How AU SME’s Can Benefit From Outsourcing To the Philippines (And How to Get Started)

• Michael is working for more than 10 years in different companies in BPO, and IT industries. He handled different positions such as Technical Support, Computer Operator, Operations Admin, Desktop Support, Senior Customer Service Representative, Reporting Analyst, Sales Specialist and Virtual Assistant. He has bachelor Degree in Information Technology. He worked with US client and supported the following task:
  • Technical support
  • Customer service
  • Inbound and outbound calls
  • Email support
  • Microsoft installation
  • Troubleshoot
  • Admin
• He is proficient in Windows XP Professional, Windows Vista, MS Office, and Sales force.
• Michael is available to start immediately and he is amenable to working the day shift for any part-time or fulltime position.

• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.

• 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

• Role Fit Summary
• Jerald has over 9 years of total professional experience, including 5+ years in executive administrative support and virtual assistance and earlier experience in customer service and back-office operations.
• His background includes supporting international clients across the USA, Australia, EMEA, and APAC regions, primarily within real estate, recruitment, paralegal, sales/marketing, and healthcare industries.
• Demonstrates familiarity with executive support responsibilities, CRM management, client coordination, and project administration.
• Relevant Experience
• Worked as a Paralegal Admin Assistant for an Australian conveyancing firm, where he reviewed contracts, handled client documentation, coordinated with stakeholders, and assisted with settlement preparation.
• Previously served as Social Media Manager and Paralegal Support for another conveyancing organization, assisting with document gathering, client file management, and scheduling lawyer consultations.
• Experience as a Logistics Lead Administrator, coordinating venues, preparing quotations, and supporting operational logistics for events and organizational initiatives.
• Also worked as an HR Admin Assistant and Recruitment Support, handling candidate sourcing, pre-screening, and HR coordination for recruitment processes.
• Administrative / Executive Support Skills
• Experienced in calendar management, meeting coordination, and meeting documentation, ensuring that key information and action items are captured and communicated to relevant stakeholders.
• Supports executives and business leaders with email management, operational coordination, and client communication.
• Has exposure to proposal preparation, contract documentation, and presentation decks, including preparing quotations and proposals for client engagements and partnerships.
• CRM, Systems & Tools
• Familiar with several CRM and business systems including Salesforce, Zendesk, HubSpot, and PipeDrive, along with custom CRM platforms used by specific clients.
• Experienced with project management tools such as Trello, ClickUp, and Monday.com for task management and collaboration.
• Additional systems exposure includes Xero and QuickBooks for invoicing, and real estate platforms such as PropertyMe and PropertyTree.
• Familiar with productivity tools including Google Workspace, Outlook, Slack, Zoom, and Calendly.
• Communication
• Demonstrates strong English communication skills and experience working with international stakeholders and distributed teams.
• Comfortable handling client communication, coordination across departments, and follow-ups with external partners and clients.
• Work Style & Strengths
• Organized and process-oriented, with experience supporting structured workflows such as legal documentation, settlement preparation, and recruitment pipelines.
• Adaptable and comfortable working in remote and fast-paced environments where coordination across teams and time zones is required.
• Demonstrates initiative in supporting executives, operations teams, and client-facing processes simultaneously.

Jerald is a highly experienced and detail-oriented Paralegal Administrator with extensive background supporting Australian conveyancing teams. With over five years of remote paralegal and administrative experience including hands-on work with Ownit Conveyancing QLD, Colwell Conveyancing Group, and ThinkConveyancing NSW Jerald is well-prepared to excel in a contract and CRM-focused role.

He has proven capability in CRM management, including experience with platforms like LEAP, ActionSteps, Salesforce, and Clio, where he regularly updated client contact data, tracked milestones, and managed contract documentation from EOI through settlement. His responsibilities have included preparing and issuing contracts via tools like DocuSign and DocHub, managing deposit tracking, sending executed contracts to all parties, and coordinating inspections and valuations.

Jerald is also adept at preparing settlement figures, statements of adjustment, and maintaining organized filing systems for all documents, receipts, and correspondence. His experience in chasing key dates, deposits, and outstanding documents through professional phone and email communication demonstrates his proactive and detail-focused approach. He has also worked closely with solicitors, clients, and agents making him comfortable in cross-functional and client-facing interactions.

In addition to his technical qualifications, Jerald brings strong customer service experience from his prior BPO roles in healthcare and financial accounts, which further strengthens his responsiveness, problem-solving, and communication skills.

With his in-depth knowledge of Australian conveyancing practices, excellent CRM and documentation skills, and proven ability to work independently in remote roles, Jerald Roxas is a strong fit for supporting contract execution, milestone monitoring, and stakeholder coordination in a fast-paced legal or real estate environment.

Jerald has a solid background in administrative support, recruitment, and project management within various industries, including real estate and legal services. His comprehensive experience makes him a strong candidate for roles in these areas.

