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What does the client’s business do?
Our client’s company is dedicated to fostering and maintaining strong relationships with their clients. This commitment allows them to efficiently manage a variety of real estate needs, including property showings, rental maintenance coordination, listings, and transactions involving buying and selling properties.
Due to a growing demand, our client urgently needed someone to handle client inquiries, oversee billing and expense tracking, assist with real estate team tasks, and maintain organized records.
What were the requirements?
The ideal candidate needed to have proven experience in customer service, accounting, or a related field, as well as:
- Experience with social media marketing and digital communication platforms.
- Proficiency in Microsoft Office (Word, Excel).
- Excellent communication and interpersonal skills, with the ability to interact effectively with clients and team members.
- Solid understanding of accounting principles and financial reporting.
- Ability to manage multiple tasks simultaneously and meet tight deadlines.
- Detail-oriented with strong organizational and problem-solving skills.
That’s where Valeria comes in.
What were the responsibilities?
Upon starting, Valeria’s primary responsibilities involved supporting the accounting team with financial reporting, data entry, and account reconciliation. However, as time went on, she also took on:
- Customer Service: Responding promptly to client inquiries via phone and email, providing exceptional customer service.
- Social Media Marketing: Managing and updating the company’s social media profiles, executing marketing strategies to improve online presence and engagement (Google Ads, Facebook Marketing, Instagram, etc.).
- Invoicing and Expense Tracking: Handling all aspects of invoicing and expense tracking, ensuring accuracy and timely processing.
- Administrative Support: Assisting the real estate team with tasks such as scheduling, document preparation, and property listings and management.
- Record Keeping: Maintaining organized and up-to-date records of all communications, transactions, and marketing efforts.
- Process Improvement: Collaborating with team members to identify and implement process improvements to enhance efficiency and customer satisfaction.
What was the candidate’s background?
Valeria is a young Venezuelan who stood out among many candidates. She has over 4 years of experience in the accounting field, performing various tasks such as bank reconciliations, general analysis of accounting accounts, and request for quotations, among many others. Although her most recent work experience was an on-site role, she also worked remotely as an accounting assistant for a Canadian company, giving her valuable experience working in different languages and in remote settings.
Valeria has been working with our client for some time now, and both she and the company are happy with the collaboration and results.
How did they find this candidate?
The company used South! We help US businesses find, hire, and pay top Latin American talent.
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