- – Administers and maintains CRM data, ensuring accuracy and reliability of records.
- – Supports business development by providing updated client information and lists.
- – Trains users on CRM functionalities and promotes best practices for data hygiene.
- – Welcome and assist customers with inquiries, order pickups, and communications.
- – Manage phone calls, emails, and follow-ups to ensure timely customer support.
- – Maintain organized records and update customer information in systems accurately.
- – Prepare compilation engagements and complex tax filings for various entities.
- – Manage client files, ensuring accuracy, compliance, and timely completion.
- – Train and mentor junior staff, providing technical guidance and feedback.