Keeping track of meetings and qualifying appointments can be daunting. This is even more challenging if you’re juggling multiple tasks as your business grows.
Hence, many entrepreneurs delegate non-core functions like appointment setting to experienced and skilled professionals. They schedule meetings and set up calendars, allowing you to focus on other important matters.
In this article, we will provide a detailed guide on what an appointment setter is, how they can make your life just a little bit easier, and how they can potentially increase your bottom line.
Appointment Setter Job Description: What is an Appointment Setter?
An appointment setter is typically a professional who remotely handles appointments on behalf of a company or individual. Appointment setter responsibilities include:
-
Reaching out to potential clients through phone calls and emails;
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Arranging appointments with existing customers;
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Coordinating appointments to match everyone’s availability; and
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Sharing the meeting’s purpose in advance.
The most experienced appointment setters typically have good communicable skills, persuasive demeanors, and strong organisational abilities. As such, they can enhance your company’s customer service and maximise sales impact further.
Key Skills for Appointment Setters: What Does An Appointment Setter Do?
A good appointment setter takes over the grunt work of managing a busy schedule and making sure their clients don’t miss any important commitments. To make this happen, they rely on certain skills like:
Communication Skills
Appointment setters secure meetings by directly communicating with potential clients.
They need to be articulate and persuasive, requiring both a deep understanding of the product and active listening skills to convince a prospect about why the company’s product or service is the solution to their problem/s.
Moreover, an effective appointment setter knows how to tailor messages depending on the audience.
For example, when reaching out to a high-level executive, they’re likely to be more formal while cutting to the chase when highlighting strategic benefits. In contrast, they might deploy a more casual and conversational approach when dealing with potential customers.
Organisational Skills
Appointment setters oversee a detailed calendar of appointments to schedule meetings efficiently and to prevent conflicts.
Good organisational skills help them stay on top of everything so their clients don’t miss important appointments.
Additionally, strong organisational skills empower appointment setters to meet deadlines, maintain productivity, and provide quality service consistently.
Persistence and Patience
Handling rejections is par for the course, as not every prospect will express interest or agree to a meeting.
A persistent appointment setter, however, sees rejections as opportunities to improve their approach. They also exercise great patience, especially when dealing with prospective or new clients who take time (and strategic follow-ups) to cultivate.
Tech-Savviness
The most effective appointment setters are adept at using Customer Relationship Management (CRM) software and scheduling tools.
A tech-savvy appointment setter saves time and resources by using technology to
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Connect with a wider audience,
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Nurture leads through automated workflows, and
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Track engagement metrics to refine their approach over time.
This ability to use software and tools enhances productivity, improves client relations, and ultimately, increases appointment conversion rates.
The Importance of Appointment Setting
An appointment setter is an indispensable part of a growing business. They ensure a steady stream of potential clients and opportunities through:
Improved Efficiency
An appointment setter streamlines lead management and client engagement by handling the initial outreach to potential clients. This allows the sales team to focus on converting qualified leads rather than administrative tasks involved in the process.
For instance, an appointment setter can identify and contact potential clients on your company’s behalf. After gathering information about the client’s needs, they pass these on to the sales team, allowing them to tailor their presentation and address the client’s specific concerns.
This organised approach saves time, reduces administrative burdens, and maximizes client interactions.
Enhanced Client Relations
Appointment setters are your front line when building positive client relationships. Thus, they need to make a good first impression and show genuine interest in the client’s needs.
How?
First, they contact a prospect who has shown interest in the product or service. The setter then takes time to understand their needs and pain points, before scheduling a meeting at the client’s preferred time.
During the meeting, the appointment setter should provide a personalised pitch based on the client’s initial information. They then supplement this with consistent follow-ups and the timely scheduling of appointments to make their clients feel valued.
Time Management
Delegating appointment-setting tasks to skilled professionals helps business owners focus on other core business functions.
If you’re running a real estate agency, for instance, an appointment setter can schedule meetings with potential buyers for you. They also keep your agents’ calendars organised so that they don’t overlap.
Furthermore, they use scheduling software to automate reminders and confirmations. This saves time and helps maintain a smooth workflow for the entire business.
In short, appointment setters keep everyone organised to put everyone’s time, energy, and talents to optimal use.. This allows sales agents and business owners to focus on improving their products and services or building better client relationships – instead of going back and forth over their schedules themselves.
