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

John Paul is a highly qualified accounting professional with dual bachelor's degrees in Accountancy and Management Accounting. He holds multiple certifications, including QuickBooks Online Pro Advisor, QuickBooks Online Advanced Certification, Xero Advisor Certification, and a national certificate in bookkeeping from TESDA. His educational background, combined with extensive hands-on experience in bookkeeping and financial management, makes him a strong candidate for this role.

• He has a solid accounting and bookkeeping background, having worked as both an in-house accounting officer and a virtual assistant specializing in bookkeeping for over two years.
• His experience includes managing accounts, processing invoices and expenses, reconciling accounts, and generating financial statements such as balance sheets, income statements, and cash flow reports.
• He is proficient in Xero and QuickBooks Online, handling day-to-day financial transactions, tax preparation assistance, and inventory management.
• Additionally, he has experience working with Australian clients, demonstrating familiarity with Australian accounting standards, including BAS and GST reporting.
• His current and previous roles have also involved reconciling bills against purchase orders and ensuring financial accuracy, which aligns well with the responsibilities of the role.
• He is using accounting software such as Xero and QuickBooks Online, as well as receipt management tools like Hubdoc.
• He has a structured workflow for processing transactions, ensuring accuracy by reconciling bank feeds with recorded transactions, preventing duplicates, and performing mid-month and end-of-month reconciliations.
• He is able to start immediately.

Predictive Index Behavioral Profile - Altruist

Strongest Behaviors

• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.
• Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.
• Detail-oriented and thorough; works to ensure things don’t fall through the cracks, and follows up to ensure they’re done properly and on time.

Behavioral Summary

John is 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, He 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. John Paul gets along easily with a wide variety of people.

Kelvin or KD is an experienced multimedia and graphic designer with over 10 years of experience in branding, web, and marketing design. With a strong foundation in both print and digital media, KD has led creative teams in diverse industries, including higher education, financial technology, and sports marketing. Their experience includes handling end-to-end design projects, from conceptualization to execution, using a range of tools such as Adobe Creative Suite, Figma, and web development technologies.

Work Experience & Skills:

• Higher Education Industry (8 years): Led the web and graphics team for a university, managing branding, website design, and marketing materials. A key achievement was designing the university's mascot, which remains in use.
• Financial Technology Industry (2 years): Worked as a Creative Manager overseeing a team of designers, ensuring the consistency of marketing materials and branding.
• Sports Marketing Industry (1 year): Managed marketing and digital design for an international sports event company, collaborating with a multicultural team across Malaysia, Singapore, and other Southeast Asian countries. This role included overseeing visual assets for promotional campaigns, EDMs, newsletters, and social media content.
• Freelance Experience: Currently engaged in freelance design projects, focusing on branding, website development, and marketing materials for various clients, including universities and art institutions.
• KD has extensive experience managing both local and international teams, demonstrating strong leadership and adaptability. Their approach to team management includes identifying individual strengths, assigning tasks accordingly, and mentoring designers to improve their weaker areas. When working with international teams, KD efficiently utilized project management tools to bridge communication gaps caused by language barriers. Their strategic thinking is evident in their structured brainstorming process, ensuring designs align with client objectives and marketing goals.
• Portfolio: Kelvin's Portfolio
• He is able to start immediately 

Technical Skills & Tools:

• Design & Branding: Adobe Creative Suite (Photoshop, Illustrator, InDesign), Figma, Canva
• Web Development: HTML, CSS, basic coding knowledge
• Video Editing & Motion Graphics: Final Cut Pro, Adobe Premiere Pro, Adobe After Effects
• Project Management & Communication: Slack, ClickUp
• Email Marketing: Experience with Zeta Global (similar to MailChimp) for EDM campaigns

Predictive Index Behavioral Profile - Promoter

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.
• Collaborative; usually works with and through others. Intuitive understanding of team cohesion, dynamics, and interpersonal relations.

Behavioral Summary

Kelvin 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.

Diane is a highly motivated and dedicated professional with a background in Information Technology and extensive experience in the customer service industry. She holds a Bachelor of Science in Information Technology from the University of Rizal System and has also earned a National Certificate II in Computer Servicing from TESDA, demonstrating her technical proficiency.

