Looking for a job

Ked Grate

@kedgrate

Message

I generate qualified leads and manage customer finance and sales interactions.

Philippines

Message

What I'm looking for

I'm looking for a customer-facing sales, telemarketing, or finance support role where I can qualify leads, manage CRM data, resolve client needs, and contribute to conversions.

I've generated and qualified commercial finance leads at Parkes BPO Solutions, using cloud PBX systems, targeted scripts, live broker transfers, and Zoho CRM tracking.

Across Concentrix, Switchpay, and Global Empire Corporation, I've supported banking clients, processed transactions and disputes, nurtured sales leads, and resolved customer inquiries.

Experience

Work history, roles, and key accomplishments

Telemarketer

Parkes BPO Solutions

Mar 2025 - Aug 2026 (1 year 5 months)

Executed high-volume cold outreach using cloud PBX telephony systems to pitch business and asset finance solutions. Screened prospective corporate borrowers and performed real-time live transfers of qualified prospects to senior financial brokers.

Zoho CRM Salesforce Excel Microsoft Teams Outlook Slack GoHighLevel Avaya PBX Softphone Systems Lead Generation Prequalification Pipe Routing CRM Tracking

Telemarketer

Switchpay

Aug 2024 - Oct 2024 (2 months)

Conducted high-volume cold outreach to pitch and promote payment processing card machines. Gathered prospective merchant processing statements and nurtured early-stage leads to drive sales conversions.

Outbound Prospecting Statement Collection Sales Pipeline CRM Data Entry Lead Generation

Finance Associate

Concentrix

Aug 2022 - Oct 2024 (2 years 2 months)

Utilized Salesforce to document client interactions, track inquiries, and manage pipeline data. Administered Checking, Savings, and Individual Retirement Accounts (IRAs) and processed bank transactions, inquiries, and dispute resolutions.

Salesforce CRM Account Management Financial Transactions Regulatory Compliance Banking

Customer Service Representative

Global Empire Corporation

May 2021 - Jun 2022 (1 year 1 month)

Managed phone payments, order entries, and refund processing. Utilized active listening and communication to resolve inquiries efficiently and identified client needs to recommend relevant products.

Transaction Processing Customer Experience Active Listening Communication Skills Sales Upselling