Increased Conversion Rates
Appointment setters use a structured approach to make each potential client feel like they’re getting attentive service while moving them smoothly through the sales funnel.
More importantly, they proactively follow up with prospects whom they weren’t able to close right away. This helps convert more leads since studies show that customers tend to say NO four times before saying YES.
This strategic engagement is more successful at turning initial rejections into successful conversions, leading to higher sales and improved business growth.
Pipeline Management
Done right, steady appointment setting provides a steady flow of qualified leads. A good setter fills the sales pipeline with prospects who have expressed their interest in your products or services.
Strategic appointment setting also involves segmenting leads based on their readiness to buy. This helps the sales team prioritise and focus on leads who are most likely to convert into sales.
In other words, appointment setters follow a systematic approach that drives lead generation, optimises resource allocation, and maintains consistent engagement with potential clients.
Appointment Setting in the Australian Context
Small businesses make up a large part of Australia’s economy. They’re 97% of the 2.6 million registered businesses.
Many of these businesses rely on appointment setters for the efficient scheduling of meetings, consultations, reservations, and service appointments. These professionals often have the experience and expertise to offer personalised attention to customers, regardless of the industry they serve.
In addition, appointment setting Down Under is often subject to the following considerations:
Cultural Nuances
Appointment setters must have a keen understanding of cultural nuances for successful interactions. Australians, for example, value clarity and directness. They also appreciate punctuality.
Thus, appointment setters for AU businesses should ideally be straightforward and transparent about the meeting’s purpose – and start the meeting on time. They’re prompt about sending email agendas with agreed-upon times, but are open to client rescheduling.
Regulatory Environment
Australia requires strict compliance with privacy laws. Businesses must obtain consent before collecting personal data from clients and customers. There are even Australian regulations in place to prohibit unsolicited messages.
Fortunately, professional appointment setters know their way around AU’s complex regulatory environments. Many have different ways of securing consent before collecting personal information, and informing prospects about opt-out options as required by AU laws.
Time Zones
Managing appointments across Australia’s three main time zones requires careful planning. To handle this, appointment setters use scheduling software that automatically adjusts to the recipients’ locations.
They also send confirmation emails with the appointment times within the customer’s time zone. This helps avoid misunderstandings and most importantly, prevents missed appointments.
In-House vs Remote Appointment Setters: Cost Snapshot
In-house may look simple until you tally everything behind the salary. You’re funding the setup: hiring time, training, office space, tools, and ongoing management. Remote strips it back to the essentials.
Monthly comparison (AU-facing business):
In-house gives you proximity, but that comes with a premium. Remote gives you cost control, and you’re also able to build out capacity if your process is already dialed in.
Once appointment setting becomes a repeatable function, you’ll see which option makes better sense.
AU Industries Where Appointment Setting Plays a Crucial Role
While appointment setting can be helpful to any business, there are certain industries where it’s downright crucial.
Healthcare
Aside from business owners and entrepreneurs, Australian medical professionals also tap professional appointment setters to help facilitate patient care.
These professionals use effective appointment systems integrated with electronic health records (EHR), allowing patients to:
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Book appointments online;
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Receive automated reminders; and
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Access pre-visit instructions.
This approach reduces no-show rates and enhances patient engagement and satisfaction.
Candidates:
Filter by Role:
*Booking interviews depend on candidates' availability and interest.
All-inclusive Rate: USD $8.58/hr
Ely
Candidate ID: 768534
ADVANCED
-
Customer Service, Customer Handling, Customer Retention, Customer Relations...
INTERMEDIATE
-
Administrative Skills, Administrative Support...
Median Rate
$8.58
$9.29
if $1 = PHP52
$10.96
if $1 = PHP40
Currency Fluctuation Range
*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.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Full Time: $USD 8.58 per hour or $USD 1486.67 per month
Remote Staff Recruiter Comments
Ely has over 4 years of experience in customer service, sales, and virtual assistance, with strong exposure to cold calling, appointment setting, lead generation, and outbound sales campaigns. They have supported clients across the real estate, healthcare, fitness, and entertainment industries, demonstrating strong communication skills and adaptability in remote work environments.
