Feb 08

Hiring Offshore Doesn’t Fail—Handoffs Do

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?

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 SOPsStandard 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:

584

Filter by Role:

*Booking interviews depend on candidates' availability and interest.

All-inclusive Rate: USD $9.54/hr

Rhenneshy

Candidate ID: 630486


ADVANCED

    Microsoft Office, Xero, Bookkeeping, Australian Tax...

INTERMEDIATE

    Photo Editing, Microsoft Excel, Administrative Support, Administrative Skills...

Employment Preferences

Availability:
Part Time Full Time
Preferred Timezone:
Australian Western Standard Time Australian Central Standard Time Australian Eastern Standard Time New Zealand Daylight Time
Hourly & Monthly Rate:
(inclusive of service fee)

*Plus GST for Australian Businesses

Part Time: $USD 9.54 per hour or $USD 827.09 per month

Full Time: $USD 9.54 per hour or $USD 1654.17 per month

Remote Staff Recruiter Comments

  • Rhenneshy brings a strong background in accounting and taxation with extensive experience working in various industries, including private companies, retail, and global accounting firms.
  • With over five years of professional experience, Rhen has developed expertise in Australian taxation, financial reporting, and auditing.
  • Key Skills and Competencies:
  • Taxation Expertise
  • Proficient in preparing and lodging individual tax returns (ITRs) with end-to-end handling, including queries and lodgment using Xero Practice Manager (XPM).
  • Experienced in trusts and company tax returns, BAS (Business Activity Statements), and IAS (Instalment Activity Statements).
  • Knowledgeable in Division 7A and Fringe Benefits Tax (FBT), with familiarity in property investment tax and other Australian tax regulations.
  • Adept at working with Self-Managed Superannuation Funds (SMSFs), using BGL 360 for processing and audits.
  • Accounting and Bookkeeping
  • Skilled in bank reconciliation, ensuring accuracy between bank records and financial statements.
  • Prepared financial reports, including taxable income summaries, financial statements, and other tax-related documentation.
  • Ensures accuracy and timeliness of accounting processes to meet client deadlines and reporting requirements.
  • Tools and Software Proficiency
  • Proficient in Xero and familiar with MYOB, QuickBooks, and BGL 360 for accounting and SMSF processing.
  • Strong working knowledge of Microsoft Excel for financial analysis and reporting.
  • Experienced in using ERO systems for tax lodgment.
  • Auditing and Compliance
  • Worked as an Internal Auditor for a retail company, performing merchandise audits, inventory checks, and compliance reviews.
  • Ensured compliance with government regulations and company policies by validating document accuracy before submission to government agencies (e.g., LTO in the Philippines).
  • Communication and Client Collaboration
  • Managed a portfolio of 240+ individual clients while working for an Australian accounting firm (TOA Global).
  • Proactively sought additional tasks and responsibilities from clients, showcasing a strong work ethic and commitment to delivering value.
  • Experienced in handling client queries, providing clear communication, and building strong professional relationships.
  • Completed a seven-week Australian accounting training program with TOA Global, passing weekly exams and gaining specialized knowledge in Australian accounting and taxation standards.
  • He is available to start immediately and is willing to start as part-time.

  • Employment History

    Accountant

    Industry:

    Accounting / Audit / Tax

    Employment Period:

    January 2022 to October 2024 (33 Months)

    Duties and Responsibilities:

    Engaged in accounting work/task for Australian Firm – Northstar Accountants Pty Ltd
    • Training in Australian Accounting (Individual, Partnership, Trust & Company)
      • Use of the Agent Tax Portal (ATO)
      • Xero Practice Manager and Xero
      • General Bookkeeping (Bank Rec, AP, AR & Payroll)
      • Process of Income Tax Return
      • Process of the Business Activity Statement
      • Process of the Installment Activity Statement
    • Admin task (ATOmate, CAS360(ASIC)
    • Answering SMSF Audit queries (Supercentric)
    • Preparing email and signature package. (Fusesign, Xero Document packs)
    • Knowledge of generating reports in ATO Portal
    • Reconciling ATO payments to Xero
    • End to end preparation of Individual Income Tax Return
      • Rental Property
      • CGT (Shares, Properties, Crypto)
    • Drafting monthly queries or information requests to the client
    • Daily bookkeeping/data entry/bank reconciliation
    • GST Reconciliation
    • Preparation of BAS / IAS
    • Prepares general work papers in support of the client’s source documents.
    • AP/ AR Reports
    • Conversion and Migration of data to Xero
    • Perform other accounting duties as required. 

    Physical Inventory Staff/Internal Auditor assigned

    Industry:

    Accounting / Audit / Tax

    Employment Period:

    May 2018 to February 2022 (45 Months)

    Duties and Responsibilities:

    •  To conduct regular store audits
    • Review of store book balance (Purchases, Sales, Adjustments, Book Balance VS Retail Book Inventory, Book Balance VS Merchandise Report)
    • To count physical inventory of each store accurately and completely
    • Determine root cause of inventory variation, if any.
    • Strategize action steps to eliminate or minimize problem
    • Reporting of audit findings to the immediate superior

    Branch Accountant

    Industry:

    Automobile / Automotive Ancillary / Vehicle

    Employment Period:

    June 2017 to May 2018 (11 Months)

    Duties and Responsibilities:

    • Reviewing of Parts and Service Sales documents
    • Checking of Vehicle Sales documents
    • Checking and reconciling of Daily Cash Collection Report
    • Monthly preparation of Sales Summary Report (Parts and Service Sales / Vehicle Sales) • Monthly preparation of Bank Reconciliation
    • Writing of Sales and Purchases Transactions in the Books of Account

    Encoder

    Industry:

    Call Center / IT-Enabled Services / BPO

    Employment Period:

    April 2014 to June 2014 (2 Months)

    Duties and Responsibilities:

    • Encoding of given data

    Education History

    Field of Study:

    Business Studies/Administration/Management

    Major:

    Accountancy

    Graduation Date:

    March 31, 2016

    Located In:

    Philippines

    License and Certification: :

    • Xero Payroll Certified
    • Xero Advisor Certifiedn


    Skills

    ADVANCED ★★★

      Microsoft Office, Xero, Bookkeeping, Australian Tax, Tax compliance,

    INTERMEDIATE ★★

      Photo EditingMicrosoft ExcelAdministrative SupportAdministrative Skills

    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: HP Victus
    • Processor: AMD Ryzen 5 7000series
    • Operating System: Windows 11

    All-inclusive Rate: USD $11.48/hr

    Reggiena

    Candidate ID: 629805


    ADVANCED

      Virtual Assistant Skills, Customer Service, Social Media Management, Website Management...

    INTERMEDIATE

      Communication Skills, Microsoft, Slack, Canva...

    Employment Preferences

    Availability:
    Full Time Part Time
    Preferred Timezone:
    Australian Western Standard Time Australian Central Standard Time Australian Eastern Standard Time
    Hourly & Monthly Rate:
    (inclusive of service fee)

    *Plus GST for Australian Businesses

    Part Time: $USD 9.54 per hour or $USD 827.09 per month

    Full Time: $USD 11.48 per hour or $USD 1989.18 per month

    Remote Staff Recruiter Comments

    Reggiena brings 14 years of extensive experience in the customer service industry, with a strong background in call center operations, customer interaction, and administrative support. She has handled roles that required her to manage inbound and outbound calls, email support, live chat, and customer bookings. Her experience aligns closely with the role requirements, particularly in converting inquiries into bookings and managing customer schedules effectively.

    Job-Specific Competencies:
    • Customer Service Expertise:
      She has consistently demonstrated excellent customer service skills across various industries, including automotive and RV rental services. She effectively handles inquiries, resolves concerns, and delivers resolutions with professionalism, even in challenging situations such as denied claims or difficult customer interactions.

    • Bookings and Scheduling:
      She has solid experience managing bookings, ensuring high conversion rates, and avoiding schedule conflicts. She is adept at offering alternative scheduling options and leveraging tools to block unavailable time slots, which minimizes errors and enhances customer satisfaction.

    • Objection Handling and Upselling:
      She has experience addressing customer hesitations, such as pricing concerns, by clearly outlining service benefits. In her previous roles, she was also empowered to offer promotional credits to encourage bookings, showing her capability to retain customers through effective persuasion and problem-solving.

    • Tool Familiarity:
      She proficiency in CRMs and productivity tools, along with her familiarity with time-tracking software, ensures a smooth transition to this role. She is also comfortable using monitoring tools, as her past roles required similar systems to track productivity and manage timekeeping.

    Key tools and systems she is proficient with include:

    • CRMs: HubSpot, Oracle, ZenDesk
    • Productivity Tools: Google Workspace, Microsoft Office Suite (Word, Excel, PowerPoint)
    • Design Tools: Adobe, Canva
    Predictive Index Behavioral Profile - Adapter

    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.
    • Relatively quick in connecting to others; reasonably open and sharing. Builds and leverages relationships to get work done.
    • Fluent, enthusiastic, and comparatively frequent in communication; a motivator who pays attention to others’ points of view.
    • Collaborative; works with and through others. Focused on team cohesion, dynamics, and interpersonal relations.
    Behavioral Summary

    Reggiena is likely equipped with a diverse behavioral range that provides adaptation from one situation to the next. They may desire to take the lead on a project but are also comfortable accommodating the desires of others and allowing others to assume control – provided the task gets executed correctly.

    In most circumstances, this individual is accustomed to thinking before speaking and will generally relay information in a factual and direct manner to peers and superiors. From time to time, their behavior may come across as challenging the status quo, and at times, they are comfortable following the rules.

    Upon completing a task, they will exhibit a higher degree of sociability, yet when facing an impending challenge, they are more likely to exhibit a reserved and serious persona. Working under pressure is usually not a problem, yet they generally prefer a degree of predictability.


    Employment History

    Customer Support Agent

    Industry:

    Exhibitions / Event management / MICE

    Employment Period:

    March 2024 to January 2025 (10 Months)

    Duties and Responsibilities:

    • Support expert who is passionate about providing the users on platform with the best customer experience in the world. 
    • Provides world-class experiences by interacting with customers via phone, email, and chat to provide a proactive solution to their most important concerns.
    • Understands customers' pain points, advocate for their concerns internally, and influence our products to provide a superb customer experience at all touch-points.
    • Uses product expertise to collaborate with and help other teams maintain a high level of customer service at all times.
    • As the voice of our brand, helps build up company's reputation with insatiable and addictively friendly personality.

    Sales Team Lead

    Industry:

    Consulting (Business & Management)

    Employment Period:

    July 2023 to September 2023 (2 Months)

    Duties and Responsibilities:

    • Maintain and manage shared digital assets with client and manage sales teams to provide weekly sales forecasts and sales analytics reports including leads and conversions.
    • Collaborate with senior management to set clear and achievable sales targets for the team, based on organizational objectives and market analysis.
    • Develop and implement effective sales strategies and tactics to meet or exceed sales targets, considering factors such as market trends, competition, and customer needs.
    • A strong track record of goal attainment
    • Proven successful prospecting track record.
    • Has a hunter mentality and are looking for a role where I am able to build client relationships.
    • Able to deliver a clear concise elevator pitch of the services you're selling.
    • Comfortable with making phone calls, and meeting with clients virtually.

