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New Business / Production – Data Entry, Docusign & Client Interaction
Mary Ann has managed customer records, form submissions, and CRM updates in roles like Admin Assistant and Productivity & Admin Assistant. She’s proficient in tools like Docusign, JotForm, Adobe Acrobat, Google Sheets, and AirTable, making her highly capable of handling application submissions and data collection via phone/Zoom.

Client Support – Emails, Texts, Calls, Policy Management
She has consistently handled client communications across various roles, including:
Calling/emailing customers to follow up on payments, documentation, and inquiries
Sending personalized messages (emails/texts) and ensuring timely responses
Working closely with platforms like RingCentral, WhatsApp, and Gorgias for customer touchpoints
Managing client records and responding to updates or document requests in less than 24–48 hours
This directly supports the requirement to manage Melissa Gomez’s client communication pipeline.

Tracking / Reporting – Transmittals, Spreadsheets, Case Notes
Mary Ann’s daily responsibilities have involved:
Maintaining and updating internal trackers and logs for service operations and customer interactions
Using tools like Google Sheets, Excel, Notion, Trello, and Asana for case progress tracking
Keeping detailed notes on tasks completed and case status—critical for insurance application tracking and client production logs
Her structured task documentation aligns well with the Production Log management and transmittal requirements of the role.

Scheduling and Follow-ups – Exams, Appointments, Documents
Her work in patient coordination and healthcare scheduling, as well as service booking and warranty coordination for an Australian plumbing business, shows her ability to:
Book exams and appointments
Follow up for missing requirements
Monitor deadlines and ensure follow-through without supervision

Tools & Certifications:
Systems & Tools:
Docusign, JotForm, Adobe Acrobat
Google Workspace, MS Office, Notion, Trello, Airtable
Communication: Slack, MS Teams, Zoom, Google Meet, WhatsApp
CRM & Admin Platforms: HubSpot, Kayako, Gorgias, LiveAgent
Finance/Back-office: QuickBooks, Xero

Certifications:
General Virtual Assistant (2023)
Bookkeeping & QuickBooks Online (2023)
SEO & Data Handling (2023)

Strengths & Soft Skills:
High attention to detail & task ownership
Proactive communicator – both written and verbal
Time management & prioritization under fast-paced conditions
Comfortable with multi-step client cases and multiple follow-ups

Summary:
Mary Ann Briones-Visco is exceptionally well-suited to this administrative and client-facing support role. Her experience in form submission, CRM management, client coordination, follow-ups, and documentation tracking aligns directly with the job’s core responsibilities. With advanced digital literacy and a proven background in service excellence, she would bring structure, responsiveness, and reliability to the client workflow from day one.



Predictive Index Behavioral Profile - Individualist


Strongest Behaviors
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.
Persistence; consistent pursuit of goals in calm, methodical manner even when setbacks occur. Opinionated; slow to change.
Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat.”
Methodical, steady, and even-paced; loses productivity when interrupted.
 

Maria is a highly adaptable and detail-oriented professional with 5–6 years of combined experience in the BPO sector and as a remote administrative/virtual assistant, with particular strengths in healthcare, customer service, general admin, and e-commerce operations.

Maria's early career in the BPO industry was in the U.S.-based healthcare and insurance sector, where she rose from healthcare support roles to team leader for escalations. In 2022, she transitioned into remote and freelance roles where she held responsibilities as a Medical Virtual Assistant, Executive Assistant, and Operations Coordinator, supporting U.S. and Australian clients in healthcare, consumer electronics, and plumbing services.

Her experience includes managing complex communications, appointment scheduling, CRM data entry, basic bookkeeping, vendor coordination, and email/chat support. She is tech-savvy and familiar with CRM and support tools like HubSpot, Zendesk, Tradify, QuickBooks, WordPress, Trello, Asana, and various Microsoft and Google applications.

Maria completed formal training in general virtual assistance, bookkeeping, and SEO through ProVA, which she leveraged effectively in subsequent roles. She demonstrates strong initiative, having contributed to the end-to-end setup of systems and communications for a startup e-commerce client.

Work Experience Summary:

Virtual Assistant – E-commerce / Consumer Electronics (U.S.-based startup)

• Helped establish operational systems from scratch
• Handled CRM (HubSpot), Shopify, BestBuy Canada, Amazon listings
• Facilitated vendor coordination, client communications, and stakeholder meetings
• Managed email, calendar, and escalations on behalf of CEO

Admin Assistant – Plumbing & Relining Company (AU-based)

• Managed appointment scheduling via Tradify
• Performed invoicing, quoting, bookkeeping support
• Handled customer communication, blog content, and email support
• Used Canva, MS Teams, and Google Suite extensively

Medical Virtual Assistant – DME Provider (U.S.-based)

• Coordinated with doctors and providers on claims, billing, and prior authorizations
• Managed patient appointments and health documentation
• Utilized Epic, Braintree, Microsoft Office, and EMR tools

Team Lead – U.S. Healthcare BPO (Member Escalations)

• Led complex customer case resolutions for a U.S. insurance provider
• Delivered high-touch support and guided team handling sensitive health benefits issues

Key Strengths:

• Strong foundation in client coordination, escalation handling, and back-office support
• Experience with both startup operations and structured corporate healthcare accounts
• Proficiency in CRMs, scheduling tools, and basic accounting platforms
• Excellent communication skills across U.S. and AU clients
• Demonstrates high ownership, flexibility, and eagerness to contribute long term

She can start immediately and is amenable to full-time work arrangements.

Predictive Index Behavioral Profile - Individualist

Strongest Behavior

• 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 coworkers. Doesn’t easily change.

Behavioral Summary

Mary Ann 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

• Mary Ann is a versatile and highly capable virtual assistant with a strong background in healthcare support, administrative coordination, and executive assistance. With over five years of professional experience in both corporate and remote work environments, she has built a solid career foundation in roles involving medical VA tasks, customer service, appointment setting, basic bookkeeping, and content creation.
• In her most recent work, she handled daily bookings, customer communications, quote follow-ups, blog content writing, and admin process improvements for an Australian plumbing firm.
• The tools and platforms she was able to use are:
• Admin & Communication: Google Workspace, MS Office, Slack, Trello, Zoom, Outlook, MS Teams
• CRM and Helpdesk: Zendesk, RingCentral, Gorgias, Freshdesk, Kayako, HubSpot
• Healthcare Systems: EPIC, Elation, eClinicalWorks, Citrix, Parachute
• Bookkeeping & Invoicing: QuickBooks, Xero, Tradify
• Project & File Management: Dropbox, GDrive, AirTable, Docusign

Mary Ann is also QuickBooks Online Certified and has completed training in SEO, General VA, and Bookkeeping.

