Hiring Offshore Doesn’t Fail—Handoffs Do

• Samuel has been working for 8 years in different companies from BPO industries. He handled different positions such Billing Support, Sales Support, Technical Support, Chat Support, and Customer Service Supervisor. He worked with client that cater to US and previously got promoted and handled a team consisting of fifteen staff. He supported the following tasks:
  • Technical Support
  • Troubleshoot
  • Customer Service
  • Inbound / Outbound calls
  • Training / Coaching
  • Client handling 
  • Data Analytics
  • Basic graphic design
• He is proficient in CRM, Canva, and Microsoft tools
• He is available to start immediately and she is amenable to working the day shift for any part-time or fulltime position.

• 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.
• Extremely informal, extraverted, and outgoing; gets familiar very soon after you meet. Communicates effusively, flexibly, and engagingly; draws others into the conversation.

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.

• Gab has been working for more than 10 years, He has a degree in Legal Management. He worked in IT, Financial, BPO and B2B Industries.
• He responded to customer inquiries and provided information about the company's products and services. He resolved customer complaints and issues and processed customer orders and transactions, He handled inbound and outbound calls and emails. He ensured that the customers got the maximum benefit from the investment. He offers campaigns to active customers and encourages them to renew their accounts. He finds customers with delinquent accounts from clients using mobile services, personal loans and credit card bills. He assists customers with their inquiries, concerns and disputes. He suggests and upsells products and services to customers.
• He used
  • Salesforce 
  • Debt tracker
• He can start ASAP and is open for full-time and part-time.

• 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.

Jose Lino 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.

He 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.

• Bianca has been working for 8 years, She has a degree in Computer Science majoring in Software Development. She worked in IT, e-commerce, e-Learning, Fitness and Health Industries.
• She created prototype samples for the architectural structures of software development. She prepared and designed specification packages, and managed workflows from sketch to final placement of styles of products. She was assigned to execute the product lifecycle process of the products, including product research, market research, complete analysis, planning, positioning, roadmap development, requirement development and product launch. She led the team of UX/UI designers and developed mockups and prototypes, Illustrated design ideas using storyboards, process flows and sitemaps. She prepared drafts and collaborated with team members for branding.
• She has certifications for:
  •  Scrum: Advanced 
  • LinkedIn Learning / PMI Education Accredited  
    ITIL Foundation Level 4  
  • LinkedIn Learning / PMI Education Accredited  
    Scrum: Basics  
• She used the following tech stack:
  • Miro
  • Adobe Photoshop
  • Adobe Illustrator
  • Adobe XD
  • Figma
  • Sketch
  • HTML
  • CSS
• She can start after 1 week's notice and is open to full-time and part-time positions.

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

Biamca is helpful, patient, and stable; works steadily and consistently. She is respectful of established processes, standards, and policies, she will work within those standards to ensure repeated successes and high-quality results. Bianca Fatima has the patience and tolerance required for routine work and can be relied on to do such work consistently and in a relaxed manner. She 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’ll expect that the process be followed consistently.

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

• Lorraine has a bachelor's degree in Accountancy and has worked for 9 years in different local companies in the BPO, hotel, and manufacturing industries. She handled positions such as Accountant, Junior Cost Accountant, Payroll Inventory Assistant, and Accounts Payable Assistant. In 2020, she shifted to remote work and was employed by US and Australia-based clients
• She was a remote contractor to an Au accounting firm for a 2-month project through Remote Staff as an Accounting Assistant. She also worked for other AU client for 2 months.
• She is competent in supporting the following tasks:
  • General Accounting
  • Bookkeeping
  • Audit of financial statements
  • Filing of GST and PST 
  • BAS preparation and lodgment
  • Invoicing
  • Billing
  • Accounts Payable and Accounts Receivable
  • Bank reconciliation
  • Payroll
  • Financial statements
  • Admin and Reports
• She is proficient in systems such as Xero, NetSuite (ERP), QuickBooks, Salesforce, and Microsoft tools.
• Lorraine is available to start immediately, and she is amenable to working the day shift for any part-time or full-time role.

• 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

A pleasant and extraverted person, Lorraine 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. Lorraine gets along easily with a wide variety of people. Their drive is directed at working with and for others. They derive particular satisfaction from doing things for others, the company, management, the team, and for the company’s customers. Cooperative and willing, this individual can be a particularly effective teacher and communicator of the company’s policies, programs, and systems.

• Andrea has been employed as an Executive Assistant and Customer service representative for nearly four years, specializing in the BPO, real estate, crypto trading, and e-commerce industries. She holds a diploma in Mechanical Engineering Technology. She has catered to clients based in the US, UK, and Canada providing support in tasks such as:
  • Email management
  • Appointment Setting
  • Customer Service
  • Research
  • Financial Management
  • Invoices
  • Bookeeping
  • Data management
  • Digital Marketing
  • Phone Support
  • Property Management
  • other admin tasks
• She is proficient with Asana, Zoho, Salesforce, HubSpot, Trello, AppFolio, Xero, wave, Square Up, QuickBooks, Go High Level, Google Workspace, and Microsoft 365.
• She can start immediately for any full-time job.
• Can consider any time zone.

