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Cashmer brings with him over a decade of progressive leadership experience spanning Business Development, Sales, and General Management across the UAE and the Philippines. Throughout his career, he has developed strong expertise in lead generation, cold calling, client networking, and pipeline management. His day-to-day responsibilities often began with reviewing sales pipelines, following up with existing customers, and monitoring ongoing projects to ensure smooth progress toward closure. Beyond frontline sales activities, he has also taken a strategic role in leading cross-functional teams composed of engineers and IT professionals, ensuring that client requirements were fully met through technical solutions such as BOQs and system adjustments.

He has extensive hands-on experience in closing high-value sales and managing transactions across B2B, B2C, and B2E markets, while also cultivating long-term relationships with key vendors and clients. Over the years, he has held senior leadership positions that highlight his career growth, including serving as General Manager at Alpha CB International from 2019 to 2022, Senior Business Development Executive at Thakral IT Services from 2017 to 2019, and Senior Sales Executive at Dynamic World Computers from 2014 to 2017. These roles allowed him to demonstrate both operational oversight and strategic business development capabilities, including revenue growth, client retention, and market expansion.

Cashmer’s strong educational foundation includes a degree in Computer Systems Design and Programming from AMA-CLC (2001–2003), further supported by his secondary education at St. Scholastica’s Academy. To complement his professional experience, he has earned certifications in Google Digital Marketing and HP Networking, both of which have enhanced his ability to merge technical knowledge with modern business development and digital sales practices. This blend of technical expertise, leadership experience, and formal training underscores his readiness to contribute to growth-oriented business development roles.

1. Career Highlights / Relevant Projects

• Successfully managed enterprise clients (10+ accounts), eventually delegating small accounts to a sales team he supervised.
• Consistently drove new business development, market expansion, and customer engagement strategies while maintaining existing accounts.
• Directed full company operations (sales, finance, strategic growth) as General Manager, overseeing long-term partnerships and revenue generation.
• Dealt with international clients, including Canadian and Australian accounts, and collaborated with distributors and vendors to deliver complete IT solutions.
• Actively engaged in sales forecasting, quota management, and project oversight, ensuring timely delivery and client satisfaction.

2. Skill Proficiency + Tech / Software Proficiency

• Strong sales and communication skills with expertise in B2B, B2C, and B2E sales management.
• Proficient in Salesforce CRM for lead and account management, Tally for accounting-related tasks, and Excel for reporting and sales tracking (daily pipeline updates, forecasts).
• Familiar with Monday.com project management platform and other digital productivity tools (calendar management, online collaboration).
• Demonstrates adaptability across analog and digital sales approaches, balancing traditional networking with modern digital lead generation.
• Recognized for creative design and digital marketing skills, with experience in content creation and collaborations with international brands

She can start immediately.

Predictive Index Behavioral Profile: Specialist

Strongest behavior:

• 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:

• Cashmer 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 Cashmer, who takes responsibilities very seriously.
• With experience and/or training, Cashmer 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 Cashmer 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.

• Cashmer is a highly experienced outbound sales professional with over a decade of hands-on B2B and B2C selling experience across the tech, digital marketing, and IT service sectors—making her a strong fit for full-cycle sales responsibilities.
• She has a proven track record managing cold outreach campaigns using LinkedIn, email marketing tools, SMS, and phone calls.
• Cashmer has worked in quota-driven environments and is confident prospecting and converting leads into long-term customers.
• She has a consultative approach to selling—prioritizing the customer's needs and providing value first over aggressive tactics, which aligns perfectly with mission-driven marketing/sales.
• In her prior roles as General Manager and Senior Business Development Executive, she was responsible not just for sales but for creating and refining sales systems, collaborating with leadership, and contributing strategically to business growth.
• She’s also familiar with pipeline ownership using CRMs like Salesforce and Tally, managing lead urgency, follow-up schedules, and performance metrics.
• Cashmer expressed strong interest in working with a purpose-driven company.
• She is confident, technically capable, and proactive—ready to start immediately, open to the AU shift, and amenable to part-time with the possibility of transitioning to full-time.

Strongest Behaviors:

• Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new relationships.
• Detail-oriented and precise; follow-through is deep and literal to ensure tasks are completed to standard.
• Cautious and by-the-book; follows established plans to avoid errors and bases decisions on researched evidence.
• Focused on operational excellence and efficiency; motivated by delivering accurate, timely work.