She is available for a full-time work and can start immediately.

Predictive Index Behavioral Profile - Individualist

Strongest Behaviors

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.

Persistence; consistent pursuit of goals in calm, methodical manner even when setbacks occur. Opinionated; slow to change.

Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat.”

Behavior Summary

In expressing and acting on her ideas, Mary Ann 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 she will generally push hard to reach it, regardless of the goal’s popularity with others. Undaunted by criticisms or failures.

• Ryan is a seasoned professional in the business process outsourcing (BPO) industry, with over 16 years of experience across multiple domains including customer service, technical support, sales, and content moderation. His career spans reputable outsourcing firms serving clients in industries such as banking, telecommunications, healthcare, education, and media moderation.
• He is currently a Customer Service Representative at a shared services firm, supporting students and professors with online technical concerns and order processing via phone, chat, and email.
• Ryan is available immediately and is willing to do either full-time or part-time work.
• Predictive Index Behavioral Profile - Scholar
• Strongest Behaviors
  • 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.
  • 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.
• Behavior Summary
  • Ryan is reserved and will generally express himself in a factual, direct, and succinct manner. A conscientious person, his 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, he will 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.

Rezille brings over seven years of diverse industry experience. Her most recent role as a Virtual Customer Support Analyst in the fintech and digital finance sector reflects her strong capability in managing sensitive customer accounts, fraud detection, and application compliance, handling over 200 applications weekly. Prior roles, including her time with a U.S.-based brokerage and a retail company, illustrate her versatility in both omnichannel customer support and training & development functions. She also led CRM implementation efforts and contributed to sales strategies—skills that speak to both her initiative and cross-functional collaboration strengths.

Technical and Soft Skills:
Rezille possesses an effective mix of administrative, technical, and interpersonal skills. She is proficient in CRM and ticketing systems, communication platforms (Slack, MS Teams, Twilio), and has experience in light graphic design using Canva. 

Predictive Index Behavioral Profile - Altruist

Strongest Behaviors

• 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.

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

Behavioral Summary

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, Rezille 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. Rezille gets along easily with a wide variety of people.

She is available to work Full-time or Part-time and can start ASAP.

Cindy has 2+ years of experience in backend operations, customer support, and sales administration, having worked with a Singapore-based education company that organizes international summits and seminars.

• Manages backend sales systems, creates daily/weekly/monthly reports, prepares commissions, and updates CRM records
• Created and maintained an end-to-end email automation process using ActiveCampaign, streamlining customer onboarding and ticketing processes for summit events
• Developed and managed AI chatbots deployed on client websites, enabling efficient pre-sale interactions and routing of customer inquiries
• Supported summit events hosting up to 7 international speakers over two-day schedules, ensuring all customer transactions and communications were supported via automation workflows
• Regularly coordinated with remote team members across Malaysia and South Africa to maintain consistent backend reporting and data delivery

Tools Proficiency:

• Automation & CRM Tools: ActiveCampaign, Bitrix CRM, Zapier 
• Chatbot Development: Railway
• Office Software: Google Workspace & Microsoft Excel
• Design Software: Canva

 

Work Availability / Schedule Specifics

• Available within 1 to 2 weeks after formal notice
• Setup Readiness: Has a dedicated laptop, fiber internet, headset, and access to a backup workstation hub in case of outages

PI Behavioral Profile: Operator

Strongest Behaviors:

• Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat.”
• Methodical, steady, and even-paced
• Driven to protect the company against risk by thoroughly leveraging their background

Behavioral Summary:
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. Cindy has the patience and tolerance required for routine work and can be relied on to do such work consistently and in a relaxed manner. In making decisions, they are careful, and will take the time required to follow the established process, examine different angles, and explore enough to ensure few, if any, surprises afterward.

Maya has 5 years of relevant work experience in the BPO industry, predominantly servicing international clients in the food delivery and car rental sectors. She is a dependable and meticulous professional with a strong foundation in customer service and sales support within the business process outsourcing (BPO) sector. 

• Team Leader POC (TLPOC) at a BPO company handling a food delivery account.
  • Successfully transitioned from an agent to a team leadership role within a year, demonstrating fast adaptability and growth.
  • Managed a team of 7 agents, ensuring performance standards and customer issue resolution.
• Sales Agent at a BPO company from 2021 to early 2024 handling vehicle rental and sales accounts for US, UK, and Canada markets.
  • She was responsible for both inbound and outbound client interactions, converting leads into rentals or purchases based on eligibility.
• Consistently achieved monthly sales quotas and annual performance metrics, qualifying for incentives tied to bell curve and equilibrium standards.
• Maya can start immediately

Skill Proficiency + Tech / Software Proficiency

• Salesforce, Zoho CRM, HubSpot CRM – CRM management and lead tracking
• Slack – Internal communications
• Calendly, Monday.com – Scheduling and task coordination
• Omni – Telephony platform used for inbound/outbound communication

PI Behavioral Profile: Artisan

Strongest Behaviors:

• Detail-oriented and precise; ensures tasks are completed according to high standards.
• Operationally focused; prefers clear execution plans over social interactions.
• Cautious and methodical; minimizes risk by following proven systems and evidence.

Behavioral Summary:

Maya is thoughtful, disciplined, and exceptionally attentive to detail. She thrives in structured environments where quality and compliance are prioritized. Known for her reserved but accommodating style, she is driven by a genuine concern for accuracy and effectiveness. She is most productive when working independently within her field of expertise and prefers methodical, well-planned approaches to new tasks or processes. Her natural focus and dedication make her particularly suited for roles that require persistence, high standards, and minimal supervision.

Jacky has extensive experience in technical support and customer service, with a strong focus on handling high call volumes and managing escalations effectively. Her most relevant background includes supporting customers for telecom and internet service providers, specifically handling troubleshooting for issues related to phone and internet connectivity.

She has also worked in a virtual assistant capacity, which adds to her flexibility and organizational skills, and she is well-versed in remote work setups. She demonstrated familiarity with tracking tools such as Hubstaff and is comfortable using productivity monitoring software, aligning well with the client’s in-house systems.

