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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.

Predictive Index Behavioral Profile – Specialist

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.

Patrick brings over seven years of hands-on experience in digital marketing, virtual assistance, and web administration, particularly within the legal services sector. His tenure as an all-around virtual assistant for a law firm showcases his proficiency in a broad spectrum of digital marketing responsibilities.

Technical Expertise and Experience:

• Social Media Management: Comprehensive experience with platforms such as Facebook, LinkedIn, Instagram, and Twitter. His approach involves detailed planning using tools like Asana and eClincher, including content scheduling, graphic creation, and performance monitoring using analytics.
• Campaign Strategy & Execution: Proficient in running targeted Facebook and Meta ad campaigns, using cost-per-click (CPC) and return on ad spend (ROAS) as primary performance indicators. He has leveraged tools such as Hootsuite, eClincher, and Go High Level (GHL) for campaign management and tracking.
• Content Creation: Skilled in both graphic and basic video content production (Filmora, CapCut), as well as blog creation and SEO-oriented article generation using SEMrush and AI-assisted tools.
• Client & Community Engagement: Patrick has hands-on experience with outreach strategies, including follow-ups, email marketing (SendGrid, GHL), and community-building efforts via internal intranet management.
• Technical Adaptability: Demonstrated comfort with remote monitoring tools (similar to Time Doctor) and project management platforms.

Predictive Index Behavioral Profile - Collaborator

Strongest Behaviors

• Unhurried and deliberate, stable and will do things using the established process; finds it difficult to change these systems. Dependable, consistent and needs familiar environments and coworkers to be most productive.
• Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat.”
• Methodical, steady, and even-paced; loses productivity when interrupted.
• 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.

Behavioral Summary

Patrick 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.

Jareth “Jha” is a seasoned accounting and bookkeeping professional with 20 years of experience, including the last 5 years working with international clients as a freelancer. She has serviced businesses across Australia, the UK, the US, Canada, and New Zealand, spanning industries such as IT, real estate, e-commerce, hospitality, and payroll/accounting services. Jha is certified in Xero and QuickBooks, and is proficient with accounting platforms including NetSuite, MYOB, and SAP. She has solid experience with Dext for invoice capture and processing, particularly in Australian accounting contexts. Her expertise covers end-to-end accounting functions—accounts payable/receivable, payroll preparation, BAS and PAYG compliance, bank reconciliation, and financial reporting.

Work Experience

• End-to-End Accounting & Bookkeeping – Managed AP/AR, processed and reconciled accounts, prepared monthly financial reports including balance sheets, and handled bank reconciliation.
• Australian Accounting Expertise – Worked with Melbourne-based hospitality business handling AP, deposits, BAS lodging, PAYG, ATO compliance, and AP reconciliation.
• Payroll Processing – Experienced in preparing payroll for AU clients, coordinating payment execution with onshore counterparts.
• International Client Support – Provided accounting services to companies in multiple countries with varying compliance requirements.
• Software Proficiency – Certified Xero Advisor and QuickBooks ProAdvisor; skilled in Dext, NetSuite, MYOB, and SAP.
• Compliance & Reporting – Ensured adherence to local tax regulations, prepared accurate compliance reports, and supported management with timely financial data.

Predictive Index Behavioral Profile: Operator

 Strongest behavior:

• 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 whowon’t “rock the boat.”
• Methodical, steady, and even-paced; loses productivity when interrupted.

 

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. Jareth 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. Inkwork involving repeated contact with people, Jareth will be pleasant, agreeable, and supportive. Derives satisfaction from helping others and likes to feel part of a secure team.

Jareth is a seasoned accounting and bookkeeping professional with an impressive 20 years of experience across diverse international markets, including the United Kingdom, Australia, New Zealand, Canada, and the Philippines. Throughout her career, she has taken on a wide range of roles that have sharpened her ability to work within various financial systems, navigate complex reporting standards, and adapt to industry-specific accounting practices. Her academic foundation is equally strong—she holds a Bachelor of Science in Commerce, majoring in Financial Accounting, from Far Eastern University, where she graduated with honors (Cum Laude) and achieved a GPA of 1.50.

Professionally, Jareth is a certified Xero and QuickBooks Pro Advisor, and she possesses advanced expertise in leading ERP platforms such as SAP and Netsuite. These skills empower her to manage intricate accounting workflows and implement system integrations with confidence and efficiency. Her work history also reflects a strong track record of loyalty and advancement, most notably her 8-year tenure at Aprisa Business Process Solutions Inc., where she progressed into leadership roles, supervising accounting staff and overseeing core finance operations.

She is particularly well-versed in both Philippine and Australian accounting environments, with a deep understanding of local compliance protocols and statutory requirements. Jareth has hands-on experience with regulatory tasks such as the preparation and lodgment of Business Activity Statements (BAS), Goods and Services Tax (GST) reporting, and submissions to the Australian Taxation Office (ATO). This international compliance background makes her an ideal candidate for roles that demand both technical accounting expertise and cross-border regulatory knowledge.

