Hire World-Class, High Performing, Vetted Appointment Setters. Cut Labor Costs by 70%
We’ll Source, Hire and help Manage them
for you so you don’t have to. Lifetime support, dedicated account manager
by your side, every step of the way!
Hire World-Class, High Performing, Vetted Appointment Setters. Cut Labor Costs by 70%
We’ll Source, Hire and help Manage them for you so you don’t have to. Lifetime support, dedicated account manager by your side, every step of the way!
17 Years of
Virtual Staffing
Experience
Trusted by 3,368
SME’s
6,948
Virtual Staff
Hired
Hire World-Class, High Performing, Vetted Appointment Setters. Cut Labor Costs by 70%
We’ll Source, Hire and help Manage them for you so you don’t have to. Lifetime support, dedicated account manager by your side, every step of the way!
17 Years of
Virtual Staffing
Experience
Trusted by 3,368
SME’s
6,948
Virtual Staff
Hired
Top Talent. Lifetime Support Not Found Anywhere.
Hire Filipino Appointment Setters
Appointment setters are adept at organising your meetings, handling the coordination with clients and managing your calendar with finesse.
Outsourcing these tasks is a strategic move that brings in the expertise of professionals to enhance customer interaction and maintain a healthy sales pipeline.
Remote Staff offers a team of experts in B2B appointment setting and efficient calendar management, allowing you to focus on growing your business.
Our Clients love us. Be the next success story!
Candidates:
54
Filter by Role:
*Booking interviews depend on candidates' availability and interest.
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
Availability:
Full Time Part Time
Preferred Timezone:
Australian Western Standard Time Australian Central Standard Time Australian Eastern Standard Time New Zealand Daylight Time
Hourly & Monthly Rate:
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 9.37 per hour or $USD 811.98 per month
Full Time: $USD 9.37 per hour or $USD 1623.97 per month
Remote Staff Recruiter Comments
With over a decade of cumulative professional experience, Ritchie has established a strong track record in sales development, strategic business expansion, outbound prospecting, and high-impact client relationship management. Her background spans both domestic and major international markets—most notably Australia and the United States—where she has successfully engaged key decision-makers, built qualified sales pipelines, and accelerated revenue growth across diverse commercial landscapes. Her commercial acumen is anchored by a Bachelor’s Degree in Business Administration, enriched by early, hands-on exposure to computer-aided drafting (CAD) operations and local engineering services within a family-owned geodetic surveying firm. This unique intersection of business strategy and technical exposure allows Ritchie to quickly master complex service offerings, articulate technical value propositions with clarity, and build immediate credibility across varied industries.
Over the course of her career, Ritchie has delivered measurable results across specialized sectors, including Australian real estate and property management; commercial construction, HVAC, and building subcontracting services; digital marketing and SaaS solutions; agricultural export and international trade; business process outsourcing (BPO) and customer care; and commercial media broadcasting. Highly adept at remote, cross-border collaboration, she operates from an enterprise-grade home workstation engineered for total operational redundancy. Her setup includes dual PC and MacBook configurations, dual fiber-optic internet connections backed by uninterruptible power supply (UPS) units, and dedicated portable power stations, ensuring continuous, uninterrupted service delivery across global time zones.
1. Career Highlights / Relevant Projects
Australian Market & Construction Subcontractor Tender Support:
Served as an outbound representative liaising between builders, general contractors, and estimators within Australian property management and HVAC operations.
Navigated tender processes and documentation utilizing industry platforms to monitor commercial opportunities and coordinate client-facing meetings between prospects and estimators.
Pipeline Revival & Stagnant Lead Conversion (Digital Marketing & SaaS):
Handled outbound prospecting targeting dormant and uncontacted inbound inquiries generated via digital marketing channels and web platforms.
Re-engaged legacy leads, qualified business requirements, and advanced sales conversations into active pipeline stages.
Maintained high-volume calling performance (averaging 80 to 120 outbound calls daily) across real estate, marketing, and B2B campaigns.
Consistently secured a minimum of 2 qualified, client-ready appointments per day through cold calling, multi-channel outreach, and structured needs analysis.
Executed end-to-end sales qualification by identifying decision-makers, uncovering pain points, and updating sales pipelines to ensure high lead-to-opportunity conversion.
AI & Content Automation: Claude (strategy structuring and proposal guidance), ChatGPT (prompting and workflows), Canva (visual asset preparation).
Communication & Collaboration: Google Workspace, Zoom, 3CX, Google Voice.
She can start immediately.
Employment History
B2B Sales Development Representative
Industry:
Property / Real Estate
Employment Period:
February 2026 to July 2026 (5 Months)
Duties and Responsibilities:
Conducted high-volume outbound prospecting and cold calling to identify and qualify potential business opportunities.
Averaged approximately 80 outbound calls per day, maintaining consistent
activity against sales KPIs.
Generated approximately 2 booked appointments per day through targeted
prospecting and qualification.
Managed lead information, follow-ups, and pipeline activity using CRM and sales tools.
B2C Sales Development Representative
Industry:
Consulting (Business & Management)
Employment Period:
June 2025 to September 2025 (3 Months)
Duties and Responsibilities:
Conducted outbound prospecting and cold calling to identify and engage
qualified business prospects.
Generated and qualified leads through targeted outreach, assessing
prospect needs and fit before advancing opportunities.
Booked sales appointments with qualified prospects and maintained
consistent follow-up throughout the prospecting cycle.
Customer Service Representative
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
October 2024 to June 2025 (8 Months)
Duties and Responsibilities:
Handled high-volume customer interactions, resolving inquiries and providing accurate solutions while maintaining professional communication.
Managed customer information and interactions using CRM and internal
systems while meeting quality and performance standards.
Senior Business Development Representative
Industry:
Retail / Merchandise
Employment Period:
December 2023 to August 2024 (8 Months)
Duties and Responsibilities:
Avante Agri Products Philippines * Developed and executed export sales strategies and supported client acquisition.
Inc. * Conducted business reviews and client consultations.
* Helped drive revenue growth through strategic marketing efforts.
B2B Sales Development Representative
Industry:
Property / Real Estate
Employment Period:
February 2022 to December 2023 (22 Months)
Duties and Responsibilities:
Conducted outbound prospecting and lead generation to identify and engage
potential clients through phone, email, and digital outreach.
Supported client acquisition and business development by qualifying
prospects, identifying business needs, and advancing qualified
opportunities.
Managed follow-ups and prospect communications throughout the sales
process to maintain engagement and support conversion.
B2C Sales Development Representative
Industry:
Property / Real Estate
Employment Period:
January 2021 to January 2022 (12 Months)
Duties and Responsibilities:
Bob Singh Conducted 80-120 outbound calls per day to Australian real estate
prospects.
Consistently booked a minimum of 2 qualified appointments per day through
cold calling and targeted prospecting.
Qualified prospects, identified business needs, and progressed viable
opportunities to the sales team
Consistently met daily and weekly outreach and appointment-setting KPIs.
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
Availability:
Full Time Part Time
Preferred Timezone:
Australian Western Standard Time Australian Central Standard Time Australian Eastern Standard Time New Zealand Daylight Time US Pacific Standard Time US Eastern Standard Time US Central Standard Time
Hourly & Monthly Rate:
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 8.43 per hour or $USD 730.75 per month
Full Time: $USD 6.09 per hour or $USD 1055.32 per month
Remote Staff Recruiter Comments
Jennelyn (Jam) Jamerlan is an accomplished Customer Service Representative, Escalations Specialist, and Team Lead with a solid 10-year track record in high-volume contact center operations and BPO environments. She brings extensive cross-functional expertise spanning financial services, rideshare support, and B2B service dispatching/appointment setting. Recognized for her strong initiative, problem-solving skills, and operational composure, she excels in handling escalated claims, conducting high-level stakeholder outreach to business owners, and leading frontline support teams in fast-paced operational settings.
Work Experience & Industry Exposure
Possesses 10 years of solid contact center and customer operations experience across the Financial Services/Banking, Transportation/Rideshare, and Field Service/Warranty Dispatch sectors.
Progressed from frontline operations to acting team lead, subject matter expert (SME), and flex coach, demonstrating strong adaptability and leadership.
Providing knowledge-based customer and driver support for on-demand rideshare and delivery platforms
Handling escalated dispatch queues and B2B outbound communications targeting business owners and independent service contractors
Conducting organic lead generation and cold outreach to onboard out-of-network service technicians for urgent regional service requests
Mentoring, coaching, and supervising frontline agent cohorts
Career Highlights & Relevant Projects
Successfully managed high-stakes escalated claims queues, consistently achieving a target dispatch/resolution rate of at least 90% by the end of each shift.
Executed end-to-end provider acquisition on complex dispatch tickets, independently sourcing, vetting, negotiating, and onboarding third-party service technicians within strict 1-to-2-hour turnaround windows.
Stepped up as acting supervisor and subject matter expert over a 14-to-15-member team during organizational restructuring, independently managing agent coaching, escalations, and administrative workflows with minimal supervision.
