Amanda Heredia

Background

About Amanda Heredia

Customer Service: Assisted customers with various aspects of their financial software, including TurboTax (tax preparation), QuickBooks (accounting software), and Mailchimp (email marketing). This includes providing technical support, explaining features, and offering guidance on tax-related or financial issues. Subject Matter Expert: Provided expertise, guidance, and insights to various teams. Provided agents with product support, training and strategy in communication with customers. Security Services: Assisted in safeguarding user data and preventing fraudulent activity within customer accounts. Payroll Expert: Assisted customers in payroll processes and compliance, particularly within the context of Intuit's QuickBooks platform. Assisted with payroll processing, tax filings, and ensuring compliance with relevant regulations. Trainer: Trained new agents on how to use financial software tools, covering topics from basic functionality to advanced techniques. Developed and delivered lessons, facilitated classroom discussions, provided individualized support, and assessed new agent progress.