Remote work has existed for years, even before the pandemic. However, it became mainstream during mandatory lockdowns and later evolved into a preferred long-term setup for many beyond 2020.
Despite the clear benefits of remote work, many business owners still struggle to see the value of a distributed workforce. Concerns abound about productivity, particularly whether high-quality work can be delivered by someone thousands of miles away.
In reality, failed offshoring is rarely due to the remote hires themselves, but often, because of the hiring company or client.
Why does this happen, and what can be done about it?
IN THIS BLOG
- ➤
The Offshore Blame Game (And Why It’s Wrong) - ➤
“They Didn’t Get It” Isn’t the Whole Story - ➤
Output Gaps Often Reflect Input Gaps - ➤
What’s Often Missing in the Handoff - ➤
3 Offshore Handoff Personas That Sabotage Success - ➤
#1. The Micromanager Who Won’t Let Go - ➤
#2. The Abdicator Who Disappears After Assigning - ➤
#3. The Assumer Who Thinks “It’s Obvious” - ➤
What Great Handoffs Actually Look Like - ➤
Fixing the Handoff: A Quick Audit for Leaders - ➤
Does Someone Own the Onboarding Process? - ➤
Are Deliverables or Outcomes Being Delegated? - ➤
What Happens After the First 7 Days? - ➤
How Remote Staff Ensures Handoff Success - ➤
FAQs – Offshore Handoffs and Delegation Clarity - ➤
#1. Why Do Offshore Hires “Fail” Even When They Look Good on Paper? - ➤
#2. Who Should Own the Onboarding Process? - ➤
#3. How Much Documentation Is Too Much? - ➤
#4. Can Remote Staff Help with Handoff Planning? - ➤
#5. Should I Start with Simple Tasks or Go All-In? - ➤
Conclusion – It’s Not Hiring Offshore That Fails. It’s the Handoff.
The Offshore Blame Game (And Why It’s Wrong)
Remote workers are often blamed for poor performance, especially when they struggle to deliver in their first few weeks on the job.
However, this is not entirely their fault.
“They Didn’t Get It” Isn’t the Whole Story
Just because an offshore hire fails to deliver as expected does not mean their talent is lacking. Nor is it necessarily due to cultural differences in offshoring.
More often than not, the claim that “they just didn’t get it” points to a breakdown in clear, explicit communication issues in offshore teams. Unlike onsite teams, offshore workers rely heavily on precise instructions where nothing is left to assumption.
For example, when a manager assigns a task and says, “make it look professional,” the offshore hire may not realize this actually means, “use our 2024 brand guidelines.”
Output Gaps Often Reflect Input Gaps
There is an unspoken pressure on remote hires to prove that they are just as skilled, if not more so, than their onsite counterparts.
Yet companies often overlook a simple truth: the quality of output from a remote team is directly proportional to the quality of input they receive.
Hence, the first 90 days are critical. New hires need consistent guidance and feedback, ideally through a dedicated mentor who shows them how things work and closely supports them until they can operate independently.
What’s Often Missing in the Handoff
Delegation is one of the most crucial parts of a new employee’s first few days.
Unfortunately, some managers treat tasks as something to simply “toss over the wall,” leading to breakdowns in delegation:
- No Documented Expectations or SOPs – Standard operating procedures (SOPs) are the backbone of a remote team. Without them, offshore hires are forced into a guessing game. Without clear instructions and guidance on how tasks are done, remote workers, and even onsite employees, are left to improvise.
- No Real Owner of Handoff Success – Accountability drives success. Unfortunately, many organizations face an accountability gap: executives sign the contract, HR handles the paperwork, but no one is clearly responsible for ensuring a new hire’s success in the first 30 days. Moreover, without proper onboarding, onshore peers may view a remote worker as a burden rather than an asset. Meanwhile, offshore hires may hesitate to ask questions for fear of appearing incompetent.
- Feedback Comes Too Late or Not At All – Mistakes can go unnoticed for a long time, especially without regular feedback. Unlike frequent check-ins, delayed feedback can feel more like a performance review than a coaching opportunity. As a result, new hires may develop a fear of failure, becoming hesitant to take initiative, particularly when they are still unclear about expectations.
3 Offshore Handoff Personas That Sabotage Success
Now that we’ve established that a new hire isn’t always to blame for “failing,” who is responsible?
Here are some examples.
#1. The Micromanager Who Won’t Let Go
Some managers fear that an offshore hire will disrupt their well-established processes.
As a result, instead of delegating tasks fully, they hold tightly to control them, even while the remote worker is expected to handle the work.
Illustration:
Mark hires John, a senior developer. However, instead of letting John focus on his tasks, Mark insists on reviewing every line of code as it’s written and requires John to provide updates three times a day.
Unsurprisingly, this makes John feel trapped. Eventually, he stops taking initiative, or worse, begins looking for a new job. Meanwhile, Mark becomes burned out from doing more himself and ends up blaming John for underperformance.
Candidates:
Filter by Role:
*Booking interviews depend on candidates' availability and interest.
All-inclusive Rate: USD $8.57/hr
Carmela
Candidate ID: 431775
ADVANCED
-
Administrative Skills, Customer Handling, Communication Skills, MS Teams...
INTERMEDIATE
-
Data Entry, Canva...
Median Rate
$8.57
$9.29
if $1 = PHP52
$10.96
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 7.61 per hour or $USD 659.41 per month
Full Time: $USD 8.57 per hour or $USD 1486.25 per month
Remote Staff Recruiter Comments
- Carmela started in the BPO industry for 4 years. She was able to do fraud analysis, record handling, customer service, financial management and email support.
- She then transitioned as a virtual assistant where some of her responsibilities include:
- data entry
- outbound calls to prospective client
- appointment setting
- recruitment
- She has became a healthcare virtual assistant where she performs the following:
- inbound and outbound calls to and from patients
- liaise between patients and providers
- appointment setting
- She did recruitment for licensed practical nurses, certified nursing assistants and nurses in the US. She did end to end recruitment:
- job posting
- credentialing
- interviewing
- onboarding
- She is knowledgeable on the following tools:
- Kamana
- Jazz HR
- ZipRecruiter
- Nurses.com
- Indeed
- She is ready to start after a week.
Predictive Index Behavioral Profile - Individualist
Strongest Behaviors:
- Private, serious, introspective, and reserved. Takes time to connect to and trust new people.
- Focused; can concentrate on the task at hand for long periods. Quickly notices and understands technical matters more than social ones. Consistent and patiently thoughtful.
- Works at a steady, unwavering pace; most comfortable with familiar processes, environments, and co-workers. Doesn’t easily change.
Carmela 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, Carmela 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 her ideas, she 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’ll generally push hard to reach it, regardless of the goal’s popularity with others. Undaunted by criticisms or failures.
Employment History
FRAUD ANALYST
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
March 2018 to July 2019 (16 Months)
Duties and Responsibilities:
- Provide excellent customer service while in a high call volume and fast-paced environment.
- Observe customer transactions to identify fraudulent activity such as account take over, friendly fraud, theft, and similar other risks.
- Ensure confidentiality of all information collected during an investigation.
- Recommend anti-fraud processes for changing transaction patterns and trends.
CUSTOMER SERVICE REPRESENTATIVE / EMAIL SUPPORT
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
September 2019 to December 2020 (15 Months)
Duties and Responsibilities:
- Responding to customer inquiries quickly, directly, and concisely.
- Being able to communicate effectively in a fast-paced, written medium.
- Ensured customer satisfaction by handling day-to-day affairs.
- Multi-task effectively
- Identifying customers' needs and helping a customer with their concerns
VIRTUAL ASSISTANT
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
January 2021 to March 2021 (2 Months)
Duties and Responsibilities:
- Helping the client with a personal task
- Data Entry
- Hire New team members
- Make outbound calls to prospective clients for the Inside Sales rep to close
- Appointment Setting Experience calling B2B client
- Schedule Team meeting
VIRTUAL ASSISTANT
Industry:
Banking / Financial Services
Employment Period:
February 2021 to August 2023 (30 Months)
Duties and Responsibilities:
- Managing inbound and outbound calls to and from patients, providers, and healthcare insurance companies regarding inquiries, appointments, and data verification (maintains great phone etiquette).
- Establishing a professional relationship with medical professionals and patients; Acts as a primary liaison between patients and providers.
- Demonstrates excellent time management, strong attention to detail, accuracy, impartiality, organization, and computer competences.
- Establishing a professional relationship with medical professionals and patients; Acts as a primary liaison between patients and providers and Attorney's office.
- Providing administrative support which includes (data entry, appointment scheduling).
- Has excellent communication skills.
RECRUITER
Industry:
Healthcare / Medical
Employment Period:
September 2021 to March 2022 (5 Months)
Duties and Responsibilities:
- Responsible for meeting hiring goals and sourcing and screening candidates.
- Coordinating the interview process.
- Facilitating offers and employment negotiations while ensuring candidates have a pleasant experience.
- Posting on Facebook (creating good content and graphic designing).
- Responsible for attracting candidates for jobs and matching them to temporary or permanent positions with client companies.