Their background includes working as a Real Estate Virtual Assistant for a US-based client, conducting cold calls to potential property sellers and qualifying leads for negotiations. Ely also worked for Topdoc as a Sales Telemarketer for two years, handling over 150 outbound calls daily to doctors across the United States to promote premium online profiles and recognition plaques. Additionally, they gained experience as an Appointment Setter for Barbizon and handled administrative and customer service tasks for Premier Fitness.
Ely demonstrates experience working in high-volume sales environments and shared a structured approach to handling objections, maintaining credibility during calls, and improving communication strategies through client interactions.
Tools and software proficiency include:
• Salesforce
• HubSpot
• RingCentral
• Mojo
They are fully equipped with a primary laptop and backup desktop setup, with contingency plans for internet and power interruptions. Ely is available to start immediately and is open to full-time opportunities.
Employment History
Customer Service AND Administrative Support
Industry:
Employment Period:
November 2024 to May 2025 (6 Months)
Duties and Responsibilities:
Modeling AND Acting
Industry:
Employment Period:
February 2024 to August 2024 (6 Months)
Duties and Responsibilities:
Telemarketing Sales Representative
Industry:
Employment Period:
October 2021 to November 2023 (25 Months)
Duties and Responsibilities:
Industry:
Employment Period:
April 2020 to May 2021 (13 Months)
Duties and Responsibilities:
Customer Service Representative
Industry:
Employment Period:
January 2009 to October 2013 (57 Months)
Duties and Responsibilities:
Education History
Field of Study:
Major:
Secondary
Graduation Date:
January 1, 1970
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Major:
Graduation Date:
January 1, 1970
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
Customer Service, Customer Handling, Customer Retention, Customer Relations, Outbound Sales,
INTERMEDIATE ★★
-
Administrative SkillsAdministrative Support
Work at Home Capabilities:
- Internet Bandwidth: Greater than 100mbps
- Working Environment: Private Room
- Speed Test Result: N/A
- Internet Type: DSL
- Hardware Type: Laptop
- Brand Name: N/A
- Processor: N/A
- Operating System: Windows 10
All-inclusive Rate: USD $9.06/hr
Allan
Candidate ID: 765954
ADVANCED
-
Account Management, Order Management, Client Support, Purchasing Management...
INTERMEDIATE
-
Microsoft Excel, Oracle CRM On Demand, Salesforce.com...
Median Rate
$9.06
$9.85
if $1 = PHP52
$11.68
if $1 = PHP40
Currency Fluctuation Range
*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.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 9.06 per hour or $USD 785.21 per month
Full Time: $USD 9.06 per hour or $USD 1570.42 per month
Remote Staff Recruiter Comments
Allan is an experienced professional with a comprehensive background in customer experience, order fulfillment, and compliance within the outsourcing, renewable energy, and telemarketing sectors. Leveraging his educational foundation in finance and management accounting , he applies a highly analytical approach to resolving fulfillment issues, ensuring invoice compliance, and managing end-to-end client relations. His proven ability to balance independent problem-solving with collaborative stakeholder management makes him an excellent fit for roles requiring meticulous order tracking and high-level partner support.
Work Experience & Educational Background-
The candidate holds a Bachelor of Science in Commerce with a major in Finance and Management Accounting, obtained in 2007.
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He possesses over a decade of relevant work experience spanning the IT-enabled services, renewable energy, and education sectors.
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Managed inside sales, vendor fulfillment, and customer experience within the outsourcing industry, tracking purchase orders through all stages until full invoicing.
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Handled dealer support, sales order booking, and invoice compliance as an analyst and support representative for a prominent renewable energy company.
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Served as a Team Leader and Quality Assurance Specialist in a sales and telemarketing environment.
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Acted as a Communications Coach, tailoring lesson plans to accommodate varying learning styles to properly prepare students for careers in the call center industry.
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Successfully managed the end-to-end fulfillment process, actively problem-solving vendor issues to ensure customer expectations were consistently met through original or substitute vendors.
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Owned the on-time delivery of partner orders by region, holding personal accountability for regional customer satisfaction while providing direct support to Regional and Area Sales Managers.
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Validated the accuracy of complex invoice packages and successfully managed the end-to-end process for handling exceptions according to strictly approved policies.
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Performed extensive quantitative data analysis, extracting critical reports used by stakeholders and partners in key business presentations.