Technical Proficiency and Experience:

• She has previously worked with Australian clients and is familiar with the culture and expectations in that market.
• Notably, she has handled accounts such as Telstra and Comcast, managing up to 80+ calls per day, indicating her ability to work in high-pressure environments.
• Proficient in using remote monitoring tools such as Hubstaff
• Experienced in customer support software used by telecom providers
• Familiar with remote communication platforms
• She is able to start immediately.

Predictive Index Behavioral Profile - Promoter

Strongest Behaviors

• Extremely informal, extraverted, and outgoing; gets familiar very soon after you meet. Communicates effusively, flexibly, and engagingly; draws others into the conversation.
• Almost exclusively focused on people, building relationships, and teamwork rather than technical matters. Uninhibited; very open and trusting in sharing thoughts and in asking personal questions.
• Not interested in the details; delegates them freely. Needs unstructured projects where flexibly working with people, and a focus on the goals rather than the plans, is necessary.
• 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.
• Socially-focused, naturally empathizes with people, easily seeing their point of view or understanding their emotions. Positive, non-threatening communication.

Behavioral Summary

Jacky 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.

Rommel is a highly experienced remote professional with a strong background in administrative support within the Australian real estate industry. He demonstrated a solid understanding of the end-to-end property management support process, having handled various responsibilities ranging from tenant application processing to document preparation, scheduling inspections, managing incoming inquiries, and supporting maintenance coordination. 

Work Experience & Industry Fit:

• Rommel has hands-on experience supporting property managers for a client in the Australian property management sector.
• He is proficient in tools such as Property Tree, PropertyMe, Airtable, Inspection Manager, Maintenance Manager, and Invoice Genius.
• His tasks included lease documentation, rental invoicing, calendar management, compliance form storage, handling tenant communications, and generating weekly performance reports.
• He also has experience with both inbound and outbound communications, as well as escalations and troubleshooting.
• He is able to start immediately.

Predictive Index Behavioral Profile - Operator

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.
• A relatively private individual, it takes Rommel 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.

Behavioral Summary

Rommel is 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.

He 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.

Greg is a seasoned technical support professional with extensive experience in the telecommunications and customer service industry. His background includes handling high-volume inbound technical support for internet, TV, and phone services, both locally and overseas. He demonstrated strong communication skills, a methodical troubleshooting approach, and a clear understanding of customer satisfaction metrics during the interview. He is equipped with his own desktop setup and is familiar with remote work arrangements under an independent contractor model.

Work Experience and Skills: 

• He has a solid background in technical support, primarily in the telco industry.
• He handled support for internet, TV, and phone services and is familiar with proprietary tools such as Einstein (Comcast) and Salesforce CRM (basic usage).
• He has experience resolving customer issues through guided step-by-step procedures, and he understands the value of patience, empathy, and escalation protocols.
• He handled 30-40 calls per shift and maintained excellent CSAT scores, with no negative feedback in his most recent roles.
• His past role in Dubai also included support for telecom billing issues, further expanding his support capabilities.
• He is confident that his background in telco troubleshooting will allow for a smooth transition into the smoke alarm support space.
• He has experience handling Australian customers and finds them generally easier to work with. 
• He is able to start immediately. 

Predictive Index Behavioral Profile - Operator

Strongest Behaviors

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

Behavioral Summary

Greg is 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. He 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.

Greg presents himself as a seasoned technical support professional with extensive experience in telecommunications, particularly in resolving internet, TV, and phone service-related issues. His communication style is clear, empathetic, and customer-focused, reflecting a strong foundation in managing both routine inquiries and escalated customer concerns.

Relevant Experience:

• He has worked in technical support roles across multiple industries, including telecommunications and IT services.
• He most recently handled an account for a major U.S.-based telecom provider, assisting customers with complex connectivity issues.
• He is adept at high-volume environments, averaging 30–40 support calls per day, and demonstrates familiarity with both voice and system-based troubleshooting.
• He also brings international experience, having worked overseas in the Middle East with a tech services company, where he supported business clients, mainly around phone and billing issues.

Technical Skills & Tools:

• He is familiar with CRM systems such as Salesforce and various client-specific proprietary tools.
• He understands the value of structured troubleshooting processes, often guided by internal knowledge bases or tools like “Einstein,” which he used in a previous role.
• While he acknowledges that some CRMs were custom-built for specific line-of-business applications, he expresses strong confidence in his ability to learn new systems quickly.

Soft Skills & Communication:

• He shows excellent de-escalation skills, often allowing frustrated customers to express concerns before guiding them through solutions with patience and empathy.
• He emphasizes the use of layman’s terms to ensure non-technical customers fully understand the steps being taken, and he avoids jargon that may create confusion.
• His methodical and empathetic approach is supported by consistently high customer satisfaction (CSAT) ratings, with no recorded negative scores across previous roles.
• He is able to start immediately.

Predictive Index Behavioral Profile - Operator

Strongest Behaviors

• 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.”
• Methodical, steady, and even-paced; loses productivity when interrupted.
• 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.

Behavioral Summary

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. Greg 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, Greg will be pleasant, agreeable, and supportive. Derives satisfaction from helping others and likes to feel part of a secure team.

Diane is a highly motivated and dedicated professional with a background in Information Technology and extensive experience in the customer service industry. She holds a Bachelor of Science in Information Technology from the University of Rizal System and has also earned a National Certificate II in Computer Servicing from TESDA, demonstrating her technical proficiency.

• Throughout her career, Diane has worked as a Customer Service Representative in various organizations within the business process outsourcing (BPO) industry, specializing in customer relations, dispute resolution, and payment reconciliation.
• Her most recent role at a healthcare services BPO involved assisting hospitals with missing credits, reconciling duplicate payments, and processing credit memos.
• Prior to this, she developed expertise in handling escalated complaints, resolving billing issues, and ensuring customer satisfaction in other BPO environments.
• Her proactive approach to problem-solving, strong communication skills, and ability to handle complex customer concerns highlight her adaptability and efficiency in a fast-paced industry. 
• She is avaiable to start immediately.

Predictive Index Behavioral Profile - Controller

Strongest Behaviors

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

Behavioral Summary

Diane 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.

Jelina has over six years of experience in customer service, human resources, and business process outsourcing (BPO). Within these six years, she has spent three years specifically handling customer service roles in various industries, including telecommunications, finance, and waste management. She has experience managing inbound and outbound calls, email support, and chat inquiries.

