Francis Bernardo Email & Phone Number

Metro Manila, Philippines

London Area, United Kingdom

- Lead the dev't. & ongoing refinement of CPQ doc templates, ensuring they leverage the capabilities of MS Office tools effectively to meet business & client needs.- Configure & customize the CPQ platform to align with project specifications & requirements, with a focus on beautiful & highly compatible doc outputs.- Oversee the day-to-day mng't. of internal MS 365 apps & HubSpot, including user access, security settings, & feature updates.- Monitor system performance, conduct regular health checks, & implement enhancements to ensure optimal functionality & user experience.- Facilitate the integration of HubSpot with other internal business systems, providing technical support & guidance to ensure seamless operation & data consistency.- Act as the first point of contact for technical issues within the internal business systems, ensuring timely resolution & minimal disruption to business operations.- Collaborate with project teams on CPQ implementations, contributing technical expertise & support to ensure project success.- Continuously evaluate & improve internal processes and systems, leveraging feedback & analytics to drive efficiency & effectiveness.- Contribute to the development & maintenance of an internal knowledge base, documenting best practices, troubleshooting guides, & system updates.- Design & deliver training programs for internal teams and clients on effectively using the CPQ system, MS 365 apps, & HubSpot to enhance productivity & user engagement.- Represent the voice of the user in discussions w/ product & engineering teams, advocating for features & improvements that enhance user satisfaction & performance.- Support the deployment of new releases & updates to internal business systems, ensuring thorough testing & validation to maintain system integrity & performance.- Maintain comprehensive documentation for system configurations, data mappings, & workflow processes, ensuring accuracy & accessibility for all stakeholders.

National Capital Region, Philippines

- Flow and Automation Management: Designing, developing and optimizing CRM flows and automations, ensuring streamlined operations across sales, marketing, and customer service. My expertise is turning complex business requirements into efficient, automated solutions.- Data Governance: Implementing and maintaining robust data governance policies and practices to ensure data integrity, security, and compliance. I manage data models, enforce data quality standards, and overseeing data migrations and integrations.- Custom Object Management: Developing and maintaining custom objects, fields, formulas, and layouts to tailor the platform to the company’s unique business needs, ensuring scalability and flexibility.- System Integration: Overseeing the integration of the company’s CRM with other business-critical systems (e.g., marketing automation, trading servers) using APIs and middleware solutions, enhancing data flow and business processes across platforms.- CRM Migration Support: Assisting in the migration process from Salesforce to HubSpot, focusing on the seamless transfer of data, workflows, and functionalities. This includes supporting planning efforts, executing data migration tasks, and ensuring the integrity of transferred information, all while working collaboratively to minimize business disruption and fully leverage the new CRM platform's capabilities.- Continuous Improvement: Staying abreast of new features and updates, continuously seeking ways to improve our CRM strategy. My insights drives the adoption of best practices and innovative solutions.- Collaboration and Innovation: Working closely with the operations, sales and technology teams to translate business requirements into tangible solutions, bringing innovative ideas to the table.- Knowledge Sharing: Documenting works comprehensively and sharing my knowledge and experience to uplift the team.

Sydney, New South Wales, Australia

- Create and design system specifications - Create and develop functional requirements of systems to improve quality, performances, external interfaces, and constraints.- Ensure that various appropriate documents, periodicals, manuals, policy documents are up to date and are available.- Automate workflows and reporting by integrating different systems (HubSpot, Power BI, Zapier, Stripe, QuickSight, Xero, etc.)- Carry out reporting and analysis upon requests and as per project. - Develop strong working relationships with internal and external stakeholders. - Collaborate closely with the project manager to provide clarifications on business requirements to ensure they can be translated into robust solutions that satisfy stakeholders’ needs. - Performing credit risk analysis & assessment.- In addition to the above, I still continue to perform currently assigned tasks, including but not limited to administering our CRM system, generating partner reports and supporting the overall operations via system maintenance and upgrade.

Sydney, New South Wales, Australia

- Directs the company’s revenue operations processes.- Creates and maintains CRM workflows & integrations to ensure undisrupted operations process.- Serves as an expert in sales and operations processes, maintain and work in CRM and serves as an operations administrator role to the ezyCollect sales, marketing, finance & CS team. - Responsible for administering and coordinating ezyCollect’s sales and CRM operations processes. - Maintains accuracy and integrity of the CRM data.- Doing analysis and interpretation the data through reports & dashboards.- Performing CRM troubleshooting for any data entry issues.- Responsible in many different sales & operations-related administrative tasks and projects. - I'm an excellent communicator and provides training to sales representatives on how to use the tools and processes I create.

Sydney, New South Wales, Australia

Provides a wide range of business support functions including recording, updating & maintenance of company systems (i.e. Salesforce), generating & preparing reports, coordinating & liaising with clients & suppliers, renewals management & supporting the wider team with day to day administrative tasks.- Salesforce Administration- Procurement & Order Processing- Licensing & Renewals- Reporting & Analytics- System Maintenance

National Capital Region, Philippines

- Responsible in analyzing and dissecting bid documents for distribution and completion by various parts of the business.- Assists with pricing schedules/models to reflect bid requirements for procurement.- Working with the National Sales Team to identify and implement new initiatives within major accounts.- Responsible in informing the activities of the company’s competitors nationally, maintain competitive knowledge to create and adjust sales strategies.- Monitors Government and client initiatives and changes to ensure best positioning for new opportunities.- Accountable in coordination, building, and analysis of reports from various sources as needed i.e. GM Reports, CRM (Salesforce) Reports, Bid Reports, etc.- Monitors the assigned sales organizations compliance with required standards for maintaining CRM data.- Ensures that client information is monitored and updated as required.- Assisting lead generation, prospect org chart mapping and contact updates.- Provides assistance in appointment setting.- Responsible in providing support with prepared Cost Estimates, Requests for Proposals (RFPs), Requests for Information (RFI), Request for Quotations (RFQs) and other bidding, procurement and bid information.- Doing competencies and processes development required to create a cost effective and efficient sales organization.- Assists in meeting the strategic vision of the organization.

National Capital Region, Philippines

- Carry out all activities in a manner that will contribute to the achievement of individual and team Key Performance Indicators (KPI's).- Assist Team Leader in the coordination of daily activities including monitoring of team productivity and changes in shift/duty arrangements.- Avoid occurrence of errors and take preventive measures to eliminate repetition of errors.- Process the necessary documentation and online forms in an efficient, cost-effective and lawful manner. Comply with security measures dictated either by law or by clients.- Follow instructions and implement actions according to administrative policies and procedures.- Perform administrative tasks as instructed by Support Team Leader.- Prepare and submit all documents in a timely and accurate manner. Ensure that proper filing of pertinent documents is carried out.- Adhere to process and account Standard Operating Procedures (SOPs) and Internal Operating Procedures (IOPs) during daily operation.- Respond to all enquiries in a timely and accurate manner & escalate difficulties as defined in SOPs / IOPs.- Communicate with ‘clients' (both internal and external) in such a way as to ensure efficient support and positive relations.

National Capital Region, Philippines

- Responsible in the company’s leads generation.- In-charge of doing various reports which affects the team’s sales productivity.- Provides assistance for the Business Development team in searching for the latest trends in the local & overseas labor market.- Provides ad hoc reports as requested by the team.- Assisting the company in providing sales data necessary for company’s strategic plans.