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Christylyn is an experienced virtual assistant with a strong background in customer service, sales, and administrative tasks. Her experience spans various industries, including e-commerce (Shopify), medical billing, healthcare services, and insurance sales. She has demonstrated adaptability in handling different roles, particularly in outbound sales and customer interactions.

Work Experience & Skills:

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.

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.
• 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

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.

Patz has 12+ years of professional experience, primarily in the BPO industry, specializing in workforce management and customer service operations. Starting as a Customer Service Representative, they earned several accolades, including the "Sweet Talk Award" for excellent customer engagement. Progressing through roles such as Service Tier Mentor, Mission Control Analyst, and Scheduling Analyst, Patritze has developed a strong expertise in real-time monitoring, capacity planning, and staff management. Currently serving as an Assistant Manager for Workforce Management, Patritze leads a team responsible for performance monitoring and operational efficiency across multiple accounts.

• Supervisory experience overseeing Mission Control and Scheduling Analysts.
• Expertise in workforce tools such as Aspect eWFM, eRTA, and IEX.
• Demonstrated success in maintaining KPIs like AHT, CSAT, and QA.
• Leadership in adapting staffing models to client requirements and optimizing efficiency.

Patz's ability to enhance team performance and ensure operational excellence is evident in their accomplishments:

• Transitioned to elite customer accounts due to exceptional performance.
• Managed staffing requirements and ensured SLA adherence through robust scheduling and adherence strategies.
• Played a pivotal role in procedural and operational improvements within the workforce management domain, ensuring higher team productivity and client satisfaction.

Skill Proficiency + Tech/Software Proficiency

He possesses advanced skills in workforce management platforms and tools:

• Proficient in Microsoft Office (Excel, Word, Outlook) and workforce management systems (Aspect, IEX).
• Strong analytical and troubleshooting skills for software and hardware systems, complemented by operational insight for internet browsers and Windows OS.
  These skills have been consistently applied to enhance workflow efficiency and reporting accuracy.

Work Availability / Schedule Specifics

He is currently employed and he is available to work after 2 weeks notice

Collaborator - The Predictive Index

Joji has over five years of relevant experience in electrical estimating and drafting, having worked within the construction and engineering sectors, catering primarily to Australian clients. He gained comprehensive training in electrical estimation standards through his previous role at a BPO that focused on engineering support services. During this time, he developed expertise in drafting, cost estimation, and quantity takeoffs using software tools like AutoCAD, Groundplan, and Excel. His freelance experience since 2018 has further strengthened his skills, working directly with clients on a range of projects from residential to commercial developments.

Joji’s projects often required him to adapt to client-specific standards, leveraging his proficiency in various tools to deliver accurate and competitive estimates. His ability to handle software like SimPRO and estimating platforms such as Estimate One enhances his alignment with the client's needs.

• He successfully completed electrical estimation for diverse projects, including residential developments, restaurants, and commercial spaces, ensuring adherence to Australian electrical standards.
• He demonstrated flexibility by integrating various client-specified templates and software, highlighting adaptability and client focus.
• He maintained a high win rate for bids, credited to his detailed and precise estimation process.

Skill and Software Proficiency:

• Proficient in Simpro, Groundplan, AutoCAD, and Estimate One; extensive experience with Excel for detailed takeoffs and cost breakdowns.
• Skilled in interpreting project plans, liaising with suppliers, and preparing comprehensive bid packages.
• Demonstrates a strong grasp of Australian electrical standards, ensuring compliance and precision in project execution.

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.
• 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

Jojimar 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 him, who takes responsibilities very seriously.

With experience and/or training, he 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 he 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.

Charis is a highly skilled Registered Electrical Engineer with seven years of professional experience in project and account management within the renewable energy, power, and construction industries. With a strong background in solar PV design, data analysis, and process improvement, Charis combines technical expertise with certifications like Lean Six Sigma Yellow Belt to optimize workflows and achieve cost efficiency. Her proficiency in utilizing advanced tools such as HelioScope, PVSyst,  ACAD, SCADA, Systemhub, Netsuite, Work Buddy, ASCORA, EAM and ADMSCAD, and NetSuite further showcases her capability to drive projects from conception to completion.

• She has extensive experience leading technical and operational tasks across various industries, including renewable energy systems, solar PV after-sales support, and electrical distribution utilities.
• She successfully contributed to a $152M LNG project and delivered exceptional results through project risk management, team supervision, and quality assurance.
• She held roles such as Electrical Estimator, Technical Support Engineer, Team Leader, and Key Accounts Manager.
• She has certifications include Lean Six Sigma Yellow Belt and specialized training in electrical construction and safety protocols, such as "Incident and Injury Free" and "Working Safely at Heights".
• She is available to start immediately

Skills + Technical Proficiency:

• Her core competencies include project management, renewable energy systems, solar PV design, and risk management.
• She is proficient in system software, including NetSuite, System Hub, CAD, HelioScope, Work Buddy, ASCORA, EAM and CRM platforms.
• Demonstrated ability to analyze and interpret project financials, ensuring profitability and operational efficiency.

