Ivy Ampoloquio

Daily data entry:
Invoicing, POs, Setting up item in Reckon, updating pricelist in spreadsheet
Managing emails: Invoices to enter in Reckon

Responsible in building relationships with clients (builders and developers) to ensure repeat business, as well as identify new customer opportunities.
Highly organized and able to effectively manage customer accounts and data.
Follow up and chase quote feedback from clients.

Supported the Founder and Co-Founder with executive assistance, sales support, and day-to-day operations. Managed multiple email inboxes, calendars, and client communications while maintaining excellent response times. Conducted LinkedIn prospecting, lead qualification, and relationship-building with decision-makers across North America. Maintained CRM records, tracked sales opportunities, and ens

Supported the sales cycle from lead generation through client follow-ups. Managed CRM records and ensured accurate documentation of sales activities. Prepared quotations, proposals, and sales documents. Conducted market and competitor research to identify business opportunities. Assisted in maintaining strong relationships with existing and prospective clients.

Managed CEO’s email, LinkedIn inbox, and communication workflows. Used advanced LinkedIn search to qualify leads based on industry, role, and company criteria. Executed outreach messaging, nurtured leads, and supported the sales funnel, updated CRM and tracked prospect activity to ensure consistent follow-up. Managed travel logistics and venue bookings for events and conferences. Arranged flights,

Entered financial transactions, updated records, and maintained accurate data. Reconciled bank statements and identified discrepancies. Managed invoices, receipts, and financial communications through HubSpot. Organized internal documents and maintained compliance.

Generated qualified B2B leads using LinkedIn, Apollo, and ZoomInfo. Conducted cold outreach through email, phone, and LinkedIn. Scheduled appointments for Account Executives. Updated HubSpot CRM and tracked lead progression. Worked closely with marketing to improve conversion rates and campaign performance.

Supported small business owners using financial software. Performed inbound/outbound sales, chat support, and client qualification. Assisted with bookkeeping tasks, troubleshooting, and software setup. Served as subject-matter expert for the sales team and workflow escalation.

- Providing accounting services and financial software to start up business owners, accountants and self employed that will help manage their business.
- Doing inbound, outbound and email sales for customers who's using a trial version to upsell and continue the services.
- Doing chat for sales and qualify potential customers, creating leads and scheduling appointment with Sales Executive
- Subje

- Doing inbound calls helping customer book flights, hotel rooms, and car rentals.
- Doing outbound calls for customers who had bad experience with the service and offering upgrade or discount for their next booking with us.