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EVALUATION COMMENT

The candidate is a seasoned professional with over 15 years of experience in customer service and 5 years of remote work expertise. Her recent role as a Customer Success Manager for a Sweden-based software company highlights her strong skills in client management, process improvement, and administrative tasks. She is highly proficient in tools like JIRA, Confluence, Notion, Strapi, and Sendgrid, demonstrating her technical aptitude and adaptability. With a reliable remote work setup and a proven track record of efficiency, she is well-equipped for roles requiring organization, technical proficiency, and customer-centric focus.

Predictive Index:  Guardian

Strongest Behavior

• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
• Cautious; follows a well-established and proven plan to avoid making mistakes.
• Does the background research necessary to have proof to support decisions before action is taken.
• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.
• Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new people. Detail-oriented and precise; follow-through is deep and literal to ensure tasks are completed in accordance with quality standards.
• Operationally, as opposed to socially, focused. Thinks, in specific terms, about what needs to be done and how to do it accurately and flawlessly; follows, in a literal way, that the execution plan is unhurried and deliberate, stable, and will do things using the established process; finds it difficult to change these systems.
• Dependable, consistent, and needs familiar environments and coworkers to be most productive.
• Cooperative, easy-going, and agreeable in getting along with others.
• A focused, uncritical listener who won’t “rock the boat.” Methodical, steady, and even-paced; loses productivity when interrupted.

Summary:

A very conscientious and disciplined person; particularly careful, thorough, and accurate in their work. This individual is exacting and strives to produce results that precisely meet the established goals. Works best where there are clear standards, expectations, reporting relationships, and measurements for the work. Glayza will depend upon professional training, their own experience, or management leadership, to provide those standards and the structure needed for their work. Given sufficient experience, they will produce work of high quality, giving close attention to the accuracy of details. Stable and dependable; consistent in their actions and, if necessary, has sufficient patience to work of a repetitive nature. Believes in having, and following, well-defined processes and procedures

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.

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.

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.

Reylina brings over 12 years of professional experience in administrative support and inventory management, primarily within the trading industry. Throughout her tenure, she has advanced through progressively responsible roles—from Inventory Auditor to Consignment Admin/Supervisor, and eventually serving as Consignment/Operations Manager. In these roles, she gained extensive hands-on experience managing inventory audits, validating large volumes of data, resolving discrepancies, and preparing detailed reports for internal review.

Her most recent responsibilities included overseeing administrative workflows and ensuring the accuracy of data across multiple branches. She worked extensively with enterprise systems such as SAP and QuickBooks, where she managed the end-to-end process of downloading data from internal CRMs, validating it, and uploading it into SAP with precision and attention to detail. Beyond her technical duties, Reylina also supported customer service operations by responding promptly to client emails and phone inquiries, managing invoicing, and coordinating with internal teams to ensure timely resolution of requests.

Reylina’s educational foundation is equally commendable—she holds an Associate Degree in Health Science Education and was a consistent academic achiever, earning awards such as Dean’s Lister and a scholarship recipient. Her well-rounded experience and commitment to professional growth make her a strong fit for roles requiring accuracy, reliability, and administrative efficiency.

 

1. Career Highlights / Relevant Projects

• Oversaw day-to-day operations and directed the activities of inventory auditors across multiple consignment branches.Played a key role in improving audit accuracy and efficiency by developing and implementing departmental policies and standards.
• Experienced in high-volume data transactions—processing 100 to 150 uploads weekly—indicating a high level of task management and accuracy under pressure.
• Demonstrated strong time management skills, juggling multiple responsibilities simultaneously including QuickBooks entries, customer service, and data uploads.

 

2. Skill Proficiency + Tech / Software Proficiency

• Skill Proficiency: Proficient in data entry and management, audit reporting, and CRM navigation. Excellent written and verbal communication skills; responsive and professional in handling customer inquiries and internal correspondence.
• Tech / Software Proficiency: Strong command of Microsoft Office tools (20+ years experience), Google Workspace (Docs, Sheets), and familiarity with project management platforms such as Trello and Monday.com. Experienced with industry tools including SAP and QuickBooks; while not yet using NetSuite professionally, she has proactively studied it to expand her toolset.

 

She can start Immediately

Predictive Index Behavioral Profile: Scholar

 

Strongest behavior:

• Strongly formal and reflective; a cool, sometimes withdrawn person who’s often deep in thought. Very skeptical of new people, requires substantial “proof” to build trust in someone.
• Extreme precision, sometimes perfectionistic; strong follow-through to ensure tasks are completed exactly in accordance with quality standards.
• Nearly exclusive focus on technical, rather than social issues. Very disciplined, specific thinking about what needs to be done, how to do it perfectly, and how to avoid pitfalls. Makes and checks an execution plan that is followed literally.