 

1. Career Highlights / Relevant Projects

• Has 3 years of Australian bookkeeping experience, primarily in the hospitality and training sectors, handling end-to-end accounts payable, BAS/GST lodgment, and monthly financial reporting.
• Although no direct construction industry experience in AU was noted during freelancing, has prior exposure to construction-related bookkeeping from his work with a real estate firm (Ayala Land) locally, which involved familiarity with compliance processes.
• Played key roles in clean-up/reconciliation projects for multiple clients, including backlog resolution for prior-year audits — a highly valued experience for the prospective role.
• Was part of multiple international finance teams, including at Food and Desire (Australia) and Williams Stanley & Co (UK), showcasing adaptability and cross-border accounting competence.
• Experience working with an agency/BPO structure, indicating strong collaboration and communication with multiple stakeholders.

 

2. Skill Proficiency + Tech / Software Proficiency

• Strong technical grasp of accounting cycles including AP/AR, payroll preparation, bank reconciliation, P&L reporting, and fixed asset reconciliation. Demonstrated clear communication skills and a collaborative attitude, with the ability to work full-time, mid or day shift, and start immediately.

• Tech / Software Proficiency: Advanced in Microsoft Excel and Google Sheets — comfortable with formulas including VLOOKUP, HLOOKUP, PivotTables, and complex data modeling, as confirmed during the interview. Software proficiency includes: Accounting: Xero (4+ years), QuickBooks, SAP, Netsuite, MYOB, Cooking the Books. Payments/Banking Tools: Payway, Triple C, ACH. Productivity Tools: MS Excel, Google Workspace, Priava, Tripleseat

 

 She can start immediately.

Predictive Index Behavioral Profile: Operator

 
Strongest behavior:

• 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 whowon’t “rock the boat.”
• Methodical, steady, and even-paced; loses productivity when interrupted.

 

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. Jareth 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. Inkwork involving repeated contact with people, Jareth will be pleasant, agreeable, and supportive. Derives satisfaction from helping others and likes to feel part of a secure team.

Darrel has a well-rounded profile with a strong background in front-end web development, SEO, and WordPress/Elementor, making him a solid candidate for the Website Page Speed Expert role. He has 5 years in web development roles (2020–2025), plus additional years in technical leadership.

• He optimized websites for faster load times and improved cross-device navigation
• He implemented SEO best practices and tested performance on landing pages
• He is advanced skills in HTML5 and CSS3, intermediate in JavaScript
• Has optimized WordPress front-ends and developed responsive components.
• He demonstrated ability to enhance site performance in both CMS and custom environments.
• He translated Figma to responsive HTML/CSS and worked with Storyblok and WordPress.
• He has Intermediete evel experience in Elementor
• He has Strong SEO foundation with Advanced-level SEO, Technical SEO, SEO Audit, and SEO Analysis.

Predictive Index Behavioral Profile - Specialist

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

Behavioral Summary

Darrel 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 Darrel, who takes responsibilities very seriously.

• 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.

Behavior Summary

Mimi 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 her area of expertise. Works at a steady, even pace, leveraging their background for the betterment of the team, company, or customer.

• Jodel is a seasoned virtual professional with a diverse background spanning customer service, insurance underwriting, program data analysis, and virtual assistant roles.
• In his most current work, Jodel served as an Image Annotator for AI-based image training datasets, involving tagging, categorization, and metadata validation.
• Some of the tools and platforms he used are:
  • CRM and communication platforms: RingCentral, Salesforce, Zendesk, ATLAS, Google Workspace
  • Productivity and design tools: MS Office, Canva, Photosho
  • Communication: Microsoft Teams
  • Specialized tools for data annotation and insurance processing
• He holds a Bachelor of Science in Information Technology and has completed a Facebook Media Buying certification course.
• Jodel is open to both full-time and part-time roles and can start immediately.
• Predictive Index Behavioral Profile - Maverick
• 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.
  • Makes decisions and takes action, even with little proof confirming their decision. Confident in their own ideas and unimpressed with tradition.
  • Socially informal, extroverted, and outgoing; gets familiar quickly. Communicates in an uninhibited, lively, and adaptable manner, drawing others into the conversation.
• Behavior Summary
  • Jodel's drive is directed at getting the important things done. Competitive, ambitious and venturesome, he responds positively and actively to challenge and pressure, always sure of an ability to handle problems and people. He is outgoing and poised; a forceful, animated, communicator tending to be more authoritative than persuasive in style. He talks briskly, with assurance and conviction and is a stimulating influence on others, while being direct, determined and flexible.

