Overlieth Moreno

Service provided to over 30 companies from different industries and sectors through the firm. Multichannel customer service (WhatsApp, email, phone, and social media) and prospecting through cold calls, achieving closures and appointments. CRM management (Clienty, Kommo, Leadsales, HubSpot, Zoho) for opportunity tracking and process optimization. Social media support and basic content creation on Canva. Email, calendar, and email marketing campaign management. Management of databases in Excel and Google Sheets. Payroll preparation for over 50 employees and HR process administration (selection, vacation tracking, leaves, and incidents). Document organization and comprehensive administrative support for various departments.

Assistance to students and the general public, drafting and sending internal correspondence, scheduling, office inventory management, among others.

Service provided to a financial consultancy through the firm. Customer service via email, management of unpaid receipts, policy modifications, and case follow-up. Quoting new policies, creating internal and commercial presentations in PowerPoint, and maintaining positive relationships with policyholders.