Wenda Todd

Key Responsibilities.

Answer inbound calls from customers, service providers, and stores to provide installation job support.

Manage outbound tasks and make outbound calls to customers, providers, stores, and vendors in order to provide updates or gather job information.

Conduct initial contact with customers and service providers to provide centralized contact information and job expectations in order to verify project scope and ensure alignment.

Ensure projects are scheduled within the SLA by the service provider, and provide confirmation to the customer.

In coordination with stores and customers, arrange product delivery to ensure that work can begin on time.

Ensure all required compliance documents related to permits and Lead Safe Practices are uploaded in the appropriate system.

Manage and resolve work order issues (post-project completion), including assessment of related costs, and the potential for service provider and/or vendor chargebacks.

Submit accurate and thorough documentation of all interactions related to the project in appropriate technology tools (i.e., Installation Management System, myRedVest, and Salesforce).

Practice active listening skills with customers, service providers, stores, and vendors in order to deliver an excellent customer experience and promote team collaboration.

Deliver consistent service by referring to and executing defined processes, and providing feedback that will enhance current processes.

Drive for results by consistently achieving goals and completing tasks and activities on time.

Build effective relationships with others by organizing information, sharing information with coworkers, and leaders, and seeking performance feedback.

Adapt to a fast-paced environment with evolving process enhancements.

Complete assigned training courses, participate in team meetings.

• I worked as a remote tax preparer, assisting clients with the preparation with their tax returns. Provided clients with exceptional customer service. Exceptional interpersonal and communication skills, both verbal and written.

• As a Tax Preparer I was responsible for the preparation of personal Income Tax returns as well as business returns. Proactively network and market business to establish client base.

• Answering phones, scheduling Uhaul rentals, scheduling appointments, auto sales, cash handling, processing payments.

• In charge of handling the front end of the store, troubleshooting, cash handling, answering phones and safe deposits.

• Tax Preparation services, answering phones, scheduling appointments, filing and bookkeeping.