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 $8.16/hr
Greg
Candidate ID: 642400
ADVANCED
-
Communication Skills, Problem solving, Time Management, CRM...
INTERMEDIATE
-
Google Apps, Microsoft Office, Windows OS...
Median Rate
$8.16
$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 8.16 per hour or $USD 1414.85 per month
Remote Staff Recruiter Comments
Work Experience and Skills:
- He has a solid background in technical support, primarily in the telco industry.
- He handled support for internet, TV, and phone services and is familiar with proprietary tools such as Einstein (Comcast) and Salesforce CRM (basic usage).
- He has experience resolving customer issues through guided step-by-step procedures, and he understands the value of patience, empathy, and escalation protocols.
- He handled 30-40 calls per shift and maintained excellent CSAT scores, with no negative feedback in his most recent roles.
- His past role in Dubai also included support for telecom billing issues, further expanding his support capabilities.
- He is confident that his background in telco troubleshooting will allow for a smooth transition into the smoke alarm support space.
- He has experience handling Australian customers and finds them generally easier to work with.
- He is able to start immediately.
Strongest Behaviors
- Unhurried and deliberate, stable and will do things using the established process; finds it difficult to change these systems. Dependable, consistent and needs familiar environments and coworkers to be most productive.
- Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat.”
- Methodical, steady, and even-paced; loses productivity when interrupted.
- 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.
Greg is helpful, patient, and stable; works steadily and consistently. Respectful of established processes, standards, and policies, they will work within those standards to ensure repeated successes and high-quality results. He has the patience and tolerance required for routine work and can be relied on to do such work consistently and in a relaxed manner.
Prefers having, and following, a well thought-out process to ensure success. If they are responsible for establishing the process, they will do so in a thoughtful, methodical manner, paying close attention to details and time-honored successes. Once established, they’ll expect that the process be followed consistently.
Employment History
Resolution Specialist
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
December 2023 to March 2025 (14 Months)
Duties and Responsibilities:
- Delivered exceptional customer support by efficiently handling check-in procedures, verifying passenger identification, issuing boarding passes, and managing baggage processing in accordance with airline protocols.
- Provided accurate and timely flight information, assisted with reservation management, and resolved customer inquiries and complaints with professionalism and empathy.
- Ensured full compliance with airline and airport safety regulations and policies, maintaining a secure and smooth boarding process.
- Offered specialized assistance to passengers with reduced mobility or special needs, ensuring a comfortable and stress-free travel experience through personalized service.
- Maintained clear and effective communication with passengers, ground staff, and other departments to ensure seamless coordination and operational efficiency.
- Promoted additional services such as priority boarding, seat upgrades, and loyalty programs to enhance customer satisfaction and drive revenue.
- Supported irregular operations including delays, cancellations, or rebooking needs, providing solutions that minimized passenger inconvenience.
Quality Assurance Specialist
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
January 2017 to January 2019 (24 Months)
Duties and Responsibilities:
- Monitor and evaluate the performance of call center agents to ensure compliance with established quality standards, operational procedures, and customer service excellence goals.
- Review and assess recorded and live calls to analyze agent interactions, focusing on communication effectiveness, accuracy of information provided, professionalism, and adherence to company protocols.
- Provide constructive feedback and targeted coaching to agents to support continuous improvement and skill development, reinforcing best practices and addressing performance gaps.
- Collaborate with team leaders and training departments to design and implement performance improvement plans and training initiatives based on quality assurance findings.
- Generate detailed performance reports and quality scorecards, highlighting key metrics, trends, and actionable insights for management decision-making.
- Identify patterns and root causes of recurring issues or inefficiencies, recommending and executing strategies to optimize agent productivity and enhance the overall customer experience.
Customer Service Representative
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
January 2023 to January 2024 (12 Months)
Duties and Responsibilities:
- Serve as the primary point of contact between the company and its customers, ensuring all interactions reflect the brand's commitment to quality service.
- Respond to customer inquiries via phone, email, or live chat, providing accurate information and solutions in a timely and courteous manner.
- Handle and resolve customer complaints efficiently, demonstrating empathy and a problem-solving mindset to ensure customer satisfaction and retention.
- Process orders, returns, exchanges, and other customer requests with attention to detail and adherence to company policies.
- Maintain thorough knowledge of company products, services, and promotions to effectively address customer needs and recommend appropriate solutions.
- Document all customer interactions, feedback, and issues in the customer relationship management (CRM) system for tracking and improvement purposes.
- Collaborate with internal teams such as sales, logistics, and technical support to resolve complex issues and enhance the overall customer experience.
Customer Service Representative
Industry:
Consumer Products / FMCG
Employment Period:
January 2020 to January 2022 (24 Months)
Duties and Responsibilities:
- Serve as the primary point of contact between the company and its customers, delivering exceptional service through various communication channels including phone, email, live chat, and social media.
- Respond promptly and professionally to customer inquiries, ensuring accurate information is provided and concerns are addressed with empathy and efficiency.
- Resolve customer complaints and issues in a timely manner by identifying the root cause, proposing effective solutions, and following up to ensure resolution and satisfaction.
- Process orders, returns, exchanges, and refunds with accuracy while adhering to company policies and procedures.
- Maintain up-to-date knowledge of products, services, and promotions in order to effectively support customers and upsell when appropriate.
- Document customer interactions and transactions accurately in the customer relationship management (CRM) system for future reference and analysis.
- Collaborate with internal departments such as sales, logistics, and technical support to address customer needs and ensure seamless service delivery.
- Monitor customer feedback and escalate recurring issues or service gaps to the appropriate teams for continuous improvement.
- Uphold a high level of professionalism and adhere to performance standards and service level agreements (SLAs).
Customer Service Representative
Industry:
Consulting (IT / Science / Engineering & Technical)
Employment Period:
January 2019 to January 2020 (12 Months)
Duties and Responsibilities:
- Respond promptly and professionally to customer inquiries, ensuring accurate information and a positive experience.
- Resolve customer issues and complaints with empathy, efficiency, and adherence to company policies.
- Process orders, returns, exchanges, and account updates accurately and in a timely manner.
- Maintain detailed and organized records of customer interactions, transactions, and feedback using CRM systems.
- Collaborate with internal departments to escalate and follow up on complex issues until resolution.
- Identify opportunities to improve service processes and contribute to team performance goals.
- Assist in training new team members and sharing best practices to enhance service delivery.
- Monitor and report on customer satisfaction metrics to help drive continuous improvement.
Technical Support - Telstra Bigpond
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
December 2015 to December 2016 (12 Months)
Duties and Responsibilities:
- Respond to customer inquiries via phone, email, and chat in a prompt, courteous, and professional manner.
- Resolve customer concerns and complaints with empathy and efficiency, aiming for first-contact resolution.
- Process orders, returns, and exchanges accurately while adhering to company policies and procedures.
- Provide detailed information about products, services, and promotions to support informed customer decisions.
- Maintain up-to-date knowledge of company offerings and internal systems to provide accurate guidance.
- Document customer interactions and feedback using CRM tools to support continuous service improvement.
- Collaborate with internal departments (e.g., Sales, Logistics, Technical Support) to address complex customer needs.
- Monitor and follow up on open customer issues to ensure timely resolution and customer satisfaction.
- Contribute to team performance goals by meeting or exceeding service-level targets and KPIs.
Technical Support
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
December 2013 to December 2014 (12 Months)
Duties and Responsibilities:
- Responding promptly and professionally to customer inquiries via phone, email, chat, or in person.
- Resolving product or service issues by clarifying customer concerns, determining the root cause, and identifying the most effective solutions.
- Managing and processing customer orders, returns, and exchanges accurately and efficiently.
- Maintaining comprehensive knowledge of company products, services, policies, and procedures to provide accurate information and guidance.
- Logging and tracking customer interactions using CRM systems, ensuring all communications are documented and follow-up actions are completed.
- Handling customer complaints with empathy and professionalism, escalating complex issues to appropriate departments when necessary.
- Collaborating with internal teams—including sales, logistics, and technical support—to ensure seamless service delivery and issue resolution.
- Proactively identifying recurring customer issues and suggesting process improvements to enhance the overall customer experience.
- Monitoring customer satisfaction levels and contributing to initiatives aimed at improving service quality and customer retention.
Education History
Field of Study:
Business Studies/Administration/Management
Major:
Hospitality Management
Graduation Date:
January 1, 2010
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
Communication Skills, Problem solving, Time Management, CRM, Customer Service, Customer Support, Customer Handling, Customer Experience, Inbound Calls, Call Handling, Outbound Calling,
INTERMEDIATE ★★
-
Google AppsMicrosoft OfficeWindows OS
Work at Home Capabilities:
- Internet Bandwidth: Greater than 100mbps
- Working Environment: Private Room
- Speed Test Result: https://www.speedtest.net/result/17508525090
- Internet Type: Fiber
- Hardware Type: Desktop
- Brand Name: Acer
- Processor: Ryzen 5 4650G PRO
- Operating System: Windows 11
All-inclusive Rate: USD $10.13/hr
John
Candidate ID: 640468
ADVANCED
-
QuickBooks, Accounting, General Accounting, Xero...
INTERMEDIATE
-
Accounts Payable Management, Accounting Reconciliation, Xero Accounting...
Median Rate
$10.13
$10.96
if $1 = PHP52
$13.12
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 10.62 per hour or $USD 920.12 per month
Remote Staff Recruiter Comments
- He has a solid accounting and bookkeeping background, having worked as both an in-house accounting officer and a virtual assistant specializing in bookkeeping for over two years.
- His experience includes managing accounts, processing invoices and expenses, reconciling accounts, and generating financial statements such as balance sheets, income statements, and cash flow reports.
- He is proficient in Xero and QuickBooks Online, handling day-to-day financial transactions, tax preparation assistance, and inventory management.
- Additionally, he has experience working with Australian clients, demonstrating familiarity with Australian accounting standards, including BAS and GST reporting.
- His current and previous roles have also involved reconciling bills against purchase orders and ensuring financial accuracy, which aligns well with the responsibilities of the role.
- He is using accounting software such as Xero and QuickBooks Online, as well as receipt management tools like Hubdoc.
