Keeping track of meetings and qualifying appointments can be daunting. This is even more challenging if you’re juggling multiple tasks as your business grows.
Hence, many entrepreneurs delegate non-core functions like appointment setting to experienced and skilled professionals. They schedule meetings and set up calendars, allowing you to focus on other important matters.
In this article, we will provide a detailed guide on what an appointment setter is, how they can make your life just a little bit easier, and how they can potentially increase your bottom line.
Appointment Setter Job Description: What is an Appointment Setter?
An appointment setter is typically a professional who remotely handles appointments on behalf of a company or individual. Appointment setter responsibilities include:
-
Reaching out to potential clients through phone calls and emails;
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Arranging appointments with existing customers;
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Coordinating appointments to match everyone’s availability; and
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Sharing the meeting’s purpose in advance.
The most experienced appointment setters typically have good communicable skills, persuasive demeanors, and strong organisational abilities. As such, they can enhance your company’s customer service and maximise sales impact further.
Key Skills for Appointment Setters: What Does An Appointment Setter Do?
A good appointment setter takes over the grunt work of managing a busy schedule and making sure their clients don’t miss any important commitments. To make this happen, they rely on certain skills like:
Communication Skills
Appointment setters secure meetings by directly communicating with potential clients.
They need to be articulate and persuasive, requiring both a deep understanding of the product and active listening skills to convince a prospect about why the company’s product or service is the solution to their problem/s.
Moreover, an effective appointment setter knows how to tailor messages depending on the audience.
For example, when reaching out to a high-level executive, they’re likely to be more formal while cutting to the chase when highlighting strategic benefits. In contrast, they might deploy a more casual and conversational approach when dealing with potential customers.
Organisational Skills
Appointment setters oversee a detailed calendar of appointments to schedule meetings efficiently and to prevent conflicts.
Good organisational skills help them stay on top of everything so their clients don’t miss important appointments.
Additionally, strong organisational skills empower appointment setters to meet deadlines, maintain productivity, and provide quality service consistently.
Persistence and Patience
Handling rejections is par for the course, as not every prospect will express interest or agree to a meeting.
A persistent appointment setter, however, sees rejections as opportunities to improve their approach. They also exercise great patience, especially when dealing with prospective or new clients who take time (and strategic follow-ups) to cultivate.
Tech-Savviness
The most effective appointment setters are adept at using Customer Relationship Management (CRM) software and scheduling tools.
A tech-savvy appointment setter saves time and resources by using technology to
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Connect with a wider audience,
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Nurture leads through automated workflows, and
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Track engagement metrics to refine their approach over time.
This ability to use software and tools enhances productivity, improves client relations, and ultimately, increases appointment conversion rates.
The Importance of Appointment Setting
An appointment setter is an indispensable part of a growing business. They ensure a steady stream of potential clients and opportunities through:
Improved Efficiency
An appointment setter streamlines lead management and client engagement by handling the initial outreach to potential clients. This allows the sales team to focus on converting qualified leads rather than administrative tasks involved in the process.
For instance, an appointment setter can identify and contact potential clients on your company’s behalf. After gathering information about the client’s needs, they pass these on to the sales team, allowing them to tailor their presentation and address the client’s specific concerns.
This organised approach saves time, reduces administrative burdens, and maximizes client interactions.
Enhanced Client Relations
Appointment setters are your front line when building positive client relationships. Thus, they need to make a good first impression and show genuine interest in the client’s needs.
How?
First, they contact a prospect who has shown interest in the product or service. The setter then takes time to understand their needs and pain points, before scheduling a meeting at the client’s preferred time.
During the meeting, the appointment setter should provide a personalised pitch based on the client’s initial information. They then supplement this with consistent follow-ups and the timely scheduling of appointments to make their clients feel valued.
Time Management
Delegating appointment-setting tasks to skilled professionals helps business owners focus on other core business functions.
If you’re running a real estate agency, for instance, an appointment setter can schedule meetings with potential buyers for you. They also keep your agents’ calendars organised so that they don’t overlap.
Furthermore, they use scheduling software to automate reminders and confirmations. This saves time and helps maintain a smooth workflow for the entire business.
