Danna Alexis Benauro

Member RelationshipAdvisor

Collective

Jan 2025 - Current (1 year 7 months)

• Respond to member inquiries related to taxes, including but not limited to tax documentation, filings, deductions, and deadlines. • Interpret and explain relevant policies, procedures, and financial regulations in an easy-to-understand manner. • Work in close coordination with the bookkeeping and accounting teams to ensure the accurate and timely preparation of clients' monthly financial statements throughout the fiscal year. • Work closely with Member Relationship Managers to resolve complex financial questions from members. • Collaborate with tax teams to handle notices or correspondence received by members and ensure a satisfying solution is provided. • Maintain up-to-date knowledge of current tax laws, financial services, a

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Accounting Client Success Associate

Osome Malaysia Sdn Bhd

May 2023 - Jan 2025 (1 year 9 months)

• First point of contact for clients via ticket, call, or email and responding to financial inquiries and providing accurate information concerning their accounts. • Responsible for document acquisition for bookkeeping purposes for our accounting team to prepare and finalize our clients' accounts for the year. • Making sure clients are aware of the statutory deadlines by reminding them monthly through ticket and call to prevent penalties and additional expenses incurred on their side. • Directly assists the accounting team in reaching out to clients for bookkeeping and multiple ad hoc tasks. • Onboarded new clients to our accounting platform and see to it that they are familiar with our product by showcasing all features via video

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Client Success Associate

Lanturn

Nov 2022 - Apr 2023 (6 months)

• Directly assists our clients in incorporating a company in Singapore. • Providing assistance to clients via email, call, and video conference. • Accountable for post-sale account management and driving account growth through excellent customer service and delivery, communication and onboarding our clients to our Corporate Secretarial and Accounting platforms via video conference. • Responding to queries regarding the onboarded services (i.e. subscriptions, renewals) • Develop, create, and maintain relationships with our clients to ensure success. • Coordinates with internal teams to access additional resources and facilitate the tools and solutions needed by our clients. • Assist clients that wish to offboard or strike-off an

Customer Service Representative

TaskUs

Aug 2021 - Nov 2022 (1 year 4 months)

• Providing solutions to customers' issues for a Food Delivery account based on the United Kingdom and APAC regions (Australia, Hong Kong, and Singapore.) • Responsible for catering inbound calls from customers and restaurants. • Abiding with our policies by focusing on our campaign's knowledge base to ensure that the correct information will be given. • Identify and assess customer's needs to achieve predetermined KPIs and monthly targets (AHT, CSAT, FCR, QA) • Utilizing Power BI to closely monitor and improve month-to-date scorecards. • Provide accurate, valid, and complete information by correctly navigating and using the right methods and tools. • Using Zendesk to solve the concerns of the customer by answering and solving

Danna Alexis Benauro

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