• More interested in people, building relationships, and teamwork than technical matters. Generally affable, optimistic, and trusting.
• More focused on goals and the people needed to get there than the details or plans; comfortable delegating details.

• Relatively quick in connecting to others; reasonably open and sharing. Builds and leverages relationships to get work done.

ANDREA JANE 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.

• RJ has a bachelors degree in Computer Science and has been working for almost 8 years in the business process outsourcing companies handling roles such as Technical Support, Customer Service Representative, Process Associate, Lead Generation Specialist and back office admin, handling accounts such as IT Software, Warehouse, healthcare, financial and food delivery services. He has catered to US and UK Clients.
• Within his 8 years professional work experiences in the BPO companies, he was promoted to SME, QA and Team Leader.
• He was exposed to the following tasks:
  • Phone Support
  • Customer Service
  • Technical Support
  • Processing Claims
  • Shipment
  • Administrative tasks
• He is proficient in using tools such as Microsoft Office, Google Apps, Programming languages: Visual Basic 6.0 and .net, PHP. Zendesk, Shopify and Amazon.
• He can start ASAP, amenable to working ane shifts and open to any full-time or part-time roles.

• Proactivity in driving to reach goals while moving at a faster-than-average pace. Inquisitive about the world.
• Relatively independent in taking action on their own ideas. Resourcefully works around most obstacles blocking completion of what they want to accomplish.
• Eager for results, drive is for swift implementation. Works best in fast-paced environments offering a variety of activities, rather than routines.

• Works at a faster-than-average pace, producing results in general accordance with schedules and “the book.”
• Detail-oriented; typically makes and follows a plan to keep track of things and usually follows up to ensure completion.

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

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

• Grace has been working for more than ten years in various BPO companies. She was previously a Customer Service Representative, Debt Advocate, E-commerce Customer Service Associate, and Collections Agent and was promoted as a Team Performance Manager/Team Leader where she handled escalations and provided coaching and quality assurance.
• She has been providing customer support via emails, phone calls, and chats to the US, AU, and European clients.
• Overall, she is competent in performing the following tasks:
  • Collections
    • collecting debts, skip tracing, data entry, investigating, negotiating, and coordinating with banks
  • E-commerce
    • provide product knowledge, track orders, update subscriptions, process billing/payments, process cancellations of orders
• She is proficient with Debtrak, ZOHO CRM, Zendesk, Georgias, and Shopify.
• She is available to start immediately.

• 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 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.

She is a conservative and analytical person who respects traditional organizational values. Reserved, serious, and thoughtful about everything to be done, is a no-nonsense worker who worries about getting things exactly right. Never superficial, will make sure that she knows what she is talking about before speaking. Needs a lot of certainty and structure in her work so that it meets very high, specific quality standards.

• Justine has been working for almost 3 years handling roles such as Admin Operations Assistant/Case Manager Virtual Assistance, Executive Admin Assistant, Content Creator Virtual Assistance, Quality Assurance Virtual Assistance and Operations Customer Service Representative in the Business Process Outsourcing Company, Construction Firm, Law Firm, e-commerce, affiliate marketing, solar business, digital marketing and financial services. She was able to cater clients from US and UK. 
• She was exposed to the following tasks:
  • Executive Virtua Assistance
  • Accounting
  • Appointment Setting
  • Sales Lead Generation
  • Property Management
  • Amazon Product Research
  • Legal Assistance
  • Payroll
  • Calendar management
  • Graphic design
  • Customer Service
  • Social media management
  • Bookkeeping
  • Invoicing
  • Contract Management
  • Handled a team (web developers,graphic designers, an SEO analyst, social media specialists, paid media specialists, digital marketing specialists)
  • Admnistrative tasks
• She is proficient in using tools such as: Adobe Express
  • Asana
  • Canva
  • CapCut
  • Calendly
  • Clickup
  • Eventbrite
  • Google Data Studio
  • Google Analytics
  • Google Trends
  • Last Pass
  • Lucid Chart
  • OneDrive
  • Panda Docs
  • Quickbooks
  • Shopify
  • Slack
  • Trello
  • Toggl
  • SuperHuman
  • Helium 10
  • HootSuite
  • Hubstaff
  • Loom
  • LinkedIn Navigator
  • Monday.com
  • MS Word/Excel
  • MyCase
  • Notion
  • WooCommerce
  • Xero
  • Zappier
  • Zoom
  • Flodesk
  • Call Log Tracking Metrics
  • Animaker
  • Chat GPT
  • Tube Buddy
• She can start ASAP, amenable to working any shifts and open to any full-time or part-time roles.

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

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

Ma Justine 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 Ma Justine, who takes responsibilities very seriously.

With experience and/or training, Ma Justine 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 Ma Justine 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.