In short, appointment setters keep everyone organised to put everyone’s time, energy, and talents to optimal use.. This allows sales agents and business owners to focus on improving their products and services or building better client relationships – instead of going back and forth over their schedules themselves.
Increased Conversion Rates
Appointment setters use a structured approach to make each potential client feel like they’re getting attentive service while moving them smoothly through the sales funnel.
More importantly, they proactively follow up with prospects whom they weren’t able to close right away. This helps convert more leads since studies show that customers tend to say NO four times before saying YES.
This strategic engagement is more successful at turning initial rejections into successful conversions, leading to higher sales and improved business growth.
Pipeline Management
Done right, steady appointment setting provides a steady flow of qualified leads. A good setter fills the sales pipeline with prospects who have expressed their interest in your products or services.
Strategic appointment setting also involves segmenting leads based on their readiness to buy. This helps the sales team prioritise and focus on leads who are most likely to convert into sales.
In other words, appointment setters follow a systematic approach that drives lead generation, optimises resource allocation, and maintains consistent engagement with potential clients.
Appointment Setting in the Australian Context
Small businesses make up a large part of Australia’s economy. They’re 97% of the 2.6 million registered businesses.
Many of these businesses rely on appointment setters for the efficient scheduling of meetings, consultations, reservations, and service appointments. These professionals often have the experience and expertise to offer personalised attention to customers, regardless of the industry they serve.
In addition, appointment setting Down Under is often subject to the following considerations:
Cultural Nuances
Appointment setters must have a keen understanding of cultural nuances for successful interactions. Australians, for example, value clarity and directness. They also appreciate punctuality.
Thus, appointment setters for AU businesses should ideally be straightforward and transparent about the meeting’s purpose – and start the meeting on time. They’re prompt about sending email agendas with agreed-upon times, but are open to client rescheduling.
Regulatory Environment
Australia requires strict compliance with privacy laws. Businesses must obtain consent before collecting personal data from clients and customers. There are even Australian regulations in place to prohibit unsolicited messages.
Fortunately, professional appointment setters know their way around AU’s complex regulatory environments. Many have different ways of securing consent before collecting personal information, and informing prospects about opt-out options as required by AU laws.
Time Zones
Managing appointments across Australia’s three main time zones requires careful planning. To handle this, appointment setters use scheduling software that automatically adjusts to the recipients’ locations.
They also send confirmation emails with the appointment times within the customer’s time zone. This helps avoid misunderstandings and most importantly, prevents missed appointments.
In-House vs Remote Appointment Setters: Cost Snapshot
In-house may look simple until you tally everything behind the salary. You’re funding the setup: hiring time, training, office space, tools, and ongoing management. Remote strips it back to the essentials.
Monthly comparison (AU-facing business):
In-house gives you proximity, but that comes with a premium. Remote gives you cost control, and you’re also able to build out capacity if your process is already dialed in.
Once appointment setting becomes a repeatable function, you’ll see which option makes better sense.
AU Industries Where Appointment Setting Plays a Crucial Role
While appointment setting can be helpful to any business, there are certain industries where it’s downright crucial.
Healthcare
Aside from business owners and entrepreneurs, Australian medical professionals also tap professional appointment setters to help facilitate patient care.
These professionals use effective appointment systems integrated with electronic health records (EHR), allowing patients to:
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Book appointments online;
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Receive automated reminders; and
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Access pre-visit instructions.
This approach reduces no-show rates and enhances patient engagement and satisfaction.
Candidates:
Filter by Role:
*Booking interviews depend on candidates' availability and interest.
All-inclusive Rate: USD $7.49/hr
Nelli
Candidate ID: 452915
ADVANCED
-
Customer Service, Inbound Sales, Appointment Setting, Lead Generation...
INTERMEDIATE
-
Project Management...
Median Rate
$7.49
$8.18
if $1 = PHP52
$9.51
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Full Time: $USD 7.49 per hour or $USD 1299.03 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.
- 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.
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 $8.90/hr
Cristine
Candidate ID: 452794
ADVANCED
-
Office 365, Microsoft Dynamics GP, IFCA, Customer Service...
INTERMEDIATE
-
Microsoft Office, Microsoft Tools, Microsoft Access, Microsoft Excel...