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

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

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

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

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

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

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

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



Predictive Index Behavioral Profile - Individualist


Strongest Behaviors
Focused; can concentrate on the task at hand for long periods. Quickly notices and understands technical matters more than social ones. Consistent and patiently thoughtful.
Works at a steady, unwavering pace; most comfortable with familiar processes, environments, and co-workers. Doesn’t easily change.
Persistence; consistent pursuit of goals in calm, methodical manner even when setbacks occur. Opinionated; slow to change.
Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat.”
Methodical, steady, and even-paced; loses productivity when interrupted.
 

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

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

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

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

Work Experience Summary:

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

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

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

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

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

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

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

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

Key Strengths:

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

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

Predictive Index Behavioral Profile - Individualist

Strongest Behavior

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

Behavioral Summary

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

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

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

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

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

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

Predictive Index Behavioral Profile - Individualist

Strongest Behaviors

Focused; can concentrate on the task at hand for long periods. Quickly notices and understands technical matters more than social ones. Consistent and patiently thoughtful.

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

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

Behavior Summary

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

Adrian is a licensed Civil Engineer with over six years of progressive experience in the construction industry, primarily focused on land development and housing infrastructure. His trajectory demonstrates a strong capacity to grow within the same organization, advancing from Office/Site Engineer to Project Manager, where he has successfully led multiple large-scale projects in the Philippines across Cavite, Batangas, and Laguna.

He has end-to-end project management experience, including tendering, scheduling, resource allocation, and stakeholder engagement. He is capable of creating and presenting tender documents, including the development of Terms of Reference (TOR) and submission guidelines. He has also led site planning and safety optimization through implementation strategies and resource deployment planning.

Strengths and Core Competencies:

Adrian’s hands-on project exposure showcases comprehensive knowledge in construction planning, budget management, resource allocation, and regulatory compliance. His responsibilities span end-to-end project management—from estimating and scheduling to stakeholder coordination and quality assurance—demonstrating a well-rounded skill set. Notable strengths include:

• Project Oversight and Execution: Led the successful completion of land development and housing construction projects across various locations, with scopes reaching up to 15.9 hectares and hundreds of housing units.
• Technical and Documentation Expertise: Skilled in preparing shop drawings, as-built plans, and progress billings; proficient in industry-standard tools such as AutoCAD, Planswift, and Bluebeam Revu.
• Safety and Compliance: A certified Safety Officer I with COSH training, and familiar with environmental impact assessment, soil analysis, and traffic safety management.
• Leadership and Communication: Proven ability to supervise cross-functional teams and coordinate with stakeholders, subcontractors, and developers, ensuring on-time and within-budget delivery.
• He is able to start after 30 days notice

Predictive Index Behavioral Profile - Scholar

Strongest Behaviors

• Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new people.
• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
• Operationally, as opposed to socially, focused. Thinks, in specific terms, about what needs to be done and how to do it accurately and flawlessly; follows, in a literal way, that execution plan.
• Task-focused; quickly notices and pushes to fix technical problems, assertively cutting through any personal/emotional issues. Has aptitude to spot trends in data or figure out how complex systems work.
• Independent, analytical, critical, and creative thinking and action; little need for external validation before action. Private.
• Authoritative and direct, driven to accomplish personal goals; pushes through roadblocks assertively. Communication is direct, to the point, and sometimes brusque.
• Works at a faster-than-average pace, producing results in general accordance with schedules and “the book.”

Behavioral Summary

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

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

Alalaine is highly recommended for the travel assistance role. She brings over a decade of relevant experience in the travel and tourism industry, with a strong emphasis on customer service, airline ticketing, and GDS proficiency. Her ability to manage complex travel-related issues including cancellations, rebookings, and insurance claims demonstrates a solid command of the operational and regulatory nuances of the industry.

She is proficient in multiple GDS platforms including Amadeus, Sabre, and others, and has worked extensively with global travel markets. Her technical skills are complemented by a proven track record in handling high-pressure customer situations, making outbound sales calls, and promoting additional services all of which align closely with the key responsibilities of the role.

She has also shown competency in creating marketing collaterals and managing social media interactions, which adds further value to her candidacy. Alalaine’s remote work experience across various international markets confirms her ability to work independently and deliver results with minimal supervision.

With her comprehensive technical skillset, relevant experience, and demonstrated professionalism, Alalaine would be a strong asset to any team in the travel services industry.

 

Technical Proficiencies

Global Distribution Systems (GDS):

• Amadeus

• Sabre

• Galileo

• Worldspan

• Apollo

 

CRM & Customer Service Platforms:

• Salesforce

• Zendesk

• HubSpot

• Zoho

 

Project & Task Management Tools:

• Jira

• Trello

• Asana

• ClickUp

• Confluence

 

Communication Platforms:

• RingCentral

• Slack

• WhatsApp

• Microsoft Teams

• Discord

• Zoom

• Google Meet

 

Productivity & Office Tools:

• Google Suite / Google Workspace

• Microsoft Office

 

Financial & Booking Tools:

• QuickBooks

• Stripe

• Xero

 

Marketing & Design Tools:

• Canva

• Visme

• Fotor

• WeVideo

• ActiveCampaign

• GetResponse

• ClickFunnels

 

 

Predictive Index Behavioral Profile - Analyzer

 

Strongest Behaviors

• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.

