Claire Macalinao
Verified Expert in Support and Operations
Support & Operations Expert
Elwood, Victoria, Australia
Toptal member since February 19, 2026
Claire is a results-driven operations, marketing, and financial support professional with over five years of experience across executive support, marketing, and accounting. She specializes in building systems from the ground up, integrating AI-driven efficiencies, executing marketing campaigns, and managing sensitive financial data with precision. Claire brings structure, strategy, and clarity to fast-moving businesses ready to scale.
Expertise
- Data Entry
- Google Workspace
- Graphic Design
- Marketing
- Microsoft Excel
- Monday.com
- Operations
- Slack
Work Experience
Operations and Financial Adviser
Thrive Financial
- Developed structured operational workflows from scratch and integrated AI automation.
- Liaised with Australian insurance and superannuation providers to obtain comprehensive account rundowns supporting financial planning advice.
- Consolidated sensitive client data into secure cloud systems, ensuring accuracy, compliance, and confidentiality.
Operations and Marketing Manager
Keller Williams Realty
- Executed and prepared confidential legal documents, streamlined email inboxes, and provided direct support to the CEO on various initiatives.
- Designed and created visually appealing content while managing client engagement through social media interactions, gift giving, and traditional marketing.
- Built a complete operational tracking system in Google Sheets that the company used for four years.
- Designed a structured dashboard using SUMIFS, VLOOKUP, and pivot tables to track goals, revenue, expenses, agent performance, and lead sources used for over four years.
Marketing Associate
Cyberbacker
- Collaborate directly with the client to deliver tailored marketing solutions aligned with their goals and achieve measurable results.
- Published three blogs per week to establish client transparency and the reliability of facts in the real estate market.
- Developed and executed strategic marketing plans to promote luxury real estate properties, enhance brand visibility, and drive client engagement.
Customer Representative II
Tech Mahindra
- Diagnosed and troubleshot technical issues remotely, reducing unnecessary field dispatches by up to 25%. Processed billing adjustments, payments, and disputes with 98% accuracy, ensuring compliance with company policies.
- Resolved 50 to 70 daily customer inquiries across internet, landline, and TV services, achieving a 90% first call resolution rate. Documented customer interactions and resolutions in the CRM system, improving team knowledge sharing and tracking.
- Maintained high customer satisfaction scores (CSAT) through clear communication and efficient problem resolution. Handled escalations and complex cases, de-escalating concerns and retaining customer accounts in over 80% of cases.
Education
Bachelors Degree in Management Accounting
University of San Jose - Recoletos - Cebu City, Philippines
Certifications
English Proficient C2
EFSET
Certified Bookkeeper
National Institute of Accounting Technician
Teaching English as a Foreign Language
TEFL Professional Development Institute
Member
Singapore Royal Institute of Accountants
Certified Bookkeeper
National Institute of Accounting Technicians (NIAT) Philippines
Skills
Tools
Slack
Communication
Grammar and Punctuation, Writing
Marketing Tools
Canva
Operations
WordPress Content Publishing
Scheduling & Meetings
Scheduling
Accounting Tools
Accounting Tools, Xero
Administrative Operations
Bookkeeping, Customer Service, Calendar Management, Accounts Receivable, Data Entry, Accounts Payable
Documentation
Call Notes
Productivity Suites
Microsoft Excel, Google Sheets
Project Management Tools
Monday.com, Airtable
Sales Operations
CRM
Research
Source Vetting
Other
MailerLite, KW Command, Graphic Design, Marketing, Business Operations, Linguistics, Customer Support, Administration, Research, Data Migration, Xero Accounting, Google Workspace, Operations, Legal Documents, Hiring and Recruitment, Accounting, Taxation, Accounting Technician, iOS, Call Agent, SharePoint Online, Administrative Assistance, Project Management, Intuit QuickBooks, Bank Reconciliation, Consumer-focused Web Development, Odoo, Financial Reporting, Adviser Logic, CapCut, Video Editing, YouTube, Blogspot, Financial Advisory, Reading, Public Speaking, Business Law, Corporate Sustainability, Automation, Call Centers, IT Troubleshooting, Network Troubleshooting, Performance Metrics, Psychology & Mental Health
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