JOFHER AARON ALBINO
Business & Sales Development Representative | Executive & Client Relations Manager
Results-driven Business and Sales Development, Operations, and Client Relations professional with multidisciplinary experience spanning sales development, executive administration, paralegal support, financial advisory, bookkeeping, customer success, and business operations across U.S. and Australian organizations. Proven success in driving revenue growth, managing end-to-end sales pipelines, optimizing CRM systems, coordinating cross-functional operations, and delivering exceptional client experiences through consultative relationship management. Recognized with multiple performance awards—including Top Rookie, Top Recruiter, Top Performer of the Circle, and Rising Star Award—for consistently exceeding performance objectives and operational standards. Highly pro cient in CRM administration, executive support, nancial reporting, business analytics, supply chain coordination, work ow optimization, and data-driven decision-making using modern business technologies
Antipolo City, Philippines
0+
Years experience
0
Languages
0
Certifications
Work Experience
Credit Repair, Appointment Setting and B2B Lead Generation
LJ Agency
Apr 2026 — PresentCurrent
- Led outbound cold calling campaigns to introduce financing services, focusing on identifying and engaging potential business clients. Executed multi-channel B2B and B2C lead generation campaigns, conducting prospect research, qualification, outreach, follow-ups, and appointment setting for clients across financial services, credit repair, and real estate industries.
- Managed end-to-end sales pipelines utilizing GoHighLevel (GHL), maintaining CRM integrity through lead segmentation, activity logging, opportunity tracking, workflow automation, appointment scheduling, and customer lifecycle management.
- Performed high-volume outbound engagement through Reliable PBX, SMS, email, and CRM-based communication platforms while cultivating client relationships and supporting business development initiatives.
- Coordinated executive administrative operations including calendar management, document preparation, client correspondence, workflow organization, meeting coordination, and operational reporting to support daily business functions.
- Supported credit repair operations by preparing and organizing consumer dispute documentation, monitoring case progression, reviewing credit bureau reports, and coordinating client communications involving Equifax, Experian, and TransUnion.
- Assisted financing and lending workflows by maintaining borrower records, tracking application progress, organizing funding documentation, and supporting client qualification through UpCentral and LendTracker platforms.
- Utilized Google Sheets and Microsoft Excel to develop lead trackers, CRM dashboards, productivity reports, sales activity logs, pipeline analytics, and operational performance summaries, enabling data-driven business decisions.
- Collaborated with cross-functional teams to streamline prospecting strategies, optimize administrative workflows, improve CRM processes, and enhance client engagement across multiple service lines.
- Provide paralegal administrative and client support to a California-based law firm specializing in traffic violation matters by managing client intake, inbound and outbound communications, case documentation, court deadline extension requests through county portals, general case inquiries, attorney coordination, and case follow-ups. Utilize E-MetroTel as the primary VoIP dialer, Global VPN and Microsoft Remote Desktop to securely access firm resources, and AbacusLaw for legal case management, CRM administration, scheduling, documentation, and client records. Communicate professionally with English- and Spanish-speaking clients, leveraging real-time interpretation tools when necessary to explain legal procedures, facilitate intake, coordinate appointments, and ensure a seamless client experience while maintaining strict confidentiality and procedural accuracy.
Sales Development and Lead Generation Specialist
Polished Financial
Mar 2026 — Jul 2026
- Conduct high-volume B2B outbound prospecting targeting tax professionals, accounting firms, business owners, and prospective tax preparers through phone, SMS, email, and LinkedIn, averaging 150-200 personalized outreach attempts daily across multiple communication channels
- Achieved 76 appointments scheduled and 29 qualified opportunities within the first three days of field immersion, demonstrating rapid adaptation to sales processes, consultative prospecting, and client qualification methodologies.
- Manage lead pipelines and customer lifecycle activities using GoHighLevel (GHL), including lead qualification, pipeline progression, appointment scheduling, automated follow-up sequences, activity logging, and CRM data integrity.
- Utilize Apollo.io, LinkedIn, Google Workspace, Google Sheets, and Microsoft Teams to conduct prospect research, enrich lead databases, coordinate outreach campaigns, monitor performance metrics, and collaborate with cross-functional teams.
