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for you so you don’t have to.
Lifetime support, dedicated account manager
by your side, every step of the way!

 

Hire World-Class, High Performing, Vetted Appointment Setters.
Cut Labor Costs by 70%

We’ll Source, Hire and help Manage them for you so you don’t have to.
Lifetime support, dedicated account manager by your side, every step of the way!

 

17 Years of
Virtual Staffing
Experience

Trusted by
3,368
SME’s

6,948
Virtual Staff
Hired

Hire World-Class, High Performing, Vetted Appointment Setters.
Cut Labor Costs by 70%

We’ll Source, Hire and help Manage them for you so you don’t have to. Lifetime support, dedicated account manager by your side, every step of the way!


17 Years of
Virtual Staffing
Experience


Trusted by
3,368
SME’s


6,948
Virtual Staff
Hired

Top Talent. Lifetime Support Not Found Anywhere.

Hire Filipino Appointment Setters

Many business owners struggle to keep following up with leads and prospects to maintain a customer pipeline.

This is where appointment setters come in. They can engage and follow up with your prospects to keep them interested so you can focus on growing your business.

Scroll deeper to learn more about how appointment setters can do the same for you.

 

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Candidates:

46

Filter by Role:

*Booking interviews depend on candidates' availability and interest.

All-inclusive Rate: USD $6.98/hr

Sam

Candidate ID: 743352


ADVANCED

    Cold Calling, Executive Assistance, Appointment Setting, Google Drive...

INTERMEDIATE

    Canva...

Employment Preferences

Availability:
Full Time
Preferred Timezone:
Australian Eastern Standard Time New Zealand Daylight Time
Hourly & Monthly Rate:
(inclusive of service fee)

*Plus GST for Australian Businesses

Full Time: $USD 6.98 per hour or $USD 1210.66 per month

Remote Staff Recruiter Comments

Sam is a seasoned customer support professional with a strong foundation in technical support, customer service, and content moderation within the outsourcing and digital services industries. Across six years, she has demonstrated consistent performance in handling high-volume customer interactions, resolving technical concerns, and maintaining customer satisfaction. Her progression into a Subject Matter Expert role reflects both her technical competence and her ability to guide teams, making her a well-rounded candidate for client-facing and support-driven roles.

Work Experience / Educational Background
The candidate has 6 years of relevant experience in the business process outsourcing and customer service industry, supporting telecommunications, e-commerce, and digital platform clients.

Key areas of experience include:

  • Technical support for internet, phone, television, and home security services
  • Customer service handling billing, subscriptions, order management, and issue resolution
  • Content moderation aligned with community standards and compliance policies
  • Cold calling and lead generation for sales pipelines
  • Team support and knowledge sharing as a Subject Matter Expert

Industry exposure:

  • Telecommunications and cable services
  • E-commerce and subscription-based services
  • Online platforms and digital communities
  • Sales and lead generation services

Educational background includes undergraduate studies in Biology and English education, contributing to her communication and analytical skills.

Career Highlights / Relevant Projects

  • Managed 25+ customer issues daily in a technical support environment while maintaining strong customer satisfaction metrics
  • Earned early recognition and achievement badges as a new hire, indicating fast onboarding and adaptability
  • Progressed into an SME (Subject Matter Expert) role, providing guidance, maintaining KPI reports, and supporting team performance
  • Demonstrated cross-functional capability by transitioning between technical support, customer service, moderation, and sales roles
  • Consistently met KPIs such as response time, resolution efficiency, and customer satisfaction across multiple accounts

These accomplishments highlight her ability to deliver results in high-pressure, metrics-driven environments while supporting team success.

Skill Proficiency + Tech / Software Proficiency

  • Customer Support & Technical Troubleshooting (6 years): Extensive experience resolving service and device-related concerns via phone support
  • Communication & Problem Solving (6 years): Clear, customer-focused communication applied in resolving complex and sensitive concerns
  • Content Moderation & Policy Enforcement (2–3 years): Reviewing and enforcing compliance with platform guidelines

Additional Skills:

  • Cold calling and lead nurturing
  • Billing and subscription management
  • KPI tracking and reporting (as SME)
  • Time management and multitasking in high-volume environments

Tools & Systems:

  • CRM and ticketing systems (various platforms typical to BPO environments)
  • Telephony systems for inbound/outbound support
  • Documentation and reporting tools for KPI tracking

Her top strengths technical support, communication, and adaptability are directly aligned with client-facing support roles and fast-paced service environments.

Work Availability / Schedule Specifics
The candidate is available to start immediately.


Employment History

SME (Subject Matter Expert)

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

April 2024 to April 2026 (23 Months)

Duties and Responsibilities:

Served as SME, guiding policy application, handling complex cases, and ensuring consistent moderation decisions. • Conducted quality reviews and liaised with leadership to improve accuracy, escalate issues, and support process improvements.

Cold Caller/Appointment Setter

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

January 2024 to February 2026 (24 Months)

Duties and Responsibilities:

Conducted high-volume outbound calls to UK clients, including business owners, sole traders, and limited companies, presenting business loan, funding, and tax refund opportunities while effectively qualifying leads. • Managed appointment setting, handled objections, and maintained consistent follow-ups using GoHighLevel (GHL), ensuring accurate lead tracking and consistently meeting performance targets.

Content Moderator

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

July 2021 to April 2024 (32 Months)

Duties and Responsibilities:

Reviewed user-generated content for guideline violations and enforced community standards consistently. • Applied updated policies to real-time content moderation with accuracy and sound judgment.

Technical Support Representative

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

August 2020 to May 2021 (8 Months)

Duties and Responsibilities:

Handled customer inquiries via phone, assisting with setup, installation, and configuration of internet, phone, and TV services. • Diagnosed and resolved technical issues efficiently while consistently meeting KPIs.

Customer Service Representative

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

September 2019 to February 2020 (5 Months)

Duties and Responsibilities:

• Assist customers with inquiries about online orders, including order status, product details, and shipping updates. • Resolve issues such as delayed deliveries, incorrect items, or payment concerns in a timely and professional manner.

Technical Support Representative

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

May 2019 to August 2019 (3 Months)

Duties and Responsibilities:

Provide technical support to customers with TV, internet, and telephone services, including troubleshooting connectivity and device issues. • Assist customers in setting up, configuring, and maintaining their services to ensure optimal performance. • Handle service-related inquiries, escalate complex technical problems when needed, and ensure timely resolution with clear communication.

Education History

Field of Study:

Education/Teaching/Training

Major:

English

Graduation Date:

October 30, 2018

Located In:

Philippines

License and Certification: :

N/A

Field of Study:

Education/Teaching/Training

Major:

Biology

Graduation Date:

January 1, 2017

Located In:

Philippines

License and Certification: :

N/A


Skills

ADVANCED ★★★

    Cold Calling, Executive Assistance, Appointment Setting, Google Drive, Slack,

INTERMEDIATE ★★

    Canva

Work at Home Capabilities:

  • Internet Bandwidth: Between 5mbps to 100mbps
  • Working Environment: Private Room
  • Speed Test Result: https://www.speedtest.net/result/18619943809
  • Internet Type: Fiber
  • Hardware Type: Laptop
  • Brand Name: DELL
  • Processor: i5
  • Operating System: Windows 11

All-inclusive Rate: USD $9.64/hr

Cashmer

Candidate ID: 683435


ADVANCED

    Corporate Sales, B2B Marketing, B2C Marketing, Inbound Sales...

INTERMEDIATE

    Sales Management...

Employment Preferences

Availability:
Part Time Full Time
Preferred Timezone:
Australian Eastern Standard Time Australian Western Standard Time Australian Central Standard Time New Zealand Daylight Time US Pacific Standard Time
Hourly & Monthly Rate:
(inclusive of service fee)

*Plus GST for Australian Businesses

Part Time: $USD 11.60 per hour or $USD 1005.19 per month

Full Time: $USD 9.64 per hour or $USD 1670.08 per month

Remote Staff Recruiter Comments

Cashmer brings with him over a decade of progressive leadership experience spanning Business Development, Sales, and General Management across the UAE and the Philippines. Throughout his career, he has developed strong expertise in lead generation, cold calling, client networking, and pipeline management. His day-to-day responsibilities often began with reviewing sales pipelines, following up with existing customers, and monitoring ongoing projects to ensure smooth progress toward closure. Beyond frontline sales activities, he has also taken a strategic role in leading cross-functional teams composed of engineers and IT professionals, ensuring that client requirements were fully met through technical solutions such as BOQs and system adjustments.

He has extensive hands-on experience in closing high-value sales and managing transactions across B2B, B2C, and B2E markets, while also cultivating long-term relationships with key vendors and clients. Over the years, he has held senior leadership positions that highlight his career growth, including serving as General Manager at Alpha CB International from 2019 to 2022, Senior Business Development Executive at Thakral IT Services from 2017 to 2019, and Senior Sales Executive at Dynamic World Computers from 2014 to 2017. These roles allowed him to demonstrate both operational oversight and strategic business development capabilities, including revenue growth, client retention, and market expansion.

Cashmer’s strong educational foundation includes a degree in Computer Systems Design and Programming from AMA-CLC (2001–2003), further supported by his secondary education at St. Scholastica’s Academy. To complement his professional experience, he has earned certifications in Google Digital Marketing and HP Networking, both of which have enhanced his ability to merge technical knowledge with modern business development and digital sales practices. This blend of technical expertise, leadership experience, and formal training underscores his readiness to contribute to growth-oriented business development roles.

 

1. Career Highlights / Relevant Projects

  • Successfully managed enterprise clients (10+ accounts), eventually delegating small accounts to a sales team he supervised.
  • Consistently drove new business development, market expansion, and customer engagement strategies while maintaining existing accounts.
  • Directed full company operations (sales, finance, strategic growth) as General Manager, overseeing long-term partnerships and revenue generation.
  • Dealt with international clients, including Canadian and Australian accounts, and collaborated with distributors and vendors to deliver complete IT solutions.
  • Actively engaged in sales forecasting, quota management, and project oversight, ensuring timely delivery and client satisfaction.

 

2. Skill Proficiency + Tech / Software Proficiency

  • Strong sales and communication skills with expertise in B2B, B2C, and B2E sales management.
  • Proficient in Salesforce CRM for lead and account management, Tally for accounting-related tasks, and Excel for reporting and sales tracking (daily pipeline updates, forecasts).
  • Familiar with Monday.com project management platform and other digital productivity tools (calendar management, online collaboration).
  • Demonstrates adaptability across analog and digital sales approaches, balancing traditional networking with modern digital lead generation.
  • Recognized for creative design and digital marketing skills, with experience in content creation and collaborations with international brands

 

She can start immediately.

Predictive Index Behavioral Profile: Specialist

 

Strongest behavior:

  • Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new people.
  • Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
  • Operationally, as opposed to socially, focused. Thinks, in specific terms, about what needs to be done and how to do it accurately and flawlessly; follows, in a literal way, that execution plan.