Work Experience and Skills:

• In her previous role in the waste management industry, She was responsible for handling customer inquiries, managing bookings, and maintaining CRM systems. She worked with tools such as Intercom for chat, Microsoft Teams for calls, and BXB for email correspondence. She is familiar with handling customer concerns, rescheduling missed pickups, and ensuring client satisfaction.
• Customer Service Expertise: Strong background in managing customer inquiries, bookings, and issue resolution.
• Multi-Channel Support: Experience handling calls, emails, and chat support, ensuring efficient communication with customers.
• CRM & Tools Familiarity: Hands-on experience with Intercom, Microsoft Teams, and BXB, and open to learning new platforms like ServiceM8.
• Adaptability & Problem-Solving: Demonstrated ability to handle customer complaints effectively, turning negative experiences into positive outcomes.
• She is able to start immediately. 

Predictive Index Behavioral Profile - Stragetist

Strongest Behaviors

• Intense proactivity and aggressiveness in driving to reach goals. Actively and boldly challenges the world, business, and even the areas of others within the business.
• Strongly independent in putting forth their own ideas, which are innovative and original, and if implemented, will change the organization. Resourceful and forceful in overcoming obstacles, vigorously and directly attacks problems; fights back hard when challenged.
• Incredibly strong sense of urgency; this individual is in nearly constant motion, putting pressure on themself and others for immediate results. Unable to do routine work.
• Very careful with rules; is literal and unwavering in interpreting rules, schedules and results. Puts tremendous pressure on themself to move quickly through the day.
• Cautious, exacting, and very thorough; often perfectionistic. Works diligently to ensure nothing falls through the cracks, and follows up intensely to ensure results are precisely on-time, accurate, and were achieved using the proper methods.

Behavioral Summary

Jelina is an intense, results-oriented, self-starter whose drive and sense of urgency are tempered and disciplined by a concern for the accuracy and quality of the work. Their approach to activities and responsibilities will be well-thought-out, based on thorough analysis and detailed knowledge of all pertinent facts.

Strongly technically-oriented, has confidence in own professional knowledge and ability to get things done quickly and correctly. With experience, will develop a high level of expertise and will be very aware of mistakes committed by self or others. Jelina takes work and responsibilities very seriously and expects others to do the same.

Cherie demonstrated a strong background in technical support and customer service, with over a decade of experience across both electronics and financial services industries.

• Her early career focused on providing technical support for consumer electronics such as cameras, camcorders, and CRT televisions, where she handled device troubleshooting, warranty verification, and customer education.
• For the past 10 years, she worked within a financial institution where her customer service and support experience was further refined, although in a less technical scope.
• Additionally, she held part-time roles in virtual assistance and lead generation, showing flexibility and the ability to adapt to varied support functions.
• She emphasized the importance of empathy, de-escalation, and simplifying technical explanations to ensure clarity for non-technical users.
• Her responses highlighted practical troubleshooting strategies, active listening, and customer reassurance—skills highly relevant to the technical support representative role.
• She is able to start immediately.

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

Behavioral Summary

Cherie 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 they are 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 their own work and will be critical of mistakes made by themself or others. Takes the work and responsibilities very seriously and expects others to do the same.

Document Management
Organized & Detail-Oriented: Reina’s role as Project & Admin Support at Just Projects Philippines, Inc. involved managing training materials and documentation logistics, showcasing her document handling and organizational skills.

Administrative Support Experience
At Old.St Labs, she provided administrative support and managed dashboards like ClickUp, Clockify, and Xero, indicating her comfort with structured, digital workflows.

Communication Skills
Her background includes managing internal and external communications in HR and executive roles essential for crafting client-facing document instructions and follow-ups.

Application Preparation
Accuracy & Thoroughness: Her roles consistently involved attention to detail particularly in preparing HR documentation, conducting interviews, and managing feedback and reporting systems at Convergys Services Philippines Corp. and AWANA.

Process Ownership
At Old.St Labs, she was responsible for defining hiring needs and recruitment planning involving meticulous preparation of application forms and related materials.

General Administrative Support
Versatile Admin Experience: Across multiple positions, Reina performed a wide range of administrative functions, from executive calendar management and recruitment to event organizing and logistics coordination.

Digital Savviness 
Familiarity with tools like ClickUp, Clockify, Xero, and possibly Microsoft Office (inferred from her HR/admin roles) aligns with the JD’s emphasis on digital competency.

Ad Hoc Tasks
Her assistance with business operations and event organization proves she’s comfortable handling unexpected or additional tasks including support for digital marketing.

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.
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.
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.

Overall Recommendation:
Reina is a highly adaptable and seasoned administrative professional with over 7 years of experience in executive assistance, HR, and operational support. Her proven ability to manage documents, coordinate projects, communicate with stakeholders, and support distributed teams all while using modern project management tools makes her a strong match for this role.
 

Reina presents herself as a well-rounded professional with a strong foundation in customer service and extensive experience in human resources. While she spent the last 10 years in HR and talent acquisition, she also brings nearly four years of direct experience in customer service—handling both inbound and outbound calls, as well as email support. Her background in communication-heavy roles enables her to transition effectively into a customer-facing VA position.

Relevant Experience:

• She previously worked in the BPO industry, notably handling a financial account (PayPal) where she supported customer concerns and engaged in upselling activities.
• She demonstrated familiarity with high-volume customer interaction, managing up to 60–80 calls per day.
• She also cited experience dealing with UK-based clients, showcasing her ability to handle international accounts and more complex client-facing interactions.
• Despite her long-term HR background, Reina displayed a strong interest in returning to a customer service role, noting her enjoyment in engaging with people and delivering resolutions.
• She is familiar with email management, multitasking across platforms, and has previously dealt with service recovery situations, providing examples of de-escalating concerns and converting cancellations into retained users.
• Her proactive approach—such as suggesting outbound calls and promotional offers for non-responsive leads—aligns well with the nature of the client’s needs in managing bookings and customer queries in a timely manner.
• She is able to 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.
• Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.
• 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.
• 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. Impatient with routines.

Behavioral Summary

Reina 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 Reina Leonor, who takes responsibilities very seriously.

Erra demonstrates strong alignment with the requirements of the virtual assistant position focused on customer service and bookings. With prior experience managing Australian accounts, handling bookings, and providing customer support through multiple communication channels, she possesses relevant skills and familiarity with similar roles. Her proactive responses during the interview indicate a clear understanding of customer service processes, effective communication, and a willingness to adapt to new tools and systems.