- Execute consultative discovery conversations to identify prospect needs, address objections, assess qualification criteria, and successfully transition qualified leads to leadership for further consultation.
- Maintain detailed numerical reports and sales analytics through Google Sheets, tracking daily outreach volume, response rates, appointment conversions, qualified leads, pipeline movement, and campaign performance to support data-driven sales decisions.
- Collaborate with marketing and executive leadership to optimize prospecting strategies, messaging frameworks, recruitment campaigns, and business development initiatives while ensuring accurate CRM documentation and operational consistency.
- Demonstrate expertise in sales development, business development, CRM administration, multi-channel prospecting, client relationship management, appointment setting, recruitment marketing, and pipeline optimization within a high-performance remote sales environment.
Financial Wealth Planner
FWD Life Insurance
Dec 2025 — PresentCurrent
- Conducted consultative financial planning sessions by evaluating clients' protection requirements, investment objectives, retirement planning, estate planning, wealth accumulation strategies, income protection, and long-term financial goals before recommending tailored life insurance and investment solutions.
- Developed and executed multi-channel client acquisition strategies utilizing Facebook, Facebook Marketplace, Messenger, LinkedIn, Instagram, referrals, networking, and relationship marketing to generate qualified leads, expand business opportunities, and strengthen long-term client relationships.
- Managed the complete sales lifecycle, including prospecting, lead qualification, financial presentations, policy illustrations, objection handling, application processing, underwriting coordination, policy issuance, and post-sale client servicing.
- Utilized Google Workspace, Google Sheets, and Microsoft Excel to develop recruitment trackers, prospect databases, production reports, commission forecasts, sales dashboards, client portfolios, pipeline analytics, and numerical performance monitoring for data-driven sales planning and business growth.
- Maintained organized client records, policy documentation, financial proposals, and sales activities while ensuring regulatory compliance and accurate documentation throughout the client engagement process.
- Recruited, interviewed, mentored, and onboarded prospective Financial Wealth Planners by conducting career presentations, opportunity consultations, business orientation sessions, and performance coaching to support agency expansion initiatives.
- Collaborated with branch leadership to organize financial literacy seminars, client appreciation events, recruitment campaigns, and business development programs designed to increase market visibility and client engagement.
- Applied consultative selling methodologies to educate clients on life insurance, health protection, investment-linked products, wealth transfer strategies, mortgage redemption insurance, and financial risk management while building long-term advisory relationships.
- Utilized CRM and digital communication platforms to monitor prospect engagement, schedule consultations, maintain follow-up activities, and manage sales pipelines from initial inquiry through policy activation.
- Awarded Top Rookie and Top Recruiter in recognition of outstanding business development performance, client acquisition, and recruitment contributions during tenure.
Customer Experience Executive
ProbeCx (Coles Online Australia)
Jan 2026 — May 2026
- Delivered high-volume omnichannel customer support for Coles Online, one of Australia's largest supermarket retailers, assisting customers through phone, email, and digital platforms with order management, deliveries, payments, refunds, product substitutions, cancellations, account inquiries, and service recovery while consistently maintaining exceptional customer experience standards.
- Managed complex customer cases by collaborating with cross-functional departments including Logistics, Fulfillment, Payments, Fraud Prevention, Escalations, and After-Sales Support to investigate delivery exceptions, payment discrepancies, order modifications, and service recovery opportunities.
- Utilized Salesforce CRM to document customer interactions, manage case lifecycles, track escalations, maintain accurate customer records, and ensure compliance with quality assurance and operational standards.
- Leveraged Citrix Workspace to securely access enterprise systems and efficiently navigate multiple business applications while handling concurrent customer interactions in a fast-paced contact center environment.
- Monitored real-time delivery operations through Ocado Smart Platform (OSP), Microlise, and Nash, coordinating with fulfillment centers and delivery partners to provide accurate shipment visibility, ETA updates, route tracking, and timely issue resolution.
