Jhenea R.
Mid-Level Client Services Manager
Open to offersNew to PlatformAbout
Jhenea B. is a seasoned professional with extensive experience in the BPO/corporate, legal, real estate, travel, technology, and HVAC industries. She has held critical roles such as Client Services Manager in the UK legal sector, Executive Assistant in children's entrepreneurship and HVAC companies, and Customer Success Manager in BPO and financial services. Her responsibilities have included strategic client relationship management, leading cross-functional teams, and overseeing daily operations to optimize productivity and client satisfaction. Jhenea has a strong command of CRM management, data analysis, and project coordination, reflected in her leadership in process improvements, project delivery, and client account retention. She has also delivered measurable business results, such as exceeding sales targets and streamlining key processes. Her technical proficiency spans Salesforce, Jira, Hubspot, WordPress, and various productivity tools, supporting her ability to implement solutions, manage digital resources, and drive efficiency across diverse business domains.
Experience
Executive Assistant/Web Associate
Children’s Entrepreneur Markets · 2025 — 2026Managed executive calendars, coordinated meetings, and provided executive support. Oversaw travel logistics and facilitated data compilation and reporting. Handled onboarding and training coordination, and optimized workflow alongside systems utilization. Maintained CRM and digital records, ensuring process documentation and continuous improvement. Managed website content updates, monitored issues, and supported digital resources and events while promoting cross-functional collaboration.Project Coordinator/Executive Assistant
Woodbridge Pacific Group/Foremost Pacific Group · 2024 — 2025Coordinated project planning and scheduling while managing stakeholder communication and vendor relations. Monitored budget and tracked expenses, documenting and reporting on progress. Identified and mitigated risks, facilitating problem-solving and issue resolution within program planning and implementation. Engaged in volunteer recruitment and community outreach, supporting grant management and event logistics while collaborating with cross-functional teams.Client Services Manager
Mobile Legal UK · 2023 — 2024Oversaw client relationships and immigration case management while optimizing processes for improvement. Engaged in client onboarding, ensuring retention through effective coordination with cross-functional teams. Made data-driven decisions to address escalation and resolution management, while also managing compliance and documentation.Executive Assistant
Clark Heating and Cooling · 2023 — 2024Managed client outreach and retention activities, coordinating service schedules and customer relationship management (CRM) efforts. Created process documentation and reports while handling call follow-ups and invoicing. Collected feedback to manage reputation and performed data entry alongside spreadsheet management, focusing on proactive problem-solving and cross-department collaboration.Customer Success Manager/Retention Specialist
IdialU Ph - Lexington Law · 2018 — 2023Engaged in strategic account management while implementing innovative solutions to enhance client relationships. Led team efforts to ensure client success and engaged in CRM management.Real Estate VA
Dustin Garrett & Associates at Team One Group Real Estate · 2022 — 2022Provided administrative support while managing customer relationship management (CRM) using Boomtown. Assisted in listing management, lead generation, and social media management, contributing to marketing support and transaction coordination.Customer Support Specialist/Advocate
Iron Mountain/Convergys · 2016 — 2018Acted as the voice of the customer, focusing on issue resolution and improving customer retention and loyalty. Conducted proactive outreach and email management while assisting with technical issues and customer education, alongside account and escalation management.Financial Negotiator/Legal Officer
S.P. Madrid Lawfirm · 2016 — 2016Negotiated financial agreements and managed debt restructuring and settlements. Conducted financial analysis and risk assessment while reviewing contracts for compliance and representing clients' interests.Technical Support Specialist
AT&T- Sitel Philippines · 2010 — 2012Provided effective troubleshooting and resolution for customer inquiries, supporting product and service functionalities. Handled network and connectivity issues, managing escalation and customer communication, alongside system updates and documentation.Corporate Desk Representative
Hawaiian Airlines · 2008 — 2010Managed corporate accounts and offered customized travel solutions to clients. Resolved issues and negotiated corporate travel agreements while enhancing client retention and relationships. Focused on compliance with policies and securing seamless corporate travel arrangements.
Skills & Expertise
Education
- Bachelor of Science in Commerce ManagementSaint Louis University · 1999 — 2003
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