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

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Sales Consultant

Certified Inspectors Services

Mar 2026 - Jul 2026 (5 months)

- Generated and followed up on sales opportunities to achieve revenue targets. - Built and maintained strong customer relationships through effective communication. - 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 Customer service representative/Sales Representative | 24/7.ai | 05/10/2023 - 12/08/2025 | Pereira, Co

Customer Service Agent and Personal Sales Representative

247.ai

Oct 2023 - Aug 2025 (1 year 11 months)

- 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 2021 (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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