 

Behavioral Summary:

  • Cashmer is a very conscientious person, particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within own area of expertise.
  • Reserved, serious, and always concerned with the exact correctness of the work. Self-discipline, sense of duty, and respect for authority and tradition are strong qualities in Cashmer, who takes responsibilities very seriously.
  • With experience and/or training, Cashmer will develop a high level of specialized expertise and efficiency. Disciplined and dedicated to the job and the company. Work pace is somewhat faster-than-average, and Cashmer is motivated by a real concern for getting work done on time and correctly. Discipline and circumspect thinking will lend caution to decision-making; plans ahead, double checks, and follows up carefully on decisions and actions.
  • Cashmer is a highly experienced outbound sales professional with over a decade of hands-on B2B and B2C selling experience across the tech, digital marketing, and IT service sectors—making her a strong fit for full-cycle sales responsibilities.
  • She has a proven track record managing cold outreach campaigns using LinkedIn, email marketing tools, SMS, and phone calls.
  • Cashmer has worked in quota-driven environments and is confident prospecting and converting leads into long-term customers.
  • She has a consultative approach to selling—prioritizing the customer's needs and providing value first over aggressive tactics, which aligns perfectly with mission-driven marketing/sales.
  • In her prior roles as General Manager and Senior Business Development Executive, she was responsible not just for sales but for creating and refining sales systems, collaborating with leadership, and contributing strategically to business growth.
  • She’s also familiar with pipeline ownership using CRMs like Salesforce and Tally, managing lead urgency, follow-up schedules, and performance metrics.
  • Cashmer expressed strong interest in working with a purpose-driven company.
  • She is confident, technically capable, and proactive—ready to start immediately, open to the AU shift, and amenable to part-time with the possibility of transitioning to full-time.
Predictive Index Behavioral Profile – Specialist

Strongest Behaviors:

  • Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new relationships.
  • Detail-oriented and precise; follow-through is deep and literal to ensure tasks are completed to standard.
  • Cautious and by-the-book; follows established plans to avoid errors and bases decisions on researched evidence.
  • Focused on operational excellence and efficiency; motivated by delivering accurate, timely work.

Behavioral Summary:

Cashmer is a highly conscientious and disciplined individual who approaches her work with thoroughness, care, and precision. She is exacting in her execution and relies on established systems, structured workflows, and clear expectations to perform at her best. Her reserved but sincere communication style makes her reliable and trustworthy in delivering high-quality, consistent output. She thrives in environments where accuracy, planning, and integrity are paramount—and her mindset is well suited to a structured, fast-paced remote sales operation.


Employment History

General Manager

Industry:

Computer / Information Technology (Software)

Employment Period:

June 2019 to May 2022 (35 Months)

Duties and Responsibilities:

  • This role overlooks the entire operations of the company.

Senior Business Development Executive

Industry:

Computer / Information Technology (Hardware)

Employment Period:

October 2017 to June 2019 (20 Months)

Duties and Responsibilities:

  • This role involves new business development, client retention, business development, planning and research, project and account management working with a team of technicians and engineers and back office support, vendors/brands and distributors.
  • Defines long-term organizational strategic goals, builds key customer relationships and identifies business opportunities, closes business deals and maintains extensive knowledge of current market conditions.

Senior Sales Executive

Industry:

Computer / Information Technology (Hardware)

Employment Period:

August 2014 to September 2017 (37 Months)

Duties and Responsibilities:

  • This role involves new business development, client retention, business development, planning and research, project and account management working with a team of technicians and engineers and back office support, vendors/brands and distributors.
  • Defines long-term organizational strategic goals, builds key customer relationships and identifies business opportunities, closes business deals and maintains extensive knowledge of current market conditions.

Corporate Account Manager

Industry:

Computer / Information Technology (Hardware)

Employment Period:

May 2012 to May 2014 (24 Months)

Duties and Responsibilities:

  • This role involves managing a portfolio of accounts, delivering presentations of cost effective printing solutions by the use of remanufactured toners to clientele.
  • Reselling of Hardware and IT

Inside Sales Executive

Industry:

Consulting (IT / Science / Engineering & Technical)

Employment Period:

May 2011 to April 2012 (10 Months)

Duties and Responsibilities:

  • This role involves maintenance of key metrics level to meet minimum activity requirements (call volume) on a consistent basis from the in house customer relationship management database.
  • Maintain sales database including setting tasks for follow-up.
  • Consistently increase revenue using various tools and methods.
  • Including cold-calling, prospecting and other sales resource to schedule appointments.

Inside Sales Executive

Industry:

Consulting (IT / Science / Engineering & Technical)

Employment Period:

June 2011 to May 2012 (11 Months)

Duties and Responsibilities:

  • Executed outbound sales strategies, cold calling, and lead generation.
  • Maintained CRM systems and set up sales follow-up tasks.

Inside Sales Executive

Industry:

Employment Period:

June 2011 to May 2012 (11 Months)

Duties and Responsibilities:

UAE Executed outbound sales strategies, cold calling, and lead generation. Maintained CRM systems and set up sales follow-up tasks.

Technical Support

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

October 2022 to April 2023 (6 Months)

Duties and Responsibilities:

  • Assisted customers with troubleshooting internet, TV, phone, and home security services.
  • Resolved connectivity issues, guided modem/router setups, and handled service outages.
  • Delivered high-quality support while ensuring customer satisfaction and adherence to performance metrics.

Technical Support

Industry:

Employment Period:

October 2022 to April 2023 (6 Months)

Duties and Responsibilities:

Philippines Assisted customers with troubleshooting internet, TV, phone, and home security services. Resolved connectivity issues, guided modem/router setups, and handled service outages. Delivered high-quality support while ensuring customer satisfaction and adherence to performance metrics.

Technical Support

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

June 2024 to December 2024 (6 Months)

Duties and Responsibilities:

  • Provided front-line support for Metro PCS customers, troubleshooting mobile device, network, and account-related issues.
  • Assisted with device configuration, service activation, and billing inquiries while delivering excellent customer service in a fast-paced environment.

Technical Support

Industry:

Employment Period:

June 2024 to December 2024 (6 Months)

Duties and Responsibilities:

Philippines Provided front-line support for MetroPCS customers, troubleshooting mobile device, network, and account-related issues. Assisted with device configuration, service activation, and billing inquiries while delivering excellent customer service in a fast-paced environment.

NOC Support

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

November 2024 to August 2025 (9 Months)

Duties and Responsibilities:

  • Monitored and maintained VoIP infrastructure, resolving call quality, latency, and connectivity issues.
  • Performed real-time troubleshooting, escalated critical incidents, and ensured 24/7 uptime.
  • Utilized SIP, RTP, and network tools to analyze and optimize service performance.

Education History

Field of Study:

Computer Science/Information Technology

Major:

Computer Systems Design and Programming

Graduation Date:

February 28, 2003

Located In:

Philippines

License and Certification: :

Best in Thesis Award

Field of Study:

Computer Science/Information Technology

Major:

Computer Systems Design

Graduation Date:

January 1, 2003

Located In:

Philippines

License and Certification: :

N/A


Skills

ADVANCED ★★★

    Corporate Sales, B2B Marketing, B2C Marketing, Inbound Sales, Outbound Sales, Sales, Sales Management, Sales operations, Email Marketing, Marketing, Canva,

INTERMEDIATE ★★

    Sales Management

Work at Home Capabilities:

  • Internet Bandwidth: Between 5mbps to 100mbps
  • Working Environment: Private Room
  • Speed Test Result: https://www.speedtest.net/result/17944080986
  • Internet Type: Fiber
  • Hardware Type: Laptop
  • Brand Name: HP
  • Processor: Intel(R) Core(TM) i7-8565U CPU @ 1.80GHz 1.99 GHz
  • Operating System: Windows 11

All-inclusive Rate: USD $8.16/hr

Jeniffer

Candidate ID: 662092


ADVANCED

    Communication Skills, Contact Verification...

INTERMEDIATE

    Administrative Skills, Administrative Support, Google Drive, Google Calendar...

Employment Preferences

Availability:
Full Time
Preferred Timezone:
Australian Western Standard Time Australian Central Standard Time Australian Eastern Standard Time New Zealand Daylight Time
Hourly & Monthly Rate:
(inclusive of service fee)

*Plus GST for Australian Businesses

Full Time: $USD 8.16 per hour or $USD 1414.85 per month

Remote Staff Recruiter Comments

  • Jeniffer is a seasoned professional with a solid background in both the BPO industry and ESL education. She brings over a decade of combined experience in customer service, lead generation, appointment setting, and virtual assistance.
  • Most recently, she has been working in a lead generation role for a U.S.-based digital agency where she handles high-volume of outbound calls (200–300 per day), conducts qualification interviews and transfers leads to partners across industries such as insurance, education, and finance.
  • Jeniffer is proficient in using Genesis and CRMs.
  • She is available immediately for a full-time work and has expressed preference in a day shift role.
  • Predictive Index Behavioral Profile - Adapter
  • Strongest Behaviors
    • Task-focused; often notices and is driven to fix technical problems, cutting through any personal/emotional issues. In areas of interest, has aptitude to spot trends in data or figure out how complex systems work.
    • Relatively independent in thinking and action; often comfortable taking action without input from others. An analytical and private person.
    • Attention to detail; follows through on tasks to ensure completion in general accordance with quality standards.
  • Behavior Summary
    • In most circumstances, Jeniffer is accustomed to thinking before speaking and will generally relay information in a factual and direct manner to peers and superiors. From time to time, her behavior may come across as challenging the status quo, and at times, she is comfortable following the rules. Upon completing a task, she will exhibit a higher degree of sociability, yet when facing an impending challenge, she is more likely to exhibit a reserved and serious persona. Working under pressure is usually not a problem, yet she generally prefers a degree of predictability.

Employment History

Marketing and Admin Staff

Industry:

Manufacturing / Production

Employment Period:

December 2002 to July 2004 (19 Months)

Duties and Responsibilities:

  • Keep records of data from the Retail and Sales department
  • Review the accuracy of all supporting documents before they are forwarded to the concerned team
  • Monitor and archive documents related to invoices

Admin Assistant

Industry:

Accounting / Audit / Tax

Employment Period:

December 2001 to December 2002 (12 Months)

Duties and Responsibilities:

  • Maintain records of taxes, permits, and other important documents for clients
  • Organize and manage the manager's schedule, including appointments, meetings, and deadlines
  • Track and monitor receipts as well as check payments for accurate financial record-keeping
  • Assist the manager during meetings by preparing agenda, taking minutes, and ensuring follow-up on action items

Production Assistant

Industry:

Entertainment / Media

Employment Period:

January 2001 to December 2002 (23 Months)

Duties and Responsibilities:

  • Print and distribute daily paperwork (e.g. scripts, call sheets)
  • Act as a runner distributing messages or items within film crew and cast
  • Perform administrative work (answering phones, paperwork etc.)
  • Note taker of field reporters' news bits.

Lead Generation Verifier/Transfer

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

February 2025 to April 2025 (1 Months)

Duties and Responsibilities:

  • Handling and verifying 200 to 300 volume calls to transfer to our clients’ advisories and specialists
  • Handling multiple accounts not limited to education programs, insurance, loans, and legal services.

Lead Generation/Appointment Setter

Industry:

Consulting (Business & Management)

Employment Period:

June 2019 to November 2019 (5 Months)

Duties and Responsibilities:

  • Setting appointments with salon and spa owners to advertise their social media pages on Facebook
  • Posting advertisements on social media

Technical Support

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

June 2015 to November 2015 (5 Months)

Duties and Responsibilities:

  • Identifies, investigates, and resolves users' problems with their NBN connection
  • Consults users to determine steps and procedures taken to identify and resolve the problem

Customer Service/Sales Specialist

Industry:

Telecommunication

Employment Period:

December 2012 to October 2013 (10 Months)

Duties and Responsibilities:

  • Conducted proactive consultative needs analysis for new and existing customers, developing product solutions that met the needs of each customer.
  • Achieved sales standards set for the department by effectively communicating marketing campaigns and promotions to customers.

Connect Sales Specialist

Industry:

Oil / Gas / Petroleum

Employment Period:

January 2005 to July 2005 (6 Months)

Duties and Responsibilities:

  • Conduct outbound calls to prospective clients of natural gas
  • Set appointments or close deals with clients
  • Identify customer needs and communicating the client’s value proposition
  • Utilize CRM and data entry systems.

