IN THIS BLOG
- ➤
What is an Appointment Setter? - ➤
Key Skills for Appointment Setters - ➤
The Importance of Appointment Setting - ➤
Appointment Setting in the Australian Context - ➤
In-House vs Remote Appointment Setters: Cost Snapshot - ➤
AU Industries Where Appointment Setting Plays a Crucial Role - ➤
Tools and Techniques for Effective Appointment Setting - ➤
Challenges and Solutions in Appointment Setting
Keeping track of meetings and appointments can be daunting. This is even more challenging if you’re juggling multiple tasks as your business grows.
Hence, many entrepreneurs delegate non-core functions like appointment setting to experienced and skilled professionals. They schedule meetings and set up calendars, allowing you to focus on other important matters.
In this article, we will provide a detailed guide on what an appointment setter is, how they can make your life just a little bit easier, and how they can potentially increase your bottom line.
Appointment Setter Job Description: What is an Appointment Setter?
An appointment setter is typically a professional who remotely handles appointments on behalf of a company or individual. Their primary responsibilities include:
- Reaching out to potential clients through phone calls and emails;
- Arranging appointments with existing customers;
- Coordinating appointments to match everyone’s availability; and
- Sharing the meeting’s purpose in advance.
The most experienced appointment setters typically have good communicable skills, persuasive demeanors, and strong organisational abilities. As such, they can enhance your company’s customer service and maximise sales impact further.
Key Skills for Appointment Setters
A good appointment setter takes over the grunt work of managing a busy schedule and making sure their clients don’t miss any important commitments. To make this happen, they rely on certain skills like:
Communication Skills
Appointment setters secure meetings by directly communicating with potential clients.
They need to be articulate and persuasive, requiring both a deep understanding of the product and active listening skills to convince a prospect about why the company’s product or service is the solution to their problem/s.
Moreover, an effective appointment setter knows how to tailor messages depending on the audience.
For example, when reaching out to a high-level executive, they’re likely to be more formal while cutting to the chase when highlighting strategic benefits. In contrast, they might deploy a more casual and conversational approach when dealing with potential customers.
Organisational Skills
Appointment setters oversee a detailed calendar of appointments to schedule meetings efficiently and to prevent conflicts.
Good organisational skills help them stay on top of everything so their clients don’t miss important appointments.
Additionally, strong organisational skills empower appointment setters to meet deadlines, maintain productivity, and provide quality service consistently.
Persistence and Patience
Handling rejections is par for the course, as not every prospect will express interest or agree to a meeting.
A persistent appointment setter, however, sees rejections as opportunities to improve their approach. They also exercise great patience, especially when dealing with prospective or new clients who take time (and strategic follow-ups) to cultivate.
Tech-Savviness
The most effective appointment setters are adept at using Customer Relationship Management (CRM) software and scheduling tools.
A tech-savvy appointment setter saves time and resources by using technology to
- Connect with a wider audience,
- Nurture leads through automated workflows, and
- Track engagement metrics to refine their approach over time.
This ability to use software and tools enhances productivity, improves client relations, and ultimately, increases appointment conversion rates.
The Importance of Appointment Setting
An appointment setter is an indispensable part of a growing business. They ensure a steady stream of potential clients and opportunities through:
Improved Efficiency
An appointment setter streamlines lead management and client engagement by handling the initial outreach to potential clients. This allows the sales team to focus on converting qualified leads rather than administrative tasks involved in the process.
For instance, an appointment setter can identify and contact potential clients on your company’s behalf. After gathering information about the client’s needs, they pass these on to the sales team, allowing them to tailor their presentation and address the client’s specific concerns.
This organised approach saves time, reduces administrative burdens, and maximizes client interactions.
Enhanced Client Relations
Appointment setters are your front line when building positive client relationships. Thus, they need to make a good first impression and show genuine interest in the client’s needs.
How?
First, they contact a prospect who has shown interest in the product or service. The setter then takes time to understand their needs and pain points, before scheduling a meeting at the client’s preferred time.
During the meeting, the appointment setter should provide a personalised pitch based on the client’s initial information. They then supplement this with consistent follow-ups and the timely scheduling of appointments to make their clients feel valued.
Time Management
Delegating appointment-setting tasks to skilled professionals helps business owners focus on other core business functions.
If you’re running a real estate agency, for instance, an appointment setter can schedule meetings with potential buyers for you. They also keep your agents’ calendars organised so that they don’t overlap.
Furthermore, they use scheduling software to automate reminders and confirmations. This saves time and helps maintain a smooth workflow for the entire business.
In short, appointment setters keep everyone organised to put everyone’s time, energy, and talents to optimal use.. This allows sales agents and business owners to focus on improving their products and services or building better client relationships – instead of going back and forth over their schedules themselves.
Increased Conversion Rates
Appointment setters use a structured approach to make each potential client feel like they’re getting attentive service while moving them smoothly through the sales funnel.
More importantly, they proactively follow up with prospects whom they weren’t able to close right away. This helps convert more leads since studies show that customers tend to say NO four times before saying YES.
This strategic engagement is more successful at turning initial rejections into successful conversions, leading to higher sales and improved business growth.
Pipeline Management
Done right, steady appointment setting provides a steady flow of qualified leads. A good setter fills the sales pipeline with prospects who have expressed their interest in your products or services.
Strategic appointment setting also involves segmenting leads based on their readiness to buy. This helps the sales team prioritise and focus on leads who are most likely to convert into sales.
In other words, appointment setters follow a systematic approach that drives lead generation, optimises resource allocation, and maintains consistent engagement with potential clients.
Appointment Setting in the Australian Context
Small businesses make up a large part of Australia’s economy. They’re 97% of the 2.6 million registered businesses.
Many of these businesses rely on appointment setters for the efficient scheduling of meetings, consultations, reservations, and service appointments. These professionals often have the experience and expertise to offer personalised attention to customers, regardless of the industry they serve.
In addition, appointment setting Down Under is often subject to the following considerations:
Cultural Nuances
Appointment setters must have a keen understanding of cultural nuances for successful interactions. Australians, for example, value clarity and directness. They also appreciate punctuality.
Thus, appointment setters for AU businesses should ideally be straightforward and transparent about the meeting’s purpose – and start the meeting on time. They’re prompt about sending email agendas with agreed-upon times, but are open to client rescheduling.
Regulatory Environment
Australia requires strict compliance with privacy laws. Businesses must obtain consent before collecting personal data from clients and customers. There are even Australian regulations in place to prohibit unsolicited messages.
Fortunately, professional appointment setters know their way around AU’s complex regulatory environments. Many have different ways of securing consent before collecting personal information, and informing prospects about opt-out options as required by AU laws.
Time Zones
Managing appointments across Australia’s three main time zones requires careful planning. To handle this, appointment setters use scheduling software that automatically adjusts to the recipients’ locations.
They also send confirmation emails with the appointment times within the customer’s time zone. This helps avoid misunderstandings and most importantly, prevents missed appointments.
In-House vs Remote Appointment Setters: Cost Snapshot
In-house may look simple until you tally everything behind the salary. You’re funding the setup: hiring time, training, office space, tools, and ongoing management. Remote strips it back to the essentials.
Monthly comparison (AU-facing business):
In-house gives you proximity, but that comes with a premium. Remote gives you cost control, and you’re also able to build out capacity if your process is already dialed in.
Once appointment setting becomes a repeatable function, you’ll see which option makes better sense.
AU Industries Where Appointment Setting Plays a Crucial Role
While appointment setting can be helpful to any business, there are certain industries where it’s downright crucial.
Healthcare
Aside from business owners and entrepreneurs, Australian medical professionals also tap professional appointment setters to help facilitate patient care.
These professionals use effective appointment systems integrated with electronic health records (EHR), allowing patients to:
- Book appointments online;
- Receive automated reminders; and
- Access pre-visit instructions.
This approach reduces no-show rates and enhances patient engagement and satisfaction.
Candidates:
Filter by Role:
*Booking interviews depend on candidates' availability and interest.
All-inclusive Rate: USD $9.64/hr
Jose
Candidate ID: 573215
ADVANCED
- B2B Calling, Outbound Appointment Setting, Outbound Sales, Inbound Calls...
INTERMEDIATE
- Salesforce CRM, Technical Support, Smartphone Technical Support, Tele Sales...
Median Rate
$9.64
$10.40
if $1 = PHP52
$12.40
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
(inclusive of service fee)
*Plus GST for Australian Businesses
Full Time: $USD 9.64 per hour or $USD 1670.08 per month
Remote Staff Recruiter Comments
Jari brings over a decade of well-rounded experience in customer-facing roles within the business process outsourcing (BPO), telecommunications, and tech support industries. His most recent experience includes a freelance SDR role in the consulting industry, where he handled lead generation, prospecting, and appointment setting. Prior to that, he held a long-term position as a Sales Account Executive in the telecommunications sector, where he was responsible for end-to-end sales cycle management, client consultation, and strategic sales execution. Notably, he led a high-impact project focused on accelerating sales conversions through a one-call close approach.
He has the ability to handle different communication channels to ensure generating quality leads and prospects and he's skilled in Sales and Support to achieve the best interest of Company and Client.
He was a B2B Sales Account Executive in RingCentral for 5 years where he's responsible for:
selling and managing a complete range of RingCentral products and services
implementing of sales strategy though comprehensive understanding of the sales process and development of consultative selling skills
lead identification, qualification and sales pipeline management
management of sales life cycle from lead generation to close
Predictive Index Behavioral Profile - Individualist
Strongest Behaviors:
Risk-taking, daring, and focus on future goals; this individual is more concerned with where they’re going than either how they’ll get there, or where they’ve been. Adaptable, operates flexibly.
