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Cashmer brings with him over a decade of progressive leadership experience spanning Business Development, Sales, and General Management across the UAE and the Philippines. Throughout his career, he has developed strong expertise in lead generation, cold calling, client networking, and pipeline management. His day-to-day responsibilities often began with reviewing sales pipelines, following up with existing customers, and monitoring ongoing projects to ensure smooth progress toward closure. Beyond frontline sales activities, he has also taken a strategic role in leading cross-functional teams composed of engineers and IT professionals, ensuring that client requirements were fully met through technical solutions such as BOQs and system adjustments.

He has extensive hands-on experience in closing high-value sales and managing transactions across B2B, B2C, and B2E markets, while also cultivating long-term relationships with key vendors and clients. Over the years, he has held senior leadership positions that highlight his career growth, including serving as General Manager at Alpha CB International from 2019 to 2022, Senior Business Development Executive at Thakral IT Services from 2017 to 2019, and Senior Sales Executive at Dynamic World Computers from 2014 to 2017. These roles allowed him to demonstrate both operational oversight and strategic business development capabilities, including revenue growth, client retention, and market expansion.

Cashmer’s strong educational foundation includes a degree in Computer Systems Design and Programming from AMA-CLC (2001–2003), further supported by his secondary education at St. Scholastica’s Academy. To complement his professional experience, he has earned certifications in Google Digital Marketing and HP Networking, both of which have enhanced his ability to merge technical knowledge with modern business development and digital sales practices. This blend of technical expertise, leadership experience, and formal training underscores his readiness to contribute to growth-oriented business development roles.

1. Career Highlights / Relevant Projects

• Successfully managed enterprise clients (10+ accounts), eventually delegating small accounts to a sales team he supervised.
• Consistently drove new business development, market expansion, and customer engagement strategies while maintaining existing accounts.
• Directed full company operations (sales, finance, strategic growth) as General Manager, overseeing long-term partnerships and revenue generation.
• Dealt with international clients, including Canadian and Australian accounts, and collaborated with distributors and vendors to deliver complete IT solutions.
• Actively engaged in sales forecasting, quota management, and project oversight, ensuring timely delivery and client satisfaction.

2. Skill Proficiency + Tech / Software Proficiency

• Strong sales and communication skills with expertise in B2B, B2C, and B2E sales management.
• Proficient in Salesforce CRM for lead and account management, Tally for accounting-related tasks, and Excel for reporting and sales tracking (daily pipeline updates, forecasts).
• Familiar with Monday.com project management platform and other digital productivity tools (calendar management, online collaboration).
• Demonstrates adaptability across analog and digital sales approaches, balancing traditional networking with modern digital lead generation.
• Recognized for creative design and digital marketing skills, with experience in content creation and collaborations with international brands

She can start immediately.

Predictive Index Behavioral Profile: Specialist

Strongest behavior:

• 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:

• Cashmer 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 Cashmer, who takes responsibilities very seriously.
• With experience and/or training, Cashmer 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 Cashmer 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.

• Cashmer is a highly experienced outbound sales professional with over a decade of hands-on B2B and B2C selling experience across the tech, digital marketing, and IT service sectors—making her a strong fit for full-cycle sales responsibilities.
• She has a proven track record managing cold outreach campaigns using LinkedIn, email marketing tools, SMS, and phone calls.
• Cashmer has worked in quota-driven environments and is confident prospecting and converting leads into long-term customers.
• She has a consultative approach to selling—prioritizing the customer's needs and providing value first over aggressive tactics, which aligns perfectly with mission-driven marketing/sales.
• In her prior roles as General Manager and Senior Business Development Executive, she was responsible not just for sales but for creating and refining sales systems, collaborating with leadership, and contributing strategically to business growth.
• She’s also familiar with pipeline ownership using CRMs like Salesforce and Tally, managing lead urgency, follow-up schedules, and performance metrics.
• Cashmer expressed strong interest in working with a purpose-driven company.
• She is confident, technically capable, and proactive—ready to start immediately, open to the AU shift, and amenable to part-time with the possibility of transitioning to full-time.

