Elizabeth Avilés Client Success Manager | VA Case Support Specialist | Business

Client Success & Operations Manager

Wealth by Taxes

Jul 2026 - Current (4 months)

● Serve as the primary point of contact for clients, ensuring an exceptional customer experience from onboarding through ongoing support.

● Manage client communications, scheduling, follow-ups, and relationship management with a strong focus on responsiveness and satisfaction.

● Coordinate internal projects and workflows, keeping priorities organized and ensuring deadlines are consistently met.

● Utilize CRM platforms, Google Workspace, ClickUp, and AI tools such as ChatGPT, Canva, Jasper, and Descript to streamline operations and improve efficiency.

● Track client success metrics, project progress, and performance data while preparing reports and identifying opportunities for continuous improveme

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VA Case Support Specialist

Carpenter & Zuckerman

Jan 2026 - Jul 2026 (7 months)

Provided remote administrative and case management support for legal proceedings. Managed confidential documentation, maintained organized client files, streamlined daily communication, and supported cross-functional teams to ensure timely workflow execution and full compliance with organizational standards.

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Administrative & Scheduling Medical Assistant | Medical Appointment Setter

Primary Medical Physician

Jan 2025 - Dec 2025 (1 year)

• Managed inbound and outbound calls to schedule patient appointments.
• Qualified leads and increased confirmed bookings through effective follow-up.
• Maintained accurate CRM records and appointment tracking.
• Delivered professional bilingual support in English and Spanish, including medical intake and administrative documentation.
• Integrated ChatGPT into daily operations to draft and refine professional follow-up scripts, structure empathetic email templates, and organize communication logs, significantly enhancing administrative productivity and the quality of patient engagement.
• Leveraged Microsoft 365 suite for daily operations, including Outlook for professional communication and scheduling, Word for dra

Business Operations Team Manager

Remitly

Dec 2023 - Dec 2024 (1 year 1 month)

• Led daily business operations and coordinated cross-functional teams to ensure efficiency and productivity.
• Monitored team performance, tracked KPIs, and implemented process improvements to optimize workflows.
• Managed scheduling, task delegation, and priority alignment across multiple operational areas.
• Collaborated with internal stakeholders to resolve issues quickly and maintain service quality.
• Supported training and onboarding initiatives to improve team performance and consistency.
• Demonstrated strong leadership, problem-solving, and communication skills in a fast-paced environment.
• Leveraged artificial intelligence tools, specifically ChatGPT and Claude, as strategic resources to streamline

Risk-Fraud Investigator

Remitly

Oct 2023 - Dec 2023 (3 months)

• Observe customer transactions to identify fraudulent activities such as account take over, friendly fraud, theft and other similar risks.
• Identify suspicious activities and unusual patterns that could result in fraud including but not limited to AML issues and activities reported by other staff members.
• Utilized Asana to track complex investigation milestones, organize cross-functional tasks, and ensure strict adherence to compliance timelines throughout the fraud detection process.
• Leveraged Calendar to coordinate time-sensitive case reviews, team alignments, and project deadlines, ensuring efficient management of investigator workflows and consistent operational productivity.
• Integrated ChatGPT to optimize re

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Customer service representative

WEBHELP BPO

Mar 2022 - Sep 2023 (1 year 7 months)

• Handled customer inquiries, billing concerns, and issue resolution.
• Maintained high satisfaction under pressure.
• Integrated ChatGPT into daily workflows to optimize written communication, utilizing AI to refine email responses, polish live chat templates, and structure complex technical explanations into clear, concise answers, which reduced handling times while maintaining a professional and empathetic tone.
• Utilized Microsoft 365 tools for daily operations, including Outlook for communication, Word for reports, and SharePoint for secure document management and team collaboration.

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English Coach

Smartway Institute

Feb 2017 - May 2019 (2 years 4 months)

• Delivered English training and monitored student progress.
• Utilized KPI tracking to measure student performance, milestone achievement, and learning efficacy.
• Designed and executed structured educational workflows that streamlined learning pathways, managing student progress pipelines and optimizing training schedules to ensure seamless, step-by-step development for every cohort.
• Leveraged Microsoft 365 for daily operations, including Outlook for scheduling, Word for drafting training materials, and Excel for tracking student progress and records.

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English Coach

Cornestone Institute

Mar 2015 - Jan 2017 (1 year 11 months)

• Taught English and developed student communication skills.
• Provided comprehensive administrative assistance by managing student scheduling, organizing digital learning materials, and tracking academic progress to ensure streamlined and efficient daily operations.
• Leveraged ChatGPT to optimize instructional design, creating customized lesson plans and tailored exercises that enhanced student engagement while significantly increasing teaching efficiency.
• Utilized Slack for daily collaboration, managing team communications and project updates.

Elizabeth Avilés

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Elizabeth Avilés

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