    Medical Transcriptionist

    Industry:

    Healthcare / Medical

    Employment Period:

    June 2021 to August 2023 (26 Months)

    Duties and Responsibilities:

    Medical Transcriptionist
    • Convert transcribed diagnostic test results, procedures and consultation notes into applicable report formats. 
    • Ensure uncompromised patient care by transcribing fast and accurately, as well as performing thorough editing.
    • Type out the full forms of medical abbreviations and acronyms, as well as the formal versions of medical jargon.
    • Identify and follow up on inconsistencies, errors and missing information within a transcribed report.
    • Submit transcriptions to healthcare professionals for their approval in a timely manner.
    • Handle sensitive patient information with discretion and adhere to strict confidentiality guidelines, such as those outlined in the Health Insurance Portability and Accountability Act (HIPAA).
    Website Administrator
    Regularly monitor the website for issues such as broken links, slow loading times, and other technical issues, and take appropriate action to resolve them.
    • Creates/maintains category pages, including proper URL naming conventions, implementing SEO best practices.
    • Works with cross functional partners to maintain site content.
    • Executes day to day operations on the CMS solution.
    • Create/maintains Company Testimonials.
    • Knowledge of Programming language.
    • Perform website auditing using web governance tools and make content changes when necessary.
    Social Media Manager
    Creates and executes a comprehensive social media strategy aligned with the organization's goals, target audience, and brand identity.
    • Generated a Facebook page for the company to increase digital presence in Facebook.
    • Created paid and organic content to publish on Facebook.
    • Analyzed and Update Mobile Rehab's Digital Marketing Strategy.
    • Managed account and track content performance using social marketing tools like Google Analytics and Facebook insights.
    • Responded to any comments and messages daily on company's Facebook page.
    • Oversees and Assists with the planning and execution of Facebook Campaign.
    • Designed helpful marketing props to promote the business such as brochures, posters.

    Inbound Appointment Setter

    Industry:

    Call Center / IT-Enabled Services / BPO

    Employment Period:

    March 2022 to August 2023 (17 Months)

    Duties and Responsibilities:

    • Takes inbound calls to assist our client's customers in scheduling service appointments for their cars. 
    • Mentored and helped train incoming agents to become production ready.
    • Provided support and assisted agents with questions about product knowledge.
    • Worked in a heavy inbound-outbound call center making and or receiving at least 70 calls per shift.
    • Provided information to customer in a timely manner about available services.
    • Blended technical and professional customer service to clients.
    • Excellent listening and communication skills while creating empathy and trust to the consumer.
    • Able to adapt to change while maintaining attention to detail and organization.
    • Computer literate which enabled me to navigate through multiple screens.
    • Excellent verbal and written communications skills which allowed me to be self-sufficient and to work independently.

    Claims Specialist

    Industry:

    Call Center / IT-Enabled Services / BPO

    Employment Period:

    September 2013 to December 2021 (99 Months)

    Duties and Responsibilities:

    Claims Specialist
    • Manages recall and special coverage claims for individuals or organizations. Also reviews insurance policies, investigates claims, determines coverage, assesses damages or losses, and negotiates settlements with claimants or their representatives. 
    • Provided top notch customer satisfaction services by processing recall and special coverage claims for customers with speed, accuracy and within the threshold of deadlines.
    • Developed processes that helped the ease of doing business with customers and other departments within the account.
    • Created a tracker for process disputes and opportunities using Microsoft Excel and submitted the report to process head and clients, that eventually led to monthly process alignment checks and client calibrations Issued feedback and recommendation that led updates to existing processes.
    • Mentored incoming reimbursement specialists to help them with process challenges and customer handling inquiries.
    • POC for Taleo Online Courses, led the first and only team to accomplish 100% completion for the required 20 hours of online training.
    ER Workflow
    Edited, proof read, and authored an entire process document for a newly adopted LOB (line of business) for the account
    • Identifies and assesses cases that warrant executive handling Assigns cases to executive agents in based on priority
    • Continued collaboration with client to ensure process updates and deliverables are attained
    • Issued feedback and recommendation that led updates to existing processes
    District Specialist (Tier 2 Specialist)
    Addresses customer concerns and escalations and disputes among customers and dealers.
    • Ensures that dealerships comply with GM's policies, procedures, and legal requirements.
    • Knowledge of lemon law and provides assistance with assessing customer eligibility for buy back processes
    • Takes on customer cases that requirements that are beyond Tier 1 empowerment Issues reimbursements and goodwill policies for customer retention
    • Contributor for the Site of the Year Award, by being part of a performing team
    Non-Voice Support (Email, White Mail, Survey, Chat)
    Provided real-time solution to vehicle and dealership concerns issues while meeting and exceeding metric targets set by client thru outbound channels like email, white mail and chat
    • Provided real-time solution to vehicle and dealership concerns issues while meeting and exceeding metric targets set by client thru outbound channels like email and white mail
    • Think Customer Award, receiving top high flier CSAT scores for January 2018
    • Issued feedbacks and recommendations that led updates to existing processes
    • Edited, proof read, and authored an entire process document for a newly adopted LOB (line of business) for the account
    Tier 1 Customer Assistance Center Representative
    Provided real-time solution to vehicle and dealership concerns issues while meeting and exceeding metric targets set by client thru phone channels
    • Awarded as RFI Vehicle Champion, for mastery of request for information call concerns
    • Provided real-time solution to customer issues while meeting and exceeding metric targets set by client
    • Awarded as Top Agent for month of September 2013, ranking 1st among all agents for both phones and offline CRS
    • Utilized analytical and critical thinking skills for customer cases that do not have documented processes to resolve

    Floor Support

    Industry:

    Call Center / IT-Enabled Services / BPO

    Employment Period:

    April 2010 to August 2012 (28 Months)

    Duties and Responsibilities:

    Floor Support
    • Providing guidance, advice, and recommendations to colleagues, teams, or management on matters related to their area of expertise.
    • This could include solving complex problems, making decisions, or offering insights based on their knowledge. 
    • Provided real-time support to agents needing help with process challenges.
    • Took supervisor calls for escalations.
    • Conducted side by side and remote call listening to ensure quality calls.
    • Provides coaching and call monitoring review results to agents.

    Universal Agent - Domestic
    • Provided customer support for level 2 issues like filing tracers, reporting missing packages, hub contact, rerouting packages, et. al.
    • Provided support for junior shipping agents with process and customer handling challenges
    • Agent of the Month, July 2012 with perfect End of Month scores across all metrics
    Shipping Agent - Domestic
    Interacting with customers to assist with shipping inquiries, provide guidance on shipping options, rates, and delivery times, and resolve any issues or concerns related to shipments.
    • Completing and maintaining accurate shipping documentation and records, such as shipping labels, manifests, customs documentation (if applicable), and proof of delivery.
    • Monitoring the status and progress of shipments in transit, providing updates to customers as needed, and troubleshooting any delays or issues that may arise during shipping.
    • Coordinating with other departments and carriers to ensure smooth and timely shipment pickups, transfers, and deliveries. This may involve scheduling pickups, arranging transportation, and optimizing shipping routes.
    • Addressing and resolving shipment-related problems, such as lost or damaged packages, delivery exceptions, billing discrepancies, and customer complaints. They work to find solutions and ensure customer satisfaction.
    • Top Trainee for Shipping Class Wave 13
    • Promoted as a Universal agent in 3 months

    Education History

    Field of Study:

    Nursing

    Major:

    Nursing

    Graduation Date:

    January 1, 2010

    Located In:

    Philippines

    License and Certification: :

    HIPAA


    Skills

    ADVANCED ★★★

      Virtual Assistant Skills, Customer Service, Social Media Management, Website Management, Inbound Sales, Inbound Calls, Inbound Upselling, Outbound Calling, Outbound Sales, Booking Assistance,

    INTERMEDIATE ★★

      Communication SkillsMicrosoftSlackCanvaAdobe Acrobat

    Work at Home Capabilities:

    • Internet Bandwidth: Greater than 100mbps
    • Working Environment: Private Room
    • Speed Test Result: https://www.speedtest.net/result/17206151490
    • Internet Type: Broadband
    • Hardware Type: Laptop
    • Brand Name: Acer Nitro %
    • Processor: Intel(R) Core(TM) i5-10300H CPU @ 2.50GHz 2.50 GHz
    • Operating System: Windows 11

    All-inclusive Rate: USD $10.03/hr

    Monica

    Candidate ID: 629566


    ADVANCED

      Microsoft Office, Google Docs, Microsoft Outlook, Gmail...

    INTERMEDIATE

      Microsoft Excel, Asana, Slack, Calendly...

    Employment Preferences

    Availability:
    Part Time Full Time
    Preferred Timezone:
    Australian Western Standard Time Australian Central Standard Time Australian Eastern Standard Time New Zealand Daylight Time
    Hourly & Monthly Rate:
    (inclusive of service fee)

    *Plus GST for Australian Businesses

    Part Time: $USD 9.74 per hour or $USD 843.84 per month

    Full Time: $USD 10.03 per hour or $USD 1737.93 per month

    Remote Staff Recruiter Comments

    Monica is a seasoned administrative and executive assistant with nearly 10 years of professional experience, including 5 years as a virtual assistant. Her background spans various industries such as financial consulting, business registration services, and construction consulting, demonstrating her versatility and ability to adapt to diverse operational needs. Monica specializes in data entry, record management, payroll support, and administrative assistance with a particular focus on New Zealand-based clients and processes.

    Key Highlights:

    • Experience with Construction Industry: Provided administrative support for a New Zealand-based construction consulting firm, including managing permits, contracts, and compliance documents.
    • Payroll Expertise: Skilled in using payroll systems like Xero and MYOB for subcontractor invoice management and data encoding.
    • Email and Calendar Management: Efficiently handled client communications and managed executive schedules, including processing quotations, invoices, and project updates.
    • Broader Skill Set: Knowledgeable in both general admin tasks and basic accounting functions, making her a well-rounded candidate for administrative roles.

    Experience & Skills
    Virtual Assistance (5+ Years)
    • Supported New Zealand-based construction and consulting companies, overseeing operational tasks such as contracts, permits, and invoicing.
    • Experienced in calendar and email management, coordinating directly with clients for scheduling and administrative needs.
    Accounting & Payroll Administration
    • Managed subcontractor invoices and payroll processing using tools like Xero and MYOB.
    • Familiar with financial documentation, including bill processing, expense tracking, and data entry into accounting software.
    Technology Proficiency
    • Software Expertise: Xero, MYOB, Microsoft Office Suite, and CRMs.
    • Intermediate Excel Skills: Rated 3/5, capable of handling formulas and data organization for operational use.
    She can start immediately and is amenable to Part-time arrangements.

    Predictive Index Behavioral Profile- Artisan

    Strongest Behaviors
    • Private, serious, introspective, and reserved. Takes time to connect to and trust new people.
    • Focused; can concentrate on the task at hand for long periods. Quickly notices and understands technical matters more than social ones. Consistent and patiently thoughtful.
    • Works at a steady, unwavering pace; most comfortable with familiar processes, environments, and co-workers. Doesn’t easily change.

    Behavioral Summary

    Monica is thoughtful, disciplined, and particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within their area of expertise. Works at a steady, even pace, leveraging their background for the betterment of the team, company, or customer.

    With experience and/or training, they will develop a high level of specialized expertise. Serious and dedicated to the job and the company. Their work pace is steady and even-keeled, and they’re motivated by a real concern for getting work done thoroughly and correctly. Discipline and circumspect thinking will lend caution to their decision-making; Monica plans ahead, double checks, and follows up carefully on decisions and actions.