- He has a structured workflow for processing transactions, ensuring accuracy by reconciling bank feeds with recorded transactions, preventing duplicates, and performing mid-month and end-of-month reconciliations.
- He is able to start immediately.
Strongest Behaviors
- Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
- Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
- Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.
- Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.
- Detail-oriented and thorough; works to ensure things don’t fall through the cracks, and follows up to ensure they’re done properly and on time.
John is unassuming, unselfish and has a genuine interest in other people and a strong, intuitive understanding of them. Outgoing and friendly, they enjoy working with others and is lively, warm company.
A pleasant and extraverted person, He is an effective communicator, able to stimulate and motivate others while being aware of and responsive to their needs and concerns. Their congenial personality and friendly, interested attitude make them readily approachable. John Paul gets along easily with a wide variety of people.
Employment History
Virtual Assistant Bookkeeper/Accountant
Industry:
Accounting / Audit / Tax
Employment Period:
February 2023 to February 2025 (23 Months)
Duties and Responsibilities:
- Managed financial records and transactions for multiple clients across various industries.
- Prepared detailed financial reports, including balance sheets, profit and loss statements, and cash flow reports.
- Handled invoicing, expense tracking, and account reconciliation to ensure financial accuracy.
- Utilized accounting software such as QuickBooks and Xero for efficient bookkeeping and reporting.
- Assisted in the preparation of financial statements and compliance documentation.
- Provided financial insights to support budgeting, forecasting, and strategic planning.
- Customized accounting solutions to meet the unique needs of each client, ensuring optimal financial management.
Account Executive Virtual Assistant
Industry:
Advertising / Marketing / Promotion / PR
Employment Period:
September 2024 to February 2025 (5 Months)
Duties and Responsibilities:
- Provided comprehensive virtual assistance with a focus on bookkeeping and administrative support.
- Managed financial records using QuickBooks Online, including invoicing, expense tracking, account reconciliation, and financial reporting.
- Organized and maintained digital files, ensuring efficient document management.
- Utilized Asana for task management to streamline workflows and enhance productivity in a dynamic remote environment.
General Virtual Assistant
Industry:
Consulting (IT / Science / Engineering & Technical)
Employment Period:
July 2023 to July 2024 (12 Months)
Duties and Responsibilities:
- Managed financial records and tracked expenses using QuickBooks, ensuring accuracy and compliance with financial standards.
- Prepared and processed invoices, monitored accounts payable/receivable, and assisted with budgeting and financial reporting.
- Conducted data entry and maintained well-organized digital and physical filing systems for efficient record-keeping.
- Coordinated schedules, managed appointments, and provided administrative support to optimize daily operations.
- Processed payments, reconciled transactions, and assisted with financial analysis to improve budget planning.
- Provided general administrative support, including email management, document preparation, and client communications.
Accounting Officer & Bookkeeper
Industry:
Property / Real Estate
Employment Period:
October 2022 to February 2023 (4 Months)
Duties and Responsibilities:
- Managed daily financial transactions using QuickBooks, ensuring accuracy in record-keeping and compliance with financial standards.
- Prepared and processed invoices, expense reports, and payments, ensuring timely and accurate financial operations.
- Reconciled bank statements, identified and resolved discrepancies to maintain financial integrity.
- Assisted in the preparation of financial reports, supporting data-driven decision-making.
- Maintained accurate financial records and documentation, ensuring organization and accessibility for audits and reporting.
- Supported budget preparation and financial planning, contributing to effective financial management.
Virtual Assistant Bookkeeper/Accountant
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
March 2023 to August 2025 (29 Months)
Duties and Responsibilities:
- As a Freelance Bookkeeper and Accountant, I managed financial records and transactions for various clients, preparing detailed financial reports and handling invoicing.
- I tracked expenses, reconciled accounts, and utilized accounting software like QuickBooks & Xero to ensure accuracy.
- I assisted with FS preparation, provided financial insights for budgeting and planning, and tailored services to meet the specific needs of each client.
Account Executive Virtual Assistant
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
September 2024 to August 2025 (11 Months)
Duties and Responsibilities:
- I provided virtual assistance with a focus on bookkeeping and administrative support. Using QuickBooks Online
- I managed invoices, expense tracking, account reconciliation, and financial reporting.
- I also organized digital files and utilized Asana for task management to streamline workflows and ensure efficiency in a dynamic remote environment.
Education History
Field of Study:
Finance/Accountancy/Banking
Major:
Accountancy
Graduation Date:
April 14, 2023
Located In:
Philippines
License and Certification: :
- Certified Quickbooks Online Proadvisor
- Quickbooks Online Advance Certified
- Xero Advisor Certified
- National Certificate 3 in Bookkeeping
Field of Study:
Finance/Accountancy/Banking
Major:
Management Accounting
Graduation Date:
June 26, 2022
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
QuickBooks, Accounting, General Accounting, Xero, Bookkeeping,
INTERMEDIATE ★★
-
Accounts Payable ManagementAccounting ReconciliationXero Accounting
Work at Home Capabilities:
- Internet Bandwidth: Between 5mbps to 100mbps
- Working Environment: Private Room
- Speed Test Result: https://www.speedtest.net/result/17368281304
- Internet Type: Fiber
- Hardware Type: Desktop
- Brand Name: Viewplus
- Processor: AMD Athlon 3000G with Radeon Vega Graphics 3.50 GHz
- Operating System: Windows 10
All-inclusive Rate: USD $12.09/hr
Kelvin
Candidate ID: 640324
ADVANCED
-
Graphic Design, Branding, Visual Identity Design, Art Direction...
INTERMEDIATE
-
Social Media Marketing...
Median Rate
$12.09
$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 12.09 per hour or $USD 2095.47 per month
Remote Staff Recruiter Comments
Work Experience & Skills:
- Higher Education Industry (8 years): Led the web and graphics team for a university, managing branding, website design, and marketing materials. A key achievement was designing the university's mascot, which remains in use.
- Financial Technology Industry (2 years): Worked as a Creative Manager overseeing a team of designers, ensuring the consistency of marketing materials and branding.
- Sports Marketing Industry (1 year): Managed marketing and digital design for an international sports event company, collaborating with a multicultural team across Malaysia, Singapore, and other Southeast Asian countries. This role included overseeing visual assets for promotional campaigns, EDMs, newsletters, and social media content.
- Freelance Experience: Currently engaged in freelance design projects, focusing on branding, website development, and marketing materials for various clients, including universities and art institutions.
- KD has extensive experience managing both local and international teams, demonstrating strong leadership and adaptability. Their approach to team management includes identifying individual strengths, assigning tasks accordingly, and mentoring designers to improve their weaker areas. When working with international teams, KD efficiently utilized project management tools to bridge communication gaps caused by language barriers. Their strategic thinking is evident in their structured brainstorming process, ensuring designs align with client objectives and marketing goals.
- Portfolio: Kelvin's Portfolio
- He is able to start immediately
- Design & Branding: Adobe Creative Suite (Photoshop, Illustrator, InDesign), Figma, Canva
- Web Development: HTML, CSS, basic coding knowledge
- Video Editing & Motion Graphics: Final Cut Pro, Adobe Premiere Pro, Adobe After Effects
- Project Management & Communication: Slack, ClickUp
- Email Marketing: Experience with Zeta Global (similar to MailChimp) for EDM campaigns
Strongest Behaviors
- Socially informal, extroverted, and outgoing; gets familiar quickly. Communicates in an uninhibited, lively, and adaptable manner, drawing others into the conversation.
- Interested in people, building relationships, and teamwork rather than technical matters. Affable, optimistic, and easily trusting.
- Focused on goals and the people needed to get there, not details or plans; frequently delegates details.
- Proactively connects quickly to others; open and sharing. Builds and leverages relationships to get work done.
- Comfortably fluent and fast talk, in volume. Enthusiastically persuades and motivates others by considering their point of view and adjusting delivery.
- Collaborative; usually works with and through others. Intuitive understanding of team cohesion, dynamics, and interpersonal relations.
Kelvin is an outgoing, talkative, very friendly individual, a lively and stimulating communicator. A good mixer who is poised, active and responsive in social situations.
The complete extravert; informal and uninhibited in their behavior; understands people well and is capable of using that understanding to gain the friendship and cooperation of others. It is important to this individual to be liked and accepted, and they express themself to individuals or groups with warmth and enthusiasm. Easily understands and accepts other viewpoints, ideas, and feelings, and can be effective at getting diverse groups to come together and collaborate.
Employment History
Section Head Digital Graphics AND Web Design
Industry:
Education
Employment Period:
May 2014 to February 2022 (92 Months)
Duties and Responsibilities:
- Led the development and execution of a mascot marketing campaign in 2016, resulting in a record-breaking reach of over 7 million in a week and successfully establishing "TamTam" as the official Far Eastern University mascot.
- Established and managed FEU's visual brand identity across all its schools for 7 years, ensuring brand consistency.
- Designed and built the UI/UX for FEU, FEU High School, and FEU Roosevelt websites, contributing to a student body exceeding 50,000 and elevating the university's brand presence as a top Philippine institution.
Marketing Manager Consultant
Industry:
Sports
Employment Period:
July 2023 to December 2023 (5 Months)
Duties and Responsibilities:
- Managed and executed end-to-end marketing campaigns for five Spartan Race events in the Philippines, successfully attracting over 3,000 obstacle racers and 2,000 trail racers.
- Responsibilities included developing strategic marketing plans, overseeing digital and traditional advertising efforts, coordinating with sponsors and media partners, managing social media engagement, and ensuring brand consistency across all promotional materials.
- Additionally, collaborated with cross-functional teams to optimize event visibility, drive participant registration, and enhance overall race experience.
Creative Multimedia Manager
Industry:
Banking / Financial Services
Employment Period:
March 2022 to March 2024 (24 Months)
Duties and Responsibilities:
- Developed and Implemented the Creative Patch Notes System, streamlining workflow processes for small-scale projects and internal campaigns. This initiative enhanced efficiency, reduced project turnaround times, and significantly minimized overtime costs.
- Led the 2023 SAVii Website Revamp, spearheading a complete redesign to establish a stronger visual identity and brand positioning. This project successfully increased engagement and attracted over 500+ industry partners.
