Team-oriented professional prepared to take on leadership responsibilities with focus on driving results and fostering collaboration. Proven success in managing teams, overseeing project execution, and adapting to dynamic work environments. Known for reliability, flexibility, and strong organizational skills, ensuring seamless team operations and achievement of goals.
Overview
17
17
years of professional experience
Work History
Order Management Team Lead
Genesys Telecommunications
Quezon City, Metro Manila, Philippines
12.2022 - 06.2024
Ensure timely order processing and invoicing using Salesforce.com and Netsuite
Responsible for the team’s timely and effective issue resolution/escalation, reconciliations, and dispute management (with Revenue, Collections, Finance)
Act as the focal point of contact for Order Management in dealing with Sales, Deal Desk, Revenue, Credit and Collections, Customer Success, Professional Services, and other business units
Collaborate with cross-functional teams to streamline processes, implement best practices, and use technology to enhance OM processes
Ensure adequate understanding of controls
Ensure operational effectiveness of internal controls (e.g., ensure OM checklists are completed and attached and pending orders are appropriately monitored for timeliness of order processing)
Identify risks and process gaps to ensure control design remains effective
Provide leadership, training and mentoring to the other members of the Order Management Team
Handles the weekly huddle for the APAC OM Team
Work and connect with APAC collections team to resolve any invoice queries, including processing credit memos
Review and update the Work Instructions for Global Order Management Process
Update APAC accounts with Special Handling
Connects with the Global Credit Memo Team to address and resolve Credit Memo issues and concerns
Prepare and create the reports for Pending Orders for the APAC OM Team
Monitor Salesforce and NetSuite queues to ensure consistent workflow
Distributes Workload from SFDC for the APAC Order Management Team
Order Management Analyst
Genesys Telecommunications
Quezon City, Metro Manila, Philippines
09.2018 - 12.2022
Management of customer billing function for Genesys, including review of invoices generated prior to being sent to customer/partners
Proactively interact with resources in finance, legal, sales, and services to ensure accurate processing and invoicing of sales orders for annual maintenance renewal, professional services, education, cloud and other invoices type for assigned accounts
Bill transactions on a timely basis and within month/quarter/year end deadlines
Research and solve license management issues including software product upgrades and trial/evaluation licensing
Handles all customer correspondence in relation to invoicing for APAC
Process cloud and Non-cloud Orders like Professional Services, Pay-Per Use- Orders, Genesys University, Appfoundry and Subscriptions
Utilize ServiceNow ticketing system to track resolution of team issues
Review and Process Credit Memos in resolving customer disputes and issuing partner rebates
Senior Associate
WNS
07.2014 - 08.2018
Company Overview: Account: Energy Australia
Chargeback Analyst
Process Credit Balance Transfers and Payments made in error
Investigate accounts with incorrect charges and transfer it to the correct account
Apply chargeback to customer’s account if in case that the credit/debit card has been declined and expired or if the card is invalid and cancelled
Accounts Receivable
Analyze and Investigate accounts with billing disputes
Distribute the cases to different departments if in case that the bill dispute case needs to be resolved in their end
Initiate Cut error process for accounts with overdue process
Set up and renew regular pay for the customer’s account
Allocate missing payments to the correct accounts
Check customer’s eligibility for Concessions and apply it when necessary
Apply Service Order Charge to the customer’s accounts with pending disconnections due to non-payment
Account: Energy Australia
Assistant Team Leader/NA Masterfile Analyst
GLOBAL PAYMENTS PROCESS CENTRE INC.