- Ensure consistency between expectation and candidates preferences.
Scheduling Coordinator
Industry:
Healthcare / Medical
Employment Period:
July 2024 to June 2025 (10 Months)
Duties and Responsibilities:
Education History
Field of Study:
Agriculture/Aquaculture/Forestry
Major:
Upland Farming
Graduation Date:
February 27, 2007
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
Administrative Skills, Customer Handling, Communication Skills, MS Teams, Staff Scheduling, Fraud Analysis,
INTERMEDIATE ★★
-
Data EntryCanva
Work at Home Capabilities:
- Internet Bandwidth: Between 5mbps to 100mbps
- Working Environment: Private Room
- Speed Test Result: Download: 13.70, Upload: 63.54
- Internet Type: Fiber
- Hardware Type: Desktop
- Brand Name: Customized
- Processor: Ryzen 5
- Operating System: Windows 10
All-inclusive Rate: USD $9.54/hr
Jonalyn
Candidate ID: 431738
ADVANCED
-
JD Edwards, Xero, Office 365, Skype...
INTERMEDIATE
-
IFCA, Trello, Accounts Payable Management, Accounts Receivable Management...
Median Rate
$9.54
$10.40
if $1 = PHP52
$12.40
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 9.54 per hour or $USD 826.83 per month
Full Time: $USD 9.54 per hour or $USD 1653.67 per month
Remote Staff Recruiter Comments
- Jona is a Certified Public Accountant with 10 years of relevant experience. She was employed within the BPO, accounting firm, and real estate industries in progressive roles. She showcased her expertise in different accounting functions to clients based in Australia and Singapore. In addition, she also provided consulting services to local clients for 2 years where she got exposed to royalty reporting for a real estate client.
- She is proficient in supporting, but not limited to, the following:
- General Accounting
- Reporting Analysis
- Budgeting
- Taxation
- Bookkeeping
- Accounting Reconciliation
- She used numerous applications and software such as JDE, Xero, IFCA Property Plus, QuickBooks Desktop, SAP, MS Excel, MYOB, Sleek ERP, Dext/Receipt System, HubDoc, Zendesk, Front, Slack, and MS 365.
- She is a certified Xero Advisor.
- She can start immediately, prefers the day shift, and is open to either a part-time or full-time position.
Strongest Behaviors
- 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.
Jonalyn is a self-disciplined, conscientious person who will develop a high degree of expertise and skill in a specialized job. Has the drive to get things done right and in accordance with established standards of accuracy and quality.
Jonalyn strives to make sure that things get done right, and is often placed in positions of control and trust. Given the necessary guidelines, will carry out responsibilities authoritatively and firmly. Has a sense of urgency and works and functions, in general, at a faster-than-average pace, making decisions quickly as long as they are the kind of decisions that can be made in support of accepted policies.
Employment History
Senior Accountant
Industry:
Accounting / Audit / Tax
Employment Period:
April 2022 to May 2023 (13 Months)
Duties and Responsibilities:
- In charge of the day-to-day financial transactions and complete posting processes, verify if transactions are recorded correctly in the ledger, perform partial check of posting processes, and perform bank reconciliation.
- In charge of maintaining full sets of books for a portfolio of clients including bank reconciliations, fixed assets register, raising journals and preparing financial reports in Xero accounting system
- Preparing Unaudited Financial Statements, SG GST quarterly submissions, and payroll support for Singapore clients
- Working with diverse range of clients from small to large companies with various range of industries
- Understand and adhere to financial regulations and legislation under Singapore Financial Reporting Standards (SFRS)
- Work with internal stakeholders and third-party consultants on the specifications
- Assisting the portfolio lead in providing CFO services to our clients which include Financial Planning and Analysis
- Managing a team of bookkeepers and portfolios of clients
- Other ad-hoc accounting related duties as requested by the Management
Public Accountant & Tax Practitioner
Industry:
Accounting / Audit / Tax
Employment Period:
February 2020 to April 2022 (26 Months)
Duties and Responsibilities:
- Supports small businesses and individuals with tax and financial statement
- Organize and file income tax returns and documents for clients
- Assess business and financial transactions and prepare accurate reports
- Help develop and implement effective accounting policies and processes
- Monitor bookkeeping activities regularly
- Help in reconciliation and review of client’s accounts
- Respond to tax and accounting related issues
Internal Auditor
Industry:
Construction / Building / Engineering
Employment Period:
December 2010 to July 2012 (19 Months)
Duties and Responsibilities:
- Conducts cash audit and review the monthly summarized liquidation by the Finance Officer for Tagaytay City and Bontoc Branch Office
- Monitor the cost of construction materials and verify payment to major suppliers
- Check and validate that all petty cash released are properly disbursed
- Responsible in monitoring the collection from clients and government projects
- Conducts the checking of payroll
- Perform other duties that may be assigned by the Owner/Manager
Payroll Tax Practitioner
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
August 2012 to February 2013 (6 Months)
Duties and Responsibilities:
- Maintain payroll records in Payroll system and update systems that support payroll processing
- Reconcile client weekly and quarterly payroll
- Ensure accuracy of net pay and process remittance payments
- Communicate or respond to queries for any payroll delivery questions/changes
- Provide the client with support and data for any internal and external audits
- Ensure compliance to the client's existing standards, GAAP and other applicable laws
- Develop and keep current complete process documentation including flow charts with key control points, process narratives and desk procedures
- Update client employee's tax forms including W2 Form
- Perform other duties that may be assigned by the manager
Finance
Industry:
Property / Real Estate
Employment Period:
April 2013 to July 2016 (39 Months)
Duties and Responsibilities:
- Cash Flow Management/budgeting
- Monitor and analyze budget versus actual expenses
- Accounting - ensure that income targets are met and current ratio (not less than 1) and DE ratio (not more than 3) are compliant to debt covenants
- Funding - ensure the funding plans are implemented. Loans are released on time
- Preparation of financial projections of the whole company
- Ensure that expenses are within the budget and still align with the agreed targets
- Preparation of financial projections for the company
- Help and recommend in setting plans for comprehensive funding strategies for each project funding requirements
- Supervise and evaluate the work of Project Finance Officer
- Involved in the strategic planning and in the conceptualization of future projects
- Perform other functions required by CFO and COO
- Perform additional function as Accounting Supervisor from January 2016 to April 2016:
- Monitor and analyze accounting data and produce financial reports or statements
- Recommend cash disbursements by verifying check amounts against invoices
- Ensure that all general ledger accounts are reconciled to subsidiary records
- Guide other departments by interpreting accounting policies and procedures
- Ensure the accuracy and timely processing of accounting transactions, and timely reporting of monthly financial information
- Approve ledger entries by auditing transactions
- Help in the development and implementation of new database accounting system
Project Accountant
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
August 2016 to April 2017 (8 Months)
Duties and Responsibilities:
• Export, update and review monthly project actual revenues, costs, outstanding purchase order/commitments, supplier payments and customer receipts from the JDE software in the project financials
• Work with the Project Manager to update the individual variations, both revenues and costs to the original agreed scope of work and budget
• Update JDE with the new monthly forecast and run the profit recognition process and check that the financial results from JDE match the financial results in the project financial summary
• Update the rolling 15-month forecast report, and review presentation tables and charts for review meeting
• Perform other assigned tasks within my capabilities
Accountant
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
May 2017 to November 2021 (54 Months)
Duties and Responsibilities:
- Develop and analyze reporting and financial modeling for project operations and budgets
- Review the budget and actual project financial summary presentation tables and charts
- Analyze and post general ledger journals for projects as required
- Monitor project invoices, payables, receivables and costs associated with each project
- Review weekly project revenues and costs against prior week’s data for any anomalies
- Provide project managers with timely project financial reports, budgets and forecasts
- Ensure project cash flow by generating, auditing and sending invoices to clients in a timely manner
- Map the project budget to the Accounting Software chart of accounts and update general ledger accounts within said budget
- Process payroll costs allocation and other related costs to appropriate projects
- Perform project accounting for all non-Project Financial Summary projects using standardized margins until the project has been completed
- Oversee and supervise one of company’s branch (Datatel)
- Suggested and amended the chart of accounts and some financial reporting requirements in conformity with the main office
- Review and approved draft entries in Xero system
- Monitor and make sure that all transactions related for the month have been entered in Xero system before closing accounting period
- Supervise and evaluate the work of my team
Education History
Field of Study:
Finance/Accountancy/Banking
Major:
Accountancy
Graduation Date:
April 17, 2010
Located In:
Philippines
License and Certification: :
Certified Public Accountant
Skills
ADVANCED ★★★
-
JD Edwards, Xero, Office 365, Skype, General Accounting, Reporting Analysis, Budgeting, Taxation, Bookkeeping, Accounting, Accounting Reconciliation, Critical Thinking, Time Management,
INTERMEDIATE ★★
-
IFCATrelloAccounts Payable ManagementAccounts Receivable Management
Work at Home Capabilities:
- Internet Bandwidth: Between 5mbps to 100mbps
- Working Environment: Private Room
- Speed Test Result: https://www.speedtest.net/result/15293095844
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: LENOVO Ideapad Slim 3
- Processor: 11th Gen Intel(R) Core(TM) i5-1135G7 @ 2.40GHz 2.42 GHz
- Operating System: Windows 11
All-inclusive Rate: USD $17.75/hr
Mick
Candidate ID: 431727
ADVANCED
-
Kotlin, Java, MVVM, VBA...