Sales Specialist

Industry:

Consulting (Business & Management)

Employment Period:

August 2004 to January 2005 (5 Months)

Duties and Responsibilities:

  • Contact prospective customers of credit cards and initiating outbound phone calls.
  • Understanding and promoting the company’s products and services
  • Working with the company’s software to log customer interactions and maintain customer records.

Tutor

Industry:

Education

Employment Period:

January 2015 to Present

Duties and Responsibilities:

  • Handle lessons to adult learners of English in Korea and Japan using Zoom and Skype platforms.
  • Proofreading the AI test program for learners

Tutor

Industry:

Education

Employment Period:

December 2013 to June 2015 (18 Months)

Duties and Responsibilities:

  • Handle English lessons to young Chinese students using the AC platform.

Tutor

Industry:

Education

Employment Period:

February 2005 to February 2007 (24 Months)

Duties and Responsibilities:

  • Conduct English lessons for young Korean learners and providing monthly feedback on their performance.

Education History

Field of Study:

Advertising/Media

Major:

Mass Communications

Graduation Date:

December 31, 2000

Located In:

Philippines

License and Certification: :

N/A


Skills

ADVANCED ★★★

    Communication SkillsContact Verification

INTERMEDIATE ★★

    Administrative SkillsAdministrative SupportGoogle DriveGoogle CalendarGoogle Docs

Work at Home Capabilities:

  • Internet Bandwidth: Greater than 100mbps
  • Working Environment: Private Room
  • Speed Test Result: https://www.speedtest.net/result/17645666059
  • Internet Type: Fiber
  • Hardware Type: Desktop
  • Brand Name: Acer DESKTOP-VH4VQTL
  • Processor: AMD Ryzen 3 PRO 4350G with Radeon Graphics 3.80 GHz
  • Operating System: Windows 10

All-inclusive Rate: USD $8.65/hr

Manuel

Candidate ID: 659561


ADVANCED

    Sales Management, Customer Retention, Billing, B2B Lead Generation...

INTERMEDIATE

    Customer Support...

Employment Preferences

Availability:
Full Time Part Time
Preferred Timezone:
Australian Eastern Standard Time New Zealand Daylight Time UK London US Eastern Standard Time
Hourly & Monthly Rate:
(inclusive of service fee)

*Plus GST for Australian Businesses

Part Time: $USD 8.65 per hour or $USD 749.96 per month

Full Time: $USD 8.65 per hour or $USD 1499.92 per month

Remote Staff Recruiter Comments

Manuel is a motivated, versatile professional with a well-rounded background in BPO customer service and freelancing, focused on outbound sales and lead generation. With nearly a decade of experience, he has transitioned smoothly between structured corporate environments and fast-paced freelance engagements.

Manuel brings 7+ years of relevant work experience in customer service, outbound sales, and lead generation across both BPO and e-commerce industries.

  • Worked in Philippine-based BPO firms from 2016 to 2022, handling both inbound and outbound calls for telco and utility clients, including debt collection and billing concerns for a U.S.-based cable and internet provider.
  • Handled global customer base (U.S., Canada, UK, Australia, New Zealand) as a CSR and sales support for an online store selling therapeutic electronic devices.
  • Engaged in lead qualification and outreach for a US-based business acquisition team, researching small businesses and verifying ownership information via cold calls and follow-up emails.
  • Outbound Sales Experience: As a remote CSR for an e-commerce business, Manny routinely upsold complementary health devices by proactively calling existing customers and gauging satisfaction.
  • Lead Generation: Most recently worked as an outreach specialist for a business-buying group.
  • He conducted cold outreach to business owners and gatekeepers, verifying data and coordinating lead handoffs for proposal meetings.
Tools and Software Proficiency:
  • Monday.com, Zoom, and Surfshark VPN
  • Familiar with domain management via GoDaddy

PI Behavioral Profile: Venturer

Strongest Behaviors:

  • Independent, analytical thinker who prefers to act based on their own decisions with minimal need for validation.
  • Assertive and goal-oriented; cuts through obstacles quickly to reach outcomes.
  • Direct communicator with high urgency, often pushing self and others to deliver rapid results.

Behavioral Summary:
Manuel is a self-starting, ambitious professional who thrives on challenge and responsibility. He is energized by new ventures, open to taking risks, and motivated by goal achievement. His preference for autonomy and fast-paced decision-making makes him ideal for entrepreneurial environments or early-stage business teams. His candid and authoritative communication style, paired with his adaptive mindset, supports effectiveness in roles where proactivity and execution are key.


Employment History

Right hand founding Director

Industry:

Advertising / Marketing / Promotion / PR

Employment Period:

September 2024 to September 2025 (12 Months)

Duties and Responsibilities:

  • onduct research to verify company websites and ensure they are active.
  • Check for updated records of businesses, including ownership and operational status.
  • Called third parties to confirm owner information.
  • Sent emails to business owners to seek insights and invite them on board.
  • Assisted in acquiring businesses that owners can no longer manage.
  • Lead Tracking: Record and update lead conversations in Excel.
  • Reporting: Send updates and summaries via Outlook.

Inbound Sales Representative

Industry:

Retail / Merchandise

Employment Period:

July 2023 to July 2024 (12 Months)

Duties and Responsibilities:

  • Welcome potential customers warmly, whether in person, over the phone, or through digital channels.
  • Analyze the information provided by customers to identify suitable products and services that can address their health conditions.
  • Explain the benefits and features of various health products and services in detail.
  • Recommend specific products or items tailored to the customer's individual health conditions.
  • Actively sell health products and services to meet sales targets.
  • Ensure customers have a positive experience by being attentive and responsive to their needs.
  • Maintain records of sales activities, customer interactions, and transactions.

Debt Collector

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

May 2022 to March 2023 (10 Months)

Duties and Responsibilities:

  • Met demands of busy collections group by performing high volume of daily calls.
  • Interviewed customers to determine reasons for delinquency, source of income and next pay date to build solutions for financial issues.
  • Processed payments over phone and set up recurring drafts.
  • Reviewed accounts to determine payment plan compliance.
  • Confirmed payment arrangements and finalized customer payment dates and contact information.
  • Collaborated with other agents and collections staff to address team goals.
  • Helped new and existing customers with wide range of debt collection and payment queries.
  • Contacted customers and discussed unresolved issues and past-due payments to update customer accounts.

Customer Service Representative

Industry:

Transportation / Logistics

Employment Period:

June 2021 to November 2021 (5 Months)

Duties and Responsibilities:

  • Investigated and planned appropriate routes for shipments according to a variety of details including nature of goods, cost, transit time and security measures.
  • Negotiated contracts, transportation and handling costs of goods, swiftly arranging payment of freight with clients.
  • Booked and documented inbound and outbound deliveries, maintaining accurate, detailed service records.
  • Built positive relationships with haulers and suppliers to enhance smooth-running business logistics.
  • Communicated with transportation companies to assess and resolve possible delivery restrictions.

Inbound Call Center Agent

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

September 2016 to June 2021 (57 Months)

Duties and Responsibilities:

  • Handled and quickly resolved customer issues regarding product sales and customer service problems.
  • Dealt with complex customer complaints professionally and politely, resolving issues with favorable solutions.
  • Increased customer satisfaction by offering friendly, helpful and informative customer service.
  • Made high volume of sales calls per day exceeding company outbound call targets.
  • Reviewed customer accounts and updated information about billing, shipping and warranties.

Education History

Field of Study:

Hospitality/Tourism/Hotel Management

Major:

Hotel and Restaurant Management

Graduation Date:

January 1, 2015

Located In:

Philippines

License and Certification: :

N/A


Skills

ADVANCED ★★★

    Sales Management, Customer Retention, Billing, B2B Lead Generation, Sales Management, Customer Experience, Customer Retention, Billing, B2B Lead Generation,

INTERMEDIATE ★★

    Customer Support

Work at Home Capabilities:

  • Internet Bandwidth: Between 5mbps to 100mbps
  • Working Environment: Private Room
  • Speed Test Result: https://www.speedtest.net/result/17632731812
  • Internet Type: Fiber
  • Hardware Type: Laptop
  • Brand Name: HP
  • Processor: Intel(R) Core(TM) i5-6200U CPU @ 2.30GHz 2.40 GHz
  • Operating System: Windows 10

All-inclusive Rate: USD $9.14/hr

Djoanna

Candidate ID: 655522


ADVANCED

    B2B Marketing, Data Management, Data Collection, Data Encoding...

INTERMEDIATE

    Marketing automation...

Employment Preferences

Availability:
Part Time
Preferred Timezone:
Australian Eastern Standard Time Australian Western Standard Time Australian Central Standard Time
Hourly & Monthly Rate:
(inclusive of service fee)

*Plus GST for Australian Businesses

Part Time: $USD 9.64 per hour or $USD 835.04 per month

Remote Staff Recruiter Comments

Djoanna is an experienced professional in the lead generation and data operations industry, currently working as a Data Manager for a UK-based company. She has shown a strong foundation in data sourcing, quality assurance, and team supervision. Her professional background includes leadership in managing a team of six Filipino data researchers and overseeing the end-to-end data lifecycle from prospecting to CRM integration.

Technical and Work Experience 
  • She is proficient in LinkedIn Sales Navigator, Apollo, ZoomInfo, Crunchbase, Cognism, and enrichment tools such as Kaspr and Lusha. She currently works with Adenzo CRM and is open to learning new platforms like HubSpot.
  • Prospect lead generation using platforms such as LinkedIn Sales Navigator, ZoomInfo, Crunchbase, Cognism, and Apollo.
  • Data cleaning, deduplication, and enrichment with tools like Kaspr and Lusha.
  • Her past experience also includes email technical support for a short period within the educational technology space, indicating her adaptability to varied industries.
  • Quality assurance and final validation of datasets before uploading to the CRM (Adenzo).
  • Oversight of outreach datasets for email and phone campaigns.
  • She is available to start immediately. 

Predictive Index Behavioral Profile - Specialist

Strongest Behaviors

  • Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new people.
  • Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
  • Operationally, as opposed to socially, focused. Thinks, in specific terms, about what needs to be done and how to do it accurately and flawlessly; follows, in a literal way, that execution plan.
  • Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.” Cautious; follows a well-established and proven plan to avoid making mistakes.
  • Does the background research necessary to have proof to support decisions before action is taken.
  • Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.
Behavioral Summary

Djoanna is a very conscientious person, particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within own area of expertise.

Reserved, serious, and always concerned with the exact correctness of the work. Self-discipline, sense of duty, and respect for authority and tradition are strong qualities in Djoanna, who takes responsibilities very seriously.

 


Employment History

Data Operations Manager

Industry:

Consulting (IT / Science / Engineering & Technical)

Employment Period:

March 2025 to Present

Duties and Responsibilities:

  • Research and maintain lead generation database.
  • Conduct target company and prospect research.
  • Extracting data from various Tools & Platforms
  • Manages Email & Linkedin Marketing automation.
  • Updating the Leads sheet and ensuring the information is correct and up to date.
  • Report making and administrative Ad-Hoc tasks.

Data Researcher

Industry:

Advertising / Marketing / Promotion / PR

Employment Period:

August 2020 to February 2023 (29 Months)

Duties and Responsibilities:

  • Analyze client data to determine the most relevant industries, companies, and key decision-makers to target.
  • Conduct comprehensive market and company research to support strategic outreach initiatives.
  • Accurately input and maintain high-quality data within the CRM system, ensuring completeness, consistency, and reliability.
  • Regularly audit CRM entries to identify and correct discrepancies or outdated information.
  • Collaborate with sales and marketing teams to enhance lead generation strategies based on data insights.

