Blog
Aug 02
Understanding the Role of Appointment Setters An In-Depth Guide

Understanding the Role of Appointment Setters: An In-Depth Guide

Keeping track of meetings and 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.

What is an Appointment Setter?

An appointment setter is typically a professional who remotely handles appointments on behalf of a company or individual. Their primary responsibilities include:

  • Reaching out to potential clients through phone calls and emails;
  • Arranging appointments with existing customers;
  • Coordinating appointments to match everyone’s availability; and
  • Sharing the meeting’s purpose in advance.

What is an Appointment Setter

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

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

  • Connect with a wider audience,
  • Nurture leads through automated workflows, and
  • 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.

Improved Efficiency
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.

Pipeline Management

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.

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:

  • Book appointments online;
  • Receive automated reminders; and
  • Access pre-visit instructions.

This approach reduces no-show rates and enhances patient engagement and satisfaction.

Candidates:

46

Filter by Role:

*Booking interviews depend on candidates' availability and interest.

All-inclusive Rate: USD $8.71/hr

Paolo

Candidate ID: 453375


ADVANCED

    Salesforce CRM, Inbound Calls, Outbound Appointment Setting, Appointment Setting...

INTERMEDIATE

    Technical Support, Telemarketing...

Employment Preferences

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

*Plus GST for Australian Businesses

Part Time: $USD 9.71 per hour or $USD 841.19 per month

Full Time: $USD 8.71 per hour or $USD 1510.18 per month

Remote Staff Recruiter Comments

Paolo has 4 years of relevant work experience.
He performed different roles such as Technical Support Representative, Customer Support Representative and Virtual Assistant where he catered industries in the field of  telecommunications, food delivery service and franchising.
He has served clients in the US and Australia.

He has performed the following tasks:
  • Taking inbound calls
  • Chat and Email support
  • Appointment Setting
  • Cold Calling
  • Make Facebook advertisement
  • Photo Editing
  • Video editing
  • Conducting online presentations
Proficient in using the tools/applications such as:
  • Salesforce
  • Zendesk
  • Zopim
  • Slack
  • Microsoft applications
He is available to start immediately.

Employment History

Virtual Assistant

Industry:

Advertising / Marketing / Promotion / PR

Employment Period:

October 2020 to August 2022 (22 Months)

Duties and Responsibilities:

  • Work on marketing campaigns for various products. 
  • Appointment Setting
  • Facebook Advertisement 
  • Basic Photo and Video Editing. Data Entry

Blended - Customer, Email and Chat Support

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

November 2018 to October 2020 (22 Months)

Duties and Responsibilities:

  • Tasked to answer calls, email and live chat.
  • Used Salesforce, Zendesk, Zopim as main tools
  • Answered inquiries from customers, riders and restaurants.

Technical Support Representative

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

May 2018 to November 2018 (6 Months)

Duties and Responsibilities:

  • Work on troubleshooting customer's phone, internet and  TV boxes over the phone and providing technicians on- site.

Chat Support Representative

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

September 2022 to June 2023 (9 Months)

Duties and Responsibilities:

  • Troubleshooting accounting software via chat Sales

Telemarketer

Industry:

Consulting (Business & Management)

Employment Period:

June 2023 to July 2024 (13 Months)

Duties and Responsibilities:

  • Cold Calling, Appointment Setter, Mid- level Representative

Education History

Field of Study:

Marketing

Major:

Marketing Management

Graduation Date:

April 25, 2017

Located In:

Philippines

License and Certification: :

N/A


Skills

ADVANCED ★★★

    Salesforce CRM, Inbound Calls, Outbound Appointment Setting, Appointment Setting, Ad Campaign, English Language, Chat Support,

INTERMEDIATE ★★

    Technical SupportTelemarketing

Work at Home Capabilities:

  • Internet Bandwidth: Between 5mbps to 100mbps
  • Working Environment: Private Room
  • Speed Test Result: Download: 11.38, Upload: 18.18
  • Internet Type: Fiber
  • Hardware Type: Laptop
  • Brand Name: HP
  • Processor: Core I5
  • Operating System: Windows 10

All-inclusive Rate: USD $7.72/hr

Nelli

Candidate ID: 452915


ADVANCED

    Customer Service, Inbound Sales, Appointment Setting, Lead Generation...

INTERMEDIATE

    Project Management...

Employment Preferences

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

*Plus GST for Australian Businesses

Full Time: $USD 7.72 per hour or $USD 1337.97 per month

Remote Staff Recruiter Comments

Nelli brings over 9 years of sales and customer service experience across various industries including telecommunications, finance, publishing, utilities, and education. She is highly skilled in outbound appointment setting, lead generation, Salesforce CRM, and customer service, making her a strong fit for roles that demand communication, persuasion, and pipeline management.

  • Strong focus on outbound calling, CRM usage, objection handling, and appointment setting.
  • Proactively collaborated with sales teams and exceeded quotas.
  • Specialized in lead generation through LinkedIn and Google Chrome.
  • Demonstrated experience in qualifying leads and closing via appointment scheduling.
  • She is familiar with Salesforce and LinkedIn Sales Navigator.
Key Skills
  • Salesforce CRM (Advanced)
  • Outbound Appointment Setting (Advanced)
  • Inbound/Outbound Sales (Advanced)
  • Customer Service (Advanced)
  • Project Management (Advanced)
  • Lead Generation (Advanced)
  • Calendar Management (Advanced)

Predictive Index Behavioral Profile - Venturer

  • Proactivity, assertiveness, and sense of urgency in driving to reach personal goals. Openly challenges the world.
  • Independent in putting forth their own ideas, which are often innovative and, if implemented, cause change. Resourcefully works through or around anything blocking completion of what they want to accomplish; aggressive when challenged.
  • Impatient for results, puts pressure on themself and others for rapid implementation, and is far less productive when doing routine work.

Behavioral Summary

Nelli is a distinctly independent and individualistic person, strong-minded and determined. Venturesome, will “stick their neck out”; and take responsibility for risks when they believe they are right. The challenge of new problems and new ventures is stimulating and will be responded to with action. They have a lot of confidence in themself, their own knowledge, ability and decisions.

  • Nelli has previously worked as a Sales Representative, Appointment Setter, Customer Service Representative and Sales Virtual Assistant. She also got a promotion as an Operations Supervisor and Subject Matter Expert. She has worked in various BPO companies where she catered clients in the US, Switzerland, California, UK and Australia. She has handled accounts in the field of telecommunications, publishing, banking, solar, printing and media company. She is confident in supporting the following tasks:
    • B2B campaign
    • Lead generation
    • Appointment setting
    • Project management
    • Telemarketing
    • Inbound Sales
    • Outbound Sales
  • She is proficient in systems such as Trello, CRM, LinkedIn, and Sales Navigator, Avaya, Ring Central, Cloud Talk
  • Nelli is available to start immediately and she is amenable to working the day or night shift for any part-time or fulltime position.

Predictive Index Behavioral Profile - Promoter

Strongest Behaviors:

  • Proactively connects quickly to others; open and sharing. Builds and leverages relationships to get work done.
  • Comfortably fluent and fast talk, in volume. Enthusiastically persuades and motivates others by considering their point of view and adjusting delivery.
  • Collaborative; usually works with and through others. Intuitive understanding of team cohesion, dynamics, and interpersonal relations.
Behavioral Summary:

Nelli is an outgoing, talkative, very friendly individual, a lively and stimulating communicator. A good mixer who is poised, active and responsive in social situations.

The complete extravert; informal and uninhibited in her behavior; understands people well and is capable of using that understanding to gain the friendship and cooperation of others. It is important to her to be liked and accepted, and she express herself to individuals or groups with warmth and enthusiasm. Easily understands and accepts other viewpoints, ideas, and feelings, and can be effective at getting diverse groups to come together and collaborate.


Employment History

CUSTOMER SERVICE REPRESENTATIVE

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

March 2017 to March 2018 (11 Months)

Duties and Responsibilities:

  • I handle customer inquiries, troubleshoot issues, process orders and payments, interpret bills, and engage in retention activities for telecommunications accounts.
  • Additionally, I can recommend phone accessories and devices based on customer needs.

CUSTOMER SALES REPRESENTATIVE

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

August 2014 to February 2017 (30 Months)

Duties and Responsibilities:

  • In my role in outbound telemarketing for B2B sales, I handle inquiries and concerns regarding subscription renewals and new subscriptions for business magazine subscriptions targeted at print and media companies.

Primary English Teacher

Industry:

Education

Employment Period:

April 2023 to September 2023 (5 Months)

Duties and Responsibilities:

  • Teaching basic English Subject for primary kids 
  • Assist the kids for learning curve and go through with their modules 

SALES & MARKETING CONSULTANT

Industry:

Printing / Publishing

Employment Period:

May 2018 to January 2020 (19 Months)

Duties and Responsibilities:

  • My responsibilities include outbound telemarketing to sell publishing and marketing services to self-published authors in the USA, Australia, and the UK.
  • I also manage invoicing, billing, project management, and post-production tasks.
  • Additionally, I generate leads through Amazon, Google, and the company CRM, and I set appointments for follow-up.

CUSTOMER SERVICE REPRESENTATIVE

Industry:

Banking / Financial Services

Employment Period:

February 2020 to February 2021 (12 Months)

Duties and Responsibilities:

  • I manage customer inquiries, billing, collections, and retention activities for a small financial institution in the USA.
  • My role includes handling inbound calls and making outbound calls for payments and collections.

SALES DEVELOPMENT REPRESENTATIVE

Industry:

Utilities / Power

Employment Period:

March 2021 to June 2022 (14 Months)

Duties and Responsibilities:

  • My responsibilities include generating leads using the company CRM, Salesforce, and LinkedIn Sales Navigator.
  • I actively engage in sales prospecting and arrange appointments for my sales manager to help facilitate sales closures.
  • Additionally, I manage adjustments to solar bids, address inbound inquiries, handle customer concerns, and develop retention strategies.

SALES DEVELOPMENT REPRESENTATIVE

Industry:

Banking / Financial Services

Employment Period:

July 2022 to December 2023 (17 Months)

Duties and Responsibilities:

  • I am responsible for making outbound calls to owners, managers, and directors of gas stations and convenience stores to secure space for our Bitcoin kiosks.
  • My duties include generating leads using Google Chrome, LinkedIn Sales Navigator, and Salesforce.
  • Additionally, I qualify leads through cold calling and set up appointments before handing them over to the project manager upon signing the contract.

APPOINTMENT SETTER

Industry:

Telecommunication

Employment Period:

May 2024 to December 2024 (7 Months)

Duties and Responsibilities:

  • The role involves making outbound calls to businesses using a large lead database.
  • The goal is to deliver persuasive pitches that emphasize competitive advantages and address any objections to secure appointments.
  • Responsibilities include accurately logging activities in the CRM system, collaborating with sales teams to share insights, and consistently meeting or exceeding appointment quotas.

Education History

Field of Study:

Business Studies/Administration/Management

Major:

Associate Degree in Financial Accounting

Graduation Date:

April 22, 2022

Located In:

United States

License and Certification: :

Advance English - American Council on the Teaching of Foreign Languages

 


Skills

ADVANCED ★★★

    Customer Service, Inbound Sales, Appointment Setting, Lead Generation, Outbound Appointment Setting, Outbound Sales, Project Management, Administrative Support, Calendar Management, Salesforce CRM,

INTERMEDIATE ★★

    Project Management

Work at Home Capabilities:

  • Internet Bandwidth: 100 Mbps and above
  • Working Environment: Private Room
  • Speed Test Result: 100 mbps
  • Internet Type: Fiber
  • Hardware Type: Laptop
  • Brand Name: Asus
  • Processor: AMD Ryzen 3
  • Operating System: Windows 10

All-inclusive Rate: USD $9.21/hr

Cristine

Candidate ID: 452794


ADVANCED

    Office 365, Microsoft Dynamics GP, IFCA, Customer Service...

INTERMEDIATE

    Microsoft Office, Microsoft Tools, Microsoft Access, Microsoft Excel...

Employment Preferences

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

*Plus GST for Australian Businesses

Part Time: $USD 9.21 per hour or $USD 798.14 per month

Full Time: $USD 9.21 per hour or $USD 1596.28 per month

Remote Staff Recruiter Comments

  • Cristine is a dedicated professional with more than 6 years of work experience. She is a graduate of Bachelor of Science in Hotel and Restaurant Management.
  • She started as a Guest Service Agent in a hotel before working in UAE. During her tenure, she was functioning as an Administrative Assistant and eventually got promoted to a Procurement Specialist. 
  • She has transitioned as a Virtual assistant for an Australian property management service company. She liked the idea of working from home and took a part-time job as a Product sourcing specialist for an e-commerce platform store.
  • In her entire professional career, she has performed the following tasks:
    • Scheduling and confirmation of appointments
    • Maintaining event calendars
    • Answering all inbound calls for inquiries
    • Sorting and organizing of records accurately
    • Email management
    • Travel itinerary management
    • Maintenance and updating of supplier information
    • Creation of purchase orders ensuring relevant procurement
    • Preparation of reports
    • Product research
    • Analyzing, and approving products and services to be purchased
    • Calculation of profits
  • She is an able user of the following tools/software:
    • Microsoft ZIP
    • IFCA (PMS) System
    • Opera System
    • Microsoft and Office 365
    • Canva
    • Amazon FBA
    • Amazon calculator
  • She is ready to start immediately.

Predictive Index Behavioral Profile - Altruist

Strongest Behaviors

  • Accommodating; most comfortable working with others, often puts team/company goals before personal goals. Promotes teamwork by actively sharing authority.
  • Proactively connects quickly to others; open and sharing. Builds and leverages relationships to get work done.
  • Collaborative; usually works with and through others. Intuitive understanding of team cohesion, dynamics, and interpersonal relations.

Behavioral Summary

  A pleasant and extraverted person, Cristine is an effective communicator, able to stimulate and motivate others while being aware of and responsive to their needs and concerns. Their congenial personality and friendly, interested attitude make them readily approachable. Cristine gets along easily with a wide variety of people. Their drive is directed at working with and for others. They derive particular satisfaction from doing things for others, the company, management, the team, and for the company’s customers. Cooperative and willing, this individual can be a particularly effective teacher and communicator of the company’s policies, programs, and systems.

Eager to be sure that things are done exactly right, they’ll follow-up carefully and closely if the work requires delegation of details to others. When it is necessary to be critical, will try to do that in a constructive, supportive manner. Their sense of urgency and sense of duty combine to make someone who is actively concerned about the timeliness, as well as the correctness, of any work for which they are held responsible.


