Jan-Vincent Ortiz
Business Development Manager
Sta. Mesa, Manila City
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Professional Business Development Manager with vital abilities in sales, IT and finance. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
22
22
years of professional experience
2
2
Certificates
Work History
Business Development Manager (Consultant)
Sparksoft Solutions, Inc.
Quezon City
08.2022 - Current
- Negotiated and closed sales with new clients.
- Used consultative selling techniques to present to client's cost and benefits of company's solutions.
- Established relationships with key decision-makers within customer's organization to promote growth and retention.
- Monitored market trends and competitor activities to identify areas of potential opportunity.
- Reached out to potential customers via telephone, email, and in-person inquiries.
- Identified and pursued valuable business opportunities to generate new company revenue and improve bottom line profit.
- Kept meticulous client notes and updated account information in company databases.
- Developed process to analyze customer feedback to incorporate insights into product development strategies.
Sales Consultant
LeadMaker, Inc.
Pateros
08.2022 - Current
- Added 30 clients in span of year on new and innovative LinkedIn Lead Generation service. Increased overall revenue 300% from Lead Generation sales through effective salesmanship and great negotiation skills
- Created detailed sales presentations to communicate product features and market data.
- Managed all local clients and handled their requirements
- Cold called and conducted face-to-face sales calls with C-level executives and directors in assigned sales territory.
- Drafted proposals, and negotiated contracts
- Implemented up-selling strategies, encompassing recommendation of accessories and complementary purchases.
- Maximized customer retention by resolving issues quickly.
- Created detailed sales presentations to communicate product features and market data
Strategic Partner Manager
Cartrack Technologies Philippines, Inc.
Makati City
06.2022 - 07.2023
- Proactively identify and pursue Partners, Large
Enterprises, Sales opportunities, and deliver presentations demonstrating Cartrack's products and solutions. - Developed and maintained relationships with customers and suppliers through account development. Coordinated with C-level officers and Regional Heads in fulfilling global goals and strategies
- Developed and implemented strategies to enhance partner relations.
- Started and strategized new sales opportunity for telematics services and in house developed software.
- Stayed informed on industry developments and market trends to gain competitive advantage.
- Chaired partner meetings to drive discussion of matters important to firm operations, keeping discourse on-topic and moving at efficient pace.
- Monitored partner performance and provided feedback on areas of improvement.
- Networked with other professionals and organizations to expand contacts and opportunities.
- Provided outstanding service to all individuals, promoting effective, and lasting business relationships.
- Exercised leadership capabilities by successfully motivating and inspiring others
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Generated new business with marketing initiatives and strategic plans.
- Reached out to potential customers via telephone, email, and in-person inquiries.
- Negotiated and closed long-term agreements with new clients in assigned territory.
- Identified and pursued valuable business opportunities to generate new company revenue and improve bottom line profit.
- Established relationships with key decision-makers within customer's organization to promote growth and retention.
Sales and Project Manager
Nomis Asia Ltd
Makati City
04.2013 - 09.2021
- Promoted to project manager role which includes high and low-level effort estimations, project scheduling, and all other work required to achieve operational targets for different projects according to deadlines
- Oversee sales process of Microsoft Dynamics NAV,
- Nomis HelpDesk (and others) implementation and customization services as Sales Manager
- Preparation of marketing and sales material contents based on expertise of offered systems
- Analysis, design, testing, training, and documentation of customizations, and similar tasks for correction and improvement of existing customizations on Microsoft
- Dynamics NAV, Nomis Helpdesk, and related platforms, according to client guidelines and documentation standards
- Finding profit opportunity for company
- Managing company resources for it to be one- stop shop for clients with their software and hardware requirements
- Coordinating with software and hardware partners to fulfill needs of clients
- Communications with client operational and technical resources for obtaining full understanding of client business processes.
IT FINANCIAL ANALYST
77 Global Services / Asian Development Bank
Pasig City
07.2012 - 04.2013
- Analyzed financial information to produce forecasts of business, industry, and economic conditions for use in making investment decisions.
- Maintain knowledge and stay abreast of developments in fields of information technology, business, finance and economic theory
- Reviewed financial reports and streamlined operations to increase productivity and company profits.
- Monitored fundamental economic, industrial, and corporate developments through analysis of information obtained from financial publications and services, investment banking firms, government agencies, trade publications, company sources, and personal interviews
- Conducted reviews of contracts and other financial documentation sources
- Researched on IT markets, prices, vendor directions, and related information sources on IT software licensing parameters, goods, and services
- Gathered cost data and other relevant information across different units in company
- Assisted with ad-hoc analysis on various projects as required.
- Investment planning, investment reviews of IT projects, etc.
- Answered FAQs by people within Philippines subsidiary and other Countries Subsidiaries.
Financial Analyst
BPO International, Inc / Microsoft Philippines, Inc
Makati City
11.2011 - 07.2012
- Facilitate and analysis of actual and variance report, balance sheets and Profit and Loss statement for company with over $ million transactions. Supported Finance Controller in setup and review of company's marketing projections and work with management to minimize marketing overspends. Interpreted monthly
variances and trends between budgets, actual and prior results in developing projections and forecast - Developed and enhanced complex Excel-based financial reports. Automated processes to improve rigor and speed up processing of critical information.
- Communicated with my counterparts in different subsidiaries of Microsoft worldwide. Especially the Accenture 'One Finance Team' in India and Singapore. Supported banking transactions in coordination with our global treasury and paralegal. Coordinated with Ernst & Young about the BIR Audit. Helped in solving company's issues with BIR with ACCRA Law firm, that comes with Microsoft being a Large Tax Payer. Supervised the work of our Tax Analyst in accomplishing BIR requirements and implementing BIR regulations in the company's documentation.
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
- Reviewed financial reports and streamlined operations to increase productivity and company profits.
Education
Bachelor of Science - Accountancy
Polytechnic University of The Philippines
Manila, Philippines 06.1996 - 2001.10
Skills
Sales and Project Management
Accomplishments
316 QPC
Inventory Management System
Sep 2021
GSF Freight Management System - Odoo v13 Accounting System
Jan 2021
Euro Asia Pharmaceutical
Doctor Call App and Med Rep
Monitoring
Jan 2021 – Dec 2021
Department of Education
ServiceDesk, Software for IT Support
Department
Apr 2013 – Dec 2015
Microsoft Philippines, Inc.
Fixed Asset Verification and System corrections
Jan 2012 – May 2012
Timeline
Business Development Manager (Consultant)
Sparksoft Solutions, Inc.
08.2022 - Current
Sales Consultant
LeadMaker, Inc.
08.2022 - Current
Strategic Partner Manager
Cartrack Technologies Philippines, Inc.
06.2022 - 07.2023
National Privacy Commission - Certificate for Data Privacy Act Seminar
11-2018
Sales and Project Manager
Nomis Asia Ltd
04.2013 - 09.2021
IT FINANCIAL ANALYST
77 Global Services / Asian Development Bank
07.2012 - 04.2013
Financial Analyst
BPO International, Inc / Microsoft Philippines, Inc
11.2011 - 07.2012
Microsoft Training Program - Microsoft NAV 5.0 and Sure Step: Project Management
10-2011
Bachelor of Science - Accountancy
Polytechnic University of The Philippines
06.1996 - 2001.10
Certification
Microsoft Training Program - Microsoft NAV 5.0 and Sure Step: Project Management
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