 

Behavioral Summary:

• Reylina is a serious, introspective person and an analytical and disciplined thinker. Careful, thorough and very focused on their responsibilities.
• This individual is reserved and will generally express themself in a factual, direct, and succinct manner. A conscientious person, their approach to the work is systematic, methodical, and well organized, based on thorough knowledge of, and respect for “the book”. Working with factual, technical or detailed information, they’ll produce carefully thought-out work of high quality and precision. Whether doing work themself, or delegating to others, follow up is close to ensure

Reylina is an experienced operations and customer support professional whose career trajectory reflects her commitment to operational excellence, client relations, and team leadership within the construction materials and retail industries. 

• Over 12 years of relevant work experience primarily in construction materials and retail industries.
• Key areas of expertise includes
• Operations management and branch support
• Inventory and logistics coordination
• Customer service handling and telemarketing
• Team supervision and auditing management

Industries served: Construction supply chain, retail distribution (tiles, sanitary items, air conditioning units).

Worked remotely for one year, managing operational tasks of two branches. Tasks include  logistics, sales, and cashier teams while remotely overseeing the consignment department with seven auditors.

Successfully maintained branch performance  handling critical operations support, customer escalation, supplier management, and telemarketing outreach.

Helped maintain inventory accuracy through daily monitoring and weekly audits, ensuring seamless coordination between QuickBooks, SAP, and their internal CRM system (SEEDS).

She can start immediately

Amenable to flexible schedules

Tools and Software Proficiency:

• QuickBooks (12 years) – inventory and accounting operations
• SAP (12 years) – inventory auditing and counterchecking
• SEEDS CRM (12 years) – daily reconciliation and product encoding
• Microsoft Excel (10+ years) – reporting, data analysis, executive reporting
• Trello (6 months) – project task management
• Monday.com (6 months) – task tracking
• Canva – basic design tasks for operational reports
• Google Sheets and Microsoft Office Suite – document and inventory tracking

PI Behavioral Profile: Scholar

Strongest Behaviors:

• Extreme precision, sometimes perfectionistic; strong follow-through to ensure tasks are completed exactly in accordance with quality standards.
• Very disciplined, specific thinking about what needs to be done, how to do it perfectly, and how to avoid pitfalls. Makes and checks an execution plan that is followed literally.
• Has aptitude to spot trends in data or figure out how complex systems work.
• Independent, analytical, critical, and creative thinking and action

Behavioral Summary:

Reylina is a serious, introspective person and an analytical and disciplined thinker. Careful, thorough and very focused on their responsibilities. She is reserved and will generally express themself in a factual, direct, and succinct manner. A conscientious person, their approach to the work is systematic, methodical, and well organized, based on thorough knowledge of, and respect for “the book”. Working with factual, technical or detailed information, they’ll produce carefully thought-out work of high quality and precision. Whether doing work themself, or delegating to others, follow up is close to ensure high-quality results.

• Mark Sherwin has extensive experience in customer support, collections, administrative operations, and technical troubleshooting within industries such as telecommunications, financial services, healthcare, and hospitality.
• His background includes roles in customer service, back-office support, and technical repair, demonstrating a strong foundation in handling client inquiries, process management, and system operations.
• Additionally, he has leadership experience as an Assistant Manager, where he was responsible for team supervision, performance evaluation, and hiring processes.
• Successfully handled customer inquiries, booking management, and CRM operations in a high-volume support environment, ensuring client satisfaction and operational efficiency.
• Managed collections and financial account support, handling back-office processes and ensuring compliance with company protocols.
• Led team performance management and resource allocation, conducting performance evaluations, hiring, and training initiatives.
• Provided technical troubleshooting and repair services as a business owner, demonstrating hands-on expertise in diagnosing and fixing hardware and software issues.
• Skill Proficiency:
  • Customer Support & Relationship Management
  •  Technical Troubleshooting & Repair
  • Collections & Financial Process Handling
  • Team Supervision & Performance Management
  • Administrative & Compliance Operations
• Tech/Software Proficiency:
  • CRM & Booking Management Systems
  • API Feeds & Process Automation Tools
  • Microsoft Office Suite (Word, Excel, Outlook)
  • Back-Office & Collections Systems
• Can start immediately.

Predictive Index Behavioral Profile - Promoter

Strongest Behaviors

• Socially informal, extroverted, and outgoing; gets familiar quickly. Communicates in an uninhibited, lively, and adaptable manner, drawing others into the conversation.
• Interested in people, building relationships, and teamwork rather than technical matters. Affable, optimistic, and easily trusting.
• Focused on goals and the people needed to get there, not details or plans; frequently delegates details.

