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Johanna is a results-driven professional with over 12 years of experience in client-facing and back-office roles within the financial services and SaaS industries. She brings with her an exceptional track record in fraud prevention, payment lifecycle management, and customer onboarding. 

• Fraud Prevention & Risk Management
• Client Onboarding & Support
• Escalation & VIP Support
• Customer Service
• Successfully transitioned from voice-based support to fraud prevention, culminating in a senior payment lifecycle analyst role managing escalations from high-net-worth clients.
• Oversaw multimillion-dollar transaction reviews with minimal error margins and high trust levels from internal stakeholders.
• Spearheaded onboarding improvements at her current SaaS client, contributing to higher client retention and successful fraud screening measures.
• Can start immediately

Tools & Software:

• Zendesk (Email/Customer Support)
• Slack (Internal Communications)
• Stripe (Payments/Disputes)
• Zoom (Virtual Meetings)
• CRM App (proprietary, similar to QuickBooks)

Strongest Behaviors:

• Proactive, assertive, and driven to reach personal and team goals.
• Independent, innovative thinker who thrives in dynamic, fast-paced environments.
• Persuasive communicator who builds and leverages relationships effectively.

Behavioral Summary:

Johanna is a confident and self-starting professional who thrives under pressure and adapts well to changing conditions. She combines her assertiveness with a relationship-oriented approach, making her effective in both collaborative and independent settings. Known for her urgency and ability to influence outcomes, she excels in environments that allow autonomy, quick decision-making, and impactful client engagement. Her preference for action over routine aligns well with roles that require initiative and direct client interaction, making her a valuable addition to fast-moving teams.

Key Skills & Strategies:

• Cold Calling & Lead Generation: Efficiently handles high call volumes while maintaining engagement.
• Objection Handling: Adapts scripts and techniques to increase transfer success rates.
• Research & Adaptability: Quickly learns new products and industries to enhance pitch effectiveness.
• Technical Proficiency: Experienced with Ricochet 360, Zoom, Microsoft Suite, Excel, and HR tools (Agency HR, Rippling.com).
• Engagement Tactics: Uses innovative methods to maintain focus and energy during long calling sessions.

• Relative persistence as goals are pursued; keeps at it even when problems pop up. Steady, slower to change.
• Somewhat casual with rules. More focused on the goal than how to get there; delegates some of the implementation details.
• Generally takes each day as it comes, greeting it with few worries and relaxed demeanor, particularly if there’s some predictability involved.

Customer Service & Sales:

• Four years of experience in outbound sales, particularly in the insurance sector, handling high call volumes (500–700 dials/day) and appointment setting.
• Experience handling difficult customers, overcoming objections, and utilizing rebuttals effectively to close sales.
• Proficient in converting inquiries into bookings through relationship-building and trust-based sales techniques.

Administrative & Virtual Assistance:

• Managed Shopify stores, including product photo editing, video content creation, and customer engagement via comments.
• Experienced in medical billing, processing patient claims, and coordinating with healthcare providers.
• Familiar with CRM tools, tracker sheets, and calendar management for tracking customer interactions and follow-ups.

Technical Proficiency:

• Knowledge of Shopify for e-commerce management.
• Experience using call-tracking systems and CRM tools for lead generation and customer follow-ups.
• Comfortable working with monitoring tools for time tracking, such as Time Doctor.

• 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.

Christylyn 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 Christylyn, who takes responsibilities very seriously.

Froilan is an accomplished Sales and Business Development Specialist with over 4 years of experience in client acquisition, cold calling, and revenue growth strategies. He has excelled in logistics and SaaS industries, demonstrating proficiency in driving qualified leads, fostering client relationships, and utilizing CRM tools to optimize sales processes. His expertise in outbound prospecting, coupled with his ability to implement targeted outreach strategies, has consistently resulted in measurable success in increasing client engagement and retention.

