Joas Joachin
Renewal Specialist at Kofax- Claim this Profile
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Topline Score
Bio
Experience
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Kofax
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United States
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Software Development
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700 & Above Employee
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Renewal Specialist
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Oct 2019 - Present
Sunrise, Florida, United States • Drives sales revenue through software contract renewals, lead referrals and other products.. • Create and provide customer proposals and supply any related documentation and/or brochures supporting all customer proposals. • Use Salesforce CRM System to document all customer activity. • Validate and confirm accuracy of all supporting data for quotes, also resolved any discrepancies through Excel. • Engaged end-users and answered questions via email, phone, website live chat and in… Show more • Drives sales revenue through software contract renewals, lead referrals and other products.. • Create and provide customer proposals and supply any related documentation and/or brochures supporting all customer proposals. • Use Salesforce CRM System to document all customer activity. • Validate and confirm accuracy of all supporting data for quotes, also resolved any discrepancies through Excel. • Engaged end-users and answered questions via email, phone, website live chat and in forums. Show less
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JPMorgan Chase & Co.
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United States
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Financial Services
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700 & Above Employee
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Client Relationship Specialist (temporary)
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Dec 2018 - Sep 2019
Miami, Florida, United States • Arranged for transportation to and from airport, train station, hotel, car rental and events for card members. • Worked closely with guests, some VIP or celebrity, with high degree of respect for privacy. • Provided each guest with list of resort's upcoming activities and events upon check-in to enhance stays. • Received training and certification from J.P Morgan travel to represent brand, explain technical functions of card benefits. • Developed team communications and… Show more • Arranged for transportation to and from airport, train station, hotel, car rental and events for card members. • Worked closely with guests, some VIP or celebrity, with high degree of respect for privacy. • Provided each guest with list of resort's upcoming activities and events upon check-in to enhance stays. • Received training and certification from J.P Morgan travel to represent brand, explain technical functions of card benefits. • Developed team communications and information for group meetings. • Responded to clients' questions, issues, and complaints and found appropriate solutions when needed. • Dealt with inquires for high quality Jewelry. • Facilitated workplace productivity by effectively coordinating appointment schedules and itineraries and managing accounts and budgets. • Resolved financial inconsistencies through collections. Show less
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MSC Cruises
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Switzerland
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Travel Arrangements
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700 & Above Employee
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Group Coordinator
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Mar 2017 - Feb 2019
Fort Lauderdale, Florida, United States • Worked with Travel agents 'and customers to understand requirements and provided exceptional customer service. • Developed team communications and information for group meetings. • Insured quality assurance during on site evaluations and internal preserving company customer surveys. • Maintained records related to sales, returns and inventory availability. • Managed dining form and special request for dining aboard ship and assisted with special charter request. • Created and… Show more • Worked with Travel agents 'and customers to understand requirements and provided exceptional customer service. • Developed team communications and information for group meetings. • Insured quality assurance during on site evaluations and internal preserving company customer surveys. • Maintained records related to sales, returns and inventory availability. • Managed dining form and special request for dining aboard ship and assisted with special charter request. • Created and issued contracts for travel agents. • Incoming and outgoing calls to service new and existing customers • Pleasantly greeted customers on phone and asked open-ended questions to determine reason for call. Show less
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KeyStaff
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United States
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Staffing and Recruiting
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1 - 100 Employee
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Receptionist
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Apr 2014 - Jan 2017
Tamarac, Florida, United States • Greeted and attended guest with questions and certain concerns. • Answered incoming calls, faxed, printed, and sent out invoices to customers. • Assisted with delivered mail and received orders. • Answered inquiries and resolved or escalated issues to management personnel to ensure client satisfaction. • Prepared meeting minutes and edited subcontractor proposals, project punch list, transmittals and memorandums for organizational support. • Sorted and distributed office mail… Show more • Greeted and attended guest with questions and certain concerns. • Answered incoming calls, faxed, printed, and sent out invoices to customers. • Assisted with delivered mail and received orders. • Answered inquiries and resolved or escalated issues to management personnel to ensure client satisfaction. • Prepared meeting minutes and edited subcontractor proposals, project punch list, transmittals and memorandums for organizational support. • Sorted and distributed office mail and recorded incoming shipments for corporate records. Show less
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Education
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Broward College
Associate of Arts - AA, PUBLIC ADMINISTRATION AND SOCIAL SERVICE PROFESSIONS