    Employment History

    Admin Executive Freelance

    Industry:

    General & Wholesale Trading

    Employment Period:

    September 2022 to January 2024 (16 Months)

    Duties and Responsibilities:

    • Executive Assistant to the Co-Founder CRM Management (Nethunt, Monday.com, Blumeg)
    • Xero Invoicing, Quotations, Reconciling Payments
    • Processing Reimbursements and Invoices for payments
    • Calendar Management
    • Email Management Act as coordinator for Philippine Team
    • Manage and update internal documents Drafting Rental Agreements

    Clerk

    Industry:

    Government / Defence

    Employment Period:

    April 2016 to December 2016 (8 Months)

    Duties and Responsibilities:

    • Assistant in Central Docketing Section (Records Department)
    • Assistant in Procurement and Property Unit Assistant in Office of the Regional Director Technical Working Group MunTaParLas Field Office
    • Receive and Route Documents
    • Receive, Prepare, and Release Certifications
    • Respond to Client Queries Data
    • Encoding in various databases

    Administrative Assistant for External Operations

    Industry:

    Printing / Publishing

    Employment Period:

    February 2017 to November 2018 (21 Months)

    Duties and Responsibilities:

    • Assistant to the Associate Director for Operations
    • HR coordinator for Internal Operations
    • Training Calendar Management
    • Email Management Logistics (Transportation, Hotel & Restaurant reservation, Airline Booking, Meeting rooms, etc)
    • Receive, Release and Monitor Supplies and Equipments
    • Approve of Overtime, Official Businesses and Leave Request of Staff Production
    • Monitoring Coordinate with Internal and External Stakeholders
    • Liquidate and Monitor Training Expenses

    Administrative Officer

    Industry:

    Non-Profit Organisation / Social Services / NGO

    Employment Period:

    January 2019 to May 2020 (16 Months)

    Duties and Responsibilities:

    • Assistant to the General Manager Technical Staff to the Director for Technical Services Attends Meetings with Stakeholders
    • Create layouts via Adobe Photoshop Billing, Collections, and Invoicing
    • Calendar Management
    • Email Management Logistics (Transportation, Restaurant reservation, Supplies, etc)
    • Liquidate and Monitor Company Expenses Project Coordinator Proposal, Memos, Letter Drafting Draft Application for LLDA Certification

    Executive Assistant Part Time

    Industry:

    Construction / Building / Engineering

    Employment Period:

    August 2024 to January 2025 (5 Months)

    Duties and Responsibilities:

    • Prepare Contracts for signing
    • Email and Calendar Management
    • Prepare billing and invoices (Xero)
    • Manage CRM (Builder Trend)
    • Send application to potential suppliers
    • General Administrative Support

    Administrative Assistant

    Industry:

    Call Center / IT-Enabled Services / BPO

    Employment Period:

    May 2020 to May 2024 (47 Months)

    Duties and Responsibilities:

    • Executive Assistant to the CEO and Directors Manage Various Tools (CRM, Ninety, Toggl, etc)
    • Create/Generate Deliverables for Client Meetings
    • Support and Respond to Client Queries Onboard and Offboard Clients Assist, Train, Onboard, and Offboard Team Members
    • Email and Calendar Management
    • Organize, Upload, and Send documents in or from Dropbox, Box, Sharefile, etc. Project Management (Asana - Monitor, Assign, Create project timelines and deliverables)
    • Manages client website via wix.com
    • Create various company processes
    • Create layouts via Canva, Adobe, Publisher, PPT, and WordArt
    • Prepare, Organize, and Update documents and deliverables Logistics (Regus, UberEats, Doordash, Restaurants, Airlines, Amazon)
    • Create Monthly Invoices
    • Manage Personal Social Media Profiles (Facebook, LinkedIn) 

    Admin Assistant Part Time

    Industry:

    Environment / Health / Safety

    Employment Period:

    March 2024 to June 2024 (2 Months)

    Duties and Responsibilities:

    • Schedule employee for Medical and Physical Exam
    • Contact Third-party clinics and Physical Therapists to schedule MPE
    • Create layouts for various events (Canva)
    • Prepare, organize and send exam result to clients
    • Email and Calendar Management
    • Prepare billing, invoices and payroll (MYOB & Case Manager)

    Education History

    Field of Study:

    Linguistics/Languages

    Major:

    English

    Graduation Date:

    April 30, 2016

    Located In:

    Philippines

    License and Certification: :

    N/A


    Skills

    ADVANCED ★★★

      Microsoft Office, Google Docs, Microsoft Outlook, Gmail, Xero, MYOB, Microsoft Excel, Calendar Management,

    INTERMEDIATE ★★

      Microsoft ExcelAsanaSlackCalendlyEmail management

    Work at Home Capabilities:

    • Internet Bandwidth: Greater than 100mbps
    • Working Environment: Private Room
    • Speed Test Result: https://www.speedtest.net/result/17956396701
    • Internet Type: Fiber
    • Hardware Type: Laptop
    • Brand Name: HP
    • Processor: i3
    • Operating System: Windows 11

    All-inclusive Rate: USD $52.06/hr

    Arjeluz

    Candidate ID: 629546


    ADVANCED

      QuickBooks, Microsoft Excel, Microsoft Office, Xero Accounting...

    INTERMEDIATE

      Sage PeachTree Complete Accounting, Calendly, Google Calendar, Google Spreadsheet...

    Employment Preferences

    Availability:
    Full Time
    Preferred Timezone:
    Hourly & Monthly Rate:
    (inclusive of service fee)

    *Plus GST for Australian Businesses

    Full Time: $USD 52.06 per hour or $USD 9024.36 per month

    Remote Staff Recruiter Comments

    • Argel has 15 years of experience in Finance/ Admin in the Philippines and UAE.

    • She is proficient in managing financial records, A/R, A/P, reconciliations, and financial reporting

    • Familiar with QuickBooks, SAP HANA, Tally ERP, Microsoft tools, and Google tools

    • She has Experience in corporate settings, handling A-Z accounting processes

    • She directly presented financial reports to management in most recent role

    • Assisted with inventory accounting, focus on general accounts

    • Industries: government organization, general merchandise, real estate (Dubai)

    • Created processes from scratch in previous roles

    • Managed workload through prioritization and scheduling

    • Comfortable working independently or as part of a team

    • She can Start ASAP

     

    Behavior Summary

    Arjeluz is thoughtful, disciplined, and particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within their area of expertise. Works at a steady, even pace, leveraging their background for the betterment of the team, company, or customer.


    Employment History

    General Accountant

    Industry:

    Computer / Information Technology (Hardware)

    Employment Period:

    November 2022 to August 2024 (21 Months)

    Duties and Responsibilities:

    • Handles Receivables & payables
    • Prepares utilities billing to the clients
    • Attend and resolves bill disputes
    • Prepares aging reports
    • Reconcile General Ledgers
    • Prepares Billing request to Corporates
    • Post transactions in SAP System.

    Financial Manager

    Industry:

    Heavy Industrial / Machinery / Equipment

    Employment Period:

    September 2020 to October 2022 (25 Months)

    Duties and Responsibilities:

    • Records Purchase invoice, prepares Payments
    • Records & posts of daily transactions to system
    • Communicate with the suppliers
    • Organize & safe keep documents of the business
    • Responsible for monthly closing of books of accounts
    • Finalize Accounts Reconciliation, Profit & Loss & Financial Position Report
    • Reports to Management & Directors

    General Accountant

    Industry:

    General & Wholesale Trading

    Employment Period:

    August 2016 to May 2020 (45 Months)

    Duties and Responsibilities:

    • Prepares checks, invoices & vouchers for Sales, Purchase, Receipts, Payments, Orders & client/suppliers Statement of Accounts
    • Supervises the Petty Cash Fund
    • Records & posts of daily transactions to system
    • Provide GPR for sales orders & costing of purchases
    • Communicate with the customers & suppliers
    • Organize & safe keep documents of the business
    • Responsible for monthly closing of books of accounts
    • Finalize monthly, quarterly & annual Bank & Accounts Reconciliation, Profit & Loss & Financial Position Report

    Accounts and Sales Manager

    Industry:

    General & Wholesale Trading

    Employment Period:

    September 2015 to May 2016 (8 Months)

    Duties and Responsibilities:

    •  Maintains detailed report on the stocks & sales
    • Responsible bookkeeping and documents safekeeping of the company
    • Encodes the transactions to accounting system and prepares the financial reports
    • Develops & suggest price packages necessary for suppliers & retailers
    • Creates promotional brochures & pamphlets for marketing

    Senior Bookkeeper

    Industry:

    Non-Profit Organisation / Social Services / NGO

    Employment Period:

    April 2012 to June 2015 (38 Months)

    Duties and Responsibilities:

    • Review the daily requisition & liquidation forms
    • Supervises the preparation of invoices, vouchers & payments
    • Monitors the recording & posting of the daily transactions to Accounting Software System
    • Maintains the Monthly Bank Reconciliation
    • Finalize the Variance, Analysis and Activity Reports, Income Statement & Balance Sheet
    • Prepares the annual plan of actions
    • Consolidates the reports of every department for submission of reports to Executive Directors

    Admin Officer

    Industry:

    Construction / Building / Engineering

    Employment Period:

    September 2009 to March 2012 (30 Months)

    Duties and Responsibilities:

    • Develop & make presentations of company products & services to current & potential clients
    • Source & develop client referrals
    • Prepares sales action, plan & strategies
    • Maintains customer data base, promotional materials & sales activity records
    • Respond to sales inquiries and concerns by phone, email or in person
    • Prepares payroll & reports & tax payments

    Office Administration Officer

    Industry:

    Call Center / IT-Enabled Services / BPO

    Employment Period:

    June 2007 to April 2008 (10 Months)

    Duties and Responsibilities:

    • Maintain electronic & hard copy of filing system
    • Prepare written response to routine inquiries
    • Schedule & coordinate meetings * Maintains office supplies & inventories
    • Follow-up billings & payments
    • Prepares the necessary requisition slips & forms for new supplies
    • Assist in preparation & release of paychecks

    Education History

    Field of Study:

    Finance/Accountancy/Banking

    Major:

    Accounting Technology

    Graduation Date:

    April 1, 2012

    Located In:

    Philippines

    License and Certification: :

    N/A


    Skills

    ADVANCED ★★★

      QuickBooks, Microsoft Excel, Microsoft Office, Xero Accounting, SAP Accounting, Notepad++,

    INTERMEDIATE ★★

      Sage PeachTree Complete Accounting, CalendlyGoogle CalendarGoogle SpreadsheetGoogle DocsCanva

    Work at Home Capabilities:

    • Internet Bandwidth: Between 5mbps to 100mbps
    • Working Environment: Private Room
    • Speed Test Result: https://fast.com/
    • Internet Type: Fiber
    • Hardware Type: Laptop
    • Brand Name: ACER
    • Processor: Intel(R) Core(TM) i5-1035G1 CPU @ 1.00GHz 1.19 GHz
    • Operating System: Windows 10

    All-inclusive Rate: USD $8.09/hr

    Anthony

    Candidate ID: 628678


    ADVANCED

      Quality control, Conflict resolution, Technical Support, Change management...

    INTERMEDIATE

      Communication Skills, Problem solving, Team Orientation, Time Management...

    Employment Preferences

    Availability:
    Full Time
    Preferred Timezone:
    Australian Western Standard Time Australian Central Standard Time Australian Eastern Standard Time
    Hourly & Monthly Rate:
    (inclusive of service fee)

    *Plus GST for Australian Businesses

    Full Time: $USD 8.09 per hour or $USD 1402.92 per month

    Remote Staff Recruiter Comments

    Anthony brings with him over four years of solid experience in technical support, primarily in the healthcare technology sector. His most recent role involved handling complex software-related issues, including installation, synchronization, and troubleshooting, specifically for a SaaS healthcare application. He demonstrates a methodical, customer-centric approach to resolving technical problems and ensuring clear communication with both technical and non-technical users.

