Hire the Best AgilQuest OnBoard Specialists

Customer satisfaction isn't just part of my job. It's been the foundation of my career for over 25 years. I'm Franklin, a Senior Customer Support and Customer Success professional with extensive experience across healthcare, technology, legal services, renewable energy, telecommunications, consumer electronics, and e-commerce. Throughout my career, I've supported customers and teams while building long-term client relationships. Clients value my professionalism, patience, problem-solving skills, and ability to create positive customer experiences, even in challenging situations. Outside of work, I enjoy continuous learning and I'm currently expanding my technical skills in HTML, CSS, JavaScript, and Python while building projects in Visual Studio Code. If you're looking for someone dependable, adaptable, and a quick learner who genuinely cares about your customers and your business, I'd love the opportunity to work with you.

Here are the key skills I offer: - Onboarding management - E-commerce - Logistics - Exceptional customer service that resonates with clients - Outstanding communication abilities to foster strong relationships - Proven ability to meet deadlines consistently - Rapid learner capable of mastering new concepts swiftly - Effective multi-tasker who thrives in dynamic environments - Flexibility in work schedules to accommodate varying demands - Comprehensive knowledge in Timekeeping, Payroll, Reporting, and HR processes I am proficient in a wide range of tools, including: - CRM systems like Salesforce and Freshdesk - Data Entry capabilities using Excel and Google Sheets - Microsoft software for comprehensive administrative support - Communication platforms such as Slack and Zoom - Social media channels including Facebook, Instagram, LinkedIn, X, and TikTok - Travel booking expertise for seamless ticketing and tours - Email marketing strategies to enhance outreach and engagement - Administrative tasks and back office support - WorkForceNow to streamline operational processes

Top Rated Plus on Upwork with 100% Job Success Score, 38,000+ hours, and 84 completed projects, I help businesses improve customer experience, streamline operations, manage projects and teams, and build efficient processes—with AI integrated into the way I work. My work spans customer success, operations, and CRM management for SaaS, eCommerce, education, and service-based businesses — with a particular focus on client retention, dispute resolution, and building systems that keep teams and processes running smoothly without constant oversights. Core Expertise: Customer Success & Retention | Customer Support Operations | Client Onboarding | Community Management | Sales & Lead Management | Dispute Resolution & Retention | Operations Management | Project Management | Team Management | Client Communication | Process Improvement | SOP Development | CRM Management | Workflow Design | Business Coordination | eCommerce Operations Tools & Platforms: CRM, Sales & Customer Management: GoHighLevel, Close CRM, TimelinesAI, Salesforce Project & Team Management: Asana, ClickUp, Slack AI & Automation: Claude, ChatGPT, Zapier, Make, n8n Community & Digital Platforms: SKOOL, WHOP eCommerce: Amazon Seller Central, Keepa, Helium 10, Shopify, Thrivecart Outreach & Email: HubSpot (campaigns), Instantly (cold email), MailerLite, Kit (ConvertKit) Office & Docs: Notion, Canva, Outlook, OneDrive, basic WordPress admin Accounting: Xero AI & Automation: I treat AI and automation as practical tools, not buzzwords — using them to improve communication, streamline repetitive tasks, and keep processes and documentation clear and current

Detail-oriented Data Administrator with 4+ years of experience supporting cloud-based CRM and SaaS platforms. Strong background in identity verification, onboarding, customer support operations, and process optimization. Proven ability to analyze CRM data, improve workflows, reduce fraud risk, and support business decision-making. Known for reliability, clear communication, and the ability to manage multiple priorities in fast-paced environments.

