Client Success & Account Management Professional

Joshua

1,450/mo
Santa Rosa, Philippines
Looking for Full-time
8 hours/day
Availability: US / EU / Asia timezone

Profile Description

Operations and Client Success professional with over 12 years of experience in customer service, business operations, account management, and team leadership, including more than 7 years in management roles. Experienced in managing international B2B client relationships, customer onboarding, administrative operations, recruitment, escalations, and process improvement across healthcare, telecommunications, technology, and service industries. Skilled in Salesforce, Zendesk, Google Workspace, Mic...

Top Skills

Email Management · 10 yearsExcel (Advanced) · 10 yearsGoogle Sheets (Advanced) · 10 yearsLead Management · 10 yearsPhone Support · 10 years

Skills & Expertise

Customer Success

Phone SupportExpert
Lead ManagementExpert
Email SupportAdvanced
Ticket ManagementAdvanced
ZendeskAdvanced

Data & Analytics

Google Sheets (Advanced)Expert
Excel (Advanced)Expert

Virtual Assistance & Admin

Email ManagementExpert
Data EntryAdvanced
Document ManagementAdvanced
Executive Assistant ServicesAdvanced
JiraAdvanced
TrelloAdvanced

Work Experience

Administrative & Operations Support

Solutions Cleaning LLC

Feb 2025 - Present

Key Achievements:

- Supported the business owner with day-to-day administrative operations, customer communications, scheduling coordination, and service-related concerns. - Managed recruitment activities, including reviewing applications, screening candidates, coordinating interviews, and communicating with prospective employees. - Assisted with business development initiatives by researching commercial prospects, conducting outreach, following up on leads, and supporting expansion into new service markets. - Helped maintain organized client communications, operational records, and follow-up processes to support efficient service delivery and customer satisfaction.

Email SupportExcel (Advanced)Document ManagementPhone SupportExecutive Assistant ServicesEmail Management

Account Manager

Auction Technology Group

Jan 2024 - Aug 2026

Key Achievements:

- Managed onboarding and activation for over 100 international B2B clients across North America, Europe, and Asia, ensuring a smooth transition from account setup to their first successful auction. - Coordinated 20–30 client onboarding activities weekly during peak periods, balancing multiple priorities while maintaining consistent communication and follow-ups. - Collaborated with Sales, Customer Success, Payments, Shipping, Support, and Finance teams to resolve complex client concerns and streamline onboarding processes. - Conducted personalized training sessions, kickoff calls, and webinars to help clients confidently navigate the LiveAuctioneers platform and its services.

Email SupportTicket ManagementDocument ManagementPhone SupportZendeskData EntryLead ManagementEmail ManagementJira

Operations Manager

Concentrix

Feb 2023 - Jan 2025

Key Achievements:

- Served as one of two Operations Managers responsible for launching Aetna Medicare operations at the Nuvali site, supporting recruitment, onboarding, training coordination, and operational readiness. - Managed daily operations for major US accounts, including T-Mobile Business Care and Aetna Medicare, with a focus on service quality, productivity, compliance, and customer satisfaction. - Partnered with Quality Assurance, Training, Workforce Management, and Human Resources teams to address performance gaps, improve workflows, and support employee development. - Led team performance reviews, coaching initiatives, and escalation management to maintain operational standards and drive continuous improvement.

Lead ManagementEmail ManagementExcel (Advanced)Document ManagementGoogle Sheets (Advanced)

Operations Manager

iQor

May 2019 - Sep 2022

Key Achievements:

- Progressed from Team Leader to Operations Manager, taking on broader responsibilities in people leadership, performance management, and daily business operations. - Led customer service teams supporting major telecommunications accounts, ensuring consistent service delivery and adherence to operational KPIs. - Developed supervisors and frontline employees through coaching, performance reviews, and structured feedback to strengthen accountability and team performance. - Collaborated with cross-functional departments to resolve escalations, address operational challenges, and implement process improvements.

Excel (Advanced)Document ManagementEmail ManagementGoogle Sheets (Advanced)

Quick Stats

Age37 years
English LevelFluent
ID VerificationNot verified