Farrah Alfonso
@o0farrah0o
Client Services Coordinator with remote expertise in intake, CRM strategy, and delivering seamless, high-quality client experiences.
What I'm looking for
I’m an experienced Intake and Client Services Coordinator with a strong background in customer service, CRM management, and team training. I’ve supported high-volume client intake operations, ensuring each interaction is handled efficiently while maintaining a high standard of care and professionalism.
In my role, I’ve managed end-to-end client onboarding, maintained CRM accuracy, and helped streamline internal processes to improve response times and overall client experience. I’ve also contributed to training initiatives, helping teams stay aligned on best practices and service standards.
I thrive in remote environments where communication, organization, and accountability are essential. I’m comfortable working across teams, managing priorities independently, and keeping systems structured and up to date.
I’m particularly interested in roles where I can continue improving client experience, optimizing workflows, and supporting teams behind the scenes to operate more efficiently.
Experience
Work history, roles, and key accomplishments
Client Services Coordinator
ESQgo Attorneys at Law
Sep 2024 - Present (1 year 8 months)
Managed the full lead-to-client intake cycle, including lead qualification, consultations, CRM upkeep, and front-line support. Coordinated onboarding with welcome materials, ensured timely client updates, and handled disengagement steps professionally.
Training and Aftercare Manager
Fast Track FBA LLC
Apr 2023 - Jul 2024 (1 year 3 months)
Planned and delivered VA Academy training by building training strategy, creating course content, and setting performance metrics for ongoing improvement. Led aftercare support by defining mentoring standards, overseeing aftercare system use and data integrity, and reporting outcomes to stakeholders.
Training Team Lead
Fast Track FBA Limited
May 2022 - Mar 2023 (10 months)
Facilitated seller academy training sessions and supported onboarding and aftercare through client calls. Developed training materials and schedules, tracked course completion and issues, and led/teamed up with technical trainers to improve program effectiveness.
Client Services Manager
Shirokane Partners Limited
Nov 2015 - Dec 2022 (7 years 1 month)
Managed client service operations with CPAs and accounting teams across Hong Kong, Shanghai, and Tokyo offices. Oversaw CRM and invoicing systems, developed KPI reporting, improved operational efficiency through processes, and mentored client service staff.
VA to the Director
SusiRed Limited
Aug 2020 - Mar 2022 (1 year 7 months)
Created Amazon UK product sourcing plans and submitted deals across categories based on supplier and market criteria. Managed shipment and cost tracking, supported wholesale application processes, and evaluated product profitability using multiple online analytics tools.
CRM Project Manager / CRM Admin
NanoCraft Sciences LLC
Jul 2020 - Jan 2021 (6 months)
Set up and customized a CRM from scratch to support company workflows, including lead tracking and follow-up automation. Migrated client and financial data from QuickBooks, integrated tools, managed segmented CRM email campaigns, and trained users to adopt the system.
Client Services Administrator
Shirokane Partners Limited
Nov 2012 - Nov 2015 (3 years)
Served as a focal point for client services and internal U.S. CPAs, managing CRM/invoicing records and client needs. Triaged client questions and escalated issues to appropriate teams while maintaining client relationships and planning team workload.
Sales/Operation Manager
Sarsuelo-Alfonso Accounting Services
Oct 2010 - Oct 2012 (2 years)
Managed business permits, corporate registrations, and annual compliance requirements. Monitored regulatory updates, ensured clients met licensing and tax/reporting deadlines, and supported service improvements to enhance profitability and marketability.
Customer Service Professional
Shell Shared Services Asia, B.V.
May 2008 - Sep 2010 (2 years 4 months)
Managed global key account customer inquiries and coordinated with internal and external stakeholders to support smooth sales operations. Resolved complaints, monitored inventory levels, and handled urgent export orders and supporting logistics documentation.
Operations Supervisor
Advance Contact Solutions, Inc.
Apr 2007 - Apr 2008 (1 year)
Supervised call center operations by selecting, orienting, training, and coaching team members while enforcing client and internal policies. Monitored daily performance against QA targets, conducted audits, improved processes, and supported escalated customer calls.
Sales Support & SME
PeopleSupport (Phils.), Inc.
Aug 2005 - Apr 2007 (1 year 8 months)
Provided sales support and customer service, meeting daily targets while ensuring quality assurance standards. Booked travel reservations via global distribution systems, handled changes and cancellations, and served as an SME for resolution and retention.
Office-in-Charge
The Law Firm of Tan, Tan, Salutan & Vega
Jul 2003 - Aug 2005 (2 years 1 month)
Managed office services and administrative workflows, including payroll preparation, correspondence control, and filing systems. Provided administrative support to lawyers by preparing legal documents and scheduling appointments and deliveries of client filings.
Education
Degrees, certifications, and relevant coursework
University of the Immaculate Conception
Bachelor of Science in Computer Science, Computer Science
Earned a Bachelor of Science in Computer Science at the University of the Immaculate Conception.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Social media
Job categories
Skills
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