Relevant Experience:

• Customer Service Expertise: She has substantial experience in customer service, specifically for Australian clients, where she managed bookings, handled changes or cancellations, and ensured that customer expectations were met. She emphasizes attentiveness and professionalism in resolving inquiries and objections.
• Booking Management: In her previous roles, she managed high volumes of bookings, including tasks such as appointment setting, rescheduling, and cancellations. She also showcased experience upselling packages by clearly communicating value to customers.
• Communication Channels: She has experience working across multiple communication platforms, including inbound and outbound calls, emails, and chat. She effectively handled simultaneous inquiries, such as managing four to five chat conversations at a time.
• Technology Proficiency: While she is not familiar with the specific booking tool "ServiceMate," she has experience using Salesforce and similar web-based booking platforms, demonstrating her ability to quickly adapt to new systems.

Predictive Index Behavioral Profile - Controller

Strongest Behaviors

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

Erra 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.

EVALUATION COMMENT

The candidate is a seasoned professional with over 15 years of experience in customer service and 5 years of remote work expertise. Her recent role as a Customer Success Manager for a Sweden-based software company highlights her strong skills in client management, process improvement, and administrative tasks. She is highly proficient in tools like JIRA, Confluence, Notion, Strapi, and Sendgrid, demonstrating her technical aptitude and adaptability. With a reliable remote work setup and a proven track record of efficiency, she is well-equipped for roles requiring organization, technical proficiency, and customer-centric focus.

Predictive Index:  Guardian

Strongest Behavior

• 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.
• 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 are 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 the execution plan is 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.” Methodical, steady, and even-paced; loses productivity when interrupted.

Summary:

A very conscientious and disciplined person; particularly careful, thorough, and accurate in their work. This individual is exacting and strives to produce results that precisely meet the established goals. Works best where there are clear standards, expectations, reporting relationships, and measurements for the work. Glayza 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 work of a repetitive nature. Believes in having, and following, well-defined processes and procedures

Reggiena brings 14 years of extensive experience in the customer service industry, with a strong background in call center operations, customer interaction, and administrative support. She has handled roles that required her to manage inbound and outbound calls, email support, live chat, and customer bookings. Her experience aligns closely with the role requirements, particularly in converting inquiries into bookings and managing customer schedules effectively.

Job-Specific Competencies:

• Customer Service Expertise:
  She has consistently demonstrated excellent customer service skills across various industries, including automotive and RV rental services. She effectively handles inquiries, resolves concerns, and delivers resolutions with professionalism, even in challenging situations such as denied claims or difficult customer interactions.

• Bookings and Scheduling:
  She has solid experience managing bookings, ensuring high conversion rates, and avoiding schedule conflicts. She is adept at offering alternative scheduling options and leveraging tools to block unavailable time slots, which minimizes errors and enhances customer satisfaction.

• Objection Handling and Upselling:
  She has experience addressing customer hesitations, such as pricing concerns, by clearly outlining service benefits. In her previous roles, she was also empowered to offer promotional credits to encourage bookings, showing her capability to retain customers through effective persuasion and problem-solving.

• Tool Familiarity:
  She proficiency in CRMs and productivity tools, along with her familiarity with time-tracking software, ensures a smooth transition to this role. She is also comfortable using monitoring tools, as her past roles required similar systems to track productivity and manage timekeeping.

Key tools and systems she is proficient with include:

• CRMs: HubSpot, Oracle, ZenDesk
• Productivity Tools: Google Workspace, Microsoft Office Suite (Word, Excel, PowerPoint)
• Design Tools: Adobe, Canva

Predictive Index Behavioral Profile - Adapter

Strongest Behaviors

• 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.
• Eager for results, drive is for swift implementation. Works best in fast-paced environments offering a variety of activities, rather than routines.
• Relatively quick in connecting to others; reasonably open and sharing. Builds and leverages relationships to get work done.
• Fluent, enthusiastic, and comparatively frequent in communication; a motivator who pays attention to others’ points of view.
• Collaborative; works with and through others. Focused on team cohesion, dynamics, and interpersonal relations.

Behavioral Summary

Reggiena 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.

Anthony brings with him over four years of solid experience in technical support, primarily in the healthcare technology sector. His most recent role involved handling complex software-related issues, including installation, synchronization, and troubleshooting, specifically for a SaaS healthcare application. He demonstrates a methodical, customer-centric approach to resolving technical problems and ensuring clear communication with both technical and non-technical users.

Work Experience and Skills: 

• He has hands-on experience troubleshooting SaaS products, specifically for healthcare clients.
• He is familiar with tools such as Salesforce (CRM), ClickUp (ticketing), and has experience working with dental/medical practice management software like Eagle Software and Dentrix. 
• He has extensive experience in remote work environments, including outbound and inbound technical support roles.
• In his most recent role, he managed 20–30 calls daily, handling long-duration troubleshooting calls (up to 30 minutes) and coordinating with Level 3 support when needed.
• While his core background is in healthcare support, he has also worked in telco and other customer service roles, including supervisory/escalation tasks.
• He is able to start immediately. 

Predictive Index Behavioral Profile - Adapter

Strongest Behaviors

• Risk-taking and focus on future goals; more concerned with the future than the past. Adaptable, operates flexibly.
• Makes decisions and takes action with relatively little need for proof to confirm their decision. More interested in their own ideas than traditional ones.
• Flexible approach to “the book” willing to bend the rules to achieve individual goals. An original thinker who isn’t easily discouraged by setbacks.
• 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.
• Assertive drive to accomplish personal goals by working around or through roadblocks. Communicates directly and to the point.

Behavioral Summary

Anthony 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.

Nicolle is a dedicated Customer Service and Retention Specialist with over 9 years of experience in customer support roles within the telecommunications and business process outsourcing (BPO) industries. Her background highlights a strong ability to handle high-pressure situations, resolve complex customer concerns, and enhance customer satisfaction and loyalty.

• She has consistently demonstrated her expertise in customer retention and relationship management, particularly in her current role as an Outbound Loyalty Representative.
• She has shown a talent for negotiating customer agreements, addressing concerns, and leveraging sales techniques to maintain memberships.
• Her prior experience as a Subject Matter Expert and Escalation Desk Support reinforced her leadership skills, where she guided new agents and handled complex escalations, ensuring high customer satisfaction.
• Her background as a Customer Service Representative across multiple companies further strengthens her foundation in delivering exceptional phone-based support, conflict resolution, and upselling services.
• She has also diversified her skill set through virtual assistant roles, managing social media accounts, handling administrative tasks, and providing email support, showcasing adaptability and a multi-channel customer service capability.
• She is able to start immediately.