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.
• 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

Charis 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 Charis, who takes responsibilities very seriously.

With experience and/or training, she 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 she 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.

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.

Froilan is an accomplished Sales and Business Development Specialist with over 4 years of experience in client acquisition, cold calling, and revenue growth strategies. He has excelled in logistics and SaaS industries, demonstrating proficiency in driving qualified leads, fostering client relationships, and utilizing CRM tools to optimize sales processes. His expertise in outbound prospecting, coupled with his ability to implement targeted outreach strategies, has consistently resulted in measurable success in increasing client engagement and retention.

• He successfully generated a 30% increase in qualified leads through cold calling, email campaigns, and social selling techniques.
• He collaborated with internal sales teams to achieve a 25% increase in client retention and engagement.
• He proficiently utilized CRM tools to analyze customer interactions, identifying insights to drive revenue growth.
• He prospected B2B leads to introduce a capacity procurement platform.
• He achieved measurable results through cold outreach and appointment setting.
• He displayed analytical skills in utilizing CRM software for performance tracking and optimizing processes.
• He is able to start immediately.

Skills and Tools Proficiency:

• Sales and Communication Skills: Cold calling, email campaigns, and social selling techniques.
• CRM Expertise: Hands-on experience with tools for tracking customer interactions, optimizing pipelines, and analyzing sales trends.
• B2B Prospecting: Successfully executed SaaS outreach and appointment-setting initiatives.

Predictive Index Behavioral Profile - Individualist

Strongest Behaviors

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

Behavioral Summary

Froilan 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.

Shanine is an experienced Graphic Designer with four years of professional experience in graphic design, specializing in social media graphics, logo creation, brand guidelines, EDMs, brochures, and billboards.

• She is proficient in Adobe Creative Suite, including Photoshop, Illustrator, InDesign, and After Effects, and has two years of experience with Premiere Pro and After Effects.
• Additionally, she is familiar with Canva, CapCut, and MailChimp, showcasing her versatility in both static and motion design, as well as email marketing tools.
• She has worked with various clients in different industries, including furniture retail and construction branding, demonstrating her ability to adapt her designs to different brand identities and target audiences.
• One of her notable achievements was creating a minimalist social media campaign for a furniture seller, which received positive client feedback and was shared across a larger network.
• In handling creative challenges, Shanine has shown resourcefulness and problem-solving skills by researching trends and alternative design solutions when faced with minimal client input or unclear requirements.
• She ensures brand consistency by adhering to brand guidelines, typography, and color schemes, making her designs aligned with the company’s identity.
• Portfolio Link: Shanine's Portfolio
• She is able to start immediately

Predictive Index Behavioral Profile - Operator

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.
• 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.”

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. Shanine Joy 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.

Christian has over 5 years of experience as a Full-Stack Web Application Developer, with hands-on exposure to both frontend and backend technologies.
He has proven experience developing custom web applications, e-commerce platforms, quoting/reporting systems (e.g., for elevator components), stock portfolio management systems and casino game APIs.
As a developer, he experienced working with foreign clients (particularly Australian) for more than 3 years in both in-house and freelance settings.
His technical proficiency include:

• Backend Development: Expert in PHP (Laravel, Vanilla PHP), MySQL, MariaDB (basic experience), with advanced skills in database schema design, payment integration and API development.
• Frontend Development: Skilled in Vue.js, jQuery, JavaScript and familiar with React
• DevOps & Tools: Comfortable working in AWS (EC2, server setup, deployment), uses Docker for containerization and version control with Git

His development skills include:

• Strong in end-to-end project delivery — from requirement gathering, database design, to deployment
• Experienced in both ground-up development and maintaining legacy systems
• Leads development efforts and can work independently or collaboratively
• Follows phased development with MVP-first approach
• Participates in project planning and setting realistic timelines; communicates proactively if adjustments are needed.

He is available to start immediately.

Paul Andrew is a licensed Civil Engineer with 10 years of professional experience in the construction and engineering sectors, including significant exposure to Australian projects. He has demonstrated expertise in roles such as Production Estimator, Quantity Surveyor, and Site Engineer, contributing to industries like telecommunications, residential construction, and commercial infrastructure. His proficiency in project management software such as AutoCAD, Databuild, and Businesscraft, coupled with his experience working with Australian construction standards, makes him a standout candidate for global engineering projects.