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Order Fulfillment & Partner Support: Highly proficient in tracking orders, resolving fulfillment discrepancies, and maintaining strong client relations for both cash and lease orders.
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Invoice Compliance & Data Analysis: Skilled in strict document validation, policy enforcement, and quantitative reporting.
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Coaching & Leadership: Experienced in evaluating student progress, preparing tailored lesson plans, and previously leading a student assistant team.
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CRM & Inventory Systems: Experienced in utilizing software applications including HubSpot, Salesforce, and SOS Inventory for order updates.
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ERP & Reporting Tools: Proficient in maintaining existing sales orders via Oracle ERP and utilizing Oracle Discoverer for data extraction.
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He can start immediately and is open to both full-time and part-time
Employment History
Inside Sales / Vendor Fulfillment
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
September 2022 to May 2025 (32 Months)
Duties and Responsibilities:
- Process each purchase order and track it through various stages until the order has shipped and been invoice in full
- Stay in regular communications with vendors making sure that there are no issues that arise in the fulfillment process and if there are, problem solve to ensure that we can meet our customers' expectations, whether it is through that specific original vendor or another vendor that we can substitute our order to.
- Advise Sales Team and Management with any issues that arise in the order fulfillment process.
- Successfully enter and keep on track of each order.
- Answer in-bound calls from clients and manufacturers.
- Make updates in HubSpot, Salesforce and SOS Inventory as Needed
Partner Support Representative
Industry:
Computer / Information Technology (Hardware)
Employment Period:
May 2016 to May 2021 (60 Months)
Duties and Responsibilities:
- Dealer/Client Support and Order Management
- Responsible for the end to end Partner support and client relations, working with Partner executives to meet all business needs both cash and lease orders
- Own the on-time delivery of Partners orders and requirements by region, being personally accountable for customer satisfaction
- Direct support for Regional Sales Manager and Area Sales Manager
- Sales order booking
- Receives and qualify customer POs (through online or mailbox)
- Sends sales order confirmation to the customers within specified SLAs
- Updates and maintains existing sales orders as required through Oracle ERP, Salesforce
- Extract reports from Oracle Discoverer and use this in their presentations/meetings with stakeholders and Partners
Invoice Compliance Analyst (Project-based)
Industry:
Computer / Information Technology (Hardware)
Employment Period:
January 2015 to January 2016 (12 Months)
Duties and Responsibilities:
- Responsible for document validation and submission to ensure compliance and invoice processing.
- Works closely with Partner Compliance in enforcing policies and guidelines pertaining to dealer requirements.
- Provides accurate solutions to all customer's needs (internal customers -- Partners, lPs) that is within the pre-defined policies and scope as required for Lease, Cash.
- Works closely and in cooperation with various groups within the GBFS Organization (e.g. AP, PSR, AR and Finance).
- Able to perform extensive data and quantitative analysis consistently.
- In depth understanding o1 applicable policies on Invoice Validation for Lease and Cash.
- Validates accuracy of invoice packages and coordinates with internal customers to resolve any discrepancies.
- Responsible for end-to-end process of managing exceptions as per approved policy.
- Creates, executes, and updates reports, as needed, and serves as point person/go-to person for issues or in any area or project he is responsible for within the Invoice Compliance scope.
- Performs other duties as assigned.
Education History
Field of Study:
Finance/Accountancy/Banking
Major:
Commerce: Finance and Management Accounting
Graduation Date:
January 1, 2007
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
Account Management, Order Management, Client Support, Purchasing Management, Logistics,
INTERMEDIATE ★★
-
Microsoft ExcelOracle CRM On DemandSalesforce.com
Work at Home Capabilities:
- Internet Bandwidth: Greater than 100mbps
- Working Environment: Private Room
- Speed Test Result: https://www.speedtest.net/result/19301032536
- Internet Type: Fiber
- Hardware Type: Desktop
- Brand Name: H610MHP 2.0
- Processor: 12th Gen Intel(R) Core(TM) i5-12400 (2.50 GHz)
- Operating System: Windows 11
All-inclusive Rate: USD $6.93/hr
Sam
Candidate ID: 743352
ADVANCED
-
Cold Calling, Executive Assistance, Appointment Setting, Google Drive...
INTERMEDIATE
-
Canva...
