Juan Bernal Bilingual Customer Service & Sales Professional | CRM | Client

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Sales Consultant (Freelance)

Certified Inspectors Services

Feb 2026 - Jul 2026 (6 months)

- Generated and followed up on sales opportunities to achieve revenue targets, utilizing outbound prospecting to initiate conversations with contractors, qualify needs, and educate them about permit management services. - Built and maintained strong customer relationships through effective communication and professional rejection handling. - Prepared quotes, explained service offerings, and addressed client inquiries. - Coordinated with internal teams to ensure seamless customer experience. - Maintained accurate CRM records (Slack, Zendesk, HubSpot, Teams) leads, and sales activity reports, leveraging sales automation tools to track interactions, schedule follow-ups, and streamline pipeline management. - Managed email communications and fol

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Complete Handyman (Freelance)

Oct 2025 - Jun 2026 (9 months)

Administrative Assistant - Lead Generation - Identified and qualified potential customers through multiple channels. - Managed inbound and outbound lead pipelines to ensure consistent workflow. - Inbound & Outbound Calls - Handled customer inquiries, service requests, and scheduling via phone. - Conducted outbound calls to follow up on leads, confirm appointments, and provide service updates. - Customer Communication - Maintained professional and timely communication with clients through text messaging. - Provided clear instructions, updates, and confirmations to ensure customer satisfaction. - Communicated fluently in English with US-based and Canadian-based clients to facilitate business operations and relationship management.

Customer Service Agent and Personal Sales Representative

247.ai

Oct 2023 - Oct 2025 (2 years 1 month)

- Verified customer-provided information to ensure accurate order processing. - Assisted customers with order placement and provided support regarding package delivery inquiries. - Collaborated with internal teams to resolve any issues related to orders or package delivery efficiently. - Maintained a high level of professionalism and customer satisfaction through effective communication and problem-solving skills. - Utilized logistics management and customer relationship management (CRM) systems to enhance the accuracy of customer information and streamline order processing. - Supported sales operations by coordinating data accuracy, tracking opportunities, and ensuring smooth workflows. - Delivered sales support by assisting account manage

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Financial Assistant

MAX EBS SAS

Jun 2021 - Dec 2022 (1 year 7 months)

* Verified client payment information to ensure accurate financial records and maintain compliance with company procedures. * Contacted clients to follow up on outstanding balances, managing collections with professionalism, empathy, and a customer-focused approach. * Assisted clients with billing inquiries, electronic invoicing, and the delivery of financial documentation. * Utilized financial management and CRM systems to maintain data accuracy, manage client records, and support lead tracking. * Managed appointment scheduling by prioritizing tasks, resolving scheduling conflicts, and ensuring efficient coordination. * Handled bilingual (English and Spanish) portfolio collections, providing clear communication and excellent customer servi

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operator

BRILLADORA EL DIAMANTES.A

Sep 2020 - Oct 2020 (2 months)

Cleaning servicein common areas for the company Alucol

Juan Bernal

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