Email Tech Support

Industry:

Education

Employment Period:

May 2020 to August 2020 (3 Months)

Duties and Responsibilities:

  • Provide prompt, accurate, and courteous responses to customer inquiries through various communication channels, ensuring a positive customer experience.
  • Identify and assess customers’ needs to achieve satisfaction and resolve issues efficiently.
  • Escalate complex or unresolved issues to the appropriate departments or teams, ensuring timely follow-up and resolution.
  • Collaborate with cross-functional teams to address customer concerns and improve service processes.
  • Maintain detailed and accurate records of customer interactions using internal systems or CRM platforms.
  • Monitor and follow up on open cases to ensure timely resolution and customer satisfaction.
  • Continuously develop product knowledge to provide accurate information and troubleshoot effectively.

Education History

Field of Study:

Hospitality/Tourism/Hotel Management

Major:

Tourism Management

Graduation Date:

March 20, 2013

Located In:

Philippines

License and Certification: :

Civil Service Professional Level Passer


Skills

ADVANCED ★★★

    B2B Marketing, Data Management, Data Collection, Data Encoding, Lead Generation, Lead management, Apollo, LinkedIn Lead Generation,

INTERMEDIATE ★★

    Marketing automation

Work at Home Capabilities:

  • Internet Bandwidth: Greater than 100mbps
  • Working Environment: Private Room
  • Speed Test Result: https://www.speedtest.net/result/17602306474
  • Internet Type: Fiber
  • Hardware Type: Laptop
  • Brand Name: Lenovo X1 Carbon
  • Processor: Intel Core i7
  • Operating System: Windows 11

All-inclusive Rate: USD $8.06/hr

Yolanda

Candidate ID: 651765


ADVANCED

    Administrative Support, Email Marketing, B2B Calling, B2C Telemarketing...

INTERMEDIATE

    Hubspot CRM, Email Support, Google Docs, Lead Generation...

Employment Preferences

Availability:
Part Time Full Time
Preferred Timezone:
Australian Western Standard Time Australian Central Standard Time Australian Eastern Standard Time New Zealand Daylight Time
Hourly & Monthly Rate:
(inclusive of service fee)

*Plus GST for Australian Businesses

Part Time: $USD 8.06 per hour or $USD 698.92 per month

Full Time: $USD 8.06 per hour or $USD 1397.83 per month

Remote Staff Recruiter Comments

Yolanda is a proactive and people-focused Lead Generation and Strategic Outreach Assistant with relevant experience in client engagement, database management, and email/DM outreach. She has supported industries such as real estate and offshoring services, and is now excited to contribute to the wellness and personal development space. Her thoughtful approach to lead qualification and follow-ups, combined with her adaptability and strong communication style, make her a promising fit for outreach roles requiring both empathy and strategy.


1. Career Highlights / Relevant Projects
  • Conducted lead generation and strategic outreach for real estate investors, wholesale buyers, and offshoring clients—creating personalized emails and DMs to secure collaborations and virtual assistant partnerships.

  • Successfully managed lead lists using tagging and prioritization strategies, ensuring timely follow-ups and organized outreach pipelines.

  • Delivered customer-centric communication by adjusting message tone and structure based on the recipient’s needs and industry, using tools such as AI-assisted drafting to maintain professionalism and warmth.

  • Engaged with Australian and U.S.-based clients in previous roles, showcasing cultural familiarity and strong written and verbal communication.

  • Demonstrated interest in wellness and human-centric businesses, expressing both a personal and professional alignment with the client’s values and audience.


2. Skill Proficiency + Tech / Software Proficiency

Skill Proficiency: Lead research, outreach messaging, follow-up cadence, lead list management, client communication, meeting brief preparation, inbox coordination, and calendar scheduling.

Tech / Software Proficiency: Calendly (basic use), Gmail, Google Workspace, Facebook outreach, LinkedIn (basic familiarity, open to training), AI writing tools (e.g., ChatGPT), and basic CRM functions.

She is available to start immediately. 

Predictive Index Behavioral Profile: Guardian

Strongest Behaviors: 

  • Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
  • Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
  • Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.
Behavioral Summary: 

A very conscientious and disciplined person; particularly careful, thorough, and accurate in their work. This individual is exacting and strives to produce results that precisely meet the established goals. Works best where there are clear standards, expectations, reporting relationships and measurements for the work. Yolanda Grace will depend upon professional training, their own experience, or management leadership, to provide those standards and the structure needed for their work.


 


Employment History

Outbound Lead Qualifier

Industry:

Environment / Health / Safety

Employment Period:

June 2024 to June 2024 (0 Months)

Duties and Responsibilities:

  • Make outbound calls to inbound leads from web forms and text messages.
  • Qualify leads based on pest issues and service area criteria. • Handle objections and brush-offs professionally.
  • Build rapport through friendly conversation.
  • Transfer qualified/interested leads to the sales team via warm transfer.
  • Provide a great first impression of the company.

Appointment Setter

Industry:

Banking / Financial Services

Employment Period:

November 2022 to January 2023 (2 Months)

Duties and Responsibilities:

  • Prequalified leads for potential sales opportunities.
  • Navigated and connected with decision-makers in large companies.
  • Scheduled appointments for financial service presentations.
  • Utilized multiple communication channels such as calls, SMS, and emails.

Appointment Setter

Industry:

Others

Employment Period:

January 2021 to October 2022 (21 Months)

Duties and Responsibilities:

  • Handled an Australian outsourcing account.
  • Contacted small to medium businesses and upsold products/services.
  • Coordinated with business owners and provided detailed service offerings via email.

Acquisition Associate General Virtual Assistant

Industry:

Property / Real Estate

Employment Period:

November 2021 to January 2022 (2 Months)

Duties and Responsibilities:

  • Conducted cold calls using Mojo Dialer and Zillow CRM.
  • Evaluated and qualified motivated sellers for property sales.
  • Generated and gathered leads from various websites.
  • Entered and managed data in spreadsheets.
  • Compare property values based on location and market trends.
  • Managed social media marketing and connected with wholesalers and investors.

Telemarketer Appointment Setter

Industry:

Healthcare / Medical

Employment Period:

December 2018 to February 2019 (1 Months)

Duties and Responsibilities:

  • Handled campaigns for home, auto insurance, student loans, and farmers' insurance.
  • Conducted cold calling and appointment setting.

Customer Service Representative

Industry:

General & Wholesale Trading

Employment Period:

August 2016 to December 2016 (4 Months)

Duties and Responsibilities:

  • Assisted clients with order processing, delivery tracking, and product concerns.
  • Managed email and chat support help desk.
  • Provided high-quality customer service.
  • Restored land title documents to preserve and prevent deterioration

Education History

Field of Study:

Nursing

Major:

Nursing

Graduation Date:

January 1, 2022

Located In:

Philippines

License and Certification: :

N/A


Skills

ADVANCED ★★★

    Administrative Support, Email Marketing, B2B Calling, B2C Telemarketing, Email Sorting,

INTERMEDIATE ★★

    Hubspot CRMEmail SupportGoogle DocsLead Generation

Work at Home Capabilities:

  • Internet Bandwidth: Between 5mbps to 100mbps
  • Working Environment: Private Room
  • Speed Test Result: https://www.speedtest.net/result/17489509332
  • Internet Type: Fiber
  • Hardware Type: Laptop
  • Brand Name: N/A
  • Processor: N/A
  • Operating System: Windows 11

All-inclusive Rate: USD $9.64/hr

Johanna

Candidate ID: 645262


ADVANCED

    Escalations, De-escalations, Customer Relations, Customer Support...

INTERMEDIATE

    Outbound Appointment Setting, Outbound Calling, B2B Calling...

Employment Preferences

Availability:
Part Time
Preferred Timezone:
Australian Eastern Standard Time UK London
Hourly & Monthly Rate:
(inclusive of service fee)

*Plus GST for Australian Businesses

Part Time: $USD 9.64 per hour or $USD 835.04 per month

Remote Staff Recruiter Comments

Johanna is a results-driven professional with over 12 years of experience in client-facing and back-office roles within the financial services and SaaS industries. She brings with her an exceptional track record in fraud prevention, payment lifecycle management, and customer onboarding. 

  • Fraud Prevention & Risk Management
  • Client Onboarding & Support
  • Escalation & VIP Support
  • Customer Service
  • Successfully transitioned from voice-based support to fraud prevention, culminating in a senior payment lifecycle analyst role managing escalations from high-net-worth clients.
  • Oversaw multimillion-dollar transaction reviews with minimal error margins and high trust levels from internal stakeholders.
  • Spearheaded onboarding improvements at her current SaaS client, contributing to higher client retention and successful fraud screening measures.
  • Can start immediately

Tools & Software:

  • Zendesk (Email/Customer Support)
  • Slack (Internal Communications)
  • Stripe (Payments/Disputes)
  • Zoom (Virtual Meetings)
  • CRM App (proprietary, similar to QuickBooks)
PI Behavioral Profile: Captain

Strongest Behaviors:

  • Proactive, assertive, and driven to reach personal and team goals.
  • Independent, innovative thinker who thrives in dynamic, fast-paced environments.
  • Persuasive communicator who builds and leverages relationships effectively.

Behavioral Summary:

Johanna is a confident and self-starting professional who thrives under pressure and adapts well to changing conditions. She combines her assertiveness with a relationship-oriented approach, making her effective in both collaborative and independent settings. Known for her urgency and ability to influence outcomes, she excels in environments that allow autonomy, quick decision-making, and impactful client engagement. Her preference for action over routine aligns well with roles that require initiative and direct client interaction, making her a valuable addition to fast-moving teams.


Employment History

Payment Lifecycle Analyst - Commercial Banking

Industry:

Banking / Financial Services

Employment Period:

August 2023 to September 2024 (12 Months)

Duties and Responsibilities:

  •  As a Payment LIfecycle Analyst, I actively contact high-profile bank clients to determine if there is fraud in their day-to-day payments while building and nurturing relationships with them.
  • Aiming to provide customer satisfaction and success, I also actively work with the customers' private bankers to ensure we have good standing with them.

Fraud Specialist 3 - Electronic Money Movement

Industry:

Banking / Financial Services

Employment Period:

May 2016 to August 2023 (87 Months)

Duties and Responsibilities:

  •  As a Fraud Specialist 3, I provided real-time solutions and decisions based on possible fraud trends.
  • We ensure that fraud does not cross over to our clients' accounts.
  • We do this in as much detail as possible and in the shortest amount of time to maximize efficiency.
  • I was also involved in being a person of contact or resource for new hires for training and development.

Customer Service Specialist and Relief Communications Coach

Industry:

Banking / Financial Services

Employment Period:

October 2011 to April 2016 (54 Months)

Duties and Responsibilities:

  • Provides customer service for credit card clients in a CSAT-driven role.
  • Provides services for customer balance inquiries, statements, card replacements, interest charges, late fee explanations, payments, etc. I was also part of a special project in my department that aimed to improve our department's communication effectively when speaking with our valued clients/customers.

Customer Service/Inbound Sales Agent

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

January 2010 to September 2011 (19 Months)

Duties and Responsibilities:

  • Customer Service/Sales Agent for a global account that supports all English-speaking countries.
  • I supported a software company that is a household name.
  • I supported every single line of business of the company except technical concerns.
  • I supported private individuals, companies, and enterprises that patronize the company's products.
  • My day-to-day tasks include answering inbound customer service calls to answer customer queries and, at the same time, upselling the company's products and features in the hopes of customers purchasing upgrades and additional memberships.

