Naic, Calabarzon, Philippines
• Manage CRM workflows and lead databases in Airtable, supporting lead research and contact management. • Design and maintain Notion-based task dashboards, improving operational visibility and accountability. • Build and maintain Zapier automations connecting Calendly and Airtable, supporting lead intake and notifying the client for Kajabi updates. • Extract, format, and organize AI-powered call summaries from Fathom AI, streamlining follow-ups and documentation. • Provide administrative and CRM support, ensuring data accuracy and process efficiency across the client’s workflows.
- Managed product listings, order processing, and shipment tracking on Shopify. - Generated sales reports and handled customer inquiries, improving response times. - Optimized store operations using Google Sheets for inventory and data tracking.
- Sourced high-quality leads using Apollo and Hunter.io, achieving 99%+ data entry accuracy in CRM systems and Google Sheets for client databases. - Conducted vendor research and cleaned client data, streamlining outreach processes with LinkedIn and Clearbit. - Supported remote teams with administrative coordination, managing schedules and tasks via Trello and Google Calendar. - Delivered multitasking under tight deadlines, ensuring error-free data and timely project updates.
- Updated booking records and tracked schedules with real-time team coordination, maintaining data accuracy in Google Sheets. - Provided customer support via email and chat, resolving inquiries with clear English communication in fast-paced settings. - Assisted with delivery follow-ups, ensuring seamless client experiences and accurate logs.
- Monitored and managed live chats, ensuring quality control and accurate record-keeping in CRM systems. - Delivered timely communication support in English, maintaining professionalism in high-pressure environments. - Supported platform operations with administrative tasks, enhancing user experience through efficient moderation.