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Margie Planos, Customer Success Manager - Searates ERP

Margie Planos

Customer Success Manager - Searates ERP·DP World

الإمارات العربية المتحدة

ماجستير, MARKETING

الخبرة العملية

مجموع سنوات الخبرة: 4 سنوات, 4 أشهر

Customer Success Manager - Searates ERP

يناير 2024 - يناير 2026

DP World

دبي، الإمارات العربية المتحدة

يناير 2024 - يناير 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

مجال الشركة:
الشحن

Management Trainee

يوليو 2024 - نوفمبر 2024

DP World,

دبي، الإمارات العربية المتحدة

يوليو 2024 - نوفمبر 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.

مجال الشركة:
الشحن
الدور الوظيفي:
الإدارة

Provider Service Advocate – Management Trainee

نوفمبر 2021 - يناير 2023

Optum Global Solutions,

Manila، الفلبين

نوفمبر 2021 - يناير 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.

مجال الشركة:
خدمات الرعاية الصحية الأخرى

Sales Executive

نوفمبر 2020 - أكتوبر 2021

VXI Global Solutions,

Manila، الفلبين

نوفمبر 2020 - أكتوبر 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.

مجال الشركة:
الاستعانة بالمصادر الخارجية لخدمة العملاء

التعليم

SP JAIN SCHOOL OF GLOBAL MANAGEMENT

يونيو 2025

يونيو 2025

ماجستير، MARKETING

الإمارات العربية المتحدة

MEYCAUAYAN COLLEGE

يوليو 2022

يوليو 2022

بكالوريوس، BUSINESS ADMINISTRATION

الفلبين

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

اللغات

الانجليزية

مبتدئ

التاغلوج

مبتدئ

الالمانية

مبتدئ

التدريب و الشهادات

الشهادات
MARKSTAT
SP JAIN SCHOOL OF GLOBAL MANAGEMENT
Oct 2023

الهوايات والاهتمامات

playing tennis

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