Behavioral Summary

Mark is an outgoing, talkative, very friendly individual, a lively and stimulating communicator. A good mixer who is poised, active and responsive in social situations.

The complete extravert; informal and uninhibited in their behavior; understands people well and is capable of using that understanding to gain the friendship and cooperation of others. It is important to this individual to be liked and accepted, and they express themself to individuals or groups with warmth and enthusiasm. Easily understands and accepts other viewpoints, ideas, and feelings, and can be effective at getting diverse groups to come together and collaborate.

Mark has a total of 8 years of experience as a CSR across different industries:  Pet-Friendly Hotel Services, Telecommunications (Australian Telco - Optus) Healthcare to name a few.  Mark demonstrates resilience and adaptability 
through personal challenges while maintaining a professional career trajectory. A well-rounded candidate with a balance of professional and personal motivations, capable of contributing to a dynamic work environment.

His rich experience in customer service, logistics, and healthcare roles positions him as a versatile candidate.
His motivation stems from his family, ensuring a solid commitment to career growth and job performance.

Mark is adept in the following: Booking management, lead conversion, customer inquiries, inbound/outbound calls, back-office
processing

CRM used:  Jarvis, KCI, K9 
Google Entreprise Proficient.
lead generation - 100 calls per day, phone and email 
Inbound/outbound calls

Predictive Index: Promoter

Strongest Behavior : 

• Socially informal, extroverted, and outgoing; gets familiar quickly. Communicates in an uninhibited, lively, and adaptable manner, drawing others into the conversation.
• Interested in people, building relationships, and teamwork rather than technical matters.
• Affable, optimistic, and easily trusting.
• Focused on goals and the people needed to get there, not details or plans; frequently delegates details.
• Proactively connects quickly to others; open and sharing.
• Builds and leverages relationships to get work done.
• Comfortably fluent and fast talk, in volume.
• Enthusiastically persuades and motivates others considering their point of view and adjusting delivery.
• Collaborative; usually works with and through others.
• Intuitive understanding of team cohesion, dynamics, and interpersonal relations.
• Socially-focused, naturally empathizes with people, easily seeing their point of view or understanding their emotions.
• Positive, non-threatening communication.
• Teaches and shares; often working collaboratively with others to help in any capacity.
• Accommodating; most comfortable working with others, often puts team/company goals before personal goals.
• Promotes teamwork by actively sharing authority

The complete extravert; informal and uninhibited in their behavior; understands people well and is capable of using that understanding to gain the friendship and cooperation of others. It is important to this individual to be liked and accepted, and they express themself to individuals or groups with warmth and enthusiasm. Easily understands and accepts other viewpoints, ideas, and feelings, and can be effective at getting diverse groups to come together and collaborate.
 

Jars is a performance-driven operations leader with 5+ years of supervisory experience in the business process outsourcing (BPO) industry, particularly in content moderation for social media platforms. 

• Successfully led a team of 12-20 content moderators handling live stream content moderation, where accuracy in flagging community guideline violations was mission-critical
• Work scope includes coaching team members, monitoring KPI metrics like accuracy, AHT (average handling time), and completion rate, and regular client calibration meetings
• He also worked as a Sales Associate for a telecommunications account and Healthcare Virtual Assistant for a U.S.-based clinic, managing appointment setting, calendar scheduling, and prescription refills
• Jars can start immediately

Tools Used:

• Client-provided software for moderation and tracking
• Lark (internal communications)
• RingCentral (VOIP for outbound/inbound calls)
• Hubstaff and Slack (time tracking and team communication)

PI Behavioral Profile: Adapter

Strongest Behaviors:

• Careful, detail-oriented, and follows a plan to avoid errors
• Friendly, socially focused, and values teamwork and shared goals
• Operationally efficient, focused on timely and accurate results

Behavioral Summary:
Jars exhibits a flexible and moderate behavioral range, allowing him to adapt based on the situation. He values structure but can deviate from it when necessary to achieve task completion. Though task-focused, he communicates empathetically and prefers a collaborative team environment. He can operate well under pressure and is likely to thrive in environments where quality and consistency are key. While adaptable, he may favor predictability and relies on clearly defined expectations for success.

Jan demonstrated strong communication skills and extensive experience in customer service, particularly within the IT services and Australian utility sectors. His background in hybrid customer-facing and technical roles positions him as a solid fit for the Technical Support Representative role. He comes across as articulate, confident, and highly adaptable, with a genuine commitment to customer satisfaction and service quality.

