Stephanie Rico

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Client Support & Technical Specialist

Feb 2019 - Current (7 years 9 months)

Provided timely customer support via email ticketing inbox (Groove HQ) and live chat, resolving inquiries within 24 hours. Assisted customers with account issues, course and software access, billing questions, and refund/cancellation requests. Managed course access through ClickFunnels, Kajabi, and the company’s member portal. Handled subscription cancellations, account changes, and refunds via WarriorPlus, Spiffy, ThriveCart, and PayPal. Responded to pre-sales questions, YouTube comments, and engaged with customers across social media platforms. Troubleshot customer issues with WordPress websites and GoHighLevel sub-accounts, providing effective solutions. Installed WordPress themes, plugins, and configured fully functional websites. Set u

Onboarding Manager

Wknd Digital

Jan 2021 - Jun 2022 (1 year 6 months)

At a startup digital marketing agency, I spearheaded the creation of the onboarding process and created standardized procedures (SOPs). I developed training materials and videos for new hires, managed client documentation including invoices and contracts, initiated client communication through welcome emails and questionnaires, and facilitated client-team communication channels via Slack.

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Real Estate Appraiser Assistant

Appraisal Solutions MN

May 2019 - Feb 2021 (1 year 10 months)

As a Real Estate Appraiser Assistant, I conducted market research and gathered data to support property valuations. I collected and analyzed property and sale records from municipal and county departments to develop initial appraisals based on comparable sales data. My role included performing data entry, maintaining real estate documents, and managing client databases. I also scheduled meetings and inspections and help preparing appraisal report.

Marketing Administrative Virtual Assistant

Voy Media | Facebook Advertising Agency

Nov 2018 - Apr 2025 (6 years 6 months)

Managed day-to-day client communications via Gmail and Google Workspace, including responding to sales/service inquiries and scheduling discovery calls through Calendly. Sent follow-ups to clients who had not scheduled discovery calls and tracked all warm leads in Google Spreadsheets to ensure consistent follow-up and conversion. Facilitated smooth onboarding by sending Typeform intake forms, preparing contracts via Better Proposals, gathering access to Facebook/Google Ads assets, creating Slack channels, and introducing clients to the team. Organized and maintained contracts, creatives, and client assets, ensuring accuracy, compliance, and accessibility. Provided project management support in Asana, coordinating timelines, deliverables, an

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Virtual Assistant

Sep 2018 - Dec 2018 (4 months)

SEO and Web research Data entry using Google Suite, and MS office Excel, Word Studying SEO new strategies Keyword research using Moz pro Manual guest post outreach Research Research website that covers our topic Sending emails for guest posting Competitor Backlinks Tools: Slack Asana Google Suite MS office Moz pro Gmail

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Virtual Assistant

Dec 2017 - Dec 2019 (2 years 1 month)

Serac LLC Virtual Assistant Responsibilities include administrative work, Live Chat Support Email Support Customer Service emails Amazon Buyer Messages Amazon Fulfilled inventory reports Placing order thru Amazon FBA Handles all Refunds and Replacements Compiling customer complaints, checking the “Top customer reviews” Create and monitoring the Lightning deals every week Updating Amazon listings Blogger Outreach Social Media Management - finding & scheduling content to go out on Twitter / Facebook for SEO purposes and other social media accounts. Tools: Slack Gmail Later Tawk.to Buffer Amazon Seller Central Later Instagram app Google Sheets, docs Microso

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Outbound Sales Representative Lead Generation

Jun 2017 - Oct 2017 (5 months)

• Cold calling leads.
• Should only speak to the business owners.
• Qualifying leads and making sure they are qualified and interested in the loan and transfer it to our specialist (Loan Officer).
• Fill up a Google form for all my transfers. Systems: Zoiper, VICI dial, Google Forms.

Customer Support

Tech Mahindra

Jul 2015 - Apr 2016 (10 months)

• Verified and updated account information, if the customer wishes to change or update their name and address.
• Assisted customers and providing stock statuses.
• Placing orders efficiently and accurately
• Providing the delivery timeframe for the items
• Setting up a new account for first time customers.
• Requesting new catalogues and Order forms if the customer asks.
• Offering our special offers for the day to the customer, building good rapport.
• Helped customers to navigate through the system efficiently by listening to customer needs.
• Detail oriented to ensure best customer experience on returns, payment, and ordering issues and refer customer to customer care line for further assistance. S

Healthcare Assistant

HGS

Mar 2014 - Jun 2015 (1 year 4 months)

• Assisting Providers or Doctors for their patient's benefits and claims. Providing insurance information. Provides and suggest the best solutions for their concerns.
• Handles general inbound calls, correspondence, related to all aspects of service. Effectively communicates, written and verbally, Health care policies, procedures, and applicable benefits to members and/or providers who have misinterpreted, were unaware of, or are questioning decision.
• Researches claims according to established policies and procedures. Determines claim status and consults with appropriate staff and/or management on all questionable claims in order to ensure proper disposition.
• Handles difficult and sensitive issues appropriately; maintains

Sales Associate

Home Credit Philippines

Jan 2014 - Mar 2014 (3 months)

• Handles the company projects, and present & promote it by direct sales to the clients with full customer service.

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Customer Service Representative

Sep 2013 - Nov 2013 (3 months)

Customer Service Representative (Reliever)
• Uploading orders and processing orders by using SAP Logon.
• Reporting about Delivery Concerns.
• Monitoring delivery status.
• Puregold Branches Account
• Reporting updated status and concerns/rejections in deliveries to Principal (Mondelez).
• Receive concerns and rejections via phone, e-mail, and fax, and providing proper dispositions. Place purchase orders and confirm sale/buy prices.
• Communicate with customer on shipping schedule, pricing, product availability, product/shipping documentation and order confirmation.
• Maintain and update system database regarding customers, products, suppliers, pricing. Show less

About

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Stephanie Rico

About

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Behavioral traits