Hire World-Class, High Performing, Vetted Remote Staff.
Cut Labor Costs by 70%

Ana presents over five years of experience as a Marketing & CRM Automation Specialist within the digital marketing and technology industry, with a strong focus on lifecycle marketing, customer journey development, and CRM automation systems.

She demonstrates solid hands-on expertise across key marketing platforms, including:

• HubSpot
• Salesforce Marketing Cloud
• Braze

where has built and optimized end-to-end automation workflows. Her experience spans lead capture, segmentation, nurturing, and lifecycle management, as well as executing multi-channel campaigns across email, SMS, MMS, and direct mail. This breadth of exposure reflects her ability to support integrated, data-driven marketing strategies.

Ana has working knowledge of HTML and CSS for email development and has experience with basic API integrations, enabling her to manage campaign builds and integrations with minimal supervision. In addition, she holds several relevant certifications that support her expertise in digital marketing and automation, including:

• Email Marketing
• Content Marketing
• Digital Marketing
• Social Media Marketing
• Project Management
• GoHighLevel

Overall, she is a strong mid-level marketing automation professional with well-rounded experience in CRM platforms, campaign execution, and automation strategy. She would be well-suited for roles requiring hands-on workflow development, multi-channel campaign management, and CRM integration in performance-driven marketing environments.

Aly is a technically capable CRM and automation specialist with approximately 1 to 2 years of hands-on experience in workflow automation, integrations, and CRM management within the marketing services industry. She demonstrates solid foundational knowledge in tools such as:

• Zapier
• Make (Integromat)
• Multiple CRM platforms including GoHighLevel, Zoho, HubSpot, and ActiveCampaign .

She shows strong familiarity with building end-to-end automation workflows, including lead capture, tagging, pipeline assignment, and automated email/SMS follow-ups. A notable accomplishment is her migration of approximately 100 automation workflows from Zapier to Make, where she independently tested triggers, validated execution logs, and ensured system accuracy. This reflects strong problem-solving ability, attention to detail, and persistence in troubleshooting complex integrations. Her understanding of API documentation and versioning further supports her capability in handling more advanced integration tasks.

Aly is a strong junior-to-mid level automation specialist with solid execution skills in CRM workflows and integrations. She is best suited for roles requiring hands-on automation building, system maintenance, and operational support.

Pamela presents as a calm, professional, and detail-oriented candidate with a solid foundation in architectural 3D design. Her educational background in Architecture, combined with recent hands-on experience in the outsourcing industry, positions her well for visual design and modeling roles within a remote setup. While her exposure is primarily centered around exterior architecture, her enthusiasm for expanding into more creative, brand-centric design work is notable. She communicates her processes clearly and appears genuinely open to adapting her skills to new applications, including event-based or pop-up installations.

Sample Portfolio: Link

Technical Skills & Tool Proficiency:

• Her primary tools include SketchUp for modeling and Lumion for rendering—both of which she uses confidently to execute highly accurate and visually appealing architectural designs.
• She has applied these tools extensively in residential and infrastructure projects.
• While her direct exposure to Rhino or SketchUp Layout for pop-up design was limited, she articulated her architectural process clearly and indicated that her strong understanding of design logic and rendering tools could translate well to event/exhibition design.
• She also reported being proficient in Adobe Creative Suite—namely Photoshop, Illustrator, and InDesign—which she used regularly in her previous role to polish and present designs.

Creative Aptitude & Adaptability:

• She showed enthusiasm about stepping beyond pure architectural design and embracing the more conceptual and brand-focused aspects of the role.
• When presented with the client’s portfolio, she confidently acknowledged her ability to replicate similar outcomes using her existing skill set.
• She also expressed a desire to contribute creatively, leveraging her architectural discipline to deliver compelling and visually striking outputs aligned with client vision.
• Her responses during the design walkthrough indicate a methodical yet flexible approach, which is essential in a collaborative design environment.
• She is able to start immediately.

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

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

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

 

1. Career Highlights / Relevant Projects

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

 

2. Skill Proficiency + Tech / Software Proficiency

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

 

She can start immediately.