Employment History

Product Sourcing Specialist

Industry:

Retail / Merchandise

Employment Period:

July 2022 to November 2022 (3 Months)

Duties and Responsibilities:

  • Sourcing suppliers and maintaining long-lasting relationships with them as well as existing suppliers.
  • Implementing inventory optimization strategies within the company.
  • Obtaining quotes from different suppliers using B2B trade sites like Alibaba, Made-in-China, and many more.
  • Negotiating price, quantity, and delivery schedules with suppliers.
  • Assessing quotes and compiling a detailed assessment of cost breakdowns.
  • Generating quote comparisons and contributing to internal supplier selection based on the quotes.
  • Providing solutions to improve company spending and outsourcing.
  • Ensure timeliness and accuracy of work prior to submission.
     

Procurement Officer | Receptionist/ Admin Assistant

Industry:

Property / Real Estate

Employment Period:

September 2017 to February 2022 (52 Months)

Duties and Responsibilities:

Procurement Officer | October 02, 2019-February 20, 2022

  • Reviewing, comparing, analyzing, and approving products and services to be purchased.
  • Maintaining and updating supplier information such as qualifications, delivery times, product ranges, etc.
  • Creates purchase orders, ensuring relevant procurement procedures have been applied and all supporting documentation is attached.
  • Review quality of purchased products.
  • Prepare reports and updates as and when required.
  • Check, review and matches received tax invoices with the LPO and ensures that all supporting documents have been attached (i.e signed D.O or Service Report).
  • Process suppliers’ payment and follow up payments to Accounts Department.
  • Provides assistance to Senior Procurement Officer in all aspects.
  • Ability to manage and maintain good relationships with vendors.

Receptionist/Admin Assistant || September 24, 2017-October 01, 2019

  • Greet clients and visitors with a positive, helpful attitude.
  • Manage meeting room bookings and ensure that everything is in order.
  • Keep meeting rooms clean and tidy.
  • Schedule and confirm appointments and maintain event calendars.
  • Answers all incoming phone calls and dialing international numbers.
  • Deal with complaints or problems.
  • Manage and maintain petty cash.
  • Sort, organize and maintain office records accurately.
  • Assisting colleagues with administrative tasks.
  • Answering, forwarding, and screening phone calls.
  • Sorting and distributing mails.

Receptionist/ Reservation Agent

Industry:

Hotel / Hospitality

Employment Period:

December 2016 to July 2017 (7 Months)

Duties and Responsibilities:

  • Processes reservations by mail, telephone, fax or central reservation systems referral.
  • Answer all client questions and incoming calls.
  • Redirect phone calls to the appropriate department and take down messages.
  • Processes reservations from the sales office, other hotel departments, and travel agents.
  • Creates and maintains reservation records by date of arrival and alphabetical listing.
  • Processes cancellations and modifications and promptly relays this information to the front desk.
  • Assists in preregistration activities when appropriate.
  • Monitor, organize and forward emails.
  • Maintain records and files.

Guest Service Agent

Industry:

Hotel / Hospitality

Employment Period:

March 2016 to December 2016 (9 Months)

Duties and Responsibilities:

  • Administering check-ins and check-outs.
  • Providing front desk services to guests.
  • Assigning rooms and taking care of administrative duties.
  • Delivering mail and messages.
  • Processing guest payments.
  • Coordinating with bell service and staff management.
  • Accommodating general and unique requests.

Medical Virtual Assistant

Industry:

Healthcare / Medical

Employment Period:

January 2023 to March 2025 (26 Months)

Duties and Responsibilities:

  • Efficiently and effectively utilize the practice software to arrive, queue, and book patients’ appointments according to the practice policy set by the practice principal.
  • Collaboration with nursing, allied health, GPs, and administrative personnel to provide patient care. 
  • Ensuring administrative duties are completed, including scanning, batching, answering phone calls, and compiling and transferring patients’ files. 
  • Confirm each patient’s insurance eligibility and validity.

Education History

Field of Study:

Hospitality/Tourism/Hotel Management

Major:

Graduation Date:

December 19, 2015

Located In:

Philippines

License and Certification: :

N/A


Skills

ADVANCED ★★★

    Office 365, Microsoft Dynamics GP, IFCA, Customer Service, Google Apps, Administrative Skills, Purchasing Management, Sourcing, Research, Travel Management, Analytical Skills, Organizational Skills, CRM, Problem solving,

INTERMEDIATE ★★

    Microsoft Office, Microsoft Tools, Microsoft Access, Microsoft ExcelMicrosoft PowerPointMicrosoft OutlookMicrosoft WordAccounts Receivable Management

Work at Home Capabilities:

  • Internet Bandwidth: Greater than 100mbps
  • Working Environment: Private Room
  • Speed Test Result: N/A
  • Internet Type: Fiber
  • Hardware Type: Desktop
  • Brand Name: Lenovo
  • Processor: Intel Core i3
  • Operating System: Windows 10

All-inclusive Rate: USD $7.72/hr

Kirsty

Candidate ID: 452232


ADVANCED

    Technical Support, Salesforce CRM, Outbound Sales, B2B Calling...

INTERMEDIATE

    Technical Support, Salesforce CRM, Microsoft Office...

Employment Preferences

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

*Plus GST for Australian Businesses

Full Time: $USD 7.72 per hour or $USD 1337.97 per month

Remote Staff Recruiter Comments

  • Kirsty has been working for more than 10 years for various BPO companies. She handled different roles wherein she started as a Customer Care Specialist and then became a Technical Support. She had also catered to US, UK, and Australian clients being a Sales Representative. In addition, she has experience working as a Publishing Consultant wherein she managed professional authors through the publication process, and as an HR Specialist focusing on screening candidates and implementing training and development plans. 
  • Recently, she worked remotely as an HR Manager for a US-based company where her involvement was in general - recruitment, employee relations, compensation and benefits, and training and development. At the same, she was also engaged with Sales - doing lead generation and appointment setting. 
  • Overall, her expertise is in the following:
    • Customer Service
    • Outbound Sales
    • B2B campaign
    • Recruitment
    • Onboarding
    • ESL Teaching
    • Appointment Setting
    • Account Management
  • She is adept in using tools/applications such as Salesforce and Microsoft Office - Word, Powerpoint, Excel, SharePoint, and Outlook.
  • She is available to start immediately.
Predictive Index Profile - Operator
https://www.predictiveindex.com/reference-profile/operator/

Strongest Behaviors
  • Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat.”
  • Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
  • Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.
Behavioral Summary

Helpful, patient, and stable; works steadily and consistently. Respectful of established processes, standards, and policies, Kirsty will work within those standards to ensure repeated successes and high-quality results. She has the patience and tolerance required for routine work and can be relied on to do such work consistently and in a relaxed manner. Prefers having, and following, a well-thought-out process to ensure success. If they are responsible for establishing the process, they will do so in a thoughtful, methodical manner, paying close attention to details and time-honored successes. Once established, they’ll expect that the process be followed consistently.

 

 


Employment History

Outbound Sales Representative

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

February 2022 to June 2022 (4 Months)

Duties and Responsibilities:

  • We focuses on securing sales by reaching out to clients through calls, correspondence.
  • They primarily offer products and services, assisting customers every step of the way to ensure client satisfaction. covered.
  • We assure all timelines and budgets stay in place and we find the right service providers for the customers.

Publishing Consultant

Industry:

Printing / Publishing

Employment Period:

September 2021 to March 2022 (6 Months)

Duties and Responsibilities:

  • We manages an author’s project through the entire writing, production, and publishing process.
  • We inform, advises, and educates the author every step of the way through their book publishing project so they have a seamless, nodrama experience.
  • We set expectations all through the project, so the author has no surprises.
  • We assure all details are covered.
  • We assure all timelines and budgets stay in place and we find the right service providers for the author.

Virtual Assistant

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

February 2021 to August 2021 (6 Months)

Duties and Responsibilities:

  • We specializes in offering administrative services to clients from a remote location, usually a home office.
  • Typical tasks a virtual assistant might perform include scheduling appointments, making phone calls, making travel arrangements, and managing email accounts.

English Teacher

Industry:

Education

Employment Period:

January 2020 to August 2021 (19 Months)

Duties and Responsibilities:

  • We prepare course materials and design lessons that cover all aspects of the English language, whether written or verbal.
  • We keep track of student progress and customize individualized plans for students with special requirements.

HR Specialist

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

March 2019 to January 2020 (10 Months)

Duties and Responsibilities:

  • I am responsible of Screening qualified applicants, implementing rules and policies, preparing, and reviewing compensation and benefits packages,
  • Administering health and life insurance programs, implementing training and development plans,
  • Updating employee records with new hire information and/or changes in employment status.

Sales Representative

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

February 2017 to January 2019 (23 Months)

Duties and Responsibilities:

  • We are responsible for selling a company's products by identifying leads, educating prospects on products through calls, training, and presentations, and aiding about their loans.

Customer Care Specialist

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

August 2010 to February 2011 (6 Months)

Duties and Responsibilities:

  • We call potential customers, without any prior solicitation.
  • We sell prescriptions for male enhancement.

Technical Support

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

October 2012 to January 2017 (51 Months)

Duties and Responsibilities:

  • We manage, maintain, and repair IT systems.
  • Their responsibilities include diagnosing and repairing faults, resolving network issues, and installing and configuring hardware and software, following up with clients to ensure the problem is resolved.

Appointment Setter

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

July 2022 to November 2022 (4 Months)

Duties and Responsibilities:

  • Making outbound calls and answering inbound calls from potential and existing clients, scheduling appointments with clients, cold calling prospects, determining customer interests, emailing customers, keeping accurate records, scheduling consultations between sales staff and prospective clients, and ensuring that important meetings are scheduled for the sales team.

HR Manager/Lead Scraping

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

November 2022 to March 2023 (4 Months)

Duties and Responsibilities:

HR Manager
I am responsible for Screening qualified applicants, implementing rules and policies, preparing, and reviewing compensation and benefits packages, administering health
and life insurance programs, implementing training and development plans.

Updating employee records with new hire information and/or changes in employment status.

I’m in charge of planning, arranging, and managing the hiring of new personnel

Lead Scraping
I am in charge of finding new customers for my client’s goods and services and ensuring the commencement of target market interest in a firm. I usually set up appointments and discover potential prospects for the sales team. I look for prospects. and use strategic methods to pique the interest of potential clients to improve future sales.

 

Education History

Field of Study:

Art/Design/Creative Multimedia

Major:

Mass

Graduation Date:

January 1, 2012

Located In:

Philippines

License and Certification: :

N/A


Skills

ADVANCED ★★★

    Technical Support, Salesforce CRM, Outbound Sales, B2B Calling,

INTERMEDIATE ★★

    Technical SupportSalesforce CRMMicrosoft Office

Work at Home Capabilities:

  • Internet Bandwidth: 50 Mbps
  • Working Environment: Private Room
  • Speed Test Result: Download: 9.50, Upload: 55.33
  • Internet Type: Fiber
  • Hardware Type: Laptop
  • Brand Name: DELL
  • Processor: Intel Core i5
  • Operating System: Windows 10

All-inclusive Rate: USD $9.71/hr

Roxanne

Candidate ID: 439180


ADVANCED

    Customer Service, Communication Skills, Outbound Appointment Setting, Outbound Sales...

INTERMEDIATE

    Technical Support, Lead Generation, B2B Marketing...

Employment Preferences

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

*Plus GST for Australian Businesses

Full Time: $USD 9.71 per hour or $USD 1682.38 per month

Remote Staff Recruiter Comments

Roxanne (Roxy) is an experienced customer service and outbound sales professional with a strong background in handling inbound and outbound calls, lead qualification, CRM management, and customer follow-ups. She has five years of experience in the BPO industry, handling customer service for companies in the U.S. and New Zealand. Additionally, she has worked remotely for HR software and digital marketing agencies, focusing on outbound sales and appointment setting.
  • She demonstrates strong communication skills, adaptability, and a strategic approach to lead qualification and customer engagement. Roxy is comfortable with a remote work setup, time-tracking tools, and an independent contractor arrangement.
  • Handled inbound and outbound calls for a U.S.-based fast-food company.
  • Worked remotely for an HR software company in Texas, conducting cold calls and CRM updates.
  • Outbound sales experience for digital marketing agencies in Australia and the U.S., qualifying leads and booking meetings with CEOs or sales specialists.
  • Experience in handling email follow-ups, newsletters, and blog posts as part of marketing support.
  • Prepares by reviewing customer notes before calls to provide tailored solutions.
Predictive Index Behavioral Profile - Maverick

Strongest Behaviors
  • Socially informal, extroverted, and outgoing; gets familiar quickly. Communicates in an uninhibited, lively, and adaptable manner, drawing others into the conversation.
  • Interested in people, building relationships, and teamwork rather than technical matters. Affable, optimistic, and easily trusting.
  • Focused on goals and the people needed to get there, not details or plans; frequently delegates details.
  • Proactively connects quickly to others; open and sharing. Builds and leverages relationships to get work done.
  • Comfortably fluent and fast talk, in volume. Enthusiastically persuades and motivates others by considering their point of view and adjusting delivery.
Behavioral Summary

Roxy is very independent, confident, decisive, self-starter, intense and driving. This individual has a strong sense of urgency, can react and adjust quickly to changing conditions, generate novel ideas, and deal with them swiftly.

Their drive is directed at getting the important things done. Competitive, ambitious and venturesome, they respond positively and actively to challenge and pressure, always sure of an ability to handle problems and people. This individual is outgoing and poised; a forceful, animated, communicator tending to be more authoritative than persuasive in style. They talk briskly, with assurance and conviction and are a stimulating influence on others, while being direct, determined and flexible.


Employment History

Techncal Support Representative

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

April 2016 to June 2017 (14 Months)

Duties and Responsibilities:

  • Provided expert troubleshooting assistance to customers experiencing issues with cable, internet, and landline services, ensuring prompt resolution and high customer satisfaction.
  • Diagnosed technical problems remotely and determined the appropriate solutions, including guiding customers through self-service steps or scheduling technician dispatch for on-site repairs.
  • Coordinated with field technicians to ensure timely service appointments, accurately documenting service issues and repair needs to minimize downtime.
  • Delivered personalized sales consultations by assessing customer needs and recommending the most suitable packages and promotions, contributing to increased revenue and customer retention.
  • Maintained comprehensive knowledge of company products, services, and troubleshooting protocols to provide accurate and efficient support.
  • Assisted customers with account management, billing inquiries, and service upgrades, ensuring a seamless and positive customer experience.

Technical Support Representative

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

March 2018 to December 2018 (9 Months)

Duties and Responsibilities:

  • Guide customers on how to navigate new mobile phones, ensuring they understand key features, settings, and functionalities.
  • Diagnose and resolve service-related issues, including difficulties with making calls, sending texts, and accessing mobile data.
  • Assess customer needs and recommend appropriate plan upgrades, additional features, or value-added services to enhance their experience.
  • Assist with account inquiries, billing concerns, and service modifications while maintaining accuracy and adherence to company policies.