- Managed Cross-Functional Collaboration, coordinating with marketing, product, and design teams to ensure cohesive brand messaging across all digital and offline assets.
- Optimized Creative Operations, introducing strategic process improvements that enhanced productivity and maintained high-quality deliverables within strict timelines.
- Oversaw Branding Initiatives, ensuring all creative outputs align with corporate brand guidelines, industry trends, and stakeholder expectations.
Head of Marketing and Digital
Industry:
Sports
Employment Period:
January 2024 to November 2024 (9 Months)
Duties and Responsibilities:
- Developed and executed comprehensive B2C and B2B marketing strategies for international Spartan Race events, including the South ASEAN Series (Malaysia, Indonesia, Singapore) and the Honor Series (Kuala Lumpur).
- Led cross-functional teams in campaign planning, digital marketing, sponsorship activation, and event promotions, driving significant audience engagement and brand awareness.
- Managed end-to-end marketing execution, including social media, email campaigns, partnerships, and on-ground activations, resulting in 6,000+ racers for the South ASEAN Series and 5,000+ participants for the Honor Series.
- Collaborated with local and international stakeholders to optimize market reach, enhance customer experience, and ensure seamless event execution.
Education History
Field of Study:
Science & Technology
Major:
Information Technology
Graduation Date:
May 24, 2013
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
Graphic Design, Branding, Visual Identity Design, Art Direction, Adobe Illustrator, Adobe InDesign, Adobe Photoshop, Adobe Photoshop Express, Adobe Creative Suite,
INTERMEDIATE ★★
-
Social Media Marketing
Work at Home Capabilities:
- Internet Bandwidth: Greater than 100mbps
- Working Environment: Private Room
- Speed Test Result: https://www.speedtest.net/result/17386991895
- Internet Type: Fiber
- Hardware Type: Desktop
- Brand Name: AMD
- Processor: Ryzen 5 3400 G
- Operating System: Windows 11
All-inclusive Rate: USD $3.75/hr
Diane
Candidate ID: 640195
ADVANCED
-
Microsoft Excel, Microsoft Word, Spreadsheets, Google Spreadsheet...
INTERMEDIATE
-
Administrative Support, Administrative Skills, Customer Service, Customer Support...
Median Rate
$3.75
$3.75
if $1 = PHP52
$3.75
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 3.75 per hour or $USD 649.23 per month
Remote Staff Recruiter Comments
- Throughout her career, Diane has worked as a Customer Service Representative in various organizations within the business process outsourcing (BPO) industry, specializing in customer relations, dispute resolution, and payment reconciliation.
- Her most recent role at a healthcare services BPO involved assisting hospitals with missing credits, reconciling duplicate payments, and processing credit memos.
- Prior to this, she developed expertise in handling escalated complaints, resolving billing issues, and ensuring customer satisfaction in other BPO environments.
- Her proactive approach to problem-solving, strong communication skills, and ability to handle complex customer concerns highlight her adaptability and efficiency in a fast-paced industry.
- She is avaiable to start immediately.
Strongest Behaviors
- Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.
- Detail-oriented and thorough; works to ensure things don’t fall through the cracks, and follows up to ensure they’re done properly and on time.
- Driven to achieve operational efficiencies: thinks about what needs to be done and how it can be done as fast as possible while maintaining a high-quality outcome. Impatient with routines.
- 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.
Diane 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.
A conservative and analytical person who respects traditional organizational values. Reserved, serious, and thoughtful about everything to be done, is a no-nonsense worker who worries about getting things exactly right. Never superficial, will make sure that they know what they’re talking about before speaking. Needs a lot of certainty and structure in their work so that it meets very high, specific quality standards.
Employment History
Customer Service Representative/ Data Entry
Industry:
Retail / Merchandise
Employment Period:
March 2017 to March 2018 (12 Months)
Duties and Responsibilities:
- Inputted vendor information, product details, and customer contact information into Excel to maintain accurate and organized records.
- Assisted with updating customer order histories and inputting data regarding returns, exchanges, and refunds in the system for seamless processing.
- Entered and tracked product quality issues, shipping discrepancies, and payment discrepancies into Excel to help resolve customer concerns effectively.
- Managed and updated customer accounts, including entering changes to personal details and processing order data accurately in the company database.
- Inputted escalated issues and solutions, maintaining comprehensive data records to ensure consistent follow-up and customer satisfaction.
- Logged product availability, sizing information, and promotional details into the database to ensure accurate and up-to-date records for customer inquiries.
Customer Service Representative
Industry:
Telecommunication
Employment Period:
March 2018 to April 2021 (37 Months)
Duties and Responsibilities:
- Assisted customers with inquiries regarding Assurance Wireless services, policies, and procedures.
- Resolved complex or escalated issues, including service disruptions, billing discrepancies, and account concerns for T-Mobile Assurance Wireless users.
- Processed billing complaints, adjustments, and refunds for customers experiencing overcharges or service issues
- Provided troubleshooting support for mobile services, including network problems, plan changes, and device activations.
Customer Service Representative/ Data Entry
Industry:
Healthcare / Medical
Employment Period:
July 2021 to May 2024 (33 Months)
Duties and Responsibilities:
- Inputted vendor information, contact details, and billing records into Excel, ensuring accurate data entry and organization.
- Assisted hospitals and facilities in the US by identifying missing credits and resolving billing discrepancies through data reconciliation.
- Updated and maintained spreadsheets with detailed transaction records, ensuring all entries were accurate and up-to-date.
- Reconciled duplicate payments and audited transactions between hospitals and vendors, inputting findings into Excel for analysis and reporting.
- Processed credit memos and entered recovery data related to overpayments, double payments, and returned products.
- Ensured accurate and timely resolution of billing issues by efficiently entering and tracking all related data in the system.
Research Analyst/ Data Enty
Industry:
Government / Defence
Employment Period:
November 2024 to January 2025 (2 Months)
Duties and Responsibilities:
- Conducted comprehensive research and analyzed data related to government contracts and public sector opportunities, ensuring up-to-date and accurate information.
- Compiled and write detailed reports and professional emails, providing valuable insights to support internal efforts and decision-making.
- Conducted phone calls to gather real-time intelligence, assisting in capturing critical data on government contracts and procurement trends.
- Collaborated closely with C-level executives and sales teams to deliver tailored, accurate capture intelligence for federal contractors, enhancing business strategies and opportunities.
Education History
Field of Study:
Computer Science/Information Technology
Major:
Information Technology
Graduation Date:
March 15, 2018
Located In:
Philippines
License and Certification: :
National Certificate II in Computer Servicing. University of Rizal System Binangonan Campus. (TESDA) Technical Education and Skills Development Authority. September 13, 2017
Field of Study:
Computer Science/Information Technology
Major:
Information Technology
Graduation Date:
March 31, 2018
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
Microsoft Excel, Microsoft Word, Spreadsheets, Google Spreadsheet, Salesforce CRM, Avaya, 3CXPhone, Citrix, Product description, Microsoft Office, Customer Service, Data Entry, Data Encoding,
INTERMEDIATE ★★
-
Administrative SupportAdministrative SkillsCustomer ServiceCustomer SupportCustomer Handling
Work at Home Capabilities:
- Internet Bandwidth: Greater than 100mbps
- Working Environment: Private Room
- Speed Test Result: https://www.speedtest.net/result/17347637663
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: Dell Inspiron
- Processor: Intel Core I5
- Operating System: Windows 11
All-inclusive Rate: USD $11.60/hr
Jelina
Candidate ID: 640146
ADVANCED
-
Time Management, Ad hoc testing, Administrative Skills, MS Teams...
INTERMEDIATE
-
Accounting Software, Salesforce CRM, Microsoft Tools, Canva...
Median Rate
$11.60
$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
Full Time: $USD 11.60 per hour or $USD 2010.39 per month
Remote Staff Recruiter Comments
Work Experience and Skills:
- In her previous role in the waste management industry, She was responsible for handling customer inquiries, managing bookings, and maintaining CRM systems. She worked with tools such as Intercom for chat, Microsoft Teams for calls, and BXB for email correspondence. She is familiar with handling customer concerns, rescheduling missed pickups, and ensuring client satisfaction.
- Customer Service Expertise: Strong background in managing customer inquiries, bookings, and issue resolution.
- Multi-Channel Support: Experience handling calls, emails, and chat support, ensuring efficient communication with customers.
- CRM & Tools Familiarity: Hands-on experience with Intercom, Microsoft Teams, and BXB, and open to learning new platforms like ServiceM8.
- Adaptability & Problem-Solving: Demonstrated ability to handle customer complaints effectively, turning negative experiences into positive outcomes.
- She is able to start immediately.
Strongest Behaviors
- Intense proactivity and aggressiveness in driving to reach goals. Actively and boldly challenges the world, business, and even the areas of others within the business.
- Strongly independent in putting forth their own ideas, which are innovative and original, and if implemented, will change the organization. Resourceful and forceful in overcoming obstacles, vigorously and directly attacks problems; fights back hard when challenged.
- Incredibly strong sense of urgency; this individual is in nearly constant motion, putting pressure on themself and others for immediate results. Unable to do routine work.
- Very careful with rules; is literal and unwavering in interpreting rules, schedules and results. Puts tremendous pressure on themself to move quickly through the day.
- Cautious, exacting, and very thorough; often perfectionistic. Works diligently to ensure nothing falls through the cracks, and follows up intensely to ensure results are precisely on-time, accurate, and were achieved using the proper methods.
Jelina is an intense, results-oriented, self-starter whose drive and sense of urgency are tempered and disciplined by a concern for the accuracy and quality of the work. Their approach to activities and responsibilities will be well-thought-out, based on thorough analysis and detailed knowledge of all pertinent facts.
Strongly technically-oriented, has confidence in own professional knowledge and ability to get things done quickly and correctly. With experience, will develop a high level of expertise and will be very aware of mistakes committed by self or others. Jelina takes work and responsibilities very seriously and expects others to do the same.
Employment History
Customer Care Representative
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
September 2023 to February 2025 (17 Months)
Duties and Responsibilities:
- Part of an Ad hoc team & managing a complex role in customer service, efficiently managing inquiries via email, chat, and phone related to billing and bin collections, efficiently resolving queries and complaints to uphold satisfaction levels.
