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Daniela Florez - Data Entry & Content Formatting Specialist

Location: Barranquilla, Colombia

Compensation range discussed (USD): $1,000 - $1,300/month

LinkedIn Profile | email: danielaflorezaltamar@gmail.com | Phone: +57 3045793246

Summary

Quality Analyst with a Professional Degree in Mechatronic Engineering and over 5 years of experience supporting US-based clients in the insurance, healthcare and technology sectors, including recognized companies like Cisco and Allstate (when working at Foundever). Specializes in organizing and standardizing large datasets from unstructured sources—managing up to 65,000 records in single files with multiple tabs—using advanced Excel features like Pivot Tables. Emphasizes a strict, zero-error approach, validating data before migrating it into CRM platforms such as Salesforce and Zoho CRM. Beyond data management, actively translates complex performance metrics into highly visual, structured presentations using PowerPoint, Canva, and Tableau. Proficient in Google Workspace and Microsoft 365, combines high-volume data processing with formatting expertise, utilizing clean layouts and charts to deliver professional, visually consistent content for internal teams and clients.

Meet Daniela

This video from our screening interview provides a look into Daniela's background and experience:

Candidate Snapshot

US-based Experience

• Over 5 Years of Direct US Market Support: Extensive experience supporting US-based clients across the insurance, technology, and customer service sectors.

• Client Exposure: Delivered support for high-volume US accounts, working directly with systems and protocols for global organizations including Cisco, Allstate (when working at Foundever), and People Care (when working at Anchora).

Large Datasets & Visual Documentation Formatting

• Large Dataset Management: Capability handling massive unstructured datasets, notably managing single Excel files containing up to 65,000 records across multiple tabs.

• Data Structuring & Cleaning: Proficient in extracting and organizing unstructured data from diverse sources (phone calls, emails, chats, customer cases) into standardized formats using advanced Excel features, including Pivot Tables.

• Visual Documentation Formatting: Highly proficient in translating clean data into structured, visually engaging presentations. Utilizes PowerPoint, Canva, and Tableau to design clean layouts, charts, and visual materials tailored for internal reporting, QA insights, and process improvements.

Data Entry Expertise

• Operational Execution: Background as a Quality Analyst and Intake Specialist, responsible for manually extracting and converting incomplete information into structured, usable data within CRM platforms such as Salesforce and Zoho CRM.

• Quality Control: Built and maintained custom Excel trackers to monitor KPIs and audit results. Validates data accuracy and actively removes duplicates before data migration to ensure strict, zero-error alignment across internal systems.

Education

• Professional Degree in Mechatronic Engineering | Institución Universitaria de Barranquilla (2024)

Tools & Technologies

• Data Management & Reporting: Microsoft Excel, Tableau.
• Design & Presentation: Microsoft PowerPoint, Canva.
• CRMs & Platforms: Salesforce, Zoho CRM, Calabrio, SharePoint.
• General Tools: Google Workspace, Microsoft 365, Microsoft Teams, Zoom, Webex.

Key Qualifications & Highlights

• Cross-Functional Technical Expertise: Blends a formal background in Mechatronic Engineering with specialized operational experience in Quality Assurance. This unique engineering mindset allows her to rapidly comprehend proprietary internal systems, cross-reference complex data sources, and easily adapt to highly technical platform workflows.

• Proactive Quality Assurance for High-Stakes Clients: Leveraged a strict quality control background to manage performance tracking for high-volume accounts. Built specialized Excel trackers to monitor KPIs and audit agent performance, proactively identifying data inconsistencies and recurring errors to ensure rapid corrective actions and reliable final reporting.

• End-to-End Data Pipeline & Migration Ownership: Successfully managed the extraction of unstructured, incomplete data from varied operational sources, standardizing and cleaning the information in Excel before seamlessly migrating it into Salesforce. Ensured strict structural consistency by actively removing duplicates and validating data accuracy to prevent discrepancies post-migration.

• Stakeholder-Centric Visual Formatting: Adapts complex technical data into simplified, dynamic visual presentations tailored specifically for the target audience (analytical, training, or client-facing). Consistently uses clean layouts, structured charts, and highlighted key performance metrics in PowerPoint and Canva to make complex QA insights actionable and easily understandable for internal stakeholders and management teams.

Screening Interview - Key Observations

• Additional Interview Context & Platform Agility: It was noted during the screening that she is currently in the first stage of an interview process with another company. Operationally, she demonstrated strong flexibility in client collaboration, seamlessly adapting to varied communication platforms (Zoom, Microsoft Teams, Google Meet, Webex) based entirely on external client technical requirements rather than strictly relying on default internal tools.

• Task Preferences & Core Strengths: Thrives in roles that require bringing structure to disorganized information. She explicitly stated a passion for organizing, cleaning, and validating high volumes of unstructured data (sourced from calls, emails, and chat cases) into structured Google Sheets and Excel files. She highlighted her attention to detail and accuracy as primary strengths, specifically finding satisfaction in making complex datasets reliable and visually accessible for internal teams.

• Self-Assessed Weaknesses & Less-Preferred Tasks: Exhibits a clear dislike for executing strictly repetitive, "copy and paste" data entry tasks that lack strategic value. Noted a strong aversion to uploading incomplete or raw data directly into CRMs like Salesforce without verifying or reformatting it first. Additionally, regarding training and onboarding at companies like Cisco (when working at Foundever), identified passive learning—such as relying solely on instructional videos—as a less effective method for her, preferring immediate hands-on practice within the actual system to properly master new internal tools.

• Proactive Process Improvement: Demonstrated strong proactivity by challenging standard operational guidelines. When previously instructed to strictly migrate raw, unstructured data directly into a CRM, the Quality Analyst pushed back to cross-reference sources and transformed the data into structured visual slides first, ensuring the final information was actually functional, accurate, and easy to review for the client.

• Audience-Tailored Visual Communication: Showcased stakeholder empathy and advanced communication skills during internal reporting. Recognizing that standard analytical data could alienate operational team members, she proactively utilized Canva to design colorful, dynamic, and easy-to-follow presentations. This strategic formatting adjustment bridged the communication gap between quality assurance and operations, making complex performance metrics immediately understandable and actionable for agents.