• He successfully generated a 30% increase in qualified leads through cold calling, email campaigns, and social selling techniques.
• He collaborated with internal sales teams to achieve a 25% increase in client retention and engagement.
• He proficiently utilized CRM tools to analyze customer interactions, identifying insights to drive revenue growth.
• He prospected B2B leads to introduce a capacity procurement platform.
• He achieved measurable results through cold outreach and appointment setting.
• He displayed analytical skills in utilizing CRM software for performance tracking and optimizing processes.
• He is able to start immediately.

Skills and Tools Proficiency:

• Sales and Communication Skills: Cold calling, email campaigns, and social selling techniques.
• CRM Expertise: Hands-on experience with tools for tracking customer interactions, optimizing pipelines, and analyzing sales trends.
• B2B Prospecting: Successfully executed SaaS outreach and appointment-setting initiatives.

• Persistence; consistent pursuit of goals in calm, methodical manner even when setbacks occur. Opinionated; slow to change.
• Casual with rules. Focused on the goal, not how to get there; willing to bend the rules. Delegates implementation details.
• Unworried and unhurried; takes each day as it comes with little planning for what might happen, particularly given the predictable routines that have been established.
• Private, serious, introspective, and reserved. Takes time to connect to and trust new people.
• Focused; can concentrate on the task at hand for long periods. Quickly notices and understands technical matters more than social ones. Consistent and patiently thoughtful.

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

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

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

• Administrative Support
• Team Leadership
• Training and Development
• Customer Service
• Sales and Lead Generation

• Telecommunications
• Insurance
• Legal Services

• Team Leader (Comcast)
  • Led, motivated, and coached a team of appointment setters for financial advisers.
  • Delegated tasks effectively, prioritized workload, and set clear performance expectations.
  • Monitored team performance, providing constructive feedback, coaching, and development opportunities.
  • Audited calls to ensure adherence to client standards and managed the hiring process, training, and onboarding of agents.
• Supervisor (Comcast)
  • Led and coached a team of employees, fostering a positive and productive work environment.
  • Monitored team performance, provided feedback, and conducted performance reviews.
  • Addressed employee concerns, resolved conflicts, and ensured adherence to company policies and safety regulations.
  • Identified opportunities for process improvement and implemented changes to enhance efficiency and productivity.
• Product Specific Trainer (Comcast)
  • Developed and maintained comprehensive training programs for technical account features and best practices.
  • Delivered impactful training sessions through various instructional methods.
  • Tailored training content to diverse learning styles and evaluated trainee comprehension through assessments.
  • Collaborated with subject matter experts to ensure training program effectiveness.
• Insurance Quotation Specialist (Remote) (Home and Auto Insurance)
  • Conducted thorough needs assessments to recommend appropriate home and auto insurance policies.
  • Prepared accurate and competitive quotes and processed applications for new and existing policies.
  • Answered client questions regarding coverage, billing, and claims, providing ongoing customer service and support.
• Technical Service Representative (Hybrid) (Comcast)
  • Diagnosed and resolved a wide range of technical issues through phone, chat, or email support.
  • Provided clear instructions to guide customers through troubleshooting steps and maintained strong customer relationships.
  • Documented interactions and tracked service resolutions to ensure optimal customer experience.
• Lead Generation Specialist (Remote) (Schedule an appointment for attorneys)
  • Performed outbound calls on leads to check for a variety of cases and scheduled appointments for attorneys.
  • Ensured data in CRM systems were correct.

Skills:

• Social Media Management (Intermediate)
• Salesforce CRM (Advanced)
• CRM (Advanced)
• Microsoft Office (Advanced)
• Google Apps (Advanced)

Mira is a highly skilled administrative professional with robust expertise in managing teams, developing training programs, and providing excellent customer service. Her strong skills in CRM management, team leadership, and process improvement make her a valuable asset for any organization. Minerva has a proven track record of enhancing team performance and ensuring high standards of service, demonstrating exceptional ability in various roles.

Profile: Scholar

Mira's Scholar profile indicates that she excels in analytical thinking and possesses a deep knowledge in her field. As a Scholar, she brings a methodical and detail-oriented approach to her work, ensuring thoroughness and precision. Her ability to analyze complex situations and develop effective solutions makes her a strong candidate for roles that require critical thinking and expertise. Minerva's Scholar profile complements her extensive experience, positioning her as a valuable asset in any organization.