04.2011 - 03.2014
Assistant Team Leader
Coordinates with the Project Managers and Requestors for any escalations that may affect the financial needs of the merchant's accounts
Submits Projects and Request within the Service Level Agreement(SLA's)
Distributes workloads to the members of the whole NA Masterfile team
Escalates concerns to the NA counterparts from team members who has problems/inquiries with the requests
Assisting the team leader in maintaining the good quality status of the whole team
Masterfile Analyst
Analyze and resolve merchant inquiries and requests utilizing various GP systems or resources
Resolve merchant maintenance requests within pre-established timeframes based on established SOPs
Effective and accurate set-up and maintenance of accounts in the different systems of the company – within agreed time frame
Correspond regularly with sales teams, vendors, and various departments within GP
Maintain error free processing to ensure that the end product is delivered correctly the first time
Identify and inform management of product, process, or system irritants, making recommendations for improvement or change
Escalate to Team Leads issues encountered with tools, items requested to be processed that are outside the SOPs
Senior Customer Service Associate
CONVERGYS PHILIPPINES
05.2009 - 04.2011
Company Overview: Account: Warranty Exchange Department of a Major US Telecommunication Company (AT&T)
Doing administrative work such as making reports on any network coverage issues to the respective clients
Set up commitment call backs to clients and giving them an update if there are any problems on the telecommunication towers on a specific US region
Troubleshoot smartphones (Blackberry, HTC and iPhone) and internet access device like air cards and process an exchange if the troubleshooting steps cannot resolve the issues
Check the status of the replacement orders that has been done in RLM and give customer feedback about it
Transfer calls to the appropriate department if in case that the customer wanted to know their upgrade eligibility and if they wanted to file an insurance claim
Account: Small Business End User Care of a Major US Telecommunication Company (AT&T)
Troubleshoot network issues and dispatch technical engineers to areas with low signal coverage on the US
Provide credits and adjustments to the customer’s account if there are any provisioning errors in the billing system
Creates cases when the problem needs further research to address the client’s concern and give proper resolution at a given time
Change Rate Plans and Features that will perfectly fit on the client’s wireless account and upgrades eligibility and prices of the phones
Check order status of the phones that the customer ordered via online website
Account: Warranty Exchange Department of a Major US Telecommunication Company (AT&T)
Reservation Agent
CEBU PACIFIC
08.2007 - 01.2009
In-charge for the booking of air flights
Assisted customers/passengers with all their queries
Helped in promoting fun tours to the guests
Pacified inconvenient passengers
Follow up refund process in the accounting department
Education
Bachelor of Science - Tourism, Hotel and Travel Industry Management
Pamantasan Ng Lungsod Ng Maynila
Manila, Metro Manila, Philippines
03.2007
Skills
Excellent communication and writing skills
Excellent problem-solving skills
Multi-tasking
Effective listening skills
MAS (Merchant Accounting System)
MIS (Merchant Information System)
Web Console
UTS
Maximizer
Navitaire System
MOSS manager
Clarify
Telegence
MTI Mapping tools
CSP
MS Office (Word, Excel, PowerPoint, Outlook)
Oracle C1 Utilities Customer Care
Omniflow v 30
MSATS
Netsuite
Salesforce
Accomplishments
Authored/Co-authored 5 Work Instructions in standardizing the Global Process for Order Management.
Received multiple recognitions for a job well done in the Genesys Finance Department.
Consistently maintaining and exceeding the monthly scorecard for the NA Masterfile Department.
Extra-Curricular Activities
Member, Alliance of Students for Tourism Assimilation and Respondence (ALLSTAR) Youth President of Blessed Unity in Christ Christian Ministry Inc.
Training
Back Office Training: 'Back Office Hits', 03/01/12
Handling Irate Customers: 'Always treat customers with respect!', 08/01/09
Acknowledging, Empathizing and Resolving Network Issues, 10/01/09
Troubleshooting high-end devices: 'It’s got to be the high end!', 01/01/10
Troubleshooting voice issues and network connections, 03/01/10
ICARE (Internal Customers Are Reasons for Success), 06/01/08
Investing, Reading Books, Travelling
Investing: Passionate about financial literacy and wealth-building strategies. Actively researching market trends and exploring investment opportunities in stocks, real estate, and mutual funds.
Reading Books: Enthusiastic reader of self-improvement, leadership, and business books. Constantly seeking new knowledge to enhance professional and personal growth.
Traveling: Enjoys exploring new places, cultures, and cuisines. Finds inspiration in diverse environments and experiences that contribute to personal development.
Languages
English
Advanced (C1)
Filipino
Bilingual or Proficient (C2)
Timeline
Order Management Team Lead
Genesys Telecommunications
12.2022 - 06.2024
Order Management Analyst
Genesys Telecommunications
09.2018 - 12.2022
Senior Associate
WNS
07.2014 - 08.2018
Assistant Team Leader/NA Masterfile Analyst
GLOBAL PAYMENTS PROCESS CENTRE INC.
