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• Experienced professional with over 8 years in operations and customer service roles, including senior-level responsibilities in fraud and disputes resolution.
• Certified in Peak Performance Coaching - PPQ (Leadership Training).
• Successfully resolved fraud and dispute claims, balancing the interests of cardholders, merchants, and the company.
• Demonstrated expertise in identifying fraudulent transactions and providing optimal solutions for customer satisfaction.
• Mentored and trained end-users on software, hardware, and network standards, ensuring they stayed updated on the latest technologies.
• Strong in management, time management, negotiation, critical thinking, communication, and leadership.
• Can start immediately.

Predictive Index Behavioral Profile - Artisan

Strongest Behaviors

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

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

• Handled 25+ inbound and 10–15 outbound calls daily for a home cleaning and laundry service provider.
• Scheduled pick-ups and deliveries using CRM tools, balancing customer requests with route efficiency.
• Increased conversion rates by introducing additional services based on customer needs.
• Conducted call performance analysis and root cause analysis to enhance team efficiency.
• Developed action plans to improve call handling and ensure quality customer service.
• Skilled at diffusing difficult situations by validating customer concerns and providing effective resolutions.
• Ensured follow-ups to confirm the success of resolutions, demonstrating accountability and reliability.
• Proficient in using CRM tools for bookings and customer management (specific tools not named but similar to ServiceM8).
• Experienced in route planning and schedule optimization for service efficiency.

• Private, serious, introspective, and reserved. Takes time to connect to and trust new people.
• Focused; can concentrate on the task at hand for long periods. Quickly notices and understands technical matters more than social ones. Consistent and patiently thoughtful.
• Works at a steady, unwavering pace; most comfortable with familiar processes, environments, and co-workers. Doesn’t easily change.
• Task-focused; quickly notices and pushes to fix technical problems, assertively cutting through any personal/emotional issues. Has aptitude to spot trends in data or figure out how complex systems work.
• Independent, analytical, critical, and creative thinking and action; little need for external validation before action. Private.

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

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

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

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

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

• Matthew has been working for 7 years in different companies in BPO industry. He handled different positions such as Speech Transcriptionist, Technical Support Representative, and Customer Service Representative. He started working as a Customer Service Representative back in 2016. He supported the following tasks:
  • Data entry 
  • Admin
  • Customer Service
  • Transcriptionist
  • Technical Support
  • Trouble shoot 
  • Ticketing
  • Email support
• He is proficient in systems such as CRM, ITC, and Microsoft tools.
• Matthew is available to start immediately and she is amenable to working the day shift for any part-time or fulltime position.

• Focused on goals and the people needed to get there, not details or plans; frequently delegates details.
• Risk-taking, daring, and focus on future goals; this individual is more concerned with where they’re going than either how they’ll get there, or where they’ve been. Adaptable, operates flexibly.
• Fluent, enthusiastic, and comparatively frequent in communication; a motivator who pays attention to others’ points of view.

• Michael is working for more than 10 years in different companies in BPO, and IT industries. He handled different positions such as Technical Support, Computer Operator, Operations Admin, Desktop Support, Senior Customer Service Representative, Reporting Analyst, Sales Specialist and Virtual Assistant. He has bachelor Degree in Information Technology. He worked with US client and supported the following task:
  • Technical support
  • Customer service
  • Inbound and outbound calls
  • Email support
  • Microsoft installation
  • Troubleshoot
  • Admin
• He is proficient in Windows XP Professional, Windows Vista, MS Office, and Sales force.
• Michael is available to start immediately and he is amenable to working the day shift for any part-time or fulltime position.

• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.

• 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

• Mj has over 10 years of experience in sales and customer service. She took Mass Communication in college and joined the BPO under telecom and financial campaigns. In 2020, she shifted to remote work and landed a job in a clothing and cosmetics US business.
• She is proficient in performing the following:
  • Customer support (phone, email, and chat)
  • Order fulfillment
  • Influencer outreach
  • Lead generation
  • Conflict resolution
  • Data reporting and presentation
  • Social media management
  • Inventory management
  • Sales
• She is adept with social media platforms (IG, FB, TikTok), Google Spreadsheets, Microsoft Office Apps (Excel, PowerPoint, Word), Salesforce, Zendesk, Gorgias, Shopify, Trello, ClickUp, Asana, Slack, and Canva while a beginner in Amazon Seller Central and eBay.
• She can start immediately.
• She prefers working the graveyard shift but can consider the day shift too, whether part-time or full-time.