Median Rate
$8.90
$9.85
if $1 = PHP52
$11.68
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 8.90 per hour or $USD 771.37 per month
Full Time: $USD 8.90 per hour or $USD 1542.73 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
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.
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.
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.
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.
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 $7.49/hr
Kirsty
Candidate ID: 452232
ADVANCED
-
Technical Support, Salesforce CRM, Outbound Sales, B2B Calling...
INTERMEDIATE
-
Technical Support, Salesforce CRM, Microsoft Office...
Median Rate
$7.49
$8.18
if $1 = PHP52
$9.51
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Full Time: $USD 7.49 per hour or $USD 1299.03 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.
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.
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
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.
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.
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.
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.
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.
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.
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.
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.
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:
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 $6.56/hr
Mary
Candidate ID: 443801
ADVANCED
-
Administrative Skills, Administrative Support, Customer Handling, Customer Relations...
INTERMEDIATE
-
Ad Copywriting, Facebook Ads, Social Media, Customer Service...
Median Rate
$6.56
$7.07
if $1 = PHP52
$8.07
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 6.56 per hour or $USD 568.28 per month
Full Time: $USD 6.56 per hour or $USD 1136.56 per month
Remote Staff Recruiter Comments
- Mary has been working for 8 years in the Sales and Marketing industries where she supported the following tasks:
- Customer Service
- Medical Receptionist
- Personal/Virtual Assistant
- Lead Generation
- Email Marketing
- Create Sales and marketing proposals
- Social Media Management
- Phone Support
- Inbound
- Outbound
- Market Research
- Administrative tasks
- She has catered to US, Canadian, UK and local clients.
- As a Patient Care Coordinator, she was tasked to do the following:
- Manage communication among patients, family members, care providers, and healthcare institutions.
- Perform Personal Assistant and administrative tasks within a medical setting, including travel arrangements and appointment scheduling.
- Offer referrals to new care providers and educate patients about Aesthetic procedures.
- Utilize extensive knowledge of a patient's medical history to create tailored healthcare plans.
- Coordinate care based on Doctor's assessments, conduct and maintain monthly staff meetings, and handle supervisory management tasks.
- She is proficient with the following tools:
- Google Suites, workspace
- Hubstaff
- Trello
- Canva
- MS office
- CRMs
- Slack
- Zoom
- Discord
- Skype
- Asana
- Social Media
- She has a degree in Marketing Management.
- She can generate 80-100 leads per day and mail merge 1000 emails daily.
- She consider herself as a team-player and problem solver.
- She can start ASAP and open for any part-time or full-time positions.
- Predictive Index - Altruist
https://www.predictiveindex.com/reference-profile/altruist
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
A pleasant and extraverted person, Mary Rose 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. Mary Rose 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.
Employment History
Customer Service - Sales Associate
Industry:
Banking / Financial Services
Employment Period:
March 2008 to May 2008 (2 Months)
Duties and Responsibilities:
- Help customers with complaints and questions, give customers
information about products and services, take orders, and
process returns. By helping customers understand the product
and answering questions about their reservations, more of
dealing and closing Sales.
Customer Relations - Receptionist
Industry:
Automobile / Automotive Ancillary / Vehicle
Employment Period:
November 2013 to December 2014 (13 Months)
Duties and Responsibilities:
- Performs administrative and clerical duties, providing excellent customer service. Operate the switchboard, answer phone calls, respond to emails, serve as greeters, and professionally managethe reception area. Organization and communication skills from troubleshooting the dealership’s computer system to interpreting a customer’s bill or promptly directing a complaint.
- Implementing office protocols and providing assistance throughout the automotive dealership. Schedule necessary appointments, make travel arrangements, purchase office supplies, and assist with marketing brands on the social media and on-site events.
Patient Care Coordinator
Industry:
Healthcare / Medical
Employment Period:
May 2016 to August 2020 (51 Months)
Duties and Responsibilities:
- Managing communication between patients, family members, care providers and other healthcare institutions. Personal Assistant tasks, Admin tasks in Medical setup, travel arrangement, scheduling appointments with Doctors, providing referrals to new care providers and educating Patients about Surgical and Non-Surgical Aesthetic procedures.