04.2011 - 03.2014
Senior Customer Service Associate
CONVERGYS PHILIPPINES
05.2009 - 04.2011
Reservation Agent
CEBU PACIFIC
08.2007 - 01.2009
Bachelor of Science - Tourism, Hotel and Travel Industry Management
Led cross-functional teams to manage daily spare order processing, ensuring seamless coordination between service, stores, and finance teams. Maintained high order accuracy and reduced communication gaps across departments.Trained over 100+ service engineers on CRM workflows, POD updates, and return processes during HO commercial trainings. Improved field team compliance and reduced repeat errors by over 20%.Owned end-to-end order lifecycle, including documentation, dispatches, POD tracking, and MIS reporting with minimal supervision. Enabled faster turnaround and higher accuracy in daily operations.Acted as a central escalation point between field engineers, HO departments, and senior managers to resolve system and order-related issues. Reduced escalations by ensuring proactive resolution within SLA timelines.Managed return spare process and validations, driving a 25% reduction in turnaround time and improving system accuracy. Ensured proper coordination with service and stores for smooth transaction closures.Initiated Kaizen process improvements for workflow automation, documentation, and order validation. Reduced manual work by 30% and helped in faster issue identification.Collaborated with IT team to test and implement new CRM workflows and resolve service module-related bugs. Ensured seamless migration and better user experience for the service team.Created and presented MIS reports for weekly DRM meetings and management reviews. Supported data-driven decisions and provided insights on pending and completed orders.Monitored pending orders and stock validations daily across CFA locations. Achieved 15% reduction in follow-up delays by implementing checklist-based follow-ups.Handled distributor and spot-visit orders, ensuring compliance with internal policies and faster processing. Reduced lead time by 20% with improved documentation and follow-ups.Supervised stock accuracy across locations and led reconciliation activities with store teams. Brought down discrepancies by 15% through structured checking and documentation.Prepared CRM master data and validated engineer records for smooth CRM transition. Increased CRM accuracy by 25% before new system rollout.Managed price lists and quotations, communicating with teams to ensure correct rates and GST compliance. Prevented billing errors and improved customer satisfaction on pricing clarity.Maintained GEM and E-Invoice portal compliance, uploading documents accurately to meet government requirements. Ensured zero rejection in audits and smoother order execution for public sector clients.Followed up on loan spare recoveries, ensuring 95% payment recovery by accurate tracking and coordination with accounts. Reduced pending dues and ensured clean financial closure of orders. at Transasia Bio-Medicals LtdLed cross-functional teams to manage daily spare order processing, ensuring seamless coordination between service, stores, and finance teams. Maintained high order accuracy and reduced communication gaps across departments.Trained over 100+ service engineers on CRM workflows, POD updates, and return processes during HO commercial trainings. Improved field team compliance and reduced repeat errors by over 20%.Owned end-to-end order lifecycle, including documentation, dispatches, POD tracking, and MIS reporting with minimal supervision. Enabled faster turnaround and higher accuracy in daily operations.Acted as a central escalation point between field engineers, HO departments, and senior managers to resolve system and order-related issues. Reduced escalations by ensuring proactive resolution within SLA timelines.Managed return spare process and validations, driving a 25% reduction in turnaround time and improving system accuracy. Ensured proper coordination with service and stores for smooth transaction closures.Initiated Kaizen process improvements for workflow automation, documentation, and order validation. Reduced manual work by 30% and helped in faster issue identification.Collaborated with IT team to test and implement new CRM workflows and resolve service module-related bugs. Ensured seamless migration and better user experience for the service team.Created and presented MIS reports for weekly DRM meetings and management reviews. Supported data-driven decisions and provided insights on pending and completed orders.Monitored pending orders and stock validations daily across CFA locations. Achieved 15% reduction in follow-up delays by implementing checklist-based follow-ups.Handled distributor and spot-visit orders, ensuring compliance with internal policies and faster processing. Reduced lead time by 20% with improved documentation and follow-ups.Supervised stock accuracy across locations and led reconciliation activities with store teams. Brought