Hey I am Jessie

More Info About Me

Hi there! I'm a dedicated professional with 11+ years of experience in customer service, payroll, and onboarding—specializing in helping businesses create seamless client experiences and efficient internal systems. I've worked with industry-leading platforms like Intuit QuickBooks, Xero, Shopify, and Salesforce, supporting both customers and teams through everything from product setup to technical troubleshooting and escalated issue resolution.

I’ve led teams, built training programs, and managed onboarding for both employees and clients—making sure everything runs smoothly from day one. Whether you need help streamlining workflows, creating onboarding documentation, or providing white-glove support to your customers, I’m here to help with a detail-oriented, proactive, and people-first approach.

-Client & Team Onboarding
- US Payroll & Tax Support
- Training & Knowledge Base Creation
- CRM & SaaS Platform Expertise
- High-Quality Customer Care
- Team Leadership & Coaching

Let’s work together to make your onboarding process efficient, professional, and impactful. I’m ready to jump in and get things done—let’s chat!

Jessie (Jessie) Cruz
Cebu City, Philippines
Freelancer
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My Skills and Competencies

Social Media Management
Graphic Designer
Data Entry
Content Creator

Certificates

My Experience and Education

  • EXPERIENCE
  • EDUCATION
2010
Bachelor’s Degree in Hospitality Management

Cebu Technological University

2013 - 2025
Concentrix
(Team Leader, Operations)

A results-driven and strategic Project Manager/Team Leader with 11+ years of experience in managing cross-functional teams, delivering high-impact projects, and driving operational excellence in SaaS platforms, payroll systems, and customer service environments.

Key Responsibilities:

· Lead end-to-end planning, execution, and delivery of projects across SaaS, payroll, and customer experience functions.

· Collaborate with stakeholders to define project scope, goals, and deliverables aligned with business objectives.

· Develop and manage project timelines, milestones, budgets, and resource allocation.

· Foster team performance through coaching, performance tracking, and feedback loops.

· Implement structured onboarding and training programs for both employees and clients.

· Create and maintain documentation including project plans, process flows, and reports.

· Facilitate cross-functional communication using tools like Salesforce, Slack, Quickbase, and Microsoft Office.

· Monitor KPIs and metrics such as AHT, VOC, and closure rates to ensure continuous improvement.

· Drive initiatives focused on reducing attrition, enhancing team engagement, and improving service quality.

My Services

Social Media Management

Analyzing engagement data, identifying trends in customer interaction and planning digital campaigns to build community.

Data Entry / Web Researcher

Search the Internet for information on a wide variety of topics.

Content Creator

Promote companies' products and services by developing copy for websites, social media, marketing materials.


Works

Let's work together !

I am available for freelance projects.
Hire Me

Get In Touch

Address :
Cebu City,
Philippines


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