Operations Support | Process Documentation | CRM Management
Negros Oriental
šÆ Solve customer problems Investigate issues, find real solutions, keep customers updated š Organize your data Clean up customer records, contracts, and business information so your team can work smoothly š Write clear guides Create step-by-step instructions and training materials so your team knows what to do ā” Work independently Manage my own time, stay organized, and get things done without micromanagement š ļø Tools I Use: ā Intercom ā Chargebee ā Exact ā Salesforce ā Asana ā Notion ā Google Workspace ā Microsoft Office ā PandaDoc ā Exact ā Canva ā Calendly ā Spreadsheets (Excel/Google Sheets) š My Background: 8 years working in travel, finance, hospitality, and tech. I've handled thousands of customer issues, organized data for growing teams, and written guides that actually help people do their work. šŖ Why hire me: Thorough, reliable, detail-oriented. I investigate problems to find root cause. I prevent issues before they happen. I communicate clearly.
Sophi Outsourcing, full_time
Mar 2023 to Aug 2026
⢠Handle daily client inquiries through Intercom and email, maintaining fast response times and high first-contact resolution. ⢠Prepare and reconcile invoices, subscription records, and billing reports in Chargebee and Salesforce, improving billing accuracy and payment turnaround. ⢠Audit active contract data against billing records to surface discrepancies before they reach the client. ⢠Investigate billing and platform issues end to end, including evidence-based escalations to third-party vendors and product teams. ⢠Write SOPs, help center articles, and internal communication guides that shorten onboarding and keep processes consistent across the team. ⢠Build reports and presentation decks used directly by internal teams and clients for decision-making. ⢠Reorganized shared drive file structure and records, cutting time spent locating client documents. ⢠Support lead generation and data management initiatives contributing to new client acquisition.
Ubiquity Global Services, full_time
May 2019 to Apr 2022
⢠Served as Point of Contact for the team in the Team Lead's absence, overseeing agent support and handling escalations to keep operations running. ⢠Guided agents through complex customer concerns beyond Tier 1 scope, stepping into a leadership role when needed. ⢠Wrote SOPs and team process guides used to standardise handling across the team. ⢠Documented complaints and prepared management reports used to track recurring service issues. ⢠Achieved consistent first-call resolution while meeting quality and compliance standards.
Iqor Philippines, full_time
Mar 2017 to Dec 2017
⢠Handled Level 2 support calls for travel industry clients, resolving complex booking and service issues. ⢠Maintained accurate, up-to-date customer records in the tracking system.
Transcom, full_time
Jun 2016 to Feb 2017
Retained at-risk accounts through targeted retention strategies, reducing cancellations. ⢠Upsold additional lines of business while resolving customer concerns. ⢠Balanced cancellation processing with active save opportunities to protect revenue.
Qualfon, full_time
Nov 2014 to May 2015
⢠Resolved billing inquiries and processed upgrades and service extension requests for customers. ⢠Provided technical troubleshooting support, ensuring prompt issue resolution.