Behavioral Summary:

Cashmer is a highly conscientious and disciplined individual who approaches her work with thoroughness, care, and precision. She is exacting in her execution and relies on established systems, structured workflows, and clear expectations to perform at her best. Her reserved but sincere communication style makes her reliable and trustworthy in delivering high-quality, consistent output. She thrives in environments where accuracy, planning, and integrity are paramount—and her mindset is well suited to a structured, fast-paced remote sales operation.

• Mimi brings over seven years of cumulative experience in the BPO industry, with a strong focus on inbound and B2B sales within the telecommunications sector. This highlights her ability to work with targets, upsell products, and manage customer relationships effectively
• In her most recent work, she handled voice-based international sales.
• Mimi also holds a Bachelor's Degree in Computer Science.
• She is looking for a full-time role and can start immediately.
• Predictive Index Behavioral Profile - Artisan
• Strongest Behaviors
• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
• 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.

Manuel is a motivated, versatile professional with a well-rounded background in BPO customer service and freelancing, focused on outbound sales and lead generation. With nearly a decade of experience, he has transitioned smoothly between structured corporate environments and fast-paced freelance engagements.

Manuel brings 7+ years of relevant work experience in customer service, outbound sales, and lead generation across both BPO and e-commerce industries.

• Worked in Philippine-based BPO firms from 2016 to 2022, handling both inbound and outbound calls for telco and utility clients, including debt collection and billing concerns for a U.S.-based cable and internet provider.
• Handled global customer base (U.S., Canada, UK, Australia, New Zealand) as a CSR and sales support for an online store selling therapeutic electronic devices.
• Engaged in lead qualification and outreach for a US-based business acquisition team, researching small businesses and verifying ownership information via cold calls and follow-up emails.
• Outbound Sales Experience: As a remote CSR for an e-commerce business, Manny routinely upsold complementary health devices by proactively calling existing customers and gauging satisfaction.
• Lead Generation: Most recently worked as an outreach specialist for a business-buying group.
• He conducted cold outreach to business owners and gatekeepers, verifying data and coordinating lead handoffs for proposal meetings.

• Monday.com, Zoom, and Surfshark VPN
• Familiar with domain management via GoDaddy

PI Behavioral Profile: Venturer

Strongest Behaviors:

• Independent, analytical thinker who prefers to act based on their own decisions with minimal need for validation.
• Assertive and goal-oriented; cuts through obstacles quickly to reach outcomes.
• Direct communicator with high urgency, often pushing self and others to deliver rapid results.

Behavioral Summary:
Manuel is a self-starting, ambitious professional who thrives on challenge and responsibility. He is energized by new ventures, open to taking risks, and motivated by goal achievement. His preference for autonomy and fast-paced decision-making makes him ideal for entrepreneurial environments or early-stage business teams. His candid and authoritative communication style, paired with his adaptive mindset, supports effectiveness in roles where proactivity and execution are key.

Yolanda is a proactive and people-focused Lead Generation and Strategic Outreach Assistant with relevant experience in client engagement, database management, and email/DM outreach. She has supported industries such as real estate and offshoring services, and is now excited to contribute to the wellness and personal development space. Her thoughtful approach to lead qualification and follow-ups, combined with her adaptability and strong communication style, make her a promising fit for outreach roles requiring both empathy and strategy.

• Conducted lead generation and strategic outreach for real estate investors, wholesale buyers, and offshoring clients—creating personalized emails and DMs to secure collaborations and virtual assistant partnerships.

• Successfully managed lead lists using tagging and prioritization strategies, ensuring timely follow-ups and organized outreach pipelines.

• Delivered customer-centric communication by adjusting message tone and structure based on the recipient’s needs and industry, using tools such as AI-assisted drafting to maintain professionalism and warmth.

• Engaged with Australian and U.S.-based clients in previous roles, showcasing cultural familiarity and strong written and verbal communication.

• Demonstrated interest in wellness and human-centric businesses, expressing both a personal and professional alignment with the client’s values and audience.

Skill Proficiency: Lead research, outreach messaging, follow-up cadence, lead list management, client communication, meeting brief preparation, inbox coordination, and calendar scheduling.