Task-focused; quickly notices and pushes to fix technical problems, assertively cutting through any personal/emotional issues. Has aptitude to spot trends in data or figure out how complex systems work.
Behavioral Summary:
Jari 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.
- He has thirteen years of progressive experience in Sales, B2B Account Management, and Customer Support.
- He has the ability to handle different communication channels to ensure generating quality leads and prospects and he's skilled in Sales and Support to achieve the best interest of Company and Client.
- He was a Sales Account Executive in RingCentral for 5 years where he's responsible for:
- selling and managing a complete range of RingCentral products and services
- implementing of sales strategy though comprehensive understanding of the sales process and development of consultative selling skills
- lead identification, qualification and sales pipeline management
- management of sales life cycle from lead generation to close
Employment History
Appointment Setter/Sales
Industry:
Consulting (IT / Science / Engineering & Technical)
Employment Period:
October 2011 to May 2012 (6 Months)
Duties and Responsibilities:
- Utilized CRM software to track customer interactions, ensuring consistent follow-up and issue resolution.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services
Customer Service Representative
Industry:
Banking / Financial Services
Employment Period:
May 2012 to May 2013 (12 Months)
Duties and Responsibilities:
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
- Investigated and resolved accounting, service, and delivery concerns.
Technical Support Advisor
Industry:
Consulting (IT / Science / Engineering & Technical)
Employment Period:
May 2017 to November 2017 (6 Months)
Duties and Responsibilities:
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
- Investigated and resolved issues with Apple devices, service, and troubleshooting concerns
Sales Account Executive
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
November 2018 to June 2024 (66 Months)
Duties and Responsibilities:
- Responsible for selling and managing a complete range of RingCentral products and services.
- Implementation of sales strategy through a comprehensive understanding of the sales process and developing consultative selling skills.
- Lead identification, qualification, and sales pipeline management.
- Manage sales life cycle from lead generation to close.
- Contribute to the highest levels of prospect and customer service satisfaction.
- Spearheaded the successful project: Digital Sales Accelerator, focusing on one-call close deals.
- Worked on providing implementation and maintenance support
- Worked with sales teams to help package, price, and optimize large transactions
Freelancer
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
January 2024 to February 2025 (13 Months)
Duties and Responsibilities:
- Worked as SDR for Opex Advisors (cold calling, appointment setter)
- Lead identification and qualification.
- Prospecting, nurturing leads, and appointment setting.
Education History
Field of Study:
Computer Science/Information Technology
Major:
Computer Engineering and Technology
Graduation Date:
January 1, 2011
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
- B2B Calling, Outbound Appointment Setting, Outbound Sales, Inbound Calls, Inbound Sales,
INTERMEDIATE ★★
- Salesforce CRMTechnical SupportSmartphone Technical SupportTele SalesLead Generation
Work at Home Capabilities:
- Internet Bandwidth: Greater than 100mbps
- Working Environment: Private Room
- Speed Test Result: N/A
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: Acer
- Processor: i5
- Operating System: Windows 11
All-inclusive Rate: USD $7.67/hr
Jikki
Candidate ID: 557764
ADVANCED
- Email management, Cold Calling, Outbound Appointment Setting, Salesforce CRM...
INTERMEDIATE
- Email Lead Generation, Inbound Lead Generation...
Median Rate
$7.67
$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
(inclusive of service fee)
*Plus GST for Australian Businesses
Full Time: $USD 7.67 per hour or $USD 1329.77 per month
Remote Staff Recruiter Comments
- 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
Predictive Index Behavioral Profile - Specialist
Strongest Behaviors
- 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.
Jikki 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 Alyssa Kay, who takes responsibilities very seriously.
Employment History
SALES DEVELOPMENT REPRESENTATIVE
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
August 2023 to March 2024 (7 Months)
Duties and Responsibilities:
- Cold calling
PARTNER ACCOUNT MANAGER
Industry:
Computer / Information Technology (Software)
Employment Period:
January 2020 to June 2023 (40 Months)
Duties and Responsibilities:
- Lead Qualification and Sales Pipeline Management
- Appointment Setter/Inbound & Outbound Calling
- Email/Calendar Management
TECHNICAL AND SALES SPECIALIST
Industry:
Telecommunication
Employment Period:
May 2019 to December 2019 (7 Months)
Duties and Responsibilities:
- Inbound Calling
- Troubleshoot
- Upsell
- Device Insurance
SALES AND BILLING CHAT REPRESENTATIVE
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
October 2017 to May 2019 (19 Months)
Duties and Responsibilities:
- Expert at simplifying the explanation of customer bills, rate plans, and features of AT&T's products and services
- Use problem-solving skills to troubleshoot and resolve various customer-impacting issues such as voice and data, that span multiple networks and elements.
Sales Development Representative
Industry:
Consulting (IT / Science / Engineering & Technical)
Employment Period:
June 2024 to January 2025 (7 Months)
Duties and Responsibilities:
- Contact and qualify potential customers
- Collaborating with the sales team
- Participating in sales meetings
- Scrapping/Lead Generation
- Appointment Setter
- Email Management
Education History
Field of Study:
Business Studies/Administration/Management
Major:
Call Center Management
Graduation Date:
March 1, 2014
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
- Email management, Cold Calling, Outbound Appointment Setting, Salesforce CRM, B2B Lead Generation, Chat Support, Customer Relations, Data Entry, Sales Management, Calendar Management, RingCentral, Microsoft Office, Google Apps,
INTERMEDIATE ★★
- Email Lead GenerationInbound Lead Generation
Work at Home Capabilities:
- Internet Bandwidth: Between 5mbps to 100mbps
- Working Environment: Private Room
- Speed Test Result: N/A
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: -
- Processor: default
- Operating System: Windows 11
All-inclusive Rate: USD $9.14/hr
May
Candidate ID: 546328
ADVANCED
- B2C Telemarketing, Customer Support, Customer Service Management, Training and Development...
INTERMEDIATE
- Outbound Sales...
Median Rate
$9.14
$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
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 8.65 per hour or $USD 749.96 per month
Full Time: $USD 9.14 per hour or $USD 1585.00 per month
Remote Staff Recruiter Comments
- 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.
Strongest Behaviors
- 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.
Employment History
Customer Service Executive
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
April 2019 to July 2023 (51 Months)
Duties and Responsibilities:
- Manages customer careline channels including incoming and outgoing calls, emails, website chats, and social media chats in an effective manner to achieve brand recognition and customer loyalty.
- Ensure the precise entry and continual updates of project-related data within the document management system.
- Promotes a customer satisfaction by interacting with customer politely and resolving customer enquiries efficiently.
- Coordinate with internal departments and other agencies (logistic partner & Nestle Marketing team) to resolves customer enquiries.
- Ensure all the customer interactions are updated on a daily basis into Nestle database tracking system.
- Extend recommendation for improvement in service process and service operation to achieve service excellence.
- Active support in marketing activities like website updates, newsletters and event organizing.
- Assist in the preparation of regularly scheduled reports (Daily, Weekly, Monthly reports)
- Skilled in negotiation and dealing with complaints In charge on training and delegating work of new careline/staff in the department.
- Occasional event management support.
Business Development Executive
Industry:
Consulting (Business & Management)
Employment Period:
August 2015 to September 2018 (37 Months)
Duties and Responsibilities:
- Researching organizations and individuals online (especially on social media) to identify new leads and potential new markets.
- Contacting potential clients via email or phone to establish rapport and set up meetings for Business Development Managers. Handle administrative requests and queries from Business Development Managers.
- Write and distribute email, correspondence memos, letters, faxes and forms
- Create templates, forms and design request.
- Assist in the preparation of regularly scheduled reports (Sales Closed, BD Tracking, GeBiz Report, Petty Cash Claims)
- Develop and maintain a filing system. Create and update records and databases.
- Planning conferences, team meetings and taking detailed minutes.
- Preparing PowerPoint presentations and sales displays
- Active support in marketing activities like website updates, newsletters and event organizing.
- Organize “Public Seminar” every month. (2 public seminar per month).
- Create promotional materials like e-mailer to blast every week.
- Assist coordinators and participants during their registrations.
- Organize facilities and manage all events’ details such as training materials, catering, location, participants list, observers, and equipment.
- Research suppliers for training venues. Perform necessary site visit and liaison with venue on project operational requirements.
- Pre-qualify suppliers and submit to management for approval.
- Assist coordinators for the application of training grant in SG
- Promote product and services included public seminar content through cold calling
- Cultivation of leads
- Schedule appointments for Business Development Managers to meet with prospective customers • Skilled in negotiation and dealing with complaints
- Contact businesses and potential customers to promote products, services.
- Obtain customer information including names and addresses and record customer details including reaction to the product or service offered
- Contact customers to follow up on initial interaction
Customer Sales Executive
Industry:
Manufacturing / Production
Employment Period:
March 2014 to January 2015 (9 Months)
Duties and Responsibilities:
- Do cold-calling to arrange meetings with potential customers to create new account.
- Visit potential customers and gaining a clear understanding of customer's businesses and requirements.
- Introducing products and services, offering advice, prepare detailed proposal documents for the clients, negotiate contracts and close sales.
- Perform professional presentations or demonstrations of company products and services.
- Prepare quotation, discuss credit term, and prepare sales order forms and reports.
- Ensure follow up by passing leads to Account Managers with calls-to-action, complete profile information of clients and sources.
- Recording sales and order information and entering figures into computer system.
- Resolves complaints and answers questions of customers regarding services and procedures.
- Update customer listing data and their transaction and maintaining relationships with existing customers in person and via telephone calls and emails.
