Open to opportunities

Rye Santos

@ryesantos

Message

I grow and retain enterprise accounts through strategic renewals, QBRs, CRM analytics, and proactive client engagement.

Philippines

Message

What I'm looking for

I'm looking for an account or client success role where I can manage strategic relationships, lead renewals and QBRs, use CRM analytics to improve account health, and grow revenue through client value and expansion.

I've managed client relationships across property leasing, fintech, telecommunications, banking, insurance, and automotive sectors. As an independent Account Manager, I oversee property owner relationships and the leasing pipeline from business-development handoff through lease execution and payout completion.

Earlier, I supported PayPal clients at Concentrix and DirecTV and AT&T clients at Convergys, resolving complex billing, account, and transactional issues while protecting customer satisfaction and retention. At Security Bank, BPI-Philam, and Toyota Makati, I acquired clients, sold financial and insurance products, executed marketing campaigns, and managed lead-to-order pipelines.

I bring hands-on experience with Salesforce, HubSpot, Zoho, Asana, Apollo, NetSuite, QuickBooks, account health tracking, QBRs, contract negotiations, and customer analytics. My background as a Revenue Officer and tax management consultant also gives me a practical foundation in financial compliance, reporting, and business advisory.

Experience

Work history, roles, and key accomplishments

Current

Account Manager

Current

Independent Professional

Jan 2026 - Present (7 months)

Managed property owner relationships and oversaw the end-to-end leasing pipeline following business development handoffs. Utilized Zoho CRM to track file progress and ensure zero operational delays through to lease execution and payout completion.

Zoho CRM Account Management Client Relationship Management Pipeline Management

Revenue Officer

Bureau of Internal Revenue

Feb 2020 - Dec 2025 (5 years 10 months)

Enforced national tax regulations, audited financial compliance, and facilitated strategic revenue collection processes. Supported national eServices initiatives and led taxpayer education campaigns.

Tax Compliance Audit Revenue Collection E Service

Tax Management Consultant & Bookkeeper

Self-Employed / Tax Management Services

Dec 2018 - Feb 2020 (1 year 2 months)

Advised micro and small businesses on corporate tax strategy, BIR compliance, and local labor regulations. Delivered accurate end-to-end bookkeeping and financial record management using QuickBooks.

Tax Strategy Bookkeeping Quickbooks Financial Reporting Compliance

Outsourced Account Manager / Paypal Customer Service Representative

Concentrix

Mar 2017 - Dec 2018 (1 year 9 months)

Provided high-quality technical and financial support for fintech and telecommunications clients across multiple communication channels. Resolved complex billing, account, and transactional issues to ensure high customer satisfaction and retention.

Customer Service Technical Support Fintech Telecommunications

Sales Officer

Security Bank Corporation

Jan 2016 - Jan 2017 (1 year)

Drove client acquisition and sales of retail banking products and financial services to meet strict institutional revenue targets. Maintained and deepened corporate and individual client relationships through dedicated financial advisory.

Sales Client Acquisition Retail Banking Financial Advisory Relationship Management

Account Bancassurance Sales Executive

BPI-Philam Life Assurance Corporation

Jun 2013 - Nov 2015 (2 years 5 months)

Marketed and sold life insurance and investment products utilizing proactive lead generation and strategic bank branch channels. Advised banking clients on personal financial protection, risk management, and long-term wealth growth.

Insurance Sales Lead Generation Investment Products Risk Management

Marketing Specialist

Toyota Makati Inc.

Apr 2010 - May 2013 (3 years 1 month)

Executed localized marketing strategies and promotional campaigns to drive automotive retail vehicle sales. Leveraged NetSuite CRM and ERP systems to manage the lead-to-order pipeline and automate marketing campaigns.

Marketing Strategy Campaign Management NetSuite ERP Lead Management

Outsourced Account Manager / Customer Service Representative

Convergys

Sep 2006 - Apr 2010 (3 years 7 months)

Provided high-quality technical support for clients across multiple communication channels. Resolved complex billing, account, and transactional issues to ensure high customer satisfaction and retention.

Customer Service Technical Support Account Management