Rick Jerome Doñasales

Oversee day-to-day client success and business operations, coordinating priorities and managing deliverables. Lead virtual assistants and content staff, develop SOPs, build GoHighLevel CRM workflows, and create reporting dashboards.

Oversaw customer success activities, ensuring timely communication and consistent support. Coordinated customer concerns and follow-up requirements with leadership while improving communication and internal processes.

Coordinated sales activities, lead follow-ups, and prospect management. Worked with leadership to identify gaps in lead handling and improve follow-up processes.

Supported customer onboarding, account inquiries, and ongoing communication. Resolved customer concerns, maintained accurate client records, and coordinated follow-ups.

Managed inbound inquiries and outbound follow-ups with prospective property sellers, qualifying leads and maintaining consistent communication. Organized CRM records and tracked prospect activity.

Prepared property research and reports to support real estate investment evaluations. Coordinated transaction documentation and supported buyer communications.

Handled inbound credit card customer inquiries, resolving billing concerns, addressing account issues, and explaining relevant products and services.

Bachelor of Science in Economics from the Polytechnic University of the Philippines.