INTERMEDIATE
-
RESTful...
Median Rate
$17.75
$19.83
if $1 = PHP52
$24.66
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 15.34 per hour or $USD 1329.09 per month
Full Time: $USD 17.75 per hour or $USD 3076.74 per month
Remote Staff Recruiter Comments
- Mick has been in the Software Development field for over 8 years, 5 years were on Android development
- He was able to create apps from the scratch
- He also did the submission process to Play Store, review codes, creating new functions and features and bug fixing
- He's adept at the following:
- Kotlin - 4 years
- Java - 3 years
- Restful API
- MVVM for Android
- GIT - 4 years
- VBA
- VB.NET
- C++
- AGILE Development
- He can start in 2 weeks
Predictive Index Behavioral Profile - Specialist
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
Mick Jason 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 his 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 Mick Jason, who takes responsibilities very seriously.
Employment History
Android Developer
Industry:
Entertainment / Media
Employment Period:
May 2019 to October 2019 (5 Months)
Duties and Responsibilities:
- Developed a movie app in Google Play Store
- Streaming app that plays or offer Movies, Audios and live contents for Filipinos
- Bug Fixing and add additional functions
- Developed a trasportation app
- Booking your preferred seat on provincial buses
- Live tracking of the bus
Android Developer
Industry:
Others
Employment Period:
August 2019 to October 2019 (2 Months)
Duties and Responsibilities:
- Created eCommerce from the scratch.
- An app that sells second hand or brand new items
- Integrated PayPal and GCash payment etc
Software Engineer
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
September 2017 to May 2019 (20 Months)
Duties and Responsibilities:
- Developed Mobile and Watch apps for elderly people.
- The apps have fall alert detection using an accelerometer and when triggered, it will send email automatically to notify their relatives.
Android Developer
Industry:
Computer / Information Technology (Software)
Employment Period:
November 2019 to October 2020 (11 Months)
Duties and Responsibilities:
- Developed a comics application.
- Integrated an Augmented Reality
- Developed an app that checks the health status of a patient thru picture of the Eye
Senior Android Developer/Domain Lead
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
June 2021 to January 2022 (7 Months)
Duties and Responsibilities:
- AGILE development
- Responsible for code reviews
- Responsible for creating new functions or features
- Responsible on bug fixing and code improvements
Software Engineer
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
November 2013 to February 2017 (39 Months)
Duties and Responsibilities:
- QA Automated Mailer - sends a formatted email composed of status and details of workload with attachment to QA team.
- XML to Excel Converter - removing manual searching from XML and arranging the data to be easily readable.
- Automated Attendance Tracker - tracks the agent's login, logout, idle time, attendance, late and break time etc.
- Status Notification Tool - a pop-up notification on the agents screen with messages or info from team leads or managers.
- Web Scraping - extracting data from a website to excel or notepad.
- UI Automation - controlling software that is detectable by UI path, using Excel Macro to lessen the manual intervention.
Education History
Field of Study:
Computer Science/Information Technology
Major:
Electronics
Graduation Date:
October 29, 2012
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
Kotlin, Java, MVVM, VBA, C++, MySQL, PLC Programming, Git, PHP,
INTERMEDIATE ★★
-
RESTful
Work at Home Capabilities:
- Internet Bandwidth: Greater than 100mbps
- Working Environment: Private Room
- Speed Test Result: Download: 572.30, Upload: 563.40
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: MacBook Pro
- Processor: APPLE M1 CHIP WITH 8-CORE CPU
- Operating System: MacOS X
All-inclusive Rate: USD $6.64/hr
Aubrey
Candidate ID: 431372
ADVANCED
-
Customer Experience, Team Management, Sales...
INTERMEDIATE
-
Customer interaction management, Coaching, Call Center Management, Email Handling...
Median Rate
$6.64
$7.07
if $1 = PHP52
$8.07
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 6.64 per hour or $USD 575.70 per month
Full Time: $USD 6.64 per hour or $USD 1151.41 per month
Remote Staff Recruiter Comments
- Aubrey started her career in BPO for 8 years.
- She became a customer service representative where she handled basic inquiries from the customers, handle billing inquiries and became a helpdesk support.
- He also had an experience with eBay where she became a mentor and got the opportunity to become a coach.
- She did the following as a coach:
- generating reports
- taking over escalations
- troubleshooting
- appeals
- She is knowledgeable on the following tools:
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Office
- She is ready to start after 2-weeks.
Employment History
Coach
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
June 2020 to April 2022 (22 Months)
Duties and Responsibilities:
- Attending Client Meeting
- Attending Weekly Calibration
- Weekly coaching agent for opportunities and performance basis
- Securing daily attendance to pass LOB's interval
- Taking escalated calls, chat and email
- Assisting agents when it comes to process base from LOB's processes and policies
eBay M2M Appeals Customer Service
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
July 2019 to May 2020 (10 Months)
Duties and Responsibilities:
- Taking closed cases to appeals.
- Reviewing closed cases if qualified to be granted or denied for an appeal reason.
- Reviewing seller's performance and reviewing invalid defects and negative feedbacks.
Subject Matter Expert/Virtual Team Manager
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
June 2016 to September 2018 (27 Months)
Duties and Responsibilities:
- Attending Client Meeting
- Attending Weekly Calibration
- Weekly coaching agent for opportunities and performance basis
- Securing daily attendance to pass LOB's interval
- Taking escalated calls, chat and email
Billing and Sales CSR
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
October 2013 to June 2017 (44 Months)
Duties and Responsibilities:
- Receiving calls for billing inquiries and billing disputes.
- Assisting customer for getting new orders or starting new services.
- Offering company's services.
Premiere Service Advocate
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
May 2022 to December 2024 (30 Months)
Duties and Responsibilities:
Education History
Field of Study:
Engineering (Civil)
Major:
Civil Engineering
Graduation Date:
January 1, 2007
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
Customer ExperienceTeam ManagementSales
INTERMEDIATE ★★
-
Customer interaction management, Coaching, Call Center Management, Email Handling, Chat Support, Phone Support, Subject-matter, Administrative Skills, Account Validation, Account Management, AvayaSalesforce CRMSlackGenesis FrameworkTableau
Work at Home Capabilities:
- Internet Bandwidth: Greater than 100mbps
- Working Environment: Private Room
- Speed Test Result: https://www.speedtest.net/result/17081465203
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: Lenovo
- Processor: Intel(R) Core(TM) i5-7200U CPU @ 2.50GHz 2.71 GHz
- Operating System: Windows 11
All-inclusive Rate: USD $6.64/hr
Marie
Candidate ID: 431370
ADVANCED
-
Virtual Assistant Skills, Chat Support, Email Support...
INTERMEDIATE
-
Customer Handling, Customer Service...
Median Rate
$6.64
$7.07
if $1 = PHP52
$8.07
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 7.61 per hour or $USD 659.41 per month
Full Time: $USD 6.64 per hour or $USD 1151.41 per month
Remote Staff Recruiter Comments
She is proficient in supporting the following:
- Phone support, both inbound and outbound
- Email and chat support
- Order replacement and refund
- Order tracking and status check
- Basic troubleshooting of account-related concerns
She is exposed to the following tools/applications:
- Shopify
- ShipStation
- Gorgias
- Stern
- CRM
- AirTable
She took up Mass Communication, Major in Broadcasting in college.
She can start immediately.
She is willing to work with any time zone.