• Administrative Support
• Recruitment
• Project Management
• Paralegal Duties

• Real Estate
• Legal Services
• BPO / IT-Enabled Services

Jerald has extensive experience in administrative and support roles. Most recently, he worked as a Recruitment Specialist, presenting employment opportunities, sourcing candidates, and conducting initial interviews. Prior to this, he served as a Project Manager and HR Specialist, helping with business development, social media marketing, and daily interviews across various industries. He also worked in the legal sector, assisting Australian lawyers with administrative tasks for property settlements, responding to client inquiries, and preparing legal documents. Additionally, Jerald has experience as a Digital Admin, handling booking, scheduling, data entry, lead searching, and email marketing. His strong organizational skills and attention to detail make him an asset in administrative and support roles.

Skills:

• Recruiter Customer Service (Advanced)
• Recruiting (Advanced)
• Real Estate (Advanced)
• Paralegal (Advanced)
• Administration (Advanced)
• IT Technical Support (Intermediate)
• B2B Marketing (Intermediate)
• Image Editing (Intermediate)

Software Proficiency:

• Microsoft Office Suite (Excel, Word, PowerPoint)
• ActionSteps
• LEAP
• PipeDrive
• Zendesk
• Canva

Jerald is currently available to start working immediately and is comfortable with both remote and on-site work setups. He has demonstrated strong technical and interpersonal skills, making him a valuable asset for administrative, recruitment, and project management roles. His experience in real estate, legal services, and business development showcases his ability to handle diverse tasks and ensure efficient operations. Jerald’s comprehensive background, attention to detail, and proactive approach to administrative support position him as a highly competent candidate for these roles.

• Jacquiline has been working for more than 10 years in different local companies in BPO, Marketing, and Electronics industries. She handled different positions such as General Virtual Assistant, Training Supervisor, and Customer Support. She started her freelancing career in 2023 and worked with US clients. She supported the following task:
  • Email management 
  • Calendar management
  • Bookkeeping
  • Data processing and Creation
  • Data entry
  • Training 
  • Customer service
  • Admin support
• She is proficient in Microsoft 365, Slack, Quickbooks, Salesforce, Canva, Monday.Com, Tableau, Alphine IQ, and Microsoft tools. 
• Jacquiline is available to start immediately and she is amenable to working the day shift for any part-time or fulltime position.

• 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.
• Works at a faster-than-average pace, producing results in general accordance with schedules and “the book.”

• Mj has over 10 years of experience in sales and customer service. She took Mass Communication in college and joined the BPO under telecom and financial campaigns. In 2020, she shifted to remote work and landed a job in a clothing and cosmetics US business.
• She is proficient in performing the following:
  • Customer support (phone, email, and chat)
  • Order fulfillment
  • Influencer outreach
  • Lead generation
  • Conflict resolution
  • Data reporting and presentation
  • Social media management
  • Inventory management
  • Sales
• She is adept with social media platforms (IG, FB, TikTok), Google Spreadsheets, Microsoft Office Apps (Excel, PowerPoint, Word), Salesforce, Zendesk, Gorgias, Shopify, Trello, ClickUp, Asana, Slack, and Canva while a beginner in Amazon Seller Central and eBay.
• She can start immediately.
• She prefers working the graveyard shift but can consider the day shift too, whether part-time or full-time.

• A relatively private individual, it takes Marfel Jean some extra time to connect to and trust new people. Serious and reserved.
• With an ability to concentrate on the task at hand, is generally more focused on the technical matters than the social ones. Consistent and thoughtful.
• Works at a relatively steady pace; best working with familiar processes, environments, and co-workers. Not inclined to change.

Marfel Jean 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.

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. Listens non-judgmentally, and can understand many different sides of an issue. Their unselfish and uncritical interest in others is helpful in developing and maintaining personal relationships. Marfel Jean “wears well” in repeated contacts, thinks of others first, and will often put their needs and interests before their own. Driven to help others, including company management, colleagues, direct reports, or customers.

• Jecko has been working for more than 10 years mostly within BPO/Call Centers and was able to handle accounts mostly for the Travel industry. His expertise and skills include:
  • Customer Support (Phone, Email/Chats)
  • Quality Assurance
  • Team Management
• Handling travel accounts, he's accustomed to:
  • Managing travel arrangements
  • Handling disputes, airline debit memos
  • Using software tools such as GDS Sabre, Amadeus & Fairlogics
• He is available to start as soon as possible in any schedules

• Connecting very quickly to others, strongly motivated to build and leverage relationships to get work done. Openly and easily shares information.
• Strikingly expressive, effusive, and verbal in communicating; talks a lot, and very quickly. Enthusiastically persuades and motivates others by adjusting the message and delivery to the current recipient.
• Very collaborative, works almost exclusively with and through others. Strong intuitive understanding of team cohesion, dynamics, and interpersonal relations.