Strongest Behaviors:

• Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new relationships.
• Detail-oriented and precise; follow-through is deep and literal to ensure tasks are completed to standard.
• Cautious and by-the-book; follows established plans to avoid errors and bases decisions on researched evidence.
• Focused on operational excellence and efficiency; motivated by delivering accurate, timely work.

Behavioral Summary:

Cashmer is a highly conscientious and disciplined individual who approaches her work with thoroughness, care, and precision. She is exacting in her execution and relies on established systems, structured workflows, and clear expectations to perform at her best. Her reserved but sincere communication style makes her reliable and trustworthy in delivering high-quality, consistent output. She thrives in environments where accuracy, planning, and integrity are paramount—and her mindset is well suited to a structured, fast-paced remote sales operation.

Manuel is a motivated, versatile professional with a well-rounded background in BPO customer service and freelancing, focused on outbound sales and lead generation. With nearly a decade of experience, he has transitioned smoothly between structured corporate environments and fast-paced freelance engagements.

Manuel brings 7+ years of relevant work experience in customer service, outbound sales, and lead generation across both BPO and e-commerce industries.

• Worked in Philippine-based BPO firms from 2016 to 2022, handling both inbound and outbound calls for telco and utility clients, including debt collection and billing concerns for a U.S.-based cable and internet provider.
• Handled global customer base (U.S., Canada, UK, Australia, New Zealand) as a CSR and sales support for an online store selling therapeutic electronic devices.
• Engaged in lead qualification and outreach for a US-based business acquisition team, researching small businesses and verifying ownership information via cold calls and follow-up emails.
• Outbound Sales Experience: As a remote CSR for an e-commerce business, Manny routinely upsold complementary health devices by proactively calling existing customers and gauging satisfaction.
• Lead Generation: Most recently worked as an outreach specialist for a business-buying group.
• He conducted cold outreach to business owners and gatekeepers, verifying data and coordinating lead handoffs for proposal meetings.

• Monday.com, Zoom, and Surfshark VPN
• Familiar with domain management via GoDaddy

PI Behavioral Profile: Venturer

Strongest Behaviors:

• Independent, analytical thinker who prefers to act based on their own decisions with minimal need for validation.
• Assertive and goal-oriented; cuts through obstacles quickly to reach outcomes.
• Direct communicator with high urgency, often pushing self and others to deliver rapid results.

Behavioral Summary:
Manuel is a self-starting, ambitious professional who thrives on challenge and responsibility. He is energized by new ventures, open to taking risks, and motivated by goal achievement. His preference for autonomy and fast-paced decision-making makes him ideal for entrepreneurial environments or early-stage business teams. His candid and authoritative communication style, paired with his adaptive mindset, supports effectiveness in roles where proactivity and execution are key.

Yolanda is a proactive and people-focused Lead Generation and Strategic Outreach Assistant with relevant experience in client engagement, database management, and email/DM outreach. She has supported industries such as real estate and offshoring services, and is now excited to contribute to the wellness and personal development space. Her thoughtful approach to lead qualification and follow-ups, combined with her adaptability and strong communication style, make her a promising fit for outreach roles requiring both empathy and strategy.

• Conducted lead generation and strategic outreach for real estate investors, wholesale buyers, and offshoring clients—creating personalized emails and DMs to secure collaborations and virtual assistant partnerships.

• Successfully managed lead lists using tagging and prioritization strategies, ensuring timely follow-ups and organized outreach pipelines.

• Delivered customer-centric communication by adjusting message tone and structure based on the recipient’s needs and industry, using tools such as AI-assisted drafting to maintain professionalism and warmth.

• Engaged with Australian and U.S.-based clients in previous roles, showcasing cultural familiarity and strong written and verbal communication.

• Demonstrated interest in wellness and human-centric businesses, expressing both a personal and professional alignment with the client’s values and audience.

Skill Proficiency: Lead research, outreach messaging, follow-up cadence, lead list management, client communication, meeting brief preparation, inbox coordination, and calendar scheduling.

Tech / Software Proficiency: Calendly (basic use), Gmail, Google Workspace, Facebook outreach, LinkedIn (basic familiarity, open to training), AI writing tools (e.g., ChatGPT), and basic CRM functions.