Median Rate
$6.93
$7.41
if $1 = PHP52
$8.50
if $1 = PHP40
Currency Fluctuation Range
*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.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Full Time: $USD 6.93 per hour or $USD 1201.91 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:
Cold Caller/Appointment Setter
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
January 2024 to February 2026 (24 Months)
Duties and Responsibilities:
Content Moderator
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
July 2021 to April 2024 (32 Months)
Duties and Responsibilities:
Technical Support Representative
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
August 2020 to May 2021 (8 Months)
Duties and Responsibilities:
Customer Service Representative
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
September 2019 to February 2020 (5 Months)
Duties and Responsibilities:
Technical Support Representative
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
May 2019 to August 2019 (3 Months)
Duties and Responsibilities:
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 $9.54/hr
Cashmer
Candidate ID: 683435
ADVANCED
-
Corporate Sales, B2B Marketing, B2C Marketing, Inbound Sales...
INTERMEDIATE
-
Sales Management...
Median Rate
$9.54
$10.40
if $1 = PHP52
$12.40
if $1 = PHP40
Currency Fluctuation Range
*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.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 11.48 per hour or $USD 994.59 per month
Full Time: $USD 9.54 per hour or $USD 1654.17 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.
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:
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:
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:
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 $8.09/hr
Jeniffer
Candidate ID: 662092
ADVANCED
-
Communication Skills, Contact Verification...
INTERMEDIATE
-
Administrative Skills, Administrative Support, Google Drive, Google Calendar...
Median Rate
$8.09
$8.74
if $1 = PHP52
$10.24
if $1 = PHP40
Currency Fluctuation Range
*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.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Full Time: $USD 8.09 per hour or $USD 1402.92 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 $8.58/hr
Manuel
Candidate ID: 659561
ADVANCED
-
Sales Management, Customer Retention, Billing, B2B Lead Generation...
INTERMEDIATE
-
Customer Support...
Median Rate
$8.58
$9.29
if $1 = PHP52
$10.96
if $1 = PHP40
Currency Fluctuation Range
*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.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 8.58 per hour or $USD 743.33 per month
Full Time: $USD 8.58 per hour or $USD 1486.67 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.
- 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 $9.06/hr
Djoanna
Candidate ID: 655522
ADVANCED
-
B2B Marketing, Data Management, Data Collection, Data Encoding...
INTERMEDIATE
-
Marketing automation...
Median Rate
$9.06
$9.85
if $1 = PHP52
$11.68
if $1 = PHP40
Currency Fluctuation Range
*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.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 9.54 per hour or $USD 827.09 per month
Remote Staff Recruiter Comments
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.
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 $8.00/hr
Yolanda
Candidate ID: 651765
ADVANCED
-
Administrative Support, Email Marketing, B2B Calling, B2C Telemarketing...
INTERMEDIATE
-
Hubspot CRM, Email Support, Google Docs, Lead Generation...
Median Rate
$8.00
$8.63
if $1 = PHP52
$10.09
if $1 = PHP40
Currency Fluctuation Range
*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.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 8.00 per hour or $USD 693.08 per month
Full Time: $USD 8.00 per hour or $USD 1386.17 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.
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 $9.54/hr
Johanna
Candidate ID: 645262
ADVANCED
-
Escalations, De-escalations, Customer Relations, Customer Support...
INTERMEDIATE
-
Outbound Appointment Setting, Outbound Calling, B2B Calling...
Median Rate
$9.54
$10.40
if $1 = PHP52
$12.40
if $1 = PHP40
Currency Fluctuation Range
*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.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 9.54 per hour or $USD 827.09 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)
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:
- 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 $8.09/hr
Christylyn
Candidate ID: 624083
ADVANCED
-
Appointment Setting, Outbound Appointment Setting, Inbound Calls, Inbound Lead Generation...
INTERMEDIATE
-
Administrative Support...
Median Rate
$8.09
$8.74
if $1 = PHP52
$10.24
if $1 = PHP40
Currency Fluctuation Range
*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.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Full Time: $USD 8.09 per hour or $USD 1402.92 per month
Remote Staff Recruiter Comments
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.
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.
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 ★★
-
Administrative Support
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: HP
- Processor: AMD Ryzen 5 3400G with Radeon Vega Graphics 3.70 GHz
- Operating System: Windows 11
All-inclusive Rate: USD $9.06/hr
Froilan
Candidate ID: 621892
ADVANCED
-
Email Marketing, Marketing automation, Appointment Setting, Sales...
