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• She has a total of 19 years of experience as a Shift Manager, Onboarding Specialist, Customer Service Representative, and Virtual Assistant within the industries of eCommerce, real estate, solar energy, fintech, and BPO industries 
• Her recent job as Shift Manager for an eCommerce company involved different tasks like:
  • Tracking Lost Orders and Checking the status of the orders
  • Managing Amazon, Target, and Facebook Market Place site
  • Taking Orders through their Magento system 
  • Managing customer reviews 
  • Resolving customer complaints 
  • Coordinating with logistics 
  • Managing the schedule of the agents 
  • Overseeing the eCommerce operations 
• She also has extensive experience with onboarding new employees as well as providing coaching and mentoring 
• She has also worked as a virtual assistant for a property company and is very well-versed in doing skip tracing, cold calling, and managing property listings 
• She has experience with using tools and applications like 
  • Amazon 
  • Magento 
  • Boxy
  • Ship station 
  • UPS
  • Gorgias 
  • Zendesk 
  • Confluence 
  • Trello 
• She can start as soon as possible 

•  
• 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.

• 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.

• Managing contracts and agreements
• Prioritizing documentation procedures
• Creating reports
• Diagnose and resolve technical issues of multiple clients (software and internet connectivity issues)
• Upselling internet and cable services
• Assisting customers with billing inquiries

• Mojo Dialer 
• People Search
• Docu Sign
• MarketView
• BoonTown CRM
• MLS
• LinkedIn
• RingCentral dialer
• Outlook
• Gmail
• Google Sheets
• Canva

• 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.
• Teaches and shares; generally interested in working collaboratively with others to help out.

• Jemaimi has been working for almost 4 years in different local companies from the BPO industries. She handled different positions such as Customer Service Representative, Technical Support, and Virtual Assistant. She started working in Customer Service in 2019 and handled food delivery and Netflix accounts. She also worked as a Virtual Assistant and worked with clients that cater to the US, New Zeland, and Australia. She supported the following tasks:
  • Customer service
  • Technical support
  • Inbound and outbound calling
  • Cold calling
  • Appointment setting
  • Admin support
• She is proficient in systems such as Zendesk, TalkDesk, Peerson, and Microsoft tools. 
• Jemaima is available to start immediately and she is amenable to working the day shift for any part-time or fulltime position.

• Proactivity, assertiveness, and sense of urgency in driving to reach personal goals. Openly challenges the world.
• Collaborative; usually works with and through others. Intuitive understanding of team cohesion, dynamics, and interpersonal relations.
• Risk-taking and focus on future goals; more concerned with the future than the past. Adaptable, operates flexibly.

Jemaima is a confident, independent self-starter with competitive drive, initiative, a sense of urgency, and the ability to make decisions and take responsibility for them. Can react and adjust quickly to changing conditions and come up with ideas for dealing with them.

Their drive is purposeful, directed at getting things done quickly. This individual responds positively and actively to challenge and pressure, and has confidence in their own ability to handle novel problems and people. An outgoing, poised person, a lively and enthusiastic communicator, tending to be a little more authoritative than persuasive in style.

• Ava has been working for almost 8 years as a customer service representative, handling various accounts such as Sprint, AT&T, Comcast and engaging sales with the BPO industry. 
• During her tenure, Ava supported various tasks, including handling complaints, both cold and warm calling, inside sales, and lead verification.
• Her greatest achievement was securing a promotion to the role as a product trainer.
• She is proficient in utilizing tools and applications such as Zendesk, HubSpot, and GoDaddy.
• She can start immediately and is well-suited for any day shift role on a full-time basis.

• 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.
• More focused on goals and the people needed to get there than the details or plans; comfortable delegating details.

Unassuming, unselfish and has a genuine interest in other people and a strong, intuitive understanding of them. Outgoing and friendly, they enjoy working with others and is lively, warm company.

A pleasant and extraverted person, Dia najieva is an effective communicator, able to stimulate and motivate others while being aware of and responsive to their needs and concerns. Their congenial personality and friendly, interested attitude make them readily approachable. Dia najieva gets along easily with a wide variety of people.