Customer Service Representative

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

April 2019 to April 2022 (36 Months)

Duties and Responsibilities:

  • Assisting customers with billing inquiries, charge disputes, and account updates with accuracy and professionalism.
  • Educating customers on their account options and ensuring transparency in charges and payments.
  • Facilitating the setup of interest-free payment plans for eligible devices, ensuring compliance with company policies.
  • Providing tailored solutions for customers traveling internationally by offering the most suitable plans and features.
  • Troubleshooting technical and service-related issues to ensure seamless customer experiences.
  • Proactively identifying customer needs and offering value-added services to enhance their overall satisfaction.
  • Maintaining detailed and accurate records of customer interactions, transactions, and resolutions.

Lead Generation Specialist

Industry:

Computer / Information Technology (Software)

Employment Period:

April 2022 to May 2023 (13 Months)

Duties and Responsibilities:

  • Conduct outbound calls to potential clients to introduce the company, its services, and value propositions.
  • Engage prospects in meaningful conversations to understand their needs, challenges, and business goals.
  • Qualify leads by asking targeted questions to assess their suitability for the company's services.
  • Schedule appointments with senior specialists for qualified prospects, ensuring a seamless transition.
  • Maintain and update the customer relationship management (CRM) system with accurate and relevant client information.
  • Conduct market research to identify new business opportunities and expand the contact database.
  • Proactively follow up with leads to nurture relationships and increase conversion rates.

Outbound Sales Representative and Client Success Manager

Industry:

Computer / Information Technology (Software)

Employment Period:

May 2023 to February 2025 (21 Months)

Duties and Responsibilities:

  • Conducts discovery calls to qualify prospects
  • Calling, emailing and connecting potential client to introduce the company update CRM, schedule appointments, leads nurturing
  • CRM & tools used : Hubspot, Go High Level , Zoominfo , Google Meet , Slack
  • Assist clients with issues they are having with the software through email or chat CRM used: Freshdesk Marketing Associate Assist team in creating social media ds such as FB, Youtube, IG and more. Also creates newsletter for any update and fixes.
  • CRM & tools used : Canva, Capcut , Youtube, GHL, Loomvideo

Business Development Representative (Part-Time)

Industry:

Entertainment / Media

Employment Period:

April 2024 to February 2025 (10 Months)

Duties and Responsibilities:

  • Conduct in-depth lead research to identify and compile targeted prospect lists.
  • Utilize multiple lead sourcing tools, including GoHighLevel (GHL), Apollo, SendPotion, Instantly, and others to enhance outreach efforts.
  • Perform outbound prospecting through email, social media (Facebook, LinkedIn), and cold calling to generate new business opportunities.
  • Craft personalized and engaging outreach messages to increase response rates and conversion.
  • Manage and optimize automated outreach sequences while ensuring compliance with best practices.
  • Schedule and coordinate discovery calls between potential clients and sales representatives.
  • Maintain an organized CRM system by accurately logging interactions and tracking lead status.
  • Monitor and analyze campaign performance, adjusting strategies for continuous improvement.
  • Collaborate with the sales and marketing teams to refine outreach approaches and enhance lead quality.
  • Stay updated on industry trends, competitor strategies, and emerging outreach tools to improve efficiency.

Lead Generation Specialist

Industry:

Consulting (Business & Management)

Employment Period:

July 2023 to January 2024 (6 Months)

Duties and Responsibilities:

  • Proactively reach out to potential clients via phone calls to introduce the company’s financial products and assess their interest in loan services.
  • Conduct thorough research to update and maintain accurate customer details, ensuring our database reflects the most up-to-date information.
  • Utilize and manage HubSpot CRM to log interactions, track leads, and update client records efficiently.
  • Identify client needs and provide initial information about loan products, guiding them through the application process as necessary.

Education History

Field of Study:

Education/Teaching/Training

Major:

Technical Teachers Education

Graduation Date:

April 14, 2014

Located In:

Philippines

License and Certification: :

N/A


Skills

ADVANCED ★★★

    Customer Service, Communication Skills, Outbound Appointment Setting, Outbound Sales,

INTERMEDIATE ★★

    Technical SupportLead GenerationB2B Marketing

Work at Home Capabilities:

  • Internet Bandwidth: Greater than 100mbps
  • Working Environment: Private Room
  • Speed Test Result: https://www.speedtest.net/result/17395398584
  • Internet Type: Fiber
  • Hardware Type: Desktop
  • Brand Name: Lenovo
  • Processor: Intel(R) Core(TM) i7-4790
  • Operating System: Windows 11

All-inclusive Rate: USD $7.22/hr

Maria

Candidate ID: 437441


ADVANCED

    Technical Support, Sales, Customer Service, Virtual Assistant Skills...

INTERMEDIATE

    Lead Generation, Technical Support, Xero...

Employment Preferences

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

*Plus GST for Australian Businesses

Part Time: $USD 7.02 per hour or $USD 608.71 per month

Remote Staff Recruiter Comments

  • Ria has been working for almost 15 years as a Customer Service Representative, Technical Support, Telemarketer, Virtual Assistant, Appointment Setter, and  Executive Service Specialist within the BPO industry.
  • She is knowledgeable in doing tasks:
    • Customer Handling
    • Technical Support
    • Phone Support
    • Selling Product
    • Marketing Research
    • Calendar Management
    • Email Management
    • Data Mining
    • Lead Generation
    • Data Entry
    • Customer Satisfaction
  • She is adept at using tools like:
    • Salesforce
    • Vodafone
    • Avaya
    • Microsoft Office
    • RingCentral
    • Google Application
    • Xero
    • Slack
    • Zoom
  • She can start immediately. For any full-time position.


Predictive Index Behavioral Profile- Collaborator

Strongest Behaviors
  • Socially-focused, naturally empathizes with people, easily seeing their point of view or understanding their emotions. Positive, non-threatening communication.
  • Teaches and shares; often working collaboratively with others to help in any capacity.
  • Accommodating; most comfortable working with others, often puts team/company goals before personal goals. Promotes teamwork by actively sharing authority.

Behavioral Summary

Maria Fatima is a warm, informal, outgoing, and congenial person who gets along comfortably with most people, meets new people easily and enjoys doing so, and works as well in group situations as well as one-on-one. A persistent, eager helper; has the kind of comfort with intangibles required to do work requiring an intuitive understanding of others’ viewpoints and feelings.

This individual is able to reach and stimulate others while being aware of and sympathetically interested in their needs. Unselfish and derives satisfaction from doing things for other people and being liked and appreciated by them for doing so.


Employment History

CUSTOMER SERVICE REPRESENTATIVE

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

January 2008 to June 2014 (77 Months)

Duties and Responsibilities:

  • Campaign: US eCommerce
  • Inbound Calls as a Customer Service Agent.
  • Tracking Packages for the Customer.
  • Refunds and Replacements.
  • Basic Troubleshooting

CUSTOMER SERVICE REPRESENTATIVE

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

February 2015 to January 2016 (11 Months)

Duties and Responsibilities:

  • Campaign: Telecommunication
  • Inbound Calls as Customer Service Agent.
  • Processing Refunds/Promo.
  • Activations of Prepaid cards.
  • Take care of T Mobile Customer Accounts, Coverage, Deals and Devices.
  • Basic Mobile and Network Troubleshooting

TECHNICAL SUPPORT REPRESENTATIVE

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

February 2015 to January 2017 (23 Months)

Duties and Responsibilities:

  • Inbound Calls as Customer Service Agent.
  • Basic Troubleshooting of Microsoft Surface Devices.
  • Microsoft Surface Replacement.

TELEMARKETER

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

February 2016 to August 2016 (6 Months)

Duties and Responsibilities:

  • Outbound Sales: selling products to help Bowel Cancer Australia - Charity.

OUTBOUND SALES

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

February 2017 to January 2018 (11 Months)

Duties and Responsibilities:

  • Marketing Research
  • Outbound Calls for Marketing Purposes
  • Agile CRM: storing and updating client’s profile
  • Inbound Calls as Customer Service Agent.
  • Inbound Calls for booking purposes.
  • Manage Client’s Calendar (Schedules)
  • Manage Client’s Email
  • Manage the Business Facebook Account.
  • Using Xero for invoice purposes.
  • Using Excel applications.
  • Using x-lite
  • Using Stripe application for receiving payments.
  • Using Slack Application.

APPOINTMENT SETTER

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

May 2018 to January 2020 (20 Months)

Duties and Responsibilities:

  • Marketing Research/ Data Mining
  • Outbound calls for appointments.
  • Lead Generation.
  • Using Gold Mine CRM: Client’s profile
  • Using Excel applications.

EXECUTIVE SERVICES SPECIALIST I

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

March 2021 to April 2021 (1 Months)

Duties and Responsibilities:

  • Lead Generation.
  • Using Excel applications.
  • Outbound calls for appointments.

CUSTOMER SERVICE REPRESENTATIVE

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

December 2020 to March 2022 (14 Months)

Duties and Responsibilities:

  • Inbound calls
  • Outbound calls
  • Order Management
  • Email Support
  • Chat Support
  • Tech Support
  • Sales Support

Education History

Field of Study:

Education/Teaching/Training

Major:

English

Graduation Date:

January 1, 1992

Located In:

Philippines

License and Certification: :

N/A


Skills

ADVANCED ★★★

    Technical Support, Sales, Customer Service, Virtual Assistant Skills, Telemarketing,

INTERMEDIATE ★★

    Lead GenerationTechnical SupportXero

Work at Home Capabilities:

  • Internet Bandwidth: 15 Mbps
  • Working Environment: Private Room
  • Speed Test Result: Download:44.02 Upload: 1.00
  • Internet Type: Fiber
  • Hardware Type: Desktop
  • Brand Name: AMD
  • Processor: Ryzen 3 2200G
  • Operating System: Windows 10

All-inclusive Rate: USD $9.21/hr

Michelle

Candidate ID: 431983


ADVANCED

    Social Media Management, Community development, Social Media Marketing, Social Media...

INTERMEDIATE

    Executive Assistance, Operations Management, People Management...

Employment Preferences

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

*Plus GST for Australian Businesses

Part Time: $USD 9.21 per hour or $USD 798.14 per month

Full Time: $USD 9.21 per hour or $USD 1596.28 per month

Remote Staff Recruiter Comments

Michelle Bernice Garcia has a robust background in social media management and marketing, with significant experience in project management, graphic design, and administrative tasks. Her proficiency with various tools and readiness to start immediately make her a strong candidate for roles in marketing and social media management.

Evaluation Comments:

  • Michelle has a diverse background in social media management, tech support, and tutorial services.

  • She has experience in multiple industries and is capable of handling a wide range of tasks from community management to video editing.

  • She is knowledgeable in various tools and is ready to start immediately.

Key Strengths:

  • Social Media Management: Advanced skills in managing and marketing on social media platforms.

  • Project Management: Proficient in planning, executing, and managing projects.

  • Graphic Design: Skilled in creating visual content for various platforms.

  • Administrative Support: Strong administrative skills including appointment setting and general admin tasks.

  • Training and Development: Experienced in coaching and training.

Technical Expertise:

  • Tools: Canva, Google Suite, MS Apps, Vegas Pro, Adobe Premiere, Asana, Trello, Buffer, Hootsuite, ClickUp

Strongest behaviors:

Proactivity, assertiveness, and sense of urgency in driving to reach personal goals. Openly challenges the world.

Independent in putting forth their own ideas, which are often innovative and, if implemented, cause change. Resourcefully works through or around anything blocking completion of what they want to accomplish; aggressive when challenged.

Summary:

Michelle Bernice is a confident, independent self-starter with competitive drive, initiative, a sense of urgency, and the ability to make decisions and take responsibility for them. Can react and adjust quickly to changing conditions and come up with ideas for dealing with them.

Her drive is purposeful, directed at getting things done quickly. She is an individual who responds positively and actively to challenges and pressure, and has confidence in their own ability to handle novel problems and people. An outgoing, poised person, a lively and enthusiastic communicator, tending to be a little more authoritative than persuasive in style. Talks briskly, with assurance and conviction and is a stimulating influence on others, while being firm, direct, and self-assured in dealing with them.

  • Bernz started her professional career in tutorial services in 2008.
  • She also had her career as a tech support in Xbox in a BPO set-up.
  • She then ventured into social media management and marketing for 4 years. She has worked with several industries on telecommunication, BPO and hospitality.
  • She is able to perform the following tasks:
    • Community Management
    • Social Media Management
    • Social Media Marketing
    • Graphic Design
    • Email Marketing
    • Project Management
    • Video Editing
    • Appointment Setting
    • Admin Tasks
  • She is knowledgeable on the following tools:
    • Canva
    • Google Suite
    • MS Apps
    • Vegas Pro
    • Adobe Premiere
    • Asana
    • Trello
    • Buffer
    • Hootsuit
    • ClickUp
  • She is ready to start immediately.

Employment History

Executive Virtual Assistant C-Level

Industry:

Hotel / Hospitality

Employment Period:

July 2021 to May 2023 (22 Months)

Duties and Responsibilities:

  • Built and managed SOPs, dashboards, and meeting rhythms, improving delivery consistency by 30%+ Supported strategic planning and KPI tracking to align initiatives with the company vision Implemented automation systems that reduced manual workload by 40% Served as the “Integrator” bridging creativity, leadership, and execution for sustainable growth

Project Manager / Marketing Manager

Industry:

Food & Beverage / Catering / Restaurant

Employment Period:

January 2019 to November 2020 (22 Months)

Duties and Responsibilities:

  • Increased engagement and reach through structured content planning and analytics reporting
  • Collaborated with leadership to align marketing metrics with business KPIs
  • Designed content systems that supported visibility and community culture
  • Mentored team members on marketing workflows and aligned communication

Appointment Setter

Industry:

Consulting (Business & Management)

Employment Period:

February 2015 to May 2016 (15 Months)

Duties and Responsibilities:

  • I field basic questions and concerns about the products and services.
  • I schedule consultations between the prospective client and a Sales Representative.
  • I keep a detailed log of calls, including those which were not answered.
  • I attempt to contact prospective clients who you have been unable to contact.

Social Media Specialist

Industry:

Entertainment / Media

Employment Period:

August 2018 to June 2019 (9 Months)

Duties and Responsibilities:

  • I use posts, comments, and replies to engage with their audience and develop a relatable company voice.
  • I also delegate content creation tasks to other staff and study which aspects of their campaigns result in the highest engagement and conversions.
  • I also monitor online posts that mention the company to mediate the impact of negative reviews and share positive testimonials with their current following to strengthen customer relationships.
  • In my writing experience, content curation is always favorable because I love creating projects that give positive, inspiring stories.

General Virtual Assistant

Industry:

Human Resources Management / Consulting

Employment Period:

January 2018 to September 2018 (8 Months)

Duties and Responsibilities:

  • I screen all visitors and determine what level of support they need while offering polite, professional customer service.
  • I manage my client's daily calendar, including scheduling meetings, confirming appointments, writing itineraries, and arranging transportation.
  • I train other administrative staff on company policies and marketing practices.
  • I also tapped my marketing skills as a social media manager and community builder.