INTERMEDIATE
-
Copywriting, Digital Marketing, Zoho CRM, Shopify...
Median Rate
$9.06
$9.85
if $1 = PHP52
$11.68
if $1 = PHP40
Currency Fluctuation Range
*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.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 10.51 per hour or $USD 910.84 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.
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.
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 $7.61/hr
Minerva
Candidate ID: 586463
ADVANCED
-
Salesforce CRM, CRM, Microsoft Office, Google Apps...
INTERMEDIATE
-
Social Media Management...
Median Rate
$7.61
$8.18
if $1 = PHP52
$9.51
if $1 = PHP40
Currency Fluctuation Range
*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.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 7.61 per hour or $USD 659.58 per month
Full Time: $USD 7.61 per hour or $USD 1319.17 per month
Remote Staff Recruiter Comments
Areas of Work:
- Administrative Support
- Team Leadership
- Training and Development
- Customer Service
- Sales and Lead Generation
- Telecommunications
- Insurance
- Legal Services
- 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.
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 ★★★
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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
*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.
Finance
Australia’s financial sector is heavily regulated by the Australian Securities and Investments Commission (ASIC). They require financial advisors and consultants to keep clients well-informed about the details and the agenda of each meeting.
This is where appointment setters come in. With their experience and expertise, they coordinate appointments based on their advisors’ availability and client preferences.
By offering prompt service, appointment setters enhance the client experience, and by extension, the advisor in question’s reputation.
Real Estate
Many real estate companies also rely on appointment setters to coordinate property viewings and client meetings.
They liaise between agents and clients, scheduling appointments and facilitating communication to accommodate both parties’ schedules. They also offer clients a range of available viewing times and send reminders to minimise no-shows.
By sending detailed confirmations and reminders, appointment setters help real estate companies give positive client experiences. This, in turn, can expedite property and purchase processes.
Legal
Lawyers and legal professionals need appointment setters to manage client meetings, court appearances, and other legal proceedings.
Appointment setters coordinate complex schedules between attorneys, clients, witnesses, and court officials. For instance, they inform all parties about the time, location, and purpose of important meetings or court appearances.
With effective appointment setting, law firms can provide timely and effective legal services within the AU legal system.
Travel and Hospitality
Meanwhile, travel agencies and hotels rely heavily on appointment setters to manage customer interactions and operational logistics.
A professional appointment setter, for instance, schedules consultations with clients regarding travel plans and itineraries. They can also help hotels manage reservations during peak seasons to maximise occupancy rates.
In both instances, proper appointment setting is necessary for businesses to remain competitive in the travel and hospitality industries.
Beauty and Wellness
Lastly, aesthetic clinics and wellness centers rely heavily on efficient appointment setting to coordinate client visits.
They let customers know about available appointment times for haircuts, massages, or facials. Appointment setters also send out reminders to reduce the chances of customers missing appointments, which is crucial especially during peak season.
Aside from scheduling, appointment setters also maintain accurate records of client appointments, preferences, and treatment histories. This improves customer satisfaction and, in turn, boosts overall business profitability in a highly competitive industry.
Tools and Techniques for Effective Appointment Setting
Appointment setters use several tools to streamline the scheduling process. They also rely on certain techniques to reduce no-shows.
Let’s take a look at some of them:
CRM Systems
These are vital tools that provide a centralised platform for managing client information and improving appointment setting.
For example, CRM software like HubSpot gathers client data including contact details, preferences, and interaction history. This helps businesses help users personalise messages for potential clients.
Additionally, CRM systems can send automated reminders via email or SMS. With the right software, an appointment setter can sync calendar apps to provide real-time availability updates.
Scheduling Tools
Online calendars and other platforms such as Monday.com, Trello, and SmartTask help are crucial for effective appointment setting.
These tools show real-time availability, letting clients view open time slots and book appointments easily. This reduces the back-and-forth processes that come with manual scheduling.
Many scheduling tools also offer analytics and reporting features, enabling businesses to track client preferences, appointment trends, and no-show rates.
Script Development
A good script is crucial for effective appointment setting. During initial client outreach, well-crafted scripts help appointment setters address potential client concerns directly- and get them to commit more successfully.