• Al has over six years of valuable experience in the BPO, retail food outlets,  vehicle dealers, and legal industries working with various companies.  He has held various positions, including Executive Virtual Assistant, Purchasing Manager, Technical Support Representative, and Customer Service Representative, overseeing accounts related to the esignature platform, telco, and lending. His main focus was on serving clients based in the United States, UK, and Australia. When working in the BPO, Al has been recognized as a top performer for three consecutive quarters. He is adept at performing the following tasks:

  • Troubleshooting technical issues
  • Inbound and outbound calling (answering questions and providing resolution)
  • Acting as a first point of contact, dealing with correspondence and phone calls
  • Taking customer’s order
  • Organizing meetings and appointments
  • Handling billing concerns
  • Managing scheduled pick-up for vehicles
  • Evaluates vendor quotation

• He is proficient in using tools such as GoHighLevel, Five9, RingCentral, Gmail, Google Calendar, and Microsoft Office. 

• Al is available to start immediately and is amenable to working the night shift for any full-time or part-time position.

Predictive Index Behavioral Profile - Controller

Strongest Behaviors

• Works at a faster-than-average pace, producing results in general accordance with schedules and “the book.”
• Detail-oriented; typically makes and follows a plan to keep track of things and usually follows up to ensure completion.
• Focused on operational efficiencies: thinks about what needs to be done and how it can be done quickly without losing quality. 

Behavioral Summary

Al Ryan is a self-disciplined, conscientious person who will develop a high degree of expertise and skill in a specialized job. Has the drive to get things done right and in accordance with established standards of accuracy and quality.

A conservative and analytical person who respects traditional organizational values. Reserved, serious, and thoughtful about everything to be done, is a no-nonsense worker who worries about getting things exactly right. Never superficial, will make sure that they know what they’re talking about before speaking. Needs a lot of certainty and structure in their work so that it meets very high, specific quality standards.

• Chiesa is a graduate of Agribusiness Management. She has been working for more than 10 years in the BPO, advertising, real estate, and healthcare industries. She handled various positions such as Customer Service Representative, Technical Support, Appointment Setting, Lead Generation, and Patient Engagement Training Specialist. It was in 2019 when she ventured into remote work. As a freelancer, she was promoted to a Training Specialist and handled sessions for new hires. She catered to clients in the US. 
• She supported the following tasks:
  • Training
  • Customer Service (phone, email, and chat)
  • Technical Support
  • Lead Generation
  • Appointment setting
  • Sales
  • Virtual Assistance
  • Data entry
• She is proficient in applications and tools such as Dial Pad, Ring Central, Calendly, Help Scout, Slack, MAX CRM, Zendesk, and Microsoft Office Apps, while considering herself a beginner in Zoho.
• Chiesa is available to start immediately.
• She prefers working the night shift for any part-time or full-time position.

• 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.
• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.

• In her more than 20 years of employment, Phoebe has held positions such as real estate virtual assistant, ESL tutor, customer service representative, activation specialist, and customer relations consultant in educational institutions, property management/real estate, and business process outsourcing firms handling telecommunications, financial, and law publishing accounts. She has catered to global clients.
• She was exposed to the following tasks:
  • Appointment Setting
  • Lead Generation
  • Cold Calling
  • Email and Chat Support
  • Phone Support
  • Customer Service
  • Technical Support
  • Social Media Management
  • Researching
  • Marketing Analysis
  • Administrative Tasks
• She is proficient in using tools such as Microsoft Office, Google apps, LinkedIn Sales Navigator, Netsuite, Mojo, Siebel, Dos, Asana and Skype.
• She can start ASAP, amenable working any shifts and open to any full-time or part-time roles.

• Proactively connects quickly to others; open and sharing. Builds and leverages relationships to get work done.
• Comfortably fluent and fast talk, in volume. Enthusiastically persuades and motivates others by considering their point of view and adjusting delivery.
• Collaborative; usually works with and through others. Intuitive understanding of team cohesion, dynamics, and interpersonal relations.