Tech / Software Proficiency: Calendly (basic use), Gmail, Google Workspace, Facebook outreach, LinkedIn (basic familiarity, open to training), AI writing tools (e.g., ChatGPT), and basic CRM functions.

She is available to start immediately. 

Predictive Index Behavioral Profile: Guardian

Strongest Behaviors: 

• 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.

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

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

Tools & Software:

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

Strongest Behaviors:

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

Behavioral Summary:

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

Customer Service & Sales:

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

Administrative & Virtual Assistance:

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

Technical Proficiency:

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

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

Christylyn is a very conscientious person, particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within own area of expertise.

Reserved, serious, and always concerned with the exact correctness of the work. Self-discipline, sense of duty, and respect for authority and tradition are strong qualities in Christylyn, who takes responsibilities very seriously.

• 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.

• 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.

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.

• 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

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

• Telecommunications
• Insurance
• Legal Services

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

Skills:

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

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

Profile: Scholar

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

Jari brings over a decade of well-rounded experience in customer-facing roles within the business process outsourcing (BPO), telecommunications, and tech support industries. His most recent experience includes a freelance SDR role in the consulting industry, where he handled lead generation, prospecting, and appointment setting. Prior to that, he held a long-term position as a Sales Account Executive in the telecommunications sector, where he was responsible for end-to-end sales cycle management, client consultation, and strategic sales execution. Notably, he led a high-impact project focused on accelerating sales conversions through a one-call close approach.

He has the ability to handle different communication channels to ensure generating quality leads and prospects and he's skilled in Sales and Support to achieve the best interest of Company and Client.

He was a B2B Sales Account Executive in RingCentral for 5 years where he's responsible for:

• selling and managing a complete range of RingCentral products and services

• implementing of sales strategy though comprehensive understanding of the sales process and development of consultative selling skills

• lead identification, qualification and sales pipeline management

• management of sales life cycle from lead generation to close

Predictive Index Behavioral Profile - Individualist

Strongest Behaviors: 

• Risk-taking, daring, and focus on future goals; this individual is more concerned with where they’re going than either how they’ll get there, or where they’ve been. Adaptable, operates flexibly.

• Task-focused; quickly notices and pushes to fix technical problems, assertively cutting through any personal/emotional issues. Has aptitude to spot trends in data or figure out how complex systems work.

Behavioral Summary:

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

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

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

• He has thirteen years of progressive experience in Sales, B2B Account Management, and Customer Support.
• He has the ability to handle different communication channels to ensure generating quality leads and prospects and he's skilled in Sales and Support to achieve the best interest of Company and Client.
• He was a Sales Account Executive in RingCentral for 5 years where he's responsible for:
  • selling and managing a complete range of RingCentral products and services
  • implementing of sales strategy though comprehensive understanding of the sales process and development of consultative selling skills
  • lead identification, qualification and sales pipeline management
  • management of sales life cycle from lead generation to close

• Abi has been working for almost 5 yeras in the Property Management/Real-Estate, Automotive and Business Process Outsourcing handling accounts for telecommunications and financial services where she handled and performed roles such as Property Specialist, Car Sales Marketing and Customer Service Representative. 
• She was exposed to the following tasks:
  • Phone Support - Inbound and Outbound Calls
  • Customer Service
  • Technical Support
  • Email Support
  • Sales
  • Administrative tasks
• She has also done booking calls and appointment for sales tema 
• She also do researching for contact details and target market for prospect leads 
• She is proficient in using tools such as MS word, Infor CRM excel, avaya, monarch, google sheet, any microsoft tools, skype, zoom, outlook, zendesk, atlast, fineesse and samson.
• She can start ASAP, amenable to working any shifts and open to any ful-time or part-time roles.

• 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.

• 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.

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

• Lemuel brings with him more than a decade of extensive experience in both the BPO and healthcare sectors. Throughout his career, he has assumed diverse roles such as Technical Support Representative, Virtual Assistant, Sales Representative, and Customer Service Representative. Within these capacities, he managed accounts spanning various industries, including telecom, medical insurance, and mobile applications. His primary focus has revolved around serving clients in the United States, the United Kingdom, and Australia. Notably, Lemuel's accomplishments include his role as a Subject Matter Expert, where he assisted agents by sharing his deep product knowledge. He is adept at performing the following tasks:

  • Troubleshoot mobile phones and provide mobile phone repair options
  • Help and provide support to general queries about the product
  • Arrangement of flight or hotel accommodation
  • Take over supervisory tasks and lead the team in process-related duties
  • Handles multiple Doctors and Practitioners
  • Support appointments via SMS/email/calls
  • Support online treatment classroom and meeting
  • Account management and payment-related query support
  • Educate customers about insurance policy
  • Handles Billing, refunds, and disputes

• He is proficient in using tools such as Agent CRM, AMR,  Gmail, Google Sheets, Google Calendar, Zendesk and Microsoft Office (Word and Excel).