Employment History
eCommerce Virtual Customer Support
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
November 2021 to June 2022 (7 Months)
Duties and Responsibilities:
- Clothing and nail polish brand Handled Email and Chat Support
- More on processing replacement and checking status of orders
Department of tourism CSR
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
March 2022 to June 2022 (3 Months)
Duties and Responsibilities:
- Approving travel documents for the traveler
eCommerce Virtual Customer Support - Under UpWork
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
April 2022 to May 2022 (1 Months)
Duties and Responsibilities:
- Tracking order of customers
- Discussing charges and billing
- Processing refunds
- Inbound, Outbound and ticketing
HELPDESK TECHNICIAN TIER 2
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
July 2021 to May 2022 (10 Months)
Duties and Responsibilities:
- Handled Covance project
- Handled Inbound calls and Chat support
- More on speaking to Covance employees to reset their password, troubleshooting their device
CUSTOMER SERVICE REPRESENTATIVE
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
April 2018 to December 2018 (8 Months)
Duties and Responsibilities:
- Inbound calls, outbound and chat support
- Discussing about the reservation of the customer and also making changes on the reservation
CUSTOMER SERVICE ASSOCIATE
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
April 2019 to September 2021 (29 Months)
Duties and Responsibilities:
- Handled inbound calls, emails and chats
- Processing refund, replacements and tracking orders for the customers
eCommerce Virtual Customer Support
Industry:
Healthcare / Medical
Employment Period:
August 2021 to November 2021 (2 Months)
Duties and Responsibilities:
-
Audien hearing is about hearing aids for the elderly Stayed for 3 months as a virtual assistant Handled email support, chat support and sometimes phone calls More on processing refunds and replacements
Risk and Compliance Specialist II
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
March 2024 to July 2024 (4 Months)
Duties and Responsibilities:
- Assisting riders regarding fraudulent activities on their account
- Assisting drivers regarding account take over and stolen earnings on their account
Education History
Field of Study:
Mass Communications
Major:
Broadcasting
Graduation Date:
January 1, 2015
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
Virtual Assistant Skills, Chat Support, Email Support,
INTERMEDIATE ★★
-
Customer HandlingCustomer Service
Work at Home Capabilities:
- Internet Bandwidth: 50 Mbps
- Working Environment: Private Room
- Speed Test Result: https://www.speedtest.net/result/12563715164
- Internet Type: Fiber
- Hardware Type: Desktop
- Brand Name: Dell
- Processor: Intel(R) Core(TM) i5-10500T CPU @ 2.30GHz 2.30 GHz
- Operating System: Windows 10
All-inclusive Rate: USD $8.57/hr
Sarah
Candidate ID: 430938
ADVANCED
-
Asana, Customer Experience, Sales operations, Salesforce.com...
INTERMEDIATE
-
Data Entry, Podio, Social Media Marketing, Calendar Management...
Median Rate
$8.57
$9.29
if $1 = PHP52
$10.96
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 8.57 per hour or $USD 743.12 per month
Full Time: $USD 8.57 per hour or $USD 1486.25 per month
Remote Staff Recruiter Comments
- Sarah has over 4 years of experience as an Admin Assistant, Legal Assistant, Appointment Setter, and Executive Assistant
- She's skilled also with
- Customer Handling
- Executive Support
- Admin tasks such as creating reports, scheduling meetings, and so on.
- Calendar Management
- Email Management
- Appointment Setting
- Social Media Marketing
- She catered to clients where some are based in Canada, US, Utah
- Adept with using tools like:
- Outlook 365
- Asana
- CRM: Podio, Pipedrive
- MS Teams
- Slack
- MS Office (Word, Excel)
- Available to start ASAP.
Employment History
Executive Virtual Assistant
Industry:
Employment Period:
January 2018 to December 2019 (23 Months)
Duties and Responsibilities:
- Responding to emails and phone calls.
- Scheduling meetings.
- Creating reports
- Research
- Creating PowerPoints
- Used CRM
- Other Adhoc and Admin Tasks
Medical Representative - Appointment Setter
Industry:
Healthcare / Medical
Employment Period:
September 2019 to April 2020 (7 Months)
Duties and Responsibilities:
- Cold call potential clients
- Handle Objection
- Follow call flow
- Provide information to potential clients
- Schedule appointments.
- Does follow-up calls to leads.
Real Estate Appointment Setter
Industry:
Property / Real Estate
Employment Period:
April 2020 to August 2021 (16 Months)
Duties and Responsibilities:
- Using Mojo and Calendly.
- Cold call potential clients
- Provide information to potential clients
- Schedule appointments.
- Does follow-up calls to leads.
- EOD of a detailed log of calls, including those which were not answered via skype or email.
Admin Support
Industry:
Entertainment / Media
Employment Period:
August 2021 to December 2021 (4 Months)
Duties and Responsibilities:
- Doing Deal Contracts and make Clients signed via PANDADOC
- Manage CRM Pipedrive / database
- Monitor KIXIE call recordings of CSR
- Communicate discrepancies within the team or to the Team Lead.
- Generate, process and store reports that include confidential information.
- Organize records and data to ensure it is stored and positioned in instinctive file / folder locations.
- Follow Company SOP
- Monitor Leads in ASANA
- Give support to CSR via Slack and Wire
Legal Assistant/Executive Assistant
Industry:
Law / Legal
Employment Period:
February 2022 to April 2022 (1 Months)
Duties and Responsibilities:
- Answer emails and other inquiries from customers and lawyers.
- Manage the schedules of the lawyers.
- Help in doing some research about the case.
- Keep and organize court files and other documents if necessary.
Education History
Field of Study:
Education/Teaching/Training
Major:
Secondary Education
Graduation Date:
April 15, 2015
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
Asana, Customer Experience, Sales operations, Salesforce.com, Process Improvement, CRM, Teaching, Email Handling, Email Support, Email management, Chat Support, Booking Assistance, Executive Assistance, Administrative Support, Paralegal,
INTERMEDIATE ★★
-
Data Entry, Podio, Social Media MarketingCalendar ManagementEmail managementExecutive AssistanceLegal
Work at Home Capabilities:
- Internet Bandwidth: 50 Mbps
- Working Environment: Private Room
- Speed Test Result:
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: HP
- Processor: Intel i5
- Operating System: Windows 10
All-inclusive Rate: USD $8.09/hr
Ma
Candidate ID: 430865
ADVANCED
-
Problem solving, Critical Thinking, Customer Service, Interpersonal Skills...
INTERMEDIATE
-
Leadership, Time Management...
Median Rate
$8.09
$8.74
if $1 = PHP52
$10.24
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Full Time: $USD 8.09 per hour or $USD 1402.54 per month
Remote Staff Recruiter Comments
- Icee has been working since 1999 and has handled roles such as Passenger Service Agent, Saudi Airlines, Travel Counselor, American Express Travel, Travel Fulfillment Specialist, Subject Matter Expert, Senior Travel Consultant, Crew Operations Supervisor cum Travel Coordinating Supervisor and Customer Service Representative for travel account within BPO and travel agency industries.
- She honed her skills in customer service, admin support, handled new and existing reservations for flights, hotels, and cars, ticket issuance, coordination, flight booking, reservations, scheduling, refunds, and cancellation processing. Also, she has extensive knowledge in seafarers contracts, visa documentation, fares computation, and other complex itineraries.
- Has handled travel accounts since 2002 under the US.
- Well versed with the following software tools:
- Sabre 360
- Sabre Red
- MS Office
- Linux
- Sea crew System
- Emplaza Database
- World span Amadeus
- Abacus
- Apollo
- Galileo
- She can start Immediately.
Predictive Index Profile - Artisan
https://www.predictiveindex.com/reference-profile/artisan/
Strongest Behaviors
- Extreme precision, sometimes perfectionistic; strong follow-through to ensure tasks are completed exactly in accordance with quality standards.
- Nearly exclusive focus on technical, rather than social issues. Very disciplined, specific thinking about what needs to be done, how to do it perfectly, and how to avoid pitfalls. Makes and checks an execution plan that is followed literally.
- 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.
- Focused; can concentrate on the task at hand for long periods. Quickly notices and understands technical matters more than social ones. Consistent and patiently thoughtful.
Behavioral Summary
Ma Icee Vela is thoughtful, disciplined, and particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within their area of expertise. Works at a steady, even pace, leveraging their background for the betterment of the team, company, or customer.
With experience and/or training, she will develop a high level of specialized expertise. Serious and dedicated to the job and the company.Her work pace is steady and even-keeled, and she's motivated by a real concern for getting work done thoroughly and correctly. Discipline and circumspect thinking will lend caution to her decision-making; Ma Icee Vela plans ahead, double checks, and follows up carefully on decisions and actions.
Employment History
Travel Concierge
Industry:
Travel / Tourism
Employment Period:
March 2022 to December 2025 (44 Months)
Duties and Responsibilities:
- I am responsible for answering queries and providing quotes to our leads.
- Does new reservations and ticketing in Sabre.
- Process exchanges to partially used and wholly unused tickets
- Issues MCO for Travel Credit Voucher.
- Process EMDs for air extras
- Process Refund for partially and wholly unused tickets.
- Process exchanges for Airline Schedule Change
- Does QC monitoring in PNRS thru Sabre
- Runs weekly Audit Trails Sales Report
- Responsible for weekly ARC submission.
Customer Service Representative For Travel Account
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
September 2021 to December 2021 (2 Months)
Duties and Responsibilities:
- Handle new and existing reservations for flights, hotels, and cars.
- Issue tickets for new flight bookings thru Sabre Red
- Process re-issuance and exchange for wholly unused and partially used tickets thru Sabre
- Process ticket refunds for unused and partially used tickets thru Sabre
Fleet Crew Operator
Industry:
Transportation / Logistics
Employment Period:
April 2016 to May 2017 (13 Months)
Duties and Responsibilities:
- Long term planning of officers and vessels efficient allocations in coordination with manning office
- Coordination of seafarers vessel embarkation and disembarkation
- Assess seafarers individual performance for career development and promotion
- Efficient implementation of crew changes and travel resulting in lower operating cost
HR Crew Coordinator
Industry:
Human Resources Management / Consulting
Employment Period:
October 2013 to October 2015 (24 Months)
Duties and Responsibilities:
- Maintenance of crew planning system corresponding to vessels requirements and seafarer's schedules
- Coordinate logistic crew changes to an appropriate travel agency which include flight travel, hotel accommodation, service car based on contract requirements
- Discuss JUMBO medical guidance and benefits to crew and their families
- Recommendation of crew training, seminars, and further education requirements
- Principal coordinator between seafarers and local manning agency
- Interview and qualify potential crew members (cadets) for officerships.
