Jonathan Esteban Email & Phone Number

Remote

• Maintain responsibility for overseeing contract administration with DocuSign, Saleforce, CPQ and Google Drive.• Draft and prepare contracts in line with negotiated terms and revenue guidelines in collaboration with sales and sales operations teams.• Accomplish client vendor or application forms.• Supported migration of deals from Hubspot to Salesforce during the acquisition of Echosec.• Leverage strong problem-solving skills and technical expertise to troubleshoot Salesforce issues.• Drive continuous improvement by identifying inefficiencies and recommending impactful solutions.• Ensure compliance with all internal and external regulations, standards, and protocols.

Metro Manila

• Align objectives and bridge communications with senior leadership to execute strategic decisions for deals valued at up to US$100K.• Provide dynamic leadership to a team of ten revenue/financial analysts spanning Manila, Budapest, and Monterrey responsible for reviewing contracts between sales personnel and external clients.• Partner with global teams, including sales, billing, revenue, sales operations, legal, product, business finance, IT, and MIS, spanning 20+ MSCI offices to validate run rate.• Maintain responsibility for overseeing contract administration with Adobe E-Sign and Salesforce.• Generate revenue by thoroughly reviewing sales contracts, applying annual increases, and updating prices based on established agreements.• Draft and prepare contracts in line with negotiated terms and revenue guidelines in collaboration with sales and sales operations teams.• Leverage strong problem-solving skills and technical expertise to troubleshoot Salesforce issues.• Prepare and generate Salesforce reports from scratch.• Drive continuous improvement by identifying inefficiencies and recommending impactful solutions.• Ensure compliance with all internal and external regulations, standards, and protocols.

Metro Manila

• Increased productivity by up to 200% per employee by creating Salesforce reports to track performance.• Charted the successful development and implementation of a Power BI dashboard to track KPIs and develop reports based on Salesforce data, generating over one hour in time savings per week during regular periods and up to seven hours per week during quarter end.• Conducted reviews of 12K+ Salesforce opportunities worth $500M in contract value across 15 currencies.• Promoted operational excellence by hiring, onboarding, and training all seven new run rate auditors globally; tasked with supervising, guiding, and motivating employees; divided workload equally, performed quarterly check ins to set goals and review progress; developed reports to showcase statistics including how many deals they handled.

Metro Manila

• Tasked with reviewing over 4,260 Salesforce opportunities, including over 4,000 unique client-signed contracts, for internal processing prior to booking.• Selected to serve as the first Team Lead for seven run rate auditors supporting internal clients in the Asia Pacific Region.• Supported staff members by providing both one-on-one and group training sessions.• Evaluated staff member performance to identify strengths and opportunities for additional coaching.• Complied with quality standards and expectations across all activities.• Developed and distributed detailed reports and presentations for senior leadership as needed.

Metro Manila

• Delivered high-quality support to internal clients and processed deals spanning Europe, the Middle East, Africa, and India regions; reviewed over 2,300 Salesforce opportunities.• Gained experience navigating financial regulations and protocols across multiple regions globally.• Assisted drafting contracts and developing legal clauses for several agreements / templates.• Fostered and maintained collaborative working relationships with colleagues and leadership teams.• Identified and resolved complex issues and discrepancies in a timely manner.

Metro Manila

Local office appears to have been rebranded as Vertiv.• Provided support to HR Business Partners and overall team particularly in onboarding / employee exit process and in company-wide events.• Run reports with compensation and benefits / payroll.• Answer queries regularly regarding HR processes and internal systems.

Metro Manila

Private Banking Global Internship Program 2012

Master Of Science - Ms, Management

Dean's lister

Bachelor Of Arts - Ba, Liberal Arts And Sciences, General Studies And Humanities