Joff Willard V.

Effective account management takes more than resolving tickets. It means owning the relationship, catching problems early, and following through. I bring that standard to every account, backed by tools and automation that keep work accurate and moving. For 4+ years I've worked in customer service and account management, from Representative up to Supervisor. I've trained new hires, coached teams toward performance targets, and kept resolution times and client satisfaction strong. Today I'm an Account Management Tech, supporting account managers with sales orders, fulfillment tracking, carrier coordination, and reporting. What I build and maintain • Clean, consistent Excel reports and workbooks that are ready to send • Trackers and dashboards showing order, ticket, and fulfillment status • Billing and account audit reports for client review • SOPs, email templates, and QA checklists • AI-assisted workflows that cut repetitive manual work Tools: HubSpot, ConnectWise, Microsoft Excel, Google Workspace, Claude, ChatGPT, Gemini Where I can help • Account management and client support across tickets, chat, and email • Reporting, data cleanup, and workflow improvement • Process documentation • Team training and coaching • Admin/VA support I check data before I build on it, flag problems early, and document my work so others can use it. If that fits what you need, I'd welcome a conversation.