Predictive Index Behavioral Profile - Specialist

Strongest Behaviors

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

Nicolle Anne 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 Nicolle Anne, who takes responsibilities very seriously.

Reylina brings over 12 years of professional experience in administrative support and inventory management, primarily within the trading industry. Throughout her tenure, she has advanced through progressively responsible roles—from Inventory Auditor to Consignment Admin/Supervisor, and eventually serving as Consignment/Operations Manager. In these roles, she gained extensive hands-on experience managing inventory audits, validating large volumes of data, resolving discrepancies, and preparing detailed reports for internal review.

Her most recent responsibilities included overseeing administrative workflows and ensuring the accuracy of data across multiple branches. She worked extensively with enterprise systems such as SAP and QuickBooks, where she managed the end-to-end process of downloading data from internal CRMs, validating it, and uploading it into SAP with precision and attention to detail. Beyond her technical duties, Reylina also supported customer service operations by responding promptly to client emails and phone inquiries, managing invoicing, and coordinating with internal teams to ensure timely resolution of requests.

Reylina’s educational foundation is equally commendable—she holds an Associate Degree in Health Science Education and was a consistent academic achiever, earning awards such as Dean’s Lister and a scholarship recipient. Her well-rounded experience and commitment to professional growth make her a strong fit for roles requiring accuracy, reliability, and administrative efficiency.

 

1. Career Highlights / Relevant Projects

• Oversaw day-to-day operations and directed the activities of inventory auditors across multiple consignment branches.Played a key role in improving audit accuracy and efficiency by developing and implementing departmental policies and standards.
• Experienced in high-volume data transactions—processing 100 to 150 uploads weekly—indicating a high level of task management and accuracy under pressure.
• Demonstrated strong time management skills, juggling multiple responsibilities simultaneously including QuickBooks entries, customer service, and data uploads.

 

2. Skill Proficiency + Tech / Software Proficiency

• Skill Proficiency: Proficient in data entry and management, audit reporting, and CRM navigation. Excellent written and verbal communication skills; responsive and professional in handling customer inquiries and internal correspondence.
• Tech / Software Proficiency: Strong command of Microsoft Office tools (20+ years experience), Google Workspace (Docs, Sheets), and familiarity with project management platforms such as Trello and Monday.com. Experienced with industry tools including SAP and QuickBooks; while not yet using NetSuite professionally, she has proactively studied it to expand her toolset.

 

She can start Immediately

Predictive Index Behavioral Profile: Scholar

 

Strongest behavior:

• Strongly formal and reflective; a cool, sometimes withdrawn person who’s often deep in thought. Very skeptical of new people, requires substantial “proof” to build trust in someone.
• Extreme precision, sometimes perfectionistic; strong follow-through to ensure tasks are completed exactly in accordance with quality standards.
• Nearly exclusive focus on technical, rather than social issues. Very disciplined, specific thinking about what needs to be done, how to do it perfectly, and how to avoid pitfalls. Makes and checks an execution plan that is followed literally.

 

Behavioral Summary:

• Reylina is a serious, introspective person and an analytical and disciplined thinker. Careful, thorough and very focused on their responsibilities.
• This individual 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

Reylina is an experienced operations and customer support professional whose career trajectory reflects her commitment to operational excellence, client relations, and team leadership within the construction materials and retail industries. 

• Over 12 years of relevant work experience primarily in construction materials and retail industries.
• Key areas of expertise includes
• Operations management and branch support
• Inventory and logistics coordination
• Customer service handling and telemarketing
• Team supervision and auditing management

Industries served: Construction supply chain, retail distribution (tiles, sanitary items, air conditioning units).

Worked remotely for one year, managing operational tasks of two branches. Tasks include  logistics, sales, and cashier teams while remotely overseeing the consignment department with seven auditors.

Successfully maintained branch performance  handling critical operations support, customer escalation, supplier management, and telemarketing outreach.

Helped maintain inventory accuracy through daily monitoring and weekly audits, ensuring seamless coordination between QuickBooks, SAP, and their internal CRM system (SEEDS).

She can start immediately

Amenable to flexible schedules

Tools and Software Proficiency:

• QuickBooks (12 years) – inventory and accounting operations
• SAP (12 years) – inventory auditing and counterchecking
• SEEDS CRM (12 years) – daily reconciliation and product encoding
• Microsoft Excel (10+ years) – reporting, data analysis, executive reporting
• Trello (6 months) – project task management
• Monday.com (6 months) – task tracking
• Canva – basic design tasks for operational reports
• Google Sheets and Microsoft Office Suite – document and inventory tracking

PI Behavioral Profile: Scholar

Strongest Behaviors:

• Extreme precision, sometimes perfectionistic; strong follow-through to ensure tasks are completed exactly in accordance with quality standards.
• Very disciplined, specific thinking about what needs to be done, how to do it perfectly, and how to avoid pitfalls. Makes and checks an execution plan that is followed literally.
• Has aptitude to spot trends in data or figure out how complex systems work.
• Independent, analytical, critical, and creative thinking and action

Behavioral Summary:

Reylina 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.

• Mark Sherwin has extensive experience in customer support, collections, administrative operations, and technical troubleshooting within industries such as telecommunications, financial services, healthcare, and hospitality.
• His background includes roles in customer service, back-office support, and technical repair, demonstrating a strong foundation in handling client inquiries, process management, and system operations.
• Additionally, he has leadership experience as an Assistant Manager, where he was responsible for team supervision, performance evaluation, and hiring processes.
• Successfully handled customer inquiries, booking management, and CRM operations in a high-volume support environment, ensuring client satisfaction and operational efficiency.
• Managed collections and financial account support, handling back-office processes and ensuring compliance with company protocols.
• Led team performance management and resource allocation, conducting performance evaluations, hiring, and training initiatives.
• Provided technical troubleshooting and repair services as a business owner, demonstrating hands-on expertise in diagnosing and fixing hardware and software issues.
• Skill Proficiency:
  • Customer Support & Relationship Management
  •  Technical Troubleshooting & Repair
  • Collections & Financial Process Handling
  • Team Supervision & Performance Management
  • Administrative & Compliance Operations
• Tech/Software Proficiency:
  • CRM & Booking Management Systems
  • API Feeds & Process Automation Tools
  • Microsoft Office Suite (Word, Excel, Outlook)
  • Back-Office & Collections Systems
• Can start immediately.

