I'm a client success and operations specialist with 9+ years of experience supporting cross-functional teams across professional services, FMCG, and education. I currently run front office operations for a US-based multi-state accounting firm, where I manage 90–100+ weekly client calls across five regional offices and coordinate end-to-end workflows.
What I do best:
Front office operations — fielding, triaging, and routing high-volume client communications
Client success and retention — onboarding, escalation handling, and relationship management
Workflow building — turning messy operational inputs into structured, repeatable processes
Multi-office coordination — keeping distributed teams aligned across time zones
Engagement lifecycle management — proposals, contracts, signed-document tracking
Document and portal management — Financial Cents, TaxDome, SharePoint, Google Drive
Weekly reporting for leadership — clear visibility into volume, routing, and friction points
Earlier in my career, I spent 4 years managing 80+ remote professionals through the full lifecycle of C-suite client engagements, and led health and food startups' client onboarding and operations for retail and data partners. Before remote work, I held key account and business development roles at Procter & Gamble.
Tools I'm fluent in: Financial Cents, TaxDome, SharePoint, Salesforce, HubSpot, Slack, Notion, Google Workspace, Microsoft Office, Excel (Pivot Tables, VLOOKUPs). I work US business hours from the Philippines, communicate clearly in English (C2/IELTS 8.5), and bring calm, structured execution to roles that need a reliable operations hub.
Open to: Client Success Manager, Operations Specialist, Front Office Manager, Customer Operations, Implementation Manager, Executive Operations.
Verified