Customer Service Representative

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

July 2009 to January 2010 (5 Months)

Duties and Responsibilities:

  • Provides customer service for a US satellite TV account. Aims to give 100% customer satisfaction to all clients.
  • Provided support for billing concerns, payments, technical support, etc.

Customer Service Representative Specialization

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

September 2007 to March 2008 (6 Months)

Duties and Responsibilities:

  • Provided customer service to customers who have queries or grievances with the product.
  • The client I supported was an online travel booking company offering deals and cost-efficient travel alternatives.
  • I was also focused on upselling add-ons for the customers to maximize profit.

Credit Analyst

Industry:

Banking / Financial Services

Employment Period:

October 2008 to March 2009 (5 Months)

Duties and Responsibilities:

  • Handled the credit investigation for car loan applicants.
  • Responsible for conducting background checks on prospective clients and verifies whether or not they are fit to have an auto loan with the bank.

Virtual Assistant Senior Payment Operations Analyst

Industry:

Banking / Financial Services

Employment Period:

September 2024 to April 2025 (7 Months)

Duties and Responsibilities:

Current Specialization: Fraud Prevention/Customer Success/Administrative Tasks/Outbound Escalation Calls/Outbound Onboarding Calls/B2B
  • As a Senior Payment Operations Analyst, my client is a start-up web application providing CRM services for small business owners.
  • I handle large payment reviews, refunds, dispute escalations, escalation calls, onboarding calls and other admin tasks that my client would ask me to do.
  • My day-to-day tasks include reviewing large payments and checking if they are good payments and not fraud.
  • I also call my client's potential customers for an onboarding call to check if they are a fit to be onboarded on the platform.
  • During the call, I would build rapport with the potential customer to make sure they have everything they need to grow their business on the app.
  • I would make sure they are familiar with the marketing tools the app offers for them to maximize income.
  • I also handle answering chats and emails regarding payment concerns from the customers.
  • Another important task I have with my role is escalation calls.
  • As a Senior analyst, I would initiate outbound calls to the customers to provide support and to make sure that they would keep their business on the app.

Education History

Field of Study:

Business Studies/Administration/Management

Major:

Legal Management

Graduation Date:

April 1, 2007

Located In:

Philippines

License and Certification: :

N/A


Skills

ADVANCED ★★★

    Escalations, De-escalations, Customer Relations, Customer Support, Customer Retention, Fraud Prevention, Fraud Detection,

INTERMEDIATE ★★

    Outbound Appointment SettingOutbound CallingB2B Calling

Work at Home Capabilities:

  • Internet Bandwidth: Greater than 100mbps
  • Working Environment: Private Room
  • Speed Test Result: https://www.speedtest.net/result/17650823319
  • Internet Type: Fiber
  • Hardware Type: Laptop
  • Brand Name: Acer
  • Processor: 11th Gen Intel(R) Core(TM) i5-1135G7 @ 2.40GHz 2.42 GHz
  • Operating System: Windows 11

All-inclusive Rate: USD $8.16/hr

Christylyn

Candidate ID: 624083


ADVANCED

    Appointment Setting, Outbound Appointment Setting, Inbound Calls, Inbound Lead Generation...

INTERMEDIATE

    Call Center Operations, Call Center Management, B2B Calling, Call Handling...

Employment Preferences

Availability:
Full Time
Preferred Timezone:
Australian Western Standard Time Australian Central Standard Time Australian Eastern Standard Time
Hourly & Monthly Rate:
(inclusive of service fee)

*Plus GST for Australian Businesses

Full Time: $USD 8.16 per hour or $USD 1414.85 per month

Remote Staff Recruiter Comments

Christylyn is an experienced virtual assistant with a strong background in customer service, sales, and administrative tasks. Her experience spans various industries, including e-commerce (Shopify), medical billing, healthcare services, and insurance sales. She has demonstrated adaptability in handling different roles, particularly in outbound sales and customer interactions.

Work Experience & Skills:

Customer Service & Sales:

  • Four years of experience in outbound sales, particularly in the insurance sector, handling high call volumes (500–700 dials/day) and appointment setting.
  • Experience handling difficult customers, overcoming objections, and utilizing rebuttals effectively to close sales.
  • Proficient in converting inquiries into bookings through relationship-building and trust-based sales techniques.

Administrative & Virtual Assistance:

  • Managed Shopify stores, including product photo editing, video content creation, and customer engagement via comments.
  • Experienced in medical billing, processing patient claims, and coordinating with healthcare providers.
  • Familiar with CRM tools, tracker sheets, and calendar management for tracking customer interactions and follow-ups.

Technical Proficiency:

  • Knowledge of Shopify for e-commerce management.
  • Experience using call-tracking systems and CRM tools for lead generation and customer follow-ups.
  • Comfortable working with monitoring tools for time tracking, such as Time Doctor.
Predictive Index Behavioral Profile - Specialist

Strongest Behaviors
  • Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new people.
  • Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
  • Operationally, as opposed to socially, focused. Thinks, in specific terms, about what needs to be done and how to do it accurately and flawlessly; follows, in a literal way, that execution plan.
  • Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
  • Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
  • Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.
Behavioral Summary

Christylyn is a very conscientious person, particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within own area of expertise.

Reserved, serious, and always concerned with the exact correctness of the work. Self-discipline, sense of duty, and respect for authority and tradition are strong qualities in Christylyn, who takes responsibilities very seriously.


Employment History

ESL Teacher

Industry:

Education

Employment Period:

August 2014 to December 2018 (52 Months)

Duties and Responsibilities:

  • Develop and deliver engaging, student-centered ESL lessons that align with curriculum standards.
  • Adapt teaching methods to accommodate diverse learning styles and proficiency levels.
  • Utilize various instructional strategies, including interactive activities, multimedia, and real-life applications, to enhance language acquisition.
  • Teach English grammar, vocabulary, pronunciation, reading, writing, listening, and speaking skills.
  • Assess students’ language proficiency through tests, assignments, and class participation.
  • Provide constructive feedback to support students’ language development.

Medical Biller

Industry:

Healthcare / Medical

Employment Period:

October 2018 to December 2019 (14 Months)

Duties and Responsibilities:

  • Conduct outbound calls to patients, healthcare providers, and insurance companies to gather and verify information.
  • Accurately input, update, and maintain medical records in compliance with healthcare regulations and data privacy standards.
  • Review, process, and verify insurance claims and authorizations to ensure accuracy and compliance with company policies.
  • Assist in resolving claim discrepancies by coordinating with insurance providers and healthcare professionals.
  • Ensure timely follow-ups on pending authorizations and claim approvals.
  • Maintain detailed documentation of all communications and transactions related to claims and medical records.
  • Collaborate with internal teams to improve claims processing efficiency and patient record management.
  • Adhere to industry regulations and company guidelines to maintain compliance and data security.

Product Lister and Virtual Assistant

Industry:

General & Wholesale Trading

Employment Period:

May 2018 to August 2019 (15 Months)

Duties and Responsibilities:

  • Conduct in-depth product research to identify high-potential, winning products.
  • Create and manage compelling product listings with optimized content.
  • Handle order fulfillment efficiently, ensuring timely processing and delivery.
  • Develop and maintain e-commerce websites, ensuring seamless user experience.
  • Utilize Photoshop to design high-quality graphics for product pages and marketing materials.
  • Edit and produce engaging video content for Facebook Ads and other social media platforms.
  • Upload products to online stores, enhancing descriptions, images, and overall presentation.

Virtual Assistant

Industry:

Property / Real Estate

Employment Period:

August 2019 to November 2021 (26 Months)

Duties and Responsibilities:

  • Handle inbound calls with professionalism and efficiency, assisting clients with inquiries related to mortgage services, insurance policies, Final Expense (FEX) programs, and veteran-specific financial assistance.
  • Provide expert guidance on mortgage options, eligibility criteria, and loan processes to help clients make informed decisions.
  • Educate customers on various insurance products, including life, health, and final expense insurance, ensuring they understand coverage options and benefits.
  • Assist veterans in navigating specialized programs, offering tailored support to meet their unique financial and insurance needs.
  • Maintain accurate records of customer interactions, inquiries, and transactions in compliance with company policies and industry regulations.

Virtual Assistant

Industry:

Healthcare / Medical

Employment Period:

November 2021 to December 2023 (24 Months)

Duties and Responsibilities:

  • Provide support and assistance to members managing diabetes, including monitoring health metrics and offering guidance on lifestyle adjustments.
  • Assist members with high blood pressure by providing education on medication adherence, dietary recommendations, and wellness strategies.
  • Conduct outbound calls to engage with members, provide follow-ups, and address inquiries related to their health conditions.
  • Monitor and respond to emails and voicemails promptly, ensuring timely communication and resolution of member concerns.
  • Maintain accurate records of member interactions, documenting key details in the system for continuity of care.
  • Collaborate with healthcare professionals and team members to enhance the quality of support provided to members.

Appointment Setter

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

November 2023 to December 2024 (12 Months)

Duties and Responsibilities:

  • Handling inbound calls to assist clients with inquiries and provide exceptional customer service.
  • Educating clients on mortgage options, insurance policies, Final Expense (FEX) plans, and specialized programs for veterans.
  • Assessing client needs to recommend suitable financial and insurance solutions.
  • Processing applications and ensuring all documentation meets compliance and regulatory standards.
  • Providing ongoing support to clients by addressing concerns and guiding them through the application and approval process.

Education History

Field of Study:

Engineering (Computer/Telecommunication)

Major:

Computer Engineering

Graduation Date:

March 26, 2016

Located In:

Philippines

License and Certification: :

  • Microsoft Certified Professional
  • Microsoft Specialist: Windows 7, Configuring
  • Certified Cabling Test Technician (CCTT) Associate


Skills

ADVANCED ★★★

    Appointment Setting, Outbound Appointment Setting, Inbound Calls, Inbound Lead Generation, Lead Generation, Customer Service, Customer Relations, Customer Support, Customer Handling,

INTERMEDIATE ★★

    Call Center OperationsCall Center ManagementB2B CallingCall HandlingCold Calling

Work at Home Capabilities:

  • Internet Bandwidth: Between 5mbps to 100mbps
  • Working Environment: Private Room
  • Speed Test Result: https://www.speedtest.net/result/17141662404.png
  • Internet Type: DSL
  • Hardware Type: Desktop
  • Brand Name: N/A
  • Processor: AMD Ryzen 5 3400G with Radeon Vega Graphics 3.70 GHz
  • Operating System: Windows 11

All-inclusive Rate: USD $9.14/hr

Froilan

Candidate ID: 621892


ADVANCED

    Email Marketing, Marketing automation, Appointment Setting, Sales...

INTERMEDIATE

    Copywriting, Digital Marketing, Zoho CRM, Shopify...

Employment Preferences

Availability:
Part Time
Preferred Timezone:
Australian Western Standard Time Australian Central Standard Time Australian Eastern Standard Time New Zealand Daylight Time US Pacific Standard Time US Mountain Standard Time US Central Standard Time US Eastern Standard Time UK London
Hourly & Monthly Rate:
(inclusive of service fee)

*Plus GST for Australian Businesses

Part Time: $USD 10.62 per hour or $USD 920.12 per month

Remote Staff Recruiter Comments

Froilan is an accomplished Sales and Business Development Specialist with over 4 years of experience in client acquisition, cold calling, and revenue growth strategies. He has excelled in logistics and SaaS industries, demonstrating proficiency in driving qualified leads, fostering client relationships, and utilizing CRM tools to optimize sales processes. His expertise in outbound prospecting, coupled with his ability to implement targeted outreach strategies, has consistently resulted in measurable success in increasing client engagement and retention.

