Client Operations
Oversees communication, agreements, invoices, cases, documents, service updates, follow-up, and internal handoffs.
Client Services Director, Operations, IT Support, and Administrative Support
Brie leads client services and internal operations across iAutoAgent. She also provides the company’s day-to-day IT and administrative support, builds CRM and automation workflows, supports hiring and training, manages website and SEO projects, and keeps company systems, records, and client work moving.
Brie’s role crosses client service, company operations, technology, administration, hiring, documentation, and digital projects.
Oversees communication, agreements, invoices, cases, documents, service updates, follow-up, and internal handoffs.
Handles account access, software setup, troubleshooting, website issues, email routing, CRM problems, and technical support.
Supports scheduling, records, documents, hiring administration, onboarding, project tracking, and internal communication.
Builds and tests Zoho workflows, forms, custom modules, field mappings, document routing, invoicing, and lead processes.
As Client Services Director, Brie leads the operational structure supporting iAutoAgent’s consumer and business programs. She helps move client work from the first inquiry through agreements, payments, service delivery, documentation, and completion.
She also serves as the company’s internal IT and administrative support. That includes managing user access, troubleshooting software and website issues, maintaining records, coordinating schedules, organizing documents, supporting hiring, and helping team members use company systems correctly.
Clear ownership and working systems keep client and internal work moving.
Accurate CRM data, documents, invoices, and access reduce avoidable errors.
Team members receive the context, tools, and next steps required to continue the work.
Brie builds and maintains workflows across Zoho CRM, Creator, Sign, WorkDrive, Invoice, Google Workspace, Gmail, website forms, and related business systems.
Her work includes lead conversion, custom case creation, signed agreement handling, folder creation, document uploads, invoice automation, payment follow-up, duplicate protection, lead routing, parser workflows, account access, troubleshooting, and internal process documentation.
The company should not stop working because one system failed, one person lost access, or one process was never documented.
Brie supports the visible client work and the internal infrastructure required to deliver it.
Brie manages the connections between clients, team members, records, software, documents, websites, agreements, invoices, email, access permissions, training materials, and internal projects.
Communication, cases, agreements, invoices, documents, scheduling, and issue resolution.
Accounts, access, email, CRM, websites, forms, software, and technical troubleshooting.
Records, schedules, hiring documents, onboarding, SOPs, and project tracking.
Brie handles the practical work required to keep client service, internal administration, technology, and company projects aligned.
Communication, agreements, invoices, documents, follow-up, and case coordination across iAutoAgent programs.
Troubleshooting accounts, email, access, websites, forms, software, CRM issues, and automations.
Records, schedules, documents, hiring administration, onboarding, and project tracking.
Custom modules, layouts, fields, workflows, functions, forms, folders, invoices, and alerts.
Screening, interviews, contractor documents, onboarding, access checklists, and internal guides.
Website pages, forms, search optimization, analytics, media content, and brand consistency.
Brie often diagnoses problems that cross multiple systems. A website form may affect CRM data. A CRM workflow may affect an agreement, folder, invoice, payment, or client follow-up.
The technical system must work, the records must be correct, the responsible person must know what to do, and the client must receive the expected result.
Brie’s approach is direct, structured, and focused on the actual cause of a problem. She determines what failed, what information is missing, who owns the next action, and what must change.
Her goal is to make iAutoAgent easier to operate, easier to maintain, and more consistent for clients and team members.
Learn more about Brie’s client service, operations, IT, administrative, and systems responsibilities.
Brie Delos Reyes is the Client Services Director and an operations, IT support, and administrative support leader at iAutoAgent.
Brie leads client services and internal operations, provides IT and administrative support, builds CRM workflows, supports hiring and training, and manages website and SEO projects.
Brie handles user access, account setup, email and software troubleshooting, website issues, CRM problems, automation testing, forms, and technical coordination.
Brie supports scheduling, records, documents, agreements, invoices, hiring administration, onboarding, procedures, project tracking, and leadership priorities.
Brie works with Zoho CRM, Creator, Sign, WorkDrive, Invoice, Google Workspace, Gmail, website systems, forms, lead routing, and analytics tools.
Connect with Brie on LinkedIn or contact the iAutoAgent team for help with your next vehicle decision.