Katsara Boochapun
Sales & Client Engagement Professional
Summary
Sales Development–focused professional with hands-on experience engaging and qualifying leads from existing Meta advertising clients. Skilled in inbound and outbound outreach, discovery conversations, and objection handling to assess business needs and readiness. Experienced in managing leads through CRM, executing structured follow-ups, and supporting pipeline growth through KPI-driven sales execution.
Overview
9
9
years of professional experience
2
2
Languages
Work History
Workplace Safety, Health & Promoting Coordinator (COVID)
Health Promotion Board
06.2020 - 12.2020
- Coordinated national public health programs during COVID.
- Executed large-scale safety communications with government agencies.
Sales & Retention Lead – FinTech Platform
Optinent Pte Ltd
02.2026 - Current
- Engaged inbound leads and initiated first-contact conversations with prospective clients.
- Conducted discovery-led discussions to understand user goals, experience level, and platform suitability.
- Explained platform functionality, onboarding steps, and account activation process.
- Supported client activation through structured follow-ups and usage guidance.
- Provided educational support on platform usage and trading fundamentals to improve user confidence.
- Maintained ongoing engagement and relationship management during the early client lifecycle.
- Recorded interactions, progress, and follow-ups within CRM systems.
Customer Success Manager (Agency – AUNZ Market)
TDCX / Meta
06.2025 - 01.2026
- Managed and retained a B2B agency portfolio, serving as the primary strategic contact for performance, growth, and revenue optimization.
- Identified expansion opportunities within agency accounts through performance analysis, funnel diagnostics, and client growth signals.
- Drove retention, upsell, and long-term revenue stability by aligning Meta solutions with agency business objectives.
- Influenced agency decision-makers through consultative selling, data storytelling, and ROI-driven recommendations.
Account Specialist
TDCX | Meta Marketing Agency Pro Team
01.2022 - 03.2025
- Drove performance-led revenue growth by delivering ROAS improvements (3–4 → 8–10) across agency-managed advertiser portfolios.
- Expanded agency relationships by positioning insights, frameworks, and playbooks as scalable growth enablers.
- Increased advertiser trust and spend consistency through consultative optimization and performance diagnostics.
- Enabled multi-quarter budget expansion by aligning agency objectives with platform capabilities.
Account Specialist
TDCX | Meta Marketing Pro Team
01.2021 - 12.2021
- Stabilized declining B2C advertiser performance through structured diagnosis.
- Increased renewal likelihood through clear and data-driven communication.
- Implemented retention systems to detect risks early.
Digital Marketing Executive
Red Sun Concept PTE., LTD.
01.2020 - 12.2020
- Improved ROAS through structured testing.
- Managed paid ads, content, and analytics.
Administrative Support & Sales Coordination
RS Teach Precision Engineering
04.2018 - 09.2020
- Supported sales operations, quotations, and customer management.
- Coordinated logistics and supplier processes.
Retail Sales Specialist
Paradise ISLE Luxe PTE LTD
04.2017 - 02.2018
- Exceeded sales targets and strengthened customer loyalty.
Education
Bachelor in Digital Marketing Innovation - undefined
Krirkk University
01.2023
Bachelor of Business Administration - Marketing
Payap University
01.2012
Diploma in Education - Accounting & Finance
School of Polytech Amnatcharien
01.2010
Skills
Revenue Growth Strategy
Upsell & Cross-Sell Identification
Client Retention & Health Monitoring
Pain Point Diagnosis & Solution Design
Data-Driven Performance Analysis
KPI & Trend Interpretation
Strategic Planning & Forecasting
Executive-Level Communication
Stakeholder Alignment & Negotiation
Lead Qualification & Activation
Inbound & Outbound Prospecting
Cold Calling & Sales Outreach
Discovery & Needs Assessment
Objection Handling
B2B Sales Communication
Timeline
Sales & Retention Lead – FinTech Platform
Optinent Pte Ltd
02.2026 - Current
Customer Success Manager (Agency – AUNZ Market)
TDCX / Meta
06.2025 - 01.2026
Account Specialist
TDCX | Meta Marketing Agency Pro Team
01.2022 - 03.2025
Account Specialist
TDCX | Meta Marketing Pro Team
01.2021 - 12.2021
Workplace Safety, Health & Promoting Coordinator (COVID)
Health Promotion Board
06.2020 - 12.2020
Digital Marketing Executive
Red Sun Concept PTE., LTD.
01.2020 - 12.2020
Administrative Support & Sales Coordination
RS Teach Precision Engineering
04.2018 - 09.2020
Retail Sales Specialist
Paradise ISLE Luxe PTE LTD
04.2017 - 02.2018
Bachelor in Digital Marketing Innovation - undefined
Krirkk University
Bachelor of Business Administration - Marketing
Payap University
Diploma in Education - Accounting & Finance
School of Polytech Amnatcharien