Crystal

Virtual Assistant

Get to Know Me

Professional Summary

Detail oriented and dependable Sales Development Representative with extensive experience in outbound calling, lead qualification, appointment setting, and client support across insurance, home services, logistics, and professional services. Brings a strong operational mindset with the ability to manage sales orders, invoicing, dispatch coordination, and CRM workflows alongside sales outreach. Known for clear communication, calm execution under pressure, and consistent support of revenue generating activities through structured follow up and accurate documentation.

Key Skills Icon

Key Skills

Lead Generation and Qualification
Cold Calling and Sales Outreach
Appointment Setting and Follow Up
Customer Service and Client Communication
Insurance Lead Handling and Claims Support
Dispatch Coordination and Scheduling
CRM and Dialer Tools including Vicidial and Convoso
Sales Order Processing and Invoicing
Email and Messaging Management
Administrative and Back Office Support
Process Optimization and Workflow Management
Task and Time Management
Detail Accuracy and Documentation
Cross Team Coordination
Problem Solving and Reliability
Remote Work Efficiency

Professional Experience

Experienced sales and operations support professional with over a decade of hands on involvement in outbound sales, customer service, dispatching, and administrative workflows. Proven ability to qualify leads, set appointments, manage client accounts, and support sales pipelines through consistent outreach and organized follow up. Strong background in insurance, home services, logistics, and credit related campaigns, with experience handling high volume calls, coordinating technicians, and managing invoicing and payment processes. Recognized for reliability, adaptability, and a service focused approach that strengthens client trust and operational efficiency.

Crystal

Get to Know Me

Watch a brief introduction that highlights my professional background and areas of expertise.

Professional Summary

Detail oriented and dependable Sales Development Representative with extensive experience in outbound calling, lead qualification, appointment setting, and client support across insurance, home services, logistics, and professional services. Brings a strong operational mindset with the ability to manage sales orders, invoicing, dispatch coordination, and CRM workflows alongside sales outreach. Known for clear communication, calm execution under pressure, and consistent support of revenue generating activities through structured follow up and accurate documentation.

Key Skills

Lead Generation and Qualification
Cold Calling and Sales Outreach
Appointment Setting and Follow Up
Customer Service and Client Communication
Insurance Lead Handling and Claims Support
Dispatch Coordination and Scheduling
CRM and Dialer Tools including Vicidial and Convoso
Sales Order Processing and Invoicing
Email and Messaging Management
Administrative and Back Office Support
Process Optimization and Workflow Management
Task and Time Management
Detail Accuracy and Documentation
Cross Team Coordination
Problem Solving and Reliability
Remote Work Efficiency

Professional Experience

Experienced sales and operations support professional with over a decade of hands on involvement in outbound sales, customer service, dispatching, and administrative workflows. Proven ability to qualify leads, set appointments, manage client accounts, and support sales pipelines through consistent outreach and organized follow up. Strong background in insurance, home services, logistics, and credit related campaigns, with experience handling high volume calls, coordinating technicians, and managing invoicing and payment processes. Recognized for reliability, adaptability, and a service focused approach that strengthens client trust and operational efficiency.