    Work Experience and Skills: 
    • He has hands-on experience troubleshooting SaaS products, specifically for healthcare clients.
    • He is familiar with tools such as Salesforce (CRM), ClickUp (ticketing), and has experience working with dental/medical practice management software like Eagle Software and Dentrix. 
    • He has extensive experience in remote work environments, including outbound and inbound technical support roles.
    • In his most recent role, he managed 20–30 calls daily, handling long-duration troubleshooting calls (up to 30 minutes) and coordinating with Level 3 support when needed.
    • While his core background is in healthcare support, he has also worked in telco and other customer service roles, including supervisory/escalation tasks.
    • He is able to start immediately. 
    Predictive Index Behavioral Profile - Adapter

    Strongest Behaviors
    • Risk-taking and focus on future goals; more concerned with the future than the past. Adaptable, operates flexibly.
    • Makes decisions and takes action with relatively little need for proof to confirm their decision. More interested in their own ideas than traditional ones.
    • Flexible approach to “the book” willing to bend the rules to achieve individual goals. An original thinker who isn’t easily discouraged by setbacks.
    • Task-focused; often notices and is driven to fix technical problems, cutting through any personal/emotional issues. In areas of interest, has aptitude to spot trends in data or figure out how complex systems work.
    • Relatively independent in thinking and action; often comfortable taking action without input from others. An analytical and private person.
    • Assertive drive to accomplish personal goals by working around or through roadblocks. Communicates directly and to the point.
    Behavioral Summary

    Anthony is likely equipped with a diverse behavioral range that provides adaptation from one situation to the next. They may desire to take the lead on a project but are also comfortable accommodating the desires of others and allowing others to assume control – provided the task gets executed correctly.

    In most circumstances, this individual is accustomed to thinking before speaking and will generally relay information in a factual and direct manner to peers and superiors. From time to time, their behavior may come across as challenging the status quo, and at times, they are comfortable following the rules.

    Upon completing a task, they will exhibit a higher degree of sociability, yet when facing an impending challenge, they are more likely to exhibit a reserved and serious persona. Working under pressure is usually not a problem, yet they generally prefer a degree of predictability.


    Employment History

    Technical Support Representative

    Industry:

    Call Center / IT-Enabled Services / BPO

    Employment Period:

    June 2020 to March 2025 (56 Months)

    Duties and Responsibilities:

    Account: Solutionreach 
    • Communicate effectively with customers by doing outbound calls to understand and resolve their technical problems.
    • Provide adequate technical assistance and answer user inquiries promptly. 
    • Troubleshoot and diagnose software issue. Install, configure and test software. 
    • Provide timely accurate customer feedback and follow-up to ensure problem resolution. 
    • Escalate issues (via tickets) to a higher level as needed and ensure follow-up. 
    • Manage multiple cases efficiently and maintain detailed procedural documentation. 
    • Conduct remote troubleshooting using remote desktop application.
    • Navigate through multiple computer applications with speed & accuracy.

    Customer Care Associate II

    Industry:

    Call Center / IT-Enabled Services / BPO

    Employment Period:

    January 2019 to April 2020 (15 Months)

    Duties and Responsibilities:

    Account: CVS Pharmacy 
    • Answer inbound calls from US customers and address questions & concerns regarding their prescription health-care benefits. 
    • Provide information about their insurance coverage, what is included in the customer's benefit plan, addressing co-pays, and assisting with coverage determination. 
    • Handle prescription refills, order status updates, and tracking. 
    • Empathize and resolve concerns to simplify the customer's health-care experience. 

    Education History

    Field of Study:

    Education/Teaching/Training

    Major:

    Technology and Livelihood

    Graduation Date:

    March 28, 2017

    Located In:

    Philippines

    License and Certification: :

    N/A


    Skills

    ADVANCED ★★★

      Quality control, Conflict resolution, Technical Support, Change management, Process Improvement, Salesforce CRM, Customer Service, Customer Support, Customer Handling, Call Handling,

    INTERMEDIATE ★★

      Communication SkillsProblem solvingTeam OrientationTime ManagementTechnical Installations

    Work at Home Capabilities:

    • Internet Bandwidth: Greater than 100mbps
    • Working Environment: Private Room
    • Speed Test Result: https://www.speedtest.net/result/17528093444
    • Internet Type: Fiber
    • Hardware Type: Laptop
    • Brand Name: Huawei
    • Processor: Intel(R) Core(TM) i5-10210U CPU @ 1.60GHz 2.11 GHz
    • Operating System: Windows 11

    All-inclusive Rate: USD $9.54/hr

    Arce

    Candidate ID: 625801


    ADVANCED

      Accounting, Xero Accounting, Excel VBA, Big Query...

    INTERMEDIATE

      Accounting Reconciliation, Bank Reconciliation, Accounting Reconciliation, Bank Reconciliation...

    Employment Preferences

    Availability:
    Full Time
    Preferred Timezone:
    Australian Western Standard Time Australian Central Standard Time Australian Eastern Standard Time New Zealand Daylight Time US Eastern Standard Time
    Hourly & Monthly Rate:
    (inclusive of service fee)

    *Plus GST for Australian Businesses

    Full Time: $USD 9.54 per hour or $USD 1654.17 per month

    Remote Staff Recruiter Comments

    • A graduate of Bachelor of Science in Accountancy, with nearly 8 years of experience in accounting, including expertise in accounts reconciliation (GL/AR/AP), financial planning, intercompany transactions, and process automation.
    • Holds advanced skills in financial tools and automation technologies.
    • Led process improvement initiatives such as Value Stream Mapping (VSM), achieving 1500 hours of annual savings through process standardization and bottleneck elimination.
    • Developed automation tools for invoice processing and reconciliation, significantly increasing efficiency and accuracy.
    • Managed global AR/AP imbalances, resolving issues to prevent operational disruptions and period reopenings.
    • Directed minor system enhancements and implemented financial software migration projects to improve operational performance.
    • Advanced proficiency in SAP (S4 Hana, Fiori), KNIME, Blue Prism, and Microsoft Office Suite (Word, Excel, PowerPoint).
    • Skilled in process automation, financial analysis, and reconciliation, as well as implementing innovative solutions to optimize accounting operations.
    • Demonstrates strong leadership, project management, and problem-solving abilities, with a focus on continuous improvement and operational excellence.
    Predictive Index Behavioral Profile - Operator

    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.
    Behavioral Summary
    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. arce katherine 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.
     
    • Arce has gained 11 years of professional accounting experience and has handled roles like accounts receivable officer, business analyst, and IT consultant.
    • She is proficient in accounts payable, accounts receivable, month-end closing, general ledger, and financial reporting.
    • Her expertise include Microsoft Excel (Advanced level) including Power Automate, VBA Macros, and Power Query.
    • She has worked with multinational clients, including Australian, European, and U.S.-based organizations.
    • She also gained experience as SAP FICO Consultant with a background as an end-user and system implementer.
    • She is available to start ASAP and prefers part-time arrangement

    Employment History

    Business Analyst / AR Officer

    Industry:

    Non-Profit Organisation / Social Services / NGO

    Employment Period:

    December 2022 to March 2024 (15 Months)

    Duties and Responsibilities:

    • Invoice Management:
      • Generate, issue, and follow up on accurate invoices to clients in a timely manner.
      • Ensure invoices align with contracts and service agreements.
    • Accounts Reconciliation:
      • Reconcile customer accounts and resolve discrepancies.
      • Perform monthly reconciliations of accounts receivable ledger to general ledger.
    • Payment Tracking and Collections:
      • Monitor and manage outstanding receivables.
      • Proactively follow up on overdue accounts via email and phone while maintaining a professional and respectful approach.
      • Prepare and issue payment reminders and statements.
    • Reporting:
      • Prepare and present regular AR aging reports to management.
      • Provide insights into cash flow forecasts and identify potential risks.
    •  Customer Relationship Management:
      • Address client inquiries regarding invoices and payments efficiently and accurately.
      • Collaborate with internal teams to resolve billing disputes or discrepancies.
    • Compliance and Documentation:
      • Maintain accurate records of all transactions, correspondence, and client interactions.
      • Ensure compliance with Australian accounting standards and company policies.
    • Process Improvement:
      • Identify and implement process improvements to enhance efficiency and accuracy in accounts receivable management.

    Record 2 Report Accountant GRIR Intercompany

    Industry:

    Consumer Products / FMCG

    Employment Period:

    October 2018 to March 2022 (41 Months)

    Duties and Responsibilities:

    • Deliver excellent operational result on reconciliation of Intercompany AR and AP balances which resulted to 100% close on time.
    • Handling Intercompany queries and resolving issues within stipulated time frame resulting to ZERO incident.
    • Analyze each error and coordinate with the correct action owner which resulted to the significant 87% reduction of open unreleased billing
    • Prepare and execute intercompany billings, netting, cash application, accrual entries, adjustments along with performing account analysis.
    • Prepared and posted journal entries impacting costing close (actuals, standards, and variance)
    • Handle goods and invoice receipt ensuring no over or under payment and complying with financial policies and procedures.
    • Ensures all assigned Balance Sheet Reconciliations are prepared timely and possesses the excellent quality.

    Intercompany Accountant US

    Industry:

    Manufacturing / Production

    Employment Period:

    April 2017 to September 2018 (17 Months)

    Duties and Responsibilities:

    • Handling the largest Management Reporting Company in Johnson 1410 World headquarters and 1460 Johnson innovation
    • Responsible for providing general accounting and administrative support to the finance department
    • Maintains journals or subsidiary ledgers on the accounting system and balances and reconciles accounts
    • Processes expense reports and ensures payments are made. Generates and distributes routine financial reports
    • Invoice inter-company transactions
    • Participate in IC reporting and IC closes
    • Prepare IC netting information and initiate wire transfers
    • Respond to escalated IC queries and issues
    • Provide direction in relation to J&J’s IC policy with respect to the policys guidelines and
    • requirements for use, which involves independent judgment and analytical skills with regards
    • to the policy
    • Review IC invoices and requests for invoices for compliance with J&J corporate policies
    • using independent judgment to assure adherence to the policy
    • Work closely with required parties to research and resolve differences with IC accounts

    Accounts Payable Accountant

    Industry:

    Manufacturing / Production

    Employment Period:

    April 2016 to April 2017 (12 Months)

    Duties and Responsibilities:

    • Validates the completeness of the documents for payable processing & the accuracy of the
    • charging of expenses to the right accounts & cost center and ensures that these are in compliance
    • with the existing company policies and procedures
    • Monitors & analyzes aging of accounts payable account and other related aging accounts and
    • recommends necessary adjustments based on the analysis performed
    • Ensures to perform reconciliation of Statement of Accounts with suppliers on a regular basis and resolve issues with vendor
    • Provide immediate feedback to all inquiries
    • Ensure that accruals are properly monitored, supported and justified
    • Timeless and Accuracy of payment processing, processing of reports and analysis of AP Related Accounts.

    Credit and Collection Officer

    Industry:

    Insurance

    Employment Period:

    September 2014 to April 2016 (19 Months)

    Duties and Responsibilities:

    • Collection
      • Perform treasury assistant functions and activities to the treasury department.
      • Prepare and communicate all previous day banking activity.
      • Performing physical cash counting activities.
      • Check, inspect and verify daily cash transactions.
      • Inspect, investigate and resolve discrepancies in cash transactions.
      • Document all cash transaction activities.
      • Perform opening and closing of cash daily.
      • Check, verify and reconcile bank deposits and bank payments.
      • Print out daily bank transactions and account balances for daily monitoring
      • Responsible for bank reconciliation and any transactions with regards to bank handled
      • Respond and resolve customer problems, grievances and issues.
      • Maintain and manage all financial records, registers, logs and spreadsheets.
      • Handling and maintaining the PDC's
      • Filing of documents like check vouchers, official receipts etc
      • Responsible for Provisional Receipt replenishment
    • Disbursement
      • Responsible for weekly releasing the commission of the Agents
      • Submit summary of issued and released checks
      • Monthly submission of staled checks
      • Responsible for Petty cash fund replenishment
      • Process check payment(Refund and General administrative expenses) 

    SAP FICO Consultant / Software Engineer

    Industry:

    Computer / Information Technology (Software)

    Employment Period:

    March 2022 to January 2025 (33 Months)

    Duties and Responsibilities:

    • Consultant / Enhancment / Fix defects / Creating system for Multinational companies that used SAP

    Education History

    Field of Study:

    Finance/Accountancy/Banking

    Major:

    Accountancy

    Graduation Date:

    April 1, 2014

    Located In:

    Philippines

    License and Certification: :

    N/A


    Skills

    ADVANCED ★★★

      Accounting, Xero Accounting, Excel VBA, Big Query, SAP, Accounting, Xero Accounting, Excel VBA, Big Query, SAP,

    INTERMEDIATE ★★

      Accounting ReconciliationBank ReconciliationAccounting ReconciliationBank Reconciliation

    Work at Home Capabilities:

    • Internet Bandwidth: Greater than 100mbps
    • Working Environment: Private Room
    • Speed Test Result: N/A
    • Internet Type: DSL
    • Hardware Type: Laptop
    • Brand Name: LENOVO LEGION
    • Processor: N/A
    • Operating System: Windows 11

    All-inclusive Rate: USD $8.09/hr

    Christylyn

    Candidate ID: 624083


    ADVANCED

      Appointment Setting, Outbound Appointment Setting, Inbound Calls, Inbound Lead Generation...