She is available to start immediately. 

Predictive Index Behavioral Profile: Guardian

Strongest Behaviors: 

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

• Administrative Support
• Team Leadership
• Training and Development
• Customer Service
• Sales and Lead Generation

• Telecommunications
• Insurance
• Legal Services

• Team Leader (Comcast)
  • Led, motivated, and coached a team of appointment setters for financial advisers.
  • Delegated tasks effectively, prioritized workload, and set clear performance expectations.
  • Monitored team performance, providing constructive feedback, coaching, and development opportunities.
  • Audited calls to ensure adherence to client standards and managed the hiring process, training, and onboarding of agents.
• Supervisor (Comcast)
  • Led and coached a team of employees, fostering a positive and productive work environment.
  • Monitored team performance, provided feedback, and conducted performance reviews.
  • Addressed employee concerns, resolved conflicts, and ensured adherence to company policies and safety regulations.
  • Identified opportunities for process improvement and implemented changes to enhance efficiency and productivity.
• Product Specific Trainer (Comcast)
  • Developed and maintained comprehensive training programs for technical account features and best practices.
  • Delivered impactful training sessions through various instructional methods.
  • Tailored training content to diverse learning styles and evaluated trainee comprehension through assessments.
  • Collaborated with subject matter experts to ensure training program effectiveness.
• Insurance Quotation Specialist (Remote) (Home and Auto Insurance)
  • Conducted thorough needs assessments to recommend appropriate home and auto insurance policies.
  • Prepared accurate and competitive quotes and processed applications for new and existing policies.
  • Answered client questions regarding coverage, billing, and claims, providing ongoing customer service and support.
• Technical Service Representative (Hybrid) (Comcast)
  • Diagnosed and resolved a wide range of technical issues through phone, chat, or email support.
  • Provided clear instructions to guide customers through troubleshooting steps and maintained strong customer relationships.
  • Documented interactions and tracked service resolutions to ensure optimal customer experience.
• Lead Generation Specialist (Remote) (Schedule an appointment for attorneys)
  • Performed outbound calls on leads to check for a variety of cases and scheduled appointments for attorneys.
  • Ensured data in CRM systems were correct.

Skills:

• Social Media Management (Intermediate)
• Salesforce CRM (Advanced)
• CRM (Advanced)
• Microsoft Office (Advanced)
• Google Apps (Advanced)

Mira is a highly skilled administrative professional with robust expertise in managing teams, developing training programs, and providing excellent customer service. Her strong skills in CRM management, team leadership, and process improvement make her a valuable asset for any organization. Minerva has a proven track record of enhancing team performance and ensuring high standards of service, demonstrating exceptional ability in various roles.

Profile: Scholar

Mira's Scholar profile indicates that she excels in analytical thinking and possesses a deep knowledge in her field. As a Scholar, she brings a methodical and detail-oriented approach to her work, ensuring thoroughness and precision. Her ability to analyze complex situations and develop effective solutions makes her a strong candidate for roles that require critical thinking and expertise. Minerva's Scholar profile complements her extensive experience, positioning her as a valuable asset in any organization.

Jari brings over a decade of well-rounded experience in customer-facing roles within the business process outsourcing (BPO), telecommunications, and tech support industries. His most recent experience includes a freelance SDR role in the consulting industry, where he handled lead generation, prospecting, and appointment setting. Prior to that, he held a long-term position as a Sales Account Executive in the telecommunications sector, where he was responsible for end-to-end sales cycle management, client consultation, and strategic sales execution. Notably, he led a high-impact project focused on accelerating sales conversions through a one-call close approach.

He has the ability to handle different communication channels to ensure generating quality leads and prospects and he's skilled in Sales and Support to achieve the best interest of Company and Client.

He was a B2B Sales Account Executive in RingCentral for 5 years where he's responsible for:

• selling and managing a complete range of RingCentral products and services

• implementing of sales strategy though comprehensive understanding of the sales process and development of consultative selling skills

• lead identification, qualification and sales pipeline management

• management of sales life cycle from lead generation to close

Predictive Index Behavioral Profile - Individualist

Strongest Behaviors: 

• 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.