• Throughout her career, Diane has worked as a Customer Service Representative in various organizations within the business process outsourcing (BPO) industry, specializing in customer relations, dispute resolution, and payment reconciliation.
• Her most recent role at a healthcare services BPO involved assisting hospitals with missing credits, reconciling duplicate payments, and processing credit memos.
• Prior to this, she developed expertise in handling escalated complaints, resolving billing issues, and ensuring customer satisfaction in other BPO environments.
• Her proactive approach to problem-solving, strong communication skills, and ability to handle complex customer concerns highlight her adaptability and efficiency in a fast-paced industry. 
• She is avaiable to start immediately.

Predictive Index Behavioral Profile - Controller

Strongest Behaviors

• Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.
• Detail-oriented and thorough; works to ensure things don’t fall through the cracks, and follows up to ensure they’re done properly and on time.
• Driven to achieve operational efficiencies: thinks about what needs to be done and how it can be done as fast as possible while maintaining a high-quality outcome. Impatient with routines.
• 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.

Behavioral Summary

Diane is a self-disciplined, conscientious person who will develop a high degree of expertise and skill in a specialized job. Has the drive to get things done right and in accordance with established standards of accuracy and quality.

A conservative and analytical person who respects traditional organizational values. Reserved, serious, and thoughtful about everything to be done, is a no-nonsense worker who worries about getting things exactly right. Never superficial, will make sure that they know what they’re talking about before speaking. Needs a lot of certainty and structure in their work so that it meets very high, specific quality standards.

Jelina has over six years of experience in customer service, human resources, and business process outsourcing (BPO). Within these six years, she has spent three years specifically handling customer service roles in various industries, including telecommunications, finance, and waste management. She has experience managing inbound and outbound calls, email support, and chat inquiries.

Work Experience and Skills:

• In her previous role in the waste management industry, She was responsible for handling customer inquiries, managing bookings, and maintaining CRM systems. She worked with tools such as Intercom for chat, Microsoft Teams for calls, and BXB for email correspondence. She is familiar with handling customer concerns, rescheduling missed pickups, and ensuring client satisfaction.
• Customer Service Expertise: Strong background in managing customer inquiries, bookings, and issue resolution.
• Multi-Channel Support: Experience handling calls, emails, and chat support, ensuring efficient communication with customers.
• CRM & Tools Familiarity: Hands-on experience with Intercom, Microsoft Teams, and BXB, and open to learning new platforms like ServiceM8.
• Adaptability & Problem-Solving: Demonstrated ability to handle customer complaints effectively, turning negative experiences into positive outcomes.
• She is able to start immediately. 

Predictive Index Behavioral Profile - Stragetist

Strongest Behaviors

• Intense proactivity and aggressiveness in driving to reach goals. Actively and boldly challenges the world, business, and even the areas of others within the business.
• Strongly independent in putting forth their own ideas, which are innovative and original, and if implemented, will change the organization. Resourceful and forceful in overcoming obstacles, vigorously and directly attacks problems; fights back hard when challenged.
• Incredibly strong sense of urgency; this individual is in nearly constant motion, putting pressure on themself and others for immediate results. Unable to do routine work.
• Very careful with rules; is literal and unwavering in interpreting rules, schedules and results. Puts tremendous pressure on themself to move quickly through the day.
• Cautious, exacting, and very thorough; often perfectionistic. Works diligently to ensure nothing falls through the cracks, and follows up intensely to ensure results are precisely on-time, accurate, and were achieved using the proper methods.

Behavioral Summary

Jelina is an intense, results-oriented, self-starter whose drive and sense of urgency are tempered and disciplined by a concern for the accuracy and quality of the work. Their approach to activities and responsibilities will be well-thought-out, based on thorough analysis and detailed knowledge of all pertinent facts.

Strongly technically-oriented, has confidence in own professional knowledge and ability to get things done quickly and correctly. With experience, will develop a high level of expertise and will be very aware of mistakes committed by self or others. Jelina takes work and responsibilities very seriously and expects others to do the same.

Mariel is a licensed Civil Engineer with 7 years of professional experience specializing in estimating and quantity surveying across civil, residential, and industrial projects. She has extensive background working with international clients, particularly in Australia, the UK, and the US, handling multi-million-dollar tenders, refurbishment works, and specialized trade projects. Her expertise covers both corporate employment and freelancing, where she has demonstrated strong technical, financial, and project management skills.