- Assist customers in basic troubleshooting related to app or website
- Demonstrated commitment to excellence and contribution to exceeding performance metrics by being among the top agents for several months.
- Being selected as a temporary Team Lead.
Process Associate
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
April 2023 to September 2023 (5 Months)
Duties and Responsibilities:
- Initiate and respond to calls and emails regarding past-due accounts.
- Negotiate payment terms and establish feasible repayment plans to resolve outstanding balances.
- Identify and address discrepancies in payment records and account statements.
- Maintain and update customer account information to ensure accuracy.
- Monitor accounts to detect trends in non-payment and recommend appropriate actions.
- Work collaboratively with internal teams, including finance and customer service, to resolve disputes.
- Provide customers with accurate information regarding their outstanding balances and available payment options.
Customer Service Representative
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
October 2022 to March 2023 (5 Months)
Duties and Responsibilities:
- Managed inbound customer service calls, efficiently resolving inquiries and complaints to uphold satisfaction levels.
- Assisted customers with basic troubleshooting related to bookkeeping systems for small and medium-sized enterprises (SMEs).
- Provided support to customers during tax season for payroll and tax filing.
Sales Advisor I
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
May 2022 to October 2022 (5 Months)
Duties and Responsibilities:
- Assist customers with concerns related to billing, basic device troubleshooting, account/profile updating, and item ordering.
- Selling devices such as (cellphones, wearables, tablets, etc.).
- Provided accurate quotes and price information to inform customer decision-making.
HR-Admin Officer
Industry:
Polymer / Plastic / Rubber / Tyres
Employment Period:
February 2020 to April 2022 (26 Months)
Duties and Responsibilities:
- Undertake all hiring activities, regularization process, and up to exit of employees.
- Organized and maintained files and databases confidentially, adhering to data protection regulations and implementing filing systems, increasing ease of access to critical documents and data.
- Day-to-day employee attendance reports verifying compliance with company policy.
- Assist manager in conducting performance reviews.
- Evaluate and resolve human relations and work-related problems, and meet with management to determine appropriate action
- Optimized necessary team training and staff development.
- Supported HR department in processing payroll records, correcting inconsistencies in timekeeping to avoid delays in employee payments.
- Scheduled and coordinated travel arrangements for executives, ensuring smooth business trips.
- Worked as part of administrative team, identifying and suggesting improvements to internal administration processes and systems.
HR STAFF (Recruitment)
Industry:
Food & Beverage / Catering / Restaurant
Employment Period:
August 2019 to February 2020 (5 Months)
Duties and Responsibilities:
- Supported recruitment processes by scheduling interviews and preparing induction materials for new hires.
- Updated and managed database systems to ensure accurate record- keeping.
- Organized and maintained files, records, and correspondence for streamlined retrieval and compliance.
- Facilitated training sessions for new employees, imparting essential skills and company policies.
- Processing of necessary DOLE requirements.
- Assisted in the coordination of staff travel arrangements and accommodations for business trips.
- Assisted in the planning and execution of corporate events and meetings to foster workplace culture.
- Monitored office inventory and supplies, promptly ordering low stock items on system.
Education History
Field of Study:
Business Studies/Administration/Management
Major:
Entrepreneurship
Graduation Date:
June 12, 2019
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
Time Management, Ad hoc testing, Administrative Skills, MS Teams, Intercom, Customer Service, Customer Support, Customer Handling, Customer Service Management, Inbound Calls, Outbound Calling, CRM,
INTERMEDIATE ★★
-
Accounting SoftwareSalesforce CRMMicrosoft ToolsCanva
Work at Home Capabilities:
- Internet Bandwidth: Between 5mbps to 100mbps
- Working Environment: Private Room
- Speed Test Result: https://www.speedtest.net/result/17345773757
- Internet Type: Fiber
- Hardware Type: Desktop
- Brand Name: Lenovo
- Processor: Core i3 - 4th Gen
- Operating System: Windows 10
All-inclusive Rate: USD $7.67/hr
Juan
Candidate ID: 639882
ADVANCED
-
Video Editing, Email management, CRM, Graphic Design...
INTERMEDIATE
-
Email Marketing...
Median Rate
$7.67
$8.18
if $1 = PHP52
$9.51
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 15.66 per hour or $USD 1356.84 per month
Full Time: $USD 7.67 per hour or $USD 1329.77 per month
Remote Staff Recruiter Comments
- JC is an experienced professional with a strong background in CRM management, client engagement, and digital operations.
- With over a decade of experience, he has worked extensively in managing and optimizing CRM platforms, email marketing automation, and customer relationship strategies to improve lead conversion and client retention.
- His expertise spans across various industries, including consulting, training, and business operations.
- He has completed specialized training in CRM platforms such as HubSpot, Salesforce, Ontraport, and GoHighLevel, as well as project management, email automation, and business process improvement. His technical proficiency allows him to implement and streamline customer interaction strategies effectively.
- Implemented and optimized CRM strategies to enhance lead nurturing, email automation, and customer retention for multiple businesses.
- Managed HubSpot, Salesforce, and Ontraport to track customer interactions, automate workflows, and improve client engagement.
- Developed and executed targeted email marketing campaigns using ActiveCampaign, Kajabi, and Mailchimp, leading to increased conversion rates.
- Led CRM integrations with websites and sales funnels to improve user experience and data tracking.
- Designed and executed customer segmentation and follow-up processes, improving personalized engagement and retention.
- Provided training and support for CRM usage, ensuring teams effectively utilized automation and customer relationship tools.
- Skill Proficiency:
- CRM Management (HubSpot, Salesforce, Ontraport, GoHighLevel)
- Email Automation & Customer Engagement
- Project & Operations Management
- Training and Development
- Business Process Optimization
- Digital Marketing & Social Media Strategy
- Tech / Software Proficiency:
- CRM & Email Automation: HubSpot, Salesforce, Ontraport, GoHighLevel, ActiveCampaign, Kajabi, Mailchimp, Zapier
- Project Management: Asana, ClickUp, Trello, Monday.com, Wrike
- Productivity & Collaboration: Microsoft 365 (Word, Excel, PowerPoint, OneDrive, Teams, Planner, Outlook, Power Automate), Google Workspace
- Website & Funnel Building: WordPress, Divi Builder, GetResponse, Squarespace
- Creative & Video Editing: Adobe Premiere Pro, Canva, CapCut, Clipchamp
- LMS Platforms: AccessAlly, LightSpeed VT
- AI Tools: ChatGPT
- Can start immediately.
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.
Juan Carlos is a very conscientious person, particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within own area of expertise.
Reserved, serious, and always concerned with the exact correctness of the work. Self-discipline, sense of duty, and respect for authority and tradition are strong qualities in Juan Carlos, who takes responsibilities very seriously.
Employment History
Consultant
Industry:
Others
Employment Period:
May 2024 to Present
Duties and Responsibilities:
- Develops and executes strategic business proposals, product launch plans, and marketing initiatives, driving increase in market penetration and revenue growth. Leads project management, team coordination, and process design for small to medium-sized businesses, improving operational efficiency and accelerating project timelines.
- Manages CRM, email marketing, social media, and SEO strategies, helping boost in customer engagement and lead conversion rates.
- Oversees graphic design, video editing, presentation creation, and WordPress management, enhancing brand visibility and user experience.
- Directs recruitment, client relationship management, event planning, and administrative tasks, ensuring seamless operations and contributing to an increase in client retention.
- COMPANIES SERVICED
- SAS Environment (Europe and Africa)
- Riipen (Canada)
- Global Connect (Canada)
- African Ubuntu Association (AUA) Canada/ Africa)
- Magda Wellness (Canada)
- SoulPool (Canada)
- Created Wealth Management (USA)
- Mend Join Make (USA)
- PLATFORMS USED: Microsoft 365, Google Workspace, WordPress, Squarespace, Mailchimp, Asana, Trello, ChatGPT, Kajabi, Wrike, Notion, Adobe Premiere Pro, LightSpeed VT, GoHighLevel
Training Operations Lead
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
January 2019 to December 2021 (34 Months)
Duties and Responsibilities:
Training Operations Lead
- Spearheaded meetings, performance check-ins, and technical assessments.
- Streamlined project management in Asana, optimizing timekeeping, payroll, and leave tracking processes, which improved overall team productivity.
- Delivered comprehensive administrative and logistical support, including office setup and VA onboarding, ensuring seamless operations and reducing downtime.
- Orchestrated VA preparation for client meetings, including meticulous profile reviews and strategic briefings, leading to an increase in client satisfaction and successful engagements.
- Led the design and implementation of targeted training programs, improving VA performance, with enhanced skillsets aligned to client needs, and consistently met training goals.
- PLATFORMS USED: Microsoft 365, Google Workspace, WordPress, Ontraport, Asana, ChatGPT
Training and Content Lead
- Organized and delivered new hire training sessions, accelerating onboarding by and improving retention.
- Acclimated new hires to company culture, boosting initial productivity by through effective orientation and on-the-job training.
- Conducted training needs assessments, leading to targeted programs that enhanced employee performance.
- Developed and executed training courses, workshops, and webinars, reducing knowledge gaps and improving skills.
- Maintained comprehensive training records and collaborated on the creation of training materials, increasing program effectiveness.
- PLATFORMS USED: Microsoft 365, Google Workspace, WordPress, Ontraport, Asana, ChatGPT
Office Support Specialist (Virtual Assistant)
- Addressed clients' business needs by eliminating overwhelm, enabling them to focus more effectively on their core operations.
- Skills include the ff:
- Build/Maintain Automation
- Social Media Management
- Admin/ Data Entry
- Email Management
- Calendar Management
- Website Management
- Research
- Data Storage Management
- Digital Marketing
- Video Editing
- COMPANIES SERVICED:
- Knightswood House (Australia)
- MV Solar (Australia)
- More Impact (Australia)
- Dood Clothing/ RAD Creations (Australia)
- DB Fluid Control (Australia)
- PLATFORMS USED: Microsoft 365, Google Workspace, WordPress, Ontraport, Hubspot, Asana, Active Campaign, Mailchimp, WordPress, Facebook, Instagram, Twitter/X, Kajabi, Salesforce
Senior Service Specialist I
Industry:
Banking / Financial Services
Employment Period:
March 2013 to December 2018 (69 Months)
Duties and Responsibilities:
- Specialized team delivering online banking assistance to clients, acting as an escalation point for complex issues, and reporting concerns to management.