• Lemuel is available to start immediately and is amenable to working any shift for any full-time or part-time position.

Predictive Index Behavioral Profile - Artisan

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 a calm, methodical manner even when setbacks occur.
• Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat.”

Behavioral Summary

Lemuel is thoughtful, disciplined, and particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within their area of expertise. Works at a steady, even pace, leveraging their background for the betterment of the team, company, or customer. With experience and/or training, they will develop a high level of specialized expertise. Serious and dedicated to the job and the company. Their work pace is steady and even-keeled, and they’re motivated by a real concern for getting work done thoroughly and correctly. Discipline and circumspect thinking will lend caution to their decision-making; Lemuel plans ahead, double-checks, and follows up carefully on decisions and actions.

• Kakay, a non-practising nurse and licensed financial advisor, has worked in the pharmaceutical, local government unit, online educational institution, and insurance industries for over 20 years, handling and performing roles such as Financial Advisor, Executive Assistant, ESL Tutor/teacher, Corporate Nurse, HR Personnel, Public Information Officer, Staff Nurse, and Medical Representative. She has a Bachelor of Science in Nursing. She has served local customers.
• She was exposed to the following tasks: 
  • Sales 
  • Phone Support
  • Email Handling
  • Calendar management 
  • ESL Teaching
  • Payroll
  • Customer Service
  • Client Relations
  • Administrative tasks 
• As a Financial advisor, her tasks are:
  • Offer Financial Services to clients for life and health insurances, investments, property and motor security as well as personal accident insurances.
  • Conducts Financial Needs Analysis for interested clients and companies.
  • Handles and maintain clients and companies
    policies while in force.
• She is proficient in using tools such as Salesforce, Google apps and MS tools.
• She can start ASAP and open to any full-time or part-time roles.

Predictive Index Profile - Guardian

Strongest Behaviors

• 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 were completed in accordance with quality standards.

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. Charity will depend upon professional training, their own experience, or management leadership, to provide those standards and the structure needed for their work.

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

• Ron has been working for almost 3 years in the Transportation Campaign, Business Process Outsourcing handling healthcare and mortgage accounts where he handled and performed roles such as Medical Billing Specialist, Collection Representative, Sales Representative, Customer Service Representative and Account Receivable Specialist, He has an experience dealing with global clients.
• He was exposed to the following tasks:
  • Phone Support - Inbound and Outbound Calls
  • Customer Service 
  • Billing 
  • Process payments
  • Sales
  • Administrative tasks
• When he was working in the Healthcare  company he was tasked to do the following:
  • Assist patients, attorneys, and insurance companies regarding hospital bills
  • Answer clients’ billing questions
  • Researching and resolving account discrepancies
  • Verifying insurance coverage and eligibility for patients
  • Following up on claims
  • Maintain accurate and up-to-date records of all patient information, procedures, and payments
  • Managing insurance claims to ensure they are processed and paid in a timely manner
• He is proficient in using tools such as Avaya, CRMs, Avility, Provider Portal, Simply pay, Ringcentral, Google apps and MS Tools.
• He can start ASAP, amenable working any shifts and open to any full-time or part-time roles.

• 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.

• 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.

Ronnel is a warm, informal, outgoing, and congenial person who gets along comfortably with most people, meets new people easily and enjoys doing so, and works as well in group situations as well as one-on-one. A persistent, eager helper; has the kind of comfort with intangibles required to do work requiring an intuitive understanding of others’ viewpoints and feelings.

This individual is able to reach and stimulate others while being aware of and sympathetically interested in their needs. Unselfish and derives satisfaction from doing things for other people and being liked and appreciated by them for doing so.

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

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

• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.

Eiza is a very conscientious person, particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within own area of expertise.