Predictive Index Behavioral Profile: Specialist

 

Strongest behavior:

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

 

Behavioral Summary:

• Cashmer is a very conscientious person, particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within own area of expertise.
• Reserved, serious, and always concerned with the exact correctness of the work. Self-discipline, sense of duty, and respect for authority and tradition are strong qualities in Cashmer, who takes responsibilities very seriously.
• With experience and/or training, Cashmer will develop a high level of specialized expertise and efficiency. Disciplined and dedicated to the job and the company. Work pace is somewhat faster-than-average, and Cashmer is motivated by a real concern for getting work done on time and correctly. Discipline and circumspect thinking will lend caution to decision-making; plans ahead, double checks, and follows up carefully on decisions and actions.

• Cashmer is a highly experienced outbound sales professional with over a decade of hands-on B2B and B2C selling experience across the tech, digital marketing, and IT service sectors—making her a strong fit for full-cycle sales responsibilities.
• She has a proven track record managing cold outreach campaigns using LinkedIn, email marketing tools, SMS, and phone calls.
• Cashmer has worked in quota-driven environments and is confident prospecting and converting leads into long-term customers.
• She has a consultative approach to selling—prioritizing the customer's needs and providing value first over aggressive tactics, which aligns perfectly with mission-driven marketing/sales.
• In her prior roles as General Manager and Senior Business Development Executive, she was responsible not just for sales but for creating and refining sales systems, collaborating with leadership, and contributing strategically to business growth.
• She’s also familiar with pipeline ownership using CRMs like Salesforce and Tally, managing lead urgency, follow-up schedules, and performance metrics.
• Cashmer expressed strong interest in working with a purpose-driven company.
• She is confident, technically capable, and proactive—ready to start immediately, open to the AU shift, and amenable to part-time with the possibility of transitioning to full-time.

Predictive Index Behavioral Profile – Specialist

Strongest Behaviors:

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

Behavioral Summary:

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

Patrick brings over seven years of hands-on experience in digital marketing, virtual assistance, and web administration, particularly within the legal services sector. His tenure as an all-around virtual assistant for a law firm showcases his proficiency in a broad spectrum of digital marketing responsibilities.

Technical Expertise and Experience:

• Social Media Management: Comprehensive experience with platforms such as Facebook, LinkedIn, Instagram, and Twitter. His approach involves detailed planning using tools like Asana and eClincher, including content scheduling, graphic creation, and performance monitoring using analytics.
• Campaign Strategy & Execution: Proficient in running targeted Facebook and Meta ad campaigns, using cost-per-click (CPC) and return on ad spend (ROAS) as primary performance indicators. He has leveraged tools such as Hootsuite, eClincher, and Go High Level (GHL) for campaign management and tracking.
• Content Creation: Skilled in both graphic and basic video content production (Filmora, CapCut), as well as blog creation and SEO-oriented article generation using SEMrush and AI-assisted tools.
• Client & Community Engagement: Patrick has hands-on experience with outreach strategies, including follow-ups, email marketing (SendGrid, GHL), and community-building efforts via internal intranet management.
• Technical Adaptability: Demonstrated comfort with remote monitoring tools (similar to Time Doctor) and project management platforms.

Predictive Index Behavioral Profile - Collaborator

Strongest Behaviors

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

Patrick 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.

Jareth “Jha” is a seasoned accounting and bookkeeping professional with 20 years of experience, including the last 5 years working with international clients as a freelancer. She has serviced businesses across Australia, the UK, the US, Canada, and New Zealand, spanning industries such as IT, real estate, e-commerce, hospitality, and payroll/accounting services. Jha is certified in Xero and QuickBooks, and is proficient with accounting platforms including NetSuite, MYOB, and SAP. She has solid experience with Dext for invoice capture and processing, particularly in Australian accounting contexts. Her expertise covers end-to-end accounting functions—accounts payable/receivable, payroll preparation, BAS and PAYG compliance, bank reconciliation, and financial reporting.

Work Experience

• End-to-End Accounting & Bookkeeping – Managed AP/AR, processed and reconciled accounts, prepared monthly financial reports including balance sheets, and handled bank reconciliation.
• Australian Accounting Expertise – Worked with Melbourne-based hospitality business handling AP, deposits, BAS lodging, PAYG, ATO compliance, and AP reconciliation.
• Payroll Processing – Experienced in preparing payroll for AU clients, coordinating payment execution with onshore counterparts.
• International Client Support – Provided accounting services to companies in multiple countries with varying compliance requirements.
• Software Proficiency – Certified Xero Advisor and QuickBooks ProAdvisor; skilled in Dext, NetSuite, MYOB, and SAP.
• Compliance & Reporting – Ensured adherence to local tax regulations, prepared accurate compliance reports, and supported management with timely financial data.

