02/02/2026 updated

**** ******** ****
100 % available

Data Analyst & Client Engagement Specialist

Aklan, Philippines
Only remote
BS Mass Communication
Aklan, Philippines
Only remote
BS Mass Communication

Profile attachments

Gerald Roy Estrada.pdf

Customer Relationship ManagementBusiness AnalysisServicio al ClienteConsultingData ValidationData ManagementEmail ManagementRecruitmentTime ManagementZoho Office SuiteSchedulingGoogle DriveCustomer SupportTeam ManagementGsuiteExcellence in Service
CRM Management
CRM system expertise with experience in ZOHO CRM data validation and management

Data Analysis
Business data analysis and reporting capabilities with focus on accuracy and compliance

Remote Work Proficiency
Remote workflow optimization and virtual assistance expertise

Recruitment
Recruitment and candidate sourcing experience

Patient Coordination
Medical scheduling and patient consultation management

Customer Service
Customer support and service excellence delivery

Time Management
Efficient time management and scheduling capabilities

Email Management
Email and inbox management proficiency

Microsoft Office Suite
Microsoft Office applications expertise

Google Workspace
Google Workspace and Google Drive management skills


Project history

Data Analyst & Recruiter

Signet Capital Group
Managed and validated critical business data before uploading to ZOHO CRM, ensuring accuracy and reliability of all information and statements. Assessed bank accounts and financial records of businesses to determine compliance with set criteria.

Client Engagement/ Customer Service/ User Support/ Medical Scheduler/ Patient Coordinator

Hear.com
Scheduled and managed patient consultations, consistently exceeding appointment KPIs. Provided support for clinic systems and minimizing service disruptions.

Payroll Specialist

Ceridian
Maintained and analyzed payroll and financial data to ensure compliance and accuracy. Provide customer support and identified trends to optimize process

User Support Roles, Onboarding and Various Roles

Various Remote Positions
Onboarded new clients and trained users across multiple platforms (CRM, Shopify etc). Managed High-volume interactions, consistently exceeding KPIs. Support internal teams with reporting, troubleshooting, and process improvement initiatives.

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