Work Experience & Technical Skills:

• He brings over 12 years of experience in the customer service industry, with approximately six to seven years specifically servicing Australian clients.
• His most recent roles were with companies in the managed IT services space, where he supported clients with basic troubleshooting, Office 365 management, device onboarding, and help desk operations.
• Though not a fully dedicated technical support agent, he consistently handled frontline troubleshooting, ticket triaging, and quality monitoring—demonstrating an ability to bridge both customer and technical needs effectively.
• He is particularly adept at managing end-to-end client concerns, from handling tickets and calls to investigating negative feedback and preparing management-level reports.
• His ability to grasp technical concepts and communicate them clearly to non-technical users is evident and well aligned with the expectations for the TSR role.
• He is able to start immediately. 

Predictive Index Behavioral Profile - Scholar

Strongest Behaviors

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

Jan-Mer is a serious, introspective person and an analytical and disciplined thinker. Careful, thorough and very focused on their responsibilities.

This individual is reserved and will generally express themself in a factual, direct, and succinct manner. A conscientious person, their approach to the work is systematic, methodical, and well organized, based on thorough knowledge of, and respect for “the book”. Working with factual, technical or detailed information, they’ll produce carefully thought-out work of high quality and precision. Whether doing work themself, or delegating to others, follow up is close to ensure high-quality results.

Geraldine has extensive experience in customer service, bookings, and team management. With over 15 years of customer service experience, including 4 years in remote roles, She has handled both inbound and outbound calls, managed client inquiries, and converted leads into sales. She previously worked in a related industry, scheduling bookings for home cleaning and laundry services, and has shown strong organizational skills in managing multiple bookings while avoiding scheduling conflicts.

She also held a team lead role, where she was responsible for overseeing performance, conducting call analysis, and creating action plans to address performance issues. Her responses indicate a methodical approach to resolving customer concerns, prioritizing active listening, validating customer feelings, and ensuring follow-ups to confirm resolution effectiveness.

Relevant Experience:

• Handled 25+ inbound and 10–15 outbound calls daily for a home cleaning and laundry service provider.
• Scheduled pick-ups and deliveries using CRM tools, balancing customer requests with route efficiency.
• Increased conversion rates by introducing additional services based on customer needs.
• Conducted call performance analysis and root cause analysis to enhance team efficiency.
• Developed action plans to improve call handling and ensure quality customer service.
• Skilled at diffusing difficult situations by validating customer concerns and providing effective resolutions.
• Ensured follow-ups to confirm the success of resolutions, demonstrating accountability and reliability.
• Proficient in using CRM tools for bookings and customer management (specific tools not named but similar to ServiceM8).
• Experienced in route planning and schedule optimization for service efficiency.

Predictive Index Behavioral Profile - Individualist

Strongest Behaviors

• Private, serious, introspective, and reserved. Takes time to connect to and trust new people.
• Focused; can concentrate on the task at hand for long periods. Quickly notices and understands technical matters more than social ones. Consistent and patiently thoughtful.
• Works at a steady, unwavering pace; most comfortable with familiar processes, environments, and co-workers. Doesn’t easily change.
• Task-focused; quickly notices and pushes to fix technical problems, assertively cutting through any personal/emotional issues. Has aptitude to spot trends in data or figure out how complex systems work.
• Independent, analytical, critical, and creative thinking and action; little need for external validation before action. Private.

Behavioral Summary

Geraldine 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.

• Matthew has been working for 7 years in different companies in BPO industry. He handled different positions such as Speech Transcriptionist, Technical Support Representative, and Customer Service Representative. He started working as a Customer Service Representative back in 2016. He supported the following tasks:
  • Data entry 
  • Admin
  • Customer Service
  • Transcriptionist
  • Technical Support
  • Trouble shoot 
  • Ticketing
  • Email support
• He is proficient in systems such as CRM, ITC, and Microsoft tools.
• Matthew is available to start immediately and she is amenable to working the day shift for any part-time or fulltime position.

Predictive Index Behavioral Profile - Maverick

Strongest Behaviors

• Focused on goals and the people needed to get there, not details or plans; frequently delegates details.
• Risk-taking, daring, and focus on future goals; this individual is more concerned with where they’re going than either how they’ll get there, or where they’ve been. Adaptable, operates flexibly.
• Fluent, enthusiastic, and comparatively frequent in communication; a motivator who pays attention to others’ points of view.

Behavioral Summary
A very independent, confident, decisive, self-starter, intense and driving. This individual has a strong sense of urgency, can react and adjust quickly to changing conditions, generate novel ideas, and deal with them swiftly. Their drive is directed at getting the important things done. Competitive, ambitious and venturesome, they respond positively and actively to challenge and pressure, always sure of an ability to handle problems and people. 