Predictive Index Behavioral Profile: Operator

 Strongest behavior:

• 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 whowon’t “rock the boat.”
• Methodical, steady, and even-paced; loses productivity when interrupted.

 

Behavioral Summary: 

• Helpful, patient, and stable; works steadily and consistently. Respectful of established processes, standards, and policies, they will work within those standards to ensure repeated successes and high-quality results. Jareth 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.Will focus on the details of the work and will handle them with somewhat better than average accuracy. Inkwork involving repeated contact with people, Jareth will be pleasant, agreeable, and supportive. Derives satisfaction from helping others and likes to feel part of a secure team.

Jareth is a seasoned accounting and bookkeeping professional with an impressive 20 years of experience across diverse international markets, including the United Kingdom, Australia, New Zealand, Canada, and the Philippines. Throughout her career, she has taken on a wide range of roles that have sharpened her ability to work within various financial systems, navigate complex reporting standards, and adapt to industry-specific accounting practices. Her academic foundation is equally strong—she holds a Bachelor of Science in Commerce, majoring in Financial Accounting, from Far Eastern University, where she graduated with honors (Cum Laude) and achieved a GPA of 1.50.

Professionally, Jareth is a certified Xero and QuickBooks Pro Advisor, and she possesses advanced expertise in leading ERP platforms such as SAP and Netsuite. These skills empower her to manage intricate accounting workflows and implement system integrations with confidence and efficiency. Her work history also reflects a strong track record of loyalty and advancement, most notably her 8-year tenure at Aprisa Business Process Solutions Inc., where she progressed into leadership roles, supervising accounting staff and overseeing core finance operations.

She is particularly well-versed in both Philippine and Australian accounting environments, with a deep understanding of local compliance protocols and statutory requirements. Jareth has hands-on experience with regulatory tasks such as the preparation and lodgment of Business Activity Statements (BAS), Goods and Services Tax (GST) reporting, and submissions to the Australian Taxation Office (ATO). This international compliance background makes her an ideal candidate for roles that demand both technical accounting expertise and cross-border regulatory knowledge.

 

1. Career Highlights / Relevant Projects

• Has 3 years of Australian bookkeeping experience, primarily in the hospitality and training sectors, handling end-to-end accounts payable, BAS/GST lodgment, and monthly financial reporting.
• Although no direct construction industry experience in AU was noted during freelancing, has prior exposure to construction-related bookkeeping from his work with a real estate firm (Ayala Land) locally, which involved familiarity with compliance processes.
• Played key roles in clean-up/reconciliation projects for multiple clients, including backlog resolution for prior-year audits — a highly valued experience for the prospective role.
• Was part of multiple international finance teams, including at Food and Desire (Australia) and Williams Stanley & Co (UK), showcasing adaptability and cross-border accounting competence.
• Experience working with an agency/BPO structure, indicating strong collaboration and communication with multiple stakeholders.

 

2. Skill Proficiency + Tech / Software Proficiency

• Strong technical grasp of accounting cycles including AP/AR, payroll preparation, bank reconciliation, P&L reporting, and fixed asset reconciliation. Demonstrated clear communication skills and a collaborative attitude, with the ability to work full-time, mid or day shift, and start immediately.

• Tech / Software Proficiency: Advanced in Microsoft Excel and Google Sheets — comfortable with formulas including VLOOKUP, HLOOKUP, PivotTables, and complex data modeling, as confirmed during the interview. Software proficiency includes: Accounting: Xero (4+ years), QuickBooks, SAP, Netsuite, MYOB, Cooking the Books. Payments/Banking Tools: Payway, Triple C, ACH. Productivity Tools: MS Excel, Google Workspace, Priava, Tripleseat

 

 She can start immediately.

Predictive Index Behavioral Profile: Operator

 
Strongest behavior:

• 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 whowon’t “rock the boat.”
• Methodical, steady, and even-paced; loses productivity when interrupted.

 

Behavioral Summary: 

• Helpful, patient, and stable; works steadily and consistently. Respectful of established processes, standards, and policies, they will work within those standards to ensure repeated successes and high-quality results. Jareth 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.Will focus on the details of the work and will handle them with somewhat better than average accuracy. Inkwork involving repeated contact with people, Jareth will be pleasant, agreeable, and supportive. Derives satisfaction from helping others and likes to feel part of a secure team.