Hardware & Infrastructure: Equipped with a 12th Gen Intel Core i5 laptop (8 GB RAM), dual power redundancy (fuel generator and EcoFlow power station), and a high-speed Starlink internet connection running between 300 to 400 Mbps.
Compliance: Fully amenable to installing desktop time tracking and activity monitoring software.
Work Availability & Schedule Specifics
Availability: Available immediately to start; prioritizing full-time roles while remaining open to part-time opportunities.
Shift Preference: Flexible across day, mid, or night shifts.
Employment History
Appointment Setter
Industry:
Property / Real Estate
Employment Period:
March 2024 to September 2026 (30 Months)
Duties and Responsibilities:
Choice Technologies
Optimized daily technician dispatching and service scheduling to improve response times, while simultaneously resolving high-
priority claims to shrink the escalated service queue and prevent repeat calls.
Served as the primary point of contact for field drivers and delivery personnel to resolve platform issues in real time, while
accelerating onboarding and engagement through streamlined background checks, document verifications, and promotional
support.
Senior Representative home internet billing and technical support
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
June 2021 to January 2023 (19 Months)
Duties and Responsibilities:
Acted as Subject Matter Expert (SME) to drive team compliance and service accuracy, while mentoring and overseeing
representatives through continuous on-the-floor coaching and feedback to boost engagement and skill development.
Telephone Banking Consumer Specialist
Industry:
Banking / Financial Services
Employment Period:
February 2014 to August 2019 (66 Months)
Duties and Responsibilities:
Processed high-volume Chase credit card applications under strict data privacy compliance while leveraging data analytics
tools to investigate suspicious activity, accelerate fraud detection accuracy, and strategically cross-sell financial products.
Project Management, Calendar Management, Customer Service Management, Data Management...
INTERMEDIATE
Customer Relations, Executive Support...
Median Rate
$7.49
$8.18
if $1 = PHP52
$9.51
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
Availability:
Full Time Part Time
Preferred Timezone:
Australian Western Standard Time Australian Central Standard Time Australian Eastern Standard Time New Zealand Daylight Time Hawaii Standard Time Alaska Standard Time US Pacific Standard Time US Mountain Standard Time US Central Standard Time US Eastern Standard Time
Hourly & Monthly Rate:
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 8.43 per hour or $USD 730.75 per month
Full Time: $USD 7.49 per hour or $USD 1299.03 per month
Remote Staff Recruiter Comments
Romel (Lemore) is an adaptable and detail-driven Customer Service Representative, Travel Consultant, and Executive Assistant with comprehensive experience delivering high-touch support across the business process outsourcing (BPO), travel and hospitality, healthcare, and e-commerce industries. He brings solid expertise in managing end-to-end travel logistics using major Global Distribution Systems (GDS), handling complex omnichannel inquiries, and providing high-level administrative support to senior leadership. With a proven track record of developing standard operating procedures, training frontline representatives, and streamlining inbox and calendar workflows, he is well-equipped to drive operational efficiency and positive customer outcomes in a remote working environment.
Work Experience + Professional Licenses + Educational Background
Possesses extensive customer support and administrative experience across the BPO, Travel & Hospitality, Medical/Healthcare, E-Commerce, Retail, and Telecommunications sectors.
Professional background includes cross-functional experience as a Customer Support Specialist, Travel Specialist, Executive Assistant, and Frontline Team Lead.
Core experience includes:
Managing end-to-end travel reservations, ticketing, and itineraries for international clientele
Providing executive support to director-level operations and sales leadership, including complex calendar scheduling, travel coordination, and achieving inbox zero daily
Developing and standardizing customer support Standard Operating Procedures (SOPs) and complaint-handling frameworks for growing e-commerce businesses
Delivering frontline agent training, onboarding plans, and operational coaching
Handling inbound and outbound communications across voice, ticketing, and email channels for customer service, dispute resolution, and sales follow-ups
Career Highlights / Relevant Projects
Designed and executed a comprehensive customer service Standard Operating Procedure (SOP) and escalation guideline for a startup e-commerce client, establishing clear complaint-resolution caps, discount parameters, and retention workflows.
Served as the dedicated Executive Assistant to the Director of Operations and Sales within a healthcare enterprise, consistently maintaining inbox zero and coordinating high-volume administrative tasks.
Successfully supported European and North American travelers through high-volume, multi-platform travel coordination, resolving complex flight, accommodation, and transit changes using modern NDC distribution systems and traditional GDS tools.
Skill Proficiency + Tech / Software Proficiency
Travel Booking & Distribution Systems: Amadeus GDS (daily operational use), Sabre, Worldspan, Travelport/Connections Loyalty, New Distribution Capability (NDC) platforms
Administrative Competencies: Calendar Management, Inbox Management (Inbox Zero methodology), SOP Development, Agent Onboarding & Training, Cross-Functional Executive Support
Hardware & Technical Infrastructure: Uses an Apple system paired with a Jabra headset, stable internet connectivity, and a dedicated power backup solution. Fully amenable to remote activity monitoring and time-tracking software.
Work Availability / Schedule Specifics
Availability: Available immediately with no active employment notice periods or binding non-compete commitments.
Shift Preference: Prioritizing full-time roles (open to part-time opportunities); fully adaptable to voice-heavy shifts and international business hours.
Employment History
Corporate Travel Specialist
Industry:
Travel / Tourism
Employment Period:
April 2026 to October 2026 (5 Months)
Duties and Responsibilities:
Corporate Travel Account (Perk)
Manage and resolve european client inquiries and itinerary changes via Zendesk,
maintaining a 98% CSAT score and enforcing corporate travel policy compliance.
Issue, exchange, and optimize complex flight itineraries using Amadeus GDS, Farelogix, and NDC platforms, achieving 100% in accuracy and EUR 0.00 in company/agent loss.
Serve as Point of Contact (POC) for team culture initiatives, coordinating monthly
engagement activities that drove a 75% boost in team participation.
Executive Assistant
Industry:
Others
Employment Period:
June 2025 to March 2026 (9 Months)
Duties and Responsibilities:
Managed end-to-end executive support for a CEO including calendar management, inbox
optimization (achieving and maintaining inbox zero), and coordination of domestic and international travel arrangements.
Oversaw customer service operations through the use of tools (e.g Gorgias and Shopify),
serving as the primary point of contact for inquiries and escalations, improving resolution
efficiency and enhancing overall client satisfaction.
Developed and implemented standard operating procedures (SOPs) that streamlined
workflows, reduced recurring issues, and improved monthly reporting on fulfillment
concerns.
Created and maintained data tracking systems for customer issues and compensation
requests (refunds/discounts), enabling analysis of top issue drivers and monitoring
monthly financial impact.
Supported cross-functional operations, including event coordination, PTO tracking for staff, and personal executive assistance (appointments, scheduling, and priority management), ensuring seamless day-to-day operations.
Executive Assistant
Industry:
Healthcare / Medical
Employment Period:
March 2025 to June 2025 (3 Months)
Duties and Responsibilities:
(3-Month Part-Time Contract)
Provided executive support to the Marketing and Sales Director, managing calendar
scheduling and inbox communications to ensure efficient prioritization and seamless
daily operations.
Conducted outbound cold calling to key decision-makers across medical institutions,
contributing to pipeline development and expanding potential client outreach.
Generated and managed qualified leads using Salesforce (CRM), maintaining accurate
records and supporting sales initiatives through organized data tracking and follow-ups.
Fraud Protection Specialist
Industry:
Banking / Financial Services
Employment Period:
January 2024 to April 2025 (15 Months)
Duties and Responsibilities:
Investigated and resolved potential fraud cases by analyzing transaction patterns,
verifying account activity, and ensuring compliance with security protocols and regulatory standards.
Assisted customers with fraud-related concerns, providing timely resolutions while
maintaining a high level of professionalism, empathy, and data security.
Identified suspicious trends and escalated high-risk cases, contributing to fraud
prevention efforts and minimizing financial losses for both clients and the organization.
Project Manager - Travel Account
Industry:
Travel / Tourism
Employment Period:
November 2022 to November 2023 (12 Months)
Duties and Responsibilities:
DEC 2023
Led a team of 15-20 customer service agents supporting a high-volume travel account
(Expedia Chase & Connexions Loyalty), consistently meeting KPIs on AHT, CSAT, and productivity.
Improved team performance by conducting weekly coaching sessions and real-time
feedback, contributing to sustained ~95% CSAT scores and reduced escalations.
Managed daily operational reports and performance tracking, identifying trends and implementing action plans that enhanced efficiency and service delivery.
Resolved high-priority escalations (10-15 cases weekly), ensuring timely resolution and maintaining client satisfaction and retention.
Subject Matter Expert - Travel Account
Industry:
Travel / Tourism
Employment Period:
August 2022 to November 2022 (2 Months)
Duties and Responsibilities:
Supported a team of 20+ agents by providing real-time assistance on complex travel
bookings, itinerary changes, and loyalty program concerns.
Reduced repeat errors and escalations by assisting in coaching sessions and reinforcing
process adherence, contributing to improved team QA scores.
Identified recurring service issues through case analysis and recommended process
improvements, helping streamline workflows and reduce handling time.