• A relatively private individual, it takes Marfel Jean some extra time to connect to and trust new people. Serious and reserved.
• With an ability to concentrate on the task at hand, is generally more focused on the technical matters than the social ones. Consistent and thoughtful.
• Works at a relatively steady pace; best working with familiar processes, environments, and co-workers. Not inclined to change.

Marfel Jean 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.

Patient and relaxed; is a particularly tolerant and understanding listener. People find this individual easy to talk to and feel no pressure or impatience from this rather easygoing, accepting person. Listens non-judgmentally, and can understand many different sides of an issue. Their unselfish and uncritical interest in others is helpful in developing and maintaining personal relationships. Marfel Jean “wears well” in repeated contacts, thinks of others first, and will often put their needs and interests before their own. Driven to help others, including company management, colleagues, direct reports, or customers.

• Jecko has been working for more than 10 years mostly within BPO/Call Centers and was able to handle accounts mostly for the Travel industry. His expertise and skills include:
  • Customer Support (Phone, Email/Chats)
  • Quality Assurance
  • Team Management
• Handling travel accounts, he's accustomed to:
  • Managing travel arrangements
  • Handling disputes, airline debit memos
  • Using software tools such as GDS Sabre, Amadeus & Fairlogics
• He is available to start as soon as possible in any schedules

• Connecting very quickly to others, strongly motivated to build and leverage relationships to get work done. Openly and easily shares information.
• Strikingly expressive, effusive, and verbal in communicating; talks a lot, and very quickly. Enthusiastically persuades and motivates others by adjusting the message and delivery to the current recipient.
• Very collaborative, works almost exclusively with and through others. Strong intuitive understanding of team cohesion, dynamics, and interpersonal relations.

Jeffrey 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 their behavior; understands people well and is capable of using that understanding to gain the friendship and cooperation of others. It is important to this individual to be liked and accepted, and they express themself 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.

• Luis has accumulated 7 years of work experience, during which time she has gained expertise in various sectors including fitness, garment manufacturing, and BPO services.
• She undertook the responsibility of aiding customers with technical issues, showcasing remarkable proficiency in offering clear and precise troubleshooting assistance. She promptly resolves customer complaints regarding accounts and billing, ensuring swift solutions. Demonstrating adeptness in utilizing telephone communication to verify account details highlights her dedication to efficient customer service. Her friendly and inviting approach when interacting with customers underscores her commitment to comprehensively understanding and addressing their needs.
• She managed various administrative tasks crucial to company operations. She handles telephone and fax communications efficiently, promptly relaying messages to the appropriate departments. She managed client schedules and bookings across various services, reflecting their strong organizational skills and attention to detail. She effectively coordinates the utilization of cardio machines, ensuring smooth operations. She was tasked with managing records and files associated with services underscoring their commitment to maintaining accurate documentation. Also, she oversees inventory and maintenance tasks with diligence, ensuring the availability and functionality of necessary supplies and tools. She is responsible for handling cashier duties and money safekeeping reflects their integrity and reliability. She handles the timely preparation of daily and monthly sales reports and provides accurate financial records. 
• She used the following software:
  • Zendesk
  • Salesforce
  • Shopify
  • Genesis
  • Gmail
• She can start ASAP and is amendable to working full-time and part-time.

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

Ma. Luisa is a serious, introspective person and an analytical and disciplined thinker. Careful, thorough and very focused on their responsibilities.

She is reserved and will generally express themself in a factual, direct, and succinct manner. A conscientious person, their approach to the work is systematic, methodical, and well organized, based on thorough knowledge of, and respect for “the book”. Working with factual, technical or detailed information, they’ll produce carefully thought-out work of high quality and precision. Whether doing work themself, or delegating to others, follow up is close to ensure high-quality results.

• May is a seasoned customer service and sales professional with 10 years of collective experience. She acquired a degree in Business Administration majoring in Marketing Management. She started her career in a local construction company as a Sales Assistant. After 11 months, she transferred to Singapore with her husband where she joined retail, spa, training and research, and contact center as a Customer Service Executive and Business Development Executive. She moved back to the Philippines to look after her growing daughter and she is keen to land remote work.
• Her decade-long experience made her an expert in
  • Telemarketing
  • Data mining
  • Cold-calling
  • Email marketing
  • Appointment scheduling
  • New employee training
  • Customer service via phone calls, emails, and chats
  • Conflict resolution
  • Supporting marketing activities such as website updates, newsletters, and event organization
• She adeptly used Mailchimp, Canva, Meta Business, client-specific CRM, Salesforce, Pipedrive, Sprinkler, Omni, and Microsoft Office Apps (SharePoint, Excel, Word, PowerPoint, Outlook, Teams).
• She can start anytime.
• She is amenable to a graveyard shift, whether part-time or full-time.