• 10 years of relevant experience in civil engineering, cost estimation, and project supervision.
• Significant tenure at an Australian-based construction firm, AHB Group, as a Production Estimator. Responsibilities included preparing accurate bills of quantities, submitting margin reports, coordinating with site managers, and ensuring adherence to Australian construction standards.
• Expertise in construction estimation and quantity surveying, ensuring precise and efficient project execution.
• Licensed Civil Engineer with advanced training, including STAAD Pro, RCDC, and Building Information Modeling (BIM 100).
• Provided critical support for Australian housing projects, ensuring material specifications, compliance, and smooth coordination with suppliers and stakeholders.
• Delivered cost-effective and accurate project estimates using advanced tools like Databuild and Businesscraft tailored for Australian market requirements.
• Spearheaded communication with Australian site managers, addressing on-site issues and managing project progress to meet deadlines and quality benchmarks.

Skill Proficiency

• Advanced knowledge of AutoCAD, AutoDesk Design Review, and Australian-focused tools such as Databuild and Businesscraft for design validation and estimation.
• Proficient in construction project management, including bill preparation, material procurement, and site coordination under Australian construction protocols.
• Strong organizational and planning skills, ensuring seamless collaboration across multi-cultural teams and stakeholders.

Paul Andrew is currently employed and can start after 1 week of notice period.

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.

Erica has 5+ years of relevant experience in lead generation, business development, and sales enablement roles across the IT and consulting industries. Her drive for performance is palpable, reflected not only in her extensive remote work experience but also in her ability to independently build lead databases from scratch and handle multiple markets such as the Philippines and Singapore.

• Successfully created and maintained prospecting databases using platforms like Apollo.io and LinkedIn Sales Navigator.
• Handled end-to-end sales cycles—from data scraping and outreach to deal closure and post-sale coordination.
• Introduced cold outreach automation workflows and played a key role in nurturing leads with minimal marketing support.
• Demonstrated agility by adapting to both startup and corporate environments, showcasing her ability to independently drive pipeline growth in ambiguous or evolving structures.
• She can start immediately

Skill Proficiency + Tech / Software Proficiency

• Lead Generation:  Linkedin Sales Navigator, Apollo.io, Lusha, and LeadScraper
  Sales Enablement and CRM Management: Salesforce, HubSpot, and GoHighLevel in past roles.
• Project & Task Coordination: Familiar with Slack, Notion, and Trello to streamline workflows and collaborate with teams.

PI Behavioral Profile: Venturer

Strongest Behaviors:

• Intense proactivity and aggressiveness in driving to reach goals. 
• 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 and strongly task-focused

Behavioral Summary:
Erica is an ingenious and innovative problem-solver and troubleshooter. They have an actively inquiring mind, a lively interest in the technical aspects of the work, and a need to know and learn more about the systems, techniques, facts, and concepts involved in it. They will drive hard to get things done their own way, and quickly. A self-starter that initiates, makes decisions, and assumes responsibility for those decisions. They have a strong competitive drive, are ambitious, and will drive hard to achieve goals. Their sense of urgency and impatience for results will put pressure on others as well as on themself.

Lean is a Digital Marketing Specialist with 6 years of experience in digital advertising, including 4 years as a freelance digital marketer supporting Australian, American, and Canadian clients. She began her career as one of the pioneering Meta Ads specialists in the Philippines, receiving direct training through Facebook (via TDCX), before transitioning to Google Ads where she was also directly trained by Google (via Concentrix).

Lean specializes in developing and executing end-to-end digital marketing strategies across Google and Meta platforms. She has extensive experience building marketing operations from the ground up for businesses with little to no digital presence, particularly in renewable energy, e-commerce, retail, HVAC, paving, and B2B/B2C industries. She is a highly independent marketer who regularly functions as a one-person marketing team, managing strategy, paid advertising, social media, SEO, website optimization, content creation, analytics, and reporting.

One of her strongest selling points is her ability to demonstrate real campaign performance, as previous clients have granted her view-only access to their advertising accounts for portfolio and interview demonstrations.

