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Joni R. — Mid-Level B2B Customer Service and Financial Technical Support Specialist from Philippines

Joni R.

Mid-Level B2B Customer Service and Financial Technical Support Specialist

Philippines 3-6 years
Open to offersNew to Platform
Languages
TagalogEnglish
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About

Joni C. is a skilled Chat Support professional with extensive experience in customer service, subscription management, and sales closing. Operating out of Tarlac City, Philippines, Joni has honed expertise in supporting clients with sophisticated systems like QuickBooks Online and Salesforce CRM, focusing on both B2B and B2C environments. During their tenure at Foundever Inc., Joni provided comprehensive guidance on various Intuit products, including subscription setups, plan recommendations, and troubleshooting, achieving the accolade of Top Seller. Additionally, Joni's contributions in FINTRAC Compliance support ensured adherence to regulatory requirements through meticulous financial transaction analysis. In the realm of HP Printers, Joni excelled at optimizing customer satisfaction by managing HP Instant Ink subscriptions. Recognized for attention to detail and a results-driven approach, Joni consistently built long-term client relationships and reduced support issues through documented case solutions. With proficiency in tools such as Google Suite and AI productivity software, Joni enhances workflow efficiency and maintains a high level of service quality.

Experience

  • Customer Service & Financial Technical Support – Intuit QuickBooks Online, Payroll Premium, FINTRAC Compliance Support

    Foundever Inc. · 2024 — 2026
    Provided support for clients regarding subscription setup, renewals, and troubleshooting within Intuit QuickBooks Online. Guided customers to suitable plans and communicated clearly to enhance customer satisfaction. Utilized Salesforce CRM for lead tracking, pipeline management, and documentation.
  • Customer Service Representative - HP Printers Technical Support (B2C)

    Foundever Inc. · 2024 — 2026
    Assisted customers with HP Instant Ink subscriptions and provided troubleshooting for printer setup and ink delivery issues. Ensured customer satisfaction through effective communication and improved support workflows by documenting cases.
  • Virtual Assistant – QuickBooks Online (Remote Support)

    Company not specified · 2022 — 2026
    Supported clients in managing their QuickBooks Online accounts and organized financial records. Built long-term relationships with clients through professional communication and proactive solution offerings.
  • Customer Service Representative – Banking Account Chat/Voice Support

    Sutherland Global Inc. · 2022 — 2024
    Conducted reviews of suspicious transactions and processed account cancellations to mitigate financial losses. Collaborated with fraud investigation teams to enhance compliance and risk management.
  • Salesclerk / Cashier

    Planet Mobile · 2021 — 2022
    Assisted customers in selecting mobile phones and accessories, and managed cashier duties, including payment processing and daily balancing. Maintained inventory accuracy and provided excellent customer service.

Skills & Expertise

Education

  • Senior High School
    Living Stream Academy · — — 2018
  • Junior High School Diploma
    Tarlac National High School – Annex · — — 2016