• 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.

Behavioral Summary:

Jari 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.

• He has thirteen years of progressive experience in Sales, B2B Account Management, and Customer Support.
• He has the ability to handle different communication channels to ensure generating quality leads and prospects and he's skilled in Sales and Support to achieve the best interest of Company and Client.
• He was a Sales Account Executive in RingCentral for 5 years where he's responsible for:
  • selling and managing a complete range of RingCentral products and services
  • implementing of sales strategy though comprehensive understanding of the sales process and development of consultative selling skills
  • lead identification, qualification and sales pipeline management
  • management of sales life cycle from lead generation to close

• May is a seasoned customer service and sales professional with 10 years of collective experience. She acquired a degree in Business Administration majoring in Marketing Management. She started her career in a local construction company as a Sales Assistant. After 11 months, she transferred to Singapore with her husband where she joined retail, spa, training and research, and contact center as a Customer Service Executive and Business Development Executive. She moved back to the Philippines to look after her growing daughter and she is keen to land remote work.
• Her decade-long experience made her an expert in
  • Telemarketing
  • Data mining
  • Cold-calling
  • Email marketing
  • Appointment scheduling
  • New employee training
  • Customer service via phone calls, emails, and chats
  • Conflict resolution
  • Supporting marketing activities such as website updates, newsletters, and event organization
• She adeptly used Mailchimp, Canva, Meta Business, client-specific CRM, Salesforce, Pipedrive, Sprinkler, Omni, and Microsoft Office Apps (SharePoint, Excel, Word, PowerPoint, Outlook, Teams).
• She can start anytime.
• She is amenable to a graveyard shift, whether part-time or full-time.

• Patient, stable, and consistent; does things generally systematically and is not inclined to change these systems. Dependable, relatively consistent and works best in familiar environments, with familiar people.
• Tolerant, easy-going, and uncritical in getting along with others. A focused listener.
• Works steadily at an even pace; most productive with fewer interruptions.

May 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.

• Jason worked for almost 15 years as a Senior Telemarketer, Customer Service Representative, Team Lead,  and Lead Supervisor. He has Bachelor's degree in Political Science.
• He supported the following tasks:
  • TeleSales
  • Telemarketing
  • Customer Service 
  • Coaching Plans
  • Audit
  • Handling Escalations
• Proficient with Microsoft Office, Ring Central . 
• He can start immediately for any full-time position. 

• 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.

A pleasant and extraverted person, Jason 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. Jason gets along easily with a wide variety of people.

Their drive is directed at working with and for others. They derive particular satisfaction from doing things for others, the company, management, the team, and for the company’s customers. Cooperative and willing, this individual can be a particularly effective teacher and communicator of the company’s policies, programs, and systems.

• Abi has been working for almost 5 yeras in the Property Management/Real-Estate, Automotive and Business Process Outsourcing handling accounts for telecommunications and financial services where she handled and performed roles such as Property Specialist, Car Sales Marketing and Customer Service Representative. 
• She was exposed to the following tasks:
  • Phone Support - Inbound and Outbound Calls
  • Customer Service
  • Technical Support
  • Email Support
  • Sales
  • Administrative tasks
• She has also done booking calls and appointment for sales tema 
• She also do researching for contact details and target market for prospect leads 
• She is proficient in using tools such as MS word, Infor CRM excel, avaya, monarch, google sheet, any microsoft tools, skype, zoom, outlook, zendesk, atlast, fineesse and samson.
• She can start ASAP, amenable to working any shifts and open to any ful-time or part-time roles.

• 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.

• 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.

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. ABIGAIL 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.

Will focus on the details of the work and will handle them with somewhat better than average accuracy. In work involving repeated contact with people, ABIGAIL will be pleasant, agreeable, and supportive. Derives satisfaction from helping others and likes to feel part of a secure team.

• Ronnie has been working for almost 3 years in different companies in the Education and Retail industries. He handled different positions such as Lead Generation and Telemarketer. He handled 200-300 calls per day. He worked with clients from the US and supported the following tasks:
  • Telemarketing
  • Cold calling
  • Targeting potential customer
  • Lead generation
  • Sales
  • Outbound sales
• He is proficient in tools such as Salesforce, Zoho, Microsoft Teams, and Micorsoft tools.
• Ronnie is available to start immediately and she is amenable to working the day shift for any part-time or fulltime position.