With nearly 3 years supporting Australian clients, Mariel has hands-on exposure to civil infrastructure, roadworks, stormwater, bulk earthworks, and warehouse construction projects. She also has experience managing operations for startups, coordinating with subcontractors and suppliers, and preparing detailed bid documents.

Key Skills

Estimating & Quantity Surveying

• Quantity take-offs, cost analysis, and bill of quantities preparation
• Tender documentation and bid presentation for multi-million-dollar projects
• Monitoring project costs and financial forecasts

Project Management

• Budget vs. actual reporting and cash flow forecasting
• Scheduling, S-curves, and Primavera-based project planning
• Supervising site works and coordinating with engineers, designers, and subcontractors

Client & Stakeholder Management

• Direct liaison with Australian subcontractors and suppliers for quotations
• Supporting estimating managers and collaborating with international project teams
• Delivering quick-turnaround estimates for UK and US clients

Software & Tools

• Bluebeam, PlanSwift, Estimate Rocket, Estimate One
• AutoCAD, SAP, Primavera, Xero, Payment Logic
• Google Workspace (Calendar, Email, Drive) for business operations

Summary of Work Experience

• Operations Manager / Virtual Assistant – Prestige Electrical and Data Services (Australia)
  Managed end-to-end operations including executive calendar management, invoicing, financial tracking, and client coordination for an Australian startup.

• Lead Estimator / Quantity Surveyor – Simmons International, Inc. (Australia)
  Led civil works tenders, prepared detailed estimates and BOQs, and presented to estimating managers. Managed multi-million-dollar projects including pavements, stormwater systems, bulk earthworks, and industrial/warehouse projects. Utilized Bluebeam for take-offs and liaised directly with subcontractors.

• Estimator / Quantity Surveyor – Mantra Home (UK)
  Delivered estimates for refurbishment projects, house extensions, loft conversions, and maintenance works. Conducted cost monitoring and provided fast-turnaround estimates.

• Project-Based Estimator – US-based Painting Company
  Used PlanSwift and Estimate Bucket for quantity take-offs and painting estimates.

• Quantity Surveyor – Global Tycoon Construction and Development Corporation (Philippines)
  Oversaw project monitoring, metal works, ACP systems, cladding, and assisted with estimates. Coordinated with project managers and subcontractors.

• Quantity Surveyor / Project Supervisor – GCCA Design and Construction Services (Philippines)
  Supervised a two-story residential project, managed billing, budget tracking, and scheduling.

• Cost Engineer – Inoland Development Corporation (Philippines)
  Handled budget forecasting, cash flow, subcontractor and supplier quotation evaluations, and Primavera-based scheduling.

• Assistant Quantity Surveyor – Makati Development Corporation (Philippines)
  Supported subcontractor payments, variation order evaluations, and site accomplishment monitoring.

She can start immediately and is amenable to a Full-time arrangement.

Predictive Index Behavioral Profile: Maverick

Strongest Behavior:

• 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.

Behavioral Summary:

A 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.
 

Nick is a versatile virtual assistant with four years of freelancing experience specializing in digital marketing, social media management, paid ads, and executive assistance. She also has two years of experience in customer service (BPO).

In addition to his expertise in digital marketing, Nick has extensive experience in operations management, having assisted CEOs and business owners in overseeing daily operations, handling sales coordination, managing client communications, and ensuring smooth workflow execution. Her ability to optimize business processes, manage marketing campaigns, and provide executive support makes him an ideal fit for roles that require both strategic and administrative expertise.

Work Experience:

📌 Digital Marketing & Operations Assistant (Freelance, 2020 – Present)

• Managed digital marketing campaigns, including SEO, Facebook ads, and website updates.
• Handled social media accounts (Facebook, Instagram, TikTok, LinkedIn) for business owners and executives.
• Assisted in sales operations, client communications, and lead generation for real estate and coaching businesses.
• Oversaw business operations, including workflow optimization, process documentation, and administrative tasks.
• Managed client schedules, coordinated meetings, and ensured smooth daily operations.
• Coordinated marketing strategies and managed email communications for various clients.
• Executed video editing and graphic design tasks using Canva, CapCut, and other tools.