• 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.

Sunset Phoebe is an engaging, stimulating communicator, poised and capable of projecting enthusiasm and warmth, and of motivating other people.

Has a strong sense of urgency, initiative and competitive drive to get things done, with emphasis on working with and through people in the process. Understands people well and uses that understanding effectively in influencing and persuading others to act.

• Maria took Development Communication in college and has been working since 2018. She was employed in telecommunications, BPO, education, and financial services. She served Australia and US-based customers.
• She is proficient in performing the following:
  • Customer Support (phone, email, and chat)
  • Technical Support
  • Admin tasks
  • Cold calling
  • Researching
  • Data mining
  • Email management
  • Appointment setting
• She used various applications and tools such as Microsoft Office Apps (Excel, Outlook, Word. PowerPoint, Teams), Google Workspace (Spreadsheets, Document), Salesforce, Ring Central, Zoho, Zimbra, Atlas, Canva, Samson, and Slack.
• She is available to start immediately and is amenable to working the day shift, whether part-time or full-time.

• 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.
• 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.

• Data encoding
• Agent Coaching
• Recruitment & Selection
• Incident Investigation
• Data Analytics
• Graphics Designing

• Atlassian JIRA
• Salesforce
• Canva
• Tableau
• PostgreSQL
• Microsoft Server Management Studio
• Google Sheets
• Zoom
• Slack
• Python (Basic functions and commands)

• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.

• 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.
• Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.

Andrew 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 Andrew, who takes responsibilities very seriously.

• Azel has been working for almost 8 years in Business Process Outsourcing handling Insurance, Financial, Telecommunication, Property Management, Repair and Maintenance accounts where she handled and performed roles such as Insurance Specialist, Technical Support, Credit Specialist Tier 2, Collections Support Tier 3, and Support Specialist. She also ventured into freelance work where she worked with a direct client as a Debt Collector. She had catered to clients from US, UK, and Australia. 
• She was exposed to the following tasks:
  • Phone Support - Inbound and Outbound
  • Customer Service
  • Technical Support
  • Collections
  • Email and Chat Support
  • Cold Calling
  • Appointment Setting
• She is proficient in using tools such as Salesforce, CRMs, Tableu, LiveEngage, and Microsoft Office.
• She is from Pasig which is an hour and a half from the Training place.
• She has a good-quality headset, a laptop, and a desktop.
• She can start ASAP, is amendable working any shifts, and open to any full-time or part-time roles.

• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken?
• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.

• Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.
• 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.

Chrezel 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 Chrezel, who takes responsibilities very seriously.

With experience and/or training, Chrezel 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 Chrezel 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.

• Azel has been working for almost 8 years in Business Process Outsourcing handling Insurance, Financial, Telecommunication, Property Management, Repair and Maintenance accounts where she handled and performed roles such as Insurance Specialist, Technical Support, Credit Specialist Tier 2, Collections Support Tier 3, and Support Specialist. She also ventured into freelance work where she worked with a direct client as a Debt Collector. She had catered to clients from US, UK, and Australia. 
• She was exposed to the following tasks:
  • Phone Support - Inbound and Outbound
  • Customer Service
  • Technical Support
  • Collections
  • Email and Chat Support
  • Cold Calling
  • Appointment Setting
• She is proficient in using tools such as Salesforce, CRMs, Tableu, LiveEngage, and Microsoft Office.
• She is from Pasig which is an hour and a half from the Training place.
• She has a good-quality headset, a laptop, and a desktop.
• She can start ASAP, is amendable working any shifts, and open to any full-time or part-time roles.

• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken?
• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.

• Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.
• 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.

Chrezel 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 Chrezel, who takes responsibilities very seriously.

With experience and/or training, Chrezel 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 Chrezel 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.