- Providing in-depth knowledge of a patient’s medical history and healthcare needs use to provide guidance and create a healthcare plan. Assess patient’s needs and coordinate care based on Doctors assessment.
- Create, Conducts and Maintains monthly staff meetings/schedules with the care team.
Virtual Assistant - Lead Generation and Social Media Admin
Industry:
Others
Employment Period:
May 2020 to December 2022 (31 Months)
Duties and Responsibilities:
- Conduct market research to pinpoint potential leads and target audiences.
- Utilize online databases and resources to gather contact information and relevant data forpotential leads.
- Verify and update existing data to maintain accuracy and completeness.
- Analyze data for identifying trends, patterns, and lead generation opportunities.
- Collaborate with marketing and sales teams to create targeted campaigns and strategies basedon research findings.
Virtual Assistant - Research and Web3 Data Entry
Industry:
Others
Employment Period:
January 2023 to March 2023 (2 Months)
Duties and Responsibilities:
- Research and identify potential customers fitting the Ideal Customer Profile (ICP).
- Compile qualified prospect lists using various sources like websites, social media, news sites,and LinkedIn.
- Collaborate with Sales Manager to prioritize information sources and understand WEB3 Bound'sservices.
- Establish a process to generate over 300 leads per week across different industries.
- Work closely with the sales team, attend meetings, use communication tools like Slack, andtrack key performance indicators (KPIs) focused on qualified leads in Google Sheets.
Virtual Assistant - Content/Blog Writer
Industry:
Others
Employment Period:
April 2023 to October 2023 (5 Months)
Duties and Responsibilities:
- Curate images from photo shoots and add alt text on Pixieset website.
- Manage tasks using Monday.com.
- Handle social media accounts (Facebook and Instagram) for posting.
- Perform transcription and implement basic SEO practices.
- Focus on creating soulful content and blogs for a Photography business, along with someadministrative and email management duties.
Education History
Field of Study:
Marketing
Major:
Graduation Date:
March 1, 2014
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
Administrative Skills, Administrative Support, Customer Handling, Customer Relations, Social Media, Social Media Management,
INTERMEDIATE ★★
-
Ad Copywriting, Facebook Ads, Social Media, Customer Service, Administrative Support, Administrative Skills, GmailTrelloAsanaCRMMarketing
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: HP 15 Notebook PC
- Processor: intel(R) Celeron(R) CPU N2840
- Operating System: Windows 10
All-inclusive Rate: USD $9.37/hr
Roxanne
Candidate ID: 439180
ADVANCED
-
Customer Service, Communication Skills, Outbound Appointment Setting, Outbound Sales...
INTERMEDIATE
-
Technical Support, Lead Generation, B2B Marketing...
Median Rate
$9.37
$10.40
if $1 = PHP52
$12.40
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Full Time: $USD 9.37 per hour or $USD 1623.97 per month
Remote Staff Recruiter Comments
- 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.
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.
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
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.
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.
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.
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 $7.03/hr
Maria
Candidate ID: 437441
ADVANCED
-
Technical Support, Sales, Customer Service, Virtual Assistant Skills...
INTERMEDIATE
-
Lead Generation, Technical Support, Xero...
Median Rate
$7.03
$7.63
if $1 = PHP52
$8.79
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 6.84 per hour or $USD 592.65 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:
December 2020 to March 2022 (14 Months)
Duties and Responsibilities:
- Inbound calls
- Outbound calls
- Order Management
- Email Support
- Chat Support
- Tech Support
- Sales Support
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.
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.
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.
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.
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.
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
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
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 $8.90/hr
Michelle
Candidate ID: 431983
ADVANCED
-
Social Media Management, Community development, Social Media Marketing, Social Media...
INTERMEDIATE
-
Executive Assistance, Operations Management, People Management...
Median Rate
$8.90
$9.85
if $1 = PHP52
$11.68
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 8.90 per hour or $USD 771.37 per month
Full Time: $USD 8.90 per hour or $USD 1542.73 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
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
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
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 $6.84/hr
Mnemosyne
Candidate ID: 429690
ADVANCED
-
Customer Handling, Customer Experience, Administrative Support, Phone Support...
INTERMEDIATE
-
Sales, Spreadsheets, Email Handling, Microsoft Outlook...