down discrepancies by 15% through structured checking and documentation.Prepared CRM master data and validated engineer records for smooth CRM transition. Increased CRM accuracy by 25% before new system rollout.Managed price lists and quotations, communicating with teams to ensure correct rates and GST compliance. Prevented billing errors and improved customer satisfaction on pricing clarity.Maintained GEM and E-Invoice portal compliance, uploading documents accurately to meet government requirements. Ensured zero rejection in audits and smoother order execution for public sector clients.Followed up on loan spare recoveries, ensuring 95% payment recovery by accurate tracking and coordination with accounts. Reduced pending dues and ensured clean financial closure of orders. at Transasia Bio-Medicals Ltd
<ul><li>- Working in Collaboration with the Central Quality team in the development of Quantitative checklists for Aggregate reports.</li><li>- Performing QR of Safety reports i.e, PADER, DSUR, PBRER and DSURs.</li><li>- Managing QR Team for Safety reports and acting as a training lead for Safety Writing Team.</li><li>- Prepared and Performed QC of the trackers for RSI project.</li><li>- Performed Quality review of cases in Argus database for VOQR project. Created error-free reports and other outputs according to tightly defined specifications to ensure timely reporting of assigned job to program management.</li><li>- Participating in weekly meetings on a regular basis to understand the client's requirement for a particular program and ensure that the team meets or exceeds the targets in terms of quality, quantity within the scope of time constraints</li><li>- Responsible for reviewing the SOPs, job aids as per program specific requirements.</li><li>- Acting as a subject matter expert and helping the team members with day-to-day trouble shooting activities.</li><li>- Signal detection and risk management plan authoring or other assigned PV related activities for client's product(s), per the regulations and SOPs when required.</li><li>- Exhibiting a growing awareness of program strategy and thinking capability alongside independence.</li><li>- Reviewing and providing solutions for issues relating to program delivery or escalating appropriately to the Team Lead / Program Lead as required.</li><li>- Providing standards for gathering information for use in trend analysis.</li><li>- Involved in people development in partnership with PDG leads.</li><li>- Ensuring that all training (internal training and client training) are successfully completed in a timely manner.</li></ul> at Syneos Health<ul><li>- Working in Collaboration with the Central Quality team in the development of Quantitative checklists for Aggregate reports.</li><li>- Performing QR of Safety reports i.e, PADER, DSUR, PBRER and DSURs.</li><li>- Managing QR Team for Safety reports and acting as a training lead for Safety Writing Team.</li><li>- Prepared and Performed QC of the trackers for RSI project.</li><li>- Performed Quality review of cases in Argus database for VOQR project. Created error-free reports and other outputs according to tightly defined specifications to ensure timely reporting of assigned job to program management.</li><li>- Participating in weekly meetings on a regular basis to understand the client's requirement for a particular program and ensure that the team meets or exceeds the targets in terms of quality, quantity within the scope of time constraints</li><li>- Responsible for reviewing the SOPs, job aids as per program specific requirements.</li><li>- Acting as a subject matter expert and helping the team members with day-to-day trouble shooting activities.</li><li>- Signal detection and risk management plan authoring or other assigned PV related activities for client's product(s), per the regulations and SOPs when required.</li><li>- Exhibiting a growing awareness of program strategy and thinking capability alongside independence.</li><li>- Reviewing and providing solutions for issues relating to program delivery or escalating appropriately to the Team Lead / Program Lead as required.</li><li>- Providing standards for gathering information for use in trend analysis.</li><li>- Involved in people development in partnership with PDG leads.</li><li>- Ensuring that all training (internal training and client training) are successfully completed in a timely manner.</li></ul> at Syneos Health
<ul>
<li>Spearhead the management and oversight of the National Bio and Agro-Defense Facility (NBAF) project, a pivotal national asset developed in partnership with the U.S</li>
<li>Department of Agriculture (USDA) and the U.S</li>
<li>Department of Homeland Security (DHS)</li>
<li>Collaborate with USDA and DHS stakeholders to ensure a seamless transition of operations and mission capabilities from the aging Plum Island Animal Disease Center (PIADC) to NBAF, ensuring uninterrupted research, diagnostics, and training essential to national security</li>