  • He successfully generated a 30% increase in qualified leads through cold calling, email campaigns, and social selling techniques.
  • He collaborated with internal sales teams to achieve a 25% increase in client retention and engagement.
  • He proficiently utilized CRM tools to analyze customer interactions, identifying insights to drive revenue growth.
  • He prospected B2B leads to introduce a capacity procurement platform.
  • He achieved measurable results through cold outreach and appointment setting.
  • He displayed analytical skills in utilizing CRM software for performance tracking and optimizing processes.
  • He is able to start immediately.

Skills and Tools Proficiency:

  • Sales and Communication Skills: Cold calling, email campaigns, and social selling techniques.
  • CRM Expertise: Hands-on experience with tools for tracking customer interactions, optimizing pipelines, and analyzing sales trends.
  • B2B Prospecting: Successfully executed SaaS outreach and appointment-setting initiatives.
Predictive Index Behavioral Profile - Individualist

Strongest Behaviors
  • Persistence; consistent pursuit of goals in calm, methodical manner even when setbacks occur. Opinionated; slow to change.
  • Casual with rules. Focused on the goal, not how to get there; willing to bend the rules. Delegates implementation details.
  • Unworried and unhurried; takes each day as it comes with little planning for what might happen, particularly given the predictable routines that have been established.
  • Private, serious, introspective, and reserved. Takes time to connect to and trust new people.
  • Focused; can concentrate on the task at hand for long periods. Quickly notices and understands technical matters more than social ones. Consistent and patiently thoughtful.
Behavioral Summary

Froilan is independent and individualistic in thinking and behavior. Has strong ideas and opinions and expresses them with confidence and certainty.

Having a willingness to take risk, this individual is likely to develop and act on ideas that are distinctly new or unconventional. This is a creative and nonconformist personality.

In expressing and acting on their ideas, this individual is determined and persistent and has the kind of confidence and nerve involved in initiating innovation or change. Very determined and persistent, once a goal is set they’ll generally push hard to reach it, regardless of the goal’s popularity with others. Undaunted by criticisms or failures.


Employment History

Sales Development Representative

Industry:

Consulting (Business & Management)

Employment Period:

June 2024 to December 2024 (6 Months)

Duties and Responsibilities:

  • Managing email campaigns with Email marketing software, supporting client outreach and engagement, ensuring clients are notified of booked meetings, and crafting effective email content for prospecting.
  • This combination of campaign management, call outreach and client support is crucial in driving successful outreach efforts and maintaining clear communication with prospects.

Sales Development Representative

Industry:

Transportation / Logistics

Employment Period:

July 2023 to June 2024 (11 Months)

Duties and Responsibilities:

  • Helped businesses get reliable and cost-effective transportation and warehousing needs. 
  • Did prospecting, lead generation and contacting of potential customers of various logistics services to arrange a meeting and introduce the company and its services.
  • Prospected and identified new business opportunities through cold calling, email campaigns, and social selling techniques, resulting in a 30% increase in qualified leads.
  • Collaborated with the sales team to develop targeted outreach strategies and follow-up plans, resulting in a 25% increase in client engagement and retention.
  • Utilized CRM software to track and analyze customer interactions, identifying key trends and insights to optimize the sales process and drive revenue growth.

Sales Development Representative

Industry:

Transportation / Logistics

Employment Period:

July 2022 to July 2023 (12 Months)

Duties and Responsibilities:

  • Worked as a Sales Development Representative doing B2B SaaS prospecting and appointment setting to introduce the company’s capacity procurement platform.
  • Prospected and identified new business opportunities through cold calling, email campaigns, and social selling techniques, resulting in a 30% increase in qualified leads.
  • Work as a Sales/Business Development Representative doing B2B SaaS prospecting and appointment setting to introduce the company’s capacity procurement platform.
  • Utilized CRM software to track and analyze customer interactions, identifying key trends and insights to optimize the sales process and drive revenue growth.

Sales Development Representative

Industry:

Advertising / Marketing / Promotion / PR

Employment Period:

July 2024 to October 2024 (3 Months)

Duties and Responsibilities:

  • Part time job conducting call outreach to engage with prospects directly, introduce them to Pop Locate’s services, and secure appointments for our account executives or managing partners.
  • This ensures our sales leaders can focus on high-value discussions and closing deals.

Head Teacher/Coordinator

Industry:

Education

Employment Period:

February 2016 to August 2022 (78 Months)

Duties and Responsibilities:

  • Develop, implement, and oversee the English curriculum to ensure effective learning outcomes.
  • Stay updated on best practices in online language education and incorporate innovative teaching methods.
  • Evaluate and improve course materials based on student feedback and learning results.
  • Monitor student progress and develop strategies to improve learning outcomes.
  • Address academic concerns and collaborate with teachers to create individualized learning plans.
  • Communicate regularly with students and parents to provide updates on learning progress.

Online Teacher/Trainer

Industry:

Education

Employment Period:

January 2013 to March 2016 (38 Months)

Duties and Responsibilities:

  • Deliver engaging and interactive online lessons using virtual platforms.
  • Develop and implement lesson plans that align with curriculum standards.
  • Use diverse instructional methods to cater to various learning styles.
  • Facilitate discussions, group activities, and projects.
  • Design and update course materials, including slides, videos, and assignments.
  • Develop assessments such as quizzes, tests, and projects to evaluate learning.
  • Create engaging multimedia content for better comprehension.

Global Sales Agent

Industry:

Computer / Information Technology (Software)

Employment Period:

May 2012 to January 2013 (8 Months)

Duties and Responsibilities:

  • Identify and pursue global sales opportunities to meet and exceed revenue targets.
  • Develop and maintain a strong sales pipeline through proactive prospecting, networking, and lead generation.
  • Build and expand client portfolios across multiple international regions.
  • Conduct market research to identify emerging markets and potential business opportunities.
  • Develop and execute strategic sales plans to penetrate new markets and drive business growth.
  • Monitor sales performance metrics and provide regular reports to senior management.
  • Stay updated on industry trends, competitors, and market conditions to adjust sales strategies accordingly.

Tutor/Supervisor

Industry:

Education

Employment Period:

September 2007 to May 2012 (56 Months)

Duties and Responsibilities:

  • Oversee and guide tutors to ensure high-quality teaching standards.
  • Conduct regular classroom observations and provide constructive feedback.
  • Evaluate students’ performance and provide recommendations for improvement.
  • Conduct online and in-person tutoring sessions when needed.
  • Mentor tutors on best practices, lesson planning, and student engagement strategies.
  • Monitor and maintain curriculum standards in line with company goals.
  • Ensure adherence to company policies and performance benchmarks.

Education History

Field of Study:

Business Studies/Administration/Management

Major:

Business Management

Graduation Date:

April 14, 2006

Located In:

Philippines

License and Certification: :

N/A


Skills

ADVANCED ★★★

    Email Marketing, Marketing automation, Appointment Setting, Sales, B2B Marketing, B2B Lead Generation, Outbound Sales, Google Apps, Slack, Microsoft Office, Hubspot CRM,

INTERMEDIATE ★★

    CopywritingDigital MarketingZoho CRMShopify

Work at Home Capabilities:

  • Internet Bandwidth: Greater than 100mbps
  • Working Environment: Private Room
  • Speed Test Result: https://www.speedtest.net/result/17125561632
  • Internet Type: Broadband
  • Hardware Type: Laptop
  • Brand Name: Acer
  • Processor: i5
  • Operating System: Windows 11

All-inclusive Rate: USD $7.67/hr

Minerva

Candidate ID: 586463


ADVANCED

    Salesforce CRM, CRM, Microsoft Office, Google Apps...

INTERMEDIATE

    Social Media Management...

Employment Preferences

Availability:
Part Time Full Time
Preferred Timezone:
Australian Western Standard Time Australian Central Standard Time Australian Eastern Standard Time
Hourly & Monthly Rate:
(inclusive of service fee)

*Plus GST for Australian Businesses

Part Time: $USD 7.67 per hour or $USD 664.88 per month

Full Time: $USD 7.67 per hour or $USD 1329.77 per month

Remote Staff Recruiter Comments

Mira has over 6 years of experience in administrative support, team leadership, and customer service. Her extensive experience in managing teams, developing training programs, and handling customer inquiries makes her a strong candidate for roles in administration and team management. 

Areas of Work:
  • Administrative Support
  • Team Leadership
  • Training and Development
  • Customer Service
  • Sales and Lead Generation
Industries:
  • Telecommunications
  • Insurance
  • Legal Services
Career Highlights / Relevant Projects:
  • Team Leader (Comcast)
    • Led, motivated, and coached a team of appointment setters for financial advisers.
    • Delegated tasks effectively, prioritized workload, and set clear performance expectations.
    • Monitored team performance, providing constructive feedback, coaching, and development opportunities.
    • Audited calls to ensure adherence to client standards and managed the hiring process, training, and onboarding of agents.
  • Supervisor (Comcast)
    • Led and coached a team of employees, fostering a positive and productive work environment.
    • Monitored team performance, provided feedback, and conducted performance reviews.
    • Addressed employee concerns, resolved conflicts, and ensured adherence to company policies and safety regulations.
    • Identified opportunities for process improvement and implemented changes to enhance efficiency and productivity.
  • Product Specific Trainer (Comcast)
    • Developed and maintained comprehensive training programs for technical account features and best practices.
    • Delivered impactful training sessions through various instructional methods.
    • Tailored training content to diverse learning styles and evaluated trainee comprehension through assessments.
    • Collaborated with subject matter experts to ensure training program effectiveness.
  • Insurance Quotation Specialist (Remote) (Home and Auto Insurance)
    • Conducted thorough needs assessments to recommend appropriate home and auto insurance policies.
    • Prepared accurate and competitive quotes and processed applications for new and existing policies.
    • Answered client questions regarding coverage, billing, and claims, providing ongoing customer service and support.
  • Technical Service Representative (Hybrid) (Comcast)
    • Diagnosed and resolved a wide range of technical issues through phone, chat, or email support.
    • Provided clear instructions to guide customers through troubleshooting steps and maintained strong customer relationships.
    • Documented interactions and tracked service resolutions to ensure optimal customer experience.
  • Lead Generation Specialist (Remote) (Schedule an appointment for attorneys)
    • Performed outbound calls on leads to check for a variety of cases and scheduled appointments for attorneys.
    • Ensured data in CRM systems were correct.
Skill Proficiency + Tech / Software Proficiency:

Skills:

  • Social Media Management (Intermediate)
  • Salesforce CRM (Advanced)
  • CRM (Advanced)
  • Microsoft Office (Advanced)
  • Google Apps (Advanced)

Mira is a highly skilled administrative professional with robust expertise in managing teams, developing training programs, and providing excellent customer service. Her strong skills in CRM management, team leadership, and process improvement make her a valuable asset for any organization. Minerva has a proven track record of enhancing team performance and ensuring high standards of service, demonstrating exceptional ability in various roles.

Predictive Index Profile Summary:

Profile: Scholar

Mira's Scholar profile indicates that she excels in analytical thinking and possesses a deep knowledge in her field. As a Scholar, she brings a methodical and detail-oriented approach to her work, ensuring thoroughness and precision. Her ability to analyze complex situations and develop effective solutions makes her a strong candidate for roles that require critical thinking and expertise. Minerva's Scholar profile complements her extensive experience, positioning her as a valuable asset in any organization.


