Operations Lead | Outreach Associate | Bookkeeper
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Detail-oriented Business Support and Finance Administrator with 7+ years of experience in bookkeeping, accounts management, CRM administration, and client support. Skilled in streamlining operations, managing financial records, and building strong client relationships. Proficient in QuickBooks, Excel, Salesforce, Pipedrive, and Zoho CRM.
Operations Team Lead at Information Evolution PH (2025-01 – Present)
Initially served as the Interim Team Leader for the Telephone Research team before being officially promoted to the role. Oversaw daily operations, tracked and monitored production, and ensured the delivery of high-quality output. Managed team members while consistently reinforcing the importance of integrity in all aspects of their work.
Outreach Associate at Information Evolution PH (2023-04 – 2025-12)
As the pioneering member of the Telephone Research team, I consistently met and exceeded expectations, demonstrating strong expertise in outbound calling and maintaining a high standard of professional communication with clients, stakeholders, and colleagues. Additionally, I contributed to process improvements by refining call scripts, brainstorming innovative ideas, and developing more effective approaches to outbound calls to drive better results.
Freelance Bookkeeper at Gile Consulting via GoLance (2025-01 – Present)
Served as a Freelance Bookkeeper for a Texas-based business coach, overseeing clients' accounting records using QuickBooks. Prepared and analyzed financial data, ensured accuracy of bookkeeping entries, and actively participated in client meetings to present comprehensive financial updates and insights regarding business performance and accounting standing.
Account Manager at Swift Sales Corp (2019-11 – 2021)
Built and maintained strong client relationships through proactive communication, outbound outreach, and tailored product presentations, while managing lead follow-ups to drive engagement and support long-term business growth.
Telephone Accounting Expert at Intuit (via Convergys) (2014-06 – 2018-08)
Provided phone-based technical support for QuickBooks users, troubleshooting software issues, resolving product inquiries, and guiding customers on effective use of the platform.
Bachelor of Science in Accountancy – Jose Rizal University (2011 – 2024)
– Rizal High School (2007 – 2011)
