Robert Guy, Jr (CSM®)
Tier 3 Technical Support Engineer, Fintech at Workiz Inc.- Claim this Profile
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Bio
Credentials
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Scrum Master Certified (SMC)
Scrum AllianceMay, 2021- Sep, 2024
Experience
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Workiz Inc.
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Canada
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Information Technology & Services
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1 - 100 Employee
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Tier 3 Technical Support Engineer, Fintech
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Jun 2022 - Present
• Assist multiple departments along with clients in collecting verification documentation to connect business accounts to our custom connect a payment processor• Work alongside the clients to gather evidence when countering disputes made against the business and submitting the evidence to our payment processing third-party company• Investigate accounts with suspicious activity to prevent fraudulent activity within the Workiz platform and reducing risk• Reviewing accounts that request limit increases in the payment processor as their business begins to grow • Lead contact for the Card Reader Beta feature for the Workiz platform which I keep open communication with testers, provide feedback directly to our development team, and troubleshoot with clients that are having issues connecting the card readers to their devices.• Chat directly with clients throughout intercom chat feature to assess their needs and assist with issues, they may have within the platform. Show less
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Onboarding Specialist
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Dec 2021 - Jun 2022
• Assist new accounts to migrate data from previous CRMs into our platform and set them up for success • Becoming an expert in the platform with the ability to train users within the platform, teaching them every feature Workiz has to offer while giving them honest ways they can use the platform to scale their business larger and assist in growing their account• Work as a relationship manager between the Sales Team and the Customer Success Team to decrease churn while building a good relationship between the client and Workiz• Provide support for the clients during the transition and troubleshoot any issues as they arise while escalating any issues to the proper team to resolve issues that need a specialist involved. • Think of creative solutions within the platform to help tailor the platform to new businesses workflows and demonstrate the customizable ability the platform has to offer. Show less
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Capital One
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Egypt
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Leasing Non-residential Real Estate
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Brand Ambassador
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Jan 2020 - Dec 2021
• Teach what Capital One has to offer customers - products, services, and experiences - to help guide them in the right direction toward their financial goals • Provide customer service over the telephone to resolve banking issues and help navigate through the online portal and mobile app • Work with local businesses, nonprofits, and charities to plan internal and external Café events • Connect with café customers to create a legendary experience within the café by showing the unique services the Capital One Café has to offer Show less
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Unibail-Rodamco-Westfield
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France
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Real Estate
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700 & Above Employee
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Concierge
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Nov 2018 - Jan 2020
• Work/partner with the (District) Marketing Director or General Manager at a Flagship Center to achieve the goals within the Center. • Define, communicate, and maintain high standards of customer service at all times. • Inform and suggest opportunities to engage customers in center and retailer events, theatre, spas, and restaurants available at Westfield Centers • Think out-of-the-box to resolve all customer concerns, and anticipate their interests in services, amenities, programs, and events while at Westfield Centers • Maintain communication, schedule, and onboard artists to perform at the center for the Unplugged Series program Show less
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Clarks
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United States
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Retail
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1 - 100 Employee
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Team Leader
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Jan 2016 - Nov 2018
Successfully trained new employees on the team to provide excellent customer service skills while striving to achieve product sales goals for the store. • Interact and connect with customers on a personal level • Merchandise sale items to help reach daily sale goals • Maintain an upbeat and positive experience for the clients • Open/Close store and registers Successfully trained new employees on the team to provide excellent customer service skills while striving to achieve product sales goals for the store. • Interact and connect with customers on a personal level • Merchandise sale items to help reach daily sale goals • Maintain an upbeat and positive experience for the clients • Open/Close store and registers
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Serrato Studios
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United States
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Fine Art
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Photographers Assistant
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Jan 2015 - Dec 2017
Received positive feedback from clientele that I provided a professional and positive experience. • Photograph and film events • Coordinate and maintain event schedules • Equipment management Received positive feedback from clientele that I provided a professional and positive experience. • Photograph and film events • Coordinate and maintain event schedules • Equipment management
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Education
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2012 - 2017
Palomar College
Associate of Science - AS, Accounting -
2014 - 2017
Palomar College
Certificate of Proficiency - Bookkeeping/Accounting Clerk
Community
