Patricia Garcia Topacio
Deal Desk And Order Management Specialist
IMUS
Summary
Experienced Deal Desk and Order Management Specialist with 10+ years of expertise in streamlining quote processes, order booking, and revenue operations. Skilled at identifying Quote to Cash errors, optimizing workflows, and improving operational efficiency. Resourceful problem-solver with strong data analysis skills and a focus on delivering exceptional customer service. Proficient in adapting to new technologies and processes to drive success, with a proven track record of managing multiple projects and creating innovative solutions.
Overview
13
13
years of professional experience
5
5
years of post-secondary education
Work History
Deal Desk Specialist
GitLab
10.2021 - 04.2025
- Act as a trusted advisor to the Sales team on deal structuring, quoting, contract options, and value propositioning while addressing queries related to the deal and quote-to-cash process.
- Collaborate with Field Sales to expedite the quoting process, implementing operational efficiencies and conducting training calls to improve performance.
- Engage with stakeholders to diagnose and rectify common Quote to Cash errors, delivering effective solutions.
- Focus on automating and enhancing the Quote to Cash process whenever feasible to streamline operations.
- Serve as the primary support contact for the Field Sales team (APAC and EMEA Region), resolving issues related to opportunity booking, subscription management, license delivery protocols, and booking discrepancies.
- Partner with Billing, Revenue, Channel, and other cross-functional teams to ensure efficient and accurate processing of opportunities.
- Execute weekly and monthly reconciliations to ascertain the accuracy of Zuora Invoice and SFDC Opportunity, Net ARR, and other key bookings metrics.
- Collaborated with cross-functional teams to achieve project goals on time and within budget.
Quality Analyst - Research
Deltek
01.2021 - 06.2021
- Monitor and review research content published by analysts to evaluate adherence to established research quality standards.
- Track and report on performance and quality metrics of analysts' outputs to enhance efficiency.
- Provide insightful recommendations regarding content deficiencies and propose process enhancements based on comprehensive findings.
Quality Analyst - Deal Desk & Order Management
HCL Technologies
04.2017 - 01.2021
- Conduct root cause analyses for DSATs, fatal errors, and post-mortems associated with client escalated cases to identify process improvements.
- Compile and distribute qualitative and quantitative reports reflecting operational performance metrics.
- Perform targeted audits for high-value orders, outliers, and new joiners, ensuring service quality and compliance.
Sales Support Administrator
Dimension Data
10.2016 - 04.2017
- Cultivate and manage relationships with vendors to ensure cooperative partnerships that enhance service delivery.
- Administer the sales order and purchase order processes, ensuring compliance and operational efficiency.
- Oversee vendor costs, securing competitive pricing for the sales team to maximize profitability.
Subscriptions Specialist
S&P Global Market Intelligence
09.2015 - 02.2016
- Process orders and efficiently bill clients, ensuring accuracy throughout the procedure.
- Respond to communications via email, phone, and fax from external clients, maintaining exceptional service standards to enhance customer satisfaction.
- Resolve billing issues, facilitate payment applications, and address client access problems to ensure service continuity.
Fulfillment Specialist for LexisNexis
Reed Elsevier
11.2011 - 04.2015
- Execute core and general order fulfillment tasks, ensuring timely and accurate processing of orders.
- Assist with the complete order processing cycle from review to invoicing, ensuring thoroughness and compliance.
- Foster collaborative relationships through effective communication with internal customers, enhancing teamwork and service delivery.
Education
BS - Legal Management, Business, Management, Marketing, and Related Support Services
Far Eastern University
06.2003 - 04.2008
Skills
Customer-centric
Effective prioritization in high-volume situations
Forward-thinking approach
Meticulous attention to detail
Proficient in CPQ tool usage
Critical analysis
Collaborative teamwork
Salesforce and Zuora expertise
Effective problem resolution
Effective time management
Operational streamlining
Languages
English
Advanced (C1)
Filipino
Bilingual or Proficient (C2)
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimePart TimeLocation Preference
RemoteImportant To Me
Work-life balanceCompany CultureFlexible work hoursPersonal development programsCareer advancementWork from home optionPaid time offStock Options / Equity / Profit SharingTimeline
Deal Desk Specialist
GitLab
10.2021 - 04.2025
Quality Analyst - Research
Deltek
01.2021 - 06.2021
Quality Analyst - Deal Desk & Order Management
HCL Technologies
04.2017 - 01.2021
Sales Support Administrator
Dimension Data
10.2016 - 04.2017
Subscriptions Specialist
S&P Global Market Intelligence
09.2015 - 02.2016
Fulfillment Specialist for LexisNexis
Reed Elsevier
11.2011 - 04.2015
BS - Legal Management, Business, Management, Marketing, and Related Support Services
Far Eastern University
06.2003 - 04.2008