- Provided direct solutions for known online banking issues and communicated these resolutions to all frontline specialists across departments.
- PLATFORMS USED: Microsoft 365, Google Workspace
Telephone Banker
- Delivered customer service by addressing clients' daily banking needs, ensuring a seamless and satisfying banking experience.
- PLATFORMS USED: Microsoft 365, Google Workspace
Pre-Sales Trainer
Industry:
Retail / Merchandise
Employment Period:
June 2012 to December 2012 (6 Months)
Duties and Responsibilities:
- Trained new sales specialists in selling Apple products, enhancing their expertise.
- Delivered direct product demonstrations to clients, contributing to a significant boost in company sales.
- PLATFORMS USED: Microsoft 365, Google Workspace
Sales Support Representative
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
April 2010 to June 2011 (14 Months)
Duties and Responsibilities:
- Took on an additional role as part of the CRT team, upselling client products to customers, which enhanced service utilization and increased revenue.
- Served as an escalation and retention team, resolving complex customer issues promptly and retaining customers, ensuring their continued use of carrier services
- Assisted customers with technical issues related to their mobile carriers, delivering prompt resolutions to ensure customer satisfaction.
Education History
Field of Study:
Business Studies/Administration/Management
Major:
Major In Human Resources and Development Management
Graduation Date:
October 13, 2012
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
Video Editing, Email management, CRM, Graphic Design, Project Management,
INTERMEDIATE ★★
-
Email Marketing
Work at Home Capabilities:
- Internet Bandwidth: Between 5mbps to 100mbps
- Working Environment: Private Room
- Speed Test Result: https://www.speedtest.net/result/17416446179
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: Apple
- Processor: M1
- Operating System: MacOS X
All-inclusive Rate: USD $9.64/hr
Mariel
Candidate ID: 638265
ADVANCED
-
Material Cost Estimation, Bluebeam Software, PlanSwift, SAP...
INTERMEDIATE
-
AutoCAD...
Median Rate
$9.64
$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 7.87 per hour or $USD 681.90 per month
Full Time: $USD 9.64 per hour or $USD 1670.08 per month
Remote Staff Recruiter Comments
Mariel is a licensed Civil Engineer with 7 years of professional experience specializing in estimating and quantity surveying across civil, residential, and industrial projects. She has extensive background working with international clients, particularly in Australia, the UK, and the US, handling multi-million-dollar tenders, refurbishment works, and specialized trade projects. Her expertise covers both corporate employment and freelancing, where she has demonstrated strong technical, financial, and project management skills.
With nearly 3 years supporting Australian clients, Mariel has hands-on exposure to civil infrastructure, roadworks, stormwater, bulk earthworks, and warehouse construction projects. She also has experience managing operations for startups, coordinating with subcontractors and suppliers, and preparing detailed bid documents.
Key Skills
Estimating & Quantity Surveying
- Quantity take-offs, cost analysis, and bill of quantities preparation
- Tender documentation and bid presentation for multi-million-dollar projects
- Monitoring project costs and financial forecasts
Project Management
- Budget vs. actual reporting and cash flow forecasting
- Scheduling, S-curves, and Primavera-based project planning
- Supervising site works and coordinating with engineers, designers, and subcontractors
Client & Stakeholder Management
- Direct liaison with Australian subcontractors and suppliers for quotations
- Supporting estimating managers and collaborating with international project teams
- Delivering quick-turnaround estimates for UK and US clients
Software & Tools
- Bluebeam, PlanSwift, Estimate Rocket, Estimate One
- AutoCAD, SAP, Primavera, Xero, Payment Logic
- Google Workspace (Calendar, Email, Drive) for business operations
Summary of Work Experience
-
Operations Manager / Virtual Assistant – Prestige Electrical and Data Services (Australia)
Managed end-to-end operations including executive calendar management, invoicing, financial tracking, and client coordination for an Australian startup. -
Lead Estimator / Quantity Surveyor – Simmons International, Inc. (Australia)
Led civil works tenders, prepared detailed estimates and BOQs, and presented to estimating managers. Managed multi-million-dollar projects including pavements, stormwater systems, bulk earthworks, and industrial/warehouse projects. Utilized Bluebeam for take-offs and liaised directly with subcontractors. -
Estimator / Quantity Surveyor – Mantra Home (UK)
Delivered estimates for refurbishment projects, house extensions, loft conversions, and maintenance works. Conducted cost monitoring and provided fast-turnaround estimates. -
Project-Based Estimator – US-based Painting Company
Used PlanSwift and Estimate Bucket for quantity take-offs and painting estimates. -
Quantity Surveyor – Global Tycoon Construction and Development Corporation (Philippines)
Oversaw project monitoring, metal works, ACP systems, cladding, and assisted with estimates. Coordinated with project managers and subcontractors. -
Quantity Surveyor / Project Supervisor – GCCA Design and Construction Services (Philippines)
Supervised a two-story residential project, managed billing, budget tracking, and scheduling. -
Cost Engineer – Inoland Development Corporation (Philippines)
Handled budget forecasting, cash flow, subcontractor and supplier quotation evaluations, and Primavera-based scheduling. -
Assistant Quantity Surveyor – Makati Development Corporation (Philippines)
Supported subcontractor payments, variation order evaluations, and site accomplishment monitoring.
Predictive Index Behavioral Profile: Maverick
Strongest Behavior:
- Socially informal, extroverted, and outgoing; gets familiar quickly. Communicates in an uninhibited, lively, and adaptable manner, drawing others into the conversation.
- Interested in people, building relationships, and teamwork rather than technical matters. Affable, optimistic, and easily trusting.
- Focused on goals and the people needed to get there, not details or plans; frequently delegates details.
Behavioral Summary:
A very independent, confident, decisive, self-starter, intense and driving. This individual has a strong sense of urgency, can react and adjust quickly to changing conditions, generate novel ideas, and deal with them swiftly. Their drive is directed at getting the important things done. Competitive, ambitious and venturesome, they respond positively and actively to challenge and pressure, always sure of an ability to handle problems and people. This individual is outgoing and poised; a forceful, animated, communicator tending to be more authoritative than persuasive in style. They talk briskly, with assurance and conviction and are a stimulating influence on others, while being direct, determined and flexible.
Employment History
Civil Estimator
Industry:
Construction / Building / Engineering
Employment Period:
July 2023 to March 2025 (20 Months)
Duties and Responsibilities:
- Reviewed project documents, specifications, and drawings to define scope and requirements.
- Performed quantity take-offs and developed detailed Bills of Quantities (BOQ).
- Reviewed and validated take-offs completed by Assistant Estimators for accuracy.
- Prepared pricing, cost breakdowns, and applied mark-ups to develop comprehensive bid proposals.
- Presented completed BOQs and bid proposals to the Estimating Manager for review and approval.
- Identified risks, considered alternatives, and developed cost strategies to ensure competitive bids.
- Led the tender process and maintained accountability for the accuracy, completeness, and timely submission of final estimates.
Freelance Estimator / Quantity Surveyor
Industry:
Construction / Building / Engineering
Employment Period:
June 2024 to October 2024 (4 Months)
Duties and Responsibilities:
- Prepared detailed and accurate cost estimates for refurbishment, house extension, and loft conversion projects, ensuring alignment with client requirements and project scope.
- Produced quick-turnaround estimates for maintenance works to support timely client decisions and project scheduling.
- Provided regular financial reports and updates to clients, identifying potential risks and issues that could affect project costs or timelines.
- Produced comprehensive cost reports, including budgets, change orders, and cost analyses to support informed decision-making.
- Developed and standardized templates using MS Office Suite, Google Workspace, and Canva, streamlining documentation and ensuring consistency across processes.
Quantity Surveyor
Industry:
Construction / Building / Engineering
Employment Period:
February 2021 to June 2023 (28 Months)
Duties and Responsibilities:
- Develop detailed cost estimates for all materials, labor, and equipment required for projects.
- Analyze project specifications and drawings to determine accurate material and labor requirements.
- Collaborate with project managers, engineers, and designers to ensure realistic project budgets and timelines.
- Prepare comprehensive cost reports, including budgets, change orders, and cost analysis.
- Monitor project expenditures and ensure compliance with approved budgets.
- Assess, evaluate, and price variation orders for civil works, architectural finishes (painting, cladding, ACP/facade systems), and specialty metal works.
- Prepare and process project billings for submission to clients for review and approval.
Quantity Surveyor/Project Supervisor
Industry:
Construction / Building / Engineering
Employment Period:
July 2020 to January 2021 (6 Months)
Duties and Responsibilities:
- Supervise the construction of a 2-storey house
- Estimate the costs associated with the construction project. This includes materials, labor, equipment, and other expenses.
- Create and manage the budget for the construction project. This involves monitoring costs and ensuring that the project stays within the allocated budget.
- Provide input on value engineering, finding ways to optimize costs without compromising the quality of the construction.
Cost Engineer
Industry:
Construction / Building / Engineering
Employment Period:
June 2019 to July 2020 (13 Months)
Duties and Responsibilities:
- Generate forecasts on matters such as budget and cash-flow.
- Create Work Schedule and S-Curve for projects
- Evaluate quotations from subcontractors and suppliers
- Assists in the preparation of contract and tender documents
- Identify potential cost-saving measures and make recommendations to improve project efficiency
Assistant Quantity Surveyor
Industry:
Construction / Building / Engineering
Employment Period:
August 2017 to April 2018 (7 Months)
Duties and Responsibilities:
- Monitors and allocates budget for the materials needed on site.
- Arrange payments for subcontractors and suppliers
- Conduct evaluation on Contract Variation Claims by subcontractors
- Assists in monitoring site accomplishment and ensures completion of the project on the given timeline.
Virtual Assistant - Operations Manager
Industry:
Electrical & Electronics
Employment Period:
March 2025 to August 2025 (5 Months)
Duties and Responsibilities:
- Managed projects and workflows using ServiceM8 and ClickUp to coordinate tasks, track progress, and ensure timely completion.
