- Proactively make outbound calls to leads and potential clients as, while meticulously maintaining comprehensive records of lead interactions and outcomes.
- Manage and update the client’s CRM and other systems, including database & user management, customization, and automations.
- Manage and process Docusign requests for a variety of contracts and agreements, ensuring prompt and precise completion of all documentation procedures.
- Manage the client’s calendar, schedule appointments, and coordinate meetings, prepare and update confidential files, records, databases, and documents.
She has extensive experience in both inbound and outbound calling, prospecting, appointment setting, follow-ups, and closing sales deals. She is adept at updating CRMs & other systems and streamlining operations. She has also handled the following tasks:
She is proficient in using the following tools:
She is amenable to working any shift schedule for full-time roles
Predictive Index Behavioral Profile- Guardian
Strongest Behaviors
A very conscientious and disciplined person; particularly careful, thorough, and accurate in her work. Angelu is exacting and strives to produce results that precisely meet the established goals. Works best where there are clear standards, expectations, reporting relationships and measurements for the work. Angelu will depend upon professional training, her own experience, or management leadership, to provide those standards and the structure needed for her work.