Crew Operations Supervisor cum Travel Coordinating Supervisor
Industry:
Transportation / Logistics
Employment Period:
June 2010 to September 2013 (39 Months)
Duties and Responsibilities:
- Maintenance of crew planning system on the assigned vessel in compliance with its principal requirements
- Coordinate vessel movement with port agents and vessel captain for smooth crew changes
- Review the completeness of crew documents, certificates, visas, and CV's per requirements
- Participate in crew promotions, repatriation, and medical emergencies
- Handle flight arrangements thru DA travel (arranger) using "WORLDSPAN" and "SABRE"
- Preparation of monthly flight monitoring report of all seafarers
Travel Concierge
Industry:
Travel / Tourism
Employment Period:
March 2022 to April 2022 (1 Months)
Duties and Responsibilities:
- Provides competitive fare quotes to clients especially for first and business class
- Process ticket issuance, exchanges, and refunds using Sabre
- Arrange hotel reservations
Senior Travel Consultant
Industry:
Travel / Tourism
Employment Period:
June 2006 to June 2009 (36 Months)
Duties and Responsibilities:
- Responsible for flight booking, ticket issuance, and hotel/car reservations of major corporate accounts to include
- Monitor accomplishment of visa requirements, waiver, and clearance per destination
- Check updates on airline rates and travel advisories.
Travel Consultant
Industry:
Travel / Tourism
Employment Period:
January 2006 to May 2006 (4 Months)
Duties and Responsibilities:
- Responsible for handling flight, visa monitoring, hotel reservations, and ticketing of expatriates
- Accomplish fare computations and mainframe of the itinerary to travel section for approval before ticketing and booking
- Address all inbound communications and inquiries of travelers
Education History
Field of Study:
Social Science/Sociology
Major:
International Trade
Graduation Date:
March 1, 1999
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
Problem solving, Critical Thinking, Customer Service, Interpersonal Skills, Communication Skills, GDS,
INTERMEDIATE ★★
-
LeadershipTime Management
Work at Home Capabilities:
- Internet Bandwidth: 100 Mbps and above
- Working Environment: Private Room
- Speed Test Result: Download: 4.74, Upload: 24.23
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: Samsung
- Processor: Intel Core i7
- Operating System: Windows 10
All-inclusive Rate: USD $6.64/hr
Christian
Candidate ID: 430805
ADVANCED
-
Active Listening, Customer Retention, Customer Service, Presentations...
INTERMEDIATE
-
Outbound Appointment Setting, Outbound Calling, Outbound Collections, Outbound Lead Generation...
Median Rate
$6.64
$7.07
if $1 = PHP52
$8.07
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 6.64 per hour or $USD 575.70 per month
Full Time: $USD 6.64 per hour or $USD 1151.41 per month
Remote Staff Recruiter Comments
(Preferred Pronoun: She)
She is proficient is supporting the following:
- Outbound selling
- Product training
- Customer service
She is exposed to the following tools/applications:
- MS Word
- MS Excel
- Avaya
She can start immediately.
Employment History
Agent
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
March 2011 to May 2012 (13 Months)
Duties and Responsibilities:
- I worked as an outbound Sales agent for both non voice and Voice account.
Associate Trainer
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
July 2014 to December 2020 (76 Months)
Duties and Responsibilities:
- I started as an agent for 2 yrs.
- Subject Matter Expert for 3 yrs
- Promoted for an Associate trainer position for 1 year before I resigned.
Supervisor (Outbound sales account)
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
June 2012 to July 2014 (25 Months)
Duties and Responsibilities:
- I was one of the pioneers of the company and I was part of the support team (supervisor).
Education History
Field of Study:
Hospitality/Tourism/Hotel Management
Major:
Hotel Restaurant Management
Graduation Date:
January 1, 2011
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
Active Listening, Customer Retention, Customer Service, Presentations, Training,
INTERMEDIATE ★★
-
Outbound Appointment SettingOutbound CallingOutbound CollectionsOutbound Lead GenerationOutbound Sales
Work at Home Capabilities:
- Internet Bandwidth: 50 Mbps
- Working Environment: Private Room
- Speed Test Result: Download: 5.33, Upload: 20.06
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: HP Probook
- Processor: Intel Core i5
- Operating System: Windows 10
All-inclusive Rate: USD $6.64/hr
Jennylyn
Candidate ID: 430770
ADVANCED
-
Loans Processing, Credit Analysis, Payroll Processing...
INTERMEDIATE
-
Ariba, JD Edwards, MYOB...
Median Rate
$6.64
$7.07
if $1 = PHP52
$8.07
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Full Time: $USD 6.64 per hour or $USD 1151.41 per month
Remote Staff Recruiter Comments
- Jen has been working since 2012 and has handled roles such as Customer service Representative, Accounts payable helpdesk, Senior Loan processor, and Document Registration/ Credit Officer within BPO, Insurance, Loan, and Mortgage industries.
- She honed her skills in Customer Service, Admin support, She honed her skills, in the end, to end loan processing from lodgment through to settlement, Credit assessor, Loan approval, Bank statement Analysis, creating new customer records, Document preparation, Ensuring of Pre Settlement Documents, Disbursement of pricing matrix.
- She worked with US and Australian clients and brokers.
- Well versed with the following software tools:
- Mercury- 4 years
- Apply Online
- Encompass
- MS Excel
- CRM
- She can start Immediately.
Employment History
ACCOUNTS PAYABLE HELPDESK
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
April 2015 to July 2016 (15 Months)
Duties and Responsibilities:
- Data Entry invoice in Ariba, JDE and Oracle
- Answer Phone Calls related to Collection of Payment and Cheque Deposit
- Prepare detailed reports using SAP software
- POC Officer for the entire team
- Handling communications with clients and vendors via phone, and email.
SENIOR LOAN PROCESSOR
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
August 2016 to April 2020 (44 Months)
Duties and Responsibilities:
- Create new customer/loan records via mercury, meteor and loanworks
- Ensuring fact find, supporting docs, application form, 100Ps are completed properly and signed
- Preparation of various documents such discharge forms, Credit Checklist, ApplyOnline forms and Lenders Checklist
- Ensuring of Pre Settlement Documents are correct before submitting to Solicitors
- Disburse Pricing Matrix from time to time for the margin, delivery rates, and commission
DOCUMENT REGISTRATION SPECIALISTS
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
December 2020 to December 2021 (12 Months)
Duties and Responsibilities:
- Handle US based account Mortgage
- Review URLA1003 (Application Form), and Appraisal Report compare to AUS listed.
- Review all documents from Encompass in E-Folder indicate reviewed button to signal investor
- Condition missed documents, need update or any question regarding submission of documents thru Encompass
- Prepare Income Calculation Worksheet for Self Employed, S-Corp, Partnership, Retired, SSN income, Salary Base and for UW to Review and Approve
- Input flood certificate information to encompass and Condition if missing
- Order Mavent and Data Verify.
- Review the documents and indicate any issues needing for further review by the Underwriter
VA Mortgage Broker Assistant
Industry:
Banking / Financial Services
Employment Period:
March 2024 to February 2025 (10 Months)
Duties and Responsibilities:
- Data entry in applyonline
- Data entry in Flex
- Submitting Loans to Lender
- Call different lenders such as ANZ, NAB, WBC and more for follow ups and settlements
- Administrative tasks that the broker required such as preparing discharge forms, contact clients for a follow up on missing documents, send credit guide and application form for new clients, create record of new clients etc.
Education History
Field of Study:
Business Studies/Administration/Management
Major:
Management
Graduation Date:
January 1, 2015
Located In:
Philippines
License and Certification: :
- Deans Lister in Year 2013 to 2015
Skills
ADVANCED ★★★
-
Loans ProcessingCredit AnalysisPayroll Processing
INTERMEDIATE ★★
-
AribaJD EdwardsMYOB
Work at Home Capabilities:
- Internet Bandwidth: 10 Mbps
- Working Environment: Private Room
- Speed Test Result:
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: HP
- Processor: Intel Core i7
- Operating System: Windows 10
All-inclusive Rate: USD $11.47/hr
Caren
Candidate ID: 429786
ADVANCED
-
Digital Marketing, Social Media Management, Social Media Marketing, Social Media Optimization...
INTERMEDIATE
-
Analytical Review, Affiliate Marketing, Content Management, Content Writing...