• Operationally, as opposed to socially, focused. Thinks, in specific terms, about what needs to be done and how to do it accurately and flawlessly; follows, in a literal way, that execution plan.

• 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.

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

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

• Authoritative and direct, driven to accomplish personal goals; pushes through roadblocks assertively. Communication is direct, to the point, and sometimes brusque.

• Alaine is a seasoned professional with over 10 years of experience across customer service, virtual assistance, BPO operations, and corporate travel management. Her background spans industries such as health and wellness, travel and tourism, automotive services, and logistics.
• She worked for a Health, Wellness, and Fitness company where she served as an Executive Virtual Assistant, managing client concerns via inbound and outbound communications, scheduling, CRM management (HubSpot, Asana, Slack), and providing basic creative support through tools like Canva.
• The other tools and CRMs she has worked with include:
  • Salesforce
  • Zendesk
  • QuickBooks
  • GDS systems (Sabre, Amadeus, etc.)
• Alaine can start immediately and is amenable for a full-time work with preference to working on a day shift.
• Predictive Index Behavioral Profile - Analyzer
• Strongest Behaviors
  • Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
  • Operationally, as opposed to socially, focused. Thinks, in specific terms, about what needs to be done and how to do it accurately and flawlessly; follows, in a literal way, that execution plan.
  • Independent, analytical, critical, and creative thinking and action; little need for external validation before action. Private.
• Behavior Summary
  • Alaine is an intense, results-oriented person, whose drive and sense of urgency are tempered and disciplined by a strong concern for the accuracy and quality of the details of any work for which she is responsible. Approach to any work done will be based on thorough analysis and detailed knowledge of all pertinent facts.

• Jeniffer is a seasoned professional with a solid background in both the BPO industry and ESL education. She brings over a decade of combined experience in customer service, lead generation, appointment setting, and virtual assistance.
• Most recently, she has been working in a lead generation role for a U.S.-based digital agency where she handles high-volume of outbound calls (200–300 per day), conducts qualification interviews and transfers leads to partners across industries such as insurance, education, and finance.
• Jeniffer is proficient in using Genesis and CRMs.
• She is available immediately for a full-time work and has expressed preference in a day shift role.
• Predictive Index Behavioral Profile - Adapter
• Strongest Behaviors
  • Task-focused; often notices and is driven to fix technical problems, cutting through any personal/emotional issues. In areas of interest, has aptitude to spot trends in data or figure out how complex systems work.
  • Relatively independent in thinking and action; often comfortable taking action without input from others. An analytical and private person.
  • Attention to detail; follows through on tasks to ensure completion in general accordance with quality standards.
• Behavior Summary
  • In most circumstances, Jeniffer 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. Upon completing a task, she will exhibit a higher degree of sociability, yet when facing an impending challenge, she is more likely to exhibit a reserved and serious persona. Working under pressure is usually not a problem, yet she generally prefers a degree of predictability.

• Michell is an experienced Communications and Content Specialist with a strong background in client-facing support, internal operations coordination, and knowledge base management. She has over six years of experience in the Business Process Outsourcing (BPO) industry, specifically supporting an e-commerce platform client.
• She has developed well-rounded skill sets in:
  • Database management
  • Compliance monitoring
  • Employee onboarding/offboarding
  • Workflow documentation
  • Client support
  • Content updates
• Michell has also obtained a degree in Bachelor of Arts in English Language Studies.
• She has expertise in the following platforms:
  • Google Workspace 
  • Monday.com 
  • Zendesk
  • Guru
  • Microsoft Office
  • Canva
  • Zoom
  • Slack
• Michell needs to render 4 weeks and is amenable for a full-time work.
• Predictive Index Behavioral Profile - Operator
• Strongest Behaviors
  • Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat.”
  • 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.
• Behavior Summary
  • Helpful, patient, and stable; works steadily and consistently. Respectful of established processes, standards, and policies, she will work within those standards to ensure repeated successes and high-quality results. Michell 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 she is responsible for establishing the process, she will do so in a thoughtful, methodical manner, paying close attention to details and time-honored successes. Once established, she will expect that the process be followed consistently.

Richa brings over 13 years of experience spanning proposal coordination, engineering support, and technical documentation, with notable tenure in globally recognized firms operating in the Oil & Gas, Mining, and Infrastructure sectors. Her background as a licensed Chemical Engineer complements her role in handling complex technical bids and project documentation.

