Rafael Salgado Email & Phone Number

Irvine, California, United States

Serve as primary point of contact for clients for all post-filing questions● Maintain follow-up procedures with clients● Demonstrate attention to detail when reviewing client cases and answering client follow up questions● Communicate with the IRS and provide clients status update on tax credit filings● Ensure all forms are accurate and filled out in a timely manner● Review IRS forms for accuracy and address any errors● Manage client expectations● Complete other duties as needed

Anaheim, California, United States

Sending out multiple quotes a day, as well as following up with customer and technician if the service needs more informationQuoting for New Installation for Window and discussing with Customer the service, pricing, as well as offering discounts to help them get items more budget friendlyHelping with the order department by calling customers for “Final Measurement on items”, as well as placing orders. Checking in Parts, checking for ETA on parts that have been ordered to update the customers, and calling customers to schedule for the service. . Answering any Questions our CSR’s may have about a service, to see if we can provide it or not.Taking Payments over the phone, sending invoices to customers.

Irvine, California, United States

Oversee all customer communicationAnswer phones, take orders, and provide order updatesAnswer all emails, chat and textsProcess disputes and exchangesTrack and report customer service KPI’s do management using Google Docs and SheetsAssist with developing operational systems policies and procedures

Los Alamitos, California, United States

Answering High Inbound calls as well as making high outbound calls to follow up with customers Asking for information from customers as well as scheduling the appointment to the appropriate salesman within that area. Following up with salesmen, regarding availability, if the appointment went well, and if the job has been sold.

Garden Grove, California, United States

Gave potential clients quotesMeasured, installed and repaired glass in houses, hotels, shops and officesMaintained Cleanliness in warehouse as well as well loading and unloading mirrors, glass, New Framed Windows