William Borg Capada

• Identified patterns and trends in large data sets and provided actionable insights.
• Developed required policies and procedures that reflected actual goals, tasks and workflows, while meeting all regulatory compliance requirements.

• Data Management and Reporting

• Sales and Revenue Analysis for retail and wholesale

• Forecasting

• Preparation of reports, analyzing data and identifying solutions.

• Shopify Inventory Analysis

• Data visualization and infographics using Google Data Studio, Tableau, Datawrapper

• Process Improvement

• Populating and updating spreadsheets

• Data gathering

• Product analytics support

• Data insights and analysis

• Data cleaning

• Data aggregation
• Macro writing

• Identify and understand customer segments

• Analyze the competitive landscape and market conditions to gain insights into industry pricing trends and customer expectations

• Data Analysis and Reporting

• Lead Prospecting

• Project Management

• Manage tasks using Notion, HubSpot, and Google Sheets

• Identify and research potential targets that meet the companies investment criteria

• Admin tasks

• Create SOP documentation

• Client Relations

• Drafting Mutual NDA forms via PandaDoc

• Find ways to automate work flows via Zapier for better productivity

• Analyze company financial statements.

• Provide quick assessments and highlight areas of interest or concern.

• Deliver insights on what to watch for and what's reasonable

• Review financial statements and draft detailed summaries

• Writing content and pitches for both the website and external publications and utilizing key data insights

• Conduct targeted research and analysis, which are used for content and articles.

• Client Relations

• Operations Support

• Preparation of reports, analyzing data and identifying solutions.

• Planning and scheduling ongoing projects to make sure we are able to meet the client's deadline

• Coordinating tasks and updates about ongoing projects to the CEO

• Process improvement and development

• Organizational, transcription and research skills

• Participates in weekly proactive planning sessions for client engagement activities.

• Responds to customer inquiries and concerns by creating customized solutions in a proactive manner.

• Monitors and tracks daily/weekly KPIs in line with OKRs.

• Executes sales and service tactics, activities and processes, as defined by the C-Level.

• Proactively manages risk in every business, product and service transaction leveraging all available tools.

• Assists, educates and trains independent contractors.

• Leverages available resources and technologies to optimize the customer experience.

• Executes overall management responsibility around client tone and reference ability.

• Develops and manages relations with key client stakeholders.

• Identifies initial solution requirements through discovery sessions with clients.

• Assigns tasks to team members and directs workflow to Full Time Equivalency

• Interacts with organization personnel related to client-raised issues.

• Identifies and expresses prospective implementation risk and mitigations.

• Executes performance reviews and conducts resource management duties for efficiency.

• Directs the development of technical and operational strategy.

• Client Relations
• Operations Support
• Preparation of reports, analyzing data and identifying solutions.
• Planning and scheduling meetings and appointments
• Email Management
• Organizational, transcription and research skills
• WordPress editing and blog posting
• Managing Communication
• Data Entry and Record Keeping
• Managing Filing Systems
• Meeting Coordination and Support
• Handling Expenses and Budgets
• Assisting with Special Projects

• Increased property occupancy rates by effectively marketing available units and conducting thorough tenant screenings.
• Analyzed operational information for impact on ROI, identified trends and recommended appropriate adjustments.
• Implemented comprehensive safety protocols to minimize potential risks and ensure the well-being of all residents within the property.
• Monitored progress of construction and maintenance projects and notified appropriate individuals of project updates, delays, and schedule changes.
• Coordinated appointments to show marketed properties.
• Data entry for time cards of technicians, invoices of work orders, billable hours and property information.
• Enhanced tenant satisfaction by promptly addressing concerns and resolving issues in a timely manner.
• Coordinated with maintenance staff to ensure timely completion of repairs, minimizing downtime for tenants and maintaining property aesthetics.

• Answers escalated calls and emails
• Provides daily feedbacks through proper coaching and coordinates with their direct supervisor
• Assist the direct supervisor in managing the team
• Coordinates directly to the leadership team of other departments for any procedural clarifications and make corrections if needed
• Process and review payout requests by customers via Bitcoin using Blockchain and Coinbase to ensure that there are no fraudulent activities.
• Provides daily reports as needed
• Manages daily schedule of staff members in accordance to business needs
• Do calibrations sessions and meetings with Support Team
• Provides floor support
• Assists the Training Team in providing assessment for new hires

• Collected and returned unpurchased or returned items to correct shelf locations and arranged displays to promote sales.
• Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
• Followed-through on all critical inter-departmental escalations to increase customer retention rates.
• Cross-trained and backed up other customer service representatives
• Sought ways to improve processes and services provided.
• Developed and updated databases to handle customer data.
• Educated customers about billing, payment processing and support policies and procedures.