KATHLEEN JANE ERGINA-RAMIRA
Sales Operations Process Management Associate
Mandaluyong City
Summary
Results-driven Sales Operations Specialist with over 5 years of experience in CRM management and data analysis. Expertise in maintaining data integrity, generating business reports, and optimizing workflows to enhance revenue performance. Skilled in Salesforce and Google Sheets/Excel, facilitating accurate pipeline tracking and effective cross-functional collaboration.
Overview
11
11
years of professional experience
Work History
Operations Associate
SAP Concur
10.2019 - 11.2024
- Maintained and validated client and sales data across Salesforce and SAP BusinessObjects, ensuring accurate reporting and data integrity.
- Managed opportunity setup and contract documentation in Salesforce to ensure accuracy of account, billing, and currency details for streamlined operations.
- Supported the sales team by reviewing and correcting data discrepancies, improving CRM accuracy and reporting reliability.
- Generated client business reviews and performance reports using Excel, Google Sheets, and reporting tools.
- Interpreted client contract terms and translated them into accurate system records for billing and revenue tracking.
- Identified data trends and inconsistencies, recommending process improvements that enhanced operational efficiency and data reliability.
- Conducted client and market research to inform account strategy and provide actionable sales insights.
Associate Mapping Developer
OpenText
10.2018 - 10.2019
- Analyzed client requirements to produce structured system documentation and mapping specifications, facilitating project alignment.
- Investigated and resolved data and system issues to ensure accuracy in data processing and integration, enhancing system reliability.
- Performed data validation and testing to ensure completeness and accuracy before deployment.
- Collaborated with cross-functional technical teams to implement process and system improvements, streamlining workflows and enhancing project outcomes.
Fraud Protection Representative
SiTEL
04.2014 - 06.2014
- Reviewed and validated customer transaction data to identify inconsistencies, contributing to fraud prevention efforts.
- Executed structured risk assessment processes to support accurate decision-making and enhance documentation quality.
- Resolved customer inquiries and service issues with accurate, courteous communication.
- Documented interactions, updates, and case notes in CRM systems.
- Escalated complex concerns to appropriate teams while maintaining service continuity.
Education
Bachelor of Science - Electronics and Communications Engineering
Don Bosco Technical College
Mandaluyong City, Metro Manila, PhilippinesHigh School Diploma -
City of Mandaluyong Science High School
Mandaluyong City, Metro Manila, Philippines 04.2001 -
Skills
- CRM operations
- CRM data management
- Sales reporting
- Contract documentation
- Commission tracking
- Salesforce, SAP BusinessObjects
- Data management
- Data validation
Timeline
Operations Associate
SAP Concur
10.2019 - 11.2024
Associate Mapping Developer
OpenText
10.2018 - 10.2019
Fraud Protection Representative
SiTEL
04.2014 - 06.2014
High School Diploma -
City of Mandaluyong Science High School
04.2001 -
Bachelor of Science - Electronics and Communications Engineering
Don Bosco Technical College