Executive Assistant

Industry:

Advertising / Marketing / Promotion / PR

Employment Period:

October 2018 to June 2019 (7 Months)

Duties and Responsibilities:

  • My job as a general virtual assistant developed into an executive assistant.
  • I screen all visitors and determine what level of support they need while offering polite, professional customer service.
  • I manage my client's daily calendar, including scheduling meetings, confirming appointments, writing itineraries, and arranging transportation.
  • I train other administrative staff on company policies and marketing practices.
  • I also tapped my marketing skills as a social media manager and community builder.
  • I use posts, comments, and replies to engage with their audience and develop a relatable company voice.
  • I also delegate content creation tasks to other staff and study which aspects of their campaigns result in the highest engagement and conversions.
  • I also monitor online posts that mention the company to mediate the impact of negative reviews and share positive testimonials with their current following to strengthen customer relationships.
  • In my writing experience, content curation is always favorable because I love creating projects that give positive, inspiring stories.

Education Strategist

Industry:

Education

Employment Period:

January 2018 to October 2021 (45 Months)

Duties and Responsibilities:

  • Increased participant engagement through structured feedback and accountability systems
  • Managed instructors and operations support for seamless program execution
  • Created internal resources and workflows to simplify curriculum delivery and tracking
  • Fostered strong communication and connection among students, faculty, and leadership

Education History

Field of Study:

Agriculture/Aquaculture/Forestry

Major:

Forestry and Natural Resources Governance

Graduation Date:

October 22, 2005

Located In:

Philippines

License and Certification: :

  • International Homeschool Speaker 2018, 2019
  • CEO, Founder of STPH
  • Co-Found


Skills

ADVANCED ★★★

    Social Media Management, Community development, Social Media Marketing, Social Media, Graphic Design, Facebook Ads, Administrative Skills, Administrative Support, Project Management, Project Planning, Project Support, Training and Development, Coaching, Speaking Skills, Marketing,

INTERMEDIATE ★★

    Executive AssistanceOperations ManagementPeople Management

Work at Home Capabilities:

  • Internet Bandwidth: Greater than 100mbps
  • Working Environment: Private Room
  • Speed Test Result: https://www.speedtest.net/my-result/d/588d8328-9045-43d0-b35d-ae6b51a9fb91
  • Internet Type: Fiber
  • Hardware Type: Laptop
  • Brand Name: Asus
  • Processor: Ryzen 7
  • Operating System: Windows 11

All-inclusive Rate: USD $7.02/hr

Mnemosyne

Candidate ID: 429690


ADVANCED

    Customer Handling, Customer Experience, Administrative Support, Phone Support...

INTERMEDIATE

    Sales, Spreadsheets, Email Handling, Microsoft Outlook...

Employment Preferences

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

*Plus GST for Australian Businesses

Part Time: $USD 7.02 per hour or $USD 608.71 per month

Full Time: $USD 7.02 per hour or $USD 1217.43 per month

Remote Staff Recruiter Comments

Nems worked in the BPO for 10 years and started her career in the virtual assistance 1 and a half years ago.

She is proficient in supporting the following:
  • Outbound B2B sales
  • Appointment setting
  • After sales
  • Admin assistance
  • Loan processing
  • Tutoring
  • Order processing and verification
  • Basic troubleshooting
  • Customer support
She is exposed to the following tools/applications:
  • Grasshopper
  • Google Suite
  • DocHub
  • Slack
She was a sales representative for 3 years for a B2B account, where she offered software and hardware. 

She holds a degree in Mass Communication.
She can start immediately.
She prefers day shift, but is willing to do the night shift as well.

Predictive Index Behavioral Profile - Adapter

Strongest Behavior
  • Patient, stable, and consistent; does things generally systematically and is not inclined to change these systems. Dependable, relatively consistent and works best in familiar environments, with familiar people.
  • Tolerant, easy-going, and uncritical in getting along with others. A focused listener.
  • Works steadily at an even pace; most productive with fewer interruptions.
Behavioral Summary

Mnemosyne is likely equipped with a diverse behavioral range that provides adaptation from one situation to the next. They may desire to take the lead on a project but are also comfortable accommodating the desires of others and allowing others to assume control – provided the task gets executed correctly.

In most circumstances, she 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, their behavior may come across as challenging the status quo, and at times, they are comfortable following the rules.


 

Employment History

Phone Banker

Industry:

Banking / Financial Services

Employment Period:

February 2014 to August 2016 (30 Months)

Duties and Responsibilities:

  • Verify customers daily bank transactions.
  • Provided assistance in filing fraud claims on their account.
  • Handled 50-60 calls a day gave customer excellent resolution
  • A constant top 10 CSAT achiever

Sales Representative

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

October 2016 to September 2019 (35 Months)

Duties and Responsibilities:

  • Managed emails in a timely manner
  • Processed orders accurately and skyrocketed their sales
  • Outbound calls to dormant clients to do business with the company again

English Tutor

Industry:

Education

Employment Period:

November 2019 to January 2022 (25 Months)

Duties and Responsibilities:

  • Teaching Japanese students the English language

Administrative Assistant/Collections Specialist

Industry:

Property / Real Estate

Employment Period:

August 2020 to October 2020 (2 Months)

Duties and Responsibilities:

  • Process rental collections on the property
  • Doing outbound calls to tenants for rental payment updates
  • Process lease renewals and expiration
  • Making calls and set up accounts for the rental properties with the utility companies
  • Process work orders for unit repairs
  • Answer phone calls for all other concerns

Administrative Assistant / Loans Processing and Escrow Assistant

Industry:

Banking / Financial Services

Employment Period:

November 2020 to April 2022 (17 Months)

Duties and Responsibilities:

  • Provides excellent Administrative Assistant / Loans Processing Assistant/ Escrow Assistant, ensure validity of borrower's information.
  • Process verification of employment
  • Request evidence of insurance and updating of master insurance
  • Doing outbound calls to borrower's company for validation of information
  • Requesting verification of account through borrower's bank • filing of documents and sending it for verification
  • Doing outbound calls for follow up with the documents
  • Merging of documents into 1 file
  • Request titles, payoffs, and escrow conditions

Inside Sales Agent

Industry:

Property / Real Estate

Employment Period:

June 2022 to July 2022 (1 Months)

Duties and Responsibilities:

  • Call out leads from CRM
  • Set appointment for Real Estate Agents
  • Answer emails and text messages inquiry and concerns

Administrative Assistant / Social Media Assistant

Industry:

Property / Real Estate

Employment Period:

August 2022 to January 2023 (5 Months)

Duties and Responsibilities:

  • Worked as an Admin Assistant for a brokerage company
  • Interacts with social media platform like Facebook and Instagram, answering comments and messages
  • Create email templates for emails and text messages for agents
  • Creates promotional emails
  • Creates designs for agents celebrations like birthdays, anniversaries and home anniversaries using basic Canva
  • Onboarding new agents
  • Data encoding
  • Call out leads and agents for appointments and seminars
  • Receiving phone calls
  • Record agents data and sales

Administrative Assistant/ Sales Representative

Industry:

Banking / Financial Services

Employment Period:

February 2023 to July 2023 (5 Months)

Duties and Responsibilities:

  • Worked as an Admin Assistant / Sales for a Credit repair company
  • Incharge of social media functions like posting promotional campaigns and inteactions
  • Create promotional emails and text messages to clients and leads
  • Data encoding
  • Answer phone calls
  • Interview applicants for office position
  • Answer phone queries about due dates/ services status and updates

Processor

Industry:

Insurance

Employment Period:

September 2023 to May 2024 (8 Months)

Duties and Responsibilities:

  • Process insurance application for nursing facility patients to cover their stay in the facility.

Education History

Field of Study:

Mass Communications

Major:

Graduation Date:

April 2, 2005

Located In:

Philippines

License and Certification: :

N/A


Skills

ADVANCED ★★★

    Customer HandlingCustomer ExperienceAdministrative SupportPhone Support

INTERMEDIATE ★★

    SalesSpreadsheetsEmail HandlingMicrosoft Outlook

Work at Home Capabilities:

  • Internet Bandwidth: Greater than 100mbps
  • Working Environment: Private Room
  • Speed Test Result: https://www.speedtest.net/result/12564129950
  • Internet Type: Fiber
  • Hardware Type: Laptop
  • Brand Name: Acer Nitro
  • Processor: Nitro
  • Operating System: Windows 11

All-inclusive Rate: USD $9.21/hr

Emilynn

Candidate ID: 428698


ADVANCED

    Appointment Setting, Inbound Calls, Customer Service, Sales...

INTERMEDIATE

    Technical Support, Chat Support, Email Support...

Employment Preferences

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

*Plus GST for Australian Businesses

Part Time: $USD 9.11 per hour or $USD 789.53 per month

Full Time: $USD 9.21 per hour or $USD 1596.28 per month

Remote Staff Recruiter Comments

  • xperience: Emilynn has 12 years of customer service experience (since 2012), including remote work and handling Australian clients. She has managed billing inquiries, escalations, and challenging customers and previously worked as an executive assistant. Her approach emphasizes first-call resolution, ensuring customer satisfaction while minimizing callbacks.
  • Software Proficiency She is proficient in handling calls, emails, and client management and has experience with Google SMS and various CRM tools. However. She does not have experience with Mailchimp but is willing to research and learn.
  • Specialization Emilynn specializes in customer engagement, conflict resolution, and account management. She has worked with utility campaigns for Australian clients and understands the importance of negotiating scheduling conflicts, adjusting bookings, and ensuring accurate information delivery to improve customer satisfaction.
  • Home Office Setup: She has a strong remote work setup with a desktop PC (Intel i7 processor), dual monitors, and a stable internet connection (Converge, 78-100 Mbps). She is fully equipped for remote work and comfortable using multiple communication and support tools.
  • Current Status: She is a mother of three and is currently available for work, having last been employed in May 2024 in a remote position.

Predictive Index Behavioral Profile - Individualist

Strongest Behaviors
  • Assertive drive to accomplish personal goals by working around or through roadblocks. Communicates directly and to the point.
  • Relative persistence as goals are pursued; keeps at it even when problems pop up. Steady, slower to change.
  • Focused; can concentrate on the task at hand for long periods. Quickly notices and understands technical matters more than social ones. Consistent and patiently thoughtful.
Behavioral Summary
Emilynn Fe 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. 

 

Employment History

Appointment Setter

Industry:

Healthcare / Medical

Employment Period:

April 2021 to October 2023 (29 Months)

Duties and Responsibilities:

  • Ensure each prospective client and potential customer has a positive experience with our company
  • Take the initiative to learn about the company and grow within the role
  • Prioritize which appointments take priority over others to maximize revenue
  • Field incoming phone calls and convert 50% or more to appointments
  • Develop and distribute reports of each day’s appointments
  • Use Microsoft Office suite to manage various aspects of the job
  • Demonstrate a pleasant disposition with each prospect
  • Properly explain the products and services to prospective customers when making appointments
  • Complete required call sheets at the end of each day

CSR

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

August 2021 to December 2022 (16 Months)

Duties and Responsibilities:

  • Maintains customer relationship by responding to inquiries; documenting actions.
  • Prepares for customer inquiries by studying products, services, and customer service processes.
  • Responds to customer inquiries by understanding inquiry; reviewing previous inquiries and responses; gathering and researching information; assembling and forwarding information; verifying customer’s understanding of information and answer.
  • Records customer inquiries by documenting inquiry and response in customers’ accounts.
  • Improves quality service by recommending improved processes; identifying new product and service applications.
  • Updates job knowledge by participating in educational opportunities.
  • Accomplishes customer service and organization mission by completing related results as needed.

Customer Service Associate

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

October 2012 to November 2013 (13 Months)

Duties and Responsibilities:

  • Build positive relationships by going above and beyond with customer service, ensuring that all questions, cancellations, and confirmations are handled appropriately
  • Identify opportunities for driving sales and revenue of the company’s existing product suite, and seize opportunities to upsell when appropriate
  • Meet daily qualitative and quantitative targets for yourself and your team, and achieve all objectives for service, productivity, and quality
  • Create and maintain record of daily problems and remedial actions taken, using call-center database

Customer Service Associate

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

November 2013 to August 2018 (56 Months)

Duties and Responsibilities:

  • Providing introductory information to new customers
  • Ensuring that customers are satisfied with products or services
  • Following up with clients or customers to check that they’re still satisfied with any purchases
  • Letting customers or clients know about additional products or services
  • Determining the quickest, most effective ways to answer a client’s or customer’s questions
  • Escalating queries and concerns
  • Troubleshooting common issues with a product or service
  • Working with a team of CSRs and other departments to find appropriate solutions

Customer Service Associate

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

October 2018 to February 2020 (16 Months)

Duties and Responsibilities:

  • Serves customers by providing product and service information and resolving product and service problems.
  • Attracts potential customers by answering product and service questions and suggesting information about other products and services.
  • Opens customer accounts by recording account information.
  • Maintains customer records by updating account information.
  • Resolves product or service problems by clarifying the customer’s complaint, determining the cause of the problem, selecting and explaining the best solution to solve the problem, expediting correction or adjustment, and following up to ensure resolution.
  • Maintains financial accounts by processing customer adjustments.
  • Recommends potential products or services to management by collecting customer information and analyzing customer needs.
  • Prepares product or service reports by collecting and analyzing customer information.
  • Contributes to team effort by accomplishing related results as needed.

Executive Assistant

Industry:

Healthcare / Medical

Employment Period:

May 2023 to May 2024 (12 Months)

Duties and Responsibilities:

Managing Clients Appointment / Data Entry Work / Check on her Schedule

Education History

Field of Study:

Food Technology/Nutrition/Dietetics

Major:

Nutrition and Dietetics

Graduation Date:

March 18, 2011

Located In:

Philippines

License and Certification: :

N/A


Skills

ADVANCED ★★★

    Appointment Setting, Inbound Calls, Customer Service, Sales,

INTERMEDIATE ★★

    Technical SupportChat SupportEmail Support

Work at Home Capabilities:

  • Internet Bandwidth: Between 5mbps to 100mbps
  • Working Environment: Private Room
  • Speed Test Result: Download: 28.78, Upload: 59.35
  • Internet Type: Fiber
  • Hardware Type: Desktop
  • Brand Name: HP
  • Processor: Core i3a
  • Operating System: Windows 10

All-inclusive Rate: USD $6.73/hr

Levilyn

Candidate ID: 422857


ADVANCED

    Customer Service, Administrative Support, Retention, Account Validation...

INTERMEDIATE

    Microsoft Office, CRM, Google Apps, Team Management...

