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Rechiel S. — Senior Salesforce CRM Specialist from Philippines

Rechiel S.

Senior Salesforce CRM Specialist

Philippines 1-2 years
Open to offersNew to Platform
Languages
English
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About

Rechiel T., a seasoned Salesforce CRM Specialist, excels in integrating technology with customer service excellence. With over 7 years of experience in healthcare, telecommunications, and real estate, Rechiel has honed expertise in Salesforce administration, automating workflows using Flows and Process Builder, and managing high-volume customer support. Demonstrating HIPAA compliance, Rechiel has managed healthcare client accounts, ensuring efficient inquiry resolutions and maintaining high CSAT scores. As a specialist at VXI Global Solutions, Rechiel administered user accounts, designed custom reports, and executed data imports with Salesforce Workbench and other tools, significantly improving operational efficiency. Skilled in documentation and CRM management, Rechiel maintains meticulous records, essential for executing tasks with precision. This blend of technical acumen and customer-centric approach positions Rechiel as a pivotal asset in dynamic remote environments and fast-paced industries.

Experience

  • Healthcare Customer Service Representative

    IBEX Global Solutions · 2025 — 2026
    Managed healthcare client accounts and responded to a high volume of patient, provider, and insurance inquiries while ensuring HIPAA compliance. Handled over 80 inbound and outbound calls daily, and resolved billing inquiries, claims issues, and payment discrepancies while maintaining high CSAT scores. Verified insurance coverage and processed claim status updates with accuracy, documented all interactions in CRM systems, and escalated complex cases to specialized teams.
  • Salesforce & Workbench Specialist

    VXI Global Solutions · 2023 — 2025
    Administered the Salesforce platform, enhancing sales, service, and operational functions. Managed user accounts, roles, profiles, and security settings for over 40 users, while building custom reports and dashboards to support data-driven decision-making. Designed automation with Flows and Process Builder, executed bulk data operations using Salesforce Workbench, and monitored API integrations. Delivered training and documentation to facilitate user adoption of the platform.
  • Customer Service Representative – Telco Account

    VXI Global Holdings · 2022 — 2023
    Managed high-volume inbound and outbound communication for billing, payments, account updates, and troubleshooting related to mobile and internet services. Addressed customer complaints effectively, aiding in customer retention and meeting various KPIs such as AHT and CSAT.
  • Transaction Coordinator

    Arphine Real Estate · 2019 — 2020
    Coordinated appointments, property showings, and open houses for a team of five agents. Organized contracts, agreements, and disclosure documents accurately, maintained CRM databases, and conducted basic market research to assist agents in decision-making.