📌 Customer Service Representative (BPO, 2018 – 2020)

• Provided customer support for international accounts (US-based telecom).
• Developed strong communication and client-handling skills.

Key Skills & Expertise:

• Operations Management & Process Optimization
• Social Media Management (Facebook, Instagram, TikTok, LinkedIn)
• Paid Advertising (Facebook Ads, Google Ads – Real Estate Campaigns)
• SEO & Website Management
• CRM Tools (HubSpot, Agent Locator, Zoho)
• Sales & Lead Generation
• Executive Assistance & Administrative Support
• Content Creation (Graphics, Video Editing)

Performance & Achievements:

📌 Successfully ran Facebook ad campaigns for real estate businesses, generating up to 19 leads per campaign.
📌 Managed social media pages for executives, including content scheduling and engagement strategies.
📌 Coordinated virtual and in-person real estate events, handling logistics, social media promotions, and sponsor coordination.
📌 Oversaw business operations for a real estate company, ensuring smooth execution of marketing and administrative tasks.

She can start after 2 weeks notice and is amenable to Full-time arrangement.

Predictive Index Behavioral Profile - Specialist

Strongest Behaviors

• Proactivity in driving to reach goals while moving at a faster-than-average pace. Inquisitive about the world.
• Relatively independent in taking action on their own ideas. Resourcefully works around most obstacles blocking completion of what they want to accomplish.
• Eager for results, drive is for swift implementation. Works best in fast-paced environments offering a variety of activities, rather than routines.

Behavioral Summary

Nick is an intense, results-oriented person, whose drive and sense of urgency are tempered and disciplined by a strong concern for the accuracy and quality of the details of any work for which they are responsible. Approach to any work done will be based on thorough analysis and detailed knowledge of all pertinent facts.

Much more technically than socially-oriented; has confidence in technical/professional knowledge and ability to get things done correctly. With experience, will develop a high level of expertise in their own work and will be critical of mistakes made by themself or others. Takes the work and responsibilities very seriously and expects others to do the same.

Cherie demonstrated a strong background in technical support and customer service, with over a decade of experience across both electronics and financial services industries.

• Her early career focused on providing technical support for consumer electronics such as cameras, camcorders, and CRT televisions, where she handled device troubleshooting, warranty verification, and customer education.
• For the past 10 years, she worked within a financial institution where her customer service and support experience was further refined, although in a less technical scope.
• Additionally, she held part-time roles in virtual assistance and lead generation, showing flexibility and the ability to adapt to varied support functions.
• She emphasized the importance of empathy, de-escalation, and simplifying technical explanations to ensure clarity for non-technical users.
• Her responses highlighted practical troubleshooting strategies, active listening, and customer reassurance—skills highly relevant to the technical support representative role.
• She is able to start immediately.

Predictive Index Behavioral Profile - Analyzer

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.
• Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.
• Detail-oriented and thorough; works to ensure things don’t fall through the cracks, and follows up to ensure they’re done properly and on time.
• Driven to achieve operational efficiencies: thinks about what needs to be done and how it can be done as fast as possible while maintaining a high-quality outcome. Impatient with routines.

Behavioral Summary

Cherie is an intense, results-oriented person, whose drive and sense of urgency are tempered and disciplined by a strong concern for the accuracy and quality of the details of any work for which they are responsible. Approach to any work done will be based on thorough analysis and detailed knowledge of all pertinent facts.

Much more technically than socially-oriented; has confidence in technical/professional knowledge and ability to get things done correctly. With experience, will develop a high level of expertise in their own work and will be critical of mistakes made by themself or others. Takes the work and responsibilities very seriously and expects others to do the same.

Reina presents herself as a well-rounded professional with a strong foundation in customer service and extensive experience in human resources. While she spent the last 10 years in HR and talent acquisition, she also brings nearly four years of direct experience in customer service—handling both inbound and outbound calls, as well as email support. Her background in communication-heavy roles enables her to transition effectively into a customer-facing VA position.

