Patricia Morales Cantillo

• Assisting clients in arranging payments to their nominated charity recipients, ensuring compliance requirements and processing timelines are met and procedures followed

• Conducting due diligence on potential donation recipients, from charities to individuals

• Creating and delivering simple reports and analysis for clients

• Performing desktop research from time to time on charities

• Using relevant IT platforms (proprietary, Salesforce CRM, Salesforce Service Cloud, Monday.com), Excel

spreadsheets

• Maintaining customer service levels according to Good2Give’s standards

• Managing smaller revenue clients, with support from Client Relations Managers, to identify and grow

new business opportunities

• Understanding the role customer service plays in creating a better customer experience and can

actively contribute to improving this

• Work in partnership with the Finance, Product and Technology, and Client Relations teams to deliver

an exceptional customer experience.

Responsibility for the administration of Workplace Giving programs involves:

• Updating and confirming payroll deductions

• Ensuring funds received are reconciled with the client payrolls

• Train Payroll Managers on how to use Good2Give’s Workplace Giving Platform

• Oversee the implementation of the Platform into new clients with straightforward requirements

• Promote Appeals and Fundraising events in line with Good2Give Marketing activities and during times

of natural disasters

• Support and troubleshoot issues faced by charities in using the Platform.

• Manage a high volume of calls & up/ cross sell accordingly.
• Facilitate & process sales & all package plans enquiries.
• Meet & exceed all KPIs & maintain record of interactions.
• Manage, resolve & record all customer enquiries/ complaints.

• Manage high level of calls & record/ respond to all enquiries.
• Process sales & modifications to completed sales/ bookings.
• Complete data entry, multi- platform reservations & payments.
• Liaise with all stakeholders & process reporting accordingly.

• Streamlined reservation processes for increased efficiency and reduced booking errors.
• Addressed customer concerns and resolved issues, resulting in improved guest relations.
• Achieved high customer satisfaction scores with prompt and courteous service during reservation calls.
• Utilized various software systems for efficient reservation processing and data management.

• Maintained clean and organized restaurant to comply with hygiene and health regulations.
• Cleared area, cleaned and wiped tables and chairs to remove residue and comply with hygiene standards.
• Greeted and seated guests to provide friendly and welcoming experience.
• Maintained clean and organized dining areas for an enjoyable guest experience.

• Supervise, delegate & manage a team of 10+ staff daily.
• Monitor & provide performance improvement changes.
• Provide support, conduct rostering & develop/ deliver training.
• Complete payroll, inventory management & shift co- ordination.

• Answered general marketing department inquiries by email, phone, and mail.
• Developed visually engaging marketing materials to support product launches and promotions.
• Collaborated with external agencies on advertising campaigns, ensuring alignment with overall marketing objectives.
• Tracked and reported on marketing campaign responses.
• Manage $350k USD monthly accounts &supervise retail distribution in 3 . 5 k sale points whilst overseeing stock.
• Drive profitability & growth & recommend distribution strategies. Exceed KPIs & sales goals consistently & update pricing.
• Co- ordinate daily with stakeholders & ensured sales uptake.