Bogota, D.C., Capital District, Colombia
Bilingual Intake Specialist and Virtual Assistant with 5+ years of experience delivering administrative, client-facing, and documentation support in high-volume environments. Strong communicator with a focus on detail, organization, and cross-functional collaboration. 🛠 Core Competencies °Customer Support (B2C & B2B) °Virtual Executive Assistance °Calendar & Email Management °CRM Systems: HubSpot, Salesforce, Pipedrive, Freshdesk °Documentation Translation & Compliance °Bilingual Communication (Spanish/English) °Inbound/Outbound Call Management °Billing, Travel Arrangements, Lead Nurturing
Ensure meticulous review of documentation to uphold compliance with the company's legal standards ● Performed translation of CRM documentation, including maintaining accuracy and clarity in all translated materials and supporting seamless team communication ● Review, translate, and research documentation in the CRM to ensure it complies with the company's legal terms
Follow up on the Potential Leads. Outbound calls and emails.Scheduled and managed appointments for the attorneys, keeping their agenda, giving case updates, and providing simultaneous translation services with Spanish-speaking clients ● Provided simultaneous translation for Spanish-speaking clients while also performing as a virtual assistant ● Handled outbound/inbound calls and email correspondence and effectively nurtured potential leads ● Performed follow-ups of potential leads while attending inbound calls and emails. ● Compilation of relevant documentation for client cases.
Advise Merchants in the United States, Virgin Islands, and Puerto Rico on transactional reporting and management of their merchant accounts. Manage sales of credit card machine software and hardware, B2B Sales. CRM service ticket tracking, interpretation, and translation for customers on calls. Essential technical support of merchant data phones. Basic technical support of merchant data phones.