• Mich has a bachelor's degree in Entrepreneurship and has been working for almost 9 years handling and perfoming roles such as Executive Virtual Assistant, Accounting Staff, Customer Service Representative, Property Specialist, Purchasing Staff, Purchasing Officer, Product Research and Administrative Assistant working in the industries such as Real-Estate, BPO (Retail Account) and Cooperatives. She has catered to US and Australian Clients.
• She was exposed to the following tasks:
  • Phone Support 
  • Accounting
  • Order Management
  • Invoicing
  • Purchasing
  • Data Entry
  • Amazon Seller Central Management 
  • Web Research
  • Product Research
  • Social Media Management
  • Photo Editing
  • Appointment Setting
  • B2B Lead Generation
  • Email and SMS  Management 
  • Administrative Tasks
• She is proficient in using tools such as:
  • Oracle Netsuite System
  • Microsoft Dynamix AX
  • Amazon Seller Central
  • Monday.com
  • Hi-Pages
  • Houzz
  • QUICKBOOKS
  • XERO - 3 months 
  • Invoice2go
  • INVENTORY LAB
  • Microsoft Office Products
  • Google Docs
  • Discord
  • Slack
  • Canva
  • Keap Infusionsoft CRM
  • Shopify - 9 months
  • FB | IG | Linked In | Wordpress
• She can start ASAP, amenable to working any shifts and open to any full-time and part-time roles.

• 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, 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.

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

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

• Christopher has been working for 17 years. He handled roles such as Product Designer, Web Designer, UX Designer, Game Developer and Graphic Designer. He has a degree in Computer Science. He gained experience in Healthcare, Food and Agriculture, Banking and IT Industries.
• He has expertise in the following:
  • User Experience Design
  • Graphic and Visual Design
  • Web Design and Development
  • User-Centric Mindset
  • User Research and Usability Testing
  • Interaction Design
  • Rapid Prototyping
  • Search Engine Optimization
  • Data Visualization
  • Front end Development
  • Agile Methodology
  • Atomic Design Methodology
  • Wireframing
  • Motion Design
• He optimized website loading times through performance-focused techniques. He led the implementation of responsive design principles, ensuring user experiences across various devices and screen sizes that increased Mobile user engagement. He stayed updated with the latest design trends, technologies and best practices. He pioneered the UX design thinking process for all web and mobile application development projects. He directed the end-to-end design process and managed user research, ideation, wireframing, prototyping and visual design phase. He collaborated with development and product teams and ensured integration and design concepts. He led a team of front-end developers in product deployment and ensured a flawless launch of all projects. 
• He is exposed to the following Tech Stack:
  • Adobe Photoshop
  • Adobe Illustrator
  • Affinity Designer
  • Affinity Publisher
  • Canva
  • Adobe XD
  • Sketch
  • Figma
  • InVIsion Studio
  • Axure RP
  • Adobe Premiere
  • Adobe Animate
  • Adobe After Effects
  • Adobe InDesign
  • Google Analytics
  • HTML
  • JavaScript
  • CSS
  • SASS
  • JQuery
  • Angular JS
  • React JS
  • WordPress
  • Jira
• He can start after a week notice and is open for Part time and Full time positions

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

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

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

Jessica is a seasoned professional with extensive experience in various facets of administrative support, travel management, and procurement. Known for her comprehensive assistance to executives, she excels in:

• Managing schedules and appointments
• Coordinating and managing travel arrangements for staff and expatriates
• Facilitating the purchase orders, billing, inventory, and logistics using Quickbooks
• Handling import/export, legal documents, and data filing
• Utilizing the Attendance Management System for tracking
• Responding to phone calls, emails, and various administrative tasks

Predictive Index Behavioral Profile - Altruist

Strongest Behaviors:

• 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.

• Drive to protect the company against risk by doing things in general accordance with established standards.

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, Jessica is an effective communicator, able to stimulate and motivate others while being aware of and responsive to their needs and concerns. Her congenial personality and friendly, interested attitude makes her readily approachable. Jessica gets along easily with a wide variety of people.

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

• Katlyn is a double degree of Bachelor of Science in Accountancy and Bachelor of Science in Accounting Technology 
• She has 4 years of total working experience and and transitioned to Digital Marketing last 2021 
• She has supported client from Denmark where she gained her experience in doing paid ads 
• Some of her notable tasks were
  • Setting up ad set in Google, Facebook, and Instagram 
  • Setting up proper target and demographics to align with the objective of the campaign
  • Preparing assets like videos and graphics before uploading the ads
  • Doing brainstorming regarding the strategy and plans for ads 
  • Suggesting budget for optimizations and for launch of ads 
  • Generating reports and monitoring ads performance  
• She has also experience with SEO, social management, and bookkeeping 
• She has handled maximum budget for the following 
  • Facebook 50 Danish Krone per day 
  • Google 100 Danish Kron per day 
• She has experience with tools like 
  • Google Ads 
  • Google Analytics 
  • Facebook Meta Business 
  • QuickBooks 
  • Canva 
  • CapCut 
  • SEMrush
  • AHrefs
• She can start as soon as possible 

• 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.

• 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, Katlyn 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. Katlyn gets along easily with a wide variety of people.