I’m looking for a remote role in customer success, operations, or finance and admin support, either full-time or part-time contract. I do my best work owning a process end to end: client accounts, invoices and reconciliations, onboarding, and the trackers and documentation that keep things running. Available to start immediately and flexible on time zones.
Skeneth Pio
@skenethpio
Customer Success & Finance Operations | 12+ Years in Banking, Forex/CFD & Procure-to-Pay
What I'm looking for
I’m a client services and finance operations professional with a BS in Commerce (Management Accounting) and over 12 years of experience across retail banking, forex/CFD brokerage, and enterprise finance support. I managed end-to-end client relationships for traders on MetaTrader 4/5 at ATFX/SmarTrade, handled user access management and compliance work for AIG at Accenture, and processed procure-to-pay workflows from requisitions and purchase orders through invoices and vendor payment discrepancies. Before that, I spent eight years in banking at Metrobank and BPI. I also run my own digital publishing and e-commerce business, managing 20+ Amazon KDP titles and an Etsy shop, so I know what it takes to own a process end to end without being chased.
Experience
Work history, roles, and key accomplishments
Digital Publisher & E-commerce Owner
Hot Drama Books
Jan 2025 - Present (1 year 9 months)
Publish and manage 20+ Amazon KDP titles end to end: niche and keyword research, categories, descriptions, covers, and listing updates. Run an Etsy shop selling digital budget planners, handling product creation, listing copy, tags, SEO, and shop upkeep. Research markets with Helium 10, eRank, and Etsy search data, and produce content with Canva and AI tools.
Customer Service Associate
InnoMP
Nov 2025 - Oct 2026 (11 months)
Support active trading clients and Introducing Brokers (IBs)/sales partners via chat and email, resolving account, platform, and transaction inquiries. Coordinate client onboarding and account-related issues between the broker and IB/sales partners.
Delivered customer support across phone and digital channels for a global insurance client, resolving account and access-related inquiries aligned to service and compliance standards. Administered and audited user access permissions within banking and insurance systems to safeguard secure, compliant account activity.
Managed end-to-end procure-to-pay operations, including purchase requisitions, purchase orders, and invoice processing. Investigated and resolved payment discrepancies with finance and accounts payable teams to support timely vendor payments.
Account Manager
SmarTrade / ATFX
Mar 2022 - Aug 2023 (1 year 5 months)
Managed end-to-end relationships for forex/CFD traders on the MetaTrader platform, from onboarding through ongoing support and platform troubleshooting. Advised clients on platform functionality and trading tools tailored to individual trading goals to support continued engagement and retention.
Phone Banking Specialist
Bank of the Philippine Islands
May 2016 - Aug 2020 (4 years 3 months)
Resolved service inquiries, requests, and account concerns for depositors and cardholders via phone channels for BPI and BPI Family Savings Bank. Maintained service-quality and professionalism standards within a regulated retail banking environment.
Customer Service Representative
Metrobank
Aug 2010 - Oct 2014 (4 years 2 months)
Processed over-the-counter banking transactions for retail clients at Metrobank, maintaining accuracy and compliance in a regulated banking environment.
Education
Degrees, certifications, and relevant coursework
Ateneo de Davao University
Bachelor of Science in Commerce, Management Accounting
2006 - 2010
Earned a Bachelor of Science in Commerce (major in Management Accounting) from Ateneo de Davao University from 2006 to 2010.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
Social media
Job categories
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