Employment Preferences

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

*Plus GST for Australian Businesses

Part Time: $USD 7.02 per hour or $USD 608.71 per month

Full Time: $USD 6.73 per hour or $USD 1165.77 per month

Remote Staff Recruiter Comments

  • Levi has over eight years of experience in customer service and one year of experience as an appointment setter Worked for a BPO company providing support to US-based customers having issues with their internet service
  • Promoted as team lead where she managed a team of fifteen customer service agents Conducted coaching, assessments, and feedback to team members Handled escalation calls transferred from level one agents She also worked as an in-house customer service representative for a US-based bank Assisted customers with their credit card applications and provided updates on the status of the application At her most recent job, she was an appointment setter for an insurance and forms management system company in the US
  • Contacted dental clinics offering product demos Send out product details and materials to interested prospects  Schedule interested leads/prospects with the sales team for a product demo
  • She is open to both part-time and full-time positions and is available to start immediately
Predictive Index Behavioral Profile - Collaborator

Strongest Behavior
  • Relative persistence as goals are pursued; keeps at it even when problems pop up. Steady, slower to change.
  • Somewhat casual with rules. More focused on the goal than how to get there; delegates some of the implementation details.
  • Generally takes each day as it comes, greeting it with few worries and relaxed demeanor, particularly if there’s some predictability involved.
Behavioral Summary

Levilyn is a warm, informal, outgoing, and congenial person who gets along comfortably with most people, meets new people easily and enjoys doing so, and works as well in group situations as well as one-on-one. A persistent, eager helper; has the kind of comfort with intangibles required to do work requiring an intuitive understanding of others’ viewpoints and feelings.

She is able to reach and stimulate others while being aware of and sympathetically interested in their needs. Unselfish and derives satisfaction from doing things for other people and being liked and appreciated by them for doing so.


 

Employment History

Engagement Specialist

Industry:

Human Resources Management / Consulting

Employment Period:

July 2021 to February 2024 (30 Months)

Duties and Responsibilities:

  • Reaching out to prospect dental offices for Demo and possible Sale.
  • Updating database with new information.
  • Gathering important information needed on client's demo.
  • Sending emails to prospect clients and following up on their schedules.

Customer Service Representative II

Industry:

Banking / Financial Services

Employment Period:

September 2017 to December 2020 (39 Months)

Duties and Responsibilities:

  • Assisting customers on their credit card application.
  • Providing status of the credit card application.
  • Analyzing application for possible re-evaluation.

Account Supervisor

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

April 2013 to April 2017 (48 Months)

Duties and Responsibilities:

  • Leads and manages the team to provide optimal execution of call center operations activities
  • Conducts performance management activities for team members supervised. Conducts timely planning, assessment, and feedback meetings as stipulated in the company's performance cycle.
  • Handles escalation calls from CSR's as, exercising discernment on whether or not individuals are capable of handling complex customer calls.
  • Prepares reports on top and bottom performers and cross-checks this with overall metrics for the account/program.
  • Brainstorms with fellow Team Leaders and the Operations Manager to discuss various issues/problems faced by their respective teams Customer Care

Customer Service Representative

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

January 2011 to April 2013 (26 Months)

Duties and Responsibilities:

  • Taking inbound call, assisting customer with their billing, basic technical issue, and ordering.
  • Passing KPI such as AHT, CSAT, Sales, NPS following company standard quality.
  • Performing critical thinking to resolve customer's reason for calling.

Education History

Field of Study:

Education/Teaching/Training

Major:

Business Teacher Education

Graduation Date:

May 4, 2007

Located In:

Philippines

License and Certification: :

N/A


Skills

ADVANCED ★★★

    Customer Service, Administrative Support, Retention, Account Validation, Customer Handling, Appointment Setting, Outbound Appointment Setting, Inbound Calls,

INTERMEDIATE ★★

    Microsoft Office, CRMGoogle AppsTeam ManagementTraining and DevelopmentOutbound Sales

Work at Home Capabilities:

  • Internet Bandwidth: 25 Mbps
  • Working Environment: Private Room
  • Speed Test Result: Download: 17.95, Upload: 36.88
  • Internet Type: Fiber
  • Hardware Type: Laptop
  • Brand Name: HP
  • Processor: Intel Core i5-4300M
  • Operating System: Windows 10

All-inclusive Rate: USD $15.67/hr

Prince

Candidate ID: 422834


ADVANCED

    Appointment Setting, Lead Generation, Outbound Calling, Cold Calling...

INTERMEDIATE

    Email management, Calendar Management, Time Management, Web Service Development...

Employment Preferences

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

*Plus GST for Australian Businesses

Part Time: $USD 13.68 per hour or $USD 1185.60 per month

Remote Staff Recruiter Comments

  • Prince Nel has more than 10 years of work experience in various fields. He worked in several BPOs, Sales and Recruitment Industries. Prince is proficient in the following skills:
    • B2B
    • Customer Support
    • Inbound and Outbound Sales
    • Lead Generation
    • Appointment Setting
    • Recruitment
    • Boolean Search
  • He is using the following tools:
    • Seamless.io
    • MS Dynamics
    • CRM
    • Sales Force
    • Zoom info
  • He can start ASAP for any part-time position.
 

Predictive Index Behavioral Profile - Altruist

predictiveindex.com/reference-profile/altruist/

Strongest Behaviors

  • Drive to protect the company against risk by doing things in general accordance with established standards.
  • Careful; usually follows a plan to avoid making mistakes. Generally has proof to support decisions before taking action.
  • Detail-oriented and helpful; works comfortably as part of a team and often checks work.
  • Relatively quick in connecting to others; reasonably open and sharing. Builds and leverages relationships to get work done.
Behavioral Summary

Unassuming, unselfish and has a genuine interest in other people and a strong, intuitive understanding of them. Outgoing and friendly, they enjoy working with others and is lively, warm company.

A pleasant and extraverted person, Prince Nel is an effective communicator, able to stimulate and motivate others while being aware of and responsive to their needs and concerns. Their congenial personality and friendly, interested attitude make them readily approachable. Prince Nel gets along easily with a wide variety of people.


Employment History

Sales Representative

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

September 2013 to May 2014 (8 Months)

Duties and Responsibilities:

  • Answered Inbound Calls and booked hotel, flight, and car reservations

Customer Service Representative

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

September 2013 to May 2014 (8 Months)

Duties and Responsibilities:

  • Responsible for assisting customers in processing their payment and sending them their ebill
  • Assisted Customers with refund requests when needed and escalated disputes in their bill to my Manager or team lead
  • Upsell customers with our plans that fit their monthly usage and budget
  • Educate customers regarding their usage and the charges in their bill
  • Assisted customers in troubleshooting their handsets
  • Created Job Orders for Internet service connections for Boutique businesses in Australia.

Tech Support Representative

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

May 2014 to January 2015 (8 Months)

Duties and Responsibilities:

  • Responsible for addressing and troubleshooting customers' concerns with their Windows PC/Laptop
  • Assisted customers in updating their Windows Software
  • Identified and reported bugs from the Windows software update to Microsoft Software Engineers
  • I contributed 90% Customer Satisfaction Rate consistently  to our team

Tech Support Representative

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

February 2015 to October 2016 (20 Months)

Duties and Responsibilities:

  • Responsible for addressing and troubleshooting customers' concerns with their Play Store account
  • Assisted customers with refund requests and account recovery when needed
  • Identified and reported bugs from the Play Store App to the play store developer.
  • I contributed 90% Customer Satisfaction Rate consistently  in our team.

Manager, Acquisitions and Partnerships

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

July 2021 to August 2021 (1 Months)

Duties and Responsibilities:

  • Responsible for Account Management and Client Engagement
  • Developed and implemented more strategic and measurable department KPIs
  • Responsible for lead generation
  • Managed and mentored team of 10 full-time sales representative

Executive Recruiter

Industry:

Human Resources Management / Consulting

Employment Period:

July 2021 to October 2022 (14 Months)

Duties and Responsibilities:

  • Responsible for sourcing, screening, verifying, and reference checking candidates from Senior Level to Support roles in the IT, Public Accounting and Supply Chain field
  • Reach out to passive candidates and schedule Interviews with my Managing Director or Sr. Recruiter.
  • Served as a liaison between Sales and Recruitment
  • Conduct Interviews for Sr. Level Executive and Support roles
  • Do write ups for candidates and submit them to the client
  • Shortlist candidates and Input them in the CRM

Project Manager, Sales and Marketing

Industry:

Retail / Merchandise

Employment Period:

December 2016 to December 2019 (36 Months)

Duties and Responsibilities:

  • Led and implemented Sales and Marketing Initiatives and projects
  • Responsible for Administrative task such as Record Keeping, Bookkeeping and Customer Relations Management
  • Served as a liaison between Sales, Marketing, Suppliers, Customers and Investors
  • Responsible for the entire project management cycle, from Initiating and planning to executing and closing the process
  • Negotiated and Purchased items from big box retailers
  • Responsible for web development and partnership with eCommerce platforms in the Philippines such as Lazada and Shopee.
  • Created strategic Proposal to potential investors

Executive Recruiter

Industry:

Human Resources Management / Consulting

Employment Period:

December 2020 to May 2021 (5 Months)

Duties and Responsibilities:

  • Responsible for sourcing, screening, verifying, and reference checking candidates from Senior Level to Support roles in the IT, Public Accounting and Supply Chain field
  • Reach out to passive candidates
  • Served as a liaison between Sales and Recruitment
  • Conduct Interviews for Senior Level Executive and Support roles
  • Do write-ups for candidates and submit them to the client
  • Shortlist candidates and Input them in the CRM

Sales Account Executive

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

February 2020 to June 2021 (16 Months)

Duties and Responsibilities:

  • Performed Outbound Sales, Appointment Setting, Lead Generation and Social Selling
  • Responsible for Account Management and Client Engagement
  • Updated and Input the Client information in the CRM
  • Conducted Discovery Call and send proposal to Qualified Clients
  • Conducted Research and Prospecting to find new clients and fill our sales pipeline.
  • Championed our services to clients and closed 5 accounts within 12 months.

Education History

Field of Study:

Finance/Accountancy/Banking

Major:

Accounting

Graduation Date:

October 30, 2011

Located In:

Philippines

License and Certification: :

In this course, I did immersion in full cycle accountin


Skills

ADVANCED ★★★

    Appointment Setting, Lead Generation, Outbound Calling, Cold Calling, LinkedIn Marketing, LinkedIn Lead Generation, Facebook Ads, Social Media Marketing, Facebook Marketing, Analytical Skills, Problem solving, Presentations, CRM, VoIP, Recruiting, Executive search, Project Planning, Consultative Selling, B2B Lead Generation, B2B Marketing, B2B Telemarketing, Sourcing, Managerial Skills,

INTERMEDIATE ★★

    Email managementCalendar ManagementTime ManagementWeb Service DevelopmentAdministration

Work at Home Capabilities:

  • Internet Bandwidth: Between 5mbps to 100mbps
  • Working Environment: Private Room
  • Speed Test Result: https://www.speedtest.net/result/15015444887
  • Internet Type: Fiber
  • Hardware Type: Laptop
  • Brand Name: System Model HP Laptop 15s-eq3xxx
  • Processor: AMD Ryzen 5 5625U with Radeon Graphics, 2301 Mhz, 6 Core(s), 12 Logical Processor(s)
  • Operating System: Windows 10

All-inclusive Rate: USD $7.32/hr

Michelle

Candidate ID: 419717


ADVANCED

    Microsoft Office, Google Apps, Phone Support...

INTERMEDIATE

    Administrative Support...

Employment Preferences

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

*Plus GST for Australian Businesses

Part Time: $USD 7.32 per hour or $USD 634.55 per month

Full Time: $USD 7.32 per hour or $USD 1269.09 per month

Remote Staff Recruiter Comments

  • Mitch has been employed by a local hospital for more than 20 years, serving in the position of a billing officer. She made the decision to start freelancing after the pandemic and worked in the real estate, educational, and manufacturing sectors, performing tasks like real estate virtual assistant, private ESL tutor, and accounting associate. She presently works as a part-time private ESL tutor with a flexible schedule and holds a bachelor's degree in accounting. She has an experience working for Russian, Japanese, Koreans, Indonesians and local clients.
  • She took online classes to develop her skills in Project Management, Social Media Management, Facebook and Instagram Advertising, and Basic Graphic Designing.
  • She was able to train a sales staff and generate 20% of the company's revenues for the previous year while she was employed by a real estate firm.
  • She was exposed to the following tasks:
    • General Admin
    • Bookkeeping
    • Billing
    • Invoicing
    • Customer Service
    • Digital Marketing
    • Social Media Management
    • Product listing
    • Appointment Setting
    • B2C marketing
    • Monitoring of Accounts Receivable
    • Data entry
    • Preparation of monthly reports
  • She is proficient in using tools such as Office 365, MS Tools, Google Apps, Canva, Pick Monkey, Vector, SAP, Hubspot, Headline Analyzer, Mailchimp, Chat GPT,  FB Ads Manager, Hootsuite, Trello, Grammarly and Quillbot.
  • She has a basic knowledge in Xero and QuickBooks. 
  • She can start ASAP, amendable working any shifts and open to any full-time or part-time role.
Predictive Index profile - Collaborator

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.
  • Unhurried and deliberate, stable and will do things using the established process; finds it difficult to change these systems. Dependable, consistent and needs familiar environments and coworkers to be most productive.
  • Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat".
Behavioral Summary

Michelle is a warm, informal, outgoing, and congenial person who gets along comfortably with most people, meets new people easily and enjoys doing so, and works as well in group situations as well as one-on-one. A persistent, eager helper; has the kind of comfort with intangibles required to do work requiring an intuitive understanding of others’ viewpoints and feelings.

This individual is able to reach and stimulate others while being aware of and sympathetically interested in their needs. Unselfish and derives satisfaction from doing things for other people and being liked and appreciated by them for doing so.


Employment History

Accounting Associate

Industry:

Manufacturing / Production

Employment Period:

December 2022 to April 2023 (4 Months)

Duties and Responsibilities:

  • Acceptance of Customer PO, Issuance of Invoices, packing List, and sales delivery notes. Maintenance of Receivable Account, Issuance of the dunning letter, and other Adhoc activities.

General VA

Industry:

Property / Real Estate

Employment Period:

April 2022 to March 2023 (11 Months)

Duties and Responsibilities:

  • Digital Marketing and Customer Relations Management.
  • Marketing campaign creation
  • Appointment setting
  • CRM Management

ESL Tutor

Industry:

Education

Employment Period:

February 2019 to September 2022 (43 Months)

Duties and Responsibilities:

  • Facilitates online learning for foreign students. Creates realia and lesson memo.

Billing Officer

Industry:

Healthcare / Medical

Employment Period:

March 2002 to June 2019 (207 Months)

Duties and Responsibilities:

  • Accepts payment from In and our patients, Summarizes daily cashier reports, Endorsement of charge invoices, and Coordinates with liaison officers for the prescribed Guarantee letter, Customer service, and other frontline services.

