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

• Renz has been working since 2011 and has handled roles such as Computer Software and Hardware Technician, Technical Sales Representative, Technical Case Manager, and Sales Team Leader and Sales Professional VA within BPO industries. 
• He honed his skills in Customer Service, Sales, Upsell and hard-selling process, technical concerns such as computers, mobile phones, and software applications, Inbound and Outbound calls.
• He was promoted as Floorwalker and Team leader he handled 3 accounts with 5-10 agents. 
• Well versed with the following software tools:
  • CRM
  • Dial pad 
  • Avaya
  • MS Applications
  • MS Word and Excel
  • Skype
  • Outlook 
  • Vicci Dialer
  • Google Docs
  •  Google  Sheets ( used for creating reports and entering data of successful sales)
• He can start Immediately 
• Renz is an Individualist
• Strongest Behaviors

  Florenz Ceasar will most strongly express the following behaviors:

  • Persistence; consistent pursuit of goals in calm, methodical manner even when setbacks occur. Opinionated; slow to change.
  • Casual with rules. Focused on the goal, not how to get there; willing to bend the rules. Delegates implementation details.
  • Unworried and unhurried; takes each day as it comes with little planning for what might happen, particularly given the predictable routines that have been established.
  • A relatively private individual, it takes Florenz Ceasar 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.
  • 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.
• Summary

  Florenz Ceasar 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.

  Dealing with people, Florenz Ceasar is frank and outspoken, communicating factually, at times bluntly, and with strong conviction. In general, interest in people is secondary to a concern for getting things done their own way and at their own pace. Patient and persevering, works at a steady, unhurried pace, at times developing new ideas which are presented in a self-assured and forthright manner.

  Being more conceptual than detail-oriented, Florenz Ceasar is fairly casual in working with details which are not vital to the job. Prefers to delegate such work to other people whenever possible. What is much more interesting is a new idea, or the big picture and an analytical, critical approach to solving problems and in getting results.

• She has been working since 2017 ang gained experiences in purchasing, hanlde supplies, admin, and shedule outgoing shipments for returns or when sending purchased materials or supplies to a company’s off-site locations.
• She work with local and Chinese clients
• She possess average communication skills
• She can start ASAP

• Marg has been working for almost 15 years in several Financial institutions and several industries were she supported the following roles:
  • Bookkeeper
  • Accountant
  • Virtual Assistant
  • Data Entry 
  • Email and Calendar management
  • Administrative tasks
  • Appointment Setting
• She has a Master's Degree in Business Administration, QuickBooks Certified ProAdvisor, Xero advisor & payroll certified
• She is adept in QuickBooks and Xero.
• She is proficient with the following tools:
  • American Funds
  • AnyDesk
  • Asana
  • Buffer
  •  Canva
  • Citrix
  • ClickSend
  • Crello
  • Dropbox
  • Google Docs
  • Heartland
  • Hootsuite
  • Microsoft 365
  • QBO
  • SuiteFiles
  • TeamViewer
  • Trello
  • Wave
  • Wix
  • Xero
  • XPM
  • Zoom
  • MS Office
• She have worked in an accounting firm for an Australian and US clients.
• She has a solid background in the accounting cycle.
• She has been preparing the following reports:
  • Financial Statements
  • Balance Sheet
  • Tax Report
  • Sales and Expense Report
  • Bank Reconciliation
  • BAS
• She has a good communication skills
• She is employed part-time but can start ASAP and open for any full-time of part-time positions.
• She is available anytime for the next step.

• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.
• 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.
• Unhurried and deliberate, stable and will do things using the established process; finds it difficult to change these systems. Dependable, consistent and needs familiar environments and coworkers to be most productive.
• Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat.”

Helpful, patient, and stable; works steadily and consistently. Respectful of established processes, standards, and policies, they will work within those standards to ensure repeated successes and high-quality results. Margie has the patience and tolerance required for routine work and can be relied on to do such work consistently and in a relaxed manner. Prefers having, and following, a well thought-out process to ensure success. If they are responsible for establishing the process, they will do so in a thoughtful, methodical manner, paying close attention to details and time-honored successes. Once established, they’ll expect that the process be followed consistently.

Will focus on the details of the work and will handle them with somewhat better than average accuracy. In work involving repeated contact with people, Margie will be pleasant, agreeable, and supportive. Derives satisfaction from helping others and likes to feel part of a secure team.

