Hiring Offshore Doesn’t Fail—Handoffs Do

• Customer Service handling both inbound and Outbound calls
• Call monitoring
• Email and Chat support
• Technical Support (basic troubleshooting of internet mesh, etc.)
• Transcription (Audio and Video)
• Administrative tasks (data entry, order processing, monitoring deliveries, property listing, calendar management, etc.)
• Virtual Assistant
• Sales support
• Customer retention
• Report extraction

• Podio
• Skype
• Bitrix
• Livebox
• Softphone
• Salesforce
• RingCentral
• MS Teams
• Google Drive
• Microsoft Excel
• DesktopOne
• Avaya 
• Zendesk
• Outlook
• NICE

• 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.
• 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.

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 May, who takes responsibilities very seriously.

With experience and/or training, May 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 May 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.

• Lian has been working for more than 10 years in the Business Proccess Outsourcing industry handling financial accounts where she supported the following tasks:
• Collections Coordinator
• Financial Service Representative II 
• Accounts Receivable II
• Loan Specialist
• Mortgage Collections
• Phone Support - inbound and Outbound
• Customer Service
• Administrative tasks

• She has a background in the following financial activities:
• Reconciling accounts
• Submit invoices to customers
• Credit and Collections
• Prepare Weekly and monthly AR aging reports, Monthly pending deduction reports, sales invoice reports, weekly and monthly collection reports
• She is proficient using SAP, MS Excel, Microsoft Dynamics 365, Slack, and CRM tools such as Fiserv and NoteSmith.
• She has a basic knowledge in QuickBooks.
• She has good communication skills.
• She is available to start immediately. Predictive Index Profile - Guardian
  
  Strongest Behaviors
  • Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
  • Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
  • Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.
  • Patient, stable, and consistent; does things generally systematically and is not inclined to change these systems. Dependable, relatively consistent and works best in familiar environments, with familiar people.
  • Tolerant, easy-going, and uncritical in getting along with others. A focused listener.
  Behavioral Summary

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

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

• Jessie has been working for almost 3 years as a Bookkeeper and Accountant within different industries such as Retail, medical, logistics, and finance.
• He is confident in supporting the following tasks:
  • Superannuation Preparation
  • Payroll
  • Bank reconciliation
  • Generating reports
  • Preparation of BAS and IAS
  • Tax Preparation
  • Financial Statements
  • Invoicing
  • Bookkeeping
• He has a degree in Bachelor of Science in Accountancy and a Xero certified.
• He has catered clients based in the US, UK, New Zealand and Australia.
• He is proficient with Xero, QuickBooks, MYOB, SAP, Dext, Salesforce, and Hubdoc.
• He is available to start immediately.

• 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.
• Detail-oriented; typically makes and follows a plan to keep track of things and usually follows up to ensure completion.

Jessie Louis 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 Jessie Louis, who takes responsibilities very seriously.

Marie has over fifteen years of experience in the customer service industry handling financial accounts

She worked as a Fraud Recovery Agent for a credit card company where she investigated cases with fraudulent activities such as:

• Counterfeit cards
• Lost/stolen cards
• Account takeover
• Unauthorized transactions
• Fraud typing 
• Credit bureau reporting

Worked as a customer risk investigator for an international payment system where she investigated accounts with unauthorized activities

Processed restrictions and appeals of accounts affected

Marie also did a bit of upselling where she offered other packages and products to their existing clients

Marie has very good communication skills and sounds pleasant over the phone

She is open to part-time positions and can start immediately
 

Predictive Index Behavioral Profile - Scholar

https://www.predictiveindex.com/reference-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.

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

Marie is reserved and will generally express herself in a factual, direct, and succinct manner. A conscientious person, her 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, she’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.

• Lynnel has more than 13 years of relevant work experience performing as an Email and Chat Specialist where she mainly handled travel accounts in the BPO industry and she supported the following tasks for the US, UK, and Canadian clients:

  • Order Entry
  • Flight and Hotel Booking 
  • Processing flight cancellations
  • Assisting social media inquiries and creating templates for ChatBot
  • Customer Service
  • Data Collection and Entry
  • Customer Service

• Lynnel also was part of the pioneering team working as a chat support and stayed in the same company for 10 years.

• She is proficient with the following tools:

  • Oracle
  • LiveHelp
  • LivePerson
  • MS-DOS
  • Kana
  • Microsoft Office (Word, Excel, and PowerPoint)

• She is available to start immediately and is amenable to working the day shift for any full-time position.
   

Predictive Index Behavioral Profile - Scholar

predictiveindex.com/reference-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.
• 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.

Behavioral Summary

Lynnel Grace 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 a 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 ensuring high-quality results.

• Chel has a bachelor’s degree in Operations Management.
• She has been working for 7 years in various industries - in a software company, real estate, consulting agency, retail, e-commerce, construction, solar company, and in an accounting firm.
• She started her remote job in November 2022 catering to US and AU clients.
• She has relevant experience in performing the following:
  • Auditing
  • Preparing financial reports and statements
  • Bookkeeping
  • Bank reconciliation
  • Collections
  • Managing end-to-end accounts receivable and payable
  • Purchasing and invoicing
  • Payroll
  • Phone support for clients and internal employees
  • Database entry/management
• She has experience with vendor management wherein she contacted the supplier for outstanding payments and invoices. 
• Her experience with Order Management & Shipping Management involved the creation of purchase orders, arranging shipment documents, and providing the necessary invoices. 
• She has also done Inventory management, wherein she does physical audits of office supplies and manufacturing products. 
• She is proficient in using different accounting software such as Oracle, QuickBooks Online, Xero, MYOB, Tiller Money, Expensify, Hubdoc, Carbon, and Suitefiles.
• She considers herself an adaptable and resourceful person.
• She can start immediately, amendable to work any shifts, and open for any full-time or part-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.

