Santiago Estrada Galvez

Intake Specialist | Customer Advocate | Virtual Assistant | Customer Representative

Manizales, Caldas, Colombia

About

I have a solid background in customer service, excel in tasks such as scheduling, follow-ups, warm/cold calls, customer advocacy, managing files, classifying documents, and drafting requests for company and customer success. I bring a wealth of experience in creating seamless customer interactions, from appointment coordination to addressing customer concerns effectively. My remote work experience has equipped me with the skills to thrive in a virtual environment, allowing me to perform all required duties efficiently. I am adept at managing various tasks, consistently delivering results that drive company excellence. Additionally, my native Spanish proficiency enables me to communicate seamlessly with Latin American customers.

Experience

  • Virtually CALM, LLC (Remote)
    • Virtual Administrative Telehealth Specialist
      Apr 2026 - Present · 4 mos

    • Intake Specialist
      Mar 2026 - Present · 5 mos

  • Intake Specialist at Alonso & Alonso Attorneys at Law, PLLC
    Oct 2024 - Mar 2026 · 1 yr 6 mos

  • Intake Specialist at Proner & Proner
    Aug 2024 - Oct 2024 · 3 mos

  • Intake Specialist / Admin Assistant at The Gillman Immigration Law Firm
    Feb 2024 - Jul 2024 · 6 mos

    Invoice and Payment Management: Handled invoices, payments, and client information updates. Case Preparation: Gathered information to build strong cases and supported sales department duties. CRM Utilization: Utilized MyCase, Lawmatics and Slack for efficient case management. Legal Client Intake: Ensured prompt accessibility of documentation for attorneys. Client Communication: Maintained clear communication with clients via calls, emails, and SMS. Retainer Agreements: Created and managed retainer agreements. Document Management: Maintained and organized client documentation efficiently.

  • Technical Support Representative at SharkNinja
    Jan 2023 - Dec 2023 · 1 yr

    Customer Support: Provided exceptional service, resolving inquiries, tracking orders, and scheduling appointments. Sales and Technical Assistance: Assisted in sales processes and delivered remote technical support. Client Interaction and Personalized Advice: Engaged with clients, offering tailored recommendations and solutions. Billing and Order Management: Managed billing tasks and order processes efficiently within the customer advocate team. De-escalation and Time Management: Specialized in de-escalating situations and effectively managing multiple tasks and deadlines.