Business Development and Strategy Manager

• Sep 2023 - Present

Lead the automation and digitalization of the logistics and accounting processes of the company. The project aims to increase efficiency and productivity by automating manual tasks in the logistics and accounting departments. This will also reduce costs by streamlining workflows and eliminating redundancies. Lead the development and implementation of new sales channels in 2 new countries. This involves collaboration with cross-functional teams and market data analysis to identify new opportunities and develop strategies to mitigate risks. Develop and implement a market research process to identify new market opportunities and track customer trends with the use of data analytics. Use various analytics tools to identify new customer segments, assess market trends, and develop strategies to mitigate risks, such as competitor activity and economic viability. Effectively communicate recommendations to the COO, CFO, and other key stakeholders. Show less

Client Partner

• Aug 2022 - Sep 2023

Relationship Management: Establish and nurture strong relationships with key decision-makers, executives, and stakeholders within client organizations. Thoroughly conduct assessments of client needs, goals, and challenges. Solution Development: Collaborate with clients to co-create customized solutions that address specific challenges and objectives. Leverage FranklinCovey's portfolio of training, consulting, and coaching offerings to design comprehensive and tailored solutions. Proposal and Presentation: Prepare and deliver compelling presentations and proposals that effectively communicate the value and benefits of FranklinCovey's solutions. Project Management: Oversee the end-to-end implementation of client projects, ensuring that deliverables are completed on time, within budget, and to the client's satisfaction. Collaborate with internal teams, consultants, and facilitators to ensure seamless execution of engagements. Account Growth: Identify opportunities to expand the scope and reach of FranklinCovey's services within existing client accounts. Proactively engage with clients to understand their evolving needs and propose additional solutions or programs. Market Intelligence: Stay abreast of industry trends, competitor activities, and emerging best practices in leadership development, productivity improvement, and organizational effectiveness. Show less

Certified Securities Investment Advisor

• Apr 2017 - Dec 2022

Insurance Advisor

• Nov 2015 - Dec 2022

Work with key accounts to design and implement a financial plan, investment strategy, and comprehensive income protection program that best suit their needs. Provide aftersales service by regularly performing account updates and policy reviews. Provide financial planning services, estate planning services, investment advisory, employee compensation programs, and retirement planning programs for individual and institutional stakeholders. Establish good rapport with internal and external stakeholders to ensure retention and promote additional business. Make recommendations to management on business solutions pertaining to client needs and conflict resolution. Provide assistance in training and recruitment as needed. Show less

Branch Head / Owner

• Aug 2019 - Jun 2020

Managed the day to day operations in a Math learning center business franchise. Handled as well all marketing activities and finance related responsibilities. Involved in employee training and facilitated classes as needed. Managed the day to day operations in a Math learning center business franchise. Handled as well all marketing activities and finance related responsibilities. Involved in employee training and facilitated classes as needed.

Relationship Manager

• Apr 2014 - Oct 2015

Handled the day to day client relationship management responsibilities of 2 branches in Metro Manila. Expanded the product portfolio for some of the top customers and generated new business through retail banking products. Handled the day to day client relationship management responsibilities of 2 branches in Metro Manila. Expanded the product portfolio for some of the top customers and generated new business through retail banking products.

SAP Technology Consultant

• May 2011 - Jul 2013

Implemented new solutions to address gaps in the operational business requirements of various regional offices of a multinational company. Scale of most projects were global and required collaboration with a team spanning time zones and diverse cultures. Occasionally conducted training for end users of the solution post roll-out. Implemented new solutions to address gaps in the operational business requirements of various regional offices of a multinational company. Scale of most projects were global and required collaboration with a team spanning time zones and diverse cultures. Occasionally conducted training for end users of the solution post roll-out.