Overall Profile

• Experienced VA with background in lead generation, email marketing, and social media management.

• Strong familiarity with Zoho (client-required CRM).

• Hands-on experience with organic lead generation.

• Multi-platform social media exposure.

Lead Generation & Database Building

• Has prior experience with inbound and outbound lead generation, including:

  • Google search for potential business prospects

  • Manual qualification of leads and digital generation via LinkedIn Sales Nav, Apollo, etc.

CRM & Email Marketing (Zoho Experience)

• Created email campaigns within Zoho u

• Handled database segmentation and campaign distribution

Social Media & Content Support

• Experience managing:

  • Facebook

  • Instagram

  • TikTok

  • LinkedIn

• Uses tools such as:

  • Canva

  • CapCut

• Able to create content based on provided niche/category guidelines.

• Comfortable adapting to existing brand voice and prior content samples.

• Experience appears practical and execution-based rather than strategy-heavy.

Darrel has a well-rounded profile with a strong background in front-end web development, SEO, and WordPress/Elementor, making him a solid candidate for the Website Page Speed Expert role. He has 5 years in web development roles (2020–2025), plus additional years in technical leadership.

• He optimized websites for faster load times and improved cross-device navigation
• He implemented SEO best practices and tested performance on landing pages
• He is advanced skills in HTML5 and CSS3, intermediate in JavaScript
• Has optimized WordPress front-ends and developed responsive components.
• He demonstrated ability to enhance site performance in both CMS and custom environments.
• He translated Figma to responsive HTML/CSS and worked with Storyblok and WordPress.
• He has Intermediete evel experience in Elementor
• He has Strong SEO foundation with Advanced-level SEO, Technical SEO, SEO Audit, and SEO Analysis.

Predictive Index Behavioral Profile - Specialist

• 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

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

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

• Mimi brings over seven years of cumulative experience in the BPO industry, with a strong focus on inbound and B2B sales within the telecommunications sector. This highlights her ability to work with targets, upsell products, and manage customer relationships effectively
• In her most recent work, she handled voice-based international sales.
• Mimi also holds a Bachelor's Degree in Computer Science.
• She is looking for a full-time role and can start immediately.
• Predictive Index Behavioral Profile - Artisan
• Strongest Behaviors
• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
• 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.

Behavior Summary

Mimi 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 her area of expertise. Works at a steady, even pace, leveraging their background for the betterment of the team, company, or customer.

• Jodel is a seasoned virtual professional with a diverse background spanning customer service, insurance underwriting, program data analysis, and virtual assistant roles.
• In his most current work, Jodel served as an Image Annotator for AI-based image training datasets, involving tagging, categorization, and metadata validation.
• Some of the tools and platforms he used are:
  • CRM and communication platforms: RingCentral, Salesforce, Zendesk, ATLAS, Google Workspace
  • Productivity and design tools: MS Office, Canva, Photosho
  • Communication: Microsoft Teams
  • Specialized tools for data annotation and insurance processing
• He holds a Bachelor of Science in Information Technology and has completed a Facebook Media Buying certification course.
• Jodel is open to both full-time and part-time roles and can start immediately.
• Predictive Index Behavioral Profile - Maverick
• Strongest Behaviors
  • Risk-taking, daring, and focus on future goals; this individual is more concerned with where they’re going than either how they’ll get there, or where they’ve been. Adaptable, operates flexibly.
  • Makes decisions and takes action, even with little proof confirming their decision. Confident in their own ideas and unimpressed with tradition.
  • Socially informal, extroverted, and outgoing; gets familiar quickly. Communicates in an uninhibited, lively, and adaptable manner, drawing others into the conversation.
• Behavior Summary
  • Jodel's drive is directed at getting the important things done. Competitive, ambitious and venturesome, he responds positively and actively to challenge and pressure, always sure of an ability to handle problems and people. He is outgoing and poised; a forceful, animated, communicator tending to be more authoritative than persuasive in style. He talks briskly, with assurance and conviction and is a stimulating influence on others, while being direct, determined and flexible.

New Business / Production – Data Entry, Docusign & Client Interaction
Mary Ann has managed customer records, form submissions, and CRM updates in roles like Admin Assistant and Productivity & Admin Assistant. She’s proficient in tools like Docusign, JotForm, Adobe Acrobat, Google Sheets, and AirTable, making her highly capable of handling application submissions and data collection via phone/Zoom.