Reserved, serious, and always concerned with the exact correctness of the work. Self-discipline, sense of duty, and respect for authority and tradition are strong qualities in Eiza, who takes responsibilities very seriously.

With experience and/or training, Eiza will develop a high level of specialized expertise and efficiency. Disciplined and dedicated to the job and the company. Work pace is somewhat faster-than-average, and Eiza is motivated by a real concern for getting work done on time and correctly. Discipline and circumspect thinking will lend caution to decision-making; plans ahead, double checks, and follows up carefully on decisions and actions.

• Aubrey finished a degree in Marketing Management. She has worked for almost two years in the BPO industry as a Cold Caller and as a Customer Service Representative/Sales Representative.
• She handled various accounts such as health insurance, car insurance, real estate, and telecommunications.
• She has provided customer service and technical support through inbound and outbound calling.
• Overall, she was exposed to the following tasks:
  • telemarketing
  • cold calling
  • customer handling
  • lead generation
  • upselling
  • data entry
• She is proficient with the following software/tools:
  • Microsoft Office/365 - Outlook, Teams
  • Google Docs, Spreadsheets
  • Salesforce
  • Trello
  • Asana
  • Aircall
• She is available to start immediately and is amenable to work at any time zone.

• Attention to detail; follows through on tasks to ensure completion in general accordance with quality standards.
• Drive to protect the company against risk by doing things in general accordance with established standards.
• Operationally, as opposed to socially, focused. Thinks about what needs to be done, and how to do it well, and generally follows that execution plan.

Aubrey Kaye 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.

In most circumstances, she 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, her behavior may come across as challenging the status quo, and at times, she is comfortable following the rules.

• Karl finished a bachelor's degree in information technology. In his college days, he once experienced spending his short vacation to take on a part-time job while waiting for the second semester to commence. For three months, he has maximized his time to earn money while working as an Usher/Porter in a local retail company. It is where he started providing customer service.
• He is married with 2 kids.
• He formally started his career as a Technical Support Representative where he has provided customer support through inbound and outbound calling.
• He has catered to clients in the US and Canada.
• He was also exposed to sales in offering products to the customers.
• He was awarded as a top performer.
• He is proficient in the following tools:
  • CRM - Microsoft Dynamics CDAX
  • VoIP - Genesys Cloud
  • Remote Tool - Rescue+ App
  • Sales Tool - Global Newton
  • Microsoft Office (Excel / Word / PowerPoint / Outlook )
• He is available to start immediately and is amenable to work in any time zone for any full-time or part-time positions.
• Karl is one of our previous RemoteCon. 

• 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.
• 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.
• Generally takes each day as it comes, greeting it with few worries and relaxed demeanor, particularly if there’s some predictability involved.

Karl is independent and individualistic in thinking and behavior. He has strong ideas and opinions and expresses them with confidence and certainty.

Having a willingness to take risks, he 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, Karl 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.

• Anne acquired a degree in Information Technology and landed Sales Coordinator roles in local food equipment and chemical companies. She has 7 years of collective experience in performing the following:
  • Coordinating training and scheduling for up to 60 sales staff
  • Maintaining supplies of sales presentation materials
  • Preparing proposals, sales orders, and quotations
  • Monitoring sales and budget
  • Answering  queries via telephone, email, and messaging app
• She is a Civil Service Passer at the Professional level in the country.
• She is adept with SAP Business One, NetSuite, Microsoft Office Apps (Word, Excel, PowerPoint, Outlook, Teams), Google Suite (Document, Spreadsheets, Calendar, Drive) Adobe Photoshop, Zoom, and Skype.
• She can start immediately.
• She is amenable to working in any shift, preferably part-time. 

• 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.

Marry 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.

With experience and/or training, Marry Anne 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 Marry Anne 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.

