Yocayra O.

I am offline now

Bookkeeping Customer Success Specialist

Served as the primary point of contact for a portfolio of accounts, including complex and high-priority clients, maintaining accuracy and consistency throughout. Monitored account activity regularly to catch bookkeeping errors and discrepancies before they became bigger issues. Partnered with accounting and operations teams to ensure financial reports and deliverables went out accurately and on time. Resolved issues quickly and proactively, which made a noticeable difference in day-to-day account management. Kept detailed records of all account interactions in CRM and internal systems, maintaining clean documentation throughout. Contributed process improvement ideas that helped the team work more efficiently across ongoing accounts. Mentored and guided new hires through onboarding, sharing best practices and providing hands-on support to help them ramp up quickly.

Dirección General de Impuestos Internos (DGII)

Register Officer

Processed and reviewed taxpayer identification requests, ensuring full regulatory compliance. Maintained organized records and filing systems for departmental documentation. Collaborated across departments to support internal operations and improve workflows. Contributed to process improvement initiatives that measurably increased team efficiency.

Concentrix

Customer Service Advisor I

Processed and documented high volumes of inquiries, maintaining accurate and organized records in CRM systems. Consistently met short- and long-term performance targets in a fast-paced environment. Handled escalated complaints, turning negative experiences into positive outcomes. Documented customer interactions and maintained accurate records in CRM systems.