Jofre Barcelo

Account Manager

DOXA Talent

Feb 2024 - Jun 2025 (1 year 5 months)

• Manage and grow revenue from top and key accounts through strategic account management and business development initiatives. • Identify new sales opportunities within existing client portfolios to maximize account potential and profitability. • Establish, maintain, and strengthen strong working relationships with key decision-makers and stakeholders in assigned accounts. • Regularly set up and lead client meetings to review performance, identify growth opportunities, and present tailored solutions. • Collaborate with internal teams (sales, marketing, operations, finance) to ensure client requirements are met efficiently and effectively. • Create and prepare proposals, quotations, billing statements, and statements of work to be presented

Inventory Acquisition Coordinator

DOXA Talent

Jan 2022 - Feb 2024 (2 years 2 months)

• Fulfill ticket requests for incoming VIP package orders • Adhere to budgets, monitor queues to ensure timely fulfillment of all sales, and maintain the accuracy of tickets. • Answer internal team member inquiries regarding ticket purchases and delivery status. • Troubleshoot technical issues related to order processing and data exchange. • Maintain thorough and accurate documentation at all times. • Support Manager of VIP Fulfillment Team with special projects and additional tasks as needed.

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Order Management Specialist

Refinitiv – London Stock Exchange Group

May 2021 - Nov 2021 (7 months)

• Responsible for the implementation of the entire order to billing process and for providing ongoing order management support for sales and clients. • Aligned to a designated client base and is accountable for building relationships with internal and external customers, playing a key role in improving service results. • Confirms all client orders are correct for sales and financial reporting and is accountable for adhering to SOX compliance controls and 3rd party guidelines. • Manage the entire end to end order life cycle, including order preparation, order monitoring, permissioning and billing/credits/cancellations for new and renewal orders. • Obtain information required to process orders (user data, product reference details, installati

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Customer Support Executive

Refinitiv – London Stock Exchange Group

Apr 2019 - May 2021 (2 years 2 months)

• Respond to customers’ enquiries relating to information, product functionality and fault calls resolving as many queries as possible on the first interaction. • Logging and classifying all calls and requests for assistance into Salesforce or Service Cloud. • Filter and escalate enquiries relating to other aspects of the Refinitiv business and handover to the appropriate department. • Manage the resolution process for customers relating to data and applications for a particular product/s. • Track enquiry resolution progress and proactively call customers with a status update or resolution if queries cannot be resolved on initial interaction. • Follow the appropriate procedures to respond to issues and update our customers when outages of a

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Senior Processing Executive

Cognizant Technology Solutions Philippines, Incorporated

May 2017 - Feb 2019 (1 year 10 months)

• National Answering Service of Medtronic U.S.A. • Assists Health Care Providers to page the sales representative for a hospital visit or a call back. • Searches patient information and provide product information to the caller but needs to ensure that no HIPPA violation was committed. • Assists Sales representative in plotting their schedules for specific dates through incoming calls or emails. • Connects callers to different departments of Medtronic. • Make sure that the sales representative received the page sent out. • Escalate pages that were not cleared by the sales representative. • Answers emails from the request of sales representatives and district managers. • Sends pages or emails to sales representative assigned to endorse a dev

Ssi Denial Specialist

Arriva Medical

Feb 2015 - Jan 2016 (1 year)

• Reviews, analyzes, segregates correspondence and Explanation of Benefits. • Indexes/Encodes correspondences and EOBs account information. • Routes claims to a specific health insurance and department. • Downloads and uploads payment and denials. • Provides weekly and monthly report for monitoring of uploaded EOBs.

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Fraud Analyst

Convergys Philippines

Jul 2013 - Jan 2015 (1 year 7 months)

• Investigates forgery and theft within customers’ accounts and transactions on behalf of a bank or financial institutions. • Tracks and monitors the bank’s transaction and activity that comes through customers’ accounts. • Identifies and traces any suspicious or high-risk transactions and determine if there is improper activity involved and if there is risk to the bank or its customers. • Must conduct and lead investigations into any potential fraudulent activity up to their natural conclusion. • Must investigate fraud cases from beginning to end and dissect the nature of potential crimes.

Subject Matter Expert

TELUS International Philippines

Jun 2008 - Dec 2010 (2 years 7 months)

• Responds to inquiries from agents, Team Leads and other staff on as need basis • Participates in the development of learning objectives, program curriculum and texts. • Monitors curriculum and learning objectives for consistency with the changing business environments, recommending modifications with regard to the depth and breadth of the subject matter coverage as it affects all account exams and credential programs. • Participates in conference calls with Other SME (Onshore) monthly or on as need basis. • Meets strict turnaround schedules – such as daily submission of Escalation File to their respective Team Leads. • Participates in other EE functions as needed.

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Account Manager

Nextmobile, Inc.

Mar 2007 - May 2008 (1 year 3 months)

• Directly reporting to the VP for Key Accounts Management • Managing a portfolio of accounts for major high-profile clients and top business leaders. • Dealing with all aspects of a sales campaign. • Using an existing network of industry contacts to generate revenue. • Leading project management activity. • Ensuring necessary actions are undertaken by the account team. • Achieving sales targets. • Delivering sales presentations to high-level executives. • Attending client meetings • Maintaining and expanding relationships with existing clients.

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Oic – Collection for Corporate Accounts

Nextmobile, Inc.

Mar 2004 - Mar 2007 (3 years 1 month)

• Directly reporting to the Manager of Collection Department. • Officer-in-charge of Collection Officers under Corporate Team. • Responsible for leading and motivating people, to heighten their morale during difficult collection phases. • Reviews and analyzes transactions and recommendation of subordinates • Does preparation of weekly and monthly operations reports presented to the management committee and those needed monthly implementation of collection policies such as the list of accounts for suspension, redirection of calls and SMS sending/reminder. • Assigned to handle accounts for offsetting. • Provides client request such as billing history/reconciliation, bill summaries and bill reprints. • Handles petty cash and request for paymen

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Telemarketing Officer

Nextmobile, Inc.

Oct 2003 - Mar 2004 (6 months)

• Provides direct marketing and sales support to field/distribution sales organization. • Manage, help and qualify as well as process sales leads. • Maintains customers, prospects and competitors database and assessing, devising, and implementing marketing promotions • Generates new business through outbound calls and follow-up on incoming sales leads. • Maintains revenue goals by quarter, and year-to-date. • Handles all sales inquiries (telephone and e-mail)

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