Philip Yang
@philipyang
I am a customer support specialist focused on technical troubleshooting and SaaS operations.
United StatesWhat I'm looking for
I am a dedicated customer support professional with experience in technical troubleshooting, back-office operations, and using Salesforce, Zendesk, and Tableau to manage complex inquiries and improve efficiency. At Teladoc I proactively reduced wait times by initiating timely outreach, resolved provider inquiries through Salesforce, and presented nationwide consult data reports using Tableau. Previously at Computershare I supported global shareholders across roughly 1,000 monthly phone interactions, handling transfers, stock issues, and account management.
I also onboarded clients at Paylocity, importing HR and payroll data, training users, and using Taskray and E-Verify to manage implementations. I hold GenAI certifications and am passionate about leveraging AI and transferable skills to improve remote operations and support technical growth.
Experience
Work history, roles, and key accomplishments
THProactively reduced wait times by initiating nationwide outreach to providers and members, improving response time and operational efficiency. Resolved provider inquiries via Salesforce and presented Tableau consult data reports to management.
COSupported global shareholders and employees across major clients during ~1,000 monthly phone interactions, handling account transfers, stock transactions, and access issues. Managed shareholder accounts involving certificates, stock options, restricted stock, and employee stock purchase plans to ensure accurate service delivery.
PAOnboarded and transitioned new small-business clients to Paylocity, importing employee demographics, payroll, and HR data and configuring E-Verify. Led recurring client calls and training sessions, reviewed implementation documentation, and managed tasks using Taskray to ensure successful go-live.
Education
Degrees, certifications, and relevant coursework
SUStetson University
Bachelor of Business Administration, Accounting
Completed a Bachelor of Business Administration with a major in Accounting at Stetson University in 2016.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
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