Hire the Best SDL Passolo Specialists

💼 Customer Success | 🎯 Data & Research Analyst | 🕵️‍♀️ AML/KYC Specialist | 🔧 Virtual Assistant for Startups & Fintechs 🌟 Hi, I’m Charity — your go-to expert for Customer Success, Research, Virtual Assistance & Fintech Ops! 🌟 With over 8 years in the corporate world and 3+ years of freelancing with dynamic startups and fintechs, I’ve worn many hats — and looked great in all of them (professionally speaking, of course 😉). From supporting high-net-worth clients to catching fraud before it happens, I’m the behind-the-scenes force that helps teams thrive and businesses scale smoothly. 🔍 What I Actually Do ✅Deliver standout customer experiences via chat, email & phone ✅Conduct KYC, AML, EDD, credit risk reviews, and fraud checks like a detective with a dashboard ✅Analyze data, optimize processes, and write reports that actually make sense ✅Create SOPs and compliance policies, manage inboxes, organise chaos, and make operations breathe easier ✅Provide smart, reliable virtual support to founders, teams, and execs ⚡ Tools I’ve Mastered Customer & Communication: Zendesk, Slack, Google Suite, Microsoft Office, Zoom, Skype, Mailchimp Fraud/AML/KYC: Lexis Nexis Bridger, Refinitiv Worldcheck, RDC, ComplyAdvantage, Factiva, Orbis, Sayari, Sardine, Sift, Persona, Sentilink, Sumsub, Plaid Creative & Research: Canva (basic), Lexis Nexis, web digging like a pro 💡 A Few Things I’m Known For: 👌Building trust with clients and teams 👌Catching things others miss (details matter!) 👌Creating systems that work and grow with you 👌Always thinking two steps ahead 👌Bringing good vibes and serious skills to every project I’ve completed training in Lean Six Sigma (Yellow Belt), team dynamics, risk management, business English, and more — and I bring that continuous learning mindset into every role I take on. 🚀 Bottom Line? I’m here to make your life easier, your customers happier, and your operations smoother. Whether you need someone to help with back-end tasks, handle sensitive compliance work, or support your team like an internal rockstar, I’m ready. Let’s chat about how I can help bring your goals to life. My rate is flexible — let’s find the right fit based on your business needs.

Top-performing SDR and Account Manager who also brings rare IT Project Management depth. $1.4M in pipeline generated, $375k Net New Revenue Closed. On the sales side: -- Promoted from SDR to AE in 12 months at Network for Good (now Bonterra). Carried an SDR appointment quota 66% higher than subsequent SDR classes. --Account managed a wide portfolio of accounts, from SMB to F500 and top NGO clients, including Uber and Peace Corps. Upsold over $400,000 across the portfolio -- RAINN Internal Champion 2025 Nominee On the project management side: -- Delivered 14+ internal business applications at RAINN, serving as SME and Tier 2 support post-launch. -- Led delivery of an OmniChannel communications platform that reduced visitor wait times by 20%+, spanning 200+ user stories and 80+ UAT/training sessions. -- PMI-ACP and SAFe Certified Scrum Master. Certified Salesforce Admin. Whether you need someone to build a pipeline or build out the relevant ICP refinement and infrastructure from requirements to delivery, I bring both.

Sales Development Representative | Cold Calling| Outbound Sales | Virtual Assistant | Customer Support I'm Mary Grace Gacer, a result-driven professional with a strong background in customer support, cold calling, outbound sales, fraud analyst and credit advisor. I help businesses connect with their clients more effectively, boost conversions, and deliver seamless service experiences. ✅Customer Service Excellence I know how to turn difficult situations into positive outcomes. With empathy, clear communication and problem-solving skills, I ensure every customer feels hears, valued and satisfied. ✅Sales Development Representative | Cold calling and Outbound Sales I've mastered the are of making the first move. From prospecting to closing, I bring energy and strategy to every call turning leads into loyal customers. ✅Fraud Analyst Expert I developed strong investigative and analytical skills by identifying suspicious activities, assessing risk, conducting fraud investigations, and ensuring compliance with company policies. Utilized fraud detection tools, data analysis, and detailed documentation to protect company assets while maintaining high levels of accuracy and efficiency. ✅Credit Advisor I learned to maintained accurate records, managed client communications, and supported business growth through effective customer engagement. ✅Tech-Savvy I'm comfortable using CRM and communication tools to stay on top of task and data. This keeps my work efficient, consistent, and client-ready at all times. 🏆 Accomplishments Exceeded Quotas: Consistently surpassed monthly meeting-set targets by 20%+. Market Expansion: Successfully spearheaded outreach strategies for the New Zealand and Australian markets. Process Improvement: Optimized CRM workflows, increasing team lead-management efficiency by 15%. Compliance Sales: Delivered high-stakes software presentations to C-suite leads regarding tax and regulatory solutions.

