Investment Support Associate

• Jun 2021 - Present

Sales Account Executive

• Jul 2020 - Jan 2021

• Maintain and increase existing customer revenue stream within the Small to Medium-sized business space through upsell and cross-sell activities, renewal efforts and, generating referrals. • Manage account portfolio through successful execution of Customer Touchpoint Strategy to improve customer lifespan. • Ensure timely and successful delivery of solution according to customer needs and objectives. • Liaise between the customer and internal teams. • Monitor account usage and drive customer’s product and feature adoption. • Update customer profile to map-out business updates, changes, and account growth throughout the course of the customer’s RingCentral journey. • Responsible for meeting and exceeding assigned revenue and account management targets. Show less

Account Officer

• Oct 2019 - Jun 2020

• Managed procurement projects of assigned accounts • Drafted agreements, contracts, and other documents needed by clients, bidders, and suppliers • Conducted Market Research on current prices of items • Checked and validated authenticity of submitted requirements • Performed pre-delivery inspection to check quality of items to be delivered • Scheduled deliveries, monitored its status, and made sure delivered items were complete • Transmitted documents to respective departments for payment of supplier • Coordinated with end-users for orders and other procurement concerns Show less

Project Coordinator

• Apr 2018 - Oct 2019

• Processes and reviews hotel reimbursement requests• Assists hotels with reimbursement inquiries and disputes• Checks and validates daily reports of hotels• Handles monthly employee incentives• Monitors daily room allocation of the hotels• Generates and consolidates monthly reports• Presents monthly updates and status to stakeholders

Customer Care Representative

• May 2017 - Apr 2018

• Assisted members with account concerns • Processed reservations• Provided account balance updates to members • Promoted hotel brands to members and non-members • Answered inquiries about our hotel brands and rewards program