- Prepare sales plan and discuss to Account Manager.
- Attending team meeting and sharing best practice with colleagues.
- Monitoring purchase order of existing customers.
Customer Sales Executive
Industry:
Retail / Merchandise
Employment Period:
April 2012 to March 2014 (23 Months)
Duties and Responsibilities:
- Handle face-to-face and telephone customer feedback and inquiries.
- Perform cashiering duties competently.
- Handle and perform product inventory on the assigned outlet at month end.
- Train and orient new staff.
- Prepare purchase order and send quotations to clients.
- Meet and discuss with clients regularly. Office Assignments
- Compiles employees' time and reviews roster and work charts for completeness and send to office.
- Prepare roster of all staffs including their designated outlets and send to the manager for approval.
- Computes total time worked of staffs and part timers and posts it to roster, and routes roster to head office.
- Maintaining roster and accurately inputting time and attendance data into the system.
- Tracking overtime hours and responsible for keeping track of leave time such as vacation, holidays, personal or sick days for employees and post onto designated records.
- Assign each staff roster in all outlets; encapsulate and send roster to all branches.
- Perform all administrative duties to assist the manager.
- Prepare product manuals, brochures and other promotion materials. • Analyze product costing for promotional discounts.
- Summarize consignment products to determine individual branches stock level.
- Maintain and update products, supplier and customer records.
- Transact and handle company major clients.
- Prepare and send quotations to the clients.
Sales Assistant
Industry:
Construction / Building / Engineering
Employment Period:
March 2011 to February 2012 (10 Months)
Duties and Responsibilities:
- Assists and deal with customers over the phone, or face to face.
- Identify target markets, send emails, and do telephone conversations, present proposals and packages to prospective clients.
- Manage stock-take and monitor inventory level.
- Giving advice and guidance on product selection to customers.
- Responsible dealing with customer complaints.
- Report discrepancies and problems to the supervisor.
- Weekly meetings and report to Manager regarding sales quotas and clients relationships.
- Good after sales service as this is the quality that guarantees repeat customers.
Education History
Field of Study:
Business Studies/Administration/Management
Major:
Marketing Management
Graduation Date:
March 30, 2011
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
- B2C Telemarketing, Customer Support, Customer Service Management, Training and Development, Microsoft Office, Salesforce CRM, Genie, Omni, Microsoft SharePoint, Data Entry, Data Processing, Email Support, Email Handling, Google Calendar, CRM, Call Handling, Inbound Calls,
INTERMEDIATE ★★
- Outbound Sales
Work at Home Capabilities:
- Internet Bandwidth: Greater than 100mbps
- Working Environment: Private Room
- Speed Test Result: https://www.speedtest.net/result/17518225782
- Internet Type: Fiber
- Hardware Type: Desktop
- Brand Name: ASUS
- Processor: AMD Ryzen 7
- Operating System: Windows 11
All-inclusive Rate: USD $6.69/hr
Shanylow
Candidate ID: 541278
ADVANCED
- Airline Ticketing, Customer Service, Data Entry, Booking Assistance...
INTERMEDIATE
- Call Handling, Contact Verification, Conflict resolution, Online Teaching...
Median Rate
$6.69
$7.07
if $1 = PHP52
$8.07
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
(inclusive of service fee)
*Plus GST for Australian Businesses
Full Time: $USD 6.69 per hour or $USD 1159.61 per month
Remote Staff Recruiter Comments
- 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.
Predictive Index Behavioral Profile - Adapter
Strongest Behaviors
Shanylow will most strongly express the following behaviors:
- 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.
Behavioral Summary
Shanylow is likely equipped with a diverse behavioral range that provides adaptation from one situation to the next. They may desire to take the lead on a project but are also comfortable accommodating the desires of others and allowing others to assume control – provided the task gets executed correctly.
In most circumstances, this individual 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, their behavior may come across as challenging the status quo, and at times, they are comfortable following the rules.
Upon completing a task, they will exhibit a higher degree of sociability, yet when facing an impending challenge, they are more likely to exhibit a reserved and serious persona. Working under pressure is usually not a problem, yet they generally prefer a degree of predictability.
Employment History
Virtual Assitant
Industry:
Healthcare / Medical
Employment Period:
April 2023 to January 2025 (20 Months)
Duties and Responsibilities:
- Scheduling Appointments
- Identifying and proposing suitable appointment times based on both the client's and the company representative's availability.
- Communicating clearly.
- 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.
Customer Service Representative
Industry:
Healthcare / Medical
Employment Period:
October 2020 to January 2023 (27 Months)
Duties and Responsibilities:
- Ensured eligibility
- Verified benefits
- Checked claims status for patients, including those covered by Medicare
- Medicaid and United Healthcare.
Customer Service Representative
Industry:
Entertainment / Media
Employment Period:
December 2019 to April 2020 (4 Months)
Duties and Responsibilities:
- Timely and effective customer service.
- Resolved issues
- Built trust and loyalty
- Leading to increased customer retention and positive feedback.
Customer Service Representative
Industry:
Travel / Tourism
Employment Period:
April 2018 to January 2019 (9 Months)
Duties and Responsibilities:
- Dedicated Travel Account Agent for Singapore Airlines.
- Provided exceptional customer service.
- Assisting booking patients with resolving any issues and ensuring a smooth travel experience.
ENGLISH TEACHER
Industry:
Education
Employment Period:
January 2023 to April 2023 (2 Months)
Duties and Responsibilities:
- Teaching (kids, young professionals, adults) in a clear terms
- Build proficiency,
- Introducing ways to help them overcome language barriers
Education History
Field of Study:
Education/Teaching/Training
Major:
English
Graduation Date:
March 21, 2018
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
- Airline Ticketing, Customer Service, Data Entry, Booking Assistance, Insurance Consulting,
INTERMEDIATE ★★
- Call HandlingContact VerificationConflict resolutionOnline TeachingInbound Calls
Work at Home Capabilities:
- Internet Bandwidth: Greater than 100mbps
- Working Environment: Private Room
- Speed Test Result: https://www.speedtest.net/result/15830371123
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: Acer
- Processor: 11th Generation i5 8 core 2.40GHz
- Operating System: Windows 11
All-inclusive Rate: USD $8.65/hr
Febbie
Candidate ID: 537219
ADVANCED
- B2C, Call QA, Social skills, Data Entry...
INTERMEDIATE
- Quality Assurance, Mobile Browser Application, Canva, Data Entry...
Median Rate
$8.65
$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
(inclusive of service fee)
*Plus GST for Australian Businesses
Full Time: $USD 8.65 per hour or $USD 1499.92 per month
Remote Staff Recruiter Comments
- 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.
Strongest Behaviors
FEBBIE JANE will most strongly express the following behaviors:
- Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new people.
- Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
- Operationally, as opposed to socially, focused. Thinks, in specific terms, about what needs to be done and how to do it accurately and flawlessly; follows, in a literal way, that execution plan.
- 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.
FEBBIE JANE is thoughtful, disciplined, and particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within their area of expertise. Works at a steady, even pace, leveraging their background for the betterment of the team, company, or customer.
With experience and/or training, they will develop a high level of specialized expertise. Serious and dedicated to the job and the company. Their work pace is steady and even-keeled, and they’re motivated by a real concern for getting work done thoroughly and correctly. Discipline and circumspect thinking will lend caution to their decision-making; FEBBIE JANE plans ahead, double checks, and follows up carefully on decisions and actions.
Employment History
QUALITY ANALYST
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
May 2022 to December 2023 (19 Months)
Duties and Responsibilities:
- Quality Assurance Agent for Wayfair Sales Representatives.
- Evaluating agents calls to assure quality.
- Connect with clients regarding the quality of the calls being evaluated.
DATA ENTRY LITIGATION
Industry:
Law / Legal
Employment Period:
September 2022 to December 2022 (2 Months)
Duties and Responsibilities:
- Track customer's records.
- Credit score restoration
- File cases and check their accounts.
APP MANAGMENT
Industry:
Entertainment / Media
Employment Period:
July 2021 to March 2022 (8 Months)
Duties and Responsibilities:
- Research and add live sports update on AATV streaming applications.
- Editing logos
- Schedule prospected customers.
CUSTOMER SERVICE REPRESENTATIVE
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
November 2018 to January 2020 (14 Months)
Duties and Responsibilities:
- Talent Acquisition
- Appointment Setter for medical and maintenance.
- Social Media Monitoring
- Email Handling -Quality Analyst's transcriber -Taking Council After hours calls.
- EPA air quality monitoring for Victoria.
CUSTOMER SERVICE REPRESENTATIVE
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
October 2017 to April 2018 (5 Months)
Duties and Responsibilities:
- Appointment Setter
Rostering Coordinator
Industry:
Healthcare / Medical
Employment Period:
September 2024 to May 2025 (8 Months)
Duties and Responsibilities:
- Roster Management:
- Develop, maintain, and optimize efficient rosters for support staff to meet client needs and service delivery requirements.
- Create and manage staff rosters, ensuring all shifts are covered and align with client demands.
- Monitor and adjust schedules to ensure optimal efficiency and respond to changes in staff availability or client needs.
- Coordinate daily schedules, managing shift changes, and ensuring compliance with relevant legislation, awards, and organizational policies.
- Maintain and update schedules, calendars, and agendas, ensuring accuracy and timely communication with all parties involved.
- Staff Coordination:
- Communicate with support staff to confirm availability, manage shift changes, and address any scheduling issues.
- Verify the availability of clients and support workers for planned meet and greet sessions.
- Collaborate with the HR and Operations teams to recruit, train, and onboard new staff members.
- Send out reminders of scheduled meetings, shifts, and roster changes to staff and clients.