Travel Specialist
Industry:
Travel / Tourism
Employment Period:
March 2021 to August 2022 (17 Months)
Duties and Responsibilities:
Handled 50-70+ daily customer interactions (calls and chats) for travel reservations,
cancellations, and loyalty program inquiries.
Managed 2-3 concurrent chat sessions while maintaining accuracy and efficiency in a
fast-paced environment.
Consistently achieved ~95% CSAT and strong KPI performance (AHT, productivity, QA) through effective issue resolution and customer engagement.
Utilized booking and CRM tools to resolve customer concerns, contributing to customer
retention and successful upselling of travel-related services.
Customer Service Representative
Industry:
Retail / Merchandise
Employment Period:
October 2020 to January 2021 (3 Months)
Duties and Responsibilities:
Handled 40-60+ daily inbound customer interactions for a retail account (Best Buy),
assisting with product inquiries, order tracking, returns, and issue resolution.
Maintained strong performance across key metrics (AHT, CSAT, and productivity),
ensuring high-quality service and positive customer experience.
Resolved customer concerns efficiently using internal tools and systems, contributing to customer retention and minimizing escalations.
Customer Service Representative
Industry:
Telecommunication
Employment Period:
May 2019 to August 2019 (3 Months)
Duties and Responsibilities:
Managed 50-70 inbound customer calls daily for a telecommunications account,
assisting with plan subscriptions, service inquiries, and issue resolution, achieving a
first-contact resolution rate of 90%.
Maintained and updated detailed customer records in CRM systems, ensuring 100%
compliance with company and client data policies for accurate reporting and follow-up.
Collaborated with internal teams to escalate and resolve complex issues, consistently
exceeding customer satisfaction targets (CSAT 4.7/5) and maintaining average handling
time under 6 minutes.
Education History
Field of Study:
Education/Teaching/Training
Major:
Social Studies
Graduation Date:
April 28, 2023
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
Project Management, Calendar Management, Customer Service Management, Data Management, Travel Management, Amadeus CRS,
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
Availability:
Full Time
Preferred Timezone:
Australian Western Standard Time Australian Central Standard Time Australian Eastern Standard Time New Zealand Daylight Time
Hourly & Monthly Rate:
(inclusive of service fee)
*Plus GST for Australian Businesses
Full Time: $USD 7.49 per hour or $USD 1299.03 per month
Remote Staff Recruiter Comments
Rheanina has experience in customer service and travel account support within the BPO industry, with exposure to airline and hotel reservation management, rebookings, and customer assistance. Their background includes working with major travel-related accounts such as PriceLine and American Express, where they handled high-volume inbound customer support and booking-related concerns. They also recently completed medical billing training to expand their skill set into the healthcare support industry.
Main roles and niche experience include: • Customer Service Representative • Travel Specialist • Reservation Specialist • Medical Billing Trainee • BPO Support Specialist
Rheanina demonstrated experience handling fast-paced travel accounts, managing reservations, cancellations, and itinerary changes while supporting customers through high call volumes. They shared familiarity with travel industry workflows and booking systems commonly used in airline and hotel operations. In addition, they expressed interest in pursuing opportunities within the medical billing field following completion of their recent training.
Tools and software proficiency include: • Sabre • Apollo • Fastres • Microsoft Office Suite • Windows 11 Pro
Rheanina is equipped with a stable remote work setup including an 11th Gen Intel Core i5 device, 112 Mbps internet connection, backup power supply, and solar panel support for contingency purposes. They are open to both full-time and part-time opportunities and are flexible with work schedules.
Employment History
Email Customer Support PayPal Disputes
Industry:
Employment Period:
January 2013 to December 2015 (35 Months)
Duties and Responsibilities:
Specialist
Handled high-volume customer email inquiries
Managed PayPal disputes and account adjustments
Resolved issues efficiently with attention to detail
Maintained accurate customer records and reports
Travel Specialist American Express Account
Industry:
Employment Period:
November 2010 to April 2012 (17 Months)
Duties and Responsibilities:
Booked international and US domestic travel
Managed itinerary changes and cancellations.
Utilized Sabre (Katana) GDS system
Resolved issues efficiently with attention to detail
Travel Specialist Priceline Account
Industry:
Employment Period:
January 2009 to December 2009 (11 Months)
Duties and Responsibilities:
Booked international and US domestic travel
Managed itinerary changes and cancellations.
Reservations Specialist
Industry:
Employment Period:
January 2006 to August 2008 (31 Months)
Duties and Responsibilities:
Utilized Sabre (Katana) GDS system
Resolved issues eff iciently with attention to detail
Teletech | Jan 2006 - Aug 2008
Reservations Specialist - United Airlines
Booked international and US domestic travel
Managed itinerary changes and cancellations.
Utilized Apollo and Fastres systems
Resolved issues eff iciently with attention to detail
Reference will be availabe upon request
Intern
Industry:
Healthcare / Medical
Employment Period:
April 2026 to May 2026 (0 Months)
Duties and Responsibilities:
Payer set up for Medicare and Medicaid admission.
Review aging summary of the Billers to make sure updates are correct.
Monitoring all aging accounts until paid. Match census in the system
(pointclickcare or Matrixcare) of every admission/re- admission and payer changes vs. Facility excel census before sending the excel copy to the vendors
Education History
Field of Study:
Major:
EMBILLING AND TRAINING
Graduation Date:
January 1, 2026
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Major:
Graduation Date:
January 1, 1970
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Nursing
Major:
Science
Graduation Date:
March 20, 2004
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
Travel Management, Reservation, Customer Support,
INTERMEDIATE ★★
Medical Billing Coding
Work at Home Capabilities:
Internet Bandwidth: Greater than 100mbps
Working Environment: Private Room
Speed Test Result: https://www.speedtest.net/result/19225708064.png
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
Availability:
Full Time
Preferred Timezone:
Hourly & Monthly Rate:
(inclusive of service fee)
*Plus GST for Australian Businesses
Full Time: $USD 8.43 per hour or $USD 1461.50 per month
Remote Staff Recruiter Comments
Ely has over 4 years of experience in customer service, sales, and virtual assistance, with strong exposure to cold calling, appointment setting, lead generation, and outbound sales campaigns. They have supported clients across the real estate, healthcare, fitness, and entertainment industries, demonstrating strong communication skills and adaptability in remote work environments.
Their background includes working as a Real Estate Virtual Assistant for a US-based client, conducting cold calls to potential property sellers and qualifying leads for negotiations. Ely also worked for Topdoc as a Sales Telemarketer for two years, handling over 150 outbound calls daily to doctors across the United States to promote premium online profiles and recognition plaques. Additionally, they gained experience as an Appointment Setter for Barbizon and handled administrative and customer service tasks for Premier Fitness.
Ely demonstrates experience working in high-volume sales environments and shared a structured approach to handling objections, maintaining credibility during calls, and improving communication strategies through client interactions.
They are fully equipped with a primary laptop and backup desktop setup, with contingency plans for internet and power interruptions. Ely is available to start immediately and is open to full-time opportunities.
Employment History
Customer Service AND Administrative Support
Industry:
Employment Period:
November 2024 to May 2025 (6 Months)
Duties and Responsibilities:
Inbound calls
Email Outlook Management
Service Fusion Management
Modeling AND Acting
Industry:
Employment Period:
February 2024 to August 2024 (6 Months)
Duties and Responsibilities:
Appointment Setter
Conducted pre-call research to personalize interactions and improve appointment success rates.
Achieved monthly targets by securing a consistent number of quality appointments.
Scheduled appointments for sales representatives,
maximizing their time and enhancing productivity.
Telemarketing Sales Representative
Industry:
Employment Period:
October 2021 to November 2023 (25 Months)
Duties and Responsibilities:
Contacted doctors nationwide to offer Top Doctor plaques
recognizing their professional excellence.
Promoted premium profiles designed to showcase doctors'
achievements, expertise, and leadership within their
specialty.
Explained the benefits of recognition awards and premium
listings to increase participation.
General Virtual Assistant
Industry:
Employment Period:
April 2020 to May 2021 (13 Months)
Duties and Responsibilities:
Columbia, South Carolina
Real Estate VA
Spoke with potential property sellers to build rapport and assess interest.
Collected key information about properties to support sales and acquisition decisions.
Qualified leads by identifying motivation, property details, and seller timelines.
Customer Service Representative
Industry:
Employment Period:
January 2009 to October 2013 (57 Months)
Duties and Responsibilities:
Provided customer support for an internet and cable
service provider, assisting clients with connection issues and service-related concerns.
Handled debit card accounts by reviewing financial
transactions and addressing customer inquiries regarding
their balances and account activity.
Delivered upselling strategies to promote additional
services and increase customer value.
Offered efficient and accurate email support to resolve
customer issues and maintain satisfaction.
General Virtual Assistant
Account Management, Order Management, Client Support, Purchasing Management...
INTERMEDIATE
Microsoft Excel, Oracle CRM On Demand, Salesforce.com...
