Summary
Overview
Work History
Education
Skills
Timeline
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Jane Patricio

Lapu-Lapu City, Cebu,Philippines

Summary

Proven Senior Client Partnership Executive with 5+ years driving B2B pipeline growth and executive account management across tech, legal, and commercial finance sectors. Expert in consultative selling, outbound prospecting, and qualifying SMB decision-makers to consistently exceed targets and deliver multi-million dollar revenue impact.

Overview

10
10
years of professional experience

Work History

Senior Client Partnership Executive

The Leadership Board
03.2025 - 05.2026
  • Prospecting & Lead Generation: End-to-end self-sourcing and generating high-intent C-level leads (CHROs, VPs of Sales, Heads of Enablement) using research tools and market intelligence.
  • Outbound Volume: Executed 200–250 targeted outreach touchpoints daily (Tuesday–Friday), utilizing Mondays exclusively for strategic LinkedIn connection requests, InMails, and email cadences.
  • Quota Attainment: Consistently hit and exceeded the KPI target of 7 booked strategic partnership introductions per week with digital learning and HR technology solution providers.
  • Consultative Execution: Leveraged decision science and buyer psychology to overcome status quo bias and position prospective partners as industry thought leaders.

Sales Development Representative

Intaker
09.2024 - 02.2025
  • Internal Promotion: Promoted from Event Promoter to Sales Development Representative within 3 months due to high client engagement and strong communication skills.
  • Daily Outreach & Cold Calling: Conducted 50–100 multi-channel touchpoints daily combining high-volume cold calls, customized emails, and CRM tracking.
  • Conversion Metrics: Exceeded performance expectations by maintaining a daily target of 3 qualified leads/event registrants per day.

Appointment Setter

LegalMatch
09.2023 - 08.2024
  • High-Volume Manual Dialing: Placed 100–150 manual outbound cold/warm calls daily from targeted lists to attorneys and law firm partners without an auto-dialer.
  • Appointment Setting Target: Consistently met the team benchmark of 5 qualified attorney consultations booked per week for the senior sales team.
  • Lead Qualification & CRM: Evaluated law practices on budget, practice areas, and case acquisition needs while logging 100% of interactions into the CRM.

Lead Gen Specialist & Inside Sales Associate

Phone Animal
08.2021 - 07.2023
  • Auto-Dialer Volume: Handled high-volume auto-dialer campaigns reaching up to 600 dials per day targeting real estate agents, home buyers, and lenders.
  • Lead Delivery: Successfully qualified prospects over the phone, issuing immediate confirmation emails and booking qualified appointments directly onto closing agents' calendars.

Lead Generation Specialist

Maclean Financial Services
01.2021 - 06.2022
  • Commercial Asset Outbound Calling: Executed 100–150 manual outbound calls daily from targeted lead lists to SMB owners and fleet operators seeking commercial asset financing.
  • Loan Qualification: Qualified business owners on revenue, funding urgency, credit health, and rejected bank applications to offer alternative asset-backed loans.
  • KPI Attainment: Consistently achieved the target of 6 qualified asset loan discovery calls per week, delivering high-intent SMB prospects directly to closing brokers.

Financial Representative

FIS
04.2019 - 07.2021
  • Financial Client Support: Managed high-volume inbound and auto-dialer financial calls, resolving complex account inquiries, fee disputes, and account modifications.
  • Financial Product Upselling: Educated customers on financial products and account options, significantly driving product adoption across target customer segments.

Travel Agent & SME

Teleperformance
11.2016 - 02.2019
  • Arranged custom travel accommodations and managed complex itinerary changes for corporate executives and special needs clients across Expedia, Travelocity, and Hotels.com accounts

Education

Bachelor of Science - Business Administration - General

University of San Jose - Recoletos
Cebu, Philippines
01-2015

Skills

  • Outbound Sales & Performance Metrics: High-Volume Manual Dialing (100–150 calls/day), Auto-Dialer Management (up to 600 dials/day), Lead Qualification, Appointment Setting, Conversion Optimization
  • Commercial & Financial Acumen: SMB Asset Lending, Equipment Financing, Alternative Working Capital Loans, Financial Client Relations
  • Prospecting & Tech Tools: Self-Sourced Lead Generation, LinkedIn Sales Navigator, CRM Record Management (Salesforce, HubSpot, Pipedrive and Close)
  • Core Competencies: Consultative Selling, Strategic Account Management, Objection Handling, Gatekeeper Bypass

Timeline

Senior Client Partnership Executive

The Leadership Board
03.2025 - 05.2026

Sales Development Representative

Intaker
09.2024 - 02.2025

Appointment Setter

LegalMatch
09.2023 - 08.2024

Lead Gen Specialist & Inside Sales Associate

Phone Animal
08.2021 - 07.2023

Lead Generation Specialist

Maclean Financial Services
01.2021 - 06.2022

Financial Representative

FIS
04.2019 - 07.2021

Travel Agent & SME

Teleperformance
11.2016 - 02.2019

Bachelor of Science - Business Administration - General

University of San Jose - Recoletos
Jane Patricio