Joni C

I've supported Intuit QuickBooks Online, Payroll Premium, and FINTRAC compliance through Foundever, helping B2B and B2C clients set up subscriptions, renew plans, troubleshoot issues, and choose the right solutions. My client guidance earned Top Seller recognition in January 2026.

I use QuickBooks automation to improve reconciliation efficiency and Salesforce CRM to track leads, manage pipelines, document client interactions, and support retention and upselling. I also provide personalized administrative support for individual QuickBooks Online users by organizing financial records and simplifying workflows.

Previously, I supported banking customers at Sutherland Global, reviewing suspicious and unauthorized transactions, processing account cancellations, and collaborating with fraud investigation teams to strengthen risk management and compliance.

Across customer service, financial technical support, banking, and retail sales, I bring clear communication, accurate transaction handling, strong attendance, and a practical focus on improving processes. I'm comfortable working independently with QuickBooks Online, Salesforce CRM, Google Workspace, Microsoft Office, AI productivity tools, and retail POS systems.