Employment History

LEAD GENERATION SPECIALIST REMOTE

Industry:

Law / Legal

Employment Period:

July 2024 to Present

Duties and Responsibilities:

  • Performing outbound call on leads to avail of a client- attorney matching program to check for variety of cases.
  • Schedule an appointment for attorneys. Ensuring data in CRM are correct.
  • TOOLS USED CRM, Salesforce, Pipedrive, Call tools, Aloware, EzLynx, Grasshopper, Ring Central, RingDNA, Five9, VICIDial G-suites, Calendly, Microsoft suites

TEAM LEADER

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

February 2024 to July 2024 (5 Months)

Duties and Responsibilities:

  • Lead, motivate, and coach a team of appointment setters for financial advisers, fostering a positive and productive work environment.
  • Delegate tasks effectively, prioritizing workload and setting clear performance expectations.
  • Monitor team performance, providing constructive feedback, coaching, and development opportunities.
  • Auditing calls to see if it is following the call standard from the client.
  • Responsible for the hiring process, training and on boarding of each agents, equipping them before going live.

SUPERVISOR

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

April 2023 to January 2024 (9 Months)

Duties and Responsibilities:

  • Lead, motivate, and coach a team of employees, fostering a positive and productive work environment.
  • Delegate tasks effectively, prioritizing workload and setting clear performance expectations.
  • Monitor team performance, providing constructive feedback, coaching, and development opportunities.
  • Address employee concerns, resolve conflicts, and maintain a professional work environment.
  • Ensure adherence to company policies, procedures, and safety regulations.
  • Conduct performance reviews and recommend promotions or disciplinary actions as necessary.
  • Identify opportunities for process improvement and implement changes to enhance efficiency and productivity.
  • Communicate effectively with team members, senior management, and other departments.

PRODUCT SPECIFIC TRAINER

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

November 2019 to April 2023 (41 Months)

Duties and Responsibilities:

  • Develop and maintain comprehensive training programs for Technical account features, functionalities, and best practices.
  • Deliver impactful training sessions, utilizing a variety of instructional methods including presentations, workshops, demonstrations, and hands-on activities.
  • Tailor training content to diverse learning styles and experience levels.
  • Evaluate trainee comprehension through assessments and provide ongoing coaching and support.
  • Stay up-to-date on product updates and industry trends, continuously refining training content.
  • Collaborate with subject matter experts and internal stakeholders to ensure training program effectiveness.

TECHNICAL SERVICE FRESPRESENTATIVE (HYBRID)

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

October 2018 to November 2019 (13 Months)

Duties and Responsibilities:

  • Diagnose and resolve a wide range of technical issues through phone, chat, or email support.
  • Provide clear and concise instructions to guide customers through troubleshooting steps.
  • Utilize internal resources and knowledge base to identify solutions and escalate complex issues when necessary.
  • Maintain a positive and professional demeanor while fostering strong customer relationships.
  • Document interactions and track service resolutions to ensure optimal customer experience.
  • Stay up-to-date on the latest Xfinity products, features, and troubleshooting techniques.

INSURANCE QOUTATION SPECIALIST REMOTE

Industry:

Banking / Financial Services

Employment Period:

December 2023 to January 2023 (11 Months)

Duties and Responsibilities:

  • Conduct thorough needs assessments to understand client risks and recommend appropriate home and auto insurance policies.
  • Prepare accurate and competitive quotes tailored to individual client needs.
  • Process applications for new and existing policies, ensuring accuracy and adherence to company guidelines.
  • Answer client questions regarding coverage, billing, and claims.
  • Provide ongoing customer service and support, fostering positive relationships and ensuring client satisfaction. 

Education History

Field of Study:

Computer Science/Information Technology

Major:

INFORMATION AND TECHNOLOGY

Graduation Date:

March 26, 2009

Located In:

Philippines

License and Certification: :

N/A


Skills

ADVANCED ★★★

    Salesforce CRM, CRM, Microsoft Office, Google Apps,

INTERMEDIATE ★★

    Social Media Management

Work at Home Capabilities:

  • Internet Bandwidth: Between 5mbps to 100mbps
  • Working Environment: Private Room
  • Speed Test Result: N/A
  • Internet Type: Fiber
  • Hardware Type: Laptop
  • Brand Name: Dell
  • Processor: Core i5
  • Operating System: Windows 10

All-inclusive Rate: USD $7.18/hr

Precious

Candidate ID: 584888


ADVANCED

    Inbound Calls, Outbound Calling, Customer Service, Chat Support...

INTERMEDIATE

    English Language...

Employment Preferences

Availability:
Part Time Full Time
Preferred Timezone:
Australian Western Standard Time Australian Central Standard Time Australian Eastern Standard Time
Hourly & Monthly Rate:
(inclusive of service fee)

*Plus GST for Australian Businesses

Part Time: $USD 8.16 per hour or $USD 707.42 per month

Full Time: $USD 7.18 per hour or $USD 1244.69 per month

Remote Staff Recruiter Comments

  • Precious Pearl brings over a decade of diverse experience spanning industries such as customer support, financial services, legal advocacy, fitness, and telecommunication.
  • Her breadth of expertise includes appointment setting, billing, legal documentation, and technical support. 
  • 10+ years of professional experience in dynamic customer-focused roles.
  • Skilled in managing complex client engagements, from disability advocacy to financial services, emphasizing compliance and accuracy.
  • Provided end-to-end case management in legal advocacy, handling SSA communications, and ensuring claimants' informed status.
  • Delivered seamless customer experiences in vehicle logistics, fitness tech support, and financial service inquiries.
  • Known for consistently meeting deadlines and maintaining quality in high-volume environments across various sectors.
  • Exceptional customer support and communication skills, demonstrated in handling chat, email, and phone queries effectively.
  • Proficient in using CRM and various digital communication tools, enhancing operational efficiency.
  • Strong organizational skills and time management, enabling the successful execution of multiple simultaneous tasks.
  • Expertise in technical troubleshooting, particularly in fitness software/hardware solutions.
  • Can start immediately.
Predictive Index Behavioral Profile - Guardian 

Strongest Behaviors
  • Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
  • Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
  • Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.
Behavioral Summary

A very conscientious and disciplined person; particularly careful, thorough, and accurate in their work. This individual is exacting and strives to produce results that precisely meet the established goals. Works best where there are clear standards, expectations, reporting relationships and measurements for the work. Precious Pearl will depend upon professional training, their own experience, or management leadership, to provide those standards and the structure needed for their work.
 

Employment History

Customer Service Representative

Industry:

Others

Employment Period:

July 2014 to July 2019 (60 Months)

Duties and Responsibilities:

International Publishing Account (Appointment Setter)
  • Conduct outbound calls to promote and sell book bundles.
  • Present promotional offers to drive sales.
  • Collect and maintain accurate contact information for future campaigns.
  • Assess customer preferences and recommend appropriate book bundles. Schedule appointments or facilitate customer connections with sales representatives.
Money Transfer Account (Certified Money Transfer Expert):
  • Assist customers with sending and receiving money transfers.
  • Confirm transaction statuses and ensure funds are available for pick-up or delivery.
Rebate Processing Account (Customer Service Representative)
  • Verify rebate eligibility by reviewing customer documents.
  • Process and submit rebate applications accurately.
  • Track rebate statuses and address customer inquiries.
Telecommunication Account (Billing and Technical Specialist)
  • Provide detailed explanations of billing statements over the phone.
  • Resolve account issues efficiently for redirected subscribers.

Customer Service Representative

Industry:

Others

Employment Period:

July 2021 to April 2024 (33 Months)

Duties and Responsibilities:

Social Security Disability Advocacy Account:
  • Assess client eligibility for disability claims and gather necessary documentation. Schedule and follow up on appointments, keeping clients informed about claim status.
  • Coordinate with the SSA Office and medical providers for updates and information.
Car Auction Account:
  • Collect and confirm vehicle pickup details from customers.
  • Schedule and coordinate vehicle pickups, ensuring proper documentation.
Fitness Account
  • Handle membership and order inquiries via email and live chat.
  • Manage membership tasks (reactivation, cancellations, payments, updates).
  • Resolve member dissatisfaction and escalate issues when needed.
  • Address hardware/software issues with fitness devices.
Finance Services Account:
  • Respond to email and text inquiries from members promptly.
  • Process refunds, lift account suspensions, and notify members about overdraft limits.
  • Assess eligibility for overdraft privileges.

Education History

Field of Study:

Education/Teaching/Training

Major:

Elementary

Graduation Date:

May 14, 2011

Located In:

Philippines

License and Certification: :

License Teacher


Skills

ADVANCED ★★★

    Inbound Calls, Outbound Calling, Customer Service, Chat Support, Email Support,

INTERMEDIATE ★★

    English Language

Work at Home Capabilities:

  • Internet Bandwidth: Between 5mbps to 100mbps
  • Working Environment: Private Room
  • Speed Test Result: https://www.speedtest.net/result/17028994021
  • Internet Type: Fiber
  • Hardware Type: Laptop
  • Brand Name: Acer
  • Processor: 11th Gen Intel(R) Core(TM) i5-1155G7 @ 2.50GHz 2.50 GHz
  • Operating System: Windows 11

All-inclusive Rate: USD $9.64/hr

Jose

Candidate ID: 573215


ADVANCED

    B2B Calling, Outbound Appointment Setting, Outbound Sales, Inbound Calls...

INTERMEDIATE

    Salesforce CRM, Technical Support, Smartphone Technical Support, Tele Sales...

Employment Preferences

Availability:
Full Time
Preferred Timezone:
Hourly & Monthly Rate:
(inclusive of service fee)

*Plus GST for Australian Businesses

Full Time: $USD 9.64 per hour or $USD 1670.08 per month

Remote Staff Recruiter Comments

Jari brings over a decade of well-rounded experience in customer-facing roles within the business process outsourcing (BPO), telecommunications, and tech support industries. His most recent experience includes a freelance SDR role in the consulting industry, where he handled lead generation, prospecting, and appointment setting. Prior to that, he held a long-term position as a Sales Account Executive in the telecommunications sector, where he was responsible for end-to-end sales cycle management, client consultation, and strategic sales execution. Notably, he led a high-impact project focused on accelerating sales conversions through a one-call close approach.

He has the ability to handle different communication channels to ensure generating quality leads and prospects and he's skilled in Sales and Support to achieve the best interest of Company and Client.

He was a B2B Sales Account Executive in RingCentral for 5 years where he's responsible for:

  • selling and managing a complete range of RingCentral products and services

  • implementing of sales strategy though comprehensive understanding of the sales process and development of consultative selling skills

  • lead identification, qualification and sales pipeline management

  • management of sales life cycle from lead generation to close

Predictive Index Behavioral Profile - Individualist

Strongest Behaviors: 

  • Risk-taking, daring, and focus on future goals; this individual is more concerned with where they’re going than either how they’ll get there, or where they’ve been. Adaptable, operates flexibly.

  • Task-focused; quickly notices and pushes to fix technical problems, assertively cutting through any personal/emotional issues. Has aptitude to spot trends in data or figure out how complex systems work.

Behavioral Summary:

Jari is independent and individualistic in thinking and behavior. Has strong ideas and opinions and expresses them with confidence and certainty.

Having a willingness to take risk, this individual is likely to develop and act on ideas that are distinctly new or unconventional. This is a creative and nonconformist personality.

In expressing and acting on their ideas, this individual is determined and persistent and has the kind of confidence and nerve involved in initiating innovation or change. Very determined and persistent, once a goal is set they’ll generally push hard to reach it, regardless of the goal’s popularity with others. Undaunted by criticisms or failures.