Median Rate
$8.90
$9.85
if $1 = PHP52
$11.68
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
Availability:
Full Time Part Time
Preferred Timezone:
Australian Eastern Standard Time New Zealand Daylight Time UK London
Hourly & Monthly Rate:
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 8.90 per hour or $USD 771.37 per month
Full Time: $USD 8.90 per hour or $USD 1542.73 per month
Remote Staff Recruiter Comments
Allan is an experienced professional with a comprehensive background in customer experience, order fulfillment, and compliance within the outsourcing, renewable energy, and telemarketing sectors. Leveraging his educational foundation in finance and management accounting , he applies a highly analytical approach to resolving fulfillment issues, ensuring invoice compliance, and managing end-to-end client relations. His proven ability to balance independent problem-solving with collaborative stakeholder management makes him an excellent fit for roles requiring meticulous order tracking and high-level partner support.
Work Experience & Educational Background
The candidate holds a Bachelor of Science in Commerce with a major in Finance and Management Accounting, obtained in 2007.
He possesses over a decade of relevant work experience spanning the IT-enabled services, renewable energy, and education sectors.
Managed inside sales, vendor fulfillment, and customer experience within the outsourcing industry, tracking purchase orders through all stages until full invoicing.
Handled dealer support, sales order booking, and invoice compliance as an analyst and support representative for a prominent renewable energy company.
Served as a Team Leader and Quality Assurance Specialist in a sales and telemarketing environment.
Acted as a Communications Coach, tailoring lesson plans to accommodate varying learning styles to properly prepare students for careers in the call center industry.
Career Highlights & Relevant Projects
Successfully managed the end-to-end fulfillment process, actively problem-solving vendor issues to ensure customer expectations were consistently met through original or substitute vendors.
Owned the on-time delivery of partner orders by region, holding personal accountability for regional customer satisfaction while providing direct support to Regional and Area Sales Managers.
Validated the accuracy of complex invoice packages and successfully managed the end-to-end process for handling exceptions according to strictly approved policies.
Performed extensive quantitative data analysis, extracting critical reports used by stakeholders and partners in key business presentations.
Skill Proficiency & Tech Stack
Order Fulfillment & Partner Support: Highly proficient in tracking orders, resolving fulfillment discrepancies, and maintaining strong client relations for both cash and lease orders.
Invoice Compliance & Data Analysis: Skilled in strict document validation, policy enforcement, and quantitative reporting.
Coaching & Leadership: Experienced in evaluating student progress, preparing tailored lesson plans, and previously leading a student assistant team.
CRM & Inventory Systems: Experienced in utilizing software applications including HubSpot, Salesforce, and SOS Inventory for order updates.
ERP & Reporting Tools: Proficient in maintaining existing sales orders via Oracle ERP and utilizing Oracle Discoverer for data extraction.
Work Availability
He can start immediately and is open to both full-time and part-time
Employment History
Inside Sales / Vendor Fulfillment
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
September 2022 to May 2025 (32 Months)
Duties and Responsibilities:
Process each purchase order and track it through various stages until the order has shipped and been invoice in full
Stay in regular communications with vendors making sure that there are no issues that arise in the fulfillment process and if there are, problem solve to ensure that we can meet our customers' expectations, whether it is through that specific original vendor or another vendor that we can substitute our order to.
Advise Sales Team and Management with any issues that arise in the order fulfillment process.
Successfully enter and keep on track of each order.
Answer in-bound calls from clients and manufacturers.
Make updates in HubSpot,Salesforce and SOS Inventory as Needed
Partner Support Representative
Industry:
Computer / Information Technology (Hardware)
Employment Period:
May 2016 to May 2021 (60 Months)
Duties and Responsibilities:
Dealer/Client Support and Order Management
Responsible for the end to end Partner support and client relations, working with Partner executives to meet all business needs both cash and lease orders
Own the on-time delivery of Partners orders and requirements by region, being personally accountable for customer satisfaction
Direct support for Regional Sales Manager and Area Sales Manager
Sales order booking
Receives and qualify customer POs (through online or mailbox)
Sends sales order confirmation to the customers within specified SLAs
Updates and maintains existing sales orders as required through Oracle ERP, Salesforce
Extract reports from Oracle Discoverer and use this in their presentations/meetings with stakeholders and Partners
Invoice Compliance Analyst (Project-based)
Industry:
Computer / Information Technology (Hardware)
Employment Period:
January 2015 to January 2016 (12 Months)
Duties and Responsibilities:
Responsible for document validation and submission to ensure compliance and invoice processing.
Works closely with Partner Compliance in enforcing policies and guidelines pertaining to dealer requirements.
Provides accurate solutions to all customer's needs (internal customers -- Partners, lPs) that is within the pre-defined policies and scope as required for Lease, Cash.
Works closely and in cooperation with various groups within the GBFS Organization (e.g. AP, PSR, AR and Finance).
Able to perform extensive data and quantitative analysis consistently.
In depth understanding o1 applicable policies on Invoice Validation for Lease and Cash.
Validates accuracy of invoice packages and coordinates with internal customers to resolve any discrepancies.
Responsible for end-to-end process of managing exceptions as per approved policy.
Creates, executes, and updates reports, as needed, and serves as point person/go-to person for issues or in any area or project he is responsible for within the Invoice Compliance scope.
Performs other duties as assigned.
Education History
Field of Study:
Finance/Accountancy/Banking
Major:
Commerce: Finance and Management Accounting
Graduation Date:
January 1, 2007
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
Account Management, Order Management, Client Support, Purchasing Management, Logistics,
INTERMEDIATE ★★
Microsoft ExcelOracle CRM On DemandSalesforce.com
Work at Home Capabilities:
Internet Bandwidth: Greater than 100mbps
Working Environment: Private Room
Speed Test Result: https://www.speedtest.net/result/19301032536
Internet Type: Fiber
Hardware Type: Desktop
Brand Name: H610MHP 2.0
Processor: 12th Gen Intel(R) Core(TM) i5-12400 (2.50 GHz)
Cold Calling, Executive Assistance, Appointment Setting, Google Drive...
INTERMEDIATE
Canva...
Median Rate
$6.84
$7.41
if $1 = PHP52
$8.50
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
Availability:
Full Time
Preferred Timezone:
Australian Eastern Standard Time New Zealand Daylight Time
Hourly & Monthly Rate:
(inclusive of service fee)
*Plus GST for Australian Businesses
Full Time: $USD 6.84 per hour or $USD 1185.30 per month
Remote Staff Recruiter Comments
Sam is a seasoned customer support professional with a strong foundation in technical support, customer service, and content moderation within the outsourcing and digital services industries. Across six years, she has demonstrated consistent performance in handling high-volume customer interactions, resolving technical concerns, and maintaining customer satisfaction. Her progression into a Subject Matter Expert role reflects both her technical competence and her ability to guide teams, making her a well-rounded candidate for client-facing and support-driven roles.
Work Experience / Educational Background The candidate has 6 years of relevant experience in the business process outsourcing and customer service industry, supporting telecommunications, e-commerce, and digital platform clients.
Key areas of experience include:
Technical support for internet, phone, television, and home security services
Customer service handling billing, subscriptions, order management, and issue resolution
Content moderation aligned with community standards and compliance policies
Cold calling and lead generation for sales pipelines
Team support and knowledge sharing as a Subject Matter Expert
Industry exposure:
Telecommunications and cable services
E-commerce and subscription-based services
Online platforms and digital communities
Sales and lead generation services
Educational background includes undergraduate studies in Biology and English education, contributing to her communication and analytical skills.
Career Highlights / Relevant Projects
Managed 25+ customer issues daily in a technical support environment while maintaining strong customer satisfaction metrics
Earned early recognition and achievement badges as a new hire, indicating fast onboarding and adaptability
Progressed into an SME (Subject Matter Expert) role, providing guidance, maintaining KPI reports, and supporting team performance
Demonstrated cross-functional capability by transitioning between technical support, customer service, moderation, and sales roles
Consistently met KPIs such as response time, resolution efficiency, and customer satisfaction across multiple accounts
These accomplishments highlight her ability to deliver results in high-pressure, metrics-driven environments while supporting team success.
Skill Proficiency + Tech / Software Proficiency
Customer Support & Technical Troubleshooting (6 years): Extensive experience resolving service and device-related concerns via phone support
Communication & Problem Solving (6 years): Clear, customer-focused communication applied in resolving complex and sensitive concerns
Content Moderation & Policy Enforcement (2–3 years): Reviewing and enforcing compliance with platform guidelines
Additional Skills:
Cold calling and lead nurturing
Billing and subscription management
KPI tracking and reporting (as SME)
Time management and multitasking in high-volume environments
Tools & Systems:
CRM and ticketing systems (various platforms typical to BPO environments)
Telephony systems for inbound/outbound support
Documentation and reporting tools for KPI tracking
Her top strengths technical support, communication, and adaptability are directly aligned with client-facing support roles and fast-paced service environments.
Work Availability / Schedule Specifics The candidate is available to start immediately.
Employment History
SME (Subject Matter Expert)
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
April 2024 to April 2026 (23 Months)
Duties and Responsibilities:
Served as SME, guiding policy application, handling complex cases, and
ensuring consistent moderation decisions.
•
Conducted quality reviews and liaised with leadership to improve accuracy,
escalate issues, and support process improvements.
