Summary
Overview
Work History
Skills
Websites
Timeline
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Richard Perkins

Houston

Summary

As a CX Advocate at BILL, I offer exceptional support to customers on the spend and expense management platform, with expertise in product features, customer satisfaction, and retention. Previously, at Gopuff, I excelled in coaching, communication, problem-solving, and adapting to different systems. I gained valuable experience in hospitality and supply operations. I am a fast learner, self-motivated, passionate about providing excellent service, and always seeking growth opportunities.

Overview

4
4
years of professional experience

Work History

Sr. Customer ExperienceAgent-Spend & Expense

BILL
03.2024 - Current
  • Provide accounting integration support from BPO and internal Spend & Expense team
  • Assist other departments in S&E handoff channel
  • Respond to customer calls, assess needs, and offer proactive solutions
  • Document customer interactions in system
  • Deliver exceptional customer service
  • Handle inbound and outbound calls, addressing inquiries and providing basic troubleshooting
  • Resolve customer integration issues
  • Participate in pilot program.

CX Advocate-Spend and Expense

BILL
11.2022 - 03.2024
  • Answered inbound calls from customers
  • Quickly assessed customers' needs and proactively provided solutions
  • Documents details of customer interaction into system while on the phone
  • Provide superior customer service while handling inbound calls
  • Provided customer service for inbound and outbound calls, answered questions and provided basic troubleshooting assistance
  • Handled and resolved integration issues the customer had.

DS Team Coach (Assistant Manager)

Gopuff
04.2022 - 10.2022
  • Conduct bi-weekly 1-on-1's for up to 20 team members
  • Conduct weekly QA's on team members productivity
  • Coach team members on their productivity
  • Monitor Team Members Daily, weekly, and monthly productivity
  • Attend weekly meetings to go over team productivity.

Driver Onboarding Specialist

Gopuff
11.2021 - 04.2022
  • Provide excellent customer support via email
  • Resolve Delivery Partners' inquiries regarding onboarding, accounts, pay, checks, and deliveries
  • Ensure consistent support and prompt issue resolution
  • Master various systems and become a knowledgeable resource.

Sr. Operations Associate

Gopuff
05.2020 - 11.2021
  • Receive products from vendors, match counts with purchase order, resolve discrepancies
  • Pick and pack items for customer orders, ensure accuracy, stage orders in bin locations
  • Clean and organize warehouse, conduct cycle counts, promptly re-shelve canceled orders
  • Manage waste and spoilage with FIFO practices.

Skills

  • QuickBooks Online
  • Quickbooks Desktop
  • Sage Intacct
  • Customer Service
  • Time Management
  • Team Management

Timeline

Sr. Customer ExperienceAgent-Spend & Expense

BILL
03.2024 - Current

CX Advocate-Spend and Expense

BILL
11.2022 - 03.2024

DS Team Coach (Assistant Manager)

Gopuff
04.2022 - 10.2022

Driver Onboarding Specialist

Gopuff
11.2021 - 04.2022

Sr. Operations Associate

Gopuff
05.2020 - 11.2021
Richard Perkins