* Managing a Cross-Functional Team with 16 headcount.
* Tools used Salesforce Lightning, Hubspot, LinkedIn Sales navigator, Apollo, SAP, CRM, IMS etc.
* Support clients in sales efforts by leveraging Salesforce, CRM systems, IMS and LinkedIn and Calendly.
* Process funds received from various investments, handle tax filings across
different U.S states and perform data entry, status updating in Salesforce and IMS, utilizing JP Morgan Chase access.
* Communicate with clients and looking for sales across various platforms, including??Facebook, LinkedIn and Zoo-----------etings and joining webinars.
* BPO expert for more than 11 years, for financial, technical support, healthcare and sales.
* Communication Skills - Fluent in both verbal and written communication.
* Technical Skills - Google Worksheet, Microsoft office, Google Docs and Spreadsheets, HCM, RCM, SAAS, CRM and Salesforce
* Critical thinking and problem solving skills
* Expertise in handling escalations, inbound and outbound calls, technical troubleshooting end to end, email, chat, recruitment, lead generation, appointment setting, sales and B2B.
* Leadership - Team lead for more than 4 years handling various accounts.
* Ability to multi-task, prioritize and manage time effectively.
* HIPAA Certified, KYC Certified, AML Certified
* Ensure accurate and management of sales data in CRM systems.
Verified