Sales & Lead Gen Specialist / Customer Service, General Va & Admin VA
SALES AND APPOINTMENT SETTING SPECIALIST, Pivotal Results LLC
Jun 2021 - Feb 2025 (3 years 9 months)
Handled emails, calls, scheduling, and travel arrangements Maintained contact lists and client communication Created spreadsheets, reports, presentations Conducted cold calling and set sales appointments Managed e-commerce orders, inventory, and support Produced financial reports and managed CRM data Coordinated virtual meetings and calendar scheduling Took calls related to life, health, and investment policies Resolved issues with empathy and efficiency Handled data analysis, back-office admin, and reporting Acted as point of escalation for complex cases Surpassed performance and service quality benchmarks Ensured privacy and compliance standards