• Margie has been working for almost 6 years in the field of Accounting. 
• She has experience in bookkeeping from data collection, entry to report generation, bank reconciliations, data migration, file check-up, clean-up and catch-up works, ASIC, updates, and tax return lodgments.
• She also did admin tasks like Email and calendar management, Research tasks, Transcribing. and Travel arrangements.
• She is knowledgeable in tools such as Xero, Wave, Hubdoc, Asana, Quickbooks, Hootsuite, Trello, and MYOB. 
• She can start immediately. 

• Administrative
• Data Entry
• Data Encoding
• Scheduling appointment
• Social Media management

• Over 8 years of relevant experience in recruitment, with a focus on technical roles in IT and construction.
• Managed full-cycle recruitment processes including sourcing, screening, and onboarding.
• Worked across multiple industries, including IT (RYLEM via ISupport Worldwide), construction (Bamboo Remodel), and hospitality (Intercontinental Hotels Group).

• Successfully managed recruitment operations for high-volume technical roles at Northbridge Recruitment, leading to improved hiring timelines and candidate quality.
• Streamlined candidate experience at OKTA by identifying and implementing process improvements, enhancing scheduling efficiency and overall candidate satisfaction.

• Recruitment: 8+ years of experience, particularly in technical recruitment.
• ATS Management: Proficient in various Applicant Tracking Systems and LinkedIn Recruiter, with experience in keeping systems up-to-date and utilizing metrics-driven approaches to improve hiring outcomes.
• Communication: Strong interpersonal skills, adept at managing candidate relationships and collaborating with cross-functional teams.

• DICE, Monster, CareerBuilder, Craigslist, the ladders, ATS (bullhorn)

• Den is a customer service professional with fourteen years of experience in financial accounts with the most admired outsourcing companies in the country.
• She has deep training knowledge and experience on delivering learning and development programs to new hires and tenured employees. She also has experience mentoring junior training staff, new hires and upskill agents.
• As a CSR, she handled credit cards, rewards and redeeming points in their cards. She also did account maintenance and some upselling. 
• He ideal client is someone who will share more ideas and open to new ideas. A client who will put trust on her and guide her as well.
• She is available to start immediately.

Predictive Index Behavioral Profile - Analyzer

https://www.predictiveindex.com/reference-profile/analyzer/

Strongest Behaviors:

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

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

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

Over 3 years of experience in virtual assistance with a strong focus on executive support, operations, and administrative management.

Worked directly with CEOs and business executives from U.S. and Australian companies, providing end-to-end support for both startups and scaling businesses.

Strong background in Sales Operations, having held a lead EA role, managing other assistants and working as the go-to person for internal tools and systems like Salesforce.

Executive & Operational Support

• Provided direct support to C-suite executives, including calendar and inbox management, meeting coordination, travel bookings, and stakeholder communication.
• Handled personal assistant tasks, such as hotel and flight bookings, travel itinerary planning, and personal calendar syncing.
• Represented executives during escalations, handled confidential information, and responded to stakeholders on their behalf.

• Experienced in creating and managing Salesforce reports, serving as the main point of contact for all CRM-related queries.
• Produced internal reports, sales tracking, and performance data analysis.
• Familiar with profit and loss (P&L) statements, basic bookkeeping, and understanding of gross margins—particularly relevant for product-based businesses.
• Created SOPs, structured workflows, and implemented systems for new business setups (especially in lean/startup environments).

• Drafted professional correspondence and prepared presentations and documentation for meetings.
• Experienced in project tracking, liaising with multiple departments, and ensuring deadlines and deliverables are met.
• Has supported product research, packaging coordination, and supplier communication for e-commerce and product sourcing businesses.

• CRM: Salesforce (advanced)
• Office Tools: Google Workspace, Microsoft Office Suite (Excel, Word, PowerPoint)
• Time Trackers: Familiar with Hubstaff, FastETR, and Remote Staff’s proprietary monitoring tool
• Communication & Collaboration: Zoom, Slack, Email Management Platforms

• Cristina has been working for more than 10 years as a Quantity Surveyor/Estimator. She has a degree in Civil Engineering,
• She estimates and evaluates the materials needed for the project. She reviews and prepares quotations for pre and post-construction plans. She does daily reports, Job Order and Evaluate Client to Owner Change orders. She has experience with Residential, Commercial, Architectural and Construction Projects. She has background in Waterproofing way back 2017.She is knowledgeable in AU building codes, regulations, and construction practices
• She used the following softwares"
  • Bluebeam Revu
  • V-6 Software
  • e-take off
  • Microsoft Excel
  • Microsoft Dynamic 365
  • Smartbid
• She can Start ASAP  for Full time and part time positions

• Detail-oriented and thorough; works to ensure things don’t fall through the cracks, and follows up to ensure they’re done properly and on time.
• 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.

