Operations Virtual Assistant | Project Coordination | CRM Management
Metro Manila, Makati, PH
Client-focused Operations Virtual Assistant with extensive experience in administrative support, project coordination, account management, and sales and marketing operations. Skilled in managing projects and schedules, maintaining accurate documentation, and supporting cross-functional teams to ensure efficient day-to-day business operations. Experienced in maintaining CRM data, preparing proposals and contracts, assisting with client onboarding, coordinating vendor engagements, and managing invoicing and payment tracking.
Ingenu CRO Pty Ltd, full_time
Aug 2021 to Apr 2026
• Gathered and assessed client requirements through effective communication and research methodologies. • Evaluated RFPs and prepared tailored proposals, ensuring timely submission in line with deadlines. • Managed vendor communications, negotiating pricing and terms to align with project objectives. • Maintained accurate client and lead records in the CRM system, enhancing data integrity and accessibility. • Draft contracts based on agreed pricing and terms outlined in proposals, and coordinate with clients to facilitate review and approval. • Tracking interactions, communications, and sales activities.
Zaheer Carpets Inc., full_time
Feb 2017 to Mar 2021
• Acquired and maintained a diverse portfolio of individual and corporate clients, driving monthly and annual sales targets. • Conducted engaging product presentations for prospective corporate clients, enhancing brand visibility. • Served as the primary point of contact for customer inquiries, ensuring high levels of client satisfaction. • Negotiated pricing and terms, prepared quotations, and monitored project progress for successful completion. • Verifies purchase orders and monitor the project progress to ensure successful completion. • Prepare billings, official receipts, sales invoices and monitor client payments.
Berlitz Language Center, full_time
Jun 2013 to Sep 2016
• Conducted prospect end-user sales interviews to present tailored Berlitz solutions. • Developed program proposals for prospective clients, enhancing engagement and conversion rates. • Managed a diverse client base of corporate accounts, ensuring satisfaction and timely payments. • Prepare Enrollment Agreement (contract), billings and monitor client payments. • Scheduled language proficiency assessments and acted as the primary contact for assigned accounts.
Fortune Life Insurance Co. Inc., full_time
May 2010 to Apr 2013
• Reviewed and processed loan applications to ensure compliance with company policies. • Collected and verified necessary documentation, maintaining accurate records for each applicant. • Calculated eligible loan amounts based on company guidelines and applicant criteria. • Updated loan information in internal systems, ensuring data integrity and accessibility.