- Reschedule or cancel shifts promptly, ensuring minimal disruption to service delivery.
- Client and Stakeholder Interaction:
- Engage with clients, support coordinators, and support workers to ensure clear communication and effective scheduling.
- Manage and confirm activities for the client’s stay, addressing any special requirements or adjustments needed.
- Answer scheduling queries via email and phone, providing prompt and accurate information. 10
- Reporting and Documentation:
- Maintain accurate records of staff availability, shifts, changes, and any related documentation.
- Provide regular reports and updates to management on rostering and staffing metrics, including project timelines and associated deadlines.
- Document scheduling processes, keeping detailed records for auditing and continuous improvement purposes. o Create reports or presentations for the AGM to use during meetings, ensuring all data is well-organized and presented effectively.
- Administrative Support: o Perform administrative tasks such as filing and managing paperwork related to rostering and scheduling. o Attend meetings alongside the Rostering Manager, providing support and taking notes as needed.
- Act as the assistant to the Assistant General Manager (AGM), answering queries in their absence and supporting their day-to-day tasks.
- Assist in the development and implementation of rostering systems and processes to improve efficiency and service delivery.
- Keep the management informed of project timelines and associated deadlines, ensuring alignment with business goals.
- General Duties:
- Manage the flow of people and operations, ensuring smooth coordination across departments.
- Monitor progress of schedules, making necessary adjustments to maintain efficiency and meet organizational targets.
- Perform other administrative tasks as required to support the overall functioning of the organization.
Technical Service Representative
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
October 2012 to January 2013 (3 Months)
Duties and Responsibilities:
- We handle sim card and phone activations. We also help top up their phone.
Technical Service Representative
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
November 2014 to June 2015 (7 Months)
Duties and Responsibilities:
- We diagnose and resolve customers' internet connection issues.
Education History
Field of Study:
Business Studies/Administration/Management
Major:
Human Resource Development
Graduation Date:
January 9, 2024
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
- B2C, Call QA, Social skills, Data Entry, Customer Service, Workforce Analysis, Client Relations, CRM,
INTERMEDIATE ★★
- Quality Assurance, Mobile Browser Application, Canva, Data Entry, Auditing, Appointment Setting, Email HandlingMicrosoft OfficeGoogle SheetsOffice 365RingCentral
Work at Home Capabilities:
- Internet Bandwidth: Between 5mbps to 100mbps
- Working Environment: Private Room
- Speed Test Result: https://www.speedtest.net/result/15699311937
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: DELL
- Processor: 11th Gen Intel(R) Core(TM) i5-1135G7 @ 2.40GHz 2.42 GHz
- Operating System: Windows 11
All-inclusive Rate: USD $9.14/hr
Ma.
Candidate ID: 529768
ADVANCED
- Administrative Skills, Executive Assistance, Graphic Design, Hootsuite...
INTERMEDIATE
- Business Management, Social Media Management, Paralegal, Outsourcing...
Median Rate
$9.14
$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
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 9.14 per hour or $USD 792.50 per month
Full Time: $USD 9.14 per hour or $USD 1585.00 per month
Remote Staff Recruiter Comments
- 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.
Strongest Behaviors
- Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new people.
- Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
- Operationally, as opposed to socially, focused. Thinks, in specific terms, about what needs to be done and how to do it accurately and flawlessly; follows, in a literal way, that execution plan.
- Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.
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.
Employment History
Admin Operations Assistant/Case Manager VA
Industry:
Law / Legal
Employment Period:
August 2021 to February 2022 (6 Months)
Duties and Responsibilities:
- Provided Admin/Executive/Workforce services such as productivity monitoring ofemployees, attendance, payroll, contracts, sending memos, providing/creating logincredentials for new hires, onboarded/offboarded staff, and fixed disputes and otherwork-related concerns.
- Sending/Booking calendar meetings and invites.
- Creating/Implementing company policies.
- Sending/presenting reports to the CEO.
- Assigned in recruitment to create graphics and posters for the current campaign.
- Sourced talents from LinkedIn, Indeed, and Online Jobs.
- Created talent descriptions and duties for our next hire/candidate.
- Provided bookkeeping services as well using Quickbooks and Panda Docs.
- Reporting to the VP every week for the employees and team performance.
- Managed and scheduled social media postings for FB, IG, and TikTok.
- Worked closely with the division managers of each department to discuss the agenda forthe week, the coming week, and the entire month. Discussing what things should beprioritized first to improve the company's performance and sales.
- Develop technical and business requirements and always strive to deliver intuitive anduser-centered solutions.
- Filed pleadings, and called court districts to confirm the case’s status and if the files fromus had been received successfully a week before the pleading day.
- Managed/Organized files in OneDrive and MyCase making sure that the tags for clientsare correct, if whose we currently working on, and the cases we closed.
- Created/Sent invoices to clients and follow-ups.
Executive Admin Assistant Content Creator VA
Industry:
Advertising / Marketing / Promotion / PR
Employment Period:
April 2021 to August 2021 (4 Months)
Duties and Responsibilities:
- Provided Admin/Executive assistant services such as calendar management, and taking down notes during the meetings.
- Managed the team and had meeting with them to know the status of the work their doing.
- Wrote contents for a niche, for example: airconditioner with a heater. In the content I wrote I make sure to put the pros and cons and reviews from the customer and what makes it better with the other brand, etc.,
- Product Research and product listings on Amazon.
Quality Assurance VA
Industry:
Construction / Building / Engineering
Employment Period:
May 2020 to April 2021 (11 Months)
Duties and Responsibilities:
- Assigned on filtering/sorting the recorded calls of the centers that worked for the companies we worked with.
- Made sure that the tags and notes written on the call logs are all correct. If in case it is not correct I need to call the center and make sure to follow up on the concern of the client who called especially after a hurricane has passed.
- Tracked clients' status and concerns on a spreadsheet, if it has been resolved, need urgency, or need to be resolved within the day or specific day.
- Managed the KPI monthly investment or reports for the Organic Page, PPC, and FB using Google Data Studio.
- Sent reports to the CEO and account managers.
Operations Customer Service Representative
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
January 2019 to April 2020 (15 Months)
Duties and Responsibilities:
- Explained and educated the breakdown of the client's finances and billings.
- Collected and follow up on payments of clients'. Documented conversations with clients. Offered new rate plans, devices, and mobile accessories to make sales.
- Provided troubleshooting and basic IT resolutions to clients that are having issues with their devices, plans, etc.,
Admin Executive Assistant/Accounting/Bookkeeping Assistant
Industry:
Property / Real Estate
Employment Period:
July 2023 to April 2024 (9 Months)
Duties and Responsibilities:
- Provided Admin and Accounting/Bookkeeping assistance to track income and expense.
- Created a new MS Excel major accounting sheet.
- Present accounting reports for my boss’ business and personal accounting.
- Reconciled reports using Xero. Reconciled reports using Xero.
- Add products to the Shopify store.
- Performed monthly rate analysis for properties.
- Sending/Booking calendar meetings and invites.
- Created operations manual for the processes.
- Done market comparison research.
- Helped on tracking current propery auctions.
Office Administrative Assistant
Industry:
Construction / Building / Engineering
Employment Period:
May 2024 to August 2024 (3 Months)
Duties and Responsibilities:
- Maintain and update records accurately and efficiently.
- General administration including inbox management and drafting correspondence
- Assist in compiling professional documents, presentations, reports, letters & documents.
- Process bills for payment (purchase orders, approvals, payment processing, remittances, new supplier setup).
- Contribute to bookkeeping tasks like account reconciliations, journal entries and monthly/weekly client updates.
- Perform payroll processing and timesheet entry accurately and on time.
OPERATIONS CUSTOMER SERVICE REPRESENTATIVE
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
January 2019 to November 2020 (22 Months)
Duties and Responsibilities:
OPERATIONS CUSTOMER SERVICE REPRESENTATIVE
Industry:
Employment Period:
January 2019 to November 2020 (22 Months)
Duties and Responsibilities:
VIRTUAL ASSISTANT/QUALITY ASSURANCE
Industry:
Advertising / Marketing / Promotion / PR
Employment Period:
May 2020 to April 2021 (10 Months)
Duties and Responsibilities:
- Managed social media KPI monthly reports, keyword reports, analytic and statistic reports.
- Coordinated and worked closely with account managers for the social media financial reports(total investments/spent) and inventory.
VIRTUAL ASSISTANT/QUALITY ASSURANCE
Industry:
Employment Period:
January 1970 to April 2021 (615 Months)
Duties and Responsibilities:
ADMINISTRATIVE ASSISTANT/CASE MANAGER
Industry:
Computer / Information Technology (Software)
Employment Period:
August 2021 to February 2022 (5 Months)
Duties and Responsibilities:
- Provided a range of administrative and executive support services, including employee productivity monitoring, attendance tracking, payroll management, and resolving work-related concerns.
- Handled recruitment, created talent descriptions, and sourced candidates from platforms like LinkedIn, Indeed, and Online Jobs.
- Managed calendars, scheduled meetings, and presented reports to the CEO and VP.
- Assisted with onboarding/offboarding, created company policies, and designed graphics for recruitment campaigns.
- Delivered bookkeeping services using QuickBooks and Panda Docs. Managed social media content for Facebook, Instagram, and TikTok.
- Organized files in OneDrive and MyCase, ensuring accurate tagging, and prepared invoices for clients.
- Regularly collaborated with department managers to prioritize tasks and drive company performance.
ADMINISTRATIVE ASSISTANT/CASE MANAGER
Industry:
Employment Period:
January 1970 to February 2022 (625 Months)
Duties and Responsibilities:
SALES ADVISOR 1
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
August 2022 to February 2023 (6 Months)
Duties and Responsibilities:
- Provided customer service to HP clients offering advice to purchase the products that are suitable to their needs and budget.