 

  • He has thirteen years of progressive experience in Sales, B2B Account Management, and Customer Support.
  • He has the ability to handle different communication channels to ensure generating quality leads and prospects and he's skilled in Sales and Support to achieve the best interest of Company and Client.
  • He was a Sales Account Executive in RingCentral for 5 years where he's responsible for:
    • selling and managing a complete range of RingCentral products and services
    • implementing of sales strategy though comprehensive understanding of the sales process and development of consultative selling skills
    • lead identification, qualification and sales pipeline management
    • management of sales life cycle from lead generation to close

Employment History

Appointment Setter/Sales

Industry:

Consulting (IT / Science / Engineering & Technical)

Employment Period:

October 2011 to May 2012 (6 Months)

Duties and Responsibilities:

  • Utilized CRM software to track customer interactions, ensuring consistent follow-up and issue resolution.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services

Customer Service Representative

Industry:

Banking / Financial Services

Employment Period:

May 2012 to May 2013 (12 Months)

Duties and Responsibilities:

  • Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
  • Investigated and resolved accounting, service, and delivery concerns.

Technical Support Advisor

Industry:

Consulting (IT / Science / Engineering & Technical)

Employment Period:

May 2017 to November 2017 (6 Months)

Duties and Responsibilities:

  • Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
  • Investigated and resolved issues with Apple devices, service, and troubleshooting concerns

Sales Account Executive

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

November 2018 to June 2024 (66 Months)

Duties and Responsibilities:

  • Responsible for selling and managing a complete range of RingCentral products and services.
  • Implementation of sales strategy through a comprehensive understanding of the sales process and developing consultative selling skills.
  • Lead identification, qualification, and sales pipeline management.
  • Manage sales life cycle from lead generation to close.
  • Contribute to the highest levels of prospect and customer service satisfaction.
  • Spearheaded the successful project: Digital Sales Accelerator, focusing on one-call close deals.
  • Worked on providing implementation and maintenance support
  • Worked with sales teams to help package, price, and optimize large transactions

Freelancer

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

January 2024 to February 2025 (13 Months)

Duties and Responsibilities:

  • Worked as SDR for Opex Advisors (cold calling, appointment setter)
  • Lead identification and qualification.
  • Prospecting, nurturing leads, and appointment setting.

Education History

Field of Study:

Computer Science/Information Technology

Major:

Computer Engineering and Technology

Graduation Date:

January 1, 2011

Located In:

Philippines

License and Certification: :

N/A


Skills

ADVANCED ★★★

    B2B Calling, Outbound Appointment Setting, Outbound Sales, Inbound Calls, Inbound Sales,

INTERMEDIATE ★★

    Salesforce CRMTechnical SupportSmartphone Technical SupportTele SalesLead Generation

Work at Home Capabilities:

  • Internet Bandwidth: Greater than 100mbps
  • Working Environment: Private Room
  • Speed Test Result: N/A
  • Internet Type: Fiber
  • Hardware Type: Laptop
  • Brand Name: Acer
  • Processor: i5
  • Operating System: Windows 11

*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.

**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.

Ready to Recruit and Retain your
Ideal Remote Workforce?

Ready to Recruit and Retain your Ideal Remote Workforce?

What is an Appointment Setter?

Contacting Leads

Appointment setters initiate contact with potential clients through various channels like phone calls, emails, or social media to introduce the company’s services or products.

Engaging Leads in Conversation

They engage leads in meaningful conversations to assess their interest and needs, providing detailed information about the company’s offerings and how these can address such.

Organizing Meetings

They schedule meetings between the potential clients and the sales team at the most convenient time for everyone involved.

Ready to Recruit and Retain your
Ideal Remote Workforce?

Ready to Recruit and Retain your Ideal Remote Workforce?

Benefits of Professional Appointment Setting

Integrating professional appointment setting services into a business’s strategy can yield significant benefits for overall productivity and lead management efficiency.

Improved Lead Generation

Professional appointment setters can optimize the process for finding and nurturing potential clients:

Targeted Outreach

These professionals use techniques to identify and engage leads that match the client’s target demographic for higher quality prospects.

Persistent Follow-ups

They systematically follow up on initial contacts, which is vital for keeping a business at the forefront of potential clients’ minds.

Lead Nurturing

Through regular and strategic communication, appointment setters help maintain the interest of potential clients all the way to eventually closing the deal.

The systematic approach of professional appointment setters can lead to higher chances of converting your leads into valuable clients.

Enhanced Productivity

Adding qualified and experienced appointment setters to your team can lead to a more efficient use of time and resources:

Efficient Scheduling

They manage and optimize calendars so you can schedule appointments without conflicts.

Time Management

By outsourcing B2B appointment setting, your team can redirect their focus towards more strategic activities that directly contribute to business growth.

Streamlined Processes

Appointment setters help streamline sales processes by keeping prospects regularly engaged.

This strategic delegation of tasks keeps every aspect of business operations functioning smoothly, which enhances productivity.

Cost-Effectiveness

Adopting appointment setting services can also be a cost-effective strategy for many businesses:

Reduction in Overhead Costs

Virtual appointment setters eliminate the need for additional office space and the associated utility costs, as they work remotely.

Pay-for-Performance

Many cold calling services offer compensation models that are tied to performance metrics, potentially lowering the cost compared to in-house staff A.

Resource Allocation

The money saved by outsourcing B2C appointment setting can be redirected towards other areas of the business that would benefit from a more substantial investment.

By reducing your overhead and aligning costs more closely with actual results, businesses can save money, improving their return on investment.

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The Appointment Setting Process

Initial Contact
The first touchpoint in the appointment setting process involves reaching out to potential leads:

 Channel Use

Appointment setters employ various communication channels, including phone calls, emails, and social media to initiate contact and widen customer outreach.

 Professional Introductions

They use well-written scripts to highlight your product or service’s unique benefits to spark interest.

 Engagement Techniques

Keeping leads interested is vital at this stage to pave the way for further discussions. Here are some techniques appointment setters might use to maintain engagement:

Tailoring the conversation to address the lead’s specific needs or interests, based on the preliminary research or information provided during the call.

Carefully tuning in to the lead’s responses helps you identify key pain points and opportunities to add value.

Asking questions that encourage detailed responses to gain more insight into the lead’s requirements.

This involves being specific about how the service or product can solve a problem or improve the lead’s circumstances.

Ending the call with a clear next step, whether it’s to answer further questions or to proceed with the purchase.

Qualification
The qualification step is about identifying the most promising prospects:

 Needs Assessment

Appointment setters determine the lead’s most pressing needs and concerns and whether your company can address this – and how.

 Context-Building

They gather essential information about the lead’s buying power and their role in the decision-making process if they represent a company.

 Prioritization

Leads are scored and prioritized based on their potential to convert, thus focusing efforts on the most promising contacts.

Scheduling
Arranging the actual meetings involves detailed coordination:

 Appointment Confirmation

Once a lead is qualified, the appointment setter schedules the meeting, integrating it into both the lead’s and sales team’s calendars.

 Follow-Up Systems

They send out reminders to both parties to minimize no-shows and prepare attendees for the meeting.

 Efficiency Optimization

It schedules all meetings efficiently for a more streamlined sales process.

 Post-Meeting Engagement

Appointment setters follow up with leads to assess their interest levels and clarify any remaining questions.

 Feedback Integration

They collect and analyze feedback from both the lead and the sales team to refine future outbound appointment setting strategies.

 Lead Nurturing

They do continuous nurturing for undecided leads to keep your business at the forefront of their minds when they are ready to make a decision or to purchase.

By understanding and implementing each of these steps correctly, businesses can greatly enhance their lead generation and conversion processes.

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Ready to Recruit and Retain your Ideal Remote Workforce?

Why Choose Remote Staff for Appointment Setting?

Choosing Remote Staff for your appointment setting needs brings several key advantages that can significantly enhance the efficiency and cost-effectiveness of your sales process.

Maintaining a Successful Relationship with Your Front-End Developer

Once you’ve hired the right front-end developer, it’s important to maintain a successful working relationship with them. Here are some tips:

Moreover, establish clear communication channels and schedule regular meetings or check-ins to keep everyone on the same page.

Constant updates also provide opportunities for your front-end developer to share their insights, ideas, and recommendations.

 Reduced Overhead

Eliminate the need for additional office space and related expenses as appointment setters work remotely.

 Lower Labor Costs

Access to top Filipino remote talent at a competitive price.

 Affordable Recruitment Fees

No hidden fees typically associated with acquiring in-house staff.

If we expand, we will with Remote staff because we can’t keep people at Tennessee who we pay $25 per hour-long enough in the job. But we can with people we hire via Remote Staff at half the price who stay with our company over the long term. Remote Staff takes care of everything, all I do is pay the bill and train the people. So for me, it’s been a great experience, I have two people and they’ve never left. They work really hard, if I had any issue, I just call you guys I get an immediate response. I also like the fact that you’re honest. You only charge me for proven hours work and credit me back any hours not worked. What else could I ask for?

 Diverse Expertise

Tap into a wide array of skills from Filipino professionals who have proven and tested strategies for your appointment setting needs.

 Multilingual Capabilities

Employ Filipino appointment setters who are fluent in the English language, which is ideal for businesses looking to expand internationally.

 Highly Specialized Staff

Access to Filipino professionals who are well-trained and experienced in niche areas like appointment setting.

Jason, the founder of a marketing company, has this to say about Remote Staff’s hiring process:

We had staffing issues before we found Remote staff, I need my staff from the Philippines to understand important detailed instructions and to speak in perfect English and you know, I was so impressed. Remote Staff gave me vetted candidates to interview, in terms of thinking about what type of behavioral qualities and technical or whatever I need for the role was interesting, I’ve never done that, before. This recruitment agency has a unique hiring approach by utilizing behavioral and cognitive assessments to hire my staff.

 24/7 Availability

Because appointment setters can operate across different time zones, your business can effectively run 24/7 and service more customers than competitors that can’t.

 Adaptability to Business Needs

Scale the workforce up or down based on seasonal demands or project-specific requirements without the constraints and commitment that come with hiring locals.

 Customizable Shifts

Arrange your remote staff’s work schedules so they align perfectly with your business needs for maximum productivity.

With the amazing team that RemoteStaff has recruited for us and their ongoing support in facilitating communication, we’ve been able to transform our business over the last few years. They’ve truly provided us with new opportunities for capacity and that’s what’s really exciting.

 Focus on Core Activities

Free up your internal team to focus more on activities that directly drive business growth rather than routine tasks that someone else can do better.

  Streamlined Processes

With professional appointment setters, you can make it easier for your sales personnel to close deals and maintain a smoother flow of prospects through the sales pipeline.

 Enhanced Lead Management

Skilled setters can better qualify leads, so your sales team expends time and effort only with the most promising prospects.

Remote Staff is not just a mere outsourcing company—they take remote working seriously as much as we do. They also have a diversity of roles. I have been attended to my needs accordingly. Their staffing solutions have helped our company improve production. I am happy with the service.

Ready to Recruit and Retain your
Ideal Remote Workforce?

Ready to Recruit and Retain your Ideal Remote Workforce?

FAQs

What industries benefit most from appointment setter services?

How do appointment setters improve sales performance?

What should I look for in an appointment setter service provider?

Maximize Your Business’ Potential with Appointment Setting Services

Professional appointment setters are indispensable for businesses looking to enhance their operational efficiency, boost lead generation, and improve overall productivity.

By integrating skilled appointment setters into your business strategy, your sales team can focus on engaging with well-qualified prospects, driving growth, and achieving long-term success.

Maximize Your Business’ Potential with Appointment Setting Services

Professional appointment setters are indispensable for businesses looking to enhance their operational efficiency, boost lead generation, and improve overall productivity.

By integrating skilled appointment setters into your business strategy, your sales team can focus on engaging with well-qualified prospects, driving growth, and achieving long-term success.

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