    INTERMEDIATE

      Administrative Support...

    Employment Preferences

    Availability:
    Full Time
    Preferred Timezone:
    Australian Western Standard Time Australian Central Standard Time Australian Eastern Standard Time
    Hourly & Monthly Rate:
    (inclusive of service fee)

    *Plus GST for Australian Businesses

    Full Time: $USD 8.09 per hour or $USD 1402.92 per month

    Remote Staff Recruiter Comments

    Christylyn is an experienced virtual assistant with a strong background in customer service, sales, and administrative tasks. Her experience spans various industries, including e-commerce (Shopify), medical billing, healthcare services, and insurance sales. She has demonstrated adaptability in handling different roles, particularly in outbound sales and customer interactions.

    Work Experience & Skills:

    Customer Service & Sales:

    • Four years of experience in outbound sales, particularly in the insurance sector, handling high call volumes (500–700 dials/day) and appointment setting.
    • Experience handling difficult customers, overcoming objections, and utilizing rebuttals effectively to close sales.
    • Proficient in converting inquiries into bookings through relationship-building and trust-based sales techniques.

    Administrative & Virtual Assistance:

    • Managed Shopify stores, including product photo editing, video content creation, and customer engagement via comments.
    • Experienced in medical billing, processing patient claims, and coordinating with healthcare providers.
    • Familiar with CRM tools, tracker sheets, and calendar management for tracking customer interactions and follow-ups.

    Technical Proficiency:

    • Knowledge of Shopify for e-commerce management.
    • Experience using call-tracking systems and CRM tools for lead generation and customer follow-ups.
    • Comfortable working with monitoring tools for time tracking, such as Time Doctor.
    Predictive Index Behavioral Profile - Specialist

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

    Christylyn 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 Christylyn, who takes responsibilities very seriously.


    Employment History

    ESL Teacher

    Industry:

    Education

    Employment Period:

    August 2014 to December 2018 (52 Months)

    Duties and Responsibilities:

    • Develop and deliver engaging, student-centered ESL lessons that align with curriculum standards.
    • Adapt teaching methods to accommodate diverse learning styles and proficiency levels.
    • Utilize various instructional strategies, including interactive activities, multimedia, and real-life applications, to enhance language acquisition.
    • Teach English grammar, vocabulary, pronunciation, reading, writing, listening, and speaking skills.
    • Assess students’ language proficiency through tests, assignments, and class participation.
    • Provide constructive feedback to support students’ language development.

    Medical Biller

    Industry:

    Healthcare / Medical

    Employment Period:

    October 2018 to December 2019 (14 Months)

    Duties and Responsibilities:

    • Conduct outbound calls to patients, healthcare providers, and insurance companies to gather and verify information.
    • Accurately input, update, and maintain medical records in compliance with healthcare regulations and data privacy standards.
    • Review, process, and verify insurance claims and authorizations to ensure accuracy and compliance with company policies.
    • Assist in resolving claim discrepancies by coordinating with insurance providers and healthcare professionals.
    • Ensure timely follow-ups on pending authorizations and claim approvals.
    • Maintain detailed documentation of all communications and transactions related to claims and medical records.
    • Collaborate with internal teams to improve claims processing efficiency and patient record management.
    • Adhere to industry regulations and company guidelines to maintain compliance and data security.

    Product Lister and Virtual Assistant

    Industry:

    General & Wholesale Trading

    Employment Period:

    May 2018 to August 2019 (15 Months)

    Duties and Responsibilities:

    • Conduct in-depth product research to identify high-potential, winning products.
    • Create and manage compelling product listings with optimized content.
    • Handle order fulfillment efficiently, ensuring timely processing and delivery.
    • Develop and maintain e-commerce websites, ensuring seamless user experience.
    • Utilize Photoshop to design high-quality graphics for product pages and marketing materials.
    • Edit and produce engaging video content for Facebook Ads and other social media platforms.
    • Upload products to online stores, enhancing descriptions, images, and overall presentation.

    Virtual Assistant

    Industry:

    Property / Real Estate

    Employment Period:

    August 2019 to November 2021 (26 Months)

    Duties and Responsibilities:

    • Handle inbound calls with professionalism and efficiency, assisting clients with inquiries related to mortgage services, insurance policies, Final Expense (FEX) programs, and veteran-specific financial assistance.
    • Provide expert guidance on mortgage options, eligibility criteria, and loan processes to help clients make informed decisions.
    • Educate customers on various insurance products, including life, health, and final expense insurance, ensuring they understand coverage options and benefits.
    • Assist veterans in navigating specialized programs, offering tailored support to meet their unique financial and insurance needs.
    • Maintain accurate records of customer interactions, inquiries, and transactions in compliance with company policies and industry regulations.

    Virtual Assistant

    Industry:

    Healthcare / Medical

    Employment Period:

    November 2021 to December 2023 (24 Months)

    Duties and Responsibilities:

    • Provide support and assistance to members managing diabetes, including monitoring health metrics and offering guidance on lifestyle adjustments.
    • Assist members with high blood pressure by providing education on medication adherence, dietary recommendations, and wellness strategies.
    • Conduct outbound calls to engage with members, provide follow-ups, and address inquiries related to their health conditions.
    • Monitor and respond to emails and voicemails promptly, ensuring timely communication and resolution of member concerns.
    • Maintain accurate records of member interactions, documenting key details in the system for continuity of care.
    • Collaborate with healthcare professionals and team members to enhance the quality of support provided to members.

    Appointment Setter

    Industry:

    Call Center / IT-Enabled Services / BPO

    Employment Period:

    November 2023 to December 2024 (12 Months)

    Duties and Responsibilities:

    • Handling inbound calls to assist clients with inquiries and provide exceptional customer service.
    • Educating clients on mortgage options, insurance policies, Final Expense (FEX) plans, and specialized programs for veterans.
    • Assessing client needs to recommend suitable financial and insurance solutions.
    • Processing applications and ensuring all documentation meets compliance and regulatory standards.
    • Providing ongoing support to clients by addressing concerns and guiding them through the application and approval process.

    Education History

    Field of Study:

    Engineering (Computer/Telecommunication)

    Major:

    Computer Engineering

    Graduation Date:

    March 26, 2016

    Located In:

    Philippines

    License and Certification: :

    • Microsoft Certified Professional
    • Microsoft Specialist: Windows 7, Configuring
    • Certified Cabling Test Technician (CCTT) Associate


    Skills

    ADVANCED ★★★

      Appointment Setting, Outbound Appointment Setting, Inbound Calls, Inbound Lead Generation, Lead Generation, Customer Service, Customer Relations, Customer Support, Customer Handling,

    INTERMEDIATE ★★

      Administrative Support

    Work at Home Capabilities:

    • Internet Bandwidth: Between 5mbps to 100mbps
    • Working Environment: Private Room
    • Speed Test Result: https://www.speedtest.net/result/17141662404.png
    • Internet Type: DSL
    • Hardware Type: Desktop
    • Brand Name: HP
    • Processor: AMD Ryzen 5 3400G with Radeon Vega Graphics 3.70 GHz
    • Operating System: Windows 11

    All-inclusive Rate: USD $8.38/hr

    Patritze

    Candidate ID: 623571


    ADVANCED

      Microsoft Excel, IEX, Aspect eWorkforce Management...

    INTERMEDIATE

      Computer Repair, Computer Troubleshooting, Remote Computer Repair, Data Encoding...

    Employment Preferences

    Availability:
    Full Time Part Time
    Preferred Timezone:
    Australian Western Standard Time Australian Central Standard Time Australian Eastern Standard Time New Zealand Daylight Time Hawaii Standard Time Alaska Standard Time US Pacific Standard Time US Mountain Standard Time US Central Standard Time US Eastern Standard Time UK London
    Hourly & Monthly Rate:
    (inclusive of service fee)

    *Plus GST for Australian Businesses

    Part Time: $USD 8.58 per hour or $USD 743.33 per month

    Full Time: $USD 8.38 per hour or $USD 1453.17 per month

    Remote Staff Recruiter Comments

    Patz has 12+ years of professional experience, primarily in the BPO industry, specializing in workforce management and customer service operations. Starting as a Customer Service Representative, they earned several accolades, including the "Sweet Talk Award" for excellent customer engagement. Progressing through roles such as Service Tier Mentor, Mission Control Analyst, and Scheduling Analyst, Patritze has developed a strong expertise in real-time monitoring, capacity planning, and staff management. Currently serving as an Assistant Manager for Workforce Management, Patritze leads a team responsible for performance monitoring and operational efficiency across multiple accounts.

    • Supervisory experience overseeing Mission Control and Scheduling Analysts.
    • Expertise in workforce tools such as Aspect eWFM, eRTA, and IEX.
    • Demonstrated success in maintaining KPIs like AHT, CSAT, and QA.
    • Leadership in adapting staffing models to client requirements and optimizing efficiency.

    Patz's ability to enhance team performance and ensure operational excellence is evident in their accomplishments:

    • Transitioned to elite customer accounts due to exceptional performance.
    • Managed staffing requirements and ensured SLA adherence through robust scheduling and adherence strategies.
    • Played a pivotal role in procedural and operational improvements within the workforce management domain, ensuring higher team productivity and client satisfaction.
    Skill Proficiency + Tech/Software Proficiency

    He possesses advanced skills in workforce management platforms and tools:

    • Proficient in Microsoft Office (Excel, Word, Outlook) and workforce management systems (Aspect, IEX).
    • Strong analytical and troubleshooting skills for software and hardware systems, complemented by operational insight for internet browsers and Windows OS.
      These skills have been consistently applied to enhance workflow efficiency and reporting accuracy.
    Work Availability / Schedule Specifics

    He is currently employed and he is available to work after 2 weeks notice

    Collaborator - The Predictive Index


    Employment History

    Wire brusher/Admin Staff

    Industry:

    Marine / Aquaculture

    Employment Period:

    March 2011 to February 2012 (10 Months)

    Duties and Responsibilities:

    • Wire-brusher Cleaning rust removal and steel preparation for painting finishes
    • Admin Staff Monitor Man-hour activities for ship blocks, reporting for Accounting and Billing, Monitor employees’ attendance, Monitor and report Personal Protective Equipment issuance

    Workforce Assistant Manager

    Industry:

    Call Center / IT-Enabled Services / BPO

    Employment Period:

    February 2012 to January 2025 (155 Months)

    Duties and Responsibilities:

