Metro Manila, National Capital Region, Philippines
Results-driven professional with experience in Technical Account Management, Customer Success, Operations Supervision, and Remote Client Support within SaaS and digital work environments. Skilled in customer relationship management, onboarding, workflow optimization, process improvement, and crossfunctional collaboration. Experienced in supporting global customers, resolving escalations, and driving product adoption through consultative support and technical guidance. Strong background in remote work, team leadership, administrative operations, and digital productivity tools.
Customer Enablement & Onboarding: Supporting customers through onboarding and implementation for assigned customers, following established discovery frameworks and implementation plans. Account Health & Engagement: Monitoring adoption and account health within my book, executing standard plays to drive engagement, and escalating risks appropriately. Process Optimization & Solution Design: Collaborating with customers to understand key workflows and configure ClickUp solutions using established best practices. Innovation Adoption & Workflow Automation: Guiding customers in adopting relevant features, including AI and automation, primarily by implementing standard patterns and documented workflows to improve efficiency and outcomes. Practical, hands-on experience using AI to improve productivity and outcomes, including prompt design, workflow automation, and applying AI features responsibly (data privacy, accuracy checks, and human-in-the-loop review) to support customers and internal teams.
Website design and development
Successfully led and mentored a team of CARE Specialists (Phone, Email and Chat) to consistently surpass KPI targets. Implemented continuous mentoring and feedback loops, significantly improving overall team performance. Proactively addressed and resolved performance issues, streamlined communication of product updates, and contributed to a reduction in employee turnover by fostering a positive and professional work environment.