CYNTHIA A. MAGBANUA

• Manage the executive calendar of the Managing Partner, coordinating meetings, interviews, and strategic discussions across multiple time zones.
• Acted as primary point of contact for senior HR and Healthcare executives, facilitating professional communication and relationship management.
• Crafted executive correspondence, meeting invitations, follow-up communications, and scheduling logistics to ensure smooth operational flow.
• Schedule and coordinate executive discovery meetings while maintaining a strong focus on client experience and relationship building.
• Lead and mentor the Member Executive Assistant team by providing coaching, performance feedback, and onboarding support for new team members.
• Collaborated with leadership, marketing, and sales teams to align efforts and enhance membership growth and strategic initiatives.
• Maintain confidentiality while supporting executive-level decision-making and organizational priorities.
• Monitor team KPIs, outreach activity, appointment metrics, and conversion performance, providing leadership with weekly performance reports and actionable insights.
• Develop and refine outreach messaging, objection-handling techniques, and prospecting strategies to improve engagement and appointment conversion.
• Personally generated a significant share of the team's qualified executive appointments through strategic outreach.
• Support recruitment efforts by sourcing candidates, coordinating interviews, communicating with applicants, and facilitating the hiring process from initial outreach through final interviews.
• Manage and maintain accurate prospect, member, and recruitment data using CRM platforms, including HubSpot and Salesforce.
• Identify opportunities to improve operational efficiency by streamlining workflows, reporting processes, and team documentation.
• Research and qualify prospective members and business opportunities aligned with the organization's executive leadership communities.

• Key Achievements
• Led the Member Executive Assistant team while consistently contributing as an individual business development representative.
• Successfully trained and onboarded new Executive Assistants, supporting their development in outreach, CRM usage, and appointment setting.
• Developed performance reporting and KPI tracking processes that improved team accountability and visibility.
• Built relationships with senior HR and Healthcare executives from enterprise organizations, contributing to membership growth.

Conducted outbound prospecting to identify and engage potential B2B clients, contributing to pipeline growth.

• Qualified leads by assessing business needs, decision-making processes, and potential opportunities.
• Built and maintained relationships with prospective customers through phone, email, and LinkedIn outreach, enhancing client engagement.
• Scheduled meetings between prospective clients and the sales or consulting team.
• Followed up with prospects and nurtured relationships throughout the sales cycle.
• Collaborated with internal teams to ensure a smooth transition from lead generation to client engagement.
• Researched target industries, companies, and key decision-makers to support business development efforts.
• Maintained accurate customer records and sales activities in the company's CRM system.
• Met outreach and lead generation goals consistently, demonstrating commitment to quality and professionalism.
• Key Responsibilities

• Taking inbound calls and providing technical assistance to customers accounting software (Quickbooks) help them in building a Report,Creating transactions such as Orders, journal entries, reconciliation,Creating Invoices, Sending email, matching bank transactions and etc.
• Guided customers through the process of downloading and installing QuickBooks to ensure proper setup.
• Provides assistance in getting the latest tax table updates in customers Quickbooks.
• Supported customers in resolving payroll processing issues, ensuring timely and accurate payroll management.
• Assisted customers in identifying and rectifying discrepancies in their financial records.
• Delivered exceptional customer service by resolving billing issues for customers.
• Processing sales for upgrade in QuickBooks software.
• Developed sales leads aimed at providing valuable solutions for customers.

• Guided customers in selecting optimal payment options to facilitate account updates.
• Processed customer payments through various electronic platforms to ensure accurate transactions.
• Documented all collection attempts accurately and truthfully.
• Evaluated accounts and recommended appropriate action throughout the collection cycle.
• Identified effective contact numbers for customers using Lexis/Nexis, Western Union, Moneygram, and other resources.
• Applied skip tracing techniques to successfully locate individuals for debt recovery efforts.

• Engaged customers by promoting product features and benefits during sales interactions.
• Processed payments efficiently using cash and credit card, ensuring a smooth customer experience.
• Researched upcoming product releases to ensure thorough knowledge for effective client endorsements.
• Organised store displays to enhance product visibility and attract customer interest.
• Oversees the store in the absence of Storehead.