Jane Patricio
Senior Client Partnership Executive
Lapu-lapu City, Cebu
Summary
Dynamic Senior Client Partnership Executive with a proven track record at The Leadership Board, excelling in consultative selling and customer relations. Expert in aligning strategic projects with top-tier solution providers, driving revenue growth through innovative outreach campaigns. A collaborative team player, skilled in sales analysis and enhancing client engagement.
Overview
10
10
years of professional experience
Work History
Senior Client Partnership Executive
The Leadership Board
03.2025 - 05.2026
- Strategic Account Management: Acted as a strategic advisor to C-level executives (CHROs, VPs of Sales, and Heads of Enablement), aligning their high-priority organizational projects with specialized solution providers.
- Revenue Generation & Partnerships: Spearheaded high-volume outreach campaigns targeting digital learning and HR technology firms, successfully onboarding top-tier solution providers to the network.
- Consultative Selling: Leveraged decision science and buyer psychology to help partners overcome "status quo bias," positioning them as thought leaders within their specific niches.
- Project Matching: Analyzed complex project briefs from senior decision-makers to facilitate high-value 1-on-1 introductions, ensuring a high conversion rate for qualified buyers.
Sales Development Representative
Intaker
09.2024 - 02.2025
- Identify and prospect home services companies that would benefit from our events.
- Engage with company leaders and decision-makers to promote event attendance and register them.
- Follow established promotional strategies and guidelines provided by the marketing team.
- Maintain a database of prospects and track communication and follow-ups.
- Assist with event logistics as needed. Provide post-event follow-up to ensure attendees maximize their experience. Collect post-event feedback and assist in evaluating event success.
Appointment Setter
LegalMatch
09.2023 - 08.2024
- Answering basic questions about the company's products and services.
- Making outbound calls to potential customers (Lawyers) Qualifying leads and setting appointments for the sales team.
- Maintaining accurate records of calls and appointments in CRM system
- Enhanced customer relationships through timely and professional follow-ups with prospective clients.
Lead Gen Specialist & Inside Sales Associate
Phone Animal
08.2021 - 07.2023
- Outbound and inbound lead generation to procure qualified home buyers and sellers for Real Estate Agents and Lenders.
- Handle cold neighborhood seller prospecting as well as inbound buyer inquiries.
- Followed all company policies and procedures to deliver quality work.
Financial Representative
FIS
04.2019 - 07.2021
- Handles inquiries, disputes, closures, modifications and complaints.
- Nurtured new business leads through targeted outreach, cultivating a robust pipeline of prospective clients.
- Conducted comprehensive market research to identify new investment opportunities, enhancing portfolio diversity.
- Maintained accurate records of all client interactions, ensuring seamless continuity of service across multiple touchpoints.
- Enhanced client understanding of financial products through detailed explanations, increasing product uptake.
Travel Agent & SME
Teleperformance
11.2016 - 02.2019
- Arranged travel accommodations for groups, couples, executives, and special needs clients.
- Increased client satisfaction by creating customized travel itineraries tailored to individual preferences and needs.
- Provided exceptional customer service by promptly addressing concerns and resolving issues, leading to positive reviews and recommendations from satisfied clients.
- Managed complex itinerary changes due to unforeseen circumstances without sacrificing customer satisfaction or incurring unnecessary expenses.
- Handled Expedia, Travelocity and Hotels.com clients.
Education
Bachelor of Science - Business Administration - General
University of San Jose - Recoletos
Cebu, Philippines 04.2001 -
Skills
Customer relations
Team player
Team leadership
Administrative skills
Sales analysis
Marketing
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
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
04.2001 -