Cold Caller/Appointment Setter
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
January 2024 to February 2026 (24 Months)
Duties and Responsibilities:
Conducted high-volume outbound calls to UK clients, including business
owners, sole traders, and limited companies, presenting business loan, funding,
and tax refund opportunities while effectively qualifying leads.
•
Managed appointment setting, handled objections, and maintained consistent
follow-ups using GoHighLevel (GHL), ensuring accurate lead tracking and
consistently meeting performance targets.
Content Moderator
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
July 2021 to April 2024 (32 Months)
Duties and Responsibilities:
Reviewed user-generated content for guideline violations and enforced
community standards consistently.
•
Applied updated policies to real-time content moderation with accuracy and
sound judgment.
Technical Support Representative
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
August 2020 to May 2021 (8 Months)
Duties and Responsibilities:
Handled customer inquiries via phone, assisting with setup, installation, and
configuration of internet, phone, and TV services.
•
Diagnosed and resolved technical issues efficiently while consistently meeting
KPIs.
Customer Service Representative
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
September 2019 to February 2020 (5 Months)
Duties and Responsibilities:
•
Assist customers with inquiries about online orders, including order status,
product details, and shipping updates.
•
Resolve issues such as delayed deliveries, incorrect items, or payment concerns
in a timely and professional manner.
Technical Support Representative
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
May 2019 to August 2019 (3 Months)
Duties and Responsibilities:
Provide technical support to customers with TV, internet, and telephone
services, including troubleshooting connectivity and device issues.
•
Assist customers in setting up, configuring, and maintaining their services to
ensure optimal performance.
•
Handle service-related inquiries, escalate complex technical problems when
needed, and ensure timely resolution with clear communication.
Education History
Field of Study:
Education/Teaching/Training
Major:
English
Graduation Date:
October 30, 2018
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Education/Teaching/Training
Major:
Biology
Graduation Date:
January 1, 2017
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
Cold Calling, Executive Assistance, Appointment Setting, Google Drive, Slack,
INTERMEDIATE ★★
Canva
Work at Home Capabilities:
Internet Bandwidth: Between 5mbps to 100mbps
Working Environment: Private Room
Speed Test Result: https://www.speedtest.net/result/18619943809
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
Availability:
Part Time Full Time
Preferred Timezone:
Australian Eastern Standard Time Australian Western Standard Time Australian Central Standard Time New Zealand Daylight Time US Pacific Standard Time
Hourly & Monthly Rate:
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 11.24 per hour or $USD 974.45 per month
Full Time: $USD 9.37 per hour or $USD 1623.97 per month
Remote Staff Recruiter Comments
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.
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
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.
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.
Employment History
General Manager
Industry:
Computer / Information Technology (Software)
Employment Period:
June 2019 to May 2022 (35 Months)
Duties and Responsibilities:
This role overlooks the entire operations of the company.
Senior Business Development Executive
Industry:
Computer / Information Technology (Hardware)
Employment Period:
October 2017 to June 2019 (20 Months)
Duties and Responsibilities:
This role involves new business development, client retention, business development, planning and research, project and account management working with a team of technicians and engineers and back office support, vendors/brands and distributors.
Defines long-term organizational strategic goals, builds key customer relationships and identifies business opportunities, closes business deals and maintains extensive knowledge of current market conditions.
Senior Sales Executive
Industry:
Computer / Information Technology (Hardware)
Employment Period:
August 2014 to September 2017 (37 Months)
Duties and Responsibilities:
This role involves new business development, client retention, business development, planning and research, project and account management working with a team of technicians and engineers and back office support, vendors/brands and distributors.
Defines long-term organizational strategic goals, builds key customer relationships and identifies business opportunities, closes business deals and maintains extensive knowledge of current market conditions.
Corporate Account Manager
Industry:
Computer / Information Technology (Hardware)
Employment Period:
May 2012 to May 2014 (24 Months)
Duties and Responsibilities:
This role involves managing a portfolio of accounts, delivering presentations of cost effective printing solutions by the use of remanufactured toners to clientele.
This role involves maintenance of key metrics level to meet minimum activity requirements (call volume) on a consistent basis from the in house customer relationship management database.
Maintain sales database including setting tasks for follow-up.
Consistently increase revenue using various tools and methods.
Including cold-calling, prospecting and other sales resource to schedule appointments.
Technical Support
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
June 2024 to December 2024 (6 Months)
Duties and Responsibilities:
Provided front-line support for Metro PCS customers, troubleshooting mobile device, network, and account-related issues.
Assisted with device configuration, service activation, and billing inquiries while delivering excellent customer service in a fast-paced environment.
Technical Support
Industry:
Employment Period:
June 2024 to December 2024 (6 Months)
Duties and Responsibilities:
Philippines
Provided front-line support for MetroPCS customers, troubleshooting mobile
device, network, and account-related issues. Assisted with device configuration,
service activation, and billing inquiries while delivering excellent customer service in a fast-paced environment.
Technical Support
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
October 2022 to April 2023 (6 Months)
Duties and Responsibilities:
Assisted customers with troubleshooting internet, TV, phone, and home security services.
Resolved connectivity issues, guided modem/router setups, and handled service outages.
Delivered high-quality support while ensuring customer satisfaction and adherence to performance metrics.
Technical Support
Industry:
Employment Period:
October 2022 to April 2023 (6 Months)
Duties and Responsibilities:
Philippines
Assisted customers with troubleshooting internet, TV, phone, and home security
services. Resolved connectivity issues, guided modem/router setups, and handled
service outages. Delivered high-quality support while ensuring customer
satisfaction and adherence to performance metrics.
Administrative Skills, Administrative Support, Google Drive, Google Calendar...
Median Rate
$7.96
$8.74
if $1 = PHP52
$10.24
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
Availability:
Full Time
Preferred Timezone:
Australian Western Standard Time Australian Central Standard Time Australian Eastern Standard Time New Zealand Daylight Time
Hourly & Monthly Rate:
(inclusive of service fee)
*Plus GST for Australian Businesses
Full Time: $USD 7.96 per hour or $USD 1380.26 per month
Remote Staff Recruiter Comments
Jeniffer is a seasoned professional with a solid background in both the BPO industry and ESL education. She brings over a decade of combined experience in customer service, lead generation, appointment setting, and virtual assistance.
Most recently, she has been working in a lead generation role for a U.S.-based digital agency where she handles high-volume of outbound calls (200–300 per day), conducts qualification interviews and transfers leads to partners across industries such as insurance, education, and finance.
Jeniffer is proficient in using Genesis and CRMs.
She is available immediately for a full-time work and has expressed preference in a day shift role.
Predictive Index Behavioral Profile - Adapter
Strongest Behaviors
Task-focused; often notices and is driven to fix technical problems, cutting through any personal/emotional issues. In areas of interest, has aptitude to spot trends in data or figure out how complex systems work.
Relatively independent in thinking and action; often comfortable taking action without input from others. An analytical and private person.
Attention to detail; follows through on tasks to ensure completion in general accordance with quality standards.
Behavior Summary
In most circumstances, Jeniffer is accustomed to thinking before speaking and will generally relay information in a factual and direct manner to peers and superiors. From time to time, her behavior may come across as challenging the status quo, and at times, she is comfortable following the rules. Upon completing a task, she will exhibit a higher degree of sociability, yet when facing an impending challenge, she is more likely to exhibit a reserved and serious persona. Working under pressure is usually not a problem, yet she generally prefers a degree of predictability.
Employment History
Marketing and Admin Staff
Industry:
Manufacturing / Production
Employment Period:
December 2002 to July 2004 (19 Months)
Duties and Responsibilities:
Keep records of data from the Retail and Sales department
Review the accuracy of all supporting documents before they are forwarded to the concerned team
Monitor and archive documents related to invoices
Admin Assistant
Industry:
Accounting / Audit / Tax
Employment Period:
December 2001 to December 2002 (12 Months)
Duties and Responsibilities:
Maintain records of taxes, permits, and other important documents for clients
Organize and manage the manager's schedule, including appointments, meetings, and deadlines
Track and monitor receipts as well as check payments for accurate financial record-keeping
Assist the manager during meetings by preparing agenda, taking minutes, and ensuring follow-up on action items
Production Assistant
Industry:
Entertainment / Media
Employment Period:
January 2001 to December 2002 (23 Months)
Duties and Responsibilities:
Print and distribute daily paperwork (e.g. scripts, call sheets)
Act as a runner distributing messages or items within film crew and cast
Perform administrative work (answering phones, paperwork etc.)
Note taker of field reporters' news bits.
Lead Generation Verifier/Transfer
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
February 2025 to April 2025 (1 Months)
Duties and Responsibilities:
Handling and verifying 200 to 300 volume calls to transfer to our clients’ advisories and specialists
Handling multiple accounts not limited to education programs, insurance, loans, and legal services.
