• Interact with customers to provide information in response to inquiries about products and services and to handle and resolve complaints. • Conducted time and motion studies to determine KPIs to measure operational performance over time • Identified process constraints, bottlenecks, and variations to expose gaps between actual and target performance and discover opportunities for improvement. • Managed consumer, customer and business information data for CRM marketing programs and campaigns, as well as performed expert analyses on programs, campaigns, consumers and customers. • Utilized spreadsheets and statistics to analyze significant patterns within clients' customer bases • Presented the results of complex analysis in easily understandable Excel and PowerPoint documents, allowing clients to quickly engage with the findings • Maintained the CRM systems for all the users such as the customer service and sales team. • Communicated with the key customers regarding sales and finance data for the CRM. • Ability to maintain the highest level of confidentiality. • Develop customized solutions to automate tasks involving data integration/normalization. • Creating an invoice and making payments for clients effectively. • Assist team members and perform ad-hoc tasks as needed. • Perform remote accounting using QuickBooks online and Encompass (Mortgage Software). • Developing and advising on methodology and managing technical aspects of research projects. • Developed and conducted training classes for new and continuing staff. • Monitored evaluated and counseled staff of 42 employees. • Produce monthly, quarterly and yearly benefits and payroll totals for company. • Handling a team of 6 to provide the proper advice for work • Performing online marketing (Clients requirement) • Producing questionnaires (including design and coordination of input) • Prepare a business plan, proposals and performing competitor analysis, SWOT analysis, etc. • Managed consumer, customer, and business information data for CRM marketing programs and campaigns, as well as performed expert analyses on programs, campaigns, consumers and customers. • Update the database regularly and participated in different projects. • Worked on different types of CRM (Customer Relationship Management) like SalesForce, BNT, Sage Act, Zoho Invoice, etc.