• 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.

Their drive is directed at working with and for others. They derive particular satisfaction from doing things for others, the company, management, the team, and for the company’s customers. Cooperative and willing, this individual can be a particularly effective teacher and communicator of the company’s policies, programs, and systems.

• Jennie has been working for 5 years in different companies from BPO, Real Estate and Retail industries. She handled different positions such  Customer Service Representative, Sales Representative, Appointment Setter, Lead Generation, and Telemarketer. She started working as a Customer Service Representative back in 2007 band started her freelancing in 2020. She's been working with Australian clients and supported the following tasks:
  • Cold calling business
  • Setting up appointments
  • Sales
  • Data mining
  • Record keeping
  • Customer Sevice
• She handle 200-250 calls per day.
• She is proficient in Salesforce, CRM, Google Docs, and Microsoft word.
• Jennie is available to start immediately and she is amenable to working the day shift for any part-time or fulltime position.

• 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.”

Behavioral Summary
Jennie 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 Jennie, who takes responsibilities very seriously.

With experience and/or training, Jennie 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 Jennie 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.

• Client management
• 3D modeling
• Designing
• Prepare billings

• AutoCAD
• Vray
• SketchUp

• 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.

• Relative persistence as goals are pursued; keeps at it even when problems pop up. Steady, slower to change.
• Generally takes each day as it comes, greeting it with few worries and relaxed demeanor, particularly if there’s some predictability involved.

• Kakay, a non-practising nurse and licensed financial advisor, has worked in the pharmaceutical, local government unit, online educational institution, and insurance industries for over 20 years, handling and performing roles such as Financial Advisor, Executive Assistant, ESL Tutor/teacher, Corporate Nurse, HR Personnel, Public Information Officer, Staff Nurse, and Medical Representative. She has a Bachelor of Science in Nursing. She has served local customers.
• She was exposed to the following tasks: 
  • Sales 
  • Phone Support
  • Email Handling
  • Calendar management 
  • ESL Teaching
  • Payroll
  • Customer Service
  • Client Relations
  • Administrative tasks 
• As a Financial advisor, her tasks are:
  • Offer Financial Services to clients for life and health insurances, investments, property and motor security as well as personal accident insurances.
  • Conducts Financial Needs Analysis for interested clients and companies.
  • Handles and maintain clients and companies
    policies while in force.
• She is proficient in using tools such as Salesforce, Google apps and MS tools.
• She can start ASAP and open to any full-time or part-time roles.

Predictive Index Profile - Guardian

Strongest Behaviors

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

• 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.

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. Charity will depend upon professional training, their own experience, or management leadership, to provide those standards and the structure needed for their work.

Given sufficient experience, they will produce work of high quality, giving close attention to the accuracy of details. Stable and dependable; consistent in their actions and, if necessary, has sufficient patience to do work of a repetitive nature. Believes in having, and following, well-defined processes and procedures.

• Aubrey finished a degree in Marketing Management. She has worked for almost two years in the BPO industry as a Cold Caller and as a Customer Service Representative/Sales Representative.
• She handled various accounts such as health insurance, car insurance, real estate, and telecommunications.
• She has provided customer service and technical support through inbound and outbound calling.
• Overall, she was exposed to the following tasks:
  • telemarketing
  • cold calling
  • customer handling
  • lead generation
  • upselling
  • data entry
• She is proficient with the following software/tools:
  • Microsoft Office/365 - Outlook, Teams
  • Google Docs, Spreadsheets
  • Salesforce
  • Trello
  • Asana
  • Aircall
• She is available to start immediately and is amenable to work at any time zone.

• Attention to detail; follows through on tasks to ensure completion in general accordance with quality standards.
• Drive to protect the company against risk by doing things in general accordance with established standards.
• Operationally, as opposed to socially, focused. Thinks about what needs to be done, and how to do it well, and generally follows that execution plan.