<li>Lead the operational endurance phase, validating work processes and laboratory setups to guarantee compliance with the highest safety and biocontainment standards, particularly in biosafety level-4 (BSL-4) environments</li>
<li>Act as the hiring manager, conducting interviews and selecting high-quality employees to ensure the success of both DCA and NBAF</li>
<li>Serve as a subject matter expert pert for the payroll system Paychex, overseeing and approving payroll for 63 officers biweekly while managing paid time off and leave requests to maintain the security posture for the facility</li>
<li>Monitor project milestones, providing critical updates to senior management and stakeholders while ensuring alignment with USDA's mission objectives and federal guidelines</li>
<li>Direct the development and execution of strategic initiatives to facilitate efficient collaboration with federal partners, ensuring all laboratory operations adhere to regulatory requirements set forth by the Federal Select Agent Program (FSAP)</li>
<li>Foster a culture of excellence and professionalism within the team, emphasizing rigorous training, safety compliance, and operational integrity as key components of NBAF's mission to safeguard public health and the nation's food supply</li>
<li>Monitored budgeting activities by tracking expenditures and providing regular updates to management.</li>
<li>Analyzed existing processes within a department or organization in order to identify areas for improvement or increased efficiency.</li>
<li>Implemented quality control measures throughout each stage of a project's lifecycle.</li>
<li>Worked closely with senior managers to ensure that all projects were completed according to schedule.</li>
<li>Conducted research on potential vendors, suppliers, contractors and subcontractors for projects.</li>
<li>Provided administrative support to the Project Manager in order to facilitate successful project outcomes.</li>
<li>Prepared monthly progress reports summarizing key accomplishments achieved since the last report.</li>
<li>Trained junior staff on best practices for managing multiple projects simultaneously.</li>
</ul> at Defense Contracting Activity, LLC<ul>
<li>Spearhead the management and oversight of the National Bio and Agro-Defense Facility (NBAF) project, a pivotal national asset developed in partnership with the U.S</li>
<li>Department of Agriculture (USDA) and the U.S</li>
<li>Department of Homeland Security (DHS)</li>
<li>Collaborate with USDA and DHS stakeholders to ensure a seamless transition of operations and mission capabilities from the aging Plum Island Animal Disease Center (PIADC) to NBAF, ensuring uninterrupted research, diagnostics, and training essential to national security</li>
<li>Lead the operational endurance phase, validating work processes and laboratory setups to guarantee compliance with the highest safety and biocontainment standards, particularly in biosafety level-4 (BSL-4) environments</li>
<li>Act as the hiring manager, conducting interviews and selecting high-quality employees to ensure the success of both DCA and NBAF</li>
<li>Serve as a subject matter expert pert for the payroll system Paychex, overseeing and approving payroll for 63 officers biweekly while managing paid time off and leave requests to maintain the security posture for the facility</li>
<li>Monitor project milestones, providing critical updates to senior management and stakeholders while ensuring alignment with USDA's mission objectives and federal guidelines</li>
<li>Direct the development and execution of strategic initiatives to facilitate efficient collaboration with federal partners, ensuring all laboratory operations adhere to regulatory requirements set forth by the Federal Select Agent Program (FSAP)</li>
<li>Foster a culture of excellence and professionalism within the team, emphasizing rigorous training, safety compliance, and operational integrity as key components of NBAF's mission to safeguard public health and the nation's food supply</li>
<li>Monitored budgeting activities by tracking expenditures and providing regular updates to management.</li>
<li>Analyzed existing processes within a department or organization in order to identify areas for improvement or increased efficiency.</li>
<li>Implemented quality control measures throughout each stage of a project's lifecycle.</li>
<li>Worked closely with senior managers to ensure that all projects were completed according to schedule.</li>
<li>Conducted research on potential vendors, suppliers, contractors and subcontractors for projects.</li>
<li>Provided administrative support to the Project Manager in order to facilitate successful project outcomes.</li>
<li>Prepared monthly progress reports summarizing key accomplishments achieved since the last report.</li>
<li>Trained junior staff on best practices for managing multiple projects simultaneously.</li>
</ul> at Defense Contracting Activity, LLC