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

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

• He worked in the BPO industry for 8 years, more in sales accounts, telecommunications, and IT cloud solutions (RingCentral) working as an account partner manager, selling products and services.
• He is also doing appointment setting to discuss leads, performance and promotions, and after-sales support.
• He has experience as a Business Development Representative whose main tasks is to manage emails, cold calling, and appointment setting.
• Has set up sales operations from scratch and managed end-to-end sales processes, including cold calling and client onboarding.
• He has extensive experience in sales, lead generation, and CRM management, coupled with a strong analytical and operational focus, positions him as a strong candidate. His behavioral profile further underscores his suitability for this role, emphasizing his ability to deliver results with precision and reliability.
  
  Tools:
  
  Salesforce
  Close
  RingCentral
  Skype
  Zoom
  Google Suite
  Microsoft Office
  NiceCXone
  Avaya
  MS Teams
  Slack
  Calendly
  Facebook Account and
  Business Manager
  Rio CRM

• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
• 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.

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 Alyssa Kay, who takes responsibilities very seriously.

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

• Patient, stable, and consistent; does things generally systematically and is not inclined to change these systems. Dependable, relatively consistent and works best in familiar environments, with familiar people.
• Tolerant, easy-going, and uncritical in getting along with others. A focused listener.
• Works steadily at an even pace; most productive with fewer interruptions.

May is an outgoing, talkative, very friendly individual, a lively and stimulating communicator. A good mixer who is poised, active and responsive in social situations.

The complete extravert; informal and uninhibited in their behavior; understands people well and is capable of using that understanding to gain the friendship and cooperation of others. It is important to this individual to be liked and accepted, and they express themself to individuals or groups with warmth and enthusiasm. Easily understands and accepts other viewpoints, ideas, and feelings, and can be effective at getting diverse groups to come together and collaborate.

• Shanylow has a bachelor's degree in education and graduated as Cum Laude. She described herself as Highly organized and resourceful Virtual Assistant with years of experience seeking to leverage my proven skills in communication, time management, and administrative support to streamline your operations and boost your productivity.
• She was proficient in having these skills and tools:
  • communication skills both oral and written.
  • Time management and organization
  • Administrative skills
  • Technical Proficiency Strong Attention to Detail
  • Teamwork and collaboration
  • Time management and organization
  • Problem-solving and critical thinking
  • Adaptability and resilience
  • Prioritization and planning
  • Amadeus
  • Citrix
  • GDS
• She has been an English Teacher for couple of months. Teaching (kids, young professionals, adults) in a clear term to build proficiency, and introducing ways to help them overcome language barriers.
• She's been a Customer Service Representative for 2 years for 2 BPO companies. Working with Singapore Airlines booking, and handling customer's concerns, queries, and complaints. Working with Xirius XM account assists and solves customers' concern in a timely manner.
• She has been a Medical Virtual Assistant for 1 year. Scheduling Appointments - Identifying and proposing suitable appointment times based on both the client's and the company representative's availability. Communicating clearly and efficiently to ensure all relevant details are confirmed, including location, date, time, and purpose of the meeting. Data entry - managing patient data entry and performing patient record audits. Ensuring patient data is entered accurately and securely in accordance with HIPAA regulations. dating calendars and scheduling tools to reflect new appointments.
• Shanylow can start ASAP and open for full time roles.

• Works at a faster-than-average pace, producing results in general accordance with schedules and “the book.”
• Detail-oriented; typically makes and follows a plan to keep track of things and usually follows up to ensure completion.
• Focused on operational efficiencies: thinks about what needs to be done and how it can be done quickly without losing quality. Impatient with routines.
• Proactivity in driving to reach goals while moving at a faster-than-average pace. Inquisitive about the world.
• Relatively independent in taking action on their own ideas. Resourcefully works around most obstacles blocking completion of what they want to accomplish.