Aubrey Kaye 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.

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

• Tracy has been working for 7 years. She is a Registered Nutritionist-Dietitian. She started her career in fast food as an Operations Manager and Corporate Dietitian in consulting services. In 2018, she realized her passion in Sales and marketing. She shifted to a shared services and landed roles such as Sales Operations Associate and Account Manager, CRM Operations Team Leader for a healthcare business through an outsourcing company, and presently, as a Virtual Assistant in an RPO. To further equip herself, she took up a Master in Business Administration - Strategic Marketing Management which she completed last 2022.
• Throughout the years, Tracy became proficient with the following:
  • Lead conversion and generation through FB, IG, and LinkedIn
  • Telemarketing
  • Account management
  • Sales retention
  • Client relations
  • Email marketing
  • CRM Marketing Funnel
  • SOP creation and improvement
  • Marketing strategy implementation
  • Sales generation
  • Cold Calling
  • Administrative tasks
• In a day she has target of 240 leads to contact and she was able to convert 30 percent to set an appendment and 10 percent business deals 
• One of her significant achievement was that she was able to secure a multiple long partnership with one of their big clients 
• She is also a Certified Agile Associate, Certified Automation Professional, and Certified Process Analyst by Lexis Nexis.
• She used a variety of applications and software like Salesforce, Asana, Trello, Amazon Connect, Later.com, Canva, Microsoft Office Apps, Google Suite, Sales Navigator, WordPress, MailChimp, SAP, Shopify, WorkCast, Reckon One, ZigPoll, Monday.com, and Social Media Platforms: YT, FB, IG, LinkedIn.
• She can start as soon as possible
• She is amenable to working the day shift, preferably for a full-time role.

• 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.

• Aiza has been working for more than 10 years now in the Financial Service and Online Educational Institution handling roles such as Sales Consultant, Purchaser & Admin, Online English Instructor and Part-time Financial Advisor. She then started being a independent contractor in 2022 as Social Media Manager for Real-estate and Pastry business. She was able to handle clients from Israel.
• She was exposed to the following tasks:
  • Social Media Management (FB, IG, Tiktok, Twitter and Youtube)
  • Content Strategizing
  • Analytics and Reporting
  • Graphic Designing
  • Sales
  • Online Teaching
  • Administrative tasks
• As as Social Media Manager she was tasked to: 
  • Effectively handle the social media presence and administrative tasks to promote the company's properties,engage with potential clients, and enhance its online reputation.
  • Maintain an up-to-date database of property listings,including details like property descriptions, images, videos,pricing, and availability status.
  • Organize and manage leads generated through socialmedia channels, website inquiries, and other sources. Followup with potential clients and nurture them throughout the sales process.
  • Communicate with clients, both buyers and sellers, throughvarious channels, such as email and direct messaging, toprovide updates, answer questions, and maintain a positiveclient experience.
  • Conduct market research to stay updated on real estatetrends, property values, and competition in the local market.Provide insights and recommendations to the real estate team based on the research findings.
• She also into article writing, topics were about beauty products.
• She is proficient in using tools such as Capcut, Filmora, Canva, Adobe Photoshop, Google workspace, MS Office, Trello, Monday.com, Notion and Click-up.
• She can start ASAP, amenable to working any shifts and open to any full-time or part-time roles.

• 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.
• 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.

Aiza Concepcion 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.

Understanding the technical aspects of own work well, is capable of exercising ingenuity in problem-solving within the limits of specialized expertise and training. Conservative and eager to avoid risk, is cautious and skeptical about new ideas. Will be comfortable with established, approved systems, technology, organizational relationships, and people.

• Geric has 8 years of comprehensive experience in customer service and sales within industries such as real estate, telecommunications, finance, e-commerce, and technology.
• His recent roles include Inside Sales Agent for a real estate services company, where he successfully generated leads, maintained client databases, and invited prospects to events.
• Additionally, he worked as a Sales Development Representative in the skincare industry, handling both inbound and outbound calls while nurturing client relationships and updating CRM systems.
• Career Highlights
• Awarded "Top Agent" globally at a telecommunications company within his first year, demonstrating exceptional performance in a competitive environment.
• Promoted to Subject Matter Expert at a business process outsourcing firm, reflecting his leadership skills and in-depth product knowledge.
• Received a site-wide Top Performer award at a financial institution, highlighting his ability to consistently exceed sales and customer satisfaction targets.

