- Work with the Investor Relations Managers to prepare and provide required documents that needs Investors’ signatures - Create weekly and monthly reports for CEO, COO, Sales and Marketing Department - Create SignNow and DocuSign templates/documents - Confirm accuracy of Investor records, documents - Assess any reported issue by the Investors or the Managers and provide resolution - Submit tickets for any technical issues, provide status and communicate issue resolution to Investors and Investor Relations Managers- Create and maintain trackers, and track required documents- Work with Transaction Coordinators re Workflows and required documents per Project - Provide technical support for SignNow, DocuSign, IDR and Active Campaign, as needed- Create Workflows and Automations as needed, per project- Create zaps/automations for Google sheets, Asana, Active Campaign, DocuSign- Provide technical support for the company, as needed (onboarding/off boarding, access requests, program/account related issues)

- Work with the Investor Relations Managers to prepare and provide required documents that need the Investors’ signatures - Create weekly reports for CEO, COO and the Sales Department - Create SignNow and DocuSign templates/documents - Confirm accuracy of Investor records, documents - Assess any reported issue by the Investors or the Managers and provide resolution - Submit tickets for any technical issues, provide status and communicate issue resolution to Investors and Investor Relations Managers- Create and maintain trackers, and track required documents (Subscription Agreements, Company Agreements, K1, FMV letters, ACH/W9 documents)- Communicate to the Investors re required documents

- Work with Sales Representatives, provide technical and Salesforce Support, as needed - Update Salesforce records and create/build reports for weekly meetings - Update reports for each affiliate/partners working with TCP - Confirm accuracy of Salesforce records - Assess any reported issue and determine if it’s a technical issue or training opportunity - Submit tickets for any technical issues, provide status and communicate issue resolution to ALL the partners/call center supported - Handle and schedule/coordinate partner onboarding schedule, technical check-ups and provide credentials - Checking HODU Panel and assist the Team Managers in managing Agents’ logins/logouts - Confirm that leads provided are used properly, checking calls to provide feedback/initiatives for converting leads to sales - Confirming that any QA score would be accurate, working with the Quality Department to assist with disputes and/or training requirements - Update records and confirm accuracy from Salesforce and Five-9 for payout/initiatives/commissions for partners and in-house agents from the Sales Department - Performs trend analysis of reviews to identify training requirements and improvementof processes. - Maintain individual productivity and quality standards according to companyrequirements - Drive Initiatives to improve quality of service - Create Knowledge Base/FAQs for processes that are used for Sales Dept., and is cascaded to partners/call centers

- Monitors and evaluates a sampling of inbound and/or outbound calls evaluated by Quality Assurance Specialist to confirm accuracy and quality of feedback - Facilitates and/or participates in calibration sessions/call listening sessions with Quality Leadership staff, Operations, Program Management and clients to ensure scoring consistency and best practices - Spearheads quality task forces with management and clients - Conducts interviews for Quality Assurance job openings, conduct trainings/transitions - Support management focus on review of key drivers, metrics and operational processes (including Training) that drive Balanced Scorecards and account profitability goals

- Reports results of evaluations to appropriate Quality/Operations stakeholders (Quality Leadership, Operations, and Account Management) - Provides feedback and identifies staff training and developmental needs - Facilitates and/or participates in calibration sessions/call listening sessions with Quality Leadership staff, Operations, Program Management and clients to ensure scoring consistency and best practices - Participates in internal quality audits (e.g. periodic audits of existing processes to determine process control and efficiencies) designed to improve overall call quality and recommend changes - Participates in quality task forces with management and clients - Responsible for meeting departmental productivity requirements (e.g. number of calls monitored per month, number of emails evaluated, etc.) - Facilitates Quality new hire presentations or quality refreshers as needed

- Evaluating the calls of analysts/agents to ensure proper procedures are follow.- Reviews customer interactions (voice) and provide feedback to Team Managers todeliver best in class customer support experience.- Create product quality reports based on findings of the quality assurance checks.- Control and monitor quality issues raising problems with team-leaders andmanagement as required.- Calibrates with peers globally to ensure alignment- Daily Auditing of calls taken by CCE's- Identifying and correcting process and product-related discrepancies- Provide constructive feedback- Randomly auditing of calls, call monitoring, call barging, call evaluation- Conducting quality sessions- Prepare Audit Reports.

- Managing Organizational User Passwords- Creating Groups - Managing Email and Email Templates- Importing and Exporting Data- Customizing Salesforce User Interface- Customizing User Profiles- Managing Salesforce User and Feature Licenses- Managing Sharing Settings- Managing Network Access- Creating Workflows and Approvals- Managing Desktop Integration- Managing Mobile Lite Integration- Creating Custom Objects and Fields- Creating Reports and Dashboards

Salesforce Certified Systems Administrator. Responsible for monitoring and evaluating calls for exceptional customer service and technical resolution.Records, listens, and evaluates technical calls for customer service skills, technical skills, and policy and procedure adherence. Delivers feedback to the Support Professionals, develops action plans and implements changes

Fee-based support option for customers who needs support for virus/spyware removals.Provides Virus/spyware removal with customer’s information/data intact.

Fee-based support option for customers who have support needs that are outside of the scope of Technical Support.Provides Education on Backup/Recovery (CDs or external HD & walking the customer through), Antivirus/ Spyware Installation & Setup, 3rd part Hardware installation (webcams, modems, external storage, PDA’s, Fax, iPods, & etc.), and Operating Systems (OSRI through PC Restore/ Data destructive). Deals with Applications configuration & Usage (Windows OS, Office, How to, Installation errors, burning SW, & etc.)

Dell Certified Systems Expert for Inspiron and Vostro notebooks, and for Dimension and Vostro Desktops.Focuses on delivering a positive customer experience according to Dell standards.Provides telephone and remote diagnostic technical support of Desktops, portables peripherals (e.g., printers, wireless device etc., and software, and applies diagnostic techniques to identify problems, investigate causes and recommend solutions to correct failures.Advises/educates customers within procedural guidelines to ensure a complete solution to their technical or service questions.Remains knowledgeable of Dell’s product line, current industry products and technologies and may be involved in revenue generation activities with current Dell customers. (Total solutions & Dell-on-Call Support Boundaries)

Handles outbound calls, check dispatches, drive ownership and callback compliance, and ensure timely resolution. Assist inbound agents drive for resolutions and that customer’s needs are met. Assist with escalations if RS or SL is unavailable. Ensure consistently positive customer experience by supporting agents in the effective, rapid resolution of customer experience by supporting agents in the effective, rapid resolution of customer issues through case management and impeccable follow though.

Focus on first call resolution. Ensure customer's needs are met and provide and maintain positive customer service experience.