Currently serving as a Senior Proposal Coordinator for a multinational engineering consultancy, Richa has demonstrated excellence in managing full bid lifecycles. She works closely with teams in the UK and across other global regions, facilitating compliance checks, strategy development, and stakeholder coordination.

Technical & Role-Related Competencies:

• Bid Management: Richa has solid experience in managing the full proposal lifecycle — from reviewing the ITT to the final submission of documents via client portals. She detailed her role in maintaining comprehensive bid plans with color-coded reviews (Pink, Red, Gold), which is aligned with best practices in bid management.
• Document Creation: Adept in Microsoft Office Suite and Adobe InDesign, particularly for layout and design in proposal submissions.
• Bid Management Tools: Utilizes internal tools like RMS for task tracking and OSC (Oracle-based) for opportunity management.
• Proposal Experience: Spanning over multiple companies and sectors — starting from a technical engineering background to full-fledged proposal and cost preparation. She has dealt with complex RFPs and PQ submissions, especially in sectors like railways, highways, aviation, and equipment manufacturing.
• She is able to start after 30 days notice

Predictive Index Behavioral Profile - Altruist

Strongest Behaviors

• 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.
• Collaborative; usually works with and through others. Intuitive understanding of team cohesion, dynamics, and interpersonal relations.
• Socially-focused, generally empathizes with people, seeing their point of view or understanding their emotions. Positive communication.
• Teaches and shares; generally interested in working collaboratively with others to help out.
• Friendly and service-oriented; drives for the “greater good” rather than individual goals. Promotes teamwork by sharing authority.

Behavioral Summary

Richa is 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,

She 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. Richa gets along easily with a wide variety of people

• Ces is a customer service professional with over five years of extensive experience in the healthcare support industry, particularly with US-based providers. She has a background in handling dental benefits verification, eligibility checks, and HIPAA compliance.
• She served as a Customer Service Representative handling inbound calls, patient data verification, and provider support back in 2018. She was then promoted to Team Lead in 2021 where she handled complex customer concerns.
• Most recently, Ces transitioned into a startup agency setting, where she handled CRM tools like Salesforce and performed lead generation and delivery account tasks.
• She has also experience using Avaya and Genesys.
• Ces is available immediately and is open to both full-time and part-time work.
• Predictive Index Behavioral Profile - Captain
• Strongest Behaviors:
  • 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; aggressive when challenged.
  • Proactively connects quickly to others; open and sharing. Builds and leverages relationships to get work done.
• Behavior Summary
  • Ces' is purposeful, directed at getting things done quickly. She responds positively and actively to challenge and pressure, and has confidence in her own ability to handle novel problems and people. An outgoing, poised person, a lively and enthusiastic communicator, tending to be a little more authoritative than persuasive in style. Talks briskly, with assurance and conviction and is a stimulating influence on others, while being firm, direct, and self-assured in dealing with them.

• Ryan is a seasoned professional in the business process outsourcing (BPO) industry, with over 16 years of experience across multiple domains including customer service, technical support, sales, and content moderation. His career spans reputable outsourcing firms serving clients in industries such as banking, telecommunications, healthcare, education, and media moderation.
• He is currently a Customer Service Representative at a shared services firm, supporting students and professors with online technical concerns and order processing via phone, chat, and email.
• Ryan is available immediately and is willing to do either full-time or part-time work.
• Predictive Index Behavioral Profile - Scholar
• Strongest Behaviors
  • Focused; can concentrate on the task at hand for long periods. Quickly notices and understands technical matters more than social ones. Consistent and patiently thoughtful.
  • Works at a steady, unwavering pace; most comfortable with familiar processes, environments, and co-workers. Doesn’t easily change.
  • Patient, stable, and consistent; does things generally systematically and is not inclined to change these systems. Dependable, relatively consistent and works best in familiar environments, with familiar people.
• Behavior Summary
  • Ryan is reserved and will generally express himself in a factual, direct, and succinct manner. A conscientious person, his approach to the work is systematic, methodical, and well organized, based on thorough knowledge of, and respect for “the book”. Working with factual, technical or detailed information, he will produce carefully thought-out work of high quality and precision. Whether doing work themself, or delegating to others, follow up is close to ensure high-quality results.

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

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

Predictive Index Behavioral Profile - Altruist

Strongest Behaviors

• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.

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

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

Behavioral Summary

Unassuming, unselfish and has a genuine interest in other people and a strong, intuitive understanding of them. Outgoing and friendly, they enjoy working with others and is lively, warm company.

A pleasant and extraverted person, Rezille is an effective communicator, able to stimulate and motivate others while being aware of and responsive to their needs and concerns. Their congenial personality and friendly, interested attitude make them readily approachable. Rezille gets along easily with a wide variety of people.

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

Airyn brings hands-on expertise in creating and publishing engaging visual content, including graphics, reels, and compelling captions, using both client-provided and curated materials. Her approach is strategic and performance-oriented, often blending brand storytelling with data insights to boost audience engagement and capture qualified leads.