Are you a start-up founder looking to scale your business without the overhead costs of hiring full-time staff? Do you find yourself overwhelmed with administrative tasks that are taking you away from your core business activities? Look no further – I am here to be your dedicated Virtual Assistant and help your start-up thrive. My name is Al Vincent Villamor, and I specialize in providing top-notch virtual assistance to start-up companies like yours. As a product trainer for an outsourcing company for start-up companies from my previous job, I leverage my 10+ years of experience and diverse skill set in the BPO industry to deliver high-quality training for different lines of business. I have expertise in customer service, lead generation, sales development, onboarding, and data entry, which enables me to adapt to various client needs and expectations, and be well-equipped to handle a wide range of tasks that can free up your time and energy to focus on what matters most – growing your business. Here's what I can bring to the table: 1. Administrative Support: From managing your email inbox and scheduling appointments to handling data entry and bookkeeping, I can streamline your administrative processes. 2. Customer Support: I can provide excellent customer service, ensuring your clients are satisfied and engaged. Prompt responses and problem-solving are my specialties. 3. Sales: I can support your sales efforts by handling outreach, following up with leads, and helping convert prospects into loyal customers. 4. Onboarding: To create a smooth experience for new clients or team members, I can assist with onboarding processes, ensuring they feel welcomed, informed, and set up for success. 5. Social Media Management: Building an online presence is crucial for start-ups. I can create and curate content, schedule posts, and engage with your audience on social media platforms. 6. Project Management: Keeping track of tasks and deadlines is essential. I can help you manage projects, collaborate with your team, and ensure everything stays on track. 7. Research: Whether you need market research, competitor analysis, or data gathering, I'm skilled at finding valuable insights to inform your business decisions. 8. Email Marketing: I can assist in creating and executing email marketing campaigns to nurture leads and retain customers. 9. Content Creation: From blog posts to newsletters, I can assist with content creation that resonates with your target audience. 10. Data Analysis: I can help you make data-driven decisions by collecting and analyzing relevant data. My commitment to your success is unwavering. I understand the unique challenges faced by start-up companies and am dedicated to providing flexible and cost-effective solutions that align with your goals. Let's schedule a call to discuss your specific needs and how I can tailor my services to fit your start-up's requirements. Together, we can make your vision a reality. Ready to take the first step towards a more efficient and successful start-up journey? Feel free to send me a message and we can arrange a convenient time to connect.

Senior Implementation & Customer Operations Consultant | SaaS • EdTech • Process Improvement • CX • QA Is your onboarding process inconsistent? Are customer escalations increasing? Are your teams spending too much time working around inefficient processes? I help organizations turn complex customer and operational challenges into clear, scalable processes that work. I’m a senior implementation and customer operations leader with extensive experience managing technology implementations, customer onboarding, escalations, quality assurance, process improvement, and team performance. In my current role as a Technical Onboarding Manager, I lead a regional team of specialists and support a large portfolio of education technology customers across the U.S. My strength is working at the intersection of people, processes, and technology. I can step into an existing operation, understand what is working and what isn’t, identify the root cause of problems, and develop practical solutions that teams can actually adopt. Areas where I can help: • Implementation & Onboarding: Design and improve customer onboarding workflows, implementation processes, documentation, training, and adoption strategies. • Customer Success Operations: Improve customer journeys, escalation processes, communication workflows, handoffs, and internal operating models. • Process Improvement: Identify bottlenecks, eliminate unnecessary steps, clarify ownership, standardize workflows, and create scalable processes. • Quality Assurance: Develop QA frameworks, scoring standards, performance expectations, coaching processes, and quality measurement systems. • Organizational Effectiveness: Assess current-state processes, identify operational gaps, recommend improvements, and help take those recommendations through implementation. • Technical Implementation: Support SaaS and technology implementations involving integrations, SSO, rostering, data workflows, CRM systems, and cross-functional technical teams. • Project & Program Management: Coordinate complex initiatives, manage competing priorities, track dependencies, communicate with stakeholders, and drive projects through completion. • Team & Performance Management: Develop workflows and performance standards that improve accountability while giving teams the structure and support they need to succeed. Technology & platforms My experience includes Salesforce, Jira, ClassLink, Clever, SSO/rostering systems, Google Workspace, Microsoft Office, EMR technology including PatientNow, and other SaaS and education technology platforms. I am particularly comfortable learning complex technology ecosystems quickly and becoming the functional expert who can translate technical requirements into practical business processes. What makes me different I don’t believe in creating complicated processes just for the sake of having a process. My approach is to understand the business problem first, determine what is creating friction for customers or employees, and then build a solution that is measurable, sustainable, and easy for teams to execute. In my current role, I have personally redesigned and implemented QA processes that helped drive my team’s average quality performance to approximately 98%. I have experience taking initiatives from diagnosis → recommendation → process design → rollout → training → measurement → continuous improvement. Whether you need someone to improve an existing operation, support a complex implementation, redesign a customer journey, or bring structure to a growing team, I can step in and help. If you have a process that isn’t working as well as it should, let’s talk about how we can fix it.