Median Rate
$11.47
$12.62
if $1 = PHP52
$15.28
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 9.06 per hour or $USD 784.98 per month
Full Time: $USD 11.47 per hour or $USD 1988.51 per month
Remote Staff Recruiter Comments
- She has been working for 13 years as Paid Media Manager, Paid Media Buyer, Digital Marketing Specialist, Digital Marketing Manager for beauty, digital agency, retail, and business consultancies companies based in US, Malaysia, and Philippines
- She has strong experience with digital marketing facet which include
- Social Media Handling
- Social Media Strategy
- Email Marketing
- Content Planning
- Paid Advertisement
- Email Marketing
- One of her strongest suit is Paid Advertisements wherein she is involved with the following
- Planning and allocating budges for paid advertisement in Facebook, Google, Instagram, Twitter, and Bing
- Collaborate with the marketing team for visual and contents of the advs
- Optimize performing ad sets and revamp non performing ads
- Performing AB testing to check the feasibility of the ads
- Researching new trends and new ideas to help boost the ads
- Strategizing and creating plans for paid ads
- Generating reports and monitoring the ads performance
- She has mostly worked with cosmetic brands, and hair products
- She has an averaged budget for
- Facebook (Meta)- 5,000 USD per month
- Google 10,000 USD per month
- Bing- 7,000 USD per month
- She is a confident user of the following tools
- Google Analytics
- Canva
- Capcut
- Meltwater- social listening
- SemRush
- SuperMetrics
- Business Manager
- Google Ads Manager
- Hootsuite
- WordPress
- Wix
- Click Funnel
- Get Response
- Mailchimp
- Lead Page
- Hubspot
- Klaviyo
- She cans start as soon as possible
https://www.predictiveindex.com/reference-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.
- Caren Tevanny 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.
Employment History
Facebook Advertising Specialist
Industry:
Arts / Design / Fashion
Employment Period:
February 2010 to July 2013 (41 Months)
Duties and Responsibilities:
- Implement Facebook Advertising campaigns.
- Optimize Ads for better performance
- Create campaign reports and analysis.
Digital Marketing Specialist
Industry:
Arts / Design / Fashion
Employment Period:
April 2015 to August 2017 (28 Months)
Duties and Responsibilities:
- Implement Digital strategies.
- Launch multiple online campaigns on different digital platforms
- Create Social Media strategies for all Social Media platforms.
- Create assets for different advertising platforms.
Digital Marketing Specialist
Industry:
Computer / Information Technology (Software)
Employment Period:
June 2016 to August 2017 (14 Months)
Duties and Responsibilities:
- Implement Digital strategies.
- Launch multiple online campaigns on different digital platforms
- Create Social Media strategies for all their Social Media platforms.
- Create assets for different advertising platforms.
- Implement game influencer program for STEAM players
Digital Marketing Manager
Industry:
Human Resources Management / Consulting
Employment Period:
April 2019 to March 2020 (11 Months)
Duties and Responsibilities:
- Managed the whole Digital Marketing Team including content, creatives, influencer marketing, advertising & social media management.
- Implement Digital strategies for different kinds of services under IHR BUDDY.
- Coach start up businesses to improve their online presence through Social Media Marketing and Management
Digital Marketing Manager
Industry:
Retail / Merchandise
Employment Period:
June 2019 to July 2020 (13 Months)
Duties and Responsibilities:
- Managed the whole Digital Marketing Team including content, creatives, influencer marketing, advertising & social media management.
- Implement Digital strategies for the brand.
Digital Marketing Manager
Industry:
Advertising / Marketing / Promotion / PR
Employment Period:
August 2020 to March 2021 (7 Months)
Duties and Responsibilities:
- Managed the whole Digital Marketing Team including content, creatives, influencer marketing, advertising & social media management.
- Implement Digital strategies customized for each client
- Launch different campaigns on all digital platforms
- Optimize campaigns for better ad performance
- Create and present monthly Social Media organic and paid ads reports and analysis to clients
Digital Marketing Manager
Industry:
Grooming / Beauty / Fitness
Employment Period:
March 2013 to April 2020 (85 Months)
Duties and Responsibilities:
- Managed the whole Digital Marketing Team including content, creatives, influencer marketing, advertising & social media management.
- Implement Digital strategies for the brand.
- Create assets for different advertising platforms. Implement influencer marketing programs for different Trophy Skin device.
Facebook Advertising Specialist
Industry:
Employment Period:
January 2020 to November 2020 (10 Months)
Duties and Responsibilities:
- Launch different online campaigns on Facebook, Instagram, Google and YouTube.
- Optimize campaigns for better performance.
- Present campaign reports and analysis
Digital Marketing Specialist
Industry:
Grooming / Beauty / Fitness
Employment Period:
December 2017 to January 2019 (13 Months)
Duties and Responsibilities:
- Implement Digital strategies for their service.
- Launch multiple online campaigns on different digital platforms
- Create Social Media strategies for all their Social Media platforms.
- Create assets for different advertising platforms.
Digital Marketing Manager
Industry:
Employment Period:
March 2019 to August 2020 (17 Months)
Duties and Responsibilities:
- Managed the whole Digital Marketing Team including content, creatives, influencer marketing, advertising & social media management.
- Implement Digital strategies.
- Create assets for different advertising platforms.
Head Of Digital Marketing
Industry:
Retail / Merchandise
Employment Period:
January 2023 to June 2023 (5 Months)
Duties and Responsibilities:
- Managed the whole Ad Operations department.
- Implement Digital strategies customized for each client
- Launch different campaigns on all digital platforms
- Optimize campaigns for better ad performance
- Create and present monthly Social Media organic and paid ads reports and analysis to clients
Head Of Social Media Marketing
Industry:
Human Resources Management / Consulting
Employment Period:
September 2021 to January 2023 (16 Months)
Duties and Responsibilities:
- Managed the whole Digital Marketing Team including content, creatives, influencer marketing, advertising & social media management.
- Implement Digital strategies customized for each client
- Launch different campaigns on all digital platforms
- Optimize campaigns for better ad performance
- Create and present monthly Social Media organic and paid ads reports and analysis to clients
- Pitch to different clients local & international
Senior Digital Marketing Manager for Malaysia & Philippines
Industry:
Advertising / Marketing / Promotion / PR
Employment Period:
June 2021 to December 2022 (18 Months)
Duties and Responsibilities:
- Managed different local and international advertising agencies to implement content, creatives, influencer marketing, advertising & social media management.
- Manage all performance marketing
- Review monthly reports on all Digital Marketing aspects from agencies and present them internally.
Head Of Digital Marketing
Industry:
Telecommunication
Employment Period:
January 2021 to February 2023 (25 Months)
Duties and Responsibilities:
- Managed the whole Digital Marketing Team including content, creatives, influencer marketing, advertising & social media management.
- Implement Digital strategies customized for each client
- Launch different campaigns on all digital platforms
- Optimize campaigns for better ad performance
- Create and present monthly Social Media organic and paid ads reports and analysis to clients
Education History
Field of Study:
Mass Communications
Major:
Broadcasting
Graduation Date:
April 2, 2006
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
Digital Marketing, Social Media Management, Social Media Marketing, Social Media Optimization, Facebook Marketing, Google AdWords, Google Analytics, Bing Ads, Facebook Ads, Twitter Ads,
INTERMEDIATE ★★
-
Analytical ReviewAffiliate MarketingContent ManagementContent Writing
Work at Home Capabilities:
- Internet Bandwidth: Between 5mbps to 100mbps
- Working Environment: Private Room
- Speed Test Result: N/A
- Internet Type: Fiber
- Hardware Type: Desktop
- Brand Name:
- Processor: I5
- Operating System: Windows 10
All-inclusive Rate: USD $6.93/hr
Mnemosyne
Candidate ID: 429690
ADVANCED
-
Customer Handling, Customer Experience, Administrative Support, Phone Support...
INTERMEDIATE
-
Sales, Spreadsheets, Email Handling, Microsoft Outlook...
Median Rate
$6.93
$7.41
if $1 = PHP52
$8.50
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 6.93 per hour or $USD 600.82 per month
Full Time: $USD 6.93 per hour or $USD 1201.64 per month
Remote Staff Recruiter Comments
She is proficient in supporting the following:
- Outbound B2B sales
- Appointment setting
- After sales
- Admin assistance
- Loan processing
- Tutoring
- Order processing and verification
- Basic troubleshooting
- Customer support
- Grasshopper
- Google Suite
- DocHub
- Slack
She holds a degree in Mass Communication.
She can start immediately.
She prefers day shift, but is willing to do the night shift as well.
Predictive Index Behavioral Profile - Adapter
Strongest Behavior
- 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.
Mnemosyne is likely equipped with a diverse behavioral range that provides adaptation from one situation to the next. They may desire to take the lead on a project but are also comfortable accommodating the desires of others and allowing others to assume control – provided the task gets executed correctly.
In most circumstances, she is accustomed to thinking before speaking and will generally relay information in a factual and direct manner to peers and superiors. From time to time, their behavior may come across as challenging the status quo, and at times, they are comfortable following the rules.
Employment History
Phone Banker
Industry:
Banking / Financial Services
Employment Period:
February 2014 to August 2016 (30 Months)
Duties and Responsibilities:
- Verify customers daily bank transactions.
- Provided assistance in filing fraud claims on their account.
