services (Commercial Banking). Replaces Cards, Handles Disputes & Merchant Reconciliations. Handles customers payments through ACH, Money Orders, Electronic Checks. Prepares necessary due diligence including material preparations, qualifying documentations, and completion of guidelines in each insurance applications of businesses. Acts as point of contact of clients include verifying business addresses, preparing policy documentation under GL, Business Auto, Property, Workers Compensation and other related policy coverage. Coordinates with Investors for policy guidelines updates and financial document reviews. Resolves Escalations, Billing, and other ROI inquiries. Scheduled meetings and telephone conferences between clients and management. Responded to client enquiries in a timely and professional manner. Maintained an accurate record of existing and prospective clients.