- Handled email management and maintained efficient communication across teams and clients.
- Organized and maintained executive calendars, scheduling meetings and managing appointments.
- Processed invoices and supported financial tracking using Xero, Payment Logic, and related tools.
- Managed and optimized Google Business Profile to improve visibility and client engagement.
Project-based Estimator (US-based Painting Company)
Industry:
Construction / Building / Engineering
Employment Period:
March 2024 to May 2025 (13 Months)
Duties and Responsibilities:
- Used PlanSwift software to accurately mark-up plans, including adding dimensions, measurements, and annotations to plans for painting projects.
- Prepared detailed and competitive cost proposals using Estimate Rocket, incorporating materials, labor, overhead costs, and contingencies.
- Maintained clear, professional communication with clients using Slack, addressing inquiries, providing project updates, and discussing any scope changes or issues.
Education History
Field of Study:
Engineering (Civil)
Major:
Civil Engineering
Graduation Date:
February 29, 2016
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
Material Cost Estimation, Bluebeam Software, PlanSwift, SAP,
INTERMEDIATE ★★
-
AutoCAD
Work at Home Capabilities:
- Internet Bandwidth: Greater than 100mbps
- Working Environment: Private Room
- Speed Test Result: https://www.speedtest.net/result/17532011484
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: Lenovo
- Processor: 11th Gen Intel(R) Core(TM) i7-1165G7 @ 2.80GHz 2.80 GHz
- Operating System: Windows 11
All-inclusive Rate: USD $8.65/hr
Nicklaud
Candidate ID: 638151
ADVANCED
-
Graphic Design, Video Editing, Social Media Management, Real Estate...
INTERMEDIATE
-
Outbound Calling, Kajabi, Canva, Trello...
Median Rate
$8.65
$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 8.65 per hour or $USD 749.96 per month
Full Time: $USD 8.65 per hour or $USD 1499.92 per month
Remote Staff Recruiter Comments
Nick is a versatile virtual assistant with four years of freelancing experience specializing in digital marketing, social media management, paid ads, and executive assistance. She also has two years of experience in customer service (BPO).
In addition to his expertise in digital marketing, Nick has extensive experience in operations management, having assisted CEOs and business owners in overseeing daily operations, handling sales coordination, managing client communications, and ensuring smooth workflow execution. Her ability to optimize business processes, manage marketing campaigns, and provide executive support makes him an ideal fit for roles that require both strategic and administrative expertise.
Work Experience:
📌 Digital Marketing & Operations Assistant (Freelance, 2020 – Present)
- Managed digital marketing campaigns, including SEO, Facebook ads, and website updates.
- Handled social media accounts (Facebook, Instagram, TikTok, LinkedIn) for business owners and executives.
- Assisted in sales operations, client communications, and lead generation for real estate and coaching businesses.
- Oversaw business operations, including workflow optimization, process documentation, and administrative tasks.
- Managed client schedules, coordinated meetings, and ensured smooth daily operations.
- Coordinated marketing strategies and managed email communications for various clients.
- Executed video editing and graphic design tasks using Canva, CapCut, and other tools.
📌 Customer Service Representative (BPO, 2018 – 2020)
- Provided customer support for international accounts (US-based telecom).
- Developed strong communication and client-handling skills.
Key Skills & Expertise:
- Operations Management & Process Optimization
- Social Media Management (Facebook, Instagram, TikTok, LinkedIn)
- Paid Advertising (Facebook Ads, Google Ads – Real Estate Campaigns)
- SEO & Website Management
- CRM Tools (HubSpot, Agent Locator, Zoho)
- Sales & Lead Generation
- Executive Assistance & Administrative Support
- Content Creation (Graphics, Video Editing)
Performance & Achievements:
📌 Successfully ran Facebook ad campaigns for real estate businesses, generating up to 19 leads per campaign.
📌 Managed social media pages for executives, including content scheduling and engagement strategies.
📌 Coordinated virtual and in-person real estate events, handling logistics, social media promotions, and sponsor coordination.
📌 Oversaw business operations for a real estate company, ensuring smooth execution of marketing and administrative tasks.
She can start after 2 weeks notice and is amenable to Full-time arrangement.
Predictive Index Behavioral Profile - Specialist
Strongest Behaviors
- Proactivity in driving to reach goals while moving at a faster-than-average pace. Inquisitive about the world.
- Relatively independent in taking action on their own ideas. Resourcefully works around most obstacles blocking completion of what they want to accomplish.
- Eager for results, drive is for swift implementation. Works best in fast-paced environments offering a variety of activities, rather than routines.
Nick is an intense, results-oriented person, whose drive and sense of urgency are tempered and disciplined by a strong concern for the accuracy and quality of the details of any work for which they are responsible. Approach to any work done will be based on thorough analysis and detailed knowledge of all pertinent facts.
Much more technically than socially-oriented; has confidence in technical/professional knowledge and ability to get things done correctly. With experience, will develop a high level of expertise in their own work and will be critical of mistakes made by themself or others. Takes the work and responsibilities very seriously and expects others to do the same.
Employment History
Admin Assistant Social Media Manager
Industry:
Property / Real Estate
Employment Period:
July 2024 to January 2025 (6 Months)
Duties and Responsibilities:
- I managed emails, scheduled appointments, and coordinated communication between agents and clients.
- I handled document preparation, CRM management, and organized client databases to keep transactions smooth.
- Additionally, I assisted with listing updates and other real estate-related tasks, ensuring efficient daily operations.
- My role required strong attention to detail, organization, and the ability to multitask in a fast-paced environment.
Social Media Assistant Graphic Designer
Industry:
Advertising / Marketing / Promotion / PR
Employment Period:
June 2024 to July 2024 (1 Months)
Duties and Responsibilities:
- As a Social Media Assistant/Graphic Designer in a project-based role, I supported content creation and graphic design for social media platforms.
- My responsibilities included designing visually appealing graphics, assisting with content planning, and ensuring brand consistency across all social media channels to enhance engagement and visibility.
Reels Editor
Industry:
Entertainment / Media
Employment Period:
February 2024 to June 2024 (4 Months)
Duties and Responsibilities:
- As a Reels Editor in a part-time role, I create and edit engaging video content for social media platforms, focusing on producing captivating reels that resonate with the target audience.
- My responsibilities include selecting footage, adding effects, and ensuring that the final videos align with the client's brand and vision.
Executive Assistant Social Media Manager
Industry:
Property / Real Estate
Employment Period:
August 2023 to November 2023 (2 Months)
Duties and Responsibilities:
- In my previous role, I specialized in video editing for podcasts and reels, managed social media platforms, and coordinated weekly webinar emails.
- I also created presentation files and marketing graphics to support coaches and enhance overall brand presence.
Admin/IT
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
March 2023 to July 2023 (4 Months)
Duties and Responsibilities:
- Processing As an Administrative Assistant, I not only established the Zoom IVR system for a client who owns multiple properties in the US, but I also provided vital administrative support to streamline operations.
- My work involved organizing schedules, managing communications, and handling day-to-day tasks to ensure smooth workflows.
- By implementing effective processes, I contributed to the overall efficiency and productivity of the team.
Social Media Manager/Admin Assistant
Industry:
Consulting (Business & Management)
Employment Period:
November 2022 to January 2023 (2 Months)
Duties and Responsibilities:
- As a Social Media Manager/Admin Assistant in a project-based role, I handle content planning, posting, and engagement across various social media platforms.
- I also provide administrative support, helping with tasks like scheduling, organizing files, and assisting in day-to-day operations to ensure smooth project execution and efficient workflow.
Customer Service Representative
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
July 2021 to January 2023 (18 Months)
Duties and Responsibilities:
- Achieved Top 1 expert status for the month of October, delivering primary customer support to both internal and external customers.
- Responded promptly to inquiries regarding products, services, and company information, addressing questions and suggesting additional offerings to attract potential customers.
- Efficiently managed customer telephone calls to minimize on-hold wait times.
- Utilized the company's troubleshooting resolution tree to evaluate technical problems and provide appropriate solutions.
Graphic Designer
Industry:
Consulting (Business & Management)
Employment Period:
November 2022 to December 2022 (1 Months)
Duties and Responsibilities:
- I assisted in designing a business card and creating custom graphics for a coaching business.
- My focus was on delivering visually appealing and professional materials tailored to the client's needs.
Education History
Field of Study:
Education/Teaching/Training
Major:
Elementary Education
Graduation Date:
January 1, 2024
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
Graphic Design, Video Editing, Social Media Management, Real Estate, Executive Assistance,
INTERMEDIATE ★★
-
Outbound CallingKajabiCanvaTrelloGoogle Apps
Work at Home Capabilities:
- Internet Bandwidth: Between 5mbps to 100mbps
- Working Environment: Private Room
- Speed Test Result: https://www.speedtest.net/result/17339533549
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: Dell
- Processor: Windows 11
- Operating System: Windows 11
All-inclusive Rate: USD $9.64/hr
Cherie
Candidate ID: 636078
ADVANCED
-
Debt Collection, Debt settlement, Customer Service, Technical Support...
INTERMEDIATE
-
Data Entry, Chat Support, Email Support, Administrative Support...
Median Rate
$9.64
$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
Full Time: $USD 9.64 per hour or $USD 1670.08 per month
Remote Staff Recruiter Comments
- Her early career focused on providing technical support for consumer electronics such as cameras, camcorders, and CRT televisions, where she handled device troubleshooting, warranty verification, and customer education.
- For the past 10 years, she worked within a financial institution where her customer service and support experience was further refined, although in a less technical scope.
- Additionally, she held part-time roles in virtual assistance and lead generation, showing flexibility and the ability to adapt to varied support functions.
- She emphasized the importance of empathy, de-escalation, and simplifying technical explanations to ensure clarity for non-technical users.
- Her responses highlighted practical troubleshooting strategies, active listening, and customer reassurance—skills highly relevant to the technical support representative role.
- She is able to start immediately.
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.
- Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.
- Detail-oriented and thorough; works to ensure things don’t fall through the cracks, and follows up to ensure they’re done properly and on time.
- Driven to achieve operational efficiencies: thinks about what needs to be done and how it can be done as fast as possible while maintaining a high-quality outcome. Impatient with routines.
