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Mara G. — Senior Operations and Customer Success Specialist from Philippines

Mara G.

Senior Operations and Customer Success Specialist

Philippines 6+ years
Open to offersNew to Platform
Languages
EnglishFilipino
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About

Rachel G. is a dedicated Operations Specialist and Customer Success & Training Professional with over a decade of international experience working with Australian and US clients. Based in the Philippines, she has demonstrated her expertise across industries such as legal software, financial services, and accounting. She excels in managing customer relationships and delivering exceptional remote support, utilizing her advanced skills in Salesforce CRM for queue management and case escalation. Her work with LEAP Australia involved providing technical support to legal professionals and managing comprehensive software documentation. As a Training Specialist at TeleTech, she facilitated onboarding programs and enhanced team skills through innovative training materials. Her role at Morgan Stanley showcased her ability to manage investment inquiries effectively. Rachel holds a Bachelor of Science in Business Administration and continually enhances her skills through certifications in Salesforce and talent development programs.

Experience

  • Live Chat Consultant | Acting Team Leader | Helpdesk & Admin

    LEAP Australia / LEAP Legal Software · 2015 — 2020
    Provided technical support to Australian legal professionals using LEAP Legal Software. Managed Salesforce queues while accurately escalating complex support cases. Facilitated product knowledge training for both new hires and experienced staff. Maintained and updated software documentation and knowledge resources. Offered specialized assistance for trust accounting, office accounting, and legal matter creation.
  • Training Specialist, Learning & Leadership Development

    TeleTech – Morgan Stanley · 2012 — 2014
    Delivered onboarding and upskilling programs for teams in financial services. Conducted both classroom and coaching sessions for new and existing employees. Created comprehensive learning materials alongside performance improvement initiatives.
  • Service Professional

    Morgan Stanley · 2012 — 2012
    Assisted clients with inquiries related to investment accounts and portfolio information. Provided financial account support while adhering to compliance and confidentiality protocols.
  • Customer Care Specialist

    IBM Daksh Philippines – Sprint · 2011 — 2012
    Delivered customer support and troubleshooting services for mobile accounts. Upheld high-quality customer service standards and met service level agreements.
  • Job Manager – Offshore Accounting & Administration

    Data and Business Solutions & Mind Your Own Business (Australia) · 2009 — 2010
    Assisted in bookkeeping and accounting workflows for Australian businesses. Conducted reconciliations and managed tasks involving high-volume data management.
  • Process Executive – US Cards Collections

    HSBC Electronic Data Processing Philippines · 2007 — 2009
    Managed customer collections portfolios while negotiating repayment arrangements. Analyzed financial situations of customers and provided tailored account solutions.

Skills & Expertise

Education

  • Bachelor of Science in Business Administration, Major in Management
    Lyceum of the Philippines University
  • Accounting for Entrepreneurs (Continuing Education Program)
    University of the Philippines Open University

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