As a Client Success Manager, I acted as the primary liaison between a med spa marketing agency and its clients. I managed multiple accounts, provided weekly support via Zoom, phone, and email, and offered personalized coaching on Facebook and Instagram marketing. My responsibilities included monitoring KPIs, analyzing client behaviors, and ensuring alignment with strategic roadmaps. I assigned tasks using ClickUp, identified potential churn risks, and implemented proactive solutions. I also onboarded and trained clients on GoHighLevel, the platform for managing leads.Key Responsibilities:- Cultivated strong client relationships and provided tailored marketing support.- Coordinated marketing campaigns and collaborated with internal teams.- Monitored campaign performance and made optimization recommendations.- Addressed client concerns, identified risks, and implemented retention strategies.- Provided insights, training, and industry updates to enhance client value.

As a Financial Advisor at AIA Philippines, I provided clients with tailored advice on insurance policies, investment, and savings strategies. My role involved helping clients secure their financial future through expert guidance on insurance and financial planning. I leveraged my comprehensive knowledge to offer personalized financial solutions.Key Responsibilities:- Advised clients on insurance policies and financial planning.- Provided tailored investment and savings strategies.- Ensured clients received optimal financial security and support.

As a Recruiter and Chat & E-mail Support specialist at Goheadhunt, I screened candidates and provided support via live chat and email. I guided candidates through profile completion and navigated our recruitment platform, ensuring a smooth experience. I addressed inquiries and offered detailed guidance on the recruitment process.Key Responsibilities:- Conducted thorough candidate screenings and evaluations on our recruitment platform.- Demonstrated exceptional responsiveness and professionalism in addressing live chat queries and e-mails, providing accurate and timely information to candidates.- Provided guidance and support to candidates on profile completion and navigating our recruitment website via phone calls, Google Meet, and e-mail.

As a Customer Success Associate in the SaaS industry, I was responsible for building and managing strong customer relationships, effectively presenting solutions tailored to client needs. I handled customer renewals and outreach through Salesforce, ensuring smooth transitions and timely responses. My role involved proactive engagement with customers via Salesforce and email, showcasing my expertise in customer management and issue resolution. I also identified and addressed pain points to minimize client churn.Key Responsibilities:- Built and managed customer relationships, presenting effective solutions within the SaaS industry.Managed customer renewals and outreach in Salesforce, ensuring seamless transitions and prompt responses.- Proactively engaged with customers through Salesforce and email.- Demonstrated expertise in customer management, relationship building, and issue resolution.- Identified and addressed pain points to minimize client churn.

I worked as a Health Benefit Agent on a freelance basis for Maxicare, a reputable medical insurance company specializing in comprehensive Full HMO (Health Maintenance Organization) coverage for individual clients, SMEs, and corporations.Key Responsibilities:- B2C Sales- B2B Sales- Generated leads and prospected potential clients for HMO services.- Assessed client needs and recommended suitable HMO plans.- Educated clients on available options and benefits.- Assisted clients with the enrollment process.- Provided ongoing customer support and facilitated claims processing.- Stayed updated on industry regulations and trends.- Met sales targets and maintained accurate records.- Built client relationships and encouraged plan renewals.