Cristina is a very conscientious and disciplined person; particularly careful, thorough, and accurate in their work. She 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. Cristina 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, She will produce work of high quality, giving close attention to the accuracy of details. She is stable and dependable; consistent in their actions and, if necessary, has sufficient patience to do work of a repetitive nature. She believes in having, and following, well-defined processes and procedures.

• Lara has been working since 2006. She started working in the BPO industry and has later on transitioned getting freelance/home based jobs catering clients mostly in US & Bulgaria
• She gained experience/expertise in:
  • Customer Service
  • Virtual Assistance
  • Product Listing
  • E commerce (eBay, Amazon)
• She is also skilled with product research, data entry, order processing and has basic photo editing & optimizing titles using SEO Keywords
• She is adept with using the following tools/technologies:
  • DSM Tool
  • Dropship Beast
  • Hydra Lister
  • Canva
  • ZIK Analytics
• Available to start immediately for full-time/part-time roles.

Evaluation Comment

• Bernie has been working for almost 10 years in the BPO Industry as a Customer Service Representative where she does the following tasks:
• Phone and email handling
• Technical Support
• Customer Handling

• Bernie has been working for almost 10 years in the BPO Industry as a Customer Service Representative where she does the following tasks:
  • Phone and email handling
  • Technical Support
  • Customer Handling
• She started her remote job in 2020 as a Lead Generation and General Virtual Assistant where she was able to perform the following:
  • Lead Generation
  • Social Media Management (Facebook and Instagram)
  • Admin Support
  • Email Marketing
  • Transcription
  • Basic Graphic Designing using Canva
  • Customer care 
  • Email correspondence 
  • Preparing quotations 
  • Invoicing 
  • Taking Minutes of the Meetings 
• She is adept in using the tools/applications like:
  • HubSpot (CRM)
  • Zendesk
  • Social Media Platform
  • WordPress
  • MailChimp
  • MS Office: Word, Excel, & Outlook
  • Google Apps: Docs, Sheets, and Calendar
  • MYOB
• She can start immediately.

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

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. Bernadette 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.

• Debs has been working since 2006 and has handled roles such as Accounting Clerk, Customer service representative, Outbound sales representative, Sales representative, and Senior Agent within the Business process outsourcing industry.
• She gained skills/expertise when it comes to:
  • customer service
  • sales
  • outbound sales
  • upselling
  • Inbound/Outbound call
  • email and call management
• Well versed with the following software tools:
  • Salesforce
  • Genesis
  • Vici dialer
  • Gmail
  • Skype 
  • WhatsApp
• She can start immediately  

Predictive Index Behavioral Profile - Specialist

Strongest Behaviors

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

Behavioral Summary

Deborah 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 Deborah , who takes responsibilities very seriously.

Jane Pauline is an experienced administrative and customer service professional with a strong background in property management, sales, and client-facing roles. She has held progressively responsible positions in both the real estate and healthcare sectors, particularly in sales and account management capacities. Her communication and coordination skills stand out, especially in environments requiring client engagement, scheduling, and lead conversion.

• Advanced: Real Estate, Property Management, Social Media Management, Sales Management, Administrative Support
• Intermediate: Bookkeeping
• Soft Skills: Strong communicator, client-centric, detail-oriented, team player

• Client-Facing Experience: Demonstrated ability to manage client relationships, resolve concerns, and handle inquiries across phone, email, and chat platforms.
• Property Management Proficiency: Full cycle of property listings, showings, and tenant support.
• Sales and Marketing Exposure: Proven lead generation and funnel management from various sales roles.
• Healthcare Industry Familiarity: Previous roles with Becton Dickinson and Roche.

Predictive Index Behavioral Profile - Artisan

• Private, serious, introspective, and reserved. Takes time to connect to and trust new people.
• Focused; can concentrate on the task at hand for long periods. Quickly notices and understands technical matters more than social ones. Consistent and patiently thoughtful.
• Works at a steady, unwavering pace; most comfortable with familiar processes, environments, and co-workers. Doesn’t easily change.

Behavioral Summary

Pauline 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; Pauline plans ahead, double checks, and follows up carefully on decisions and actions.