Lead Generation/Appointment Setter
Industry:
Consulting (Business & Management)
Employment Period:
June 2019 to November 2019 (5 Months)
Duties and Responsibilities:
Setting appointments with salon and spa owners to advertise their social media pages on Facebook
Posting advertisements on social media
Technical Support
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
June 2015 to November 2015 (5 Months)
Duties and Responsibilities:
Identifies, investigates, and resolves users' problems with their NBN connection
Consults users to determine steps and procedures taken to identify and resolve the problem
Customer Service/Sales Specialist
Industry:
Telecommunication
Employment Period:
December 2012 to October 2013 (10 Months)
Duties and Responsibilities:
Conducted proactive consultative needs analysis for new and existing customers, developing product solutions that met the needs of each customer.
Achieved sales standards set for the department by effectively communicating marketing campaigns and promotions to customers.
Connect Sales Specialist
Industry:
Oil / Gas / Petroleum
Employment Period:
January 2005 to July 2005 (6 Months)
Duties and Responsibilities:
Conduct outbound calls to prospective clients of natural gas
Set appointments or close deals with clients
Identify customer needs and communicating the client’s value proposition
Utilize CRM and data entry systems.
Sales Specialist
Industry:
Consulting (Business & Management)
Employment Period:
August 2004 to January 2005 (5 Months)
Duties and Responsibilities:
Contact prospective customers of credit cards and initiating outbound phone calls.
Understanding and promoting the company’s products and services
Working with the company’s software to log customer interactions and maintain customer records.
Tutor
Industry:
Education
Employment Period:
January 2015 to Present
Duties and Responsibilities:
Handle lessons to adult learners of English in Korea and Japan using Zoom and Skype platforms.
Proofreading the AI test program for learners
Tutor
Industry:
Education
Employment Period:
December 2013 to June 2015 (18 Months)
Duties and Responsibilities:
Handle English lessons to young Chinese students using the AC platform.
Tutor
Industry:
Education
Employment Period:
February 2005 to February 2007 (24 Months)
Duties and Responsibilities:
Conduct English lessons for young Korean learners and providing monthly feedback on their performance.
Sales Management, Customer Retention, Billing, B2B Lead Generation...
INTERMEDIATE
Customer Support...
Median Rate
$8.43
$9.29
if $1 = PHP52
$10.96
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
Availability:
Full Time Part Time
Preferred Timezone:
Australian Eastern Standard Time New Zealand Daylight Time UK London US Eastern Standard Time
Hourly & Monthly Rate:
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 8.43 per hour or $USD 730.75 per month
Full Time: $USD 8.43 per hour or $USD 1461.50 per month
Remote Staff Recruiter Comments
Manuel is a motivated, versatile professional with a well-rounded background in BPO customer service and freelancing, focused on outbound sales and lead generation. With nearly a decade of experience, he has transitioned smoothly between structured corporate environments and fast-paced freelance engagements.
Manuel brings 7+ years of relevant work experience in customer service, outbound sales, and lead generation across both BPO and e-commerce industries.
Worked in Philippine-based BPO firms from 2016 to 2022, handling both inbound and outbound calls for telco and utility clients, including debt collection and billing concerns for a U.S.-based cable and internet provider.
Handled global customer base (U.S., Canada, UK, Australia, New Zealand) as a CSR and sales support for an online store selling therapeutic electronic devices.
Engaged in lead qualification and outreach for a US-based business acquisition team, researching small businesses and verifying ownership information via cold calls and follow-up emails.
Outbound Sales Experience: As a remote CSR for an e-commerce business, Manny routinely upsold complementary health devices by proactively calling existing customers and gauging satisfaction.
Lead Generation: Most recently worked as an outreach specialist for a business-buying group.
He conducted cold outreach to business owners and gatekeepers, verifying data and coordinating lead handoffs for proposal meetings.
Independent, analytical thinker who prefers to act based on their own decisions with minimal need for validation.
Assertive and goal-oriented; cuts through obstacles quickly to reach outcomes.
Direct communicator with high urgency, often pushing self and others to deliver rapid results.
Behavioral Summary: Manuel is a self-starting, ambitious professional who thrives on challenge and responsibility. He is energized by new ventures, open to taking risks, and motivated by goal achievement. His preference for autonomy and fast-paced decision-making makes him ideal for entrepreneurial environments or early-stage business teams. His candid and authoritative communication style, paired with his adaptive mindset, supports effectiveness in roles where proactivity and execution are key.
Employment History
Right hand founding Director
Industry:
Advertising / Marketing / Promotion / PR
Employment Period:
September 2024 to September 2025 (12 Months)
Duties and Responsibilities:
onduct research to verify company websites and ensure they are active.
Check for updated records of businesses, including ownership and operational status.
Called third parties to confirm owner information.
Sent emails to business owners to seek insights and invite them on board.
Assisted in acquiring businesses that owners can no longer manage.
Lead Tracking: Record and update lead conversations in Excel.
Reporting: Send updates and summaries via Outlook.
Inbound Sales Representative
Industry:
Retail / Merchandise
Employment Period:
July 2023 to July 2024 (12 Months)
Duties and Responsibilities:
Welcome potential customers warmly, whether in person, over the phone, or through digital channels.
Analyze the information provided by customers to identify suitable products and services that can address their health conditions.
Explain the benefits and features of various health products and services in detail.
Recommend specific products or items tailored to the customer's individual health conditions.
Actively sell health products and services to meet sales targets.
Ensure customers have a positive experience by being attentive and responsive to their needs.
Maintain records of sales activities, customer interactions, and transactions.
Debt Collector
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
May 2022 to March 2023 (10 Months)
Duties and Responsibilities:
Met demands of busy collections group by performing high volume of daily calls.
Interviewed customers to determine reasons for delinquency, source of income and next pay date to build solutions for financial issues.
Processed payments over phone and set up recurring drafts.
Reviewed accounts to determine payment plan compliance.
Confirmed payment arrangements and finalized customer payment dates and contact information.
Collaborated with other agents and collections staff to address team goals.
Helped new and existing customers with wide range of debt collection and payment queries.
Contacted customers and discussed unresolved issues and past-due payments to update customer accounts.
Customer Service Representative
Industry:
Transportation / Logistics
Employment Period:
June 2021 to November 2021 (5 Months)
Duties and Responsibilities:
Investigated and planned appropriate routes for shipments according to a variety of details including nature of goods, cost, transit time and security measures.
Negotiated contracts, transportation and handling costs of goods, swiftly arranging payment of freight with clients.
Booked and documented inbound and outbound deliveries, maintaining accurate, detailed service records.
Built positive relationships with haulers and suppliers to enhance smooth-running business logistics.
Communicated with transportation companies to assess and resolve possible delivery restrictions.
Inbound Call Center Agent
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
September 2016 to June 2021 (57 Months)
Duties and Responsibilities:
Handled and quickly resolved customer issues regarding product sales and customer service problems.
Dealt with complex customer complaints professionally and politely, resolving issues with favorable solutions.
Increased customer satisfaction by offering friendly, helpful and informative customer service.
Made high volume of sales calls per day exceeding company outbound call targets.
Reviewed customer accounts and updated information about billing, shipping and warranties.
Education History
Field of Study:
Hospitality/Tourism/Hotel Management
Major:
Hotel and Restaurant Management
Graduation Date:
January 1, 2015
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
Sales Management, Customer Retention, Billing, B2B Lead Generation, Sales Management, Customer Experience, Customer Retention, Billing, B2B Lead Generation,
INTERMEDIATE ★★
Customer Support
Work at Home Capabilities:
Internet Bandwidth: Between 5mbps to 100mbps
Working Environment: Private Room
Speed Test Result: https://www.speedtest.net/result/17632731812
Internet Type: Fiber
Hardware Type: Laptop
Brand Name: HP
Processor: Intel(R) Core(TM) i5-6200U CPU @ 2.30GHz 2.40 GHz
B2B Marketing, Data Management, Data Collection, Data Encoding...
INTERMEDIATE
Marketing automation...
Median Rate
$8.90
$9.85
if $1 = PHP52
$11.68
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
Availability:
Part Time
Preferred Timezone:
Australian Eastern Standard Time Australian Western Standard Time Australian Central Standard Time
Hourly & Monthly Rate:
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 9.37 per hour or $USD 811.98 per month
Remote Staff Recruiter Comments
Djoanna is an experienced professional in the lead generation and data operations industry, currently working as a Data Manager for a UK-based company. She has shown a strong foundation in data sourcing, quality assurance, and team supervision. Her professional background includes leadership in managing a team of six Filipino data researchers and overseeing the end-to-end data lifecycle from prospecting to CRM integration.
Technical and Work Experience
She is proficient in LinkedIn Sales Navigator, Apollo, ZoomInfo, Crunchbase, Cognism, and enrichment tools such as Kaspr and Lusha. She currently works with Adenzo CRM and is open to learning new platforms like HubSpot.
Prospect lead generation using platforms such as LinkedIn Sales Navigator, ZoomInfo, Crunchbase, Cognism, and Apollo.
Data cleaning, deduplication, and enrichment with tools like Kaspr and Lusha.
Her past experience also includes email technical support for a short period within the educational technology space, indicating her adaptability to varied industries.
Quality assurance and final validation of datasets before uploading to the CRM (Adenzo).
Oversight of outreach datasets for email and phone campaigns.
