Open to opportunities

Jan Angelo Galvez

@janangelogalvez

Message

Detail-oriented virtual assistant with expertise in customer success.

Philippines

Message

What I'm looking for

I am looking for a remote role that values communication and growth opportunities.

I am a detail-oriented and tech-savvy Virtual Assistant with over 5 years of combined experience in HR, financial advising, sales support, land appraisal research, and customer success. My proficiency in handling SaaS tools like Chargebee and Stripe, along with CRM platforms, has allowed me to excel in client-facing roles across various industries, including cannabis marketing, insurance, and real estate.

In my recent role as a Customer Success Specialist at Mathpix, I served as the main point of contact for SaaS clients, ensuring successful onboarding and continued support. I resolved customer issues related to billing and subscriptions, conducted product walkthroughs, and collected feedback to coordinate with product teams for improvements. My background in financial advising and human resources has equipped me with excellent communication, organizational, and time-management skills, which I leverage to enhance client satisfaction and retention.

Experience

Work history, roles, and key accomplishments

Customer Success Specialist

Mathpix

Jan 2024 - Jan 2025 (1 year)

Served as the main point of contact for SaaS clients, ensuring successful onboarding and continued support. Resolved customer issues related to billing and subscriptions using Stripe and Chargebee.

SaaS Customer Onboarding Billing Stripe ChargeBee Customer Retention Customer Feedback

Virtual Assistant - Cannabis Marketing Agency

Handled Dispenza

Jan 2024 - Jan 2024 (0 months)

Managed inbox and scheduled meetings for a cannabis marketing agency. Coordinated documents and tracked KPIs, providing discreet support in the cannabis sector.

Inbox Management Scheduling KPI Tracking Virtual Assistance

Land Investment Research VA

Private Client

Jan 2024 - Jan 2024 (0 months)

Conducted land appraisal research in the US for a private client. Verified property and zoning details, and compiled investment reports.

Property Research Zoning Data Compilation Due Diligence

Insurance VA - Homeowners Policy Support

Freelance

Jan 2024 - Jan 2024 (0 months)

Assisted with claims, renewals, and coverage explanations for homeowners' policies. Researched homeowner rights per state and processed policy documents.

Insurance Claims Renewals Document Processing Insurance Research

Financial Advisor - Sales Representative

Pru Life UK

Jan 2022 - Jan 2024 (2 years)

Assisted clients in creating customized financial plans based on their goals and risk profile. Educated clients on insurance, investment products, and retirement planning options.

Financial Planning Retirement Planning Client Relationship Management Sales

Human Resources Supervisor

Royale Business Club International Inc.

Jan 2017 - Jan 2022 (5 years)

Led recruitment and handled disciplinary actions within the organization. Managed employee events and engagement initiatives, and oversaw timekeeping and HRIS.

Recruitment Disciplinary Actions Employee Engagement HRIS Human Resources Management

Education

Degrees, certifications, and relevant coursework

New Era University

Bachelor of Science, Psychology

2013 - 2017

Completed a Bachelor of Science in Psychology, gaining foundational knowledge in human behavior and mental processes. Developed strong analytical and research skills applicable to various professional settings.