Kristine has a solid background in customer service, having worked as a Customer Service Representative. Her few tasks include attracting potential customers by answering product and service questions, suggesting best offers and providing information about other products and services and building productive trust relationships with customers.

She also has experience working as a Virtual Assistant in the real estate industry for 2 years. Managing email inbox processing and day-to-day tasks, Conducting research and documentation, Processing applications for new tenants, lease renewals, and vacating tenants, Conducted inbound and outbound calls. She possesses excellent communication and multitasking abilities.

Technical Expertise:

• Proficient in using MS tools, Slaesforce, slack

• Advanced skills as a Virtual Assistant.

• Proficiency in property management software (Property Tree, Inspection Manager, etc.).

• Experience in handling preventive maintenance and work order tracking.

Interpersonal Abilities:

• Strong customer service skills.

• Effective communication with renters, rental providers, and maintenance staff.

• Ability to manage and prioritize multiple tasks simultaneously.

Predictive Index Behavioral Profile - Adapter

Strongest Behaviors

• Assertive drive to accomplish personal goals by working around or through roadblocks. Communicates directly and to the point.

• With an ability to concentrate on the task at hand, is generally more focused on technical matters than social ones. Consistent and thoughtful.

• Task-focused; often notices and is driven to fix technical problems, cutting through any personal/emotional issues. In areas of interest, has the aptitude to spot trends in data or figure out how complex systems work.

 

Behavioral Summary

Kristine is a flexible individual who portrays a similar amount of each drive. At times, she may express certain motivational needs, and at other times those needs may be different.

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

Jade has been working as a Customer service representative for almost 2 years in a BPO set up. Her few tasks include attracting potential customers by answering product and service questions, suggesting best offers and providing information about other products and services and building productive trust relationships with customers.

She also has experience working as a Virtual Assistant in the real estate industry for 2 years. Managing email inbox processing and day-to-day tasks, Conducting research and documentation, Processing applications for new tenants, lease renewals, and vacating tenants, Conducted inbound and outbound calls.

Technical Expertise:

• Advanced skills as a Virtual Assistant.

• Proficiency in property management software (Property Tree, Inspection Manager, etc.).

• Experience in handling preventive maintenance and work order tracking.

Interpersonal Abilities:

• Strong customer service skills.

• Effective communication with renters, rental providers, and maintenance staff.

• Ability to manage and prioritize multiple tasks simultaneously.

Predictive Index Behavioral Profile - Adapter

Strongest Behaviors

• Assertive drive to accomplish personal goals by working around or through roadblocks. Communicates directly and to the point.

• With an ability to concentrate on the task at hand, is generally more focused on technical matters than social ones. Consistent and thoughtful.

• Task-focused; often notices and is driven to fix technical problems, cutting through any personal/emotional issues. In areas of interest, has the aptitude to spot trends in data or figure out how complex systems work.

Behavioral Summary

Kristine is a flexible individual who portrays a similar amount of each drive. At times, she may express certain motivational needs, and at other times those needs may be different.

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

Jade

Predictive Index Behavioral Profile - Adapter

Strongest Behaviors

• Assertive drive to accomplish personal goals by working around or through roadblocks. Communicates directly and to the point.
• With an ability to concentrate on the task at hand, is generally more focused on technical matters than social ones. Consistent and thoughtful.
• 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.

 

Behavioral Summary
Kristine is a flexible individual who portrays a similar amount of each drive. At times, she may express certain motivational needs, and at other times those needs may be different.

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

• Michael is working for more than 10 years in different companies in BPO, and IT industries. He handled different positions such as Technical Support, Computer Operator, Operations Admin, Desktop Support, Senior Customer Service Representative, Reporting Analyst, Sales Specialist and Virtual Assistant. He has bachelor Degree in Information Technology. He worked with US client and supported the following task:
  • Technical support
  • Customer service
  • Inbound and outbound calls
  • Email support
  • Microsoft installation
  • Troubleshoot
  • Admin
• He is proficient in Windows XP Professional, Windows Vista, MS Office, and Sales force.
• Michael is available to start immediately and he is amenable to working the day shift for any part-time or fulltime position.

Predictive Index Behavioral Profile - Guardian

Strongest Behaviors

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

• Patient, stable, and consistent; does things generally systematically and is not inclined to change these systems. Dependable, relatively consistent and works best in familiar environments, with familiar people.
• Tolerant, easy-going, and uncritical in getting along with others. A focused listener

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