With a strong background in CRM tools such as HubSpot, Salesforce, and Zoho CRM, Airyn is proficient in tracking campaign metrics and generating insightful reports. She is also highly familiar with content planning tools and analytics platforms like Google Analytics to refine marketing strategies based on data.

As a former Team Leader at LinkedVA, she not only executed high-impact campaigns but also managed a remote team of virtual assistants, trained junior staff, and improved workflow efficiencies by over 20%. Her excellent English communication skills both written and verbal support her ability to craft brand-aligned captions and build rapport with diverse audiences.

Her proven ability to manage multi-platform social strategies, develop list-building campaigns, and provide regional targeting makes her a strong fit for roles requiring creative content execution, marketing expansion, and performance reporting.

 

Skill Proficiency + Tech / Software Proficiency

Social Media & Marketing Platforms

• Facebook, Instagram, TikTok, LinkedIn 

• LinkedIn Sales Navigator 

Analytics & Reporting

• Google Analytics 

• Reporting Dashboards 

CRM & Campaign Management

• HubSpot, Salesforce, Zoho CRM 
   

PI Behavioral Profile: Altruist

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.

• 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.

• Socially-focused, generally empathizes with people, seeing their point of view or understanding their emotions. Positive communication.

• Teaches and shares; generally interested in working collaboratively with others to help out.

• Friendly and service-oriented; drives for the “greater good” rather than individual goals. Promotes teamwork by sharing authority.

Behavioral Summary:

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

Works at a faster-than-average pace; is attentive to details and both quick and accurate in handling them. Airyn is, however, too impatient to enjoy working with details as repetitive routine or as a primary responsibility.

Eager to be sure that things are done exactly right, follow-up carefully and closely if the work requires delegation of details to others. When it is necessary to be critical, will try to do that in a constructive, supportive manner. Her sense of urgency and sense of duty combine to make someone who is actively concerned about the timeliness, as well as the correctness, of any work for which they are held responsible.

Airyn is a highly driven and experienced Lead Generation Specialist with a strong focus on digital marketing, outreach campaign management, and virtual team leadership. With over six years of demonstrated expertise in both hands-on campaign execution and leading remote teams, Airyn offers a compelling mix of strategic thinking, technical proficiency, and people management skills. She is particularly well-suited for roles that demand consistent performance in lead nurturing, digital outreach, and performance optimization in remote business development environments.

Airyn’s most recent experience as a Team Leader at a remote virtual assistant services company highlights her leadership in developing streamlined workflows and mentoring team members, resulting in a 20% improvement in lead conversion. Her earlier roles at an Australian digital marketing company further underscore her deep involvement in LinkedIn-driven outreach campaigns, CRM management, and analytics-based campaign refinement. This consistent focus on lead generation through LinkedIn, CRM systems, and data tracking demonstrates both strategic and executional capabilities.

Predictive Index Behavioral Profile - Altruist

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.

Behavioral Summary 

Unassuming, unselfish and has a genuine interest in other people and a strong, intuitive understanding of them. Outgoing and friendly, they enjoy working with others and is lively, warm company.

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

She can work Full-time or Part-time and can start immediately.

Airyn is a highly experienced remote professional with over six years of solid background in lead generation, sales, and virtual assistance, having consistently worked in remote setups since 2017. She is currently based in Davao City, Philippines, and offers immediate availability for both full-time and part-time opportunities.
 

Airyn most recently held a Team Lead role at a virtual assistance firm within the marketing support industry, where she was responsible for overseeing operations related to lead generation and digital sales pipelines. This leadership experience built upon her already robust foundation in remote sales support roles. She also briefly ventured into the financial services sector as an advisor, further developing her interpersonal and consultative sales abilities.

Her skill set is diverse and well-aligned with client-facing and content-driven tasks. She has hands-on experience with:

• Lead generation and prospect outreach

• Sales process management

• Content creation and social media oversight

• Team coordination and performance monitoring

Technical Proficiency:
Airyn is familiar with a suite of tools typically used in modern sales and virtual assistance setups:

• HubSpot and ExpertLeads CRM – for managing customer interactions and pipeline activity

• Canva and CapCut (basic) – for content creation and editing

• Google Workspace – for collaboration and task coordination

Predictive Index Behavioral Profile - Altruist

Strongest Behaviors

• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.

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

Behavioral Summary

Unassuming, unselfish and has a genuine interest in other people and a strong, intuitive understanding of them. Outgoing and friendly, they enjoy working with others and is lively, warm company.

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

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.

Tools and Software Proficiency:

• 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.