- Educated the features of the product to customers and addressed concerns and inquiries as well as resolving complaints.
SALES ADVISOR 1
Industry:
Employment Period:
January 1970 to Present
Duties and Responsibilities:
CUSTOMER SERVICE ASSOCIATE
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
January 2024 to June 2024 (5 Months)
Duties and Responsibilities:
- Provided support to Virgin Media Business clients by resolving issues related to their routers and WiFi connectivity.
- This involved performing IT procedures and basic coding to improve router functionality and enhance signal strength.
- Key responsibilities included troubleshooting and sending signals remotely to the client's router, scheduling engineer or technician visits for issues that couldn't be resolved remotely, and ensuring timely follow-ups to address client concerns effectively and data entry.
CUSTOMER SERVICE ASSOCIATE
Industry:
Employment Period:
January 2024 to June 2024 (5 Months)
Duties and Responsibilities:
ADMIN BOOKKEEPING ASSISTANT
Industry:
Property / Real Estate
Employment Period:
July 2023 to January 2025 (18 Months)
Duties and Responsibilities:
- Provided administrative and bookkeeping support, including tracking income and expenses, creating a comprehensive accounting sheet in MS Excel, and preparing reports for both business and personal accounting.
- Reconciled accounts using Xero, managed product listings on Shopify, and conducted monthly rate analysis for properties.
- Scheduled meetings, created an operations manual for business processes, performed market comparison research, and assisted in tracking property auctions.
ADMIN BOOKKEEPING ASSISTANT
Industry:
Employment Period:
July 2023 to January 2025 (18 Months)
Duties and Responsibilities:
ADMIN ASSISTANT/BOOKKEEPER/SOCIAL MEDIA MANAGER VA
Industry:
Construction / Building / Engineering
Employment Period:
April 2024 to July 2025 (15 Months)
Duties and Responsibilities:
- Provided administrative and executive support, created graphics, soc med strategies and content posting, SEO and hashtag research for profile visibility, handled bookkeeping, payroll, edited/drafted and managed project coordination.
- Used RingCentral to make phone calls, follow-ups, and callbacks to request estimates for projects based on the client's renovation needs.
- I gathered estimates and recorded them in a Google Sheet to track which company offered the best price. I also prepared proposals using JobTread.
- Used QuickBooks to create and send invoices to clients.
- Created content for social media, including before-and-after photos, videos, and work-in-progress updates.
ADMIN ASSISTANT/BOOKKEEPER/SOCIAL MEDIA MANAGER VA
Industry:
Employment Period:
April 2024 to July 2025 (15 Months)
Duties and Responsibilities:
Education History
Field of Study:
Marketing
Major:
Marketing
Graduation Date:
January 1, 2011
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
- Administrative Skills, Executive Assistance, Graphic Design, Hootsuite, Bookkeeping,
INTERMEDIATE ★★
- Business Management, Social Media Management, Paralegal, Outsourcing, Shopify, Graphic Design, Accounting, Bookkeeping, Virtual Assistant Skills, Executive Support, Appointment Setting, Lead Generation, B2B Marketing, B2C Marketing, Facebook Marketing, Online Marketing, Social Media Marketing, Telemarketing, Product Listing, Amazon Product Research, GraphicsLegal ConsultingCustomer ServiceAdministrative SupportSEO
Work at Home Capabilities:
- Internet Bandwidth: Greater than 100mbps
- Working Environment: Private Room
- Speed Test Result: N/A
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: MacBook Air
- Processor: 1.1 GHz Dual-Core Intel Core i3
- Operating System: MacOS X
All-inclusive Rate: USD $7.67/hr
Eiza
Candidate ID: 526326
ADVANCED
- Customer Support, Customer Service Management, Data Entry, Facebook Management...
INTERMEDIATE
- .NET 2.0...
Median Rate
$7.67
$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
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 7.67 per hour or $USD 664.88 per month
Full Time: $USD 7.67 per hour or $USD 1329.77 per month
Remote Staff Recruiter Comments
- 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.
Strongest Behaviors
- Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new people.
- Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
- Operationally, as opposed to socially, focused. Thinks, in specific terms, about what needs to be done and how to do it accurately and flawlessly; follows, in a literal way, that execution plan.
- 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.
Employment History
General Virtual Assistant
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
October 2020 to July 2022 (21 Months)
Duties and Responsibilities:
- Dealing with Customer Service, Bookkeeping, Building and Updating busy call center setting. Strong Database, Conduct Research, Creating Social Media Profiles, Managing dedication in helping customer to Social Media presence
Customer Service Representative
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
January 2011 to February 2018 (85 Months)
Duties and Responsibilities:
- Handle customer complaints and provide appropriate solutions and alternatives within the time limits.
- Keep records of customer interactions, process customer accounts and file documents
- Follow communication procedures, guidelines and policies.
- Take the extra mile to engage customers.
Appointment Setter
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
August 2009 to October 2010 (14 Months)
Duties and Responsibilities:
- Calling out if potential clients are interested in products and services, then scheduling a time for Sales Representatives to meet with each potential client.
Live Chat Agent
Industry:
Law / Legal
Employment Period:
October 2023 to November 2024 (13 Months)
Duties and Responsibilities:
- Respond promptly and professionally to customer inquiries via live chat.
- Provide accurate information about products, services, policies, and procedures.
- Handle multiple chats simultaneously while maintaining high quality and attention to detail.
- Guide users through technical issues such as website navigation, order placement, or account setup.
- Ensure unresolved issues are followed up and closed in a timely manner.
- Confirm customer satisfaction and offer additional help if needed.
- Follow company protocols for data privacy, security, and customer service standards.
Education History
Field of Study:
Computer Science/Information Technology
Major:
Information Management
Graduation Date:
January 2, 2005
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
- Customer Support, Customer Service Management, Data Entry, Facebook Management, Customer Handling, Microsoft Office, Avaya, Skype, Google Apps, Intercom,
INTERMEDIATE ★★
- .NET 2.0
Work at Home Capabilities:
- Internet Bandwidth: Greater than 100mbps
- Working Environment: Private Room
- Speed Test Result: https://www.speedtest.net/result/15326679174
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: Acer
- Processor: core i5 10th gen
- Operating System: Windows 10
All-inclusive Rate: USD $6.69/hr
Crist
Candidate ID: 524443
ADVANCED
- Inbound Sales, Outbound Sales, Sales, Coaching...
INTERMEDIATE
- B2B, Customer Service, Inbound Sales...
Median Rate
$6.69
$7.07
if $1 = PHP52
$8.07
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
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 6.69 per hour or $USD 579.81 per month
Full Time: $USD 6.69 per hour or $USD 1159.61 per month
Remote Staff Recruiter Comments
- Crist took Computer Science in college and has been working for 10+ years. He joined local companies like BPO and staffing. He handled different positions such as Inbound Sales and Billing Specialist, Sales Support, Customer Experience Senior Associate, Team Leader, and B2B Sales Executive. He started his freelancing career in 2022 and worked with US clients
- Throughout his career, he proficiently supported the following:
- Sales support
- B2B sales
- CRM management
- Customer service (phone, chat, and email)
- Coaching and Training
- Appointment setting
- Lead generation
- Billing
- Email management
- Data Entry
- During his BPO days, he was one of the Top Performers for Fiscal Year 2020-2021, Top Seller’s Club Performer in 2020, and has been the Team’s POC for almost a year. He was also awarded Spectrum Role Model of the Year.
- He is proficient in Avaya, Salesforce, HubSpot, DocuSign, Google Suite, Canva, Microsoft Office Apps, Shopify, Zendesk, Mailchimp, and Zoho.
- Crist is available to start immediately and is amenable to working the day shift for any part-time or full-time position.
Strongest Behaviors
- Accommodating; most comfortable working with others, often puts team/company goals before personal goals. Promotes teamwork by actively sharing authority.
- More interested in people, building relationships, and teamwork than technical matters. Generally affable, optimistic, and trusting.
- More focused on goals and the people needed to get there than the details or plans; comfortable delegating details.
Behavioral Summary
Crist Vermont is a warm, informal, outgoing, and congenial person who gets along comfortably with most people, meets new people easily and enjoys doing so, and works as well in group situations as well as one-on-one. A persistent, eager helper; has the kind of comfort with intangibles required to do work requiring an intuitive understanding of others’ viewpoints and feelings. This individual is able to reach and stimulate others while being aware of and sympathetically interested in their needs. Unselfish and derives satisfaction from doing things for other people and being liked and appreciated by them for doing so.
Patient and relaxed; is a particularly tolerant and understanding listener. People find this individual easy to talk to and feel no pressure or impatience from this rather easygoing, accepting person.
Employment History
Inbound Sales and Billing Specialist
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
June 2011 to January 2015 (43 Months)
Duties and Responsibilities:
- Handled Home bundle and mobile plans from Australian customers and provided solutions including sales.
- Communicating with customers, making outbound calls to potential customers, and following up on leads.
- Understanding customers' needs and identifying sales opportunities.
- Answering potential customers' questions and sending additional information per email.
- Keeping up with product and service information and updates.
- Creating and maintaining a database of current and potential customers.
- Explaining and demonstrating features of products and services.
- Staying informed about competing products and services.
- Upselling products and services.
- Researching and qualifying new leads.
- Closing sales and achieving sales targets.
Sales Staff Inbound Customer sales support
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
February 2015 to November 2015 (9 Months)
Duties and Responsibilities:
- Answered phone calls where customers are inquiring about the products and closing sales.