Median Rate
$6.84
$7.41
if $1 = PHP52
$8.50
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 6.84 per hour or $USD 592.65 per month
Full Time: $USD 6.84 per hour or $USD 1185.30 per month
Remote Staff Recruiter Comments
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
- Grasshopper
- Google Suite
- DocHub
- Slack
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.
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
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
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
English Tutor
Industry:
Education
Employment Period:
November 2019 to January 2022 (25 Months)
Duties and Responsibilities:
- Teaching Japanese students the English language
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
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
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 $8.90/hr
Emilynn
Candidate ID: 428698
ADVANCED
-
Appointment Setting, Inbound Calls, Customer Service, Sales...
INTERMEDIATE
-
Technical Support, Chat Support, Email Support...
Median Rate
$8.90
$9.85
if $1 = PHP52
$11.68
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 8.81 per hour or $USD 763.24 per month
Full Time: $USD 8.90 per hour or $USD 1542.73 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.
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 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.
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 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
Executive Assistant
Industry:
Healthcare / Medical
Employment Period:
May 2023 to May 2024 (12 Months)
Duties and Responsibilities:
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 $6.56/hr
Levilyn
Candidate ID: 422857
ADVANCED
-
Customer Service, Administrative Support, Retention, Account Validation...
INTERMEDIATE
-
Microsoft Office, CRM, Google Apps, Team Management...
Median Rate
$6.56
$7.07
if $1 = PHP52
$8.07
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 6.84 per hour or $USD 592.65 per month
Full Time: $USD 6.56 per hour or $USD 1136.56 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
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.
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
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.
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 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.
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.
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 $14.99/hr
Prince
Candidate ID: 422834
ADVANCED
-
Appointment Setting, Lead Generation, Outbound Calling, Cold Calling...
INTERMEDIATE
-
Email management, Calendar Management, Time Management, Web Service Development...
Median Rate
$14.99
$17.06
if $1 = PHP52
$21.05
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 13.12 per hour or $USD 1136.92 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.
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 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.
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
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:
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
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
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.
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
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.
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
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 $7.12/hr
Michelle
Candidate ID: 419717
ADVANCED
-
Microsoft Office, Google Apps, Phone Support, Slack...
INTERMEDIATE
-
Administrative Support, Project Management...
Median Rate
$7.12
$7.74
if $1 = PHP52
$8.94
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 7.12 per hour or $USD 617.02 per month
Full Time: $USD 7.12 per hour or $USD 1234.04 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.
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".
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
Project Manager
Industry:
Healthcare / Medical
Employment Period:
June 2026 to August 2026 (2 Months)
Duties and Responsibilities:
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, Slack,
INTERMEDIATE ★★
-
Administrative SupportProject Management
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
*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.
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
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.
For instance, role-playing exercises provide practical experience to help them refine their approaches in different scenarios. It’s also helpful to have additional training for advanced scheduling tools and CRM systems.
Technology Integration
New technologies can disrupt workflows if you don’t break them in properly, so you need to prepare your staff accordingly.
When implementing new software, it’s best to provide adequate training for your appointment setter/s beforehand. This allows them to familiarise themselves with the tool and understand its functionalities.
Proactively involving them in the transition process gives them a sense of ownership and equips them with readiness to embrace changes.
Feedback Mechanism
Implementing effective feedback mechanisms can significantly improve the appointment-setting process. It allows you to gather insights from both clients and internal stakeholders.
To do this, collect feedback from clients through surveys, post-appointment follow-ups, or direct conversations. Moreover, solicit feedback from your own staff to identify any training gaps and opportunities for streamlining workflows.
This proactive approach helps foster a culture of continuous improvement, allowing your business to adapt to evolving client and industry demands.
Conclusion
Appointment setting can be challenging on your own, but you can get better results with far less stress if you delegate it to professionals.
The right ones can provide various appointment-setting benefits like lead generation, customised solutions, and enhanced customer engagement. This frees you up to focus on your core functions and grow your business faster.
Maintain a growing customer pipeline and build a more stable business by delegating appointment setting to a professional today!
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Syrine is studying law while working as a content writer. When she’s not writing or studying, she engages in tutoring, events planning, and social media browsing. In 2021, she published her book, Stellar Thoughts.