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

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

Tools Proficiency:

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

 

Work Availability / Schedule Specifics

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

PI Behavioral Profile: Operator

Strongest Behaviors:

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

Behavioral Summary:
Helpful, patient, and stable; works steadily and consistently. Respectful of established processes, standards, and policies, they will work within those standards to ensure repeated successes and high-quality results. Cindy has the patience and tolerance required for routine work and can be relied on to do such work consistently and in a relaxed manner. In making decisions, they are careful, and will take the time required to follow the established process, examine different angles, and explore enough to ensure few, if any, surprises afterward.

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

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

Skill Proficiency + Tech / Software Proficiency

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

PI Behavioral Profile: Artisan

Strongest Behaviors:

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

Behavioral Summary:

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

Edwin  presents with nearly eight years of experience in the construction industry, including two years of exposure to international (specifically Australian) projects. He has solid practical knowledge and hands-on experience in quantity surveying and estimation, having worked with both commercial and residential projects across a wide range of construction trades.

Technical Experience & Competency:

• He is proficient in using CUBIT, Mudshark, and has one year of hands-on experience with CostX—software particularly relevant to the client's requirements. 
• He is familiar with Australian building codes and standards, and has worked on a variety of projects ranging from commercial to residential, including civil works and architectural finishes.
• He also demonstrates a solid understanding of interpreting complex architectural and engineering drawings.
• His current role involves end-to-end take-off responsibilities in collaboration with Australian estimators, including startup meetings, document review, resolving discrepancies, and RFI submissions.

Predictive Index Behavioral Profile - Scholar

Strongest Behaviors

• Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new people.
• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
• Operationally, as opposed to socially, focused. Thinks, in specific terms, about what needs to be done and how to do it accurately and flawlessly; follows, in a literal way, that execution plan.
• Private, serious, introspective, and reserved. Takes time to connect to and trust new people.
• Focused; can concentrate on the task at hand for long periods. Quickly notices and understands technical matters more than social ones. Consistent and patiently thoughtful.
• Works at a steady, unwavering pace; most comfortable with familiar processes, environments, and co-workers. Doesn’t easily change.

Behavioral Summary

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

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

Anamarie brings over five years of combined experience in accounting and bookkeeping, gained through both corporate and work-from-home setups. She has worked with clients based in Australia and the United States, managing tasks for a diverse range of industries including e-commerce, hospitality, real estate, food services, and financial advisory.

She has extensive experience performing core bookkeeping responsibilities such as:

• Bank and credit card reconciliation
• Data entry and categorizing transactions
• Accounts payable (AP) and accounts receivable (AR)
• Payroll processing support, including accurate timesheet and deduction tracking
• Preparation of financial reports including profit and loss statements

Technical Proficiency:

Anamarie is skilled in using a range of accounting software:

• QuickBooks Online – 2 years of experience; self-rated 7/10 in proficiency
• Xero
• Wave
• Zoho Books
• AppFolio (used for real estate clients)
• Microsoft Excel and Google Sheets – adept in formulas (e.g., VLOOKUP, HLOOKUP, SUMIF), creating graphs, and report formatting

She is also comfortable working with CRM tools and has experience generating and managing sales invoices through QuickBooks.

She is available to start immediately and is open to full-time and part-time arrangements.

Predictive Index Behavioral Profile - Specialist

Strongest Behaviors

• Relatively formal, reserved, and skeptical of new people; requires some “proof” to build trust in new people.
• Attention to detail; follows through on tasks to ensure completion in general accordance with quality 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.

• Drive to protect the company against risk by doing things in general accordance with established standards.
• Careful; usually follows a plan to avoid making mistakes. Generally has proof to support decisions before taking action.

Behavioral Summary:

Anamarie 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 Anamarie, who takes responsibilities very seriously.

With experience and/or training, Anamarie 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 Anamarie is motivated by a real concern for getting work done on time and correctly.

 

 

Djoanna is an experienced professional in the lead generation and data operations industry, currently working as a Data Manager for a UK-based company. She has shown a strong foundation in data sourcing, quality assurance, and team supervision. Her professional background includes leadership in managing a team of six Filipino data researchers and overseeing the end-to-end data lifecycle from prospecting to CRM integration.

Technical and Work Experience 

• She is proficient in LinkedIn Sales Navigator, Apollo, ZoomInfo, Crunchbase, Cognism, and enrichment tools such as Kaspr and Lusha. She currently works with Adenzo CRM and is open to learning new platforms like HubSpot.
• Prospect lead generation using platforms such as LinkedIn Sales Navigator, ZoomInfo, Crunchbase, Cognism, and Apollo.
• Data cleaning, deduplication, and enrichment with tools like Kaspr and Lusha.
• Her past experience also includes email technical support for a short period within the educational technology space, indicating her adaptability to varied industries.
• Quality assurance and final validation of datasets before uploading to the CRM (Adenzo).
• Oversight of outreach datasets for email and phone campaigns.
• She is available to start immediately. 