- Handled 50-60 calls a day gave customer excellent resolution
- A constant top 10 CSAT achiever
Sales Representative
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
October 2016 to September 2019 (35 Months)
Duties and Responsibilities:
- Managed emails in a timely manner
- Processed orders accurately and skyrocketed their sales
- Outbound calls to dormant clients to do business with the company again
English Tutor
Industry:
Education
Employment Period:
November 2019 to January 2022 (25 Months)
Duties and Responsibilities:
- Teaching Japanese students the English language
Administrative Assistant/Collections Specialist
Industry:
Property / Real Estate
Employment Period:
August 2020 to October 2020 (2 Months)
Duties and Responsibilities:
- Process rental collections on the property
- Doing outbound calls to tenants for rental payment updates
- Process lease renewals and expiration
- Making calls and set up accounts for the rental properties with the utility companies
- Process work orders for unit repairs
- Answer phone calls for all other concerns
Administrative Assistant / Loans Processing and Escrow Assistant
Industry:
Banking / Financial Services
Employment Period:
November 2020 to April 2022 (17 Months)
Duties and Responsibilities:
- Provides excellent Administrative Assistant / Loans Processing Assistant/ Escrow Assistant, ensure validity of borrower's information.
- Process verification of employment
- Request evidence of insurance and updating of master insurance
- Doing outbound calls to borrower's company for validation of information
- Requesting verification of account through borrower's bank • filing of documents and sending it for verification
- Doing outbound calls for follow up with the documents
- Merging of documents into 1 file
- Request titles, payoffs, and escrow conditions
Inside Sales Agent
Industry:
Property / Real Estate
Employment Period:
June 2022 to July 2022 (1 Months)
Duties and Responsibilities:
- Call out leads from CRM
- Set appointment for Real Estate Agents
- Answer emails and text messages inquiry and concerns
Administrative Assistant / Social Media Assistant
Industry:
Property / Real Estate
Employment Period:
August 2022 to January 2023 (5 Months)
Duties and Responsibilities:
- Worked as an Admin Assistant for a brokerage company
- Interacts with social media platform like Facebook and Instagram, answering comments and messages
- Create email templates for emails and text messages for agents
- Creates promotional emails
- Creates designs for agents celebrations like birthdays, anniversaries and home anniversaries using basic Canva
- Onboarding new agents
- Data encoding
- Call out leads and agents for appointments and seminars
- Receiving phone calls
- Record agents data and sales
Administrative Assistant/ Sales Representative
Industry:
Banking / Financial Services
Employment Period:
February 2023 to July 2023 (5 Months)
Duties and Responsibilities:
- Worked as an Admin Assistant / Sales for a Credit repair company
- Incharge of social media functions like posting promotional campaigns and inteactions
- Create promotional emails and text messages to clients and leads
- Data encoding
- Answer phone calls
- Interview applicants for office position
- Answer phone queries about due dates/ services status and updates
Processor
Industry:
Insurance
Employment Period:
September 2023 to May 2024 (8 Months)
Duties and Responsibilities:
- Process insurance application for nursing facility patients to cover their stay in the facility.
Education History
Field of Study:
Mass Communications
Major:
Graduation Date:
April 2, 2005
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
Customer HandlingCustomer ExperienceAdministrative SupportPhone Support
INTERMEDIATE ★★
-
SalesSpreadsheetsEmail HandlingMicrosoft Outlook
Work at Home Capabilities:
- Internet Bandwidth: Greater than 100mbps
- Working Environment: Private Room
- Speed Test Result: https://www.speedtest.net/result/12564129950
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: Acer Nitro
- Processor: Nitro
- Operating System: Windows 11
All-inclusive Rate: USD $11.96/hr
Danilo
Candidate ID: 429547
ADVANCED
-
Microsoft, Oracle, Analytical Skills, Reporting Analysis...
INTERMEDIATE
-
QuickBooks Pro, SAP Accounting, MYOB, Sage...
Median Rate
$11.96
$13.18
if $1 = PHP52
$16.00
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Full Time: $USD 11.96 per hour or $USD 2072.22 per month
Remote Staff Recruiter Comments
- Danny, a Certified Public Accountant, has been working for 25 years, specializing in finance and accounting. He worked overseas and decided to stay in the country to spend time with his family. Some of the industries he was employed in were healthcare, BPO, repair and maintenance services, and marine.
- He was a Remote Contractor for a year to an Au-based sports company where he got exposed to GST, BAS, and the preparation of requested documents/data for ITR.
- He is offering bookkeeping and accounting consultancy to local small and medium business owners.
- With 25+ years of experience, he became proficient in performing the following:
- Financial Reporting
- Financial Analysis
- Accounting
- Bookkeeping
- Accounts Receivables
- Accounts Payables
- Inventory Management
- Fixed Asset Management
- General Ledger
- Account Reconciliation
- Bank Reconciliation
- He is also an adept user of QuickBooks, Xero, SAP. JD Edwards, Oracle, Excel, Hyperion, MS Apps (Excel, Word, Sway), and Stripe.
- He is a Certified Real Estate Salesperson.
- He holds a degree in Accounting.
- He is amenable to start immediately to any full-time, day shift role.
Strongest Behaviors
- 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.
- Proactivity, assertiveness, and sense of urgency in driving to reach personal goals. Openly challenges the world.
Danilo is a distinctly independent and individualistic person, strong-minded and determined. Venturesome, will “stick their neck out”; and take responsibility for risks when they believe they are right. The challenge of new problems and new ventures is stimulating and will be responded to with action. They have a lot of confidence in themself, their own knowledge, ability and decisions.
Danilo is an ingenious and innovative problem-solver and troubleshooter. They have an actively inquiring mind, a lively interest in the technical aspects of the work, and a need to know and learn more about the systems, techniques, facts, and concepts involved in it. They will drive hard to get things done their own way, and quickly. A self-starter that initiates, makes decisions, and assumes responsibility for those decisions. They have a strong competitive drive, are ambitious, and will drive hard to achieve goals. Their sense of urgency and impatience for results will put pressure on others as well as on themself.
Employment History
Senior Bookkeeper
Industry:
Sports
Employment Period:
June 2022 to June 2023 (12 Months)
Duties and Responsibilities:
- Bank Reconciliations
- Performs daily bank reconciliations across 3 entities
- Accounts Payable
- Process bills in Xero, procure appropriate approvals, control against duplicate payments, batch up bills for payment and load to bank account for payment
- Digitally files received bills relating to team trusts and communicates proactively with trustee for their payment
- Identify and create repeat or one-off intercompany payables between our group entities and arrange payment thereof
- Processing employee reimbursements as required
- Maintains subledgers of liabilities for gift vouchers, and special arrangements with corporate partners
- Analyzing, planning and reporting on forecasted cash flow to proactively plan payables
- Prize monies
- Periodic management of prize money pay-out including calculation and reconciliation
- Preparation of communications emails
- Compile Stripe credits for processing and reconcile implementation by external provider
- Accounts Receivables
- Reconcile Shopify & Stripe sales orders, refunds, fees receivables
- Manually generate sales invoices for subscription fees receivable from trustee
- Identify and invoice group companies for expenses incurred through intercompany arrangements
- Assists compile, control and report upon aged debtors and failed payments recovery
- Collaborate with customer service to facilitate failed payments recovery process improvements
- Digital Inventory Stock Take
- Maintain the timely reconciliation and recording of ownership units owned by TRL in each horse racing team trust
- Asset purchases and sales
- Record the recognition of purchases and sales of horses
- BAS review and preparation for lodgment
- Record GST tax codes correctly
- Loans
- Independently calculate and generate invoicing for interest on intercompany loans
- Share Capital Accounting & Ownership Registers
- Accounting for changes in share and option ownership changes
- Maintenance of share and options capital register
- Other
- Comfortable managing processes autonomously without on-going supervision
- Able to manage self to to deadlines and quality standards
- Performs reconciliation of own work to assure entries are recorded accurately
- Adheres positively to company standards, feedback and embraces organizational change
- Managing multiple Gmail inboxes (there are three)
Freelance Accountant
Industry:
Marine / Aquaculture
Employment Period:
December 2021 to June 2022 (6 Months)
Duties and Responsibilities:
- General accounting
- Updates journals and books
- Monitors incoming inquiries via email
- Follow up receivable collections
Bookkeeper/Accountant
Industry:
Employment Period:
January 2019 to November 2023 (58 Months)
Duties and Responsibilities:
- Assists local small and medium business
- Updates journals and books
- Filing of BIR taxes in behalf of the client
Accounting Specialist
Industry:
Repair and Maintenance Services
Employment Period:
January 2001 to May 2006 (64 Months)
Duties and Responsibilities:
- Played a stellar role in monthly billing and closing of books and completion of process on time
- Carried out:
- Sales and CM reporting that showed percentage range from 30% to 40% with estimated volume of $7M per annum
- Ad hoc costs analysis
- Comparative analysis by year/ product/ elements of cost and identified factors of increase and decrease
- Played support role in proposal and bid preparation.
- Compilation of required information.
- Completion of proposal and bid package and documentation
Accountant
Industry:
Healthcare / Medical
Employment Period:
January 1989 to November 2000 (142 Months)
Duties and Responsibilities:
- Played a stellar role in job costing and invoicing.
