Sales Support Agent

Communicates with clients to understand their specific solar installation needs, providing clear solutions and support throughout the approval process.
Manages administrative tasks by gathering essential documents, reducing approval time by 28% through accurate and timely submission of system specs, utility bills, and paperwork to lenders.
Coordinates closely with a team of 10+ sales representatives, providing regular updates on project progress and resolving 93% of inquiries within 24 hours to prevent delays.
Assists in lead generation through outbound calling, following up on sales inquiries to strengthen client relationships and enhance sales outcomes.

Managed onboarding for 25 client accounts simultaneously, serving as the primary point of contact and ensuring smooth, on-time project delivery at every stage of the onboarding lifecycle.
Facilitated weekly check-ins with clients via phone, email, and Zoom, providing personalized guidance on software compliance solutions and building trust throughout the onboarding process.
Collaborated closely with Implementation and Technical Services teams to resolve data anomalies, proactively submitting revision requests to keep projects on track and error-free.
Documented and escalated client issues as they arose, ensuring quick resolutions and minimizing disruptions to the onboarding timeline.

Led a team of 15 patient experience representatives, providing ongoing support that increased team efficiency by 22% and improved overall patient satisfaction scores.
Oversaw the scheduling of hundreds of medication deliveries each week, streamlining processes to ensure timely and accurate deliveries to patient homes and offices.
Managed escalation calls from upset patients, resolving issues with a 92% success rate and contributing to a 24% increase in patient retention.
Identified and removed common roadblocks to patient satisfaction, resulting in a 15% improvement in service efficiency and a smoother experience for patients.