Cherie is an intense, results-oriented person, whose drive and sense of urgency are tempered and disciplined by a strong concern for the accuracy and quality of the details of any work for which they are responsible. Approach to any work done will be based on thorough analysis and detailed knowledge of all pertinent facts.
Much more technically than socially-oriented; has confidence in technical/professional knowledge and ability to get things done correctly. With experience, will develop a high level of expertise in their own work and will be critical of mistakes made by themself or others. Takes the work and responsibilities very seriously and expects others to do the same.
Employment History
Technical Support Representative
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
June 2007 to June 2010 (36 Months)
Duties and Responsibilities:
- Delivered exceptional customer service and technical support for leading consumer electronics brands such as Sony and Mitsubishi.
- Assisted customers with a wide range of inquiries related to home electronics, including digital cameras, remote controls, and televisions.
- Utilized multiple communication channels—phone, live chat, and email—to ensure timely and effective resolution of technical issues, product setup, troubleshooting, and general support.
- Maintained a high level of product knowledge to provide accurate information and guidance, documented customer interactions thoroughly in CRM systems, and collaborated with cross-functional teams to escalate and resolve complex cases.
- Consistently met or exceeded performance metrics related to customer satisfaction, first-call resolution, and response time.
Customer Service Representative
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
July 2010 to December 2010 (5 Months)
Duties and Responsibilities:
- Provided exceptional support to a high volume of customers by resolving billing inquiries, technical issues, and service-related concerns.
- Ensured customer satisfaction through efficient problem-solving, clear communication, and a customer-first approach.
- Delivered accurate and timely resolution of complex billing discrepancies and account management issues.
- Diagnosed and troubleshot a wide range of technical problems related to mobile devices, service outages, and network performance.
- Educated customers on service plans, device features, and promotional offerings to optimize their wireless experience.
- Utilized multiple systems and tools to document interactions, track resolutions, and manage customer data.
- De-escalated challenging situations with professionalism, empathy, and effective conflict resolution techniques.
- Consistently met or exceeded performance metrics, including customer satisfaction, call quality, and resolution time.
Collection Specialist
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
December 2010 to September 2011 (9 Months)
Duties and Responsibilities:
- Provided personalized financial guidance to cardholders, assisting them in managing budgets, improving credit scores, and enhancing overall financial wellness.
- Delivered tailored recommendations to support informed decision-making, addressed inquiries related to credit usage and debt management, and educated clients on best practices for long-term financial stability.
- Collaborated with internal departments to resolve account issues efficiently and ensured a high level of customer satisfaction through proactive and empathetic support
Sales Representative
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
August 2011 to February 2014 (29 Months)
Duties and Responsibilities:
- Handled high-volume inbound and outbound sales calls for prominent skincare brands such as Proactiv and Sheer Cover.
- Effectively guided customers through the enrollment process for monthly membership programs, clearly communicating product benefits and addressing objections to drive conversions.
- Consistently met or exceeded sales targets, while maintaining a strong focus on customer satisfaction, upselling opportunities, and retention strategies.
- Collaborated with team members to optimize call scripts and improve overall sales performance.
Collection Specialist
Industry:
Banking / Financial Services
Employment Period:
February 2014 to July 2017 (41 Months)
Duties and Responsibilities:
- Managed a portfolio of delinquent auto loan accounts, focusing on those 30–60 days past due, by initiating contact with customers to negotiate payment plans, resolve outstanding balances, and restore account status.
- Utilized advanced skip tracing techniques, proprietary databases, and social media platforms to locate and engage account holders with severe delinquencies (90+ days past due).
- Maintained detailed records of all customer interactions, payment arrangements, and account updates in compliance with company policies and federal regulations (e.g., FDCPA).
- Collaborated with internal departments such as customer service, repossession teams, and legal to streamline resolution efforts and minimize risk exposure.
- Demonstrated strong problem-solving and communication skills to de-escalate conflicts, educate customers on their financial options, and drive successful outcomes.
- Consistently met or exceeded monthly recovery and call quality targets, contributing to overall department performance.
- Conducted thorough verification of checks to ensure authenticity and prevent fraudulent activity by examining physical appearance, issuer credentials, endorsement accuracy, and historical deposit patterns.
- Collaborated with internal departments to flag suspicious transactions, maintained accurate records for audit compliance, and adhered to financial regulations and organizational protocols throughout the verification and processing stages.
Collection Specialist
Industry:
Banking / Financial Services
Employment Period:
July 2017 to December 2017 (4 Months)
Duties and Responsibilities:
- Monitored and managed early-stage delinquent credit card accounts to reduce overdue balances and minimize financial risk.
- Effectively negotiated payment arrangements, balancing customer financial situations with organizational recovery goals.
- Collected payments through consistent follow-ups via phone, email, and written correspondence.
- Educated customers on payment options and financial obligations to encourage timely resolution.
- Maintained accurate records of all account activities in compliance with regulatory and company standards.
- Collaborated with internal departments to resolve account discrepancies and support customer retention.
- Consistently met or exceeded monthly recovery targets while ensuring a positive customer experience.
Senior Account Resolution Specialist
Industry:
Banking / Financial Services
Employment Period:
January 2018 to August 2024 (79 Months)
Duties and Responsibilities:
- Strategically negotiated payment plans and settlements for charge-off and delinquent accounts, ensuring strict adherence to federal and state regulations.
- Collaborated with internal departments and external stakeholders to facilitate timely resolutions, maximize recovery rates, and maintain compliance with FDCPA and other applicable laws.
- Conducted thorough account reviews, assessed financial situations, and proposed tailored repayment solutions to support both client retention and organizational goals.
Virtual Assistant - Appointment Setter
Industry:
Healthcare / Medical
Employment Period:
May 2022 to December 2024 (31 Months)
Duties and Responsibilities:
- Handle incoming calls, emails, and chats professionally and efficiently. Schedule appointments, meetings, and reservations while preventing conflicts.
- Provide clients with clear, accurate details on services, pricing, and availability.
- Manage administrative tasks, including data entry, record updates, and client information.
- Monitor and respond to inquiries on social media and company websites.
Appointment Setter
Industry:
Electrical & Electronics
Employment Period:
August 2022 to November 2024 (27 Months)
Duties and Responsibilities:
- Make outbound calls to leads from online inquiries, referrals, and marketing campaigns.
- Qualify customers by assessing their energy needs, property type, and interest in solar solutions.
- Schedule sales appointments with qualified prospects for consultations or site assessments.
- Keep accurate records of calls, customer details, and appointments in the CRM.
Education History
Field of Study:
Computer Science/Information Technology
Major:
Information Technology
Graduation Date:
March 30, 2008
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
Debt Collection, Debt settlement, Customer Service, Technical Support, Customer Support, Customer Handling, Outbound Calling, Call Handling, Inbound Calls,
INTERMEDIATE ★★
-
Data Entry, Chat Support, Email SupportAdministrative SupportEmail managementCalendar ManagementAdobe Photoshop
Work at Home Capabilities:
- Internet Bandwidth: Between 5mbps to 100mbps
- Working Environment: Private Room
- Speed Test Result: https://www.speedtest.net/result/17528375482
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: Lenovo
- Processor: 11th Gen Intel(R) Core(TM) i5-1135G7 @2.40GHz 02.42GHz
- Operating System: Windows 11
All-inclusive Rate: USD $8.16/hr
Reina
Candidate ID: 634422
ADVANCED
-
Project Management, Human multitasking, Microsoft Applications, Analytical Skills...
INTERMEDIATE
-
Organizational Skills, Communication Skills, Canva, Administrative Skills...
Median Rate
$8.16
$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 8.16 per hour or $USD 1414.85 per month
Remote Staff Recruiter Comments
Reina presents herself as a well-rounded professional with a strong foundation in customer service and extensive experience in human resources. While she spent the last 10 years in HR and talent acquisition, she also brings nearly four years of direct experience in customer service—handling both inbound and outbound calls, as well as email support. Her background in communication-heavy roles enables her to transition effectively into a customer-facing VA position.
Relevant Experience:
- She previously worked in the BPO industry, notably handling a financial account (PayPal) where she supported customer concerns and engaged in upselling activities.
- She demonstrated familiarity with high-volume customer interaction, managing up to 60–80 calls per day.
- She also cited experience dealing with UK-based clients, showcasing her ability to handle international accounts and more complex client-facing interactions.
- Despite her long-term HR background, Reina displayed a strong interest in returning to a customer service role, noting her enjoyment in engaging with people and delivering resolutions.
- She is familiar with email management, multitasking across platforms, and has previously dealt with service recovery situations, providing examples of de-escalating concerns and converting cancellations into retained users.
- Her proactive approach—such as suggesting outbound calls and promotional offers for non-responsive leads—aligns well with the nature of the client’s needs in managing bookings and customer queries in a timely manner.
- She is able to start immediately.
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.
- Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.
- Detail-oriented and thorough; works to ensure things don’t fall through the cracks, and follows up to ensure they’re done properly and on time.
- Driven to achieve operational efficiencies: thinks about what needs to be done and how it can be done as fast as possible while maintaining a high-quality outcome. Impatient with routines.
Reina is a very conscientious person, particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within own area of expertise.
Reserved, serious, and always concerned with the exact correctness of the work. Self-discipline, sense of duty, and respect for authority and tradition are strong qualities in Reina Leonor, who takes responsibilities very seriously.
Employment History
HR And Business Admin Associate
Industry:
Computer / Information Technology (Software)
Employment Period:
January 2020 to July 2024 (54 Months)
Duties and Responsibilities:
- Identifies hiring need, develops the position description and recruitment plan.
- Compiling data and generating reports for management.
- Assisting with basic financial tasks, such as invoicing and expense tracking..
- Providing administrative support for business projects.
- Manages Clickup, Clockify and Xero Dashboard.
Documentation Specialist
Industry:
Non-Profit Organisation / Social Services / NGO
Employment Period:
August 2019 to September 2020 (13 Months)
Duties and Responsibilities:
- Responsible for comprehensive process documentation, ensuring that all procedural details are accurately captured and organized.
- Submit final packaged documentation that includes high-resolution photos, enhancing the visual appeal and clarity of the information.