- Communicates and explains the value of the client brand and benefits of services to potential customers though establishing relationships and building strong rapport
- Uses effective selling and customer service techniques to identify customer needs and drive sales results
- Accurately presents service package/bundle options by using recommended bridging statements, follow department scripting, and meet minimum sales objectives on all calls
Customer Experience Senior Associate
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
August 2016 to October 2017 (13 Months)
Duties and Responsibilities:
- Email support Answered customers' complaints drivers, passengers, operators, TNVS POC via email support Cascaded all the necessary updates to the Customer Experience Team Voice support:
- Answered phone calls from passengers, drivers and, operators.
B2B Sales Executive
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
November 2017 to June 2018 (6 Months)
Duties and Responsibilities:
- Outbound calls to US business owners to sell VOIP and appointment setting for e- commerce Achievements/Recognitions: Awardee as part of the top 10 sellers for the campaign
- Identifying new business opportunities
- Generating leads
- Qualifying prospects
- Developing relationships with potential customers
- Negotiating and closing deals
- Maintaining ongoing account management
- Achieving sales targets
Sales Support
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
February 2019 to April 2022 (38 Months)
Duties and Responsibilities:
- Answers messages, and live chat inquiries from customers to support them with their billing, technical, and sales inquiries. In-Team Subject Matter Expert Engagement Team Member.
- Providing troubleshooting assistance for customer orders, account statuses and relevant problems
- Providing data and guides to help the sales team
- Developing and monitoring performance indicators
Team Leader
Industry:
Others
Employment Period:
May 2022 to January 2023 (8 Months)
Duties and Responsibilities:
- Coaching, Reporting, Meetings with Clients and Trainings of Virtual Assistant in my team to make sure that I am also calibrated with the product that the VA's are handling.
Education History
Field of Study:
Computer Science/Information Technology
Major:
Computer Science
Graduation Date:
January 1, 2000
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
- Inbound Sales, Outbound Sales, Sales, Coaching, Training,
INTERMEDIATE ★★
- B2BCustomer ServiceInbound Sales
Work at Home Capabilities:
- Internet Bandwidth: Between 5mbps to 100mbps
- Working Environment: Private Room
- Speed Test Result: https://www.speedtest.net/result/15264253782
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: HP
- Processor: AMD Ryzen 5
- Operating System: Windows 11
All-inclusive Rate: USD $8.16/hr
AL
Candidate ID: 519324
ADVANCED
- Hubspot CRM, Inbound Calls, Outbound Calling, Customer Relations...
INTERMEDIATE
- Call Handling...
Median Rate
$8.16
$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
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 6.69 per hour or $USD 579.81 per month
Full Time: $USD 8.16 per hour or $USD 1414.85 per month
Remote Staff Recruiter Comments
Al has over six years of valuable experience in the BPO, retail food outlets, vehicle dealers, and legal industries working with various companies. He has held various positions, including Executive Virtual Assistant, Purchasing Manager, Technical Support Representative, and Customer Service Representative, overseeing accounts related to the esignature platform, telco, and lending. His main focus was on serving clients based in the United States, UK, and Australia. When working in the BPO, Al has been recognized as a top performer for three consecutive quarters. He is adept at performing the following tasks:
- Troubleshooting technical issues
- Inbound and outbound calling (answering questions and providing resolution)
- Acting as a first point of contact, dealing with correspondence and phone calls
- Taking customer’s order
- Organizing meetings and appointments
- Handling billing concerns
- Managing scheduled pick-up for vehicles
- Evaluates vendor quotation
He is proficient in using tools such as GoHighLevel, Five9, RingCentral, Gmail, Google Calendar, and Microsoft Office.
- Al is available to start immediately and is amenable to working the night shift for any full-time or part-time position.
Predictive Index Behavioral Profile - Controller
Strongest Behaviors
- 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.
Behavioral Summary
Al Ryan is a self-disciplined, conscientious person who will develop a high degree of expertise and skill in a specialized job. Has the drive to get things done right and in accordance with established standards of accuracy and quality.
A conservative and analytical person who respects traditional organizational values. Reserved, serious, and thoughtful about everything to be done, is a no-nonsense worker who worries about getting things exactly right. Never superficial, will make sure that they know what they’re talking about before speaking. Needs a lot of certainty and structure in their work so that it meets very high, specific quality standards.
Employment History
Customer Service Representative
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
November 2017 to January 2019 (14 Months)
Duties and Responsibilities:
- Call Handling. Resolves product or service problems by accurately understanding the customer's issue.
- Discuss bill related concerns.
- Answer product and/or service questions or concerns.
- Troubleshoot technical issues using all available tools.
- Escalate to appropriate departments to expedite resolution of customer's issue.
- Provide exceptional customer service experience.
Customer Service Representative
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
March 2019 to February 2020 (11 Months)
Duties and Responsibilities:
- Call Handling. Resolves product or service problems by accurately understanding the customer’s issue.
- Discuss bill related concerns.
- Answer product and/or service questions or concerns.
- Troubleshoot technical issues using all available tools.
- Escalate to appropriate departments to expedite resolution of customer’s issue.
- Provide exceptional customer service experience.
Customer Service Representative
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
March 2020 to July 2021 (16 Months)
Duties and Responsibilities:
- Outbound Call Handling.
- Calling customers who did not receive matches from lenders and offering Credit Repair.
- Answer product and questions or concerns.
- Provide exceptional customer service experience.
Freelance Purchasing Manager (Sales)
Industry:
Automobile / Automotive Ancillary / Vehicle
Employment Period:
December 2022 to June 2023 (6 Months)
Duties and Responsibilities:
- Negotiating offers with the sellers.
- Taking email, chat, text and call.
- Managing scheduled Pick Up on the vehicle that they agreed on the amount that we offered them..
- Develops a system to evaluate vendor quotation that uses appropriate negotiation and purchasing techniques to ensure quality, price, delivery and service.
Freelance CSR
Industry:
Employment Period:
May 2022 to December 2022 (6 Months)
Duties and Responsibilities:
- Taking Customers Order
- Managing diaries and organizing meetings and appointments, often controlling access to the manager/executive.
- Reminding the manager/executive of important task and deadlines.
- Answer product and questions or concerns.
- Provide exceptional customer service experience.
Executive Assistant | Personal Assistant
Industry:
Law / Legal
Employment Period:
November 2021 to May 2022 (6 Months)
Duties and Responsibilities:
- Acting as a first point of contact, dealing with correspondence and phone calls.
- Managing diaries and organizing meetings and appointments, often controlling access to the manager/executive.
- Reminding the manager/executive of important task and deadlines.
- Attending to all of the Executives meeting and listing/notating all important information about the topic/s.
Education History
Field of Study:
Psychology
Major:
Psychology
Graduation Date:
January 1, 2014
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
- Hubspot CRM, Inbound Calls, Outbound Calling, Customer Relations, Customer Handling, Customer Experience, Upselling, Cold Calling, RingCentral, Five9, Email Handling, Calendar Management, Google Calendar, Purchasing Management, Technical Support, DocuSign, Appointment Setting, Troubleshooting, Software Troubleshooting, Executive Support, Executive Assistance, Chat Support, Email Support, Phone Support,
INTERMEDIATE ★★
- Call Handling
Work at Home Capabilities:
- Internet Bandwidth: Between 5mbps to 100mbps
- Working Environment: Private Room
- Speed Test Result: Download: 362.80, Upload: 194.13
- Internet Type: Broadband
- Hardware Type: Laptop
- Brand Name: Huawei
- Processor: Intel Core i5
- Operating System: Windows 11
All-inclusive Rate: USD $7.67/hr
Christian
Candidate ID: 489647
ADVANCED
- Zendesk, Asana, Microsoft Office, CRM...
INTERMEDIATE
- Administrative Support...
Median Rate
$7.67
$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
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 7.67 per hour or $USD 664.88 per month
Full Time: $USD 7.67 per hour or $USD 1329.77 per month
Remote Staff Recruiter Comments
- Geric has 8 years of comprehensive experience in customer service and sales within industries such as real estate, telecommunications, finance, e-commerce, and technology.
- His recent roles include Inside Sales Agent for a real estate services company, where he successfully generated leads, maintained client databases, and invited prospects to events.
- Additionally, he worked as a Sales Development Representative in the skincare industry, handling both inbound and outbound calls while nurturing client relationships and updating CRM systems.
- Career Highlights
- Awarded "Top Agent" globally at a telecommunications company within his first year, demonstrating exceptional performance in a competitive environment.
- Promoted to Subject Matter Expert at a business process outsourcing firm, reflecting his leadership skills and in-depth product knowledge.
- Received a site-wide Top Performer award at a financial institution, highlighting his ability to consistently exceed sales and customer satisfaction targets.
Strongest Behaviors
Unassuming, unselfish and has a genuine interest in other people and a strong, intuitive understanding of them. Outgoing and friendly, they enjoy working with others and is lively, warm company.
A pleasant and extraverted person, Geric is an effective communicator, able to stimulate and motivate others while being aware of and responsive to their needs and concerns. Their congenial personality and friendly, interested attitude make them readily approachable. Geric gets along easily with a wide variety of people.
Employment History
Inside Sales
Industry:
Property / Real Estate
Employment Period:
February 2022 to July 2022 (5 Months)
Duties and Responsibilities:
• Setting appointments with homeowners who want help selling their property.
• Maintaining positive business relationships to ensure future sellers
Inside Sales Agent
Industry:
Advertising / Marketing / Promotion / PR
Employment Period:
September 2022 to January 2023 (4 Months)
Duties and Responsibilities:
• Creating and maintaining a database of current and potential customers in designated CRM.
