Carlos Hidalgo
Lake Forest
Summary
Career driven individual with a strong work ethic and proven reliability, seeking to expand skills and contribute to a dynamic team's success in a challenging and fulfilling role. Proactive communicator dedicated to contributing to organizational success.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Technology Consultant
Circle MSP
02.2024 - Current
- Connect with clients to identify fiscal goals and how to leverage new technologies to offset expenses
- Manage client accounts to ensure satisfaction in their product throughout the sales and onboarding stage
- Actively engage with business owners to showcase the organization's offerings through telemarketing and in person cold calling
- Proactively help improve existing operational processes to refine the sales process.
Project Manager/Senior Case Manager
Omega Accounting Solutions
05.2021 - 12.2023
- Led and supervised multiple IT initiatives ranging from server, email and database migrations
- Conducted requirement gathering for projects and effectively communicated findings to the IT team for development
- Served as the primary contact for clients seeking the ERC, acted as a subject matter expert, and communicated proactively via email and phone to collect tax documents
- Efficiently managed a diverse portfolio of over 300 clients, providing regular updates on their files via phone and email, ensuring proactive communication and client satisfaction.
Education
No Degree - International Studies
University of California Irvine
Irvine, CA06.2018
Skills
- Project Management Skills
- Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Strong Customer Service Skills
- Strong Attention to Detail
Certification
Business Relationship Management Professional, 08/01/23, Present
Personal Information
Title: Technology Consultant
Timeline
Technology Consultant
Circle MSP
02.2024 - Current
Project Manager/Senior Case Manager
Omega Accounting Solutions
05.2021 - 12.2023
No Degree - International Studies
University of California Irvine
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