May Cargill
Tulsa,OK
Summary
Highly skilled Relationship Manager with solid background in managing client relationships, resolving complex issues and promoting product growth. Demonstrated customer satisfaction ratings through exceptional service delivery while consistently achieving business objectives. Results-driven with a solid track record in delivering quality work, excellent communication, teamwork abilities, with a commitment to achieving company goals and exceptional service.
Overview
9
9
years of professional experience
4
4
years of post-secondary education
Work History
Relationship Manager - eVestment
Nasdaq
Taguig City
11.2024 - 06.2025
- Primary point of contact for clients and database managers, responsible for ensuring the effective collection and management of data.
- Analyze industry data sets to provide valuable insights and support to clients.
- Work within Salesforce to manage client information and track interactions.
- Prioritize maintaining and enhancing client relationships through regular meetings and quarterly business review.
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
Client Specialist – IR Insight
Nasdaq
Taguig City
07.2017 - 11.2024
- Primary point of contact for clients by responding to inquiries and resolving issues in a timely manner.
- Managed client accounts and maintained detailed records of interactions through Salesforce.
- Worked closely with various internal teams to ensure client requests are handled efficiently and accurately.
- Provided onboarding training for new and existing clients on relevant procedures and product enhancement.
- Prepared and presented monthly quality monitoring report of team members to provide feedback to help improve client support.
- Collaborated with cross-functional teams to address intricate cases for prompt resolution.
- Worked on ad hoc tasks such as training new hires, mentoring content team and other projects.
Client Support Analyst - Markets and Deals
S&P Capital IQ
Makati City
03.2016 - 07.2017
- Primary point of contact for clients inquiries regarding products or services.
- Researched and resolved client inquiries in a timely manner.
- Provided the entitlement access to the clients for analyst estimates data.
- Demonstrated strong sense of ownership for client issues, displaying empathy and maintaining productive dialogue throughout open requests.
- Provided the monthly entitlement report to S&P Global brokers.
- Maintained Client List Management (CLM) for estimates data.
- Worked on special requests from internal and external stakeholders.
Education
Bachelor of Science - Economics
Polytechnic University of The Philippines
06.1997 - 04.2001
Skills
- Client relationship management
- Salesforce administration
- Data analysis and reporting
- Account management
- Cross-team collaboration
- Onboarding training
- Customer service excellence
- Relationship building and management
- Attention to detail
- Problem solving
- Effective communication
- Client needs assessment
- Time management
- Critical thinking
Timeline
Relationship Manager - eVestment
Nasdaq
11.2024 - 06.2025
Client Specialist – IR Insight
Nasdaq
07.2017 - 11.2024
Client Support Analyst - Markets and Deals
S&P Capital IQ
03.2016 - 07.2017
Bachelor of Science - Economics
Polytechnic University of The Philippines
06.1997 - 04.2001