• Keeping up with product and service information and updates and staying informed about competing products and competitors
Ordering Support
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
March 2021 to September 2021 (6 Months)
Duties and Responsibilities:
- Assisting customers with order status, delivery status, or any other pertinent information regarding their order
- Process payments
- Demonstrate a strong customer service orientation and takes responsibility to ensure customers are satisfied
Customer Service Representative/SME
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
January 2019 to October 2019 (9 Months)
Duties and Responsibilities:
- Handled customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure the resolution
- Provide accurate, valid, and complete information by using the right methods/tools
- Meet personal/customer service team sales targets
Finance Collection Specialist
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
April 2017 to December 2018 (20 Months)
Duties and Responsibilities:
- Overcome objections that customers have about making payments toward their account and help them to understand their account(s) and responsibilities
- Assisting customers with payment and payment arrangements
- Serves as entry point for the identification, routing and documentation of all pertinent collection support processes (i.e. modifications, bankruptcy etc
Customer Sales Representative
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
April 2016 to April 2016 (0 Months)
Duties and Responsibilities:
- Achieve sales goals by assessing current client needs and following a defined selling process with potential buyers,b often utilizing product demos and presentations
- Handled customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure the resolution
- Help customers process their payments
Customer Service Representative
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
February 2020 to March 2021 (13 Months)
Duties and Responsibilities:
- Resolves customer complaints by investigating problems, and developing solutions.
- Handled a large volume of inbound calls.
- Demonstrate a strong customer service orientation and takes responsibility to ensure customers are satisfied
Inside Sales Agent
Industry:
Property / Real Estate
Employment Period:
March 2023 to October 2023 (7 Months)
Duties and Responsibilities:
- Make outbound calls to Real Estate Agents and Invite them to attend a Real Estate Event.
- Calling potential buyers who recently applied for a loan and transfer them to the lender.
- Updating the database of potential clients and uploading to CRM.
Sales Development Representative
Industry:
Healthcare / Medical
Employment Period:
December 2023 to December 2024 (12 Months)
Duties and Responsibilities:
Education History
Field of Study:
Computer Science/Information Technology
Major:
Computer Technology
Graduation Date:
January 1, 2023
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
- Zendesk, Asana, Microsoft Office, CRM,
INTERMEDIATE ★★
- Administrative Support
Work at Home Capabilities:
- Internet Bandwidth: Between 5mbps to 100mbps
- Working Environment: Private Room
- Speed Test Result: N/A
- Internet Type: Fiber
- Hardware Type: Desktop
- Brand Name: HP
- Processor: Intel(R) Core (TM) i5-9500T CPU @ 2.20 GHz 2.21 GHz
- Operating System: Windows 10
All-inclusive Rate: USD $8.95/hr
Regine
Candidate ID: 481167
ADVANCED
- Administrative Support, Email Support, Call Handling, Cold Calling...
INTERMEDIATE
- Invoicing, Payroll Processing...
Median Rate
$8.95
$9.63
if $1 = PHP52
$11.39
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
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 8.95 per hour or $USD 775.48 per month
Full Time: $USD 8.95 per hour or $USD 1550.97 per month
Remote Staff Recruiter Comments
- She has been working for 8 years as a General Virtual Assistant for eCommerce, Real Estate, and IT companies mostly from Australia, United States, and Canada
- She is a graduate of Computer Engineering
- She has been responsible for numerous administrative tasks which includes
- Customer Correspondence
- Email and Phone Support
- Database Management
- eCommerce Management
- Invoicing
- Creating Quotation
- Inventory Management
- Purchasing
- Graphic Designing using Photoshop and Canva
- Product Listing and Product Research
- Appointment Setting and Client Reservations
- Data Entry
- When she worked as an eCommerce Virtual Assistant, she mainly source or manage products in the Fashion Wear
- She has also experience with HTML
- She is a confident user of the following tools/platform
- Salesforce
- HubSpot
- Zendesk
- Active Campaign
- Slack
- QuickBooks
- Canva
- Amazon
- eBay
- Shopify
- Google Workspace
- Inkscape
- MS Application (Excel, Document and Presentation)
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.
- This is a flexible individual who portrays a similar amount of each drive. At times, this person may express certain motivational needs, and at other times those needs may be different.
- Regine Marie is likely equipped with a diverse behavioral range that provides adaptation from one situation to the next. They may desire to take the lead on a project but are also comfortable accommodating the desires of others and allowing others to assume control – provided the task gets executed correctly.
Employment History
Email Support Associate (Lazada Malaysia)
Industry:
Retail / Merchandise
Employment Period:
August 2014 to July 2015 (11 Months)
Duties and Responsibilities:
- Provided customer support thru Email and live chats
- Responds to queries about the product
- Help customers with their complaints Place orders for customers Process returns
System Engineer
Industry:
Consulting (IT / Science / Engineering & Technical)
Employment Period:
August 2015 to October 2015 (2 Months)
Duties and Responsibilities:
- Provides technical support to different clients
- Installing, configuring, and maintaining devices
- Application software
- System Management
- Assessing systems determining problems and providing solutions
General Virtual Assistant/Freelancer
Industry:
Others
Employment Period:
October 2015 to February 2023 (88 Months)
Duties and Responsibilities:
- Specialized in E-Commerce (Amazon, eBay, and Shopify)
- Basic tasks of an Executive Assistant Administrative Tasks
- Customer Service Support
- Provide basic and advanced support to client
General Virtual Assistant
Industry:
Education
Employment Period:
February 2023 to October 2023 (8 Months)
Duties and Responsibilities:
- Handle product orders, creating contract for orders, invoicing, software products (mathematics)
- Updating or creating training or tutorial videos by screen grabbing and placing instruction content for the robot recording.
- Writing scripts for internal and external user support
- Create supporting articles and build their knowledge base
- Adding contents in their program math questions (using a little HTML / asciimath / markdown understanding
- Handle customer service and email support
- Answering few incoming calls and phone calls regarding payment updates from clients
- CRM (SuiteCRM) Management
- Documenting of the processes to be used for future training purposes
- Manipulating images in a tool like inkscape,
- Writing end-user help for our bespoke software systems
- Creating content inside our bespoke software systems
Education History
Field of Study:
Engineering (Computer/Telecommunication)
Major:
Computer Engineering
Graduation Date:
October 1, 2015
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
- Administrative Support, Email Support, Call Handling, Cold Calling, Client Relations, Client Servicing,
INTERMEDIATE ★★
- InvoicingPayroll Processing
Work at Home Capabilities:
- Internet Bandwidth: Between 5mbps to 100mbps
- Working Environment: Private Room
- Speed Test Result: 95.24 mpbs download; 100.79 mbps upload
- Internet Type: DSL
- Hardware Type: Laptop
- Brand Name: Lenovo
- Processor: Intel Core i5
- Operating System: Windows 10
All-inclusive Rate: USD $9.64/hr
Raymon
Candidate ID: 477867
ADVANCED
- Lead Generation...
INTERMEDIATE
- Lead Generation, Data Entry...
Median Rate
$9.64
$10.40
if $1 = PHP52
$12.40
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
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 8.65 per hour or $USD 749.96 per month
Full Time: $USD 9.64 per hour or $USD 1670.08 per month
Remote Staff Recruiter Comments
- Raymon has been working for 8 years now. He has gained confidence in supporting the following:
- email marketing
- outbound calling
- appointment setting
- sales development
- lead generation
- team management
- customer support
- Presently, he is doing a B2B campaign where he directly reaches out to CEO or decision-makers in various companies in the US such as in the IT and real estate industries.
- In doing lead generation, he has been keen with all the information uploaded in the CRM. He ensures that details in the database are accurate and updated.
- He is able to generate 100 leads per day.
- He is proficient in using Hubspot, LinkedIn Sales Navigator, Salesforce, Apollo.io, Zoominfo, Microsoft Office and Google Workspace.
- He can start immediately.
https://www.predictiveindex.com/reference-profile/persuader/
Strongest Behaviors
- Connecting very quickly to others, strongly motivated to build and leverage relationships to get work done. Openly and easily shares information.
- Proactivity, assertiveness, and sense of urgency in driving to reach personal goals. Openly challenges the world.
- Independent in putting forth their own ideas, which are often innovative and, if implemented, cause change. Resourcefully works through or around anything blocking completion of what they want to accomplish
Behavioral Summary
Raymon is an engaging, stimulating communicator, poised and capable of projecting enthusiasm and warmth, and of motivating other people.
Has a strong sense of urgency, initiative and competitive drive to get things done, with emphasis on working with and through people in the process. Understands people well and uses that understanding effectively in influencing and persuading others to act.
Employment History
Virtual Assistant/Lead Generation Specialist/Real Estate Global Recruiter
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
April 2021 to January 2023 (21 Months)
Duties and Responsibilities:
- Assist clients on scheduling appointments
- Helps generate leads for email marketing campaigns
- Handles lead data enrichment
- Prepare email and marketing automation
- Cold calling potential leads
Freelance Real Estate Salesperson
Industry:
Property / Real Estate
Employment Period:
May 2020 to April 2021 (11 Months)
Duties and Responsibilities:
- Deliver sales target
- Reach out to clients through different marketing means
Sales Manager
Industry:
Property / Real Estate
Employment Period:
July 2019 to December 2019 (5 Months)
Duties and Responsibilities:
- Designs and implements strategic sales plan that expands company's customer base and ensure its strong presence.
- Manages recruitment, objective setting, coaching and performance monitoring of property specialists.
- Presents sales, revenue and expenses reports and realistic forecasts to the management team
Business Manager
Industry:
Property / Real Estate
Employment Period:
February 2020 to May 2020 (3 Months)
Duties and Responsibilities:
- Designs and implements strategic sales plan that expands company's customer base and ensure its strong presence.