An effective script typically includes the following:
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Brief introduction;
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Purpose of the call;
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Value proposition; and
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Call to action.
Many appointment setters also prepare answers to common objections or questions to help secure an appointment. They update and refine these scripts based on feedback and outcomes to further improve the appointment-setting process.
Follow-Up Strategies
However, appointment setters accept rejection as part of the process. Sometimes, prospects simply aren’t ready to commit or purchase. So, good appointment setters have strategies for following up without being intrusive.
For instance, there’s always a quick follow-up after the initial contact. If the client doesn’t respond, they send another message every few days to a week, with one personalised to address the client’s concerns or objections.
More importantly, they follow Australian business etiquette, remaining courteous throughout.
By consistently following up, appointment setters can increase conversion rates and retain strong client connections.
Data Management
Lastly, professional appointment setters keep accurate records of client interactions and appointments. They use CRM platforms to centralise client data, improving client relationship management.
By maintaining accurate data management, they can personalise interactions based on past engagements to enhance client experience and increase appointment bookings.
Challenges and Solutions in Appointment Setting
Getting clients to make and commit to appointments can be tough. Here are some common challenges and how hiring the right professionals can help you overcome them:
High Rejection Rates
Appointment setting is challenging due to high rejection rates from potential clients. Many customers may decline due to lack of interest or just plain old bad timing.
So, how can a professional appointment setter help? Here are a just a few ways they can lower your rejection rates:
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Refine and personalise scripts to make the benefits of your product or service more appealing;
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Use data analytics from CRM systems to provide insights into client preferences; and
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Offer flexible scheduling options.
Done right, well-trained and highly-experienced appointment setters use these strategies to lower rejection rates, boost appointment success, and improve client acquisition and retention.
No-Shows
Appointment setters also have to deal with no-shows. Left unchecked, these can disrupt schedules, waste resources, and affect client satisfaction.
Trained professionals can significantly reduce no-shows by:
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Implementing automated appointment reminders via email or SMS;
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Sending messages after booking to solidify commitment;
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Offering scheduling flexibility; and
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Establishing clear cancellation policies.
These strategies help businesses streamline their appointment setting for higher client satisfaction and attendance rates.
Coordination Issues
Managing multiple schedules and handling last-minute changes can be stressful.
For example, managing appointments in the healthcare industry is challenging due to their high volume. To address this, appointment setters typically:
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Use CRM systems with integrated calendar functionalities for real-time updates;
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Confirm appointments and provide clear instructions to mitigate misunderstandings;
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Ensure all parties are informed and prepared; and
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Establish contingency plans or backup resources for unexpected cancellations.
These solutions improve the client experience and enhance coordination efforts. Furthermore, the following strategies are also helpful:
Training and Development
Appointment setters are your company’s frontline representatives, so you should train them to behave in a way to engage your target audience better.
For instance, role-playing exercises provide practical experience to help them refine their approaches in different scenarios. It’s also helpful to have additional training for advanced scheduling tools and CRM systems.
Technology Integration
New technologies can disrupt workflows if you don’t break them in properly, so you need to prepare your staff accordingly.
When implementing new software, it’s best to provide adequate training for your appointment setter/s beforehand. This allows them to familiarise themselves with the tool and understand its functionalities.
Proactively involving them in the transition process gives them a sense of ownership and equips them with readiness to embrace changes.
Feedback Mechanism
Implementing effective feedback mechanisms can significantly improve the appointment-setting process. It allows you to gather insights from both clients and internal stakeholders.
To do this, collect feedback from clients through surveys, post-appointment follow-ups, or direct conversations. Moreover, solicit feedback from your own staff to identify any training gaps and opportunities for streamlining workflows.
This proactive approach helps foster a culture of continuous improvement, allowing your business to adapt to evolving client and industry demands.
Conclusion
Appointment setting can be challenging on your own, but you can get better results with far less stress if you delegate it to professionals.
The right ones can provide various appointment-setting benefits like lead generation, customised solutions, and enhanced customer engagement. This frees you up to focus on your core functions and grow your business faster.
Maintain a growing customer pipeline and build a more stable business by delegating appointment setting to a professional today!
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Syrine is studying law while working as a content writer. When she’s not writing or studying, she engages in tutoring, events planning, and social media browsing. In 2021, she published her book, Stellar Thoughts.