    Workforce Assistant Manager
    March 31, 2022 to Present
    • Lead a team of Mission Control (Real-Time/ RTA) analysts, ensuring their performance aligns with defined objectives.
    • Serve as the primary Workforce Management (WFM) point of contact for all assigned projects and accounts.
    • Coordinate and collaborate with Operations Teams and other departments to maintain a seamless production environment.
    • Recommend procedural and operational changes to enhance communication and improve efficiency.
    • Uphold confidentiality regarding organizational strategies, objectives, and practices.
    • Participate in meetings and functions as required, contributing to team and organizational goals.
    • Manage special projects and oversee multiple sites as needed.
    Supervisor, Workforce Managment
    September 1, 2020 to March 30, 2022
    • Lead a team of Mission Control (Real-Time/RTA) analysts and schedulers, ensuring their performance meets defined objectives.
    • Serve as the primary Workforce Management (WFM) point of contact for all assigned projects and accounts.
    • Collaborate with Operations Teams and other departments to ensure seamless production environment functionality.
    • Propose procedural and operational guideline enhancements to optimize communication and efficiency.
    • Safeguard the confidentiality of organizational strategies, objectives, and practices.
    • Actively participate in meetings, functions, and contribute to team and organizational initiatives.
    • Support and mentor analysts, providing guidance to enhance their skills and responsibilities.
    • Manage special projects and take on additional responsibilities as needed.
    Scheduling Analyst, Workforce Management
    May 26, 2019 to August 31, 2020
    • Plan, create, and communicate schedules for a designated project, ensuring clarity and accuracy.
    • Track headcount and conduct capacity planning for the assigned project.
    • Forecast headcount, call capacity, and service level (SL) delivery on a regular basis to ensure operational targets are met.
    • Identify opportunities to enhance staffing and scheduling efficiency, and provide actionable recommendations to management.
    • Perform regular reporting and data management tasks related to scheduling and capacity planning.
    Mission Control Analyst, Workforce Management
    June 1, 2016 to May 25, 2019
    • Conduct real-time monitoring and track schedule adherence on a 24/7 basis to ensure optimal operational performance.
    • Maintain and update employee and team data within the Workforce Management (WFM) software.
    • Support Operations Management by providing accurate and timely schedule or staffing information as required.
    • Monitor half-hourly call volumes, Average Handle Time (AHT), and staffing requirements, promptly alerting Operations Management of any threshold violations.
    • Track, monitor, and report agent schedule adherence and employee occurrences to maintain accountability and operational efficiency.
    CSR, CMS Watcher, Elite & Premium
    March 2012 to June 2016
     
    • Served as Tier 1 Service Mentor, guiding new agents in improving their performance.
    • Transferred to VIP accounts (Elite and Premium) due to proven expertise and customer handling skills.
    • Provided mentorship to Premium account agents, ensuring adherence to service standards.
    • Trained in Global Distribution Systems (Sabre and Amadeus) to enhance service delivery for VIP clients.
    • Acted as Supervisor POC, assisting the team lead in maintaining key performance metrics such as AHT, CSAT, and QA scores, and sending EOD reports to leadership.
    • Performed CMS monitoring for Elite and Premium accounts, ensuring operational efficiency.

    • Monitored agents' AUX usage and productivity, addressing high AHT, validating outbound calls, and identifying unnecessary AUX usage.
    • Generated and shared daily AHT reports, absenteeism and tardiness validations, and hourly center updates.
    • Managed staffing requirements on a half-hourly interval basis to meet client expectations.

    Education History

    Field of Study:

    Computer Science/Information Technology

    Major:

    Computer Science

    Graduation Date:

    August 1, 2009

    Located In:

    Philippines

    License and Certification: :

    N/A


    Skills

    ADVANCED ★★★

      Microsoft ExcelIEXAspect eWorkforce Management

    INTERMEDIATE ★★

      Computer RepairComputer TroubleshootingRemote Computer RepairData EncodingData Entry

    Work at Home Capabilities:

    • Internet Bandwidth: N/A
    • Working Environment: Private Room
    • Speed Test Result: https://www.speedtest.net/result/17148822065
    • Internet Type: Fiber
    • Hardware Type: Laptop
    • Brand Name: Lenovo
    • Processor: 12th Gen Intel(R) Core(TM) i5-12450H 2.00 GHz
    • Operating System: Windows 11

    All-inclusive Rate: USD $10.51/hr

    Jojimar

    Candidate ID: 623360


    ADVANCED

      Adobe Photoshop, AutoCAD Operation, Google SketchUp, Material Cost Estimation...

    INTERMEDIATE

      Adobe Photoshop Lightroom 4.0, Adobe Illustrator...

    Employment Preferences

    Availability:
    Part Time
    Preferred Timezone:
    Australian Eastern Standard Time Australian Central Standard Time Australian Western Standard Time
    Hourly & Monthly Rate:
    (inclusive of service fee)

    *Plus GST for Australian Businesses

    Part Time: $USD 12.44 per hour or $USD 1078.34 per month

    Remote Staff Recruiter Comments

    Joji has over five years of relevant experience in electrical estimating and drafting, having worked within the construction and engineering sectors, catering primarily to Australian clients. He gained comprehensive training in electrical estimation standards through his previous role at a BPO that focused on engineering support services. During this time, he developed expertise in drafting, cost estimation, and quantity takeoffs using software tools like AutoCAD, Groundplan, and Excel. His freelance experience since 2018 has further strengthened his skills, working directly with clients on a range of projects from residential to commercial developments.

    Joji’s projects often required him to adapt to client-specific standards, leveraging his proficiency in various tools to deliver accurate and competitive estimates. His ability to handle software like SimPRO and estimating platforms such as Estimate One enhances his alignment with the client's needs.
    • He successfully completed electrical estimation for diverse projects, including residential developments, restaurants, and commercial spaces, ensuring adherence to Australian electrical standards.
    • He demonstrated flexibility by integrating various client-specified templates and software, highlighting adaptability and client focus.
    • He maintained a high win rate for bids, credited to his detailed and precise estimation process.
    Skill and Software Proficiency:
    • Proficient in Simpro, Groundplan, AutoCAD, and Estimate One; extensive experience with Excel for detailed takeoffs and cost breakdowns.
    • Skilled in interpreting project plans, liaising with suppliers, and preparing comprehensive bid packages.
    • Demonstrates a strong grasp of Australian electrical standards, ensuring compliance and precision in project execution.
    Predictive Index Behavioral Profile - Specialist

    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.
    • 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.
    Behavioral Summary

    Jojimar 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 him, who takes responsibilities very seriously.

    With experience and/or training, he will develop a high level of specialized expertise and efficiency. Disciplined and dedicated to the job and the company. Work pace is somewhat faster-than-average, and he is motivated by a real concern for getting work done on time and correctly. Discipline and circumspect thinking will lend caution to decision-making; plans ahead, double checks, and follows up carefully on decisions and actions.


    Employment History

    Kitchen Designer

    Industry:

    Construction / Building / Engineering

    Employment Period:

    November 2015 to September 2016 (10 Months)

    Duties and Responsibilities:

    • Create precise and innovative kitchen layouts using computer-aided design (CAD) software, ensuring optimal space utilization, functionality, and aesthetic appeal.
    • Collaborate with clients to understand their requirements, preferences, and budget constraints, translating their vision into tailored kitchen designs.
    • Recommend materials, finishes, and appliances that align with the client’s style and functional needs while staying within budget guidelines.
    • Prepare and present detailed technical drawings, 3D renderings, and project documentation to ensure clear communication with clients and contractors.
    • Work closely with contractors, suppliers, and installers to ensure seamless execution of designs, addressing any on-site challenges.

    CAD Operator

    Industry:

    Construction / Building / Engineering

    Employment Period:

    November 2010 to November 2016 (72 Months)

    Duties and Responsibilities:

    • Collaborate with engineers and architects to develop detailed drawings and designs based on initial sketches and specifications.
    • Assist in the conceptualization and development of product designs, integrating advanced engineering and manufacturing techniques to ensure functionality and efficiency.
    • Apply knowledge of building standards, codes, and techniques to enhance architectural plans and ensure compliance with industry regulations.
    • Create precise and comprehensive technical drawings and blueprints using computer-aided design (CAD) software.
    • Conduct regular reviews and updates of designs to reflect modifications or new project requirements.
    • Coordinate with project managers, contractors, and other stakeholders to ensure accurate interpretation and execution of designs.
    • Research and incorporate sustainable and innovative building materials and methods into design plans.
    • Prepare documentation and reports, including design specifications, cost estimates, and project timelines.
    • Collaborate in the resolution of design-related challenges, ensuring optimal solutions that meet client and project needs.

    Electrical Estimator

    Industry:

    Call Center / IT-Enabled Services / BPO

    Employment Period:

    September 2016 to November 2018 (26 Months)

    Duties and Responsibilities:

    • Provide accurate and detailed cost estimates at various stages of the project lifecycle, including schematic design, budgetary phases, detailed take-offs, and final pricing.
    • Review electrical plans, specifications, and other project documents to determine material, labor, and equipment requirements.
    • Develop competitive bid proposals by analyzing scope, assessing project risks, and incorporating market trends.
    • Update and maintain a database of cost data, historical project information, and unit pricing to streamline future estimating processes.
    • Obtain and evaluate quotes from suppliers and subcontractors to ensure accuracy and cost-effectiveness.
    • Provide value engineering options to optimize costs while maintaining project quality and compliance.

    Electrical Estimator

    Industry:

    Construction / Building / Engineering

    Employment Period:

    April 2018 to November 2025 (91 Months)

    Duties and Responsibilities:

    • Analyze and interpret electrical plans and blueprints to extract project requirements and specifications.
    • Utilize AutoCAD and Simpro software to generate detailed and accurate project take-offs, ensuring all electrical components are accounted for.
    • Prepare comprehensive cost estimates, including labor, materials, and equipment, based on project scopes and client needs.
    • Collaborate with project managers and engineers to refine estimates and ensure alignment with project goals and timelines.
    • Identify cost-saving opportunities and propose value-engineering solutions without compromising project quality.
    • Maintain up-to-date knowledge of electrical codes, industry standards, and emerging technologies to support accurate estimations.
    • Develop and manage project schedules and timelines, ensuring adherence to deadlines and resource allocation.
    • Present estimates and proposals to clients, providing clear justifications and addressing inquiries professionally.

    Education History

    Field of Study:

    Engineering (Civil)

    Major:

    Industrial Technology Major in Drafting

    Graduation Date:

    March 28, 2009

    Located In:

    Philippines

    License and Certification: :

    N/A


    Skills

    ADVANCED ★★★

      Adobe Photoshop, AutoCAD Operation, Google SketchUp, Material Cost Estimation, Electrical system design,

    INTERMEDIATE ★★

      Adobe Photoshop Lightroom 4.0Adobe Illustrator

    Work at Home Capabilities:

    • Internet Bandwidth: Between 5mbps to 100mbps
    • Working Environment: Private Room
    • Speed Test Result: https://www.speedtest.net/result/17155081418
    • Internet Type: Fiber
    • Hardware Type: Laptop
    • Brand Name: Acer
    • Processor: ryzen 5 2500u
    • Operating System: Windows 10

    All-inclusive Rate: USD $10.99/hr

    Charis

    Candidate ID: 623272


    ADVANCED

      Electrical system design, Project Management, Account Management, Engineering...

    INTERMEDIATE

      Data Processing, Process Improvement, Risk Analysis, Strategic Planning...