Bookkeeper

Industry:

Automobile / Automotive Ancillary / Vehicle

Employment Period:

May 2023 to July 2024 (13 Months)

Duties and Responsibilities:

  • Bookkeeping and Tax Compliance

Education History

Field of Study:

Finance/Accountancy/Banking

Major:

Accounting

Graduation Date:

April 22, 2000

Located In:

Philippines

License and Certification: :

N/A


Skills

ADVANCED ★★★

    Microsoft Office, Google Apps, Phone Support,

INTERMEDIATE ★★

    Administrative Support

Work at Home Capabilities:

  • Internet Bandwidth: Greater than 100mbps
  • Working Environment: Private Room
  • Speed Test Result: https://www.speedtest.net/th/result/15974819823
  • Internet Type: Fiber
  • Hardware Type: Desktop
  • Brand Name: Asus
  • Processor: Intel(R) Core (TM) i5-9400 CPU @2.90GHz 2.30
  • Operating System: Windows 10

All-inclusive Rate: USD $7.72/hr

Jamillah

Candidate ID: 399422


ADVANCED

    Customer Service, Customer Support, Appointment Setting, Outbound Appointment Setting...

INTERMEDIATE

    ...

Employment Preferences

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

*Plus GST for Australian Businesses

Part Time: $USD 5.73 per hour or $USD 496.78 per month

Remote Staff Recruiter Comments

  • Jamillah is experienced in both customer service and appointment setting roles
  • She worked for a BPO company providing support to customers in the United States
  • Answered inquiries from customers regarding their mobile plan as well as assist in billing concerns
  • Processed payments, account changes and orders
  • She also worked as an email support agent answering inquiries from clients via email
  • She also has experience as an appointment setter, contacting potential clients interested to sell their property and schedule them for a meeting with the client
  • She is open for part-time positions and is available to start 2-weeks after getting hired

Predictive Index Behavioral Profile - Operator

Strongest Behaviors:

  • Unhurried and deliberate, stable and will do things using the established process; finds it difficult to change these systems. Dependable, consistent and needs familiar environments and coworkers to be most productive.
  • Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat.”
  • Methodical, steady, and even-paced; loses productivity when interrupted.
Behavioral Summary:

Helpful, patient, and stable; works steadily and consistently. Respectful of established processes, standards, and policies, she will work within those standards to ensure repeated successes and high-quality results. Jamillah Zaara has the patience and tolerance required for routine work and can be relied on to do such work consistently and in a relaxed manner. Prefers having, and following, a well thought-out process to ensure success. If she is responsible for establishing the process, she will do so in a thoughtful, methodical manner, paying close attention to details and time-honored successes. Once established, she’ll expect that the process be followed consistently.

Will focus on the details of the work and will handle them with somewhat better than average accuracy. In work involving repeated contact with people, Jamillah Zaara will be pleasant, agreeable, and supportive. Derives satisfaction from helping others and likes to feel part of a secure team.


Employment History

VIRTUAL ASSISTANT

Industry:

Property / Real Estate

Employment Period:

March 2020 to November 2020 (8 Months)

Duties and Responsibilities:

  • Manage client database.
  • Schedule appointments.
  • Respond to customer inquiries and requests
  • Tools Used:
    • FollowupBoss
    • RealGeeks
    • Zillow/Premiere Agent Inbox
    • Opcity Broker Portal Mobile App
    • Realtor.com
    • GNIAR MLS

LEAD GENERATION MANAGER

Industry:

Property / Real Estate

Employment Period:

August 2019 to March 2021 (19 Months)

Duties and Responsibilities:

  • Prospect and conduct lead generation activities for new listing appointments.
  • Manage all leads in contact database system, set and complete tasks in the system, and track all client communications
  • Tools used for work:
    • RESIMPLI
    • Smarter Contacts
    • Google Suite
    • Slack 

COLD CALLER

Industry:

Property / Real Estate

Employment Period:

February 2019 to August 2019 (5 Months)

Duties and Responsibilities:

  • Placing outbound phone calls to potential leads-
  • Answered and managed incoming and outgoing calls while recording accurate messages.
  • Call potential customers by following calling list provided by supervisors.
  • Answer any questions that the potential customer asks to the best of ability
  • Tools used for Work:
    • Zencall
    • Podio

EMAIL SUPPORT

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

February 2018 to February 2019 (12 Months)

Duties and Responsibilities:

  • Answered all emails received by clients and resolved their queries and complaints about a daily basis ·
  • Read e-mails and sort them according to priority ·
  • Ensured that all the e-mail communication activities are performed in accordance with the company policies
  • Tools used for work:
    • Zendesk
    • Slack
    • Google Suite

CUSTOMER SERVICE REPRENTATIVE

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

January 2015 to January 2018 (36 Months)

Duties and Responsibilities:

  • Assist and answers customer queries.
  • Assist customers with their billing concerns
  • Process Payments, Account Changes,
  • Service Plan Changes, Upgrades, and Downgrades
  • Assist customers in processing online orders, shipping and tracking of new and replacement devices
  • Provide basic troubleshooting steps.
  • Tools Used: CRM

Education History

Field of Study:

Dentistry

Major:

Dentistry

Graduation Date:

January 7, 2002

Located In:

Philippines

License and Certification: :

N/A

Field of Study:

Nursing

Major:

Nursing

Graduation Date:

April 9, 2009

Located In:

Philippines

License and Certification: :

N/A


Skills

ADVANCED ★★★

    Customer Service, Customer Support, Appointment Setting, Outbound Appointment Setting, Cold Calling,

INTERMEDIATE ★★


Work at Home Capabilities:

  • Internet Bandwidth: Between 5mbps to 100mbps
  • Working Environment: Private Room
  • Speed Test Result:
  • Internet Type: Fiber
  • Hardware Type: Desktop
  • Brand Name: Gigabyte
  • Processor: Intel Core i5-9400
  • Operating System: Windows 10

All-inclusive Rate: USD $8.22/hr

Jane

Candidate ID: 380889


ADVANCED

    Administrative Skills, Sales Management, Real Estate, Social Media Management...

INTERMEDIATE

    Bookkeeping...

Employment Preferences

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

*Plus GST for Australian Businesses

Full Time: $USD 8.22 per hour or $USD 1424.08 per month

Remote Staff Recruiter Comments

Jane Pauline is an experienced administrative and customer service professional with a strong background in property management, sales, and client-facing roles. She has held progressively responsible positions in both the real estate and healthcare sectors, particularly in sales and account management capacities. Her communication and coordination skills stand out, especially in environments requiring client engagement, scheduling, and lead conversion.

Skills
  • Advanced: Real Estate, Property Management, Social Media Management, Sales Management, Administrative Support
  • Intermediate: Bookkeeping
  • Soft Skills: Strong communicator, client-centric, detail-oriented, team player
Strengths
  • Client-Facing Experience: Demonstrated ability to manage client relationships, resolve concerns, and handle inquiries across phone, email, and chat platforms.
  • Property Management Proficiency: Full cycle of property listings, showings, and tenant support.
  • Sales and Marketing Exposure: Proven lead generation and funnel management from various sales roles.
  • Healthcare Industry Familiarity: Previous roles with Becton Dickinson and Roche.

Predictive Index Behavioral Profile - Artisan

  • 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.
  • Works at a steady, unwavering pace; most comfortable with familiar processes, environments, and co-workers. Doesn’t easily change.

Behavioral Summary

Pauline is thoughtful, disciplined, and particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within their area of expertise. Works at a steady, even pace, leveraging their background for the betterment of the team, company, or customer.

With experience and/or training, they will develop a high level of specialized expertise. Serious and dedicated to the job and the company. Their work pace is steady and even-keeled, and they’re motivated by a real concern for getting work done thoroughly and correctly. Discipline and circumspect thinking will lend caution to their decision-making; Pauline plans ahead, double checks, and follows up carefully on decisions and actions.


Employment History

Sales Development Representative

Industry:

Construction / Building / Engineering

Employment Period:

April 2021 to November 2023 (31 Months)

Duties and Responsibilities:

  • Developed sales strategies to attract potential buyers and generate new leads
  • Initiated contact with potential customers through cold calling and responding to inquiries from advertisements
  • Established and nurtured relationships with customers to understand their needs and qualify their interests
  • Presented product information tailored to customer needs
  • Guided solid leads through the marketing funnel, facilitating connections with sales personnel and arranging meetings

Assistant Property Manager

Industry:

Property / Real Estate

Employment Period:

December 2021 to July 2025 (43 Months)

Duties and Responsibilities:

  • Responded to tenant inquiries, questions, and concerns via phone, email, or chat
  • Handled maintenance requests and coordinated repairs with contractors
  • Created property listings for online platforms and real estate websites
  • Managed social media accounts and posted property listings
  • Scheduled and organized property showings and open houses, ensuring seamless coordination between real estate agents, clients, and potential buyers, including managing logistics, timing, and communication

Account Executive

Industry:

BioTechnology / Pharmaceutical / Clinical research

Employment Period:

January 2020 to April 2021 (15 Months)

Duties and Responsibilities:

  • Executed effective sales strategies and initiatives to achieve or exceed sales targets within the assigned area consistently
  • Oversaw and ensured the provision of statistical information such as census and pricing to finance for final proposal preparation
  • Identified customers' changing needs to improve customer experience and provided creative solutions or products

Product Specialist

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

April 2017 to December 2019 (32 Months)

Duties and Responsibilities:

  • Collaborated with a wide range of Healthcare Professionals to educate them on the benefits, pricing, and features of products
  • Conducted market analysis and comparisons to highlight the advantages of our products over competitors
  • Facilitated the development of projects in medical, marketing, and sales to drive market share growth and enhance customer satisfaction
  • Organized meetings, conducted group presentations, represented the organization at symposia and congresses, and maintained activity details on CRM systems

Technical Support Representative

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

July 2015 to March 2017 (20 Months)

Duties and Responsibilities:

  • Assisted customers with troubleshooting and installation of equipment
  • Maintained records of customer interactions
  • Collaborated with others to improve company system requirements

Education History

Field of Study:

BioTechnology

Major:

Medical Technology

Graduation Date:

January 1, 2015

Located In:

Philippines

License and Certification: :

N/A


Skills

ADVANCED ★★★

    Administrative Skills, Sales Management, Real Estate, Social Media Management, Property Management,

INTERMEDIATE ★★

    Bookkeeping

Work at Home Capabilities:

  • Internet Bandwidth: N/A
  • Working Environment: Private Room
  • Speed Test Result: N/A
  • Internet Type: Fiber
  • Hardware Type: Laptop
  • Brand Name: N/A
  • Processor: N/A
  • Operating System: N/A

All-inclusive Rate: USD $8.71/hr

Rey

Candidate ID: 356726


ADVANCED

    Customer Service, Appointment Setting, B2B Telemarketing, B2C Telemarketing...

INTERMEDIATE

    Reservation, Lead Generation...

Employment Preferences

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

*Plus GST for Australian Businesses

Part Time: $USD 8.71 per hour or $USD 755.09 per month

Full Time: $USD 8.71 per hour or $USD 1510.18 per month

Remote Staff Recruiter Comments

  • Rey is a graduate of Hotel and Restaurant Management with over 20 years of experience. On the early years of his career, he joined hospitality and transportation companies as Guest Service Agent and Flight Attendant. He was then employed in a retail company for 10 years and held progressive roles to Operations Manager. in September 2017, he transitioned to working remotely and held sales roles for real estate and medical businesses to name a few. He showcased his expertise with the following to US, UK, and Australia-based clients:
    • Cold Calling
    • Appointment setting 
    • Email Marketing
    • Skip tracing
    • Lead generation and scrubbing
    • Telemarketing
    • Customer service
  • In addition, he used to work for Remote Staff clients in the manufacturing and real estate as Appointment Setter and Outbound Sales Specialist.
  • He used a variety of tools and applications like Salesforce, KVCore, Chime, RESimpli, Podio, Pipeline Platform, Vulcan 7, Hubspot, Follow Up Boss, Trello, REI BlackBook, Sage Act, Propstream, Zillow, Redfin, Trulia and Yelp.
  • He can start anytime.
  • He is amenable to working on any shift, whether part-time or full-time.
Predictive Index Behavioral Profile - Specialist

Strongest Behaviors
  • 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.
  • Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.
Behavioral Summary

Rey Frederick 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.

With experience and/or training, Rey Frederick 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 Rey Frederick 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.


Employment History

Sales/Marketing Specialist (Home Based)

Industry:

Consulting (Business & Management)

Employment Period:

February 2020 to April 2020 (2 Months)

Duties and Responsibilities:

  • Provides customer service in a timely manner via several means which include email, telephone and live chat.
  • Acts as a liaison between customers and management in order to enhance the overall customer experience. experience. Analyzes complaints from customers and provides adequate resolutions.
  • Tracks proposed resolutions and follows up with customers in a timely fashion.
  • Prepares documents and reports for future reference.
  • Trains peers in good customer service.
  • Develops and maintains vast knowledge of the products and services being offered.
  • Conduct surveys regarding products, services and customer service experiences.
  • Communicates customer feedback to various teams—including technical and marketing departments—in order to improve the overall customer experience.

