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Years of experience: 16
Customer Care SpecialistCase ManagerCustomer Retention SpecialistClient Relations SpecialistCustomer ServiceData Entry
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Exceptionally trusted; proven professional excellence.
MARY JOY's Career Path
Apr. 2020 -May. 2021
STARTEKPricing Manager
Makati, National Capital Region, Philippines• Ensure integrity and accuracy cost as well as related financial information.
• Work with Pre-Sales, Solutions Architects, Work Force Management, HR and IT team to provide Pricing scenarios based on RFP of the clients
• Assist pricing negotiations of customers’ proposals.
• Maintain and update regularly pricing history database.
• Lead and direct pricing strategy formulation as well as ensur...
Jul. 2019 -Present
Allianz PNB LifeLicensed Insurance Agent
Region V - Bicol, Philippines• Portfolio Management - Generating an investment policy statement, outlining our clients’ investment objectives. - Constructing successful investment portfolios informed by market conditions and economic trends. - Buying and selling securities in client accounts to maintain a specific investment strategy, or to reach an investment objective. - Determining acceptable risk levels for clients b...
Nov. 2018 -Mar. 2020
SutherlandBusiness Finance Manager
North America Region / Global Remote Engagement SolutionsKey Roles:
• Financial Modeling and Analysis: Successfully performs regular financial analyses of portfolio accounts, reviewing profit and loss statements, generating forecasts, and tracking events of material significance to their creditworthiness. Spearheaded the creation of an auto-adjusting Excel model that regularly predicted key metrics for analysis to arrive for a better business decis...