- Manages recruitment, objective setting, coaching and performance monitoring of property specialists.
- Presents sales, revenue and expenses reports and realistic forecasts to the management team
Content Writer/Researcher/Event Coordinator
Industry:
Non-Profit Organisation / Social Services / NGO
Employment Period:
March 2017 to July 2019 (28 Months)
Duties and Responsibilities:
- Creates contents for social media presence specifically press releases, infographics and posters.
- Creates print contents specifically for newsletters and magazines.
- Promotes government programs and projects through the use of multimedia
- Gathers resources and data for digital media and print media.
- Checks the authenticity and reliability of information that will be used in any digital or print releases.
- Acts as a representative for the City Government for private-government partnership events
Resolution Specialist/Healthcare Advisor
Industry:
Healthcare / Medical
Employment Period:
July 2015 to August 2016 (13 Months)
Duties and Responsibilities:
- Handles customer concerns and queries
- Validates reimbursement claims of customers
- Assists customers on claims process
- Handles customer concerns and queries
- Promotes awareness of the importance of healthcare
Segment Producer/Writer/Researcher
Industry:
Entertainment / Media
Employment Period:
October 2011 to October 2013 (24 Months)
Duties and Responsibilities:
- Handles the planning and creation of new materials for segment episodes.
- Responsible in dealing with client’s requests and handles client meetings.
- Responsible in preparing budget request and equipment request
- Reports directly to Department Head regarding project expenses and project outcomes.
- Responsible in handling team concerns. Writer/Researcher
- Creates contents for television program segments
- Gathers resources and data for program segments
Education History
Field of Study:
Major:
Graduation Date:
March 1, 2006
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Major:
Graduation Date:
March 1, 2011
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Major:
Graduation Date:
March 1, 2015
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Law
Major:
Law
Graduation Date:
March 1, 2015
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
- Lead Generation
INTERMEDIATE ★★
- Lead GenerationData Entry
Work at Home Capabilities:
- Internet Bandwidth: Between 5mbps to 100mbps
- Working Environment: Private Room
- Speed Test Result: Download: 24.86, Upload: 67.48
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: Lenovo
- Processor: AMD Ryzen 5 3500U
- Operating System: Windows 11
*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.
Finance
Australia’s financial sector is heavily regulated by the Australian Securities and Investments Commission (ASIC). They require financial advisors and consultants to keep clients well-informed about the details and the agenda of each meeting.
This is where appointment setters come in. With their experience and expertise, they coordinate appointments based on their advisors’ availability and client preferences.
By offering prompt service, appointment setters enhance the client experience, and by extension, the advisor in question’s reputation.
Real Estate
Many real estate companies also rely on appointment setters to coordinate property viewings and client meetings.
They liaise between agents and clients, scheduling appointments and facilitating communication to accommodate both parties’ schedules. They also offer clients a range of available viewing times and send reminders to minimise no-shows.
By sending detailed confirmations and reminders, appointment setters help real estate companies give positive client experiences. This, in turn, can expedite property and purchase processes.
Legal
Lawyers and legal professionals need appointment setters to manage client meetings, court appearances, and other legal proceedings.
Appointment setters coordinate complex schedules between attorneys, clients, witnesses, and court officials. For instance, they inform all parties about the time, location, and purpose of important meetings or court appearances.
With effective appointment setting, law firms can provide timely and effective legal services within the AU legal system.
Travel and Hospitality
Meanwhile, travel agencies and hotels rely heavily on appointment setters to manage customer interactions and operational logistics.
A professional appointment setter, for instance, schedules consultations with clients regarding travel plans and itineraries. They can also help hotels manage reservations during peak seasons to maximise occupancy rates.
In both instances, proper appointment setting is necessary for businesses to remain competitive in the travel and hospitality industries.
Beauty and Wellness
Lastly, aesthetic clinics and wellness centers rely heavily on efficient appointment setting to coordinate client visits.
They let customers know about available appointment times for haircuts, massages, or facials. Appointment setters also send out reminders to reduce the chances of customers missing appointments, which is crucial especially during peak season.
Aside from scheduling, appointment setters also maintain accurate records of client appointments, preferences, and treatment histories. This improves customer satisfaction and, in turn, boosts overall business profitability in a highly competitive industry.
Tools and Techniques for Effective Appointment Setting
Appointment setters use several tools to streamline the scheduling process. They also rely on certain techniques to reduce no-shows.
Let’s take a look at some of them:
CRM Systems
These are vital tools that provide a centralised platform for managing client information and improving appointment setting.
For example, CRM software like HubSpot gathers client data including contact details, preferences, and interaction history. This helps businesses help users personalise messages for potential clients.
Additionally, CRM systems can send automated reminders via email or SMS. With the right software, an appointment setter can sync calendar apps to provide real-time availability updates.
Scheduling Tools
Online calendars and other platforms such as Monday.com, Trello, and SmartTask help are crucial for effective appointment setting.
These tools show real-time availability, letting clients view open time slots and book appointments easily. This reduces the back-and-forth processes that come with manual scheduling.
Many scheduling tools also offer analytics and reporting features, enabling businesses to track client preferences, appointment trends, and no-show rates.
Script Development
A good script is crucial for effective appointment setting. During initial client outreach, well-crafted scripts help appointment setters address potential client concerns directly- and get them to commit more successfully.
An effective script typically includes the following:
- Brief introduction;
- Purpose of the call;
- Value proposition; and
- Call to action.
Many appointment setters also prepare answers to common objections or questions to help secure an appointment. They update and refine these scripts based on feedback and outcomes to further improve the appointment-setting process.
Follow-Up Strategies
However, appointment setters accept rejection as part of the process. Sometimes, prospects simply aren’t ready to commit or purchase. So, good appointment setters have strategies for following up without being intrusive.
For instance, there’s always a quick follow-up after the initial contact. If the client doesn’t respond, they send another message every few days to a week, with one personalised to address the client’s concerns or objections.
More importantly, they follow Australian business etiquette, remaining courteous throughout.
By consistently following up, appointment setters can increase conversion rates and retain strong client connections.
Data Management
Lastly, professional appointment setters keep accurate records of client interactions and appointments. They use CRM platforms to centralise client data, improving client relationship management.
By maintaining accurate data management, they can personalise interactions based on past engagements to enhance client experience and increase appointment bookings.
Challenges and Solutions in Appointment Setting
Getting clients to make and commit to appointments can be tough. Here are some common challenges and how hiring the right professionals can help you overcome them:
High Rejection Rates
Appointment setting is challenging due to high rejection rates from potential clients. Many customers may decline due to lack of interest or just plain old bad timing.
So, how can a professional appointment setter help? Here are a just a few ways they can lower your rejection rates:
- Refine and personalise scripts to make the benefits of your product or service more appealing;
- Use data analytics from CRM systems to provide insights into client preferences; and
- Offer flexible scheduling options.
Done right, well-trained and highly-experienced appointment setters use these strategies to lower rejection rates, boost appointment success, and improve client acquisition and retention.
No-Shows
Appointment setters also have to deal with no-shows. Left unchecked, these can disrupt schedules, waste resources, and affect client satisfaction.
Trained professionals can significantly reduce no-shows by:
- Implementing automated appointment reminders via email or SMS;
- Sending messages after booking to solidify commitment;
- Offering scheduling flexibility; and
- Establishing clear cancellation policies.
These strategies help businesses streamline their appointment setting for higher client satisfaction and attendance rates.
Coordination Issues
Managing multiple schedules and handling last-minute changes can be stressful.
For example, managing appointments in the healthcare industry is challenging due to their high volume. To address this, appointment setters typically:
- Use CRM systems with integrated calendar functionalities for real-time updates;
- Confirm appointments and provide clear instructions to mitigate misunderstandings;
- Ensure all parties are informed and prepared; and
- Establish contingency plans or backup resources for unexpected cancellations.
These solutions improve the client experience and enhance coordination efforts. Furthermore, the following strategies are also helpful:
Training and Development
Appointment setters are your company’s frontline representatives, so you should train them to behave in a way to engage your target audience better.
For instance, role-playing exercises provide practical experience to help them refine their approaches in different scenarios. It’s also helpful to have additional training for advanced scheduling tools and CRM systems.
Technology Integration
New technologies can disrupt workflows if you don’t break them in properly, so you need to prepare your staff accordingly.
When implementing new software, it’s best to provide adequate training for your appointment setter/s beforehand. This allows them to familiarise themselves with the tool and understand its functionalities.
Proactively involving them in the transition process gives them a sense of ownership and equips them with readiness to embrace changes.
Feedback Mechanism
Implementing effective feedback mechanisms can significantly improve the appointment-setting process. It allows you to gather insights from both clients and internal stakeholders.
To do this, collect feedback from clients through surveys, post-appointment follow-ups, or direct conversations. Moreover, solicit feedback from your own staff to identify any training gaps and opportunities for streamlining workflows.
This proactive approach helps foster a culture of continuous improvement, allowing your business to adapt to evolving client and industry demands.
Conclusion
Appointment setting can be challenging on your own, but you can get better results with far less stress if you delegate it to professionals.
The right ones can provide various appointment-setting benefits like lead generation, customised solutions, and enhanced customer engagement. This frees you up to focus on your core functions and grow your business faster.
Maintain a growing customer pipeline and build a more stable business by delegating appointment setting to a professional today!
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Syrine is studying law while working as a content writer. When she’s not writing or studying, she engages in tutoring, events planning, and social media browsing. In 2021, she published her book, Stellar Thoughts.
