Kenn Bernard Basa
About Candidate
You can call me Kenn. I turn every customer interaction whether through calls, emails, or chats—into an opportunity for sales, customer retention, and business growth.
I bring consistent attendance, adaptability, and the ability to work effectively in any team environment. My focus is simple: understand the business, connect with customers, contribute to team performance, and help the company achieve its target KPIs.
Location
Work & Experience
Handled bookkeeping workflows in QuickBooks Online and Kick, including importing data, recording transactions, and categorizing income and expenses. Reconciled bank and credit card accounts, reviewed discrepancies and duplicates, and maintained the Chart of Accounts and month-end records
Tracked shipments and delivery progress in ShipHero, verifying order details before sharing accurate tracking updates and estimated arrival information with customers. Maintained and corrected customer profiles and support records in Gorgias, investigating discrepancies and documenting interactions for consistent follow-up. Responded to product questions and customer complaints using product listings and internal resources; escalated complex cases and followed through on resolution. Coordinated with team leads and colleagues through Slack and handled customer calls using Aircall while meeting established service expectations
Maintained and verified confidential client records using Clio, Excel, Google Drive, and CRM systems, keeping documentation accurate and organized. Explained client billing and retainer fees through Bill4Time, addressed charge-related inquiries, and communicated fee information clearly. Updated client files, documented interactions, tracked administrative tasks, and coordinated follow-ups to support timely case and account administration. Conducted client intake conversations by phone, documented case-related information, and coordinated attorney consultation appointments and follow-ups Maintained confidential client profiles, case notes, and digital records in Clio, spreadsheets, Google Drive, and CRM systems;verified details for accuracy and completeness
Entered, updated, and maintained client information in spreadsheets, databases, and CRM platforms with attention to consistency. Organized business correspondence and flagged time-sensitive items for accurate and prompt follow-up. Maintained confidential business records and coordinated deadlines and administrative workflows across client accounts.
Supported Intuit QuickBooks student accounts and vendor account inquiries (Apr 2014 – Dec 2015), troubleshooting account issues and explaining available options. Assisted students with QuickBooks purchases and upgrades, clearly communicating product features, account options, and service information. Previously supported AT&T customer service and billing inquiries; maintained accurate customer interaction records and followed account support procedures.