• Edison has over 7 years of experience in customer service, sales, and administration. He took Mechanical Engineering while concurrently working as a Customer Service Representative in a BPO. He handled telco and financial accounts. After a couple of years, he moved overseas and was employed as a Junior Sales Executive in a retail business and Document Controller and Administrator in a healthcare facility. 3 years passed, and he returned home and joined another BPO under a retail account. His most recent job was as a Virtual Administrative Assistant in an outsourcing agency for a US-based client.
• He has also worked with clients based in Australia  
• He is well-versed in performing the following tasks:
  • Customer support - phone, face-to-face, email, and chat
  • Document control and maintenance
  • Order management
  • Data entry
  • Preparation of documents for audits
  • Appointment scheduling
  • Travel arrangement
  • Email monitoring
• He helps operate their family business by creating and posting content on their social media accounts: IG, FB, Twitter, and Threads accounts.
• He adeptly uses Shopify, Gorgias, Zendesk, Salesforce, Willio, Next, AUS Post Logic, Cin7, Google Workspace (Documents), Microsoft Office Apps (Word, Excel, PowerPoint, Outlook), DocuSign and Slack.
• He can start immediately.
• He prefers working the day shift but can consider the graveyard shift too to any part-time or full-time role.  

Ana Grace has a diverse background in customer service, healthcare, and medical virtual assistance. She has worked in various industries including healthcare and BPO, holding roles such as Medical VA, Supervisor, Medical Specialist, and Customer Service Representative. Her experience spans over 13 years, showcasing her adaptability and growth in both supervisory and specialist roles. She is proficient in different systems such as Slack, CPS, Zendesk, and Microsoft tools.

Strengths:

1. Healthcare Experience: Ana has significant experience in the healthcare industry, particularly as a Medical Virtual Assistant. She has handled tasks like scheduling patient appointments, managing prior authorizations, and handling patient charts. Her advanced skills in medical informatics and records research make her well-suited for roles that require a deep understanding of healthcare processes.

2. Leadership and Supervisory Roles: Ana has held supervisory positions in BPO settings, where she was responsible for monitoring team performance, providing feedback, and conducting final interviews. Her experience in leadership roles demonstrates her capability in managing teams and ensuring operational efficiency.

3. Customer Service Expertise: Her extensive background in customer service across multiple industries, including telecommunications, banking, and insurance, shows her versatility. She has handled complex customer interactions, including technical support, collections, and corporate account management.

4. Advanced Skills: Ana possesses advanced skills in data entry, administrative support, virtual assistant duties, and customer service. These skills are crucial for any role that requires meticulous attention to detail and the ability to manage multiple tasks effectively.

• Proactivity, assertiveness, and sense of urgency in driving to reach personal goals. Openly challenges the world. Independent in putting forth their own ideas, which are often innovative and, if implemented, cause change
• Resourcefully works through or around anything blocking completion of what they want to accomplish; aggressive when challenged.
• Proactively connects quickly to others; open and sharing. Builds and leverages relationships to get work done.

• Ana has been working for 11 years in different companies in BPO, Healthcare, and Medical industries.  She handled different positions such as Medical Virtual Assistant, Customer Service Representative, Medical Specialist, Collection Customer Advocate, Corporate Account Specialist, and Technical Support. She studies Nursing for 4 years. She started working as a Customer Service Representative back in 2010, but pursued her freelancing last year. She also catered to a client in the US. She supported the following tasks:
  • Patients Scheduling
  • Handle information of patience in the database
  • Data entry
  • Customer Service
  • Process credit cards and bank accounts
  • Technical Support
• She is passionate about coaching and mentoring new employees.
• She is proficient in different systems such as Slack, CPS, Zendesk, and Microsoft tools.
• Ana is available to start immediately and she is amenable to working the day shift for any part-time or fulltime position.

• Proactivity, assertiveness, and sense of urgency in driving to reach personal goals. Openly challenges the world. Independent in putting forth their own ideas, which are often innovative and, if implemented, cause change
• Resourcefully works through or around anything blocking completion of what they want to accomplish; aggressive when challenged.
• Proactively connects quickly to others; open and sharing. Builds and leverages relationships to get work done.