Core Skillset

Digital Advertising & Media Buying

• Google Ads
• Meta (Facebook & Instagram) Ads
• Campaign planning, setup, optimization, and scaling
• Audience research and targeting
• Lead generation campaigns
• Brand awareness campaigns
• Conversion optimization
• Budget management

Marketing Strategy

• Full-cycle digital marketing strategy
• Marketing roadmap development
• Customer acquisition
• Funnel optimization
• B2B & B2C marketing
• Local business marketing

Industry Experience

• Renewable Energy / Solar
• HVAC
• Paving Services
• E-commerce
• Retail
• Pickleball Sporting Goods
• Professional Services

CRM & Marketing Automation

• HubSpot
• Zapier
• Google Sheets CRM
• Excel CRM
• Lead tracking
• Sales pipeline coordination
• Automated reporting dashboards

Website & SEO

• Website optimization
• Basic website design
• SEO
• Google Business Profile optimization

Content & Creative

• Social media management
• Canva
• Opus Clip
• ElevenLabs
• AI-powered content creation
• Graphic design
• Video editing

Analytics & Reporting

• Weekly and monthly campaign reporting
• Performance dashboards
• Marketing analytics
• KPI tracking
• Automated reports with charts

Collaboration

• Direct stakeholder management
• Founder/CEO collaboration
• Sales team coordination
• Cross-functional communication

 

Summary of Work Experience

Digital Marketing Specialist / Freelance Consultant (4 Years)

Provided digital marketing services to Australian, American, and Canadian businesses across multiple industries, primarily serving as the sole marketing professional responsible for planning, execution, optimization, and reporting. Managed complete digital advertising operations through Google Ads and Meta Ads while also handling complementary marketing functions such as social media management, SEO, website improvements, Google Business Profile optimization, creative production, and performance reporting.

Successfully managed advertising budgets of up to USD 50,000/month for U.S. clients and AUD 15,000/month for Australian clients across Google and Meta platforms.

 

Renewable Energy (Solar Company) – Digital Marketing Consultant (2 Years)

Supported a U.S.-based solar company that had virtually no digital marketing presence. Developed the company's initial digital marketing strategy, created a three-month marketing roadmap, launched paid advertising campaigns, established social media channels, optimized business profiles, and implemented lead generation initiatives focused on California. Leveraged existing customer data to build custom audiences and collaborated closely with the sales team to improve lead quality and conversion. The successful campaigns eventually expanded lead generation efforts nationwide across the United States.

 

Meta Advertising Specialist

Began her career as one of the pioneering Meta Ads specialists in the Philippines through Facebook's advertising support program, where she received direct training in Meta advertising, campaign management, and platform best practices while supporting a diverse portfolio of advertisers.

 

Google Advertising Specialist

Later joined Google's advertising support operations through Concentrix, receiving direct Google Ads training before transitioning into freelance consulting. This experience further strengthened her expertise in paid search, campaign optimization, and digital advertising strategy across Google's ecosystem.

Notable Highlights

• 6 years of digital marketing experience with 4 years in freelancing.
• Directly trained by both Meta (Facebook) and Google advertising teams.
• Extensive experience building digital marketing functions from scratch.
• Strong renewable energy/solar industry background.
• Managed advertising budgets of up to USD 50,000/month.
• Experienced in both B2B and B2C marketing.
• Comfortable working directly with business owners and founders.
• Highly versatile marketer capable of handling strategy, execution, creative production, CRM management, SEO, analytics, and reporting independently.
• Can demonstrate actual advertising accounts and campaign performance through client-approved view access during interviews.

Lean is a highly skilled B2B Digital Advertising Specialist with a strong background in Google Ads and Meta Ads Management. With extensive experience in digital marketing, customer service, and account management, she has developed a results-driven approach to campaign strategy, optimization, and performance analysis. She is proficient in client interaction, problem-solving, and multi-platform advertising, making her a strong candidate for roles focused on digital marketing and customer engagement.

 

• Collaborated with CEOs, decision-makers, and business owners to enhance ad performance and increase return on investment.
• Helped businesses achieve their marketing objectives through data-driven advertising strategies.
• Conducted quality assurance assessments to improve customer service processes and optimize campaign efficiency.

• Manages client ad accounts, analyzing and optimizing performance for maximum return on investment.
• Develops strategic marketing plans and implements data-driven targeting techniques to improve campaign success.
• Monitors and adjusts campaigns to ensure cost-effectiveness and goal achievement.

• Provided technical support and campaign optimization for Meta Ads Manager.
• Analyzed ad performance metrics to ensure campaigns met key performance indicators.
• Trained and mentored new representatives in Meta Ads best practices and campaign troubleshooting.

Certifications & Training

• Expertise in Google Ads and Meta Ads, with hands-on experience in campaign management.
• B2B Marketing and Account Management Training.
• Campaign Strategy and Performance Optimization.

Skill Proficiency & Technical Tools

Digital Advertising: Google Ads, Meta Ads, Search Engine Advertising
Campaign Management & Analytics: Google Analytics, Meta Business Suite
Customer Service & Account Management: Client interaction, problem-solving, quality assurance
Other Tools: CRM software, ad tracking tools, social media management platforms

Lean is available to start ASAP.