Relevant Experience:

• She previously worked in the BPO industry, notably handling a financial account (PayPal) where she supported customer concerns and engaged in upselling activities.
• She demonstrated familiarity with high-volume customer interaction, managing up to 60–80 calls per day.
• She also cited experience dealing with UK-based clients, showcasing her ability to handle international accounts and more complex client-facing interactions.
• Despite her long-term HR background, Reina displayed a strong interest in returning to a customer service role, noting her enjoyment in engaging with people and delivering resolutions.
• She is familiar with email management, multitasking across platforms, and has previously dealt with service recovery situations, providing examples of de-escalating concerns and converting cancellations into retained users.
• Her proactive approach—such as suggesting outbound calls and promotional offers for non-responsive leads—aligns well with the nature of the client’s needs in managing bookings and customer queries in a timely manner.
• She is able to start immediately.

Predictive Index Behavioral Profile - Specialist

Strongest Behaviors

• Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new people.
• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
• Operationally, as opposed to socially, focused. Thinks, in specific terms, about what needs to be done and how to do it accurately and flawlessly; follows, in a literal way, that execution plan.
• Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.
• Detail-oriented and thorough; works to ensure things don’t fall through the cracks, and follows up to ensure they’re done properly and on time.
• Driven to achieve operational efficiencies: thinks about what needs to be done and how it can be done as fast as possible while maintaining a high-quality outcome. Impatient with routines.

Behavioral Summary

Reina 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 Reina Leonor, who takes responsibilities very seriously.

Erra demonstrates strong alignment with the requirements of the virtual assistant position focused on customer service and bookings. With prior experience managing Australian accounts, handling bookings, and providing customer support through multiple communication channels, she possesses relevant skills and familiarity with similar roles. Her proactive responses during the interview indicate a clear understanding of customer service processes, effective communication, and a willingness to adapt to new tools and systems.

Relevant Experience:

• Customer Service Expertise: She has substantial experience in customer service, specifically for Australian clients, where she managed bookings, handled changes or cancellations, and ensured that customer expectations were met. She emphasizes attentiveness and professionalism in resolving inquiries and objections.
• Booking Management: In her previous roles, she managed high volumes of bookings, including tasks such as appointment setting, rescheduling, and cancellations. She also showcased experience upselling packages by clearly communicating value to customers.
• Communication Channels: She has experience working across multiple communication platforms, including inbound and outbound calls, emails, and chat. She effectively handled simultaneous inquiries, such as managing four to five chat conversations at a time.
• Technology Proficiency: While she is not familiar with the specific booking tool "ServiceMate," she has experience using Salesforce and similar web-based booking platforms, demonstrating her ability to quickly adapt to new systems.

Predictive Index Behavioral Profile - Controller

Strongest Behaviors

• Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.
• Detail-oriented and thorough; works to ensure things don’t fall through the cracks, and follows up to ensure they’re done properly and on time.
• Driven to achieve operational efficiencies: thinks about what needs to be done and how it can be done as fast as possible while maintaining a high-quality outcome. Impatient with routines.
• 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

Erra is a self-disciplined, conscientious person who will develop a high degree of expertise and skill in a specialized job. Has the drive to get things done right and in accordance with established standards of accuracy and quality.

A conservative and analytical person who respects traditional organizational values. Reserved, serious, and thoughtful about everything to be done, is a no-nonsense worker who worries about getting things exactly right. Never superficial, will make sure that they know what they’re talking about before speaking. Needs a lot of certainty and structure in their work so that it meets very high, specific quality standards.

EVALUATION COMMENT

The candidate is a seasoned professional with over 15 years of experience in customer service and 5 years of remote work expertise. Her recent role as a Customer Success Manager for a Sweden-based software company highlights her strong skills in client management, process improvement, and administrative tasks. She is highly proficient in tools like JIRA, Confluence, Notion, Strapi, and Sendgrid, demonstrating her technical aptitude and adaptability. With a reliable remote work setup and a proven track record of efficiency, she is well-equipped for roles requiring organization, technical proficiency, and customer-centric focus.

Predictive Index:  Guardian

Strongest Behavior

• 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.
• 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 are 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 the execution plan is 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.