Predictive Index Behavioral Profile - Promoter

Strongest Behaviors

• 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.

Behavioral Summary

Mark 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.

Mark has a total of 8 years of experience as a CSR across different industries:  Pet-Friendly Hotel Services, Telecommunications (Australian Telco - Optus) Healthcare to name a few.  Mark demonstrates resilience and adaptability 
through personal challenges while maintaining a professional career trajectory. A well-rounded candidate with a balance of professional and personal motivations, capable of contributing to a dynamic work environment.

His rich experience in customer service, logistics, and healthcare roles positions him as a versatile candidate.
His motivation stems from his family, ensuring a solid commitment to career growth and job performance.

Mark is adept in the following: Booking management, lead conversion, customer inquiries, inbound/outbound calls, back-office
processing

CRM used:  Jarvis, KCI, K9 
Google Entreprise Proficient.
lead generation - 100 calls per day, phone and email 
Inbound/outbound calls

Predictive Index: Promoter

Strongest Behavior : 

• 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.
• 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 considering their point of view and adjusting delivery.
• Collaborative; usually works with and through others.
• Intuitive understanding of team cohesion, dynamics, and interpersonal relations.
• 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

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.
 

Jars is a performance-driven operations leader with 5+ years of supervisory experience in the business process outsourcing (BPO) industry, particularly in content moderation for social media platforms. 

• Successfully led a team of 12-20 content moderators handling live stream content moderation, where accuracy in flagging community guideline violations was mission-critical
• Work scope includes coaching team members, monitoring KPI metrics like accuracy, AHT (average handling time), and completion rate, and regular client calibration meetings
• He also worked as a Sales Associate for a telecommunications account and Healthcare Virtual Assistant for a U.S.-based clinic, managing appointment setting, calendar scheduling, and prescription refills
• Jars can start immediately

Tools Used:

• Client-provided software for moderation and tracking
• Lark (internal communications)
• RingCentral (VOIP for outbound/inbound calls)
• Hubstaff and Slack (time tracking and team communication)

PI Behavioral Profile: Adapter

Strongest Behaviors:

• Careful, detail-oriented, and follows a plan to avoid errors
• Friendly, socially focused, and values teamwork and shared goals
• Operationally efficient, focused on timely and accurate results

Behavioral Summary:
Jars exhibits a flexible and moderate behavioral range, allowing him to adapt based on the situation. He values structure but can deviate from it when necessary to achieve task completion. Though task-focused, he communicates empathetically and prefers a collaborative team environment. He can operate well under pressure and is likely to thrive in environments where quality and consistency are key. While adaptable, he may favor predictability and relies on clearly defined expectations for success.

Jan demonstrated strong communication skills and extensive experience in customer service, particularly within the IT services and Australian utility sectors. His background in hybrid customer-facing and technical roles positions him as a solid fit for the Technical Support Representative role. He comes across as articulate, confident, and highly adaptable, with a genuine commitment to customer satisfaction and service quality.

Work Experience & Technical Skills:

• He brings over 12 years of experience in the customer service industry, with approximately six to seven years specifically servicing Australian clients.
• His most recent roles were with companies in the managed IT services space, where he supported clients with basic troubleshooting, Office 365 management, device onboarding, and help desk operations.
• Though not a fully dedicated technical support agent, he consistently handled frontline troubleshooting, ticket triaging, and quality monitoring—demonstrating an ability to bridge both customer and technical needs effectively.
• He is particularly adept at managing end-to-end client concerns, from handling tickets and calls to investigating negative feedback and preparing management-level reports.
• His ability to grasp technical concepts and communicate them clearly to non-technical users is evident and well aligned with the expectations for the TSR role.
• He is able to start immediately. 

Predictive Index Behavioral Profile - Scholar

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.
• 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

Jan-Mer is a serious, introspective person and an analytical and disciplined thinker. Careful, thorough and very focused on their responsibilities.

This individual 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.

Geraldine has extensive experience in customer service, bookings, and team management. With over 15 years of customer service experience, including 4 years in remote roles, She has handled both inbound and outbound calls, managed client inquiries, and converted leads into sales. She previously worked in a related industry, scheduling bookings for home cleaning and laundry services, and has shown strong organizational skills in managing multiple bookings while avoiding scheduling conflicts.

She also held a team lead role, where she was responsible for overseeing performance, conducting call analysis, and creating action plans to address performance issues. Her responses indicate a methodical approach to resolving customer concerns, prioritizing active listening, validating customer feelings, and ensuring follow-ups to confirm resolution effectiveness.

Relevant Experience:

• Handled 25+ inbound and 10–15 outbound calls daily for a home cleaning and laundry service provider.
• Scheduled pick-ups and deliveries using CRM tools, balancing customer requests with route efficiency.
• Increased conversion rates by introducing additional services based on customer needs.
• Conducted call performance analysis and root cause analysis to enhance team efficiency.
• Developed action plans to improve call handling and ensure quality customer service.
• Skilled at diffusing difficult situations by validating customer concerns and providing effective resolutions.
• Ensured follow-ups to confirm the success of resolutions, demonstrating accountability and reliability.
• Proficient in using CRM tools for bookings and customer management (specific tools not named but similar to ServiceM8).
• Experienced in route planning and schedule optimization for service efficiency.

Predictive Index Behavioral Profile - Individualist

Strongest Behaviors

• 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.
• 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.
• Independent, analytical, critical, and creative thinking and action; little need for external validation before action. Private.

Behavioral Summary

Geraldine 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.

Amar brings over 14 years of extensive experience in the travel and hospitality industry, demonstrating exceptional customer service and leadership capabilities. Currently serving as the Assistant Center Manager at Teleperformance in the Philippines, she has a proven track record of driving team performance and enhancing operational efficiency.

Professional Experiences and Specialties:

• Leads and motivates advocates to meet client targets and metrics. Responsible for providing training, troubleshooting operational roadblocks, and conducting deep-dive analyses to improve service delivery and client satisfaction.
• Regularly prepares and presents weekly and monthly business reviews power point presentations, utilizing data analytics to provide insightful support and actionable intelligence on results.
•  Managed a team of agents handling bookings, reservations, changes, cancellations, and payment processing tailored to customer preferences.
•  Developed and implemented talent acquisition strategies to forecast staffing needs and enhance candidate experience during recruitment processes.