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.
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.
Behavioral Summary
Djoanna 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 Djoanna, who takes responsibilities very seriously.
Updating the Leads sheet and ensuring the information is correct and up to date.
Report making and administrative Ad-Hoc tasks.
Data Researcher
Industry:
Advertising / Marketing / Promotion / PR
Employment Period:
August 2020 to February 2023 (29 Months)
Duties and Responsibilities:
Analyze client data to determine the most relevant industries, companies, and key decision-makers to target.
Conduct comprehensive market and company research to support strategic outreach initiatives.
Accurately input and maintain high-quality data within the CRM system, ensuring completeness, consistency, and reliability.
Regularly audit CRM entries to identify and correct discrepancies or outdated information.
Collaborate with sales and marketing teams to enhance lead generation strategies based on data insights.
Email Tech Support
Industry:
Education
Employment Period:
May 2020 to August 2020 (3 Months)
Duties and Responsibilities:
Provide prompt, accurate, and courteous responses to customer inquiries through various communication channels, ensuring a positive customer experience.
Identify and assess customers’ needs to achieve satisfaction and resolve issues efficiently.
Escalate complex or unresolved issues to the appropriate departments or teams, ensuring timely follow-up and resolution.
Collaborate with cross-functional teams to address customer concerns and improve service processes.
Maintain detailed and accurate records of customer interactions using internal systems or CRM platforms.
Monitor and follow up on open cases to ensure timely resolution and customer satisfaction.
Continuously develop product knowledge to provide accurate information and troubleshoot effectively.
Education History
Field of Study:
Hospitality/Tourism/Hotel Management
Major:
Tourism Management
Graduation Date:
March 20, 2013
Located In:
Philippines
License and Certification: :
Civil Service Professional Level Passer
Skills
ADVANCED ★★★
B2B Marketing, Data Management, Data Collection, Data Encoding, Lead Generation, Lead management, Apollo, LinkedIn Lead Generation,
INTERMEDIATE ★★
Marketing automation
Work at Home Capabilities:
Internet Bandwidth: Greater than 100mbps
Working Environment: Private Room
Speed Test Result: https://www.speedtest.net/result/17602306474
Hubspot CRM, Email Support, Google Docs, Lead Generation...
Median Rate
$7.87
$8.63
if $1 = PHP52
$10.09
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
Availability:
Part Time Full Time
Preferred Timezone:
Australian Western Standard Time Australian Central Standard Time Australian Eastern Standard Time New Zealand Daylight Time
Hourly & Monthly Rate:
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 7.87 per hour or $USD 682.01 per month
Full Time: $USD 7.87 per hour or $USD 1364.01 per month
Remote Staff Recruiter Comments
Yolanda is a proactive and people-focused Lead Generation and Strategic Outreach Assistant with relevant experience in client engagement, database management, and email/DM outreach. She has supported industries such as real estate and offshoring services, and is now excited to contribute to the wellness and personal development space. Her thoughtful approach to lead qualification and follow-ups, combined with her adaptability and strong communication style, make her a promising fit for outreach roles requiring both empathy and strategy.
1. Career Highlights / Relevant Projects
Conducted lead generation and strategic outreach for real estate investors, wholesale buyers, and offshoring clients—creating personalized emails and DMs to secure collaborations and virtual assistant partnerships.
Successfully managed lead lists using tagging and prioritization strategies, ensuring timely follow-ups and organized outreach pipelines.
Delivered customer-centric communication by adjusting message tone and structure based on the recipient’s needs and industry, using tools such as AI-assisted drafting to maintain professionalism and warmth.
Engaged with Australian and U.S.-based clients in previous roles, showcasing cultural familiarity and strong written and verbal communication.
Demonstrated interest in wellness and human-centric businesses, expressing both a personal and professional alignment with the client’s values and audience.
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.
Behavioral 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. Yolanda Grace will depend upon professional training, their own experience, or management leadership, to provide those standards and the structure needed for their work.
Employment History
Outbound Lead Qualifier
Industry:
Environment / Health / Safety
Employment Period:
June 2024 to June 2024 (0 Months)
Duties and Responsibilities:
Make outbound calls to inbound leads from web forms and text messages.
Qualify leads based on pest issues and service area criteria. • Handle objections and brush-offs professionally.
Build rapport through friendly conversation.
Transfer qualified/interested leads to the sales team via warm transfer.
Provide a great first impression of the company.
Appointment Setter
Industry:
Banking / Financial Services
Employment Period:
November 2022 to January 2023 (2 Months)
Duties and Responsibilities:
Prequalified leads for potential sales opportunities.
Navigated and connected with decision-makers in large companies.
Scheduled appointments for financial service presentations.
Utilized multiple communication channels such as calls, SMS, and emails.
Appointment Setter
Industry:
Others
Employment Period:
January 2021 to October 2022 (21 Months)
Duties and Responsibilities:
Handled an Australian outsourcing account.
Contacted small to medium businesses and upsold products/services.
Coordinated with business owners and provided detailed service offerings via email.
Acquisition Associate General Virtual Assistant
Industry:
Property / Real Estate
Employment Period:
November 2021 to January 2022 (2 Months)
Duties and Responsibilities:
Conducted cold calls using Mojo Dialer and Zillow CRM.
Evaluated and qualified motivated sellers for property sales.
Generated and gathered leads from various websites.
Entered and managed data in spreadsheets.
Compare property values based on location and market trends.
Managed social media marketing and connected with wholesalers and investors.
Telemarketer Appointment Setter
Industry:
Healthcare / Medical
Employment Period:
December 2018 to February 2019 (1 Months)
Duties and Responsibilities:
Handled campaigns for home, auto insurance, student loans, and farmers' insurance.
Conducted cold calling and appointment setting.
Customer Service Representative
Industry:
General & Wholesale Trading
Employment Period:
August 2016 to December 2016 (4 Months)
Duties and Responsibilities:
Assisted clients with order processing, delivery tracking, and product concerns.
Managed email and chat support help desk.
Provided high-quality customer service.
Restored land title documents to preserve and prevent deterioration
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Role:
The Pivotal Role of Expert Appointment Setters
Appointment Setter
An appointment setter’s role often goes unnoticed, especially when it comes to sales and customer engagement.
However, they actually take the first step in the sales process by
Reaching out to potential clients; Setting up initial meetings; and Creating positive first impressions.
Key Responsibilities of an Appointment Setter
An appointment setter does more than just making calls. In fact, here are the usual duties and tasks of an appointment setter:
Outlining typical duties and tasks
Initiating Contact
Appointment setters reach out strategically to potential clients through cold callings, responding to inquiries, and following up on leads.
Their approaches are carefully crafted to target individuals who could become valuable clients in the long run.
Schedule Management
They also take advantage of the sales team’s calendar, ensuring that each day is efficiently organised with meetings.
As such, they demonstrate a keen eye for detail and the ability to balance multiple schedules simultaneously.
Documentation
Appointment setters document every interaction.
They maintain comprehensive databases tracking client communications, preferences, and feedback for personalised follow-ups and long-term relationship building.
Lead Management
Aside from setting appointments, they also pre-qualify leads, assessing each one’s potential and helping sales representatives to focus on promising opportunities.
The importance of communication skills and organisation
An appointment setter should have good communication skills, such as:
Engaging Communication
Appointment setters are good communicators, enabling them to convey the company’s value proposition in a clear and compelling manner.
They are also trained to handle objections and rejections gracefully, turning challenges into opportunities.
Persuasive Skills
They show empathy and understand the needs of the target market, guiding prospective clients to discover the brand and later on, eventually, to make a purchase.
Detail-Oriented Organization
Appointment setters keep track of numerous details to avoid double bookings or missed opportunities.
Efficient Follow-Ups
Timely and effective follow-ups are key. Thus, appointment setters keep potential clients engaged and interested through consistent and thoughtful communication.
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Ready to Recruit and Retain your Ideal Remote Workforce?
The Benefits of Having an Appointment Setter
Having an appointment setter can be a game-changer.
They can elevate your business operations by boosting lead generation and fostering stronger customer relationships.
In addition, they can also help in the following:
Enhancing lead generation and conversion rates
An appointment setter can significantly increase your conversion rates through
Targeted Outreach
Appointment setters specialise in identifying and reaching out to potential leads, converting them to clients.
Quality Leads
They provide quantity and quality when it comes to leads, helping the sales team’s focus on promising prospects.
Conversion Efficiency
With their persuasive communication skills, appointment setters make use of sales funnels, enhancing overall conversion rates.
Streamlining the sales process
Appointment setters optimise every step of the sales journey by:
Efficient Scheduling An appointment setter manages and optimises the scheduling of sales appointments.
They take this time-consuming task, allowing the sales team to focus on generating leads.
Process Optimization for Maximum Efficiency Appointment setters are adept at streamlining the sales process.
They guarantee a smooth and efficient journey for both the sales team and the potential client, minimising delays and maximising opportunities.
Effective Time Management An appointment setter enhances your sales teams’ productivity by utilising the sales team’s calendar optimally.
Improving customer relationships
Customer relationships are the foundation of any successful business.