Summary:

A very conscientious and disciplined person; particularly careful, thorough, and accurate in their work. This individual is exacting and strives to produce results that precisely meet the established goals. Works best where there are clear standards, expectations, reporting relationships, and measurements for the work. Glayza will depend upon professional training, their own experience, or management leadership, to provide those standards and the structure needed for their work. Given sufficient experience, they will produce work of high quality, giving close attention to the accuracy of details. Stable and dependable; consistent in their actions and, if necessary, has sufficient patience to work of a repetitive nature. Believes in having, and following, well-defined processes and procedures

Marjorie has 6+ years of work experience supporting e-commerce platforms in the U.S., Australia, and the Philippines. She held long-term roles in online retail businesses, primarily performing product research and customer support for Amazon, eBay, and Walmart dropshipping operations:

• Product Research & Listing: Experienced in using tools like Keepa and AZInsight to evaluate product viability and profitability for different e-commerce platforms.
• Customer Support & Order Management: Regularly handled customer inquiries, returns, refunds, courier coordination, and issue resolution via email and phone.
• Industry Experience: Her work spans multiple industries within the e-commerce sector including telecommunications retail, online marketplaces, and business process outsourcing (BPO) support for telecom services.
• Demonstrated efficiency in handling end-to-end order fulfillment, product analysis, and customer retention through responsive support services.
• Contributed to store performance for an AU-based dropshipping company by managing order accuracy and client satisfaction from November 2021 to December 2023.

Skill & Tech Proficiency

• Product Research Tools: Proficient with Keepa, AZInsight – used to determine profitability and demand forecasting.
• Customer Support Channels: Skilled in managing inquiries via email (Amazon, eBay) and voice support (AT&T, Sprint).
• Photo Editing Tools: Canva and Photoshop
• CRM/Order Processing: Familiar with Amazon Seller Central and eBay listing processes.
• Other Tools: Comfortable using Skype, WhatsApp, and internal messaging systems for remote coordination.
• Can start immediately and is open for both full-time and part-time roles

PI Behavioral Profile: Artisan

Strongest Behaviors:

• Highly precise and detail-oriented, with deep follow-through to ensure task completion meets quality standards.
• Steady and cautious, preferring well-established processes and minimizing risk.
• Operationally focused – excels in structured environments with clearly defined tasks and expectations.

Behavioral Summary:
Marjorie is thoughtful, disciplined, and serious in her approach to work. She is naturally introspective and thrives in environments that allow her to focus deeply on tasks, particularly those requiring accuracy and technical understanding. Her motivation comes from a desire to perform tasks thoroughly and correctly, leaning on her experience and careful planning to avoid errors. Reserved and accommodating in demeanor, she prefers clarity and stability, often relying on data and proven processes to guide her decisions.

• Over 8 years of extensive experience in accounting, bookkeeping, financial planning, and taxation, with a strong focus on Australian accounting practices.
• Worked with diverse portfolios, including real estate, manufacturing, SMEs, and unique industries such as synthetic grass manufacturing and funeral homes.
• She has proven ability in people management, having supervised teams ranging from 20 to 80 accountants, onboarding clients, and providing coaching..
• She also previously held leadership roles, including Team Lead, Tax Reviewer, and Manager, for prominent organizations like Accenture and Integrate Solutions.
• Her key skills include:
  • Accounting Systems & Software Proficiency:
    • SAP HANA, MRI Software (Real Estate), Xero, MYOB, HubDoc, and Microsoft Excel (Advanced reporting and basic macros).
  • Expertise in automation and cost-efficiency tools gained through transformational projects at Accenture.
  • Australian Taxation and Compliance:
    • Extensive experience in BAS (Business Activity Statement), IAS (Income Activity Statement), and FBT (Fringe Benefits Tax) preparation and submission for over 5 years.
    • Familiarity with Australian GST requirements and other tax regulations, along with trust accounting.
  • Bookkeeping and Financial Management:
    • Skilled in bank reconciliations, journal entries, general ledger review, and balance sheet reconciliations.
    • Proficient in working capital management, financial forecasting, and budget reporting to key business stakeholders.
  • Client Interaction and Stakeholder Management:
    • Direct collaboration with Australian clients to meet reporting needs and address business challenges.
    • Strong focus on building client relationships and providing tailored solutions for SMEs.
  • Team Leadership and Mentoring:
    • Effective leadership in recruiting, training, and managing teams while maintaining high levels of productivity.
    • Ability to act as a backup for technical roles, ensuring hands-on expertise and connection with the technical aspects of accounting.
• She transitioned to freelance financial consulting, supporting small businesses in tax preparation, financial reporting, and business development
• She's currently in Canada but is available to start immediately.