Open to opportunities

Angie Juaneza

@angiejuaneza

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Experienced operations and CRM specialist optimizing verification, leads, and data workflows.

Philippines

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What I'm looking for

I am seeking a role where I can optimize CRM and verification workflows, drive lead conversion, and collaborate cross-functionally in a compliant, growth-focused environment.

I am an operations and CRM specialist with extensive experience in verification, lead management, and data optimization across fintech, AI services, and real estate sectors. I consistently improve processes, maintain data integrity, and produce reports that drive operational decisions.

My background includes leading KYC and verification checks, organizing large datasets in Google Sheets and multiple CRMs, and developing workflow improvements that increased efficiency between marketing, sales, and compliance teams. I have supported client onboarding, appointment setting, and pipeline growth while ensuring strict data privacy and compliance.

I bring practical technical skills with Compass CRM, Brivity, Quickbase, Google Sheets, and automation tools, paired with strong communication and analytical abilities. I am committed to documentation, SOP creation, and cross-team coordination to sustain reliable operations and measurable performance improvements.

Experience

Work history, roles, and key accomplishments

Business Development Manager

LeadStreamAI

Mar 2025 - Dec 2025 (9 months)

Managed lead databases and qualified inbound leads for AI automation services, driving pipeline growth and improving lead-to-meeting conversion through CRM optimizations and reporting. Implemented processes for tagging, importing, and compliance across tools.

Lead Qualification Google Sheets Appointment Setting Reporting Process Improvement Compliance

Operations Analyst

Abra

Nov 2020 - Dec 2025 (5 years 1 month)

Evaluated and optimized verification and data workflows to reduce delays and improve operational efficiency; maintained system integrity and produced reports identifying bottlenecks. Conducted KYC checks and ensured compliance while supporting cross-team onboarding efforts.

KYC Google Sheets CRM Management Reporting Process Optimization Compliance

General Administrator

CRE TaskWizard

Jan 2025 - Mar 2025 (2 months)

Maintained lead databases, qualified outbound leads, and booked appointments for clients while managing contact imports/exports and delivering regular status reports. Streamlined lead grouping and follow-up workflows to improve conversion.

Lead Management Google Sheets Appointment Setting Data Imports Workflow Optimization Compliance

Account CRM Administrator

SeekVA

Aug 2024 - Jan 2025 (5 months)

Organized and maintained Compass CRM databases, customized dashboards and workflows, supported users, and produced performance reports to align CRM functionality with business goals. Integrated third-party tools and ensured data security compliance.

Compass CRM CRM Administration Dashboards Reporting Integration User Support

Virtual Assistant

Brivity VA

Oct 2023 - Aug 2024 (10 months)

Handled client inquiries, scheduled property viewings and agent calendars, managed Brivity CRM listings, created Facebook Ads, and provided daily SOD/EOD reports to support real estate operations and client communication.

Appointment Setting Facebook Ads Google Calendar Client Communication Reporting

Virtual Assistant

Integria

Oct 2021 - Jul 2023 (1 year 9 months)

Conducted cold calls to property leads, captured selling details in Quickbase, used BatchDialer for outreach efficiency, and produced daily EOD reports while supporting investor follow-ups.

Cold Calling QuickBase Lead Entry Appointment Setting EOD Reporting Lead Follow Up

Virtual Assistant

V1 Marketing LLC

Jan 2020 - Aug 2021 (1 year 7 months)

Managed Facebook page and multi-channel inquiries, performed skip tracing and cold calling for property leads, and maintained detailed lead records with daily performance reports to support acquisition campaigns.

REI Blackbook Skip tracing Cold Calling Excel EOD Reporting

Call Center Associate

AIG Shared Services

Oct 2014 - Dec 2019 (5 years 2 months)

Handled inbound policyholder calls and claims inquiries with clear, empathetic communication, resolving issues to achieve customer satisfaction and maintaining accurate call records.

Customer Service Inbound Claims Handling Empathy Quality Assurance

Business Development Executive

Infinit-O / Lenddo Lending Corporation Philippines

Oct 2012 - Jun 2014 (1 year 8 months)

Managed inbound and outbound member communications, assisted with loan application processes via Zendesk and phone channels, and supported market identification for membership growth.

Outbound Communications Zendesk Customer Support Market Research

Collections Specialist

HSBC Philippines

Feb 2010 - Feb 2011 (1 year)

Conducted outbound collections calls for delinquent accounts, negotiated payment arrangements, resolved billing issues, and maintained detailed account notes and follow-ups.

Collections Negotiation Outbound Calling Account Reconciliation

Technical Support Representative

Etelecare / Stream Global Solutions

Aug 2007 - Dec 2009 (2 years 4 months)

Provided technical support for QuickBooks and Dell hardware/software, guiding customers through troubleshooting steps and ensuring positive resolution and customer experience.

Technical Support Quickbooks Technical Troubleshooting Ticket Resolution