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Margie Planos, Customer Success Manager - Searates ERP

Margie Planos

Customer Success Manager - Searates ERP·DP World

United Arab Emirates

Master's degree, MARKETING

Work experience

Total years of experience: 4 years, 4 months

Customer Success Manager - Searates ERP

January 2024 - January 2026

DP World

Dubai, United Arab Emirates

January 2024 - January 2026

• Generated rapid market adoption in the Philippines, selling and onboarding
800+ SeaRates ERP users within 4 months, positioning the country as one of
the fastest-growing ERP markets in DP Worlds portfolio.
• Managed end-to-end ERP implementation, including user setup, system
configuration, training, and workflow standardization for freight forwarders,
transport companies, 3PLs, and commodity SMEs.
• Developed and executed a structured onboarding program across Asia and
the Middle East, enabling seamless product adoption and improving customer
activation rates by over 60%.
• Collaborated with SeaRates operations, finance, and product teams to ensure
accurate invoicing, compliance, freight rate alignment, and integration of
customer-specific requirements into the ERP platform.
• Supported SMEs and enterprise customers by mapping operational processes
(quotations, bookings, tracking, delivery management, invoicing) into
automated SeaRates ERP workflows, reducing manual work by 30-40%.
• Partnered with DP World commercial teams to introduce SeaRates ERP to
global partners, contributing to 200+ successful customer onboardings for the
Global Freight Summit.
• Conducted system deep-dives, demos, and training workshops, driving
product understanding and increasing customer satisfaction and retention
across regional accounts.
• Assisted importers/exporters in aligning their internal processes with global
shipping standards, ensuring smoother compliance with Incoterms, customs
requirements, and cross-border regulations
• Coordinated end-to-end logistics activities—including freight booking

Company industry:
Shipping

Management Trainee

July 2024 - November 2024

DP World,

Dubai, United Arab Emirates

July 2024 - November 2024

• Participated in major commodity and startup events, including GULFOOD,
ADIPEC, and GITEX.
• Presented trades and negotiated with top tier trade finance banks to receive
term sheets of over 50 million USD.
• Spearheaded targeted marketing campaigns across social, email, and offline
touchpoints, contributing to a 20% increase in conversion rates and improved
customer activation.
• Collaborate with internal stakeholders to ensure alignment between marketing
and product development activities, ensuring consistent messaging and
seamless customer experiences.

Company industry:
Shipping
Job role:
Management

Provider Service Advocate – Management Trainee

November 2021 - January 2023

Optum Global Solutions,

Manila, Philippines

November 2021 - January 2023

• Managed and led a service support team, delivering performance reports
aligned with operational KPIs and process improvements.
• Consistently maintained a 90% First-Call Resolution rate, optimizing customer
satisfaction and call efficiency.
• Outperformed monthly sales targets by 20% across three consecutive quarters
by identifying upsell opportunities and enhancing service value
• Recognized as a Top Performer for maintaining 100% compliance and service
quality metrics.
• Spearheaded onboarding and continuous training programs for new and
existing team members, improving productivity and standardization.
• Developed and delivered written solution proposals, presentations, and
responses to RFPs/RFIs/RFQs for prospective clients.
• Analyzed client requirements to build compelling business cases for
recommended solutions.

Company industry:
Other Healthcare Services

Sales Executive

November 2020 - October 2021

VXI Global Solutions,

Manila, Philippines

November 2020 - October 2021

• Spearheaded targeted lifecycle marketing strategies, optimizing customer
touchpoints and significantly enhancing conversion rates, resulting in
measurable growth in participant enrollment and a 20% increase in revenue.
• Developed high-impact social media and email marketing campaigns, driving a
25% increase in brand visibility and contributing to revenue growth by
expanding VXIs market reach and led over 100+ strategic event marketing
initiatives in collaboration with key partners.

Company industry:
Call Centers & Customer Care Outsourcing

Education

SP JAIN SCHOOL OF GLOBAL MANAGEMENT

June 2025

June 2025

Master's degree, MARKETING

United Arab Emirates

MEYCAUAYAN COLLEGE

July 2022

July 2022

Bachelor's degree, BUSINESS ADMINISTRATION

Philippines

Skills

BUSINESS DEVELOPMENT

Intermediate

COLLABORATION

Intermediate

COMPUTER HARDWARE

Intermediate

ENTREPRENEURSHIP

Intermediate

INNOVATION

Intermediate

LOGISTICS

Intermediate

MARKETING

Intermediate

OPERATIONS

Intermediate

SELLING TECHNIQUES

Intermediate

SYSTEM CONFIGURATION

Intermediate

Languages

English

Beginner

Tagalog

Beginner

German

Beginner

Training and Certifications

Certifications
MARKSTAT
SP JAIN SCHOOL OF GLOBAL MANAGEMENT
Oct 2023

Hobbies and interests

playing tennis

president’s excellent awards, deans lister, employee of the month