Guest Service Agent

Industry:

Hotel / Hospitality

Employment Period:

January 1994 to April 1996 (26 Months)

Duties and Responsibilities:

  • Check in guest
  • Confirmation of airline Ticket
  • Answering guest inquiries
  • Doing reports in the midnight shifts 

Flight Attendant

Industry:

Transportation / Logistics

Employment Period:

April 1996 to October 1997 (18 Months)

Duties and Responsibilities:

  • Assist passengers to their seats
  • Help them to put their luggage at the overhead bins.
  • Serve them food during the flight       

Front Desk Agent

Industry:

Hotel / Hospitality

Employment Period:

October 1997 to July 1998 (9 Months)

Duties and Responsibilities:

  • Check in and check out the guest
  • Cashiering (Changing foreign exchange)
  • Confirmation of airline ticket
  • Answering guest inquiries
  • Doing reports in the midnight shifts       

Operations Manager

Industry:

Retail / Merchandise

Employment Period:

May 2000 to August 2015 (183 Months)

Duties and Responsibilities:

  • Purchasing of food and non food products
  • Supervises the deliveries and inventory
  • Promotion of food products like mozzarella, unsalted butter, olive oil etc.and Non-food products like dish washing liquid, liquid hand soap,trash bags etc.to penetrate target segments
  • Servicing customer requirements
  • Sourcing of new suppliers, negotiate partnership set-up including trade discounts  and credit terms

Customer Service Representative

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

September 2015 to March 2016 (6 Months)

Duties and Responsibilities:

  • Answers inbound and outbound calls
  • Handle financial account   

Accredited Sales Consultant

Industry:

Property / Real Estate

Employment Period:

April 2016 to September 2017 (17 Months)

Duties and Responsibilities:

  • Sell condominium, townhouse and other real estate properties
  • Assist with loans and leasing
  • Helping clients to sell their properties
  • Property furnishing
  • Property interior design

Inside Sales Associate/Appointment Setter/Virtual Assistant (Home Based)

Industry:

Property / Real Estate

Employment Period:

September 2017 to January 2018 (4 Months)

Duties and Responsibilities:

  • Initiate prospecting clients in the United States
  • Making appointments agents/broker
  • Making reports
  • Doing Live Transfers clients to agent/broker
  • Doing role plays everyday
  • Follow up calls clients and agents/brokers

Appointment Setter (Home Based)

Industry:

Healthcare / Medical

Employment Period:

February 2018 to March 2019 (13 Months)

Duties and Responsibilities:

  • Calling clients and making appointments for the Sales Representative in Australia   
  • Follow up calls for the clients to make appointments
  • Attending sales meeting every week in Australia using zoom video communications
  • Sending emails to the clients confirming their appointment with us and replying if they have inquiries/clarifications with the appointments or products 
  • Making reports

Freelance Cold Caller / Appointment Setter

Industry:

Others

Employment Period:

May 2020 to October 2023 (41 Months)

Duties and Responsibilities:

  • Cold calling
  • Using Mojo dialer and putting appointments in CRM Podio

Appointment Setter

Industry:

Property / Real Estate

Employment Period:

January 2023 to January 2026 (36 Months)

Duties and Responsibilities:

AVIAN AUSTRALIA (3D Laser Scanning, Surveying & Reality Capture Solutions for AEC Sector) 

Appointment Setter (Online/ Homebased) 

  • Outbound sales and calls to both new and existing clients 

  • Calling Architects, Engineers and Construction Industry 

PROPERTY VALUE SOLUTIONS (U.S.A REAL ESTATE INVESTOR) 

Acquisition Manager (Online/ Homebased) 

  • Calling Property Owners to give a Cash Offer  

  • Sending purchase agreement to the property owners to sign it 

  • Running comps and getting ARV 

REMEDI HOME SOLUTIONS (U.S.A REAL ESTATE INVESTOR) 

Cold Caller / Appointment Setter (Online/ Homebased) 

  • Calling Property Owners to see if they are interested to sell their property with a Cash Offer  


Education History

Field of Study:

Hospitality/Tourism/Hotel Management

Major:

Hotel and Restaurant Management

Graduation Date:

March 1, 1993

Located In:

Philippines

License and Certification: :

N/A


Skills

ADVANCED ★★★

    Customer Service, Appointment Setting, B2B Telemarketing, B2C Telemarketing, Outbound Sales, Sales, Salesforce CRM, Real Estate, Predictive Dialer System, Phone Support, Outbound Telemarketing, Outbound Appointment Setting, Microsoft Word, Microsoft Excel, Listening Skills, Inbound Sales, Inbound Calls, Google Spreadsheet, Google Sheets, Google Drive, Google Calendar, Gmail, Customer Support, Customer Handling, CRM, Cold Calling, B2B Calling,

INTERMEDIATE ★★

    ReservationLead Generation

Work at Home Capabilities:

  • Internet Bandwidth: 25 Mbps
  • Working Environment: Private Room
  • Speed Test Result:
  • Internet Type: Fiber
  • Hardware Type: Laptop
  • Brand Name: HP
  • Processor: Intel Core i5
  • Operating System: Windows 10

All-inclusive Rate: USD $7.72/hr

Elena

Candidate ID: 310128


ADVANCED

    Call Management, Customer Service, Data Entry, Email Support...

INTERMEDIATE

    English Tutoring, Google Spreadsheet, Executive Assistance, Organizational Skills...

Employment Preferences

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

*Plus GST for Australian Businesses

Part Time: $USD 7.72 per hour or $USD 668.99 per month

Remote Staff Recruiter Comments

  • Candidate started working in BPO companies way back 2009. 
  • She was also engaged in doing freelance roles while working with these BPO companies and worked as a Freelancer
  • She worked for different roles doing customer service, back office tasks, virtual assistance, Sales and as a teacher in organizations/school.
  • For her BPO experience she handled clients from US & Australia.
  • Elena worked with different eCommerce platforms
    • Amazon
    • Shopify
  • She was able to handle financial accounts credit cards  and for Retail Gas & electricity provider industry.
  • Tools that she used:
    • CRM
    • REI simple - Database
    • Zoho
    • SAP
    • Mojo Dialler
    • Zencall
    • Keap
    • Hubspot

Predictive Index Behavioral Profile - Individualist

https://www.predictiveindex.com/reference-profile/individualist/

Strongest Behaviors:

  • Strongly persistent. Pursues goals in very deliberate and systematic manner, even when setbacks or failures occur. Opinionated; only changes when absolutely required.
  • Extremely casual with rules. With strong focus on the goals rather than the implementation, will bend the rules in order to meet objectives. Very freely delegates details.
  • Seemingly carefree; unruffled, unflappable, and unworried. Takes each day as it comes and consistently follows the predictable routines.
Behavioral Summary:

Elena 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, Elena 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 her ideas, Elena 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 she’ll generally push hard to reach it, regardless of the goal’s popularity with others. Undaunted by criticisms or failures.


 

Employment History

VIRTUAL ASSISTANT/ APPOINTMENT SETTER (FREELANCE)

Industry:

Property / Real Estate

Employment Period:

May 2016 to October 2020 (53 Months)

Duties and Responsibilities:

  • Ensure that everyone cultivates effective business relationships especially with the executive decision makers. 
  • Get to work with different industries like real estate and computer software companies. 
  • Had worked with different ESL companies as well.
  • But to the most part, I worked as a Virtual Assistant with a US client owning a real estate company. I assist him with calendar management, email management and also assist/help my client in buying properties in the US.

CHILDREN'S MINISTRY COORDINATOR

Industry:

Non-Profit Organisation / Social Services / NGO

Employment Period:

April 2018 to April 2019 (12 Months)

Duties and Responsibilities:

  • Delegate responsibility among colleagues and youth to enforce tasks with certainty and  accuracy. 
  • Monitored all programs are done according to what was planned, if not, to something that will have great results. 

ADMIN ASSISTANT/ASSISTANT PRESCHOOL TEACHER

Industry:

Education

Employment Period:

April 2017 to April 2018 (12 Months)

Duties and Responsibilities:

  • Provided various kinds of administrative assistance to the school. 
  • Answered phones, responded to emails, printing of documents, sending and processing  invoices and scheduling meetings. Worked on multiple projects or tasks at once. 
  • Assisted the lead teacher in handling a preschool class

FINANCIAL ADVISOR

Industry:

Banking / Financial Services

Employment Period:

October 2014 to April 2016 (18 Months)

Duties and Responsibilities:

  • Creates a lasting relationship with the customers. Ensures that they are satisfied with our services.
  • Provides great customer service among our clients all over the world.  
  • Develops negotiating strategies, examining risks and potentials.
  • Processes customers' requests - balance transfer, card replacement, adding supplementary cards, process over-the-phone payments, merchant verification

SENIOR PROCESS ASSOCIATE

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

July 2013 to September 2014 (14 Months)

Duties and Responsibilities:

  • Handled a gas and electricity provider in Australia. We monitor the materials and the availability of the resources. Sends people to our customers' address to have gas pipes and electric meter installed.
  • Was a part of the back office team where a system is being used to ensure that the customers’ queries and concerns were addressed in a timely manner.

PROCESS ASSOCIATE

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

March 2009 to March 2012 (36 Months)

Duties and Responsibilities:

  • Handled a prepaid debit card provider in the US who catered to clients from different US establishments. 
  • Was initially part of the Activations team (activates newly-registered card). Was upskilled for the Customer Service Department that involved proper coordination to the internal management team. Answers customers' queries and process requests like payment, Balance Transfer, card replacement, etc.
  • Was promoted to the Lost and Stolen Team that handles compromised cards. Also been to Disputes and Escalations Department where we were well-trained to provide solution to the most complicated issues whether by the client or by the operations.

Education History

Field of Study:

Business Studies/Administration/Management

Major:

OPERATIONS MANAGEMENT

Graduation Date:

February 1, 2017

Located In:

Philippines

License and Certification: :

N/A


Skills

ADVANCED ★★★

    Call Management, Customer Service, Data Entry, Email Support, Inbound Collections, Inbound Lead Generation, Outbound Appointment Setting, People Skills, Phone Support,

INTERMEDIATE ★★

    English TutoringGoogle SpreadsheetExecutive AssistanceOrganizational Skills

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: Acer
  • Processor: Intel i5
  • Operating System: Windows 10

All-inclusive Rate: USD $7.22/hr

Lee

Candidate ID: 308181


ADVANCED

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

INTERMEDIATE

    Chat Support, Email management...

Employment Preferences

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

*Plus GST for Australian Businesses

Full Time: $USD 7.22 per hour or $USD 1251.87 per month

Remote Staff Recruiter Comments

  • Candidate has more than 8 years of experience in the BPO industry.
  • He worked as Customer Service Representatives and was promoted twice as Team Leader and Senior Team Leader.
  • Lee worked under Telecommunication, Financial, Retail and Real Estate Campaign under US, AU and UK Client.
  • His expertise would be in Sales and Customer Support. He also trained new hired employees with Software and Product Learning when he was Senior Team Lead. 
  • He gained experience in:
    • Customer Support
    • Sales (Inbound/Outbound)
    • Appointment Setting
    • Lead Generation
    • Cold Calling
  • He is knowledgeable in tools such as:
    • Podio
    • Slack
    • SalesForce
    • CRM
    • Ringcentral
    • Netsuite
    • Avaya
    • PDA Software
    • Convoso
    • Skype
    • Rest Software
    • Microsoft Applications
  • He can star immediately

Predictive Index Behavioral Profile - Specialist

https://www.predictiveindex.com/reference-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.
Behavioral Summary:

Lee 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 Lee, who takes responsibilities very seriously.

With experience and/or training, Lee 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 Lee 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.



 

Employment History

ASSISTANT PROPERTY MANAGER

Industry:

Property / Real Estate

Employment Period:

November 2021 to April 2022 (5 Months)

Duties and Responsibilities:

  • Check emails and respond to tenants’ inquiries
  • Update Airtable every now and then
  • Check online application in Inspect Real Estate
  • Call Rental and Employment References through Zoiper
  • Call Prospect and request for documents needed to proceed with application -Create New Tenancy in Property Tree
  • Draft Lodge New Bond for New Tenancy through Bonds online
  • Send Welcome Letter
  • Upload Application Form and IDs in Property Tree
  • Draft lease for New Tenancy document integrated REIWA Property Tree -Upload signed New Tenancy Lease in Property Tree
  • Upload signed Lease and update lease start and end date through Property Tree -Draft lease renewal document integrated REIWA Property Tree
  • Draft rent increase Form 10 integrated REIWA Property Tree
  • Draft Bond Variation online
  • Process Invoicing tenants through Property Tree
  • Update Rent increase date in Property Tree
  • Draft inspection report through Inspection Express
  • Generate CMA (Comparative Market Analysis) Report through RP Data Core Logic -Extract and generate Lease Expiry through Property Tree to Airtable
  • Extract and generate Rent Review Expiry through Property Tree to Airtable
  • Extract and generate Arrears through Property Tree to Airtable
  • Gather information in realestate.com.au for Suburb stock, Surrounding Suburb Stock and Median Rent -Email tenant of their intention before lease expires
  • Inform and communicates with Property Managers through MS Teams or through Outlook
  • Update cloud-base (Fresh Cloud) spreadsheet of Property Managers Lease Renewal Fees
  • Advise and remind Property Managers if lease has not been returned by the Tenant
  • Attend morning meetings everyday with Property Managers
  • Attend weekly Property Manager's Meeting

Customer Service Representative

Industry:

Telecommunication

Employment Period:

September 2011 to October 2012 (13 Months)

Duties and Responsibilities:

  • Assist customers in porting of numbers
  • Assist customers in troubleshooting their phones

Customer Service / Technical Support

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

December 2012 to June 2013 (5 Months)

Duties and Responsibilities:

  • Receive inbound calls from customer and assist them by troubleshooting their internet modem
  • Provide an option and walk through with the step by step troubleshooting
  • Schedule maintenance and Technician visit to customer's location
  • Make sure that KPI's are met and exceed the expectation

Chat Support Representative( Norton Symantec)

Industry:

Computer / Information Technology (Software)

Employment Period:

August 2013 to February 2014 (6 Months)

Duties and Responsibilities:

  • Receive incoming chats worldwide
  • Assist customer with their Anti-virus issue
  • Basic troubleshooting by remote access to customers computer
  • Uninstalling and reinstalling Norton Anti-Virus
  • Removing of virus mannually through remote access

Customer Service Representative

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

May 2013 to December 2014 (19 Months)

Duties and Responsibilities:

  • Receive inbound calls from customer and assist them with activating their Netspend card
  • Provide exceptional customer service
  • Provide accurate information of transactions made and breakdown

VA (PROPERTY MANAGER)

Industry:

Property / Real Estate

Employment Period:

January 2014 to June 2016 (29 Months)

Duties and Responsibilities:

  • Team Huddle and discuss what should be prioritized.
  • Check email if rental Prospects sent their application form
  • Review the form if there are missing field that the Prospect missed
  • Call Landlord, co-worker, supervisor or manager as their reference number for background checking
  • Review and send contracts via Email
  • Contact Prospect that the application was approved, sign the contract and ask if when to move in 
  • Email and text to existing tenants reminding them to pay their monthly rental
  • Email tenants of their eviction letter from court
  • Contact repair man and schedule for repair

Senior Team Leader

Industry:

Healthcare / Medical

Employment Period:

February 2017 to May 2019 (26 Months)

Duties and Responsibilities:

  • In charge of daily operation
  • Interviewing of applicants
  • Training of New Hires ( Account Specific )
  • Reporting and discussing bonus Grid to the CEO
  • Interviewing, Training and assigning of Doctors task for DME prescription
  • Ensuring that agents met the expected Sales Quota for the day 

Team Leader II

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

December 2019 to July 2021 (19 Months)

Duties and Responsibilities:

  • Coaching and feedback to 15 agents
  • Upload and serve sanctions during coaching session
  • Extract and filter Team Break and Shifting Schedule to G-sheet
  • Collate pay disputes for the whole site
  • Huddle and update team standing
  • Tracks all system issues reported by the agent
  • Other Admin Tasks assigned by Operations Supervisor

Education History

Field of Study:

Hospitality/Tourism/Hotel Management

Major:

BSMT

Graduation Date:

March 15, 2005

Located In:

Philippines

License and Certification: :

N/A


Skills

ADVANCED ★★★

    Customer Service, Customer Support, Inbound Calls, Outbound Calling, Virtual Assistant Skills, Leadership, Team Management,

INTERMEDIATE ★★

    Chat SupportEmail management

Work at Home Capabilities:

  • Internet Bandwidth: Between 5mbps to 100mbps
  • Working Environment: Private Room
  • Speed Test Result: Download: 16.42, Upload: 33.78
  • Internet Type: DSL
  • Hardware Type: Desktop
  • Brand Name: Dell
  • Processor: Core i5
  • Operating System: Windows 10

All-inclusive Rate: USD $8.71/hr

Kathleen

Candidate ID: 284054


ADVANCED

    Outbound Calling, Cold Calling, Appointment Setting, Lead Generation...