• 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.

May 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 their behavior; understands people well and is capable of using that understanding to gain the friendship and cooperation of others. It is important to this individual to be liked and accepted, and they express themself 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.

• Chrizzel has been working for almost 5 years as a Customer Service Representative within the BPO industry. She holds a bachelor's degree in Elementary Education with a specialization in early childhood. In 2020 she was awarded as a top- quality performer and CSAT performer. 
• She supported the following tasks:
  • Technical Support
  • Email Management
  • Chat Support
  • Sales
  • Order Management
  • Billing 
  • Refunds
  • Data Entry
  • Live Chat
• She was exposed to different tools and applications such as Salesforce, Cisco, MS 365, and Discord.
• With basic knowledge using Zendesk and Canva. 
• She can start immediately for any full-time position. 

• 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.

A pleasant and extraverted person, Chrizzel 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. Chrizzel 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.

1. Customer Service: Exceptional at handling inquiries via phone, chat, and email, resolving issues promptly, and managing escalated cases.
2. Technical Support: Proficient in troubleshooting device-related challenges and providing comprehensive support for various technical issues.
3. Multitasking: Efficiently manages multiple tasks, including order processing and data entry.
4. Team Collaboration: Experienced in monitoring and coaching team members, conducting meetings, and fostering effective communication.
5. Communication Skills: Strong written and verbal communication, adept at interacting with stakeholders, clients, and team members.
6. Problem-solving: Effective in resolving customer issues and providing solutions to technical and service-related challenges.
7. Data Management: Skilled in maintaining accurate customer records and generating detailed reports.
8. Attention to Detail: Ensures accuracy in all tasks, from order processing to financial transactions.
9. Remote Support: Provides efficient support through remote access tools, managing customer interactions remotely.
10. E-Commerce Operations: Manages order processing, inventory, refunds, invoices, and payments, ensuring smooth operations.
11. Chargeback Handling: Experienced in processing and managing chargeback disputes.
12. Domain Management: Registers and updates domain settings, handling renewals and related support.
13. Order and Inventory Management: Ensures accurate and timely processing of orders and collaborates with warehouse teams for stock availability.
14. Basic Accounting: Handles financial transactions and reporting.
15. Graphic Design (Basic): Creates basic graphics and utilizes design software.
16. Compliance and Documentation: Adheres to company policies and maintains accurate documentation of interactions and transactions.
17. Project Coordination: Manages timelines and deliverables, coordinating with multiple teams and stakeholders.
18. Report Generation: Creates daily, weekly, and monthly performance reports, highlighting key metrics.

1. CRM Systems: Manages customer records, generates reports, and quotations.
2. Microsoft Office Suite: Proficient in Word, Excel, PowerPoint, and Paint.
3. Google Suite: Uses Docs, Sheets, and Slides for collaborative work.
4. Adobe Photoshop and Canva: Basic graphic design and image editing.
5. Shopify Platform: Manages e-commerce operations and assists merchants.
6. Microsoft Azure and Intune: Manages device connections and support.
7. PowerBI: Basic familiarity with the tool.
8. Slack and Teams: Facilitates team communication and collaboration.
9. Zendesk and Connectwise: Manages customer support tickets and technical support.
10. Outlook: Manages emails and calendar tasks.
11. Jovi Chat: Provides chat support.
12. whois.com: Manages domain registration and updates.
13. Xero: Handles financial transactions and reporting.
14. Shopify Apps and Amazon Seller Central: Manages various e-commerce tools.
15. Alibaba: Manages e-commerce and product sourcing.

• Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new people.
• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
• Operationally, as opposed to socially, focused. Thinks, in specific terms, about what needs to be done and how to do it accurately and flawlessly; follows, in a literal way, that execution plan.
• Private, serious, introspective, and reserved. Takes time to connect to and trust new people.
• Focused; can concentrate on the task at hand for long periods. Quickly notices and understands technical matters more than social ones. Consistent and patiently thoughtful.
• Works at a steady, unwavering pace; most comfortable with familiar processes, environments, and co-workers. Doesn’t easily change.
• 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.

• Quinn has been working for 9 years in different local companies in BPO, and E-commerce industries. She handled different positions such as Cold Caller, Technical Support Specialist, Customer Service Representative, and Telemarketer. She worked with UK and US clients. Quinn supported the following task:
  • Customer support
  • Inbound/Inbound calls
  • Technical support
  • Chat support
  • Order management
  • Sales
  • Social media management
• She is proficient in Shopify, WooCommerce, CRM, and Microsoft tools.
• Quinn is available to start immediately and she is amenable to working the day shift for any part-time or fulltime position.

• 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.