- Carried out:
- Sales and CM reporting that showed percentage range from 30% to 40% with estimated volume range from $5MM to $7MM per annum
- Ad hoc costs analysis
- Comparative analysis by year/ product/ elements of cost and identified factors of increase and decrease
AR Specialist
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
May 2006 to August 2008 (27 Months)
Duties and Responsibilities:
- Essayed a key role in driving cash and reducing receivables
- Carried out:
- Monthly AR review and report forecast and tracking for follow ups
- Weekly meeting with 5 collectors and distribute customer accounts and follow ups
- Handled customer payment follow up focused on aged receivables
Staff FP&A Analyst
Industry:
Repair and Maintenance Services
Employment Period:
August 2008 to February 2019 (125 Months)
Duties and Responsibilities:
- Played a stellar role in month end closing of books and completion of process on time
- Reviewed current month transactions in line with the budget, estimates and target.
- Ensured for regular monthly booking of depreciation, prepayments and accruals.
- Ensured for proper revenue recognition and cost accumulation.
- Ensured effective preparation of:
- Monthly financial package for review and deliberation with SCM/MF and meet deadline
- Operating plans (SII) adjust as required prior to finalization and meet deadline
- Efficiently conducted weekly Bullet Train reviews with operations
- Lead on plans or projects to keep expenses at minimum
- Significantly reviewed account reconciliation and met internal deadline
- Lead the quarterly pre-close review with SMF.
- Essayed a key role in delivering other internal customers' requirement and meeting deadlines
- Five year actual sales and margin report.
- Five year actual Variable and Base(Admin) Costs.
- Headcount movement for the last five years.
- Account detailed transactions.
- Collaborated with operations and support teams in process simplifications and full controllership implementation.
- Payroll system and clock in/out system.
- Electronic expense claims.
- Electronic banking system on payables and other payments.
- Implementation of SAP system.
Education History
Field of Study:
Finance/Accountancy/Banking
Major:
Commerce & Accounting
Graduation Date:
January 2, 1980
Located In:
Philippines
License and Certification: :
- Certified Public Accountant
- Training on Controllership and Six Sigma (Green Belt) Certification
Skills
ADVANCED ★★★
-
Microsoft, Oracle, Analytical Skills, Reporting Analysis, JD Edwards, Inventory Management, Cost Accounting, Sales operations, Asset Management, Pivot table, Macro Skills, Bookkeeping, Financial Analysis,
INTERMEDIATE ★★
-
QuickBooks ProSAP AccountingMYOBSage
Work at Home Capabilities:
- Internet Bandwidth: 25 Mbps
- Working Environment: Private Room
- Speed Test Result: https://www.speedtest.net/result/12640013127
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: Aus
- Processor: Intel Core i5
- Operating System: Windows 11
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
#2. The Abdicator Who Disappears After Assigning
Meanwhile, there’s another type of manager who is the opposite of the micromanager.
While the micromanager constantly hovers over new hires, an abdicator disappears completely after delegating a task.
Illustration:
Gail is assigned to supervise Anna, a new offshore hire. To get her started, Gail sends an email on Friday at 5 PM with the instructions: “Here is the client data. Please build a 20-slide deck by Monday. You’re the expert, so I’ll leave the creatives to you.”
Anna accepts the task willingly, but she has many questions about the client profile, as she was not given sufficient information. She tries to reach out to Gail, but receives no response over the weekend.
On Monday, Anna is unable to complete the task, leaving Gail frustrated and blaming Anna.
#3. The Assumer Who Thinks “It’s Obvious”
Finally, there’s the assumer, a manager who expects everyone, including new hires, to “just get it” instantly.
This type of manager often has a lot of experience and expertise – but unfairly expects the same level of understanding from everyone else.
Illustration:
Owen has been with the company for a decade and is assigned to monitor Alex, the new offshore hire. On the first day, Owen tells Alex to run the weekly report. While this instruction seems obvious to Owen, it actually involves:
- Pulling data from three different sources;
- Cross-referencing them in an Excel spreadsheet; and
- Sending a PDF copy immediately afterward.
Without this specific knowledge, Alex complied with the instructions as best as he could. He did a standard report and handed it over to Owen who was baffled at the results and ends up berating Alex for not exercising his best judgment – when the latter wasn’t given enough context and background information to begin with.
What Great Handoffs Actually Look Like
The above examples show how easily managers can undermine new offshore hires, often without even realizing it.
Now that we know what not to do, let’s take a look at what effective handoffs look like.
- Shared Understanding, Not Just Assigned Tasks – Assigning tasks is not enough. It’s equally important to explain why a task is being assigned. When a new hire understands the overall business objective, they can make informed decisions and smart pivots when facing roadblocks, rather than waiting for instructions.
- Clear, Documented Expectations and Samples – Create a checklist outlining what a completed task should look like, and include tangible benchmarks. For example, provide examples of finished tasks so the offshore hire can see exactly what “success” looks like and replicate it effectively.
- First 30 Days of Feedback Built-In – A great handoff begins as early as the first week. Spend at least 10 minutes providing feedback to the offshore hire, helping them build confidence in their work. Be clear and encouraging, letting them know that questions are expected and they should never hesitate to ask. This proactive approach helps prevent small misunderstandings, especially in a remote setting.
Fixing the Handoff: A Quick Audit for Leaders
Since we’ve covered what goes wrong in a handoff and who’s responsible, let’s now focus on how to fix it by asking the right questions.
Does Someone Own the Onboarding Process?
If everyone is responsible for the new hire, no one truly is.
Accountability cannot be shared across an entire department. The offshore hire should clearly know who to approach when an immediate issue arises.
Are Deliverables or Outcomes Being Delegated?
Delegation is at the heart of every successful project. When done right, it ensures accountability and helps maintain a high quality of work.
More importantly, proper delegation ensures team members are not left hanging. When they finish tasks early, they know what to do next without having to ask.
What Happens After the First 7 Days?
Onboarding is a marathon. It doesn’t end after you hand over login details.
After the first week, they should be in learning mode with the guidance of their immediate supervisor or mentor. They can observe how their managers work, while managers review their output without micromanaging.
By Day 7, the hire should clearly know what they are expected to master by Day 30.
How Remote Staff Ensures Handoff Success
Handoff and onboarding may seem straightforward; however, they come with nuances that can be tedious and time-consuming.
As a result, many business owners delegate these tasks to outsource providers and Employers of Record like Remote Staff.
For 18 years and counting, Remote Staff has helped Western businesses with administrative support, including onboarding. When it comes to outsourcing, Remote Staff uses a pre-vetting process to ensure candidates are already skilled and experienced in their field.
More importantly, they assign a dedicated account manager to ensure remote workers are properly trained and onboarded, both during the first 7 days and beyond the first 30 days.
FAQs – Offshore Handoffs and Delegation Clarity
Here are some frequently asked questions about failed offshore handoffs and effective delegation for offshore hires.
#1. Why Do Offshore Hires “Fail” Even When They Look Good on Paper?
Skilled offshore workers often don’t fail due to a lack of talent but because they lack context.
When leaders assign tasks without proper SOPs or instructions, the hire is left to guess. And these guesses are often mistaken for poor performance rather than gaps in guidance.
#2. Who Should Own the Onboarding Process?
Onboarding is a shared responsibility, but it should primarily fall on the manager or direct supervisor. Define what success looks like, provide clear examples, and set 30-60-90 day milestones.
If you lack the time or expertise to onboard effectively, you can rely on third parties like Remote Staff, who specialize in offshore onboarding and administration.
#3. How Much Documentation Is Too Much?
The right documentation focuses on speed, not quantity. It becomes counterproductive when reviewing SOPs slows a new hire instead of helping them work faster.
In other words, if your hire spends their first week just reading manuals instead of doing tasks, you’ve fallen into the trap of documentation paralysis.
#4. Can Remote Staff Help with Handoff Planning?
Yes! Remote Staff handles the onboarding process and supports business owners with administrative tasks like payroll, time tracking, and employee assistance.
With these time-consuming duties taken off your plate, you can focus on giving clear instructions for the tasks where you need help the most.
#5. Should I Start with Simple Tasks or Go All-In?
It’s tempting to go all-in, but it’s more effective to follow a crawl, walk, and run approach.
Start with high-frequency, low-risk tasks like checking emails, data entry, filing documents, and backing up data.
If you dump a complex, high-stakes project on a new hire in Week 1, you’re testing their guesswork, not their ability.
Conclusion – It’s Not Hiring Offshore That Fails. It’s the Handoff.
The offshore blame game cannot be won without clearly identifying the ones responsible for a new hire’s success.
No matter how skilled a remote professional is, they are likely to fail in an environment that relies on luck instead of systems. Your input drives the output, your documentation limits guesswork, and your ownership ensures accountability.
In other words, if you provide the right map, the right talent will always find the destination. Without it, even the most skilled offshore hire will get lost.
Need assistance with onboarding?
Syrine studies law while working as a content writer. Outside of writing and studying, she tutors, plans events, and browses social media. In 2021, she published Stellar Thoughts.