INTERMEDIATE

    Social Media Management...

Employment Preferences

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

*Plus GST for Australian Businesses

Part Time: $USD 8.71 per hour or $USD 755.09 per month

Full Time: $USD 8.71 per hour or $USD 1510.18 per month

Remote Staff Recruiter Comments

  • Kath has been working remotely for 11 years now. She acquired a degree in Nursing in 2010. After her stint with a local magazine company, she shifted to remote work and started as an ESL Online Teacher to Chinese students. After 3 years, she joined a Singapore-based HR consulting company as an Appointment Setter. Most of her employment after that was with clients from the UK, Canada, and the US engaging in education, biotechnology, real estate, merchant, and cleaning industries.
  • She became well-versed in performing the following:
    • Appointment setting
    • B2B outbound sales
    • Cold calling
    • Emails and SMS outreach
    • Social media management - LinkedIn, Instagram, and Facebook
    • Lead generation
    • Tutoring
  • She is an adept user of Apollo.io, MailChimp, Go High-level, HubSpot, Salesforce, Zendesk, Microsoft Office Apps (Outlook, Excel), Google Workspace (Document, Spreadsheet, Drive, Hangouts), Slack, Discord, Trello, Realestate.com.au, and PopStream.
  • She can start anytime.
  • She is amenable to working in any shift, whether part-time or full-time.
Predictive Index Behavioral Profile - Artisan

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.
Behavioral Summary

Kathleen Maye is thoughtful, disciplined, and particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within their area of expertise. Works at a steady, even pace, leveraging their background for the betterment of the team, company, or customer.

With experience and/or training, they will develop a high level of specialized expertise. Serious and dedicated to the job and the company. Their work pace is steady and even-keeled, and they’re motivated by a real concern for getting work done thoroughly and correctly. Discipline and circumspect thinking will lend caution to their decision-making; Kathleen Maye plans ahead, double checks, and follows up carefully on decisions and actions.


Employment History

ESL Online Teacher

Industry:

Education

Employment Period:

February 2012 to August 2015 (42 Months)

Duties and Responsibilities:

  • Online teacher to Chinese Students both Adults and Children. Teaching them basic English, helping them enhance their English communication skills

Appointment Setter

Industry:

Human Resources Management / Consulting

Employment Period:

June 2015 to June 2017 (24 Months)

Duties and Responsibilities:

  • Calling all local companies in Singapore to assist them in hiring applicants on each vacant position that they have.

Lead Generator/Cold-caller

Industry:

Others

Employment Period:

February 2016 to December 2017 (21 Months)

Duties and Responsibilities:

  • Calling leads to pre qualify them and transfer it to a live agent

Lead Gen Agent / Data Miner

Industry:

Human Resources Management / Consulting

Employment Period:

January 2017 to June 2018 (17 Months)

Duties and Responsibilities:

  • Lead Mining, lead searching on different platforms, finding the names, emails and the best number to reach that person.

ESL Online Teacher

Industry:

Education

Employment Period:

April 2016 to August 2018 (27 Months)

Duties and Responsibilities:

  • Online teacher to Korean Students both Adults and Children. Teaching them basic English, helping them enhance their English communication skills.

Virtual Assistant / Appointment Setter

Industry:

BioTechnology / Pharmaceutical / Clinical research

Employment Period:

November 2017 to February 2019 (15 Months)

Duties and Responsibilities:

  • Calling business owners who might be interested to invest in Biotechnology.

Virtual Assistant for Real Estate

Industry:

Property / Real Estate

Employment Period:

February 2020 to August 2021 (18 Months)

Duties and Responsibilities:

  • Cold Calling, calling how owners if they would be interested in selling or if they would consider selling their property.
  • Sending text messages

Social Media Manager / Business Development Manager

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

April 2021 to July 2023 (27 Months)

Duties and Responsibilities:

  • Handling the company's Social Media accounts, promoting the company's services as well as sending emails to different prospects. 

Virtual Assistant / Appointment Setter (Real Estate)

Industry:

Property / Real Estate

Employment Period:

September 2021 to January 2023 (16 Months)

Duties and Responsibilities:

  • Cold Calling, calling home owners if they would be interested in selling, if they would consider selling their property, or if they do have other properties that they might consider selling.

Virtual Assistant for Real Estate

Industry:

Property / Real Estate

Employment Period:

April 2022 to December 2022 (8 Months)

Duties and Responsibilities:

  • Cold Calling, calling owners if they would be interested in selling, if they would consider selling their property, or if they do have other properties that they might consider selling.

Appointment Setter

Industry:

Repair and Maintenance Services

Employment Period:

June 2023 to September 2023 (3 Months)

Duties and Responsibilities:

  • Calling business owners to see if they are in need of cleaning services. We offer them a free site visit to check what help they need when it comes to our cleaning services.

Education History

Field of Study:

Nursing

Major:

Nursing

Graduation Date:

April 28, 2010

Located In:

Philippines

License and Certification: :

N/A


Skills

ADVANCED ★★★

    Outbound Calling, Cold Calling, Appointment Setting, Lead Generation, Sales,

INTERMEDIATE ★★

    Social Media Management

Work at Home Capabilities:

  • Internet Bandwidth: Between 5mbps to 100mbps
  • Working Environment: Shared Room
  • Speed Test Result: https://beta.speedtest.net/result/15326940171
  • Internet Type: Fiber
  • Hardware Type: Desktop
  • Brand Name: N/A
  • Processor: AMD Ryzen 5
  • Operating System: Windows 10

All-inclusive Rate: USD $8.22/hr

Rally

Candidate ID: 259868


ADVANCED

    B2B Lead Generation, B2B Telemarketing, B2C Lead Generation, B2C Calling...

INTERMEDIATE

    Active Listening, B2C Telemarketing, B2C Lead Generation, B2B Lead Generation...

Employment Preferences

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

*Plus GST for Australian Businesses

Part Time: $USD 7.72 per hour or $USD 668.99 per month

Remote Staff Recruiter Comments

Rally has over 13 years of experience in sales, telemarketing, and appointment setting across various industries. Since starting home-based work in 2013, Rally has worked for various campaigns in real estate, accounting services, consulting firms, manufacturing, and more. His comprehensive background in lead generation and client engagement makes him a strong candidate for sales roles. According to a predictive index assessment, Rally is classified as a Specialist, highlighting his deep expertise and proficiency in his field.

Areas of Work:
  • Telemarketing
  • Telesales
  • Appointment Setting
  • Lead Generation
  • Data Entry
  • Sales
  • Customer Service
  • Industries:
  • Education
  • Advertising / Marketing / Promotion / PR
  • Property / Real Estate
  • Manufacturing / Production
  • Telecommunication
  • Healthcare / Medical

Career Highlights / Relevant Projects:
  • Tutor (Education)
    • Taught basic English language to Japanese students.
  • Appointment Setter (Education)
    • Called B2B clients, introduced courses offered for Early Childhood Centers, NDIS, and Community Services and Health, and set appointments for managers.
  • Outbound Sales Agent (Advertising / Marketing / Promotion / PR)
    • Sold SEO services and website creation to various clients.
  • Outbound Call Center Agent (Property / Real Estate)
    • Set appointments for local closers in the UK, offering to buy or sell properties for homeowners.
  • Telemarketer (Advertising / Marketing / Promotion / PR)
    • Offered website services for natural-method therapists to display their details for a fee.
  • Appointment Setter (Manufacturing / Production)
    • Called private companies and government agencies to develop new parks or upgrade existing ones, providing park furniture and construction services.
  • Appointment Setter (Telecommunication)
    • Called for various industries, including construction, automotive insurance, and telecom services.
  • Telemarketer / Appointment Setter / Lead Generator (Healthcare / Medical)
    • Called for the American Diabetes Association, asking for donations.
  • Appointment Setter (Advertising / Marketing / Promotion / PR)
    • Offered SEO services to businesses, enhancing their online visibility on maps with different recognition levels.
Skill Proficiency + Tech / Software Proficiency:

Skills:

  • Telemarketing
  • Telesales
  • Appointment Setting (Sets an average of 8 to 10 appointments per day)
  • Lead Generation (Searches prospects and promotes their products and services)
  • Data Entry (Updates necessary information for client's records)
  • Active Listening (Intermediate)
  • B2C Telemarketing (Intermediate)
  • B2C Lead Generation (Intermediate)
  • B2B Lead Generation (Intermediate)
  • B2B Telemarketing (Intermediate)
  • B2B Lead Generation (Advanced)
  • B2B Telemarketing (Advanced)
  • B2C Lead Generation (Advanced)
  • B2C Calling (Advanced)
  • Email Lead Generation (Advanced)

Tools:

  • PipeDrive
  • Vulcan7
  • Mojo Dialer
  • Google Spreadsheet
  • MS Office tools (Word and Excel)

Rally is highly proficient in both B2C and B2B campaigns as well as cold calling, having handled Australian and US clients. He has experience in outbound calling, managing 40-50 leads daily, and closing out 3 sales opportunities per day. Additionally, he has handled incoming calls, receiving 1-2 calls per hour and promoting products and services to close out sales. Rally's excellent communication skills and ability to set appointments, generate leads, and manage data efficiently make him a valuable asset for any organization. As a Specialist, he brings a deep understanding and expertise in his field, ensuring quality and precision in his work.

Rally is ready to start immediately.


Employment History

Appointment setter

Industry:

Education

Employment Period:

August 2020 to May 2024 (44 Months)

Duties and Responsibilities:

  • Calling B2B, introducing the courses offered at Traxion Training for Early Childhood Centers, NDIS and Community Services and Health.
  • Setting appointments for the closers ( BDO, managers ). 

Appointment Setter

Industry:

Advertising / Marketing / Promotion / PR

Employment Period:

December 2010 to March 2011 (3 Months)

Duties and Responsibilities:

  • Calling businesses and offering ans SEO service we call Blue Dots.
  • When some one searches for a business on the Australian map, sveral business with different colored 'dots' would appear offering different levels of recognition, where a Blue dots shows the business address, photo of the business and other relevant info. 

Telemarketer/ Appointment setter/ Lead Generator

Industry:

Healthcare / Medical

Employment Period:

May 2011 to June 2011 (0 Months)

Duties and Responsibilities:

  • Calling for the American Diabetes Association, and asking for donations. 

Appointment Setter

Industry:

Telecommunication

Employment Period:

July 2011 to January 2013 (18 Months)

Duties and Responsibilities:

  • Called for various industries, including construction, automotive insurance and AT&T telecom. 

OUTBOUND SALES AGENT- Online Advertising

Industry:

Advertising / Marketing / Promotion / PR

Employment Period:

July 2020 to July 2020 (0 Months)

Duties and Responsibilities:

  • Selling SEO service andwebsite creation.

Appointment setter

Industry:

Manufacturing / Production

Employment Period:

July 2017 to December 2018 (17 Months)

Duties and Responsibilities:

  • Calling private companies and government agencies looking to develop new parks or make upgrades.
  • We supply park furniture and do construction for creating new parks. 

Outbound Call Center Agent

Industry:

Property / Real Estate

Employment Period:

July 2020 to July 2020 (0 Months)

Duties and Responsibilities:

  • Setting appointments for the local closers in UK.
  • I would be calling home owners and offering to buy their properties, or sell them for the home owners. 

Telemarketer

Industry:

Advertising / Marketing / Promotion / PR

Employment Period:

January 2019 to March 2019 (2 Months)

Duties and Responsibilities:

  • We offer a website where a natural-method therapist would have alltheir details be seen, for a fee. 

Tutor

Industry:

Education

Employment Period:

June 2024 to July 2024 (1 Months)

Duties and Responsibilities:

  • Teaching basic English language to Japanese students.

Lead Generation Specialist

Industry:

Consulting (Business & Management)

Employment Period:

October 2024 to July 2025 (8 Months)

Duties and Responsibilities:

  • Outbound Calls & Emails: Initiate direct communication via phone and email to potential employers to introduce the platform and generate interest.
  • Database Management: Leverage the company’s existing database of 20,000 businesses, supplementing it with your research to update and cross-match contacts.
  • Appointment Setting: Schedule meetings between prospective clients and the Australian business development team, ensuring a seamless handover.
  • CRM Management (if applicable): Maintain and organize client interactions, ensuring consistent follow-up and effective communication strategies.
  • Research & Data Gathering: Conduct online research to identify new prospects and verify existing contact details using LinkedIn and other business directories.
  • Reporting: Provide daily updates on outreach activities, leads generated, and meetings set.

Lead Generation specialist

Industry:

Healthcare / Medical

Employment Period:

October 2024 to June 2025 (8 Months)

Duties and Responsibilities:

This is basically a placement agency. I would set appointments between healthcare workers seeking employment and my client.

Education History

Field of Study:

High School

Major:

Graduation Date:

March 1, 1980

Located In:

Philippines

License and Certification: :

N/A


Skills

ADVANCED ★★★

    B2B Lead Generation, B2B Telemarketing, B2C Lead Generation, B2C Calling, Email Lead Generation,

INTERMEDIATE ★★

    Active ListeningB2C TelemarketingB2C Lead GenerationB2B Lead GenerationB2B Telemarketing

Work at Home Capabilities:

  • Internet Bandwidth: Greater than 100mbps
  • Working Environment: Private Room
  • Speed Test Result: https://www.speedtest.net/result/16486798389
  • Internet Type: Fiber
  • Hardware Type: Laptop
  • Brand Name: Lenovo
  • Processor: Intel(R) Pentium(R) CPU 5405U @ 2.30 GHz 2.30 GHz
  • Operating System: Windows 11

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

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

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:

  • Brief introduction;
  • Purpose of the call;
  • Value proposition; and
  • 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.

Tools and Techniques for Effective Appointment Setting

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:

  • Refine and personalise scripts to make the benefits of your product or service more appealing;
  • Use data analytics from CRM systems to provide insights into client preferences; and
  • 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

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:

  • Implementing automated appointment reminders via email or SMS;
  • Sending messages after booking to solidify commitment;
  • Offering scheduling flexibility; and
  • 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:

  • Use CRM systems with integrated calendar functionalities for real-time updates;
  • Confirm appointments and provide clear instructions to mitigate misunderstandings;
  • Ensure all parties are informed and prepared; and
  • 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.

Training and Development

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.

Conclusion

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!

Want to streamline your business operations? Check out these 100 AI prompts.
Looking for world-class remote workers to join your team? Click here.
Experience the advantages of a top global team and check out our 1,000 fully vetted and highly talented staff here.

+ posts

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.

About The Author

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.

Leave a reply

Your email address will not be published. Required fields are marked *

Get Your Free Virtual Staff Toolkit

Step by Step Guide on how to effectively and efficiently build, manage your virtual staff.