- Coordinated delivery recovery efforts involving Grab and DoorDash, communicating directly with logistics partners to resolve failed deliveries, dispatch concerns, courier availability, and last-mile fulfillment issues.
- Maintained detailed operational documentation by accurately recording case notes, customer resolutions, escalation histories, and service outcomes while adhering to company policies, data privacy regulations, and quality assurance guidelines.
- Utilized Google Workspace, Microsoft Excel, and internal knowledge management systems to support documentation, operational reporting, case tracking, and performance monitoring.
- Demonstrated strong analytical thinking, conflict resolution, de-escalation, and customer relationship management skills while balancing customer satisfaction with operational policies and business objectives.
- Recognized as Top Performer of the Circle and received multiple client commendations for consistently delivering exceptional customer service, operational efficiency, professionalism, and quality performance.
Service Crew; Crew Trainer
McDonald's Philippines (Golden Arches Development Corporation)
Apr 2023 — Aug 2025
- Delivered exceptional customer experiences across front counter, drive-thru, dining, and kitchen operations within a high-volume quick-service environment while maintaining McDonald's standards for quality, speed of service, order accuracy, hospitality, and operational excellence.
- Trained, coached, and evaluated newly hired crew members on Standard Operating Procedures (SOPs), food safety regulations, workstation proficiency, customer service excellence, cash handling procedures, and operational best practices, ensuring consistency with McDonald's global service standards.
- Assisted restaurant management in coordinating daily shift operations, manpower deployment, task allocation, workflow optimization, and operational execution to maintain productivity during peak business periods.
- Applied HACCP, food safety, sanitation, quality assurance, and workplace safety standards while monitoring product quality, cleanliness, equipment readiness, and regulatory compliance across multiple restaurant workstations.
- Supported inventory and supply chain operations by monitoring stock levels, performing inventory counts, implementing FIFO (First-In, First-Out) inventory rotation, minimizing product waste, replenishing supplies, and coordinating product availability throughout daily operations.
- Utilized McDonald's Point-of-Sale (POS) systems to process customer transactions, manage order accuracy, perform cash reconciliation, and support efficient front-of-house operations.
- Collaborated with restaurant leadership and cross-functional teams to achieve operational KPIs, including speed of service, order accuracy, food quality, labor productivity, cleanliness standards, and customer satisfaction objectives.
- Resolved customer concerns through effective communication, active listening, conflict resolution, and service recovery techniques while preserving customer satisfaction and brand reputation.
- Maintained operational documentation, shift preparation activities, workstation readiness, equipment inspections, and production planning to ensure uninterrupted restaurant operations.
- Promoted a culture of teamwork, accountability, continuous improvement, and operational discipline by mentoring team members, reinforcing performance expectations, and supporting employee development initiatives.
- Awarded the Rising Star Award in recognition of outstanding operational performance, leadership potential, teamwork, and commitment to service excellence, leading to promotion as Crew Trainer with responsibility for onboarding and developing newly hired employees.
Co-owner; Sales Development Representative; Customer Relation Manager
Piper Clo
Oct 2021 — PresentCurrent
- Conducted lead generation and direct customer engagement to promote products and strengthen customer relationships.
- Manage inventory, warehouse organization, procurement, and day-to-day operational requirements of the business.
- Perform market research and analysis through both fundamental and technical approaches to identify growth opportunities and consumer trends.
- Plan, coordinate, and participate in merchandising booths, pop-up events, and promotional activities across various locations and academic institutions throughout the region.
- Oversee booth installation, setup, logistics coordination, and operational execution during trade fairs, campus events, and commercial exhibitions.
- Engage directly with customers during events and activations, providing product information, addressing inquiries, and facilitating sales transactions.
- Collaborate with partners, organizers, and stakeholders to expand brand visibility and support business growth initiatives.
Bookkeeper; Executive Assistant; Sales Development Representative
Jems and Jers Consumer Goods Trading
Jul 2021 — Nov 2025
- Managed full-cycle bookkeeping operations by recording financial transactions, maintaining general ledgers, reconciling bank accounts, monitoring accounts receivable and payable, processing invoices and nancial documentation, and ensuring the accuracy and integrity of financial records to support daily business operations.