- Additionally, compile full documentation reports of workshops, providing detailed accounts of activities, discussions, and outcomes. These reports serve as valuable resources for stakeholders, offering insights and thorough records of each event.
- Ensures that all materials are polished, professional, and informative, supporting organizational transparency and continuous improvement.
Executive Assistant
Industry:
Education
Employment Period:
April 2016 to February 2019 (34 Months)
Duties and Responsibilities:
- Assists in field training, follow-up and network of the other churches and organizations
- Hosts guests, facilitates logistics and oversee the stay of the guests for the duration of visit.
- Reviews the performance of missionaries and ministry team.
- Plans and arranges events for Awana and other public relations
- Manages all communication flow.
- Assists the Country Director in the development of fund raising resources, presentation collateral (flyers, brochures), promotional materials.
- Conducts the hiring process and interview of applicants.
- Visits, assesses and make recommendations of the office and field.
- Creates bi-monthly newsletter and process documentations.
CSR Agent/Mentor/Talent Acquisition Specialist
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
March 2011 to April 2015 (49 Months)
Duties and Responsibilities:
- Took supervisor calls and product specific question from the teammates.
- Identified behaviors and coached employees to be outstanding performers.
- Encouraged and developed teamwork among others and themselves.
- Managed delivery of customer and employee satisfaction and achieved client goals.
- Ensured quality guidelines and performance metrics are adhered to
- Monitored calls and metrics, provided feedback, coaching, and reporting on data.
- Audited, coached, and trained Customer Service Representatives.
- Sourced candidates, screened and shortlisted applicants, and managed interviews.
- Collaborated with department heads to understand current and future staffing needs.
Project AND Admin Support
Industry:
Others
Employment Period:
January 2023 to January 2023 (0 Months)
Duties and Responsibilities:
- Develop and prepare training curriculum and materials.
- Coordinate project logistics and timelines.
- Provide administrative and documentation support
Education History
Field of Study:
Mass Communications
Major:
Broadcasting
Graduation Date:
April 10, 2011
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
Project Management, Human multitasking, Microsoft Applications, Analytical Skills, Business communication, Customer Service, Customer Support, Customer Handling, Call Handling, Outbound Calling, Cold Calling, Inbound Calls, Administrative Support,
INTERMEDIATE ★★
-
Organizational SkillsCommunication SkillsCanvaAdministrative SkillsHuman Resource Management
Work at Home Capabilities:
- Internet Bandwidth: Greater than 100mbps
- Working Environment: Private Room
- Speed Test Result: N/A
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: N/A
- Processor: N/A
- Operating System: Windows 11
All-inclusive Rate: USD $7.18/hr
Erra
Candidate ID: 633545
ADVANCED
-
Call Handling, Customer Service, Customer Support, Customer Service Management...
INTERMEDIATE
-
Customer Experience...
Median Rate
$7.18
$7.63
if $1 = PHP52
$8.79
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 7.18 per hour or $USD 1244.69 per month
Remote Staff Recruiter Comments
Relevant Experience:
- Customer Service Expertise: She has substantial experience in customer service, specifically for Australian clients, where she managed bookings, handled changes or cancellations, and ensured that customer expectations were met. She emphasizes attentiveness and professionalism in resolving inquiries and objections.
- Booking Management: In her previous roles, she managed high volumes of bookings, including tasks such as appointment setting, rescheduling, and cancellations. She also showcased experience upselling packages by clearly communicating value to customers.
- Communication Channels: She has experience working across multiple communication platforms, including inbound and outbound calls, emails, and chat. She effectively handled simultaneous inquiries, such as managing four to five chat conversations at a time.
- Technology Proficiency: While she is not familiar with the specific booking tool "ServiceMate," she has experience using Salesforce and similar web-based booking platforms, demonstrating her ability to quickly adapt to new systems.
Strongest Behaviors
- Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.
- Detail-oriented and thorough; works to ensure things don’t fall through the cracks, and follows up to ensure they’re done properly and on time.
- Driven to achieve operational efficiencies: thinks about what needs to be done and how it can be done as fast as possible while maintaining a high-quality outcome. Impatient with routines.
- 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.
Erra 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.
A conservative and analytical person who respects traditional organizational values. Reserved, serious, and thoughtful about everything to be done, is a no-nonsense worker who worries about getting things exactly right. Never superficial, will make sure that they know what they’re talking about before speaking. Needs a lot of certainty and structure in their work so that it meets very high, specific quality standards.
Employment History
CUSTOMER SERVICE EXPERT
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
November 2024 to December 2024 (1 Months)
Duties and Responsibilities:
- Providing exceptional customer support through phone, email, and chat by addressing inquiries related to photo services, including product selection, technical assistance, and order management.
- Offering personalized guidance to ensure customer satisfaction, resolving issues promptly, and maintaining detailed records of customer interactions to improve service quality.
- Collaborating with internal teams to ensure seamless communication and accurate information delivery to customers.
CUSTOMER SERVICE EXPERT
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
December 2017 to December 2021 (48 Months)
Duties and Responsibilities:
- Providing exceptional support to dealers by facilitating seamless access to customer accounts for the US-based telecommunications provider, Metro by T-Mobile.
- This includes ensuring compliance with company policies, safeguarding customer data, and delivering efficient, accurate, and professional assistance to address account-related queries and issues.
Service Transfer Agent
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
December 2021 to October 2024 (33 Months)
Duties and Responsibilities:
- Helping realtors and customer to process a service transfer for a lease agreement with the solar system.
- Ensuring documents are properly signed by both parties.
- Assisting customer with system issue and billing concern.
- Checking customer’s order for Ford Charger.
TECHNICAL SUPPORT
Industry:
Entertainment / Media
Employment Period:
July 2017 to February 2018 (6 Months)
Duties and Responsibilities:
- Processing customers order / game order.
- Resolving gaming and technical issues of Xbox customers.
Education History
Field of Study:
Psychology
Major:
Psychology
Graduation Date:
May 21, 2017
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
Call Handling, Customer Service, Customer Support, Customer Service Management, Customer Satisfaction Analysis, Inbound Sales, Outbound Sales, Booking Assistance,
INTERMEDIATE ★★
-
Customer Experience
Work at Home Capabilities:
- Internet Bandwidth: Between 5mbps to 100mbps
- Working Environment: Private Room
- Speed Test Result: https://www.speedtest.net/
- Internet Type: Cable
- Hardware Type: Laptop
- Brand Name: Lenovo
- Processor: i5
- Operating System: Windows 11
All-inclusive Rate: USD $8.65/hr
Glayza
Candidate ID: 633533
ADVANCED
-
Administrative Support...
INTERMEDIATE
-
Customer Support, Technical Support, Chat Support, Client Support...
Median Rate
$8.65
$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
Full Time: $USD 8.65 per hour or $USD 1499.92 per month
Remote Staff Recruiter Comments
The candidate is a seasoned professional with over 15 years of experience in customer service and 5 years of remote work expertise. Her recent role as a Customer Success Manager for a Sweden-based software company highlights her strong skills in client management, process improvement, and administrative tasks. She is highly proficient in tools like JIRA, Confluence, Notion, Strapi, and Sendgrid, demonstrating her technical aptitude and adaptability. With a reliable remote work setup and a proven track record of efficiency, she is well-equipped for roles requiring organization, technical proficiency, and customer-centric focus.
Predictive Index: Guardian
Strongest Behavior
- 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.
- 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 are 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 the execution plan is unhurried and deliberate, stable, and will do things using the established process; finds it difficult to change these systems.
- Dependable, consistent, and needs familiar environments and coworkers to be most productive.
- Cooperative, easy-going, and agreeable in getting along with others.
- A focused, uncritical listener who won’t “rock the boat.” Methodical, steady, and even-paced; loses productivity when interrupted.
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. Glayza 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 work of a repetitive nature. Believes in having, and following, well-defined processes and procedures
Employment History
CUSTOMER SUCCESS MANAGER
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
October 2023 to January 2025 (14 Months)
Duties and Responsibilities:
- Providing product support to client’s chat support team
- Handling software issues and bugs
- Working hand in hand with developers to ensure client’s needs are addressed accordingly
Client Support Specialist
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
September 2020 to January 2022 (15 Months)
Duties and Responsibilities:
- B2B Support Specialist
- Collaborate with clients to develop comprehensive and user friendly support guides tailored to their needs.
- Manage and triage support tickets, ensuring they are assigned to the appropriate department for resolution.
- Recreate and troubleshoot reported issues to identify solutions and ensure accuracy in resolutions.
VIRTUAL ASSISTANT
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
October 2022 to June 2024 (20 Months)
Duties and Responsibilities:
- Identify and compile a list of target email addresses for outreach.
- Craft and send professional outreach emails to engage potential prospects.
- Provide first-line support, addressing questions and inquiries via webchat.
- Handle VIP requests and provide troubleshooting assistance as needed. Develop a support guide for new agents.
- Conduct training sessions to ensure successful onboarding of new agents.
- Source influencers for collaboration opportunities.
- Identify, contact, and offer partnerships to influencers.
- Monitor influencer posts for compliance and performance.
- Focus on influencers active on Instagram, TikTok, YouTube, and Meta platforms.
- Manage the end-to-end collaboration process, including: Sourcing and contract negotiation.
- Shipping products for campaigns.
- Overseeing content uploads.
- Source bloggers to promote products, write quality reviews, and feature the brand on their blogs.
- Source, sort, and analyze a list of bloggers for paid collaborations.
- Manage the end-to-end collaboration process, including: Sourcing and contract signing.
- Shipping products for campaigns.
- Overseeing content uploads.
- Oversee the creation and tracking of voucher and discount codes.
- Draft and update deals in Pipedrive.
Education History
Field of Study:
Computer Science/Information Technology
Major:
Computer Programming
Graduation Date:
March 21, 2003
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
Administrative Support
INTERMEDIATE ★★
-
Customer Support, Technical SupportChat SupportClient SupportEmail SupportB2B
Work at Home Capabilities:
- Internet Bandwidth: Greater than 100mbps
- Working Environment: Private Room
- Speed Test Result: https://www.speedtest.net/result/17248090021
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: Lenovo
- Processor: i7
- 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.