Key Skills and Competencies:

• Hard Skills: Strong background in customer service within the travel and hospitality sector.
• Soft Skills: Proficient in English, exceptional communicator, effective multitasker, adaptable to fast-paced environments, and a collaborative team player.
• Leadership and Management: Demonstrated leadership skills with training in Six Sigma Yellow Belt; adept at strategic planning, effective coaching, and facilitating meetings.

Certifications:

• Lean Six Sigma Yellow Belt
• Data Analytics
• Time Management
• Effective Coaching
• Strategic Planning
• 7 Effective Steps in Coaching
• Facilitating Effective Meetings

Tools Proficiency:

• Microsoft Suite (Excel, Word, PowerPoint, Teams, Outlook)
• Google Suite
• Slack
• Tableau
• NICE inContact

Amar is well-equipped with the skills to manage complex customer service operations and lead teams effectively in achieving business goals. Her comprehensive understanding of data analytics and process improvement underscores her capability to enhance operational outcomes in customer-centric industries.

She'll be available in 30 days notice.

Predictive Index Behavioral Profile - Specialist
 

• Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new people.
• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
• Operationally, as opposed to socially, focused. Thinks, in specific terms, about what needs to be done and how to do it accurately and flawlessly; follows, in a literal way, that execution plan.
• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.
• 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.

Amar 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 Amar, who takes responsibilities very seriously.
With experience and/or training, Amar 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 Amar 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.
A modest and unassuming person, works quite autonomously and decisively in their specialized area. When working outside of their expertise, they’ll look to management, written resources, or subject-matter experts for direction. Most effective and productive when working within the field of own specialty and experience, and prefers to stick to the proven way. If it becomes necessary to initiate or adopt change, Amar will need to see cold, hard, evidence to prove that the new way is more efficient, yields high-quality results, and is complete. In addition, Amar will carefully plan the implementation to minimize problems and maximize results.
Social behavior is reserved and accommodating. Will express themself sincerely and factually and is, in general, rather cautious and conservative in their style. Being very sensitive to criticism, they'll always try to make sure that the work is done right.

Kristine has a solid background in customer service, having worked as a Customer Service Representative. Her few tasks include attracting potential customers by answering product and service questions, suggesting best offers and providing information about other products and services and building productive trust relationships with customers.

She also has experience working as a Virtual Assistant in the real estate industry for 2 years. Managing email inbox processing and day-to-day tasks, Conducting research and documentation, Processing applications for new tenants, lease renewals, and vacating tenants, Conducted inbound and outbound calls. She possesses excellent communication and multitasking abilities.

Technical Expertise:

• Proficient in using MS tools, Slaesforce, slack

• Advanced skills as a Virtual Assistant.

• Proficiency in property management software (Property Tree, Inspection Manager, etc.).

• Experience in handling preventive maintenance and work order tracking.

Interpersonal Abilities:

• Strong customer service skills.

• Effective communication with renters, rental providers, and maintenance staff.

• Ability to manage and prioritize multiple tasks simultaneously.

Predictive Index Behavioral Profile - Adapter

Strongest Behaviors

• Assertive drive to accomplish personal goals by working around or through roadblocks. Communicates directly and to the point.

• With an ability to concentrate on the task at hand, is generally more focused on technical matters than social ones. Consistent and thoughtful.

• Task-focused; often notices and is driven to fix technical problems, cutting through any personal/emotional issues. In areas of interest, has the aptitude to spot trends in data or figure out how complex systems work.

 

Behavioral Summary

Kristine is a flexible individual who portrays a similar amount of each drive. At times, she may express certain motivational needs, and at other times those needs may be different.

Kristine Jade is likely equipped with a diverse behavioral range that provides adaptation from one situation to the next. She may desire to take the lead on a project but is also comfortable accommodating the desires of others and allowing others to assume control – provided the task gets executed correctly.

Jade has been working as a Customer service representative for almost 2 years in a BPO set up. Her few tasks include attracting potential customers by answering product and service questions, suggesting best offers and providing information about other products and services and building productive trust relationships with customers.

She also has experience working as a Virtual Assistant in the real estate industry for 2 years. Managing email inbox processing and day-to-day tasks, Conducting research and documentation, Processing applications for new tenants, lease renewals, and vacating tenants, Conducted inbound and outbound calls.

Technical Expertise:

• Advanced skills as a Virtual Assistant.

• Proficiency in property management software (Property Tree, Inspection Manager, etc.).

• Experience in handling preventive maintenance and work order tracking.

Interpersonal Abilities:

• Strong customer service skills.

• Effective communication with renters, rental providers, and maintenance staff.

• Ability to manage and prioritize multiple tasks simultaneously.

Predictive Index Behavioral Profile - Adapter

Strongest Behaviors

• Assertive drive to accomplish personal goals by working around or through roadblocks. Communicates directly and to the point.

• With an ability to concentrate on the task at hand, is generally more focused on technical matters than social ones. Consistent and thoughtful.

• Task-focused; often notices and is driven to fix technical problems, cutting through any personal/emotional issues. In areas of interest, has the aptitude to spot trends in data or figure out how complex systems work.

Behavioral Summary

Kristine is a flexible individual who portrays a similar amount of each drive. At times, she may express certain motivational needs, and at other times those needs may be different.

Kristine Jade is likely equipped with a diverse behavioral range that provides adaptation from one situation to the next. She may desire to take the lead on a project but is also comfortable accommodating the desires of others and allowing others to assume control – provided the task gets executed correctly.

Jade

Predictive Index Behavioral Profile - Adapter

Strongest Behaviors

• Assertive drive to accomplish personal goals by working around or through roadblocks. Communicates directly and to the point.
• With an ability to concentrate on the task at hand, is generally more focused on technical matters than social ones. Consistent and thoughtful.
• 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.

 

Behavioral Summary
Kristine is a flexible individual who portrays a similar amount of each drive. At times, she may express certain motivational needs, and at other times those needs may be different.

Kristine Jade is likely equipped with a diverse behavioral range that provides adaptation from one situation to the next. She may desire to take the lead on a project but is also comfortable accommodating the desires of others and allowing others to assume control – provided the task gets executed correctly.

• 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.

Predictive Index Behavioral Profile - Guardian

Strongest Behaviors

• 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

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