    Employment Preferences

    Availability:
    Part Time
    Preferred Timezone:
    Australian Eastern Standard Time
    Hourly & Monthly Rate:
    (inclusive of service fee)

    *Plus GST for Australian Businesses

    Part Time: $USD 12.44 per hour or $USD 1078.34 per month

    Remote Staff Recruiter Comments

    Charis is a highly skilled Registered Electrical Engineer with seven years of professional experience in project and account management within the renewable energy, power, and construction industries. With a strong background in solar PV design, data analysis, and process improvement, Charis combines technical expertise with certifications like Lean Six Sigma Yellow Belt to optimize workflows and achieve cost efficiency. Her proficiency in utilizing advanced tools such as HelioScope, PVSyst,  ACAD, SCADA, Systemhub, Netsuite, Work Buddy, ASCORA, EAM and ADMSCAD, and NetSuite further showcases her capability to drive projects from conception to completion.
    • She has extensive experience leading technical and operational tasks across various industries, including renewable energy systems, solar PV after-sales support, and electrical distribution utilities.
    • She successfully contributed to a $152M LNG project and delivered exceptional results through project risk management, team supervision, and quality assurance.
    • She held roles such as Electrical Estimator, Technical Support Engineer, Team Leader, and Key Accounts Manager.
    • She has certifications include Lean Six Sigma Yellow Belt and specialized training in electrical construction and safety protocols, such as "Incident and Injury Free" and "Working Safely at Heights".
    • She is available to start immediately

    Skills + Technical Proficiency:

    • Her core competencies include project management, renewable energy systems, solar PV design, and risk management.
    • She is proficient in system software, including NetSuite, System Hub, CAD, HelioScope, Work Buddy, ASCORA, EAM and CRM platforms.
    • Demonstrated ability to analyze and interpret project financials, ensuring profitability and operational efficiency.
    Predictive Index Behavioral Profile - Specialist

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

    Charis 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 Charis, who takes responsibilities very seriously.

    With experience and/or training, she will develop a high level of specialized expertise and efficiency. Disciplined and dedicated to the job and the company. Work pace is somewhat faster-than-average, and she is motivated by a real concern for getting work done on time and correctly. Discipline and circumspect thinking will lend caution to decision-making; plans ahead, double checks, and follows up carefully on decisions and actions.


    Employment History

    Electrical Estimator

    Industry:

    Utilities / Power

    Employment Period:

    September 2024 to December 2024 (2 Months)

    Duties and Responsibilities:

    • Provide and/or revise electrical costs and estimate and submit tender and price jobs and/or work orders completed by the contractor 
    • Review electrical plans and photos related to completed work orders. 
    • Manage and use of CRM and Project management software. 
    • Create excel and establish database on projects if necessary.
    • Liaise with HIA Electrical multiple suppliers for tender pricing.
    • Submit Invoices within time frame and meet KPI. 
    • Making design modifications using Helioscope as needed.
    • Developing system processes if necessary. 
    • Undertake any additional responsibilities assigned by the Management periodically.

    Technical Support Engineer (WFH)

    Industry:

    Utilities / Power

    Employment Period:

    May 2023 to January 2024 (8 Months)

    Duties and Responsibilities:

    • Responsible for a broad range of tasks, including but not limited to providing technical and administrative support for the entire technical team. 
    • Coordination with different manufacturers, suppliers, installers, design and sales teams, clients, and other involved parties.
    • Managing and overseeing warranty claims completion, including but not limited to replacement of units, redesign of the whole system, assessment of the system, system upgrades, cost estimates, and coordination with all involved parties. 
    • Providing technical support to all customer cases 
    • Remotely troubleshooting and re-configuring old and new solar systems using various software provided by our suppliers and/or manufacturers. 
    • Making design modifications using Helioscope as needed.
    • Revising costs and estimates using NetSuite as needed.
    • Developing system processes for the Technical Division Team using System Hub. 
    • Undertake any additional responsibilities assigned by the Management periodically.

    Project Consultant

    Industry:

    Utilities / Power

    Employment Period:

    March 2022 to December 2024 (32 Months)

    Duties and Responsibilities:

    • Provide technical guidance and professional support to subcontractors involved in the design, installation, and energization works of solar photovoltaic systems and electrical distribution facilities before commencing work. 
    • Design appropriate equipment and materials for rooftop photovoltaic systems by means of specialized computer programs like CAD/ Helioscope. 
    • Provide technical expertise to resolve any potential technical issues that may arise during the implementation phase of the project. 
    • Work closely with contractor to ensure that the solar photovoltaic systems and/or electrical distribution facilities are installed correctly and energized to meet the client's requirements and expectations.
    • Ensure the safe, efficient, and completion of the project in compliance with industry (Grid) standards and regulations from conception to completion, including billing and turn-over. 
    • Identify and manage potential risks associated with client projects.

    Team Leader

    Industry:

    Utilities / Power

    Employment Period:

    November 2016 to December 2019 (36 Months)

    Duties and Responsibilities:

    • Implement, monitor and coordinate the installation, replacement, relocation, and retirement of Meralco’s revenue meters and metering facilities. 
    • Execute technical and operational tasks associated with revenue metering. 
    • Oversee and manage teams in construction, maintenance, operations, and metering services from the time of project awarding to completion, including billing and turnover completion. • Ensure that all projects adhere to the Client's authorized construction methods and standards. 
    • Develop and execute a detailed project plan, standards, and procedures to enhance cost effectiveness, efficiency, quality, and timely delivery of project results. 
    • Data analysis and interpretation for project’s profit and loss.  Conduct risk management to mitigate project risks. 
    • Manage employees to ensure they are knowledgeable of all quality standards, adhere to quality manuals and procedures, and collaborate with contractors and suppliers to uphold the quality of all systems. 
    • Aid in conducting employee performance appraisals, making recommendations for promotions and compensation, and facilitating employee terminations based on performance review.
    • Undertake any additional responsibilities assigned by the Management periodically

    Key Accounts Manager

    Industry:

    Utilities / Power

    Employment Period:

    October 2016 to November 2016 (1 Months)

    Duties and Responsibilities:

    • Managing and interpreting client’s requirements. 
    • Negotiating tender and contract terms. 
    • Negotiating and closing sales by agreeing terms and conditions.
    • Working with clients and contractors to ensure project requirements, standards, specifications, and procedures are met from start to finish. 
    • Collaborating with various teams, such as engineering, design, vendors, and maintenance, to conduct audits, tests, and inspections. 
    • Conducting cost and sales analysis. 
    • Providing after-sales supports by offering beneficial solutions for clients.

    Electrical & Instrument Coordinator

    Industry:

    Construction / Building / Engineering

    Employment Period:

    August 2014 to May 2016 (21 Months)

    Duties and Responsibilities:

    • Turn-over system, tracking and reporting by means of data base use for the completion system of the project. 
    • Preparation and control and management of punch list documentation for electrical and instrument modules. 
    • Preparation and compilation of turn-over packages, commissioning, and pre-commissioning dossiers by gathering all necessary documents, including single line diagrams, loop diagrams, cable schedules, manufacturer’s manuals, equipment data sheets, and vendor’s drawings. 
    • Coordinating with various teams and disciplines involved in the project.

    Education History

    Field of Study:

    Engineering (Electrical/Electronic)

    Major:

    Electrical Engineering

    Graduation Date:

    March 30, 2013

    Located In:

    Philippines

    License and Certification: :

    Registered Electrical Engineer


    Skills

    ADVANCED ★★★

      Electrical system design, Project Management, Account Management, Engineering, Procurement, Systems Design,

    INTERMEDIATE ★★

      Data ProcessingProcess ImprovementRisk AnalysisStrategic PlanningData Analysis

    Work at Home Capabilities:

    • Internet Bandwidth: Greater than 100mbps
    • Working Environment: Private Room
    • Speed Test Result: https://www.speedtest.net/result/17150470825
    • Internet Type: Fiber
    • Hardware Type: Laptop
    • Brand Name: LENOVO
    • Processor: 11th Gen Intel(R) Core(TM) i5-1135G7 @ 2.40GHz 2.42 GHz
    • Operating System: Windows 11

    All-inclusive Rate: USD $8.09/hr

    Nicolle

    Candidate ID: 622165


    ADVANCED

      Customer Retention, Customer Service, Customer Experience, Virtual Assistant Skills...

    INTERMEDIATE

      Social Media Management, Shopify...

    Employment Preferences

    Availability:
    Full Time
    Preferred Timezone:
    Australian Western Standard Time Australian Central Standard Time Australian Eastern Standard Time
    Hourly & Monthly Rate:
    (inclusive of service fee)

    *Plus GST for Australian Businesses

    Full Time: $USD 8.09 per hour or $USD 1402.92 per month

    Remote Staff Recruiter Comments

    Nicolle is a dedicated Customer Service and Retention Specialist with over 9 years of experience in customer support roles within the telecommunications and business process outsourcing (BPO) industries. Her background highlights a strong ability to handle high-pressure situations, resolve complex customer concerns, and enhance customer satisfaction and loyalty.
    • She has consistently demonstrated her expertise in customer retention and relationship management, particularly in her current role as an Outbound Loyalty Representative.
    • She has shown a talent for negotiating customer agreements, addressing concerns, and leveraging sales techniques to maintain memberships.
    • Her prior experience as a Subject Matter Expert and Escalation Desk Support reinforced her leadership skills, where she guided new agents and handled complex escalations, ensuring high customer satisfaction.
    • Her background as a Customer Service Representative across multiple companies further strengthens her foundation in delivering exceptional phone-based support, conflict resolution, and upselling services.
    • She has also diversified her skill set through virtual assistant roles, managing social media accounts, handling administrative tasks, and providing email support, showcasing adaptability and a multi-channel customer service capability.
    • She is able to start immediately.
    Predictive Index Behavioral Profile - Specialist

    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.
    Behavioral Summary

    Nicolle Anne 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 Nicolle Anne, who takes responsibilities very seriously.


    Employment History

    OUTBOUND LOYALTY REPRESENTATIVE

    Industry:

    Telecommunication

    Employment Period:

    July 2018 to January 2025 (77 Months)

    Duties and Responsibilities:

    • Conduct customer negotiations to achieve mutually beneficial agreements for both the business and the customer. 
    • Maintain customer memberships by leveraging sales tools and techniques effectively. 
    • Handle complaints with the aim of enhancing customer satisfaction and retaining customers. 
    • Identify consumer needs and explained how ongoing membership would meet those needs.

    VIRTUAL ADMINISTRATIVE ASSISTANT

    Industry:

    Retail / Merchandise

    Employment Period:

    August 2024 to October 2024 (1 Months)

    Duties and Responsibilities:

    • Oversee social media accounts on X (previously Twitter), respond to inquiries, and collaborate with content creators. 
    • Maintain a spreadsheet with information about leads. 
    • Develop product listings and affiliate links for potential leads. 
    • Handle inquiries and escalate customer complaints through email.

    CUSTOMER SERVICE REPRESENTATIVE

    Industry:

    Telecommunication

    Employment Period:

    January 2017 to August 2018 (19 Months)

    Duties and Responsibilities:

    • Address customer service inquiries promptly and accurately. 
    • Support customers by providing product and service information and efficiently resolving issues. 
    • Captivate potential customers by addressing their queries and suggesting suitable products or services. 
    • Present service upgrades and extra options to customers. 
    • Improve customer satisfaction by adeptly resolving conflicts, issues, and inquiries.

    SUBJECT MATTER EXPERT AND ESCALATION DESK SUPPORT

    Industry:

    Telecommunication

    Employment Period:

    January 2016 to January 2017 (11 Months)

    Duties and Responsibilities:

    • Demonstrate leadership abilities by assisting newly recruited agents and imparting essential knowledge and behaviors. 
    • Step in to manage the team in the absence of the Team Leader. 
    • Handle escalated calls from agents, offering assistance for optimal solutions. 
    • Ensure a positive, empathetic, and professional approach towards customers consistently. 
    • Successfully handle and resolve complaints according to guidelines, leading to timely solutions. 
    • Support the team by achieving related outcomes as required.

    CUSTOMER SERVICE REPRESENTATIVE

    Industry:

    Telecommunication

    Employment Period:

    February 2015 to January 2016 (11 Months)

    Duties and Responsibilities:

    • Offer exceptional customer service with courtesy and efficiency.
    • Assess customer requirements and identified optimal solutions.
    • Deliver precise and relevant troubleshooting guidance to address cable service issues. 
    • Offer support and basic troubleshooting for TV, internet, and phone services before escalating to a higher technical tier.

