Roberta Ojada
Debt Solutions Assistant (Dsa) at David Sklar & Associates
Based in Canada
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Seniority
Staff
Department
Finance & Accounting
Location
Canada
Industry
Financial Services
Company size
52
Contact information
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r•••••••@davidsklar.com
Phone
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Background
About Roberta Ojada
Detail-oriented client solutions professional with experience managing CRM workflows, guiding customers through complex processes, and translating business needs into structured operational solutions. Skilled in client onboarding, process documentation, and case lifecycle management within regulated environments. Proficient in CRM platforms, including HubSpot and FileAssure, with experience supporting workflow configuration, maintaining accurate system records, and collaborating across teams to deliver efficient client outcomes. Known for strong communication, technical adaptability, and the ability to simplify complex information while supporting customers through critical decision-making processes.
Decision-makers
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