kelvin L.
Mid-Level Research and Data Administration Specialist
Open to offersNew to PlatformAbout
Kelvin L. is a seasoned Sales Professional and Virtual Assistant with over 7 years of extensive experience in account management, B2B sales, and data administration. During his tenure at BBE Marketing, he excelled in conducting in-depth research on the entertainment industry, identified over 50 new industry contacts monthly, and enhanced the company's outreach network. His meticulous attention to data management saw him reviewing more than 500 records to improve data accuracy. Kelvin's adeptness with tools like Google Workspace, Microsoft 365, Asana, Slack, and AI solutions ensures efficient workflow management. In his role as a Financial Advisor with Pru Life UK, he analyzed client needs to recommend customized financial solutions, fortified client relationships, and maintained precise client records. At Imax Technologies Inc., he managed business accounts in hospital, hotel, and government sectors, sustaining a 95% client retention rate and contributing to 20+ new business opportunities through strategic market research and prospecting.
Experience
Virtual Assistant – Research & Data Administration
BBE Marketing · 2024 — 2026Conducted online research on trends in the entertainment industry, focusing on talent representation and professional contacts to aid business development and enhance database accuracy. Verified and researched contact details, identifying over 50 new industry contacts monthly, thereby expanding the outreach network. Ensured data integrity by reviewing and updating client records, managing over 500 records to eliminate duplicates and outdated information. Performed tasks related to data entry, verification, and maintenance, emphasizing accuracy and consistency. Utilized tools such as Google Workspace, Microsoft 365, Asana, and AI technologies to manage research and administrative duties. Discovered more than 25 new outreach opportunities through trend analysis and research efforts.Financial Advisor
Pru Life UK · 2024 — 2025Identified potential clients through strategies like market research, referrals, and networking, leading to targeted outreach efforts. Evaluated client needs to recommend suitable insurance and financial protection solutions aligned with their individual objectives. Established strong client relationships via personalized consultations, consistent follow-ups, and continuous support for account management. Oversaw sales opportunities while keeping accurate client records to ensure effective follow-up and service.Account Manager
Imax Technologies Inc. · 2018 — 2022Managed business accounts within hospital, hotel, and government sectors, achieving a client retention rate of 95%. Conducted market research and prospecting to generate and qualify new accounts, contributing over 20 new business opportunities. Built and nurtured strong B2B relationships by accurately addressing clients' business needs and suggesting appropriate technological solutions. Coordinated various sales activities, including client meetings, product presentations, and proposals throughout the customer acquisition process. Managed the entire sales pipeline, from prospecting to negotiation and closing while ensuring precise documentation. Enhanced efficiency by streamlining account management processes and collaborating with internal teams to meet customer requirements.
Skills & Expertise
Education
- BS in Industrial TechnologyLaguna State Polytechnic University · 2008 — 2012
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