    Education History

    Field of Study:

    Engineering (Electrical/Electronic)

    Major:

    Computer and Consumer Electronics Program

    Graduation Date:

    April 19, 2014

    Located In:

    Philippines

    License and Certification: :

    N/A


    Skills

    ADVANCED ★★★

      Customer Retention, Customer Service, Customer Experience, Virtual Assistant Skills, Data Entry, Administrative Support, Administrative Skills,

    INTERMEDIATE ★★

      Social Media ManagementShopify

    Work at Home Capabilities:

    • Internet Bandwidth: Greater than 100mbps
    • Working Environment: Private Room
    • Speed Test Result: https://www.speedtest.net/result/17396205424
    • Internet Type: Fiber
    • Hardware Type: Laptop
    • Brand Name: ThinkPad
    • Processor: 12th Gen Intel(R) Core(TM) i5-1235U 1.30 GHz
    • Operating System: Windows 11

    All-inclusive Rate: USD $9.06/hr

    Froilan

    Candidate ID: 621892


    ADVANCED

      Email Marketing, Marketing automation, Appointment Setting, Sales...

    INTERMEDIATE

      Copywriting, Digital Marketing, Zoho CRM, Shopify...

    Employment Preferences

    Availability:
    Part Time
    Preferred Timezone:
    Australian Western Standard Time Australian Central Standard Time Australian Eastern Standard Time New Zealand Daylight Time US Pacific Standard Time US Mountain Standard Time US Central Standard Time US Eastern Standard Time UK London
    Hourly & Monthly Rate:
    (inclusive of service fee)

    *Plus GST for Australian Businesses

    Part Time: $USD 10.51 per hour or $USD 910.84 per month

    Remote Staff Recruiter Comments

    Froilan is an accomplished Sales and Business Development Specialist with over 4 years of experience in client acquisition, cold calling, and revenue growth strategies. He has excelled in logistics and SaaS industries, demonstrating proficiency in driving qualified leads, fostering client relationships, and utilizing CRM tools to optimize sales processes. His expertise in outbound prospecting, coupled with his ability to implement targeted outreach strategies, has consistently resulted in measurable success in increasing client engagement and retention.

    • He successfully generated a 30% increase in qualified leads through cold calling, email campaigns, and social selling techniques.
    • He collaborated with internal sales teams to achieve a 25% increase in client retention and engagement.
    • He proficiently utilized CRM tools to analyze customer interactions, identifying insights to drive revenue growth.
    • He prospected B2B leads to introduce a capacity procurement platform.
    • He achieved measurable results through cold outreach and appointment setting.
    • He displayed analytical skills in utilizing CRM software for performance tracking and optimizing processes.
    • He is able to start immediately.

    Skills and Tools Proficiency:

    • Sales and Communication Skills: Cold calling, email campaigns, and social selling techniques.
    • CRM Expertise: Hands-on experience with tools for tracking customer interactions, optimizing pipelines, and analyzing sales trends.
    • B2B Prospecting: Successfully executed SaaS outreach and appointment-setting initiatives.
    Predictive Index Behavioral Profile - Individualist

    Strongest Behaviors
    • Persistence; consistent pursuit of goals in calm, methodical manner even when setbacks occur. Opinionated; slow to change.
    • Casual with rules. Focused on the goal, not how to get there; willing to bend the rules. Delegates implementation details.
    • Unworried and unhurried; takes each day as it comes with little planning for what might happen, particularly given the predictable routines that have been established.
    • Private, serious, introspective, and reserved. Takes time to connect to and trust new people.
    • Focused; can concentrate on the task at hand for long periods. Quickly notices and understands technical matters more than social ones. Consistent and patiently thoughtful.
    Behavioral Summary

    Froilan is independent and individualistic in thinking and behavior. Has strong ideas and opinions and expresses them with confidence and certainty.

    Having a willingness to take risk, this individual is likely to develop and act on ideas that are distinctly new or unconventional. This is a creative and nonconformist personality.

    In expressing and acting on their ideas, this individual is determined and persistent and has the kind of confidence and nerve involved in initiating innovation or change. Very determined and persistent, once a goal is set they’ll generally push hard to reach it, regardless of the goal’s popularity with others. Undaunted by criticisms or failures.


    Employment History

    Sales Development Representative

    Industry:

    Consulting (Business & Management)

    Employment Period:

    June 2024 to December 2024 (6 Months)

    Duties and Responsibilities:

    • Managing email campaigns with Email marketing software, supporting client outreach and engagement, ensuring clients are notified of booked meetings, and crafting effective email content for prospecting.
    • This combination of campaign management, call outreach and client support is crucial in driving successful outreach efforts and maintaining clear communication with prospects.

    Sales Development Representative

    Industry:

    Transportation / Logistics

    Employment Period:

    July 2023 to June 2024 (11 Months)

    Duties and Responsibilities:

    • Helped businesses get reliable and cost-effective transportation and warehousing needs. 
    • Did prospecting, lead generation and contacting of potential customers of various logistics services to arrange a meeting and introduce the company and its services.
    • Prospected and identified new business opportunities through cold calling, email campaigns, and social selling techniques, resulting in a 30% increase in qualified leads.
    • Collaborated with the sales team to develop targeted outreach strategies and follow-up plans, resulting in a 25% increase in client engagement and retention.
    • Utilized CRM software to track and analyze customer interactions, identifying key trends and insights to optimize the sales process and drive revenue growth.

    Sales Development Representative

    Industry:

    Transportation / Logistics

    Employment Period:

    July 2022 to July 2023 (12 Months)

    Duties and Responsibilities:

    • Worked as a Sales Development Representative doing B2B SaaS prospecting and appointment setting to introduce the company’s capacity procurement platform.
    • Prospected and identified new business opportunities through cold calling, email campaigns, and social selling techniques, resulting in a 30% increase in qualified leads.
    • Work as a Sales/Business Development Representative doing B2B SaaS prospecting and appointment setting to introduce the company’s capacity procurement platform.
    • Utilized CRM software to track and analyze customer interactions, identifying key trends and insights to optimize the sales process and drive revenue growth.

    Sales Development Representative

    Industry:

    Advertising / Marketing / Promotion / PR

    Employment Period:

    July 2024 to October 2024 (3 Months)

    Duties and Responsibilities:

    • Part time job conducting call outreach to engage with prospects directly, introduce them to Pop Locate’s services, and secure appointments for our account executives or managing partners.
    • This ensures our sales leaders can focus on high-value discussions and closing deals.

    Head Teacher/Coordinator

    Industry:

    Education

    Employment Period:

    February 2016 to August 2022 (78 Months)

    Duties and Responsibilities:

    • Develop, implement, and oversee the English curriculum to ensure effective learning outcomes.
    • Stay updated on best practices in online language education and incorporate innovative teaching methods.
    • Evaluate and improve course materials based on student feedback and learning results.
    • Monitor student progress and develop strategies to improve learning outcomes.
    • Address academic concerns and collaborate with teachers to create individualized learning plans.
    • Communicate regularly with students and parents to provide updates on learning progress.

    Online Teacher/Trainer

    Industry:

    Education

    Employment Period:

    January 2013 to March 2016 (38 Months)

    Duties and Responsibilities:

    • Deliver engaging and interactive online lessons using virtual platforms.
    • Develop and implement lesson plans that align with curriculum standards.
    • Use diverse instructional methods to cater to various learning styles.
    • Facilitate discussions, group activities, and projects.
    • Design and update course materials, including slides, videos, and assignments.
    • Develop assessments such as quizzes, tests, and projects to evaluate learning.
    • Create engaging multimedia content for better comprehension.

    Global Sales Agent

    Industry:

    Computer / Information Technology (Software)

    Employment Period:

    May 2012 to January 2013 (8 Months)

    Duties and Responsibilities:

    • Identify and pursue global sales opportunities to meet and exceed revenue targets.
    • Develop and maintain a strong sales pipeline through proactive prospecting, networking, and lead generation.
    • Build and expand client portfolios across multiple international regions.
    • Conduct market research to identify emerging markets and potential business opportunities.
    • Develop and execute strategic sales plans to penetrate new markets and drive business growth.
    • Monitor sales performance metrics and provide regular reports to senior management.
    • Stay updated on industry trends, competitors, and market conditions to adjust sales strategies accordingly.

    Tutor/Supervisor

    Industry:

    Education

    Employment Period:

    September 2007 to May 2012 (56 Months)

    Duties and Responsibilities:

    • Oversee and guide tutors to ensure high-quality teaching standards.
    • Conduct regular classroom observations and provide constructive feedback.
    • Evaluate students’ performance and provide recommendations for improvement.
    • Conduct online and in-person tutoring sessions when needed.
    • Mentor tutors on best practices, lesson planning, and student engagement strategies.
    • Monitor and maintain curriculum standards in line with company goals.
    • Ensure adherence to company policies and performance benchmarks.

    Education History

    Field of Study:

    Business Studies/Administration/Management

    Major:

    Business Management

    Graduation Date:

    April 14, 2006

    Located In:

    Philippines

    License and Certification: :

    N/A


    Skills

    ADVANCED ★★★

      Email Marketing, Marketing automation, Appointment Setting, Sales, B2B Marketing, B2B Lead Generation, Outbound Sales, Google Apps, Slack, Microsoft Office, Hubspot CRM,

    INTERMEDIATE ★★

      CopywritingDigital MarketingZoho CRMShopify

    Work at Home Capabilities:

    • Internet Bandwidth: Greater than 100mbps
    • Working Environment: Private Room
    • Speed Test Result: https://www.speedtest.net/result/17125561632
    • Internet Type: Broadband
    • Hardware Type: Laptop
    • Brand Name: Acer
    • Processor: i5
    • Operating System: Windows 11

    *includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.

    **Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.

    #2. The Abdicator Who Disappears After Assigning

    Meanwhile, there’s another type of manager who is the opposite of the micromanager.

    While the micromanager constantly hovers over new hires, an abdicator disappears completely after delegating a task.

    Illustration:

    Gail is assigned to supervise Anna, a new offshore hire. To get her started, Gail sends an email on Friday at 5 PM with the instructions: “Here is the client data. Please build a 20-slide deck by Monday. You’re the expert, so I’ll leave the creatives to you.”

    Anna accepts the task willingly, but she has many questions about the client profile, as she was not given sufficient information. She tries to reach out to Gail, but receives no response over the weekend.

    On Monday, Anna is unable to complete the task, leaving Gail frustrated and blaming Anna.

    #3. The Assumer Who Thinks “It’s Obvious”

    Finally, there’s the assumer, a manager who expects everyone, including new hires, to “just get it” instantly.

    This type of manager often has a lot of experience and expertise – but unfairly expects the same level of understanding from everyone else.

    Illustration:

    Owen has been with the company for a decade and is assigned to monitor Alex, the new offshore hire. On the first day, Owen tells Alex to run the weekly report. While this instruction seems obvious to Owen, it actually involves:

    1. Pulling data from three different sources;
    2. Cross-referencing them in an Excel spreadsheet; and
    3. 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?

    Free Consult. No Pressure.

    Free Consult. No Pressure.

    We’ll answer any question on how to hire world-class, high performing, vetted virtual staff to cut your labour costs by 60-70%.

    By submitting this form, you agree to receive SMS or phone communications from Remote Staff, Inc. Message & data rates may apply. Reply STOP to opt out.

    + posts

    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.

    Get FREE EXPERT Guidance

    We’ll answer all your burning questions when it comes to building and setting up your remote team.

    Our Featured Talent

    Get instant and
    FREE Access to
    our more than
    1,000 talent pool
    database.

    Pick and choose to your liking.

    About The Author

    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.

    Leave a reply

    Your email address will not be published. Required fields are marked *

    Get Your Free Virtual Staff Toolkit

    Step by Step Guide on how to effectively and efficiently build, manage your virtual staff.

    Ready to Build and Retain your
    Ideal Remote Workforce?