• Tracy has been working for 7 years. She is a Registered Nutritionist-Dietitian. She started her career in fast food as an Operations Manager and Corporate Dietitian in consulting services. In 2018, she realized her passion in Sales and marketing. She shifted to a shared services and landed roles such as Sales Operations Associate and Account Manager, CRM Operations Team Leader for a healthcare business through an outsourcing company, and presently, as a Virtual Assistant in an RPO. To further equip herself, she took up a Master in Business Administration - Strategic Marketing Management which she completed last 2022.
• Throughout the years, Tracy became proficient with the following:
  • Lead conversion and generation through FB, IG, and LinkedIn
  • Telemarketing
  • Account management
  • Sales retention
  • Client relations
  • Email marketing
  • CRM Marketing Funnel
  • SOP creation and improvement
  • Marketing strategy implementation
  • Sales generation
  • Cold Calling
  • Administrative tasks
• In a day she has target of 240 leads to contact and she was able to convert 30 percent to set an appendment and 10 percent business deals 
• One of her significant achievement was that she was able to secure a multiple long partnership with one of their big clients 
• She is also a Certified Agile Associate, Certified Automation Professional, and Certified Process Analyst by Lexis Nexis.
• She used a variety of applications and software like Salesforce, Asana, Trello, Amazon Connect, Later.com, Canva, Microsoft Office Apps, Google Suite, Sales Navigator, WordPress, MailChimp, SAP, Shopify, WorkCast, Reckon One, ZigPoll, Monday.com, and Social Media Platforms: YT, FB, IG, LinkedIn.
• She can start as soon as possible
• She is amenable to working the day shift, preferably for a full-time role.

• Maylee has been working for almost 7 years in the business process outsourcing industry handling telecommunications and travel accounts where she performed the following roles:
  • Senior Associate /Travel Expert
  • Travel Consultant
  • Subject Matter Expert
  • Quality Analyst
  • Customer Service Representative
  • Sales Representative
  • Billing Representative
• She handled travel accounts for almost 6 years where she handled the following tasks:
  • Ticketing and reservations
  • Booking
  • Handle corporate travels
  • Process re-accomodation, schedule changes, cancellations and refunds
  • General customer service
• She consider herself as an expert using Sabre native and Red, Amadeus and farelogix.
• She can is currently rendering, can start by May 30 onwards, amendable working any shifts and open to any full-time or part-time role.

• Places high value on “the book,” and/or professional background, which will be followed exactly to protect the company against risk.
• Very cautious and conservative; faithfully follows a well-established, well-proven plan to ensure success; will generally not act without one. Does the homework before taking action, will find supporting proof and verify it.
• Detail-oriented with perfectionist tendencies; works best with a well-defined, proven team for which this individual can produce thorough and high-quality work and decisions based on solidly quantifiable data.

• Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new people.

Maylee 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 Maylee, who takes responsibilities very seriously.

With experience and/or training, Maylee 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 Maylee 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.

• Geric has 8 years of comprehensive experience in customer service and sales within industries such as real estate, telecommunications, finance, e-commerce, and technology.
• His recent roles include Inside Sales Agent for a real estate services company, where he successfully generated leads, maintained client databases, and invited prospects to events.
• Additionally, he worked as a Sales Development Representative in the skincare industry, handling both inbound and outbound calls while nurturing client relationships and updating CRM systems.
• Career Highlights
• Awarded "Top Agent" globally at a telecommunications company within his first year, demonstrating exceptional performance in a competitive environment.
• Promoted to Subject Matter Expert at a business process outsourcing firm, reflecting his leadership skills and in-depth product knowledge.
• Received a site-wide Top Performer award at a financial institution, highlighting his ability to consistently exceed sales and customer satisfaction targets.

• Raymon has been working for 8 years now. He has gained confidence in supporting the following:
  • email marketing
  • outbound calling 
  • appointment setting
  • sales development
  • lead generation
  • team management
  • customer support
• Presently, he is doing a B2B campaign where he directly reaches out to CEO or decision-makers in various companies in the US such as in the IT and real estate industries.
• In doing lead generation, he has been keen with all the information uploaded in the CRM. He ensures that details in the database are accurate and updated.
• He is able to generate 100 leads per day.
• He is proficient in using Hubspot, LinkedIn Sales Navigator, Salesforce, Apollo.io, Zoominfo, Microsoft Office and Google Workspace.
• He can start immediately.

• Connecting very quickly to others, strongly motivated to build and leverage relationships to get work done. Openly and easily shares information.
• Proactivity, assertiveness, and sense of urgency in driving to reach personal goals. Openly challenges the world.
• Independent in putting forth their own ideas, which are often innovative and, if implemented, cause change. Resourcefully works through or around anything blocking completion of what they want to accomplish

Behavioral Summary

Raymon is an engaging, stimulating communicator, poised and capable of projecting enthusiasm and warmth, and of motivating other people.

