Mubashir Shaikh

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Virtual Assistant

PVC Global CPA

Jan 2025 - Current (1 year 5 months)

As a Virtual Assistant, I excelled in managing all communication channels, including emails, texts, and internal team interactions, ensuring seamless connectivity and responsiveness. I optimized tasks and workflows using TaxDome, drafted and sent engagement letters to new clients, and managed the client onboarding process effectively. My role involved assisting clients with document collection and portal navigation, generating draft tax returns for client approval, retrieving Form 8879 from Drake, and processing payments while issuing invoices via TaxDome. I utilized content editing skills through Canva to enhance client communications and marketing materials. Additionally, my experience with Facebook Ads, while not directly related to the

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Virtual assistant

Entigrity Pvt Ltd.

Jul 2024 - Jan 2025 (7 months)

As a Virtual Assistant, I excelled in managing calendars and scheduling meetings for both new and existing clients, ensuring seamless communication and organization. I responded promptly to client emails and concerns, highlighting critical information for our CPA to facilitate informed decision-making. My responsibilities included creating engagement letters for new clients and overseeing the onboarding process, which streamlined our workflow and enhanced client satisfaction. I provided comprehensive administrative support to both clients and our team, creating tasks for IRS or CA FTB notices and assigning them to our tax managers. Additionally, I managed workflow and tasks on Qount, generated reports for new and existing clients, and handl

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Sales Specialist

Group Bayport

Jan 2024 - Jun 2024 (6 months)

As a Sales Specialist, I provided comprehensive sales support to our in-house production team for marketing materials, ensuring that all customer queries were resolved efficiently and converted into sales opportunities. I focused on identifying customer needs and guiding them in selecting the right products from our diverse lines of business, while coordinating closely with the internal design and production teams to address any inquiries. My role involved working across multiple domains, including BannerBuzz, BestOfSigns, Cover&All, and Tarps&All. I leveraged my skills in social media management to enhance customer engagement and effectively promote products, including managing Facebook Ads campaigns to drive sales. Additionally, I utilize

Sales Specialist

Etech Global Services

May 2022 - May 2023 (1 year 1 month)

As a Sales Specialist, I provided exceptional sales chat support for Verizon wireless customers, effectively resolving queries and converting conversations into sales opportunities while ensuring a superior service experience. I offered tailored solutions for handset, service, and network-related issues, consistently presenting sales options during each chat interaction. My responsibilities included maintaining a comprehensive database using Excel, and I became proficient in multiple tools, including CRM and Verizon-specific applications. Additionally, I utilized Canva for content editing, enhancing the visual appeal of sales materials, and engaged with social media platforms like Facebook to run paid ad campaigns, which significantly contr

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Senior Executive

Vodafone Shared Services

Sep 2019 - Sep 2020 (1 year 1 month)

As a Senior Executive, I provided exceptional technical chat support for Vodafone UK customers, effectively resolving network queries using advanced network tools. I delivered tailored solutions for customers regarding handset, service, and network-related issues, while consistently presenting sales opportunities during each interaction. Additionally, I maintained comprehensive databases using Excel to track customer interactions and outcomes. My experience in a CPA firm has equipped me with a strong understanding of management accounting principles, which enhances my ability to analyze customer data and improve service delivery. This background also allows me to collaborate effectively with teams focused on real estate accounting and portf

Research Analyst

Azure knowledge corporation

Jun 2018 - Aug 2019 (1 year 3 months)

As a Research Analyst, I worked extensively in the International BPO process, managing projects for US-based clients. My responsibilities included generating leads from platforms such as LinkedIn, ZoomInfo, Mynta, BBB, and Bloomberg, as well as interviewing candidates to gather their insights on various studies. I conducted in-depth research across multiple industries, including Automation, Energy, Oil and Gas, FMCG, Health Care and Medical, and IT and Computer, to support comprehensive market research initiatives. I successfully handled both B2B and B2C projects, interacting with C-level professionals, Procurement Managers, and General Managers to gain valuable perspectives on current market trends. My experience also includes cold calling

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Client Service Representative

Medusind Solutions Pvt Ltd

Oct 2017 - Apr 2018 (7 months)

• Worked for behalf of various provider from United States. • Manage revenue and passed claims for dental providers. • Updating dental benefits of patients and regularizing changes monthly. • Submitting Excel files and updating data in Client's desktop through RDC. • Interaction with Clients on urgent appointments and managing priorities.

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