• Febbie Jane reached 2nd year college in BS - Human Resource Development Management and has a certificate in Social Psychology. She have been working for 6 years handling and performing roles such as Customer Service Representative, Data Entry and Quality Analyst. She has catered international clients since most of his work experiences are client handling.
• She was exposed and proficient to the following tasks and tools:
  • XUI
  • DMDAPI
  • Talent Acquisition
  • Data Entry
  • Customer Support
  • MS Excel and Word
• She has been a Customer Support Representative for 3 years. Responsible in Appointment Setting, Social Media Monitoring, doing Inbound and outbound calls. Filing tickets to an Australian Company. And, doing a little bit of sales. On top of it she also is doing Talent Acquisition tasks. Like, screening applicants for recruitment purposes.
• She has experience as Data Entry for 2 years and 5 months that track customer's records, credit score restoration and doing live sports update on AATV app.
• She has been a Quality Analyst for 1 year and 7 months as well. Responsible in maintaining the quality of the calls made by agents. Ensuring that they are following the accurate process and following the rules.
• Febbie Jane can start ASAP and prefers to any full-time and open for negotiation with part-time roles.

• 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.

• Justine has been working for almost 3 years handling roles such as Admin Operations Assistant/Case Manager Virtual Assistance, Executive Admin Assistant, Content Creator Virtual Assistance, Quality Assurance Virtual Assistance and Operations Customer Service Representative in the Business Process Outsourcing Company, Construction Firm, Law Firm, e-commerce, affiliate marketing, solar business, digital marketing and financial services. She was able to cater clients from US and UK. 
• She was exposed to the following tasks:
  • Executive Virtua Assistance
  • Accounting
  • Appointment Setting
  • Sales Lead Generation
  • Property Management
  • Amazon Product Research
  • Legal Assistance
  • Payroll
  • Calendar management
  • Graphic design
  • Customer Service
  • Social media management
  • Bookkeeping
  • Invoicing
  • Contract Management
  • Handled a team (web developers,graphic designers, an SEO analyst, social media specialists, paid media specialists, digital marketing specialists)
  • Admnistrative tasks
• She is proficient in using tools such as: Adobe Express
  • Asana
  • Canva
  • CapCut
  • Calendly
  • Clickup
  • Eventbrite
  • Google Data Studio
  • Google Analytics
  • Google Trends
  • Last Pass
  • Lucid Chart
  • OneDrive
  • Panda Docs
  • Quickbooks
  • Shopify
  • Slack
  • Trello
  • Toggl
  • SuperHuman
  • Helium 10
  • HootSuite
  • Hubstaff
  • Loom
  • LinkedIn Navigator
  • Monday.com
  • MS Word/Excel
  • MyCase
  • Notion
  • WooCommerce
  • Xero
  • Zappier
  • Zoom
  • Flodesk
  • Call Log Tracking Metrics
  • Animaker
  • Chat GPT
  • Tube Buddy
• She can start ASAP, amenable to working any shifts and open to any full-time or part-time roles.

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

• Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.

Ma Justine 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 Ma Justine, who takes responsibilities very seriously.

With experience and/or training, Ma Justine 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 Ma Justine 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.

• Eiza has been working for almost 12 years in the Business Process Outsourcing Industries handling accounts such as Telecommunications and Leasing Company performing roles such as Customer Service Representative and Appointment Setter. She then venture into the freelancing world and became a General Virtual Assistant. She holds a bachelor's degree in Information technology. She has catered to international clients.
• She was exposed to the following tasks such as:
  • Phone Support - Inbound and Outbound
  • Appointment Setter 
  • B2B and B2C Campaign
  • Lead Generation
  • Customer Service
  • Bookkeeping
  • Social Media Management
  • Conduct Research 
  • Administrative tasks
• She is proficient in using tools such as:
  • MS Tool
  • Avaya
  • Hubstaff
  • Zoom
  • Skype
  • Google Apps
• She can start ASAP, amenable to working any shifts and open to any part-time roles.

• 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.

Eiza 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 Eiza, who takes responsibilities very seriously.

With experience and/or training, Eiza 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 Eiza 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.