Risk Operations Specialist - Case Manager | PayMongo - Record and detect any suspicious activity related to customer transactions and accounts, such as identity theft, account takeovers, friendly fraud, and other hazards that have been discovered. - Expert in Merchant Monitoring, Transaction Monitoring, Case Management, and Disputes. - Examine transaction patterns, spot suspicious activity immediately, and take the appropriate action and due diligence. - In charge of risk assessment before and after the settlement and clearing of payouts. - Assist our merchants with chargebacks by crafting compelling arguments, gathering proof, and adhering to best practices to guarantee the highest win-rates. - Responsible for reporting any identified suspicious activities through the governing parties. less Risk Operations Specialist | Ubiquity Global Services - Acts as the merchant and cardholder's liason as part of the investigation process. - Experienced in Case Management, Transaction and Merchant Monitoring, KYC/KYB, Disputes, Chargeback, and Compliance - Reviews account with disputed transactions and make use of all recovery options to avoid financial loss. - Trained in different areas of expertise such as Unauthorized Transactions, Error Allegation, Stride Credit, and Rebuttals. - Assist with AML Review/investigations of account activity - Document and report the review/investigation findings and prepare case less Lead Officer, Risk and Compliance Operations | Ubiquity Global Services - Proficient in creating and revising training contents using Powerpoint, and generating data using PivotTables, VLOOKUP, INDEX/MATCH, and Data Tables via Excel/Gsheets. - Skilled in planning and managing assigned tasks/projects to complete its goals and deliverables. - Tailor specific training programs to employee growth and retainment, career path assistance, etc. - Prioritized team calibration to ensure that everyone are align with the process. - Analyzes the data to identify any fraudulent and suspicious activities within an organization. - Develop, Tweak and Maintain training procedure manuals, training content and guides, and course materials.

DISPUTE EXPERT: Hi, I’m Muhammad Yasir, a Dispute Specialist with over 5 years of experience helping clients C repair Companies, remove negative items, and restore their financial freedom. I combine expert knowledge of CR laws (FCRA, CFPB) with industry-leading tools like CRC and Client Dispute Manager to deliver fast and reliable results. 💡 Here’s how I can help you: Analyze Experian, Equifax, and TransUnion CR reports for errors or outdated accounts Draft and send customized dispute letters (late payments, charge-offs, collections, bankruptcies, repossessions, hard inquiries) File and track CFPB complaints and escalate disputes when needed Freeze/block third-party data (CoreLogic, LexisNexis, Innovis, SageStream, ChexSystems) Maintain accurate records, organize dispute tracking, and provide weekly progress updates Offer CR score improvement strategies to rebuild positive CR history 🛠 Tools & Expertise: CRC | Client Dispute Manager | LetterStream Microsoft Excel & Google Sheets for dispute tracking FCRA & CFPB compliance knowledge CRM tools for client management and reporting 🌟 Why choose me? Proven results – clients have seen CR score increases of 50-150+ points after working with me Fast turnaround – professional, accurate dispute letters sent quickly Transparent communication – updates at every stage of the process Dedicated support – I work 30+ hours per week and respond promptly to all client messages If you’re looking for a reliable Sweep dispute specialist who can help you remove negative items and rebuild your CR , let’s connect and discuss how I can help you achieve your goals.

Hello! I'm a highly experienced Medical Billing and Dental billing Specialist with over 6 years of expertise in providing top-notch RCM solutions for US-based healthcare billing companies. Proven track record in handling medium to large healthcare clients, both in-network and out-of-network billing. I help healthcare providers, clinics, and billing companies streamline their billing process, reduce claim denials, and maximize revenue collections efficiently. My expertise spans across all key areas of medical billing, including: ✔️ Insurance Eligibility Verification ✔️ Patient Demographics & Charge Entry ✔️ CPT/ICD-10 Coding Review ✔️ Claim Submission (EDI & Paper Claims) ✔️ Payment Posting (ERA & Manual) ✔️ Accounts Receivable (AR) Follow-Up ✔️ Denial Management & Appeals ✔️ Patient Billing & Collections ✔️ Reporting & Analytics Practice Management Responsibilities: * Facilitated new practice setup for providers * Implemented strategies to improve practice revenue * Oversaw all aspects of medical billing, coding, and compliance coordination * Conducted insurance audits * Analyzed financial data to drive decision-making * Provided training to employees * Nurtured client relationships Billing: * Verified eligibility and benefit coverage * Handled prior authorization/referral processes * Scheduled patient appointments * Managed patient demographics and charge entry * Submitted insurance claims (primary, secondary, tertiary) * Analyzed Accounts Receivable and conducted collections * Followed up on denials and managed denial management * Initiated appeals on denials through calls, written communication, and fax for reprocessing * Prepared monthly and annual custom reports List of Billing Software and EHR Experience: * Intergy * MicroMD * DME Works * Kareo |• Dentritic * Open Dental * Eagle * Collaborate MD * RXNT * Simple Practice * Therapy Notes * Office Ally * NextGEN * Nextech * Claim MD * Advance MD * ECW * Insync * eThena * Raintree * Care cloud * SPECIALTIES: DME, Mental health, Psychologist, Psychiatrist, Psychotherapist. Podiatry, Pain Management, Dental billing, internal medicine, Family Medicine surgery, Dermatology, Anesthesiology, Physical Medicine & Rehabilitation, chiropractor, Dental, Wound care