Shannel Camacho

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Client Success Specialist

Beyond Finance

May 2024 - Current (2 years 4 months)

Accurately enter and update client information into CRM systems, ensuring data integrity and compliance with company standards.Handle 15+ inbound calls daily while documenting interactions, case notes, and follow-up actions with a high level of accuracy.Review, verify, and maintain customer records, correcting discrepancies as needed.Track customer requests and resolutions using internal databases and spreadsheets.Follow structured workflows to meet productivity and quality benchmarks in a remote setting.Maintain confidentiality of sensitive financial and personal data.Identify and escalate unresolved customer issues to appropriate departments, following up to ensure timely resolutions.Maintain knowledge of company services, policies, and p
Bilingual Workshop Facilitator

EDSI

Apr 2022 - May 2024 (2 years 2 months)

Maintained detailed attendance records, participant files, and training documentation.Entered program data, outcomes, and evaluations into internal systems for reporting purposes.Prepared digital materials, schedules, and reports using Microsoft Word and Excel.Managed virtual session logistics, including participant tracking and documentation.Ensured accuracy and organization of records across multiple programs.Maintained up-to-date knowledge of industry trends and best practices to ensure training content was relevant and effective.Collaborated with department heads to identify training needs and design targeted programs to address skill gaps.Developed and delivered comprehensive training programs for clients to assist them in elevating th

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