• 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.

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, Richelda 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. Richelda 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.

• Janna has been working for almost 7 years as Customer Service Representative, Administrative Assistant, Executive Assistant, and Retention Specialist within BPO, telecommunication, and, Real Estate industries where she honed her skills in:
  • Customer Handling
  • Email Management
  • Administrative Assistant Support
  • Property Management
  • Social Media Management
  • Basic Bookkeeping
  • Lead Generation
• She is proficient with Zendesk, Avaya, Citrix, Slack, Google Suite, Zoom, Hubspot, WhatsApp, Camtasia, Canva, Discord, Airtable Zoho, Microsoft Excel and has basic knowledge with Gorgias.
• She can start as soon as possible for a full-time position at any time zone.

• 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.

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

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

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

• Create architectural, mechanical, and structural plans and drawings
• Collaborating with Engineers and Architects for project completion
• Supervised construction of residential, institutional, and commercial buildings
• Doing interior renovations
• Checking the site to determine the condition
• Graphic Designing (Signages and drawings)

• CAD (AutoCAD, SketchUp and Lumion)
• Adobe Photoshop
• CorelDRAW

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

• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
• Driven to achieve operational efficiencies: thinks about what needs to be done and how it can be done as fast as possible while maintaining a high-quality outcome. Impatient with routines.

Behavioral Summary

Emman 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 Emmanuele, who takes responsibilities very seriously.

With experience and/or training, Emmanuele 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 Emmanuele 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.

• Edji has been working for almost 9 years in the real-real estate, health and wellness, educational institutions and, business process outsourcing handling telecommunications accounts where she supported the following tasks:
  • Account Management 
  • Project Management 
  • Executive Virtual Assistance
  • Email Marketing
  • Social Media Management 
  • Property Management
  • Technical Support
  • Billing and Retention
  • Lead Generation 
  • Customer Correspondence
  • Sales 
  • SEO
  • Video editing
  • Administrative tasks
• As an Account/ Project Manager, she has been involved in doing 
  • Delegating of tasks for VA and back-end supports 
  • Creating Progress reports to be sent out to the client 
  • Making KPI measurements to keep the team on track with task 
  • Acting as POC for any concerns relating to project requirements 
  • Strategizing best practices in delivering the task 
  • Supporting the clients with needs and providing assistance with the completion of projects 
• She has also knowledge with eCommerce designing and eCommerce eco system 
• She gained 6 years in rental property management for short, mid and long term rentals.
• She is proficient in using the following tools 
  • AirBnB
  • VRBO
  • Click up 
  • Asana 
  • Trello 
  • HubSpot
  • Notion 
  • AirTable 
  • Monday.com 
  • Loomly
  • Ring Central 
  • Slack 
  • Go Daddy 
  • WordPress
  • Basecamp
• She can start asap, is amendable working any shifts, and open for any full-time or part-time role.

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

• Ergielyn 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 make them readily approachable. Ergielyn gets along easily with a wide variety of people.

  Her drive is directed at working with and for others. She 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.

• Yam has worked for almost 11 years in a variety of fields, including the travel industry, education, and business process outsourcing, where she handled and performed roles like back office and front office agent, coordinator, inbound sales representative, customer service representative, and specialist in hotel reservations. She has a degree is in marketing management.
• She was exposed to the following tasks: 
• Phone support
• Email and chat support
• Back office and Front office Administration
• Inbound Sales
• Flight and hotel booking, change and cancel reservations
• Upgrading flights
• End-to-end refund processing 
• Administrative tasks

• He has 17 years of working as a Graphic Designer/ Video Editor within the industry of Real Estate, Advertising, IT, Education, and eCommerce. He has supported numerous real estate projects from Australia, and the US. He has very strong experience with different creative tasks that includes:
  • Building brand designs and brand visuals 
  • Designing all marketing collaterals from flyers, brochures, pamphlets, promotional, and sales materials 
  • Creating designs for newsletters and social media graphics
  • Producing motion graphics and video ads promotions 
  • Developing 3D modeling and simple animations 
  • Designing web pages and landing pages 
• He has also served as Creative Lead managing 8 junior designers and different account managers. As a Creative Lead, he provided overall creative direction and quality checking of the work done 
• He has also experience with CMS and programming languages HTML, CSS, JavaScript 
• He is a confident user of the following tools 
  • Adobe Photoshop 
  • Adobe Lightroom 
  • Adobe XD 
  • Adobe Illustrator 
  • Adobe InDesign 
  • Adobe Premiere Pro 
  • Adobe After Effects 
  • MS Office 
  • 3D Sketch Up 
  • Figma 
  • Canva
  • Davinci Resolve
  • Vyond
  • Cinema 4D/ Maya 
• He can start as soon as possible 

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

• JC is helpful, patient, and stable; works steadily and consistently. Respectful of established processes, standards, and policies, he will work within those standards to ensure repeated successes and high-quality results.
• JC 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 he is responsible for establishing the process, he will do so in a thoughtful, methodical manner, paying close attention to details and time-honored successes. Once established, he’ll expect that the process be followed consistently.