Client Relationship Manager | Customer Support and Sales
Pampanga, Porac, Philippines
Client Relationship Manager with 12+ years of experience (2014–Present) in Sales, CRM, and Client Onboarding. I specialize in client onboarding and compliance, researching lenders and financing options, verifying and auditing documentation, and communicating clearly at every step. - Led client onboarding and built lender relationships to match clients with financing options - Verified and audited client documentation for compliance before submission - Coordinated across teams to reduce delays in the application process - Managed CRM systems (HubSpot, HighLevel) to track and retain client relationships Tools: HubSpot, HighLevel, Asana, ClickUp, Google Workspace, Slack, Zoom. Open to remote roles in client relationship management, client onboarding, or sales. Let's connect!
Deliver Capital, freelance
Jun 2024 to Aug 2026
- Led client onboarding, researching lenders and financing options to build banking relationships - Verified and audited client documentation for compliance before submission - Coordinated communication across teams to reduce application delays
Cactus Collective Weddings, freelance
Dec 2022 to Mar 2023
- Provided after-hours customer support via email and chat - Responded to client inquiries and sent client proposals
Alpha Cloud Online Solutions, full_time
Aug 2018 to May 2024
- Generated sales via outbound calls, consistently meeting sales goals - Maintained product knowledge to support the sales process - Responded to customer queries via email and chat
iQor Philippines, full_time
Jan 2014 to Jan 2017
- Managed a high volume of incoming customer calls - Identified and assessed customer needs to achieve satisfaction - Handled customer complaints, provided solutions and alternatives within time limits, and followed up to ensure resolution