- Developed comprehensive financial reports utilizing Microsoft Excel and Google Sheets, including daily sales summaries, weekly and monthly revenue reports, cash flow analyses, budget monitoring, expense tracking, profitability assessments, and management dashboards to facilitate data-driven business decisions.
- Designed and maintained advanced spreadsheet solutions incorporating formulas, pivot tables, lookup functions, conditional formatting, financial models, inventory trackers, and operational reports to improve reporting efficiency, numerical accuracy, and executive visibility.
- Coordinated procurement activities by communicating with suppliers, processing purchase requests, verifying invoices, monitoring purchase orders, negotiating delivery schedules, and maintaining procurement documentation to ensure uninterrupted business operations.
- Oversaw inventory management processes by performing stock reconciliation, monitoring inventory movement, tracking product availability, maintaining inventory records, and supporting replenishment planning to optimize stock accuracy and operational efficiency.
- Facilitated end-to-end logistics coordination by scheduling deliveries, organizing transportation routes, monitoring shipment progress, coordinating customer deliveries, and ensuring timely fulfillment of business orders while maintaining accurate delivery documentation.
- Managed customer accounts by responding to inquiries, coordinating order fulfillment, resolving service concerns, preparing sales documentation, and maintaining long-term client relationships through professional communication and responsive support.
- Provided executive administrative support by managing calendars, preparing business correspondence, organizing confidential documentation, maintaining filing systems, coordinating meetings, and assisting executive leadership with day-to-day operational activities.
- Prepared and reconciled invoices, receipts, delivery receipts, billing statements, payment schedules, and supporting financial documentation while ensuring compliance with internal accounting procedures and documentation standards.
- Applied strong analytical and problem-solving skills to identify financial discrepancies, resolve operational issues, improve documentation accuracy, and support continuous process improvement across multiple business functions.
Education
Bachelor of Science in Business Administration, Financial Management
Pamantasan ng Lungsod ng Marikina
Certifications
Insurance Licensure Passer
Insurance Commission
Academic Excellence
Pamantasan ng Lungsod ng Marikina
Certificate of Recognition - Intercollegiate Financial Competition
Pamantasan ng Lungsod ng Marikina
With Honors
Sta. Elena High School
Certificate of Recognition - Journalism Prestige
Sto. Nino High School
Languages
English
Fluent
Filipino
Native
Core Competencies
Business and Sales Development
- Lead Generation
- Prospect Qualification
- Appointment Setting
- Pipeline Management
- Client Acquisition
- Relationship Management
- Sales Consultation
- Negotiation
Operations & Administration
- Executive Assistance
- Calendar Management
- Administrative Support
- Documentation
- Workflow Coordination
- Process Improvement
- Business Operations
Finance & Analytics
- Bookkeeping
- Financial Reporting
- Budget Monitoring
- Cash Flow Analysis
- Accounts Receivable
- Accounts Payable
- Sales Analytics
Supply Chain & Logistics
- Inventory Management
- Procurement
- Logistics Coordination
- Order Fulfillment
- Stock Reconciliation
Customer Success
- Customer Service
- Complaint Resolution
- Client Retention
- Cross-functional Coordination
Technology and Tools
CRM & Case Management
- GoHighLevel
- Salesforce
- Abacus Law
Productivity & Office
- Microsoft Excel
- Google Sheets
- Google Workspace
- Microsoft Office
- ClickUp
- Monday.com
Communication & Remote Access
- Microsoft Teams
- Reliable PBX
- E-MetroTel
- Microsoft Remote Desktop
- Global VPN
Lending & Credit
- UpCentral
- LendTracker
- Equifax
- Experian
- TransUnion
Logistics & Operation
- Ocado Smart Platform
- Microlise
- Citrix
- Nash
Awards
Top Rookie
FWD Life Insurance
Top Recruiter
FWD Life Insurance
Rising Star
Mcdonald's Philippines (Golden Arches Development Corporation)
Top Circular Performer
ProbeCx (Coles Online Australia)
References available upon request.