Jeffrey 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.

• Luis has accumulated 7 years of work experience, during which time she has gained expertise in various sectors including fitness, garment manufacturing, and BPO services.
• She undertook the responsibility of aiding customers with technical issues, showcasing remarkable proficiency in offering clear and precise troubleshooting assistance. She promptly resolves customer complaints regarding accounts and billing, ensuring swift solutions. Demonstrating adeptness in utilizing telephone communication to verify account details highlights her dedication to efficient customer service. Her friendly and inviting approach when interacting with customers underscores her commitment to comprehensively understanding and addressing their needs.
• She managed various administrative tasks crucial to company operations. She handles telephone and fax communications efficiently, promptly relaying messages to the appropriate departments. She managed client schedules and bookings across various services, reflecting their strong organizational skills and attention to detail. She effectively coordinates the utilization of cardio machines, ensuring smooth operations. She was tasked with managing records and files associated with services underscoring their commitment to maintaining accurate documentation. Also, she oversees inventory and maintenance tasks with diligence, ensuring the availability and functionality of necessary supplies and tools. She is responsible for handling cashier duties and money safekeeping reflects their integrity and reliability. She handles the timely preparation of daily and monthly sales reports and provides accurate financial records. 
• She used the following software:
  • Zendesk
  • Salesforce
  • Shopify
  • Genesis
  • Gmail
• She can start ASAP and is amendable to working full-time and part-time.

• 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.

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

She is reserved and will generally express themself in a factual, direct, and succinct manner. A conscientious person, their approach to the work is systematic, methodical, and well organized, based on thorough knowledge of, and respect for “the book”. Working with factual, technical or detailed information, they’ll produce carefully thought-out work of high quality and precision. Whether doing work themself, or delegating to others, follow up is close to ensure high-quality results.

• Video editing
• Post-production
• Videography
• Cinematography
• Color grading
• Color correction
• Visual effects
• Photography
• Image editing
• Film production

• Final Cut Pro
• Da Vinci Resolve
• Adobe Illustrator
• Adobe Photoshop
• Adobe Lightroom
• Adobe After Effects

• Proactively connects quickly to others; open and sharing. Builds and leverages relationships to get work done.
• Comfortably fluent and fast talk, in volume. Enthusiastically persuades and motivates others by considering their point of view and adjusting delivery.
• Socially-focused, generally empathizes with people, seeing their point of view or understanding their emotions. Positive communication.

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

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

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

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

• Charlie has been working for 9 years in one company in Digital, Exporting, and Retail industry. He handled different positions such as Bookkeeper, Accounting Controller, VAT Claims Supervisor, and General Accountant. For 9 years, he was promoted multiple times. He has bachelor degree in Accounting Technology. Throughout his career, he have demonstrated proficiency in various accounting principles. HIs goal is to ensure precise financial data management, enabling businesses to make well informed decisions and achieve the financial objectives. He upskill and worked for 3 moths in AU company. He supported the following task:
  • Setting up Xero system of client
  • Bookkeeping
  • Monitored cashflows, fixed assets, and depreciation
  • Manage payroll
  • Superannuation
  • Prepared BAS, IAS, and income Tax
  • Liquidation
  • Invoices
  • Journal entries
• He is a Xero Advisor and Xero Payroll certified. 
• Charlie is available to start after 2-4 weeks and he is amenable to working the day shift for a full-time position.

• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.
• Driven to achieve operational efficiencies: thinks about what needs to be done and how it can be done as fast as possible while maintaining a high-quality outcome.

Given sufficient experience, they will produce work of high quality, giving close attention to the accuracy of details. Stable and dependable; consistent in their actions and, if necessary, has sufficient patience to do work of a repetitive nature. Believes in having, and following, well-defined processes and procedures.

Charlie is unselfish, motivated by a strong sense of duty. Derives satisfaction from doing good work for the company or the team, and values recognition of their dedication and specialized skill. Cautious; takes work responsibilities very seriously.

• Jen acquired a degree in Business Management, majoring in Management Accounting. She has been working for 5 years now. She joined companies in manpower, financial services, and accounting firms. Her 1-year service to retail and coaching business clients in Australia through an outsourcing company exposed her to its accounting and tax processes.
• Her collective experience in accounting and tax includes:
  • BAS and IAS preparation
  • Individual ITR preparation
  • Accounts receivable - preparing reports for collectibles
  • Tax Compliance
  • Local payroll
  • Accounts payable
  • Bank reconciliation
• She adeptly uses several tools and software like QuickBooks, Xero, MYOB, Microsoft Office Apps (Excel, Word, PowerPoint, Teams, Outlook), and Google Drive.
• She can start anytime.
• She is amenable to a day shift, part-time, or full-time position.

