Hiring Offshore Doesn’t Fail—Handoffs Do

• 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.

Maj worked in the BPO for 4 years and started virtual assistance midyear of 2021.

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.

• 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.

• 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.

Chris has worked in the BPO for almost 10 years with progressive promotions, specializing in customer service, outbound selling and product training. 

(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 has a degree in Hotel and Restaurant Management
She can start immediately.

• 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.

• 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 

Predictive Index Behavioral Profile- Specialist 
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.

Behavioral Summary 

• 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.

Nems worked in the BPO for 10 years and started her career in the virtual assistance 1 and a half years ago.

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

She is exposed to the following tools/applications:

• Grasshopper
• Google Suite
• DocHub
• Slack

She was a sales representative for 3 years for a B2B account, where she offered software and hardware. 

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.

Behavioral Summary

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.

 

• 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.

• Chad has been a Virtual Assistant for 6 years. He is an Engineer.
• He is an executive virtual assistant to the CEO where he is supporting an Australian dietitian and coach.
• On a day to day basis, he performs the following tasks:
  • calendar management
  • social media content creation
  • management of Wordpress
  • email campaign management
  • LinkedIn building 
  • Youtube management
  • Pinterest marketing
  • lead management
• He has a good experience and background on Click Funnels where he builds membership programs. 
• He also has a background in Kajabi in creation of LMS.
• He also has experience in customer service for clients who would like to avail of their services and account creation.
• He is ready to start immediately part time, after 1-week notice.

Ingrid has extensive experience in administrative management, having held positions such as Administrative Manager and Executive Assistant. She has demonstrated strong communication skills in various roles, including drafting emails and handling business communications. Ingrid is highly proficient in Microsoft Excel, used for data collection and financial reporting.
Ingrid Angeli Seville has a solid background in administrative management and accounts payable, with advanced skills in typing, Microsoft Office applications, and customer handling. Her experience spans various industries, showcasing her versatility and adaptability. Ingrid's strong organizational skills and attention to detail make her an excellent candidate for roles requiring meticulous administrative support and financial management. Ingrid is highly suitable for administrative and virtual assistant roles, particularly those requiring advanced proficiency in Microsoft Office, strong communication skills, and efficient handling of accounts payable tasks. Her comprehensive experience and attention to detail make her a valuable asset for any administrative team. 

• She is proficient in performing the following:
  • Loan processing
  • Data entry
  • Email and calendar management
  • Purchase order processing
  • Appointment setting
  • Accounts payable management
  • Ad hoc admin tasks
• She is exposed to MS Office Apps, DocuSign, Canva, Dropbox, Google Suite, Calendly, Meet, Zoom, Time Doctor, Infinity CRM, BrokerEngine, and Amazon Vendor Central.

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.

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. Ingrid Angeli 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.

 

• Ingrid has over 10 years of relevant work experience. 
• She handled different roles such as Sales Associate, Customer Service Representative, Government Employee, and recently, as an Administrative And Account Management Assistant to an Au-based client.
• She is proficient in performing the following:
  • Loan processing
  • Data entry
  • Email and calendar management
  • Purchase order processing
  • Appointment setting
  • Accounts payable management
  • Ad hoc admin tasks
• She is exposed to MS Office Apps, DocuSign, Canva, Dropbox, Google Suite, Calendly, Meet, Zoom, Time Doctor, Infinity CRM, BrokerEngine, and Amazon Vendor Central.
• She can start ASAP.
• She prefers working the day shift but can consider the night shift too for a full-time role.

Brian Rey Polinio is a seasoned architectural designer with 8 years of experience in the field, demonstrating a high level of proficiency in AutoCAD, Autodesk Inventor, Lumion, and Sketch-up.

He has a robust background in Frame Generator in Inventor and Steel Detailing, and has consistently showcased exceptional skills in planning, detailing, designing, and coordinating projects across both public and private sectors.

His most recent role as an Architectural Designer at 7 Leaves Cafe involved space planning, schematic design, 3D modeling, and client meetings, ensuring that designs were meticulously revised based on feedback.

As a Principal Architect in freelance, Brian successfully managed renovation projects, collaborating with engineers and preparing detailed documentation. Additionally, his experience as a 3D Artist and Design Assembly trainee further highlights his versatility and expertise in architectural design and modeling.

• Proficient in:
  • AutoCAD (Advanced)
  • Autodesk Inventor
  • Lumion (Intermediate)
  • Sketch-up (Advanced)
• Experience in:
  • Frame Generator in Inventor
  • Steel Detailing
• Exceptional skills in:
  • Planning
  • Detailing
  • Designing
  • Coordinating projects in both public and private sectors

Brian's strong communication, public relations, problem-solving, and leadership skills, combined with his deep knowledge of architectural and engineering codes, make him a valuable asset ready to contribute to future projects immediately.

Predictive Index Behavioral Profile - Guardian
predictiveindex.com/reference-profile/guardian/

Strongest Behavior

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

• He is Unhurried and deliberate, stable and will do things using the established process; finds it difficult to change these systems. He is dependable, consistent and needs familiar environments and coworkers to be most productive.
• He is cooperative, easy-going, and agreeable in getting along with others. He is a focused, uncritical listener who won’t “rock the boat.”

Behavioral Summary

Brian Rey is very conscientious and disciplined person; particularly careful, thorough, and accurate in their work. He 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. He  will depend upon professional training, their own experience, or management leadership, to provide those standards and the structure needed for their work.