Summary
Overview
Work History
Education
Skills
Technical Proficiencies
Timeline
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Ross Bernard

New York,NY

Summary

Results-driven client management and onboarding specialist with 10 years of experience in FinTech, sales, customer service, and account management. Adept at driving revenue growth through strategic client retention initiatives and successful contract negotiations. Skilled in Salesforce, SaaS, Microsoft Office, and CRM software, with expertise in B2B sales, sales enablement, and relationship management. Recognized for delivering exceptional customer experiences and fostering long-term client partnerships.

Overview

14
14
years of professional experience

Work History

Client Management and Onboarding Specialist

Boost Payment Solutions
09.2019 - 01.2025
  • Oversaw account management and onboarding, serving as the primary point of contact for client and partner support via phone and email.
  • Responded to client inquiries promptly and coordinate with internal teams to resolve issues related to payments, invoice data, remittance information, and other account-related matters.
  • Built strong client relationships through proactive communication, trust-building, and strategic client retention initiatives.
  • Utilized internal data systems to track, document, and communicate issue resolutions to clients, internal teams, and partners as needed.
  • Ensured timely and satisfactory resolution of client concerns, prioritizing a positive customer experience.
  • Maintained data accuracy and integrity within Salesforce to support efficient account management and reporting.

Inside Sales Account Executive

ACA Pacific Technology Pte. Ltd.
02.2017 - 01.2018
  • Provided exceptional customer service by promptly addressing inquiries, resolving issues, and ensuring customer satisfaction
  • Developed and maintained a portfolio of key client accounts, resulting in increased revenue.
  • Consistently exceeded monthly sales targets.
  • Generated new business opportunities through cold calling, email campaigns, and networking events
  • Built strong relationships with clients to understand their needs and provide tailored solutions
  • Collaborated with cross-functional teams to ensure seamless execution of client projects
  • Negotiated contracts and pricing agreements to maximize profitability while meeting customer expectations
  • Utilized CRM software to track leads, manage pipeline, and forecast sales projections accurately

Inside Sales Account Executive

Singapore Telecom (Singtel)
02.2011 - 10.2016
  • Generated new business opportunities through cold calling, email campaigns, and networking events
  • Built strong relationships with clients to understand their needs and provide tailored solutions
  • Conducted product demonstrations and presentations to potential clients both in-person and virtually
  • Collaborated with cross-functional teams to ensure seamless execution of client projects
  • Consistently exceeded monthly sales targets
  • Trained new team members on product knowledge, sales techniques, and company policies
  • Provided exceptional customer service by promptly addressing inquiries, resolving issues, and ensuring customer satisfaction
  • Utilized CRM software to track leads, manage pipeline, and forecast sales projections accurately
  • Participated in industry conferences and trade shows to expand network and generate leads

Education

Bachelor of Arts - Journalism And Mass Communication

Ateneo De Davao University

Skills

  • Software/CRM Tools (Salesforce)
  • Account Management
  • Payments as a Service (PaaS) (TrustCommerce, Barracuda)
  • Excellent communication
  • Cross-functional coordination
  • Documentation and recordkeeping
  • Microsoft office
  • Customer relationship management

Technical Proficiencies

  • CRM Software: Salesforce, SQL
  • Payments as a Service (PaaS) or FinTech SaaS: Barracuda, TrustCommerce.
  • Productivity Tools: Microsoft Office Suite (Excel, Word, PowerPoint, Outlook).
  • Communication & Collaboration: Microsoft Teams, Zoom, Vonage.


Timeline

Client Management and Onboarding Specialist

Boost Payment Solutions
09.2019 - 01.2025

Inside Sales Account Executive

ACA Pacific Technology Pte. Ltd.
02.2017 - 01.2018

Inside Sales Account Executive

Singapore Telecom (Singtel)
02.2011 - 10.2016

Bachelor of Arts - Journalism And Mass Communication

Ateneo De Davao University

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Ross Bernard