Here’s how you can build a personalised customer relations:
Creating Positive First Impressions Appointment setters’ professionalism and warmth set a positive tone for future interactions, laying the foundation for a strong business relationship.
Tailoring Communication for a Personalized Experience Skilled appointment setters recognise that each potential client is unique.
As such, they provide personalised approaches to engage prospects effectively, demonstrating your business’ commitment to meeting clients’ specific needs.
Consistent and Thoughtful Follow-up Regular follow-ups by appointment setters help nurture leads and build strong, long-lasting customer relationships.
They make prospects feel valued, significantly enhancing customer satisfaction and loyalty.
Ready to Recruit and Retain your
Ideal Remote Workforce?
Ready to Recruit and Retain your Ideal Remote Workforce?
Skills and Qualifications for an Appointment Setter
Here’s what makes an appointment setter competent:
Essential skills required for success
Appointment setting is not just about making inbound and outbound calls but also about making connections.
Here are some skills that set apart a top-notch appointment setter:
Communication Skills
An effective appointment setter knows how to engage potential clients and convey the value proposition succinctly.
Listening Skills
Active listening helps understand client needs and address their concerns effectively.
Organisational Skills
Juggling multiple appointments and managing schedules requires exceptional organisational capabilities.
Persistence and Resilience
Rejection is part of the game. The best online appointment setters possess the resilience and the persistence to follow up consistently.
Tech-Savviness
Proficiency in CRM software and other scheduling tools is crucial for efficient appointment setting.
Qualifications and experience
An appointment setter with the following can be beneficial:
Educational Background
A high school diploma is often sufficient, but additional qualifications in sales, marketing, or communication can be advantageous.
Experience in Sales or Customer Service
Previous experience in sales, telemarketing, or customer service roles can also be valuable.
Training and Certifications
Certifications in sales or communication can demonstrate a candidate’s commitment to excel in the field.
Hiring an Appointment Setter
Bringing on an appointment setter can make a positive impact on your sales team. Here’s how to do it:
What to look for in a candidate
Finding the ideal appointment setter is more than just checking off a list of qualifications. You also need someone who resonates with your brand and connects with your clients.
As such, it’s ideal if they have:
Strong Communication Skills
Look for candidates who can articulate their thoughts clearly and confidently.
Adaptability and Learning Ability
The ideal candidate must understand your products and the nature of your business.
Positive Attitude and Persistence
A candidate with a can-do attitude and the tenacity to pursue leads can be a valuable asset to your team.
Tips for the hiring process
Here are some tips to make the hiring process as effective as possible:
Clear and Detailed Job Description
Start with a job description clearly outlining the role requirements, responsibilities, and expectations.
Structured Interview Process
Combine behavioural and situational questions to gauge the candidate’s skills and fitness for the role.
Role Play Scenarios
Incorporate role-play exercises to assess the candidate’s practical skills in appointment setting.
Check References
References provide valuable insights into the candidate’s past performance and work ethic.
Consider Cultural Fit
Ensure that the candidate aligns with your company culture and values, which can significantly impact their success in the role.
Tools and Technologies for Appointment Setters
Equipping appointment setters with the right tools and technologies is necessary in today’s fast-paced environment.
Here are some of the latest trends when it comes to technology.
Overview of popular CRM and scheduling tools.
The heart of effective appointment setting lies in robust CRM (Customer Relationship Management) and scheduling tools.
CRM Tools
Platforms like Salesforce, HubSpot, and Zoho CRM offer a comprehensive view of customer interactions, helping appointment setters:
track leads
follow up efficiently
personalise their approach.
Scheduling Tools
Meanwhile, applications like Calendly, Acuity Scheduling, and Microsoft Bookings simplify scheduling appointments, reducing back-and-forth emails and ensuring better time management.
The role of technology in modern appointment setting
Technology creates a seamless, efficient, and personalised appointment setting experience for your team and clients.
Efficiency and Automation
Modern tools automate mundane tasks, allowing appointment setters to focus on building relationships and closing deals.
Data-Driven Insights
With advanced analytics, you can also track performance, identify trends, and make informed decisions to optimise your appointment-setting strategies.
Enhanced Customer Experience
Technology enables a more streamlined and professional interaction with clients, boosting satisfaction and trust in your brand.
Incorporating these tools into your appointment-setting process can significantly enhance productivity and results, especially with the help of Remote Staff.
Ready to Recruit and Retain your
Ideal Remote Workforce?
Ready to Recruit and Retain your Ideal Remote Workforce?
Challenges Faced by Appointment Setters
Understanding and overcoming hurdles is key to maintaining a high-performing appointment setting.
Common obstacles and how to overcome them
Here are the most common obstacles and how to deal with them:
Dealing with Rejection. Rejection is part of the appointment setting process and appointment setters mustn’t take it personally.
Maintaining Consistent Performance Maintaining consistent results can be challenging, especially when dealing with repetitive tasks.
It helps to set clear goals and provide regular feedback.
Navigating Through Gatekeepers. Appointment setters usually need to get past gatekeepers before they can reach the decision-makers.
Thus, training them in effective communication helps increase their chances of getting past these.
Time Management. Balancing numerous calls and follow-ups while managing administrative tasks can be overwhelming.
By implementing time management techniques and using scheduling tools, you can help appointment setters stay organised and efficient.
Strategies for maintaining high performance
Here are some of the effective strategies that can help your appointment setters:
Regular Training and Development. Continuous training sessions can equip appointment setters with new strategies and techniques.
These keep them sharp and updated with the latest communication and sales trends.
Incentives and Recognition. Implementing a system of rewards and recognition can be a great motivator.
It boosts morale and at the same time, it also encourages a culture of excellence.
Stress Management. Workshops or access to counselling services can help appointment setters manage and overcome work pressure.
Creating a Supportive Environment. It’s also beneficial to foster a team environment where appointment setters can share experiences and learn from each other.
It creates a sense of camaraderie and support which is crucial for long-term success.
With the help of Remote Staff, you can further address these challenges and implement effective strategies so your appointment setters can improve and excel.
The Future of Appointment Setting
The landscape of appointment setting is poised for change as the industry evolves and adapts.
Emerging trends in the industry
Here are the latest developments and emerging trends that shape appointment setting:
Integration of Artificial Intelligence (AI). AI is starting to make its mark from chatbots that can handle initial inquiries to sophisticated algorithms predicting the best times to contact leads.
Personalisation at Scale. Appointment setters can now tailor their approach for each lead since they now have access to more data.
Personalisation, driven by data analytics, is becoming a key trend, allowing for more targeted and relevant interactions.
Remote and Flexible Working Models. The shift towards remote work is also impacting appointment setters.
This flexibility allows businesses to tap into a wider talent pool and enables appointment setters to work in environments that suit their productivity best.
The Future of Appointment Setting
The landscape of appointment setting is poised for change as the industry evolves and adapts.
Emerging trends in the industry
Here are the latest developments and emerging trends that shape appointment setting:
Integration of Artificial Intelligence (AI). AI is starting to make its mark from chatbots that can handle initial inquiries to sophisticated algorithms predicting the best times to contact leads.
Personalisation at Scale. Appointment setters can now tailor their approach for each lead since they now have access to more data.
Personalisation, driven by data analytics, is becoming a key trend, allowing for more targeted and relevant interactions.
Remote and Flexible Working Models. The shift towards remote work is also impacting appointment setters.
This flexibility allows businesses to tap into a wider talent pool and enables appointment setters to work in environments that suit their productivity best.
How the role might evolve with technological advancements
In addition, here’s how emerging technologies are set to redefine the industry:
Enhanced Data-Driven Strategies. Appointment setters will have access to more sophisticated tools for analysing and utilising data.
This means they can make informed decisions about whom to contact, when, and how, leading to higher success rates.
Automation of Routine Tasks. Automation technology is expected to take over the routine aspects such as scheduling and follow-up reminders.
This frees up more time on strategy and relationship-building.
Increased Collaboration with AI. Moving forward, we might see appointment setters working alongside AI tools in a more integrated manner.
AI can assist in identifying promising leads or providing real-time insights during calls, enhancing the overall effectiveness of the appointment setting process.
Appointment setters are important in the sales process, especially in today’s fast-paced and technology-driven market.
As their role evolves due to technological advancements, investing in skilled appointment setters is essential for businesses aiming for growth and success.
This is where Remote Staff comes in.
With over 16 years of experience partnering AU businesses with the right Filipino remote workers, Remote Staff can connect you with skilled appointment setters who can help take your business to the next level.
Don’t miss this chance. Contact Remote Staff today.
Appointment setters are important in the sales process, especially in today’s fast-paced and technology-driven market.
As their role evolves due to technological advancements, investing in skilled appointment setters is essential for businesses aiming for growth and success.
This is where Remote Staff comes in.
With over 16 years of experience partnering AU businesses with the right Filipino remote workers, Remote Staff can connect you with skilled appointment setters who can help take your business to the next level.
Don’t miss this chance. Contact Remote Staff today.
Ready to Recruit and Retain your
Ideal Remote Workforce?
Ready to Recruit and Retain your Ideal Remote Workforce?
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