Has a strong sense of urgency, initiative and competitive drive to get things done, with emphasis on working with and through people in the process. Understands people well and uses that understanding effectively in influencing and persuading others to act.

• Angel has a 5 years professional work experience in the BPO industry handling Insurance, Healthcare, Financial, Sales and Leasing account where she supported the following roles:
  • Telemarketing
  • Lead Generation
  • Appointment Setting
  • Inbound and Outbound phone support
  • Sales and Retention
  • Warm and Cold calling
  • B2B  and B2C Campaign
  • Customer handling
• She have an experience handling clients from Australia, UK, US, New Zealand and South Africa.
• Excellent comms skills.
• She's passionate in sales, was recognized as the top performer of the year and was promoted to a Team leader position.
• She is available to start immediately. Also, open for full-time.

• Strongly venturesome in taking risks and focusing on the future; almost exclusively concerned with where they’re going rather than either how they’ll get there, or where they’ve been. Very adaptable; solves problems as they occur rather than through advance planning.
• Makes decisions and takes action, even when there’s an absence of proof confirming their decision. Comfortable operating outside of traditions, Angel Rose pursues strongly innovative ideas, even in the face of failures or popular opposition.
• 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.

Angel Rose 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.

• Ruby has 10 years of relevant work experience catering to clients in the US. She has 8 years of experience in Sales and 3.5 years of experience doing lead generation with Medical and Real Estate Industries. She has strengthened her capabilities in customer service and sales by supporting the following tasks:
  • lead generation/lead mining
  • lead research 
  • outbound calling
  • appointment setting
  • calendar management
  • B2B and B2C campaign
  • email and chat support
• She can do 100 leads per week and can successfully place 3-5 confirmed appointments
• She has experience with Google Suite, Microsoft Office, LinkedIn Sales Navigator, Sales Intel, RingCentral, Zoom Info, and HubSpot
• She can start immediately.

Strongest Behaviors

• Socially-focused, generally empathizes with people, seeing their point of view or understanding their emotions. Positive communication.
• Friendly and service-oriented; drives for the “greater good” rather than individual goals. Promotes teamwork by sharing authority.

Behavioral Summary

• Paul has 20 years of collective experience in customer service and sales and marketing. While waiting for his degree in AB English, he applied to and got hired by a BPO where he started as an agent. Eventually, he got promoted to Supervisor. He progressed and became a Manager in the other companies he's been with. Fast forward to 2017, he was introduced to freelancing and was hired in businesses based in the US and UK. In his employment, he was able to provide his expertise to employers and clients within the financial, IT, and insurance industries where he performed the following:
  • Inbound and outbound sales
  • Content marketing
  • Social media management
  • Lead generation
  • Email marketing
  • Call center management
  • Business development
  • Appointment setting
  • Customer service
  • Telemarketing
• For lead generation, he utilized LinkedIn Sales Navigator along with other social media platforms such as Facebook and Instagram. 
• As a leader, he used to manage 10+ team supervisors and more than 150 agents.
• Paul is proficient with Slack, Zendesk, Zoho, HubSpot, Salesforce, Mailchimp, Mailshake, Microsoft Office Applications (Word, Excel, PowerPoint, Outlook, Teams, Trello), Monday.com, Jira, Apollo.io, and LinkedIn Sales Navigator.
• He can start immediately and prefers full-time, morning, or mid-shift roles.

• May has been working as a Customer Service Representative at a Business Process Outsourcing Company for about 5 years. Her accounts include telecoms, home security, retail, cable, and phone services. She gained experience working with clients from Australia, the United States, Germany, and Canada.
• She was exposed to the following tasks:
  • Technical Support 
  • Phone Support - Inbound and Outbound calls 
  • Customer Service
  • Outbound Sales
  • Chat and Email Support
• She is proficient in using tools such as MS Excel and CSS ~ CRM, Citrix and Zendesk. 
• She can start ASAP, amenable to work any shifts and open to full-time or part-time roles.

• 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.

• Proactively connects quickly to others; open and sharing. Builds and leverages relationships to get work done.
• Comfortably fluent and fast talk, in volume. Enthusiastically persuades and motivates others by considering their point of view and adjusting delivery.

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, May ann 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. May ann gets along easily with a wide variety of people.

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