Client Support – Emails, Texts, Calls, Policy Management
She has consistently handled client communications across various roles, including:
Calling/emailing customers to follow up on payments, documentation, and inquiries
Sending personalized messages (emails/texts) and ensuring timely responses
Working closely with platforms like RingCentral, WhatsApp, and Gorgias for customer touchpoints
Managing client records and responding to updates or document requests in less than 24–48 hours
This directly supports the requirement to manage Melissa Gomez’s client communication pipeline.

Tracking / Reporting – Transmittals, Spreadsheets, Case Notes
Mary Ann’s daily responsibilities have involved:
Maintaining and updating internal trackers and logs for service operations and customer interactions
Using tools like Google Sheets, Excel, Notion, Trello, and Asana for case progress tracking
Keeping detailed notes on tasks completed and case status—critical for insurance application tracking and client production logs
Her structured task documentation aligns well with the Production Log management and transmittal requirements of the role.

Scheduling and Follow-ups – Exams, Appointments, Documents
Her work in patient coordination and healthcare scheduling, as well as service booking and warranty coordination for an Australian plumbing business, shows her ability to:
Book exams and appointments
Follow up for missing requirements
Monitor deadlines and ensure follow-through without supervision

Tools & Certifications:
Systems & Tools:
Docusign, JotForm, Adobe Acrobat
Google Workspace, MS Office, Notion, Trello, Airtable
Communication: Slack, MS Teams, Zoom, Google Meet, WhatsApp
CRM & Admin Platforms: HubSpot, Kayako, Gorgias, LiveAgent
Finance/Back-office: QuickBooks, Xero

Certifications:
General Virtual Assistant (2023)
Bookkeeping & QuickBooks Online (2023)
SEO & Data Handling (2023)

Strengths & Soft Skills:
High attention to detail & task ownership
Proactive communicator – both written and verbal
Time management & prioritization under fast-paced conditions
Comfortable with multi-step client cases and multiple follow-ups

Summary:
Mary Ann Briones-Visco is exceptionally well-suited to this administrative and client-facing support role. Her experience in form submission, CRM management, client coordination, follow-ups, and documentation tracking aligns directly with the job’s core responsibilities. With advanced digital literacy and a proven background in service excellence, she would bring structure, responsiveness, and reliability to the client workflow from day one.



Predictive Index Behavioral Profile - Individualist


Strongest Behaviors
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.
Persistence; consistent pursuit of goals in calm, methodical manner even when setbacks occur. Opinionated; slow to change.
Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat.”
Methodical, steady, and even-paced; loses productivity when interrupted.
 

Maria is a highly adaptable and detail-oriented professional with 5–6 years of combined experience in the BPO sector and as a remote administrative/virtual assistant, with particular strengths in healthcare, customer service, general admin, and e-commerce operations.

Maria's early career in the BPO industry was in the U.S.-based healthcare and insurance sector, where she rose from healthcare support roles to team leader for escalations. In 2022, she transitioned into remote and freelance roles where she held responsibilities as a Medical Virtual Assistant, Executive Assistant, and Operations Coordinator, supporting U.S. and Australian clients in healthcare, consumer electronics, and plumbing services.

Her experience includes managing complex communications, appointment scheduling, CRM data entry, basic bookkeeping, vendor coordination, and email/chat support. She is tech-savvy and familiar with CRM and support tools like HubSpot, Zendesk, Tradify, QuickBooks, WordPress, Trello, Asana, and various Microsoft and Google applications.

Maria completed formal training in general virtual assistance, bookkeeping, and SEO through ProVA, which she leveraged effectively in subsequent roles. She demonstrates strong initiative, having contributed to the end-to-end setup of systems and communications for a startup e-commerce client.