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

A very conscientious and disciplined person; particularly careful, thorough, and accurate in their work. This individual is exacting and strives to produce results that precisely meet the established goals. Works best where there are clear standards, expectations, reporting relationships and measurements for the work. Jensen Ann will depend upon professional training, their own experience, or management leadership, to provide those standards and the structure needed for their work.

Given sufficient experience, they will produce work of high quality, giving close attention to the accuracy of details. Stable and dependable; consistent in their actions and, if necessary, has sufficient patience to do work of a repetitive nature. Believes in having, and following, well-defined processes and procedures.

Hergen brings more than six years of experience in software development, having worked across diverse industries including finance, healthcare, digital marketing, and job portals. His career reflects a consistent focus on building robust, user-centered applications, particularly in full-stack development roles. Notable projects include designing healthcare systems with multiple user-facing portals, integrating advanced features like AI-driven chat functionalities (leveraging tools like ChatGPT), and ensuring seamless communication through SMS for patients and service providers.

He has demonstrated a keen ability to adapt to emerging technologies, evident in his work with Vue.js, TypeScript, and JavaScript libraries. He has also integrated backend-as-a-service solutions like Supabase to optimize development workflows. His technical proficiency is complemented by a passion for delivering high-quality, scalable, and maintainable software solutions.

• Healthcare Project: Led development of agent and broker-facing modules, including drug and pharmacy management, appointment scheduling, and plan selection. Integrated AI functionalities to enhance user engagement.
• PDF Functionality: Developed advanced PDF viewing capabilities that included text search, navigation, and optimized rendering, utilizing JavaScript libraries for enhanced user experience.
• Personal Project: Experimented with building a point-of-sale system, showcasing his initiative and technical curiosity.

• Technical Skills: Proficient in Vue.js (including Composition API), TypeScript, JavaScript, and Supabase. Has exposure to PDF.js for rendering and manipulation, and a foundational understanding of JavaScript libraries like Konva.js., 
• Programming Language: Nuxt3, Laravel, PHP, NodeJs, NestJs
• Development Practices: Advocates for using TypeScript to minimize runtime errors, demonstrating an understanding of best practices in software engineering.
• Additional Expertise: Experienced in building modular applications and optimizing UI components for better user interaction and performance.
• Other Tools: ChatGPT, RingCentral, Supabase, Restful API, Git, Github, BitBucket, Twilio, SendGrid, Kartra, Everwebinar, Zapier, IpApi, Vimeo, Zapier, Wordai, Copyscape, Textgears, Dropbox, Facebook Pixel Helper, Facebook Conversion API, Google Tag Manager Manager, Google Ads, Primevue, Vuetify, Element UI, Trello, Zoho, Unfuddle
• Hosting Providers & Domain: GoDaddy, Laravel Forge, Digital Ocean - Droplets, App Platform, Storage, Networking DNS Configuration, AWS - Amplify, S3 Bucket, EC2, Route53

• Socially informal, extroverted, and outgoing; gets familiar quickly. Communicates in an uninhibited, lively, and adaptable manner, drawing others into the conversation.
• Interested in people, building relationships, and teamwork rather than technical matters. Affable, optimistic, and easily trusting.
• Focused on goals and the people needed to get there, not details or plans; frequently delegates details.
• Relative persistence as goals are pursued; keeps at it even when problems pop up. Steady, slower to change.
• Somewhat casual with rules. More focused on the goal than how to get there; delegates some of the implementation details.

Hergen 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. Unselsh and derives satisfaction from doing things for other people and being liked and appreciated by them for doing so

• Chrizzel has been working for almost 5 years as a Customer Service Representative within the BPO industry. She holds a bachelor's degree in Elementary Education with a specialization in early childhood. In 2020 she was awarded as a top- quality performer and CSAT performer. 
• She supported the following tasks:
  • Technical Support
  • Email Management
  • Chat Support
  • Sales
  • Order Management
  • Billing 
  • Refunds
  • Data Entry
  • Live Chat
• She was exposed to different tools and applications such as Salesforce, Cisco, MS 365, and Discord.
• With basic knowledge using Zendesk and Canva. 
• She can start immediately for any full-time position. 

• Socially-focused, naturally empathizes with people, easily seeing their point of view or understanding their emotions. Positive, non-threatening communication.
• Teaches and shares; often working collaboratively with others to help in any capacity.
• Accommodating; most comfortable working with others, often puts team/company goals before personal goals. Promotes teamwork by actively sharing authority.

A pleasant and extraverted person, Chrizzel 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. Chrizzel gets along easily with a wide variety of people.

Their drive is directed at working with and for others. They derive particular satisfaction from doing things for others, the company, management, the team, and for the company’s customers. Cooperative and willing, this individual can be a particularly effective teacher and communicator of the company’s policies, programs, and systems.