Predictive Index Behavioral Profile - Specialist

Strongest Behaviors

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

Djoanna 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 Djoanna, who takes responsibilities very seriously.

 

Mica has over 4 years of experience as an accounting professional with both corporate and freelance exposure.

Strong background in end-to-end bookkeeping, including:

• Accounts Receivable (AR) – invoice generation, aging reports
• Accounts Payable (AP) – bills processing via platforms like bills.com
• Monthly and weekly bank reconciliations
• Business Activity Statements (BAS) and sales tax reporting
• Preparation and analysis of Profit and Loss Statements
• Payroll management

She gained experience managing finances for both local and international clients (including Australian and U.S.-based firms).

Technical Tools and Software

• Proficient in QuickBooks (Desktop & Online) – rated 8/10 in proficiency.
• Regular user of Excel/Spreadsheets for financial reporting – comfortable creating basic reports with annotations.
• Experienced in using CRM tools (e.g., ServiceTitan) and adapting to new systems.
• Familiar with Hubstaff and Time Doctor for productivity tracking.

Client Types and Industry Experience
 

• Construction supplies (as in-house bookkeeper in a corporate setting)
• HVAC services and service-based businesses through U.S. and Australian accounting firms
• Exposure to food export industry, specifically relevant to the current client setup

Can start immediately for a part-time arrangement.
 

• Liezel has accumulated approximately 8 years of administrative and financial support experience, primarily within office-based and local Philippine companies, with a brief stint in remote international work.
• Her experience spans both administrative operations and basic accounting/bookkeeping functions
• She is available to start immediately.

Administrative Support

• Handled logistics-related responsibilities for a telecommunications company, including deployment of technician vehicles, fuel monitoring, inventory of tools and materials, and operations support.
• Oversaw monthly branch budget preparation, including data entry of expenses and submission of replenishment requests.

Bookkeeping and Finance

• Performed accounts receivable tasks for a U.S.-based client on a project basis, including checking bills, issuing invoices, and ensuring data accuracy before dispatch.
• In prior local roles, handled data entry, ledger updating, and daily cash reconciliation for loans and collections.
• Familiar with basic auditing practices, ensuring the correctness of entries and accounting documents.

Client and Supplier Communication

• Communicated regularly with external suppliers (e.g., vehicle leasing, fuel companies) regarding billing concerns and rental contracts.
• Experience in customer support via email, with growing confidence in taking and making business calls.

Tools & Technical Proficiency:

• Comfortable with Microsoft Excel (rated 9/10) – has used advanced formulas and generated reports.
• Used SAP in a logistics setting.
• Basic familiarity with Google Workspace tools.

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

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

Technical Proficiency and Experience:

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

Predictive Index Behavioral Profile - Promoter

Strongest Behaviors

• Extremely informal, extraverted, and outgoing; gets familiar very soon after you meet. Communicates effusively, flexibly, and engagingly; draws others into the conversation.
• Almost exclusively focused on people, building relationships, and teamwork rather than technical matters. Uninhibited; very open and trusting in sharing thoughts and in asking personal questions.
• Not interested in the details; delegates them freely. Needs unstructured projects where flexibly working with people, and a focus on the goals rather than the plans, is necessary.
• Persistence; consistent pursuit of goals in calm, methodical manner even when setbacks occur. Opinionated; slow to change.
• Casual with rules. Focused on the goal, not how to get there; willing to bend the rules. Delegates implementation details.
• Unworried and unhurried; takes each day as it comes with little planning for what might happen, particularly given the predictable routines that have been established.
• Socially-focused, naturally empathizes with people, easily seeing their point of view or understanding their emotions. Positive, non-threatening communication.

Behavioral Summary

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

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

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

Work Experience & Industry Fit:

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

Predictive Index Behavioral Profile - Operator

Strongest Behaviors

• Patient, stable, and consistent; does things generally systematically and is not inclined to change these systems. Dependable, relatively consistent and works best in familiar environments, with familiar people.
• Tolerant, easy-going, and uncritical in getting along with others. A focused listener.
• Works steadily at an even pace; most productive with fewer interruptions.
• A relatively private individual, it takes Rommel some extra time to connect to and trust new people. Serious and reserved.
• With an ability to concentrate on the task at hand, is generally more focused on the technical matters than the social ones. Consistent and thoughtful.
• Works at a relatively steady pace; best working with familiar processes, environments, and co-workers. Not inclined to change.

Behavioral Summary

Rommel is helpful, patient, and stable; works steadily and consistently. Respectful of established processes, standards, and policies, they will work within those standards to ensure repeated successes and high-quality results.

He has the patience and tolerance required for routine work and can be relied on to do such work consistently and in a relaxed manner. Prefers having, and following, a well thought-out process to ensure success. If they are responsible for establishing the process, they will do so in a thoughtful, methodical manner, paying close attention to details and time-honored successes. Once established, they’ll expect that the process be followed consistently.