Work Experience Summary:

Virtual Assistant – E-commerce / Consumer Electronics (U.S.-based startup)

• Helped establish operational systems from scratch
• Handled CRM (HubSpot), Shopify, BestBuy Canada, Amazon listings
• Facilitated vendor coordination, client communications, and stakeholder meetings
• Managed email, calendar, and escalations on behalf of CEO

Admin Assistant – Plumbing & Relining Company (AU-based)

• Managed appointment scheduling via Tradify
• Performed invoicing, quoting, bookkeeping support
• Handled customer communication, blog content, and email support
• Used Canva, MS Teams, and Google Suite extensively

Medical Virtual Assistant – DME Provider (U.S.-based)

• Coordinated with doctors and providers on claims, billing, and prior authorizations
• Managed patient appointments and health documentation
• Utilized Epic, Braintree, Microsoft Office, and EMR tools

Team Lead – U.S. Healthcare BPO (Member Escalations)

• Led complex customer case resolutions for a U.S. insurance provider
• Delivered high-touch support and guided team handling sensitive health benefits issues

Key Strengths:

• Strong foundation in client coordination, escalation handling, and back-office support
• Experience with both startup operations and structured corporate healthcare accounts
• Proficiency in CRMs, scheduling tools, and basic accounting platforms
• Excellent communication skills across U.S. and AU clients
• Demonstrates high ownership, flexibility, and eagerness to contribute long term

She can start immediately and is amenable to full-time work arrangements.

Predictive Index Behavioral Profile - Individualist

Strongest Behavior

• 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 coworkers. Doesn’t easily change.

Behavioral Summary

Mary Ann 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

• Mary Ann is a versatile and highly capable virtual assistant with a strong background in healthcare support, administrative coordination, and executive assistance. With over five years of professional experience in both corporate and remote work environments, she has built a solid career foundation in roles involving medical VA tasks, customer service, appointment setting, basic bookkeeping, and content creation.
• In her most recent work, she handled daily bookings, customer communications, quote follow-ups, blog content writing, and admin process improvements for an Australian plumbing firm.
• The tools and platforms she was able to use are:
• Admin & Communication: Google Workspace, MS Office, Slack, Trello, Zoom, Outlook, MS Teams
• CRM and Helpdesk: Zendesk, RingCentral, Gorgias, Freshdesk, Kayako, HubSpot
• Healthcare Systems: EPIC, Elation, eClinicalWorks, Citrix, Parachute
• Bookkeeping & Invoicing: QuickBooks, Xero, Tradify
• Project & File Management: Dropbox, GDrive, AirTable, Docusign

Mary Ann is also QuickBooks Online Certified and has completed training in SEO, General VA, and Bookkeeping.

She is available for a full-time work and can start immediately.

Predictive Index Behavioral Profile - Individualist

Strongest Behaviors

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.

Persistence; consistent pursuit of goals in calm, methodical manner even when setbacks occur. Opinionated; slow to change.

Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat.”

Behavior Summary

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

Adrian is a licensed Civil Engineer with over six years of progressive experience in the construction industry, primarily focused on land development and housing infrastructure. His trajectory demonstrates a strong capacity to grow within the same organization, advancing from Office/Site Engineer to Project Manager, where he has successfully led multiple large-scale projects in the Philippines across Cavite, Batangas, and Laguna.

He has end-to-end project management experience, including tendering, scheduling, resource allocation, and stakeholder engagement. He is capable of creating and presenting tender documents, including the development of Terms of Reference (TOR) and submission guidelines. He has also led site planning and safety optimization through implementation strategies and resource deployment planning.

Strengths and Core Competencies:

Adrian’s hands-on project exposure showcases comprehensive knowledge in construction planning, budget management, resource allocation, and regulatory compliance. His responsibilities span end-to-end project management—from estimating and scheduling to stakeholder coordination and quality assurance—demonstrating a well-rounded skill set. Notable strengths include:

• Project Oversight and Execution: Led the successful completion of land development and housing construction projects across various locations, with scopes reaching up to 15.9 hectares and hundreds of housing units.
• Technical and Documentation Expertise: Skilled in preparing shop drawings, as-built plans, and progress billings; proficient in industry-standard tools such as AutoCAD, Planswift, and Bluebeam Revu.
• Safety and Compliance: A certified Safety Officer I with COSH training, and familiar with environmental impact assessment, soil analysis, and traffic safety management.
• Leadership and Communication: Proven ability to supervise cross-functional teams and coordinate with stakeholders, subcontractors, and developers, ensuring on-time and within-budget delivery.
• He is able to start after 30 days notice

Predictive Index Behavioral Profile - Scholar

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.
• 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.
• Authoritative and direct, driven to accomplish personal goals; pushes through roadblocks assertively. Communication is direct, to the point, and sometimes brusque.
• Works at a faster-than-average pace, producing results in general accordance with schedules and “the book.”

Behavioral Summary

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

This individual 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.