• Answering customer billing, order, and invoice inquiries
• Troubleshooting devices 
• Account Activation
• Customer retention
• Upselling
• Handling inbound and outbound calls
• Email and chat support
• Book appointments with Doctors
• Advise clients about insurance plans

• Microsoft Office Suite (Word and Excel)
• Cisco
• Atlas

• 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.
• Comfortably fluent and fast talk, in volume. Enthusiastically persuades and motivates others by considering their point of view and adjusting delivery.

Behavioral Summary

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

Her drive is directed at working with and for others. She derives particular satisfaction from doing things for others, the company, management, the team, and for the company’s customers. Cooperative and willing, April can be a particularly effective teacher and communicator of the company’s policies, programs, and systems.

Works at a faster-than-average pace; is attentive to details and both quick and accurate in handling them. 

• Angel has a 5 years professional work experience in the BPO industry handling Insurance, Healthcare, Financial, Sales and Leasing account where she supported the following roles:
  • Telemarketing
  • Lead Generation
  • Appointment Setting
  • Inbound and Outbound phone support
  • Sales and Retention
  • Warm and Cold calling
  • B2B  and B2C Campaign
  • Customer handling
• She have an experience handling clients from Australia, UK, US, New Zealand and South Africa.
• Excellent comms skills.
• She's passionate in sales, was recognized as the top performer of the year and was promoted to a Team leader position.
• She is available to start immediately. Also, open for full-time.

• Strongly venturesome in taking risks and focusing on the future; almost exclusively concerned with where they’re going rather than either how they’ll get there, or where they’ve been. Very adaptable; solves problems as they occur rather than through advance planning.
• Makes decisions and takes action, even when there’s an absence of proof confirming their decision. Comfortable operating outside of traditions, Angel Rose pursues strongly innovative ideas, even in the face of failures or popular opposition.
• 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.

Angel Rose 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.

• Ruby has 10 years of relevant work experience catering to clients in the US. She has 8 years of experience in Sales and 3.5 years of experience doing lead generation with Medical and Real Estate Industries. She has strengthened her capabilities in customer service and sales by supporting the following tasks:
  • lead generation/lead mining
  • lead research 
  • outbound calling
  • appointment setting
  • calendar management
  • B2B and B2C campaign
  • email and chat support
• She can do 100 leads per week and can successfully place 3-5 confirmed appointments
• She has experience with Google Suite, Microsoft Office, LinkedIn Sales Navigator, Sales Intel, RingCentral, Zoom Info, and HubSpot
• She can start immediately.

Strongest Behaviors

• Socially-focused, generally empathizes with people, seeing their point of view or understanding their emotions. Positive communication.
• Friendly and service-oriented; drives for the “greater good” rather than individual goals. Promotes teamwork by sharing authority.

Behavioral Summary

Frederick brings with him over 15 years of comprehensive experience across the customer service, sales, and workforce management industries, with the last 5 years fully dedicated to remote work. His background demonstrates a consistent track record in both inbound and outbound communications, sales development, appointment setting, and client engagement within a variety of industries, including financial services, telecommunications, insurance, and property management.

Notably, Frederick has worked in environments requiring high call volumes, lead generation, and customer issue resolution. His experience with sales tools like Leads Gorilla and platforms like Zendesk further strengthen his technical capabilities in the virtual space. He is accustomed to making up to 50 outbound calls per day, emphasizing both efficiency and endurance in a remote setting.

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.

Frederick 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.

• Frederick has been working for over 14 years in BPO as a Sales/Customer Service Representative.  He had handled insurance, telecommunication, and real estate accounts. He managed US and Canadian clients for 9 years, while Australian clients for 5 years. Frederick has been responsible for selling products and meeting customer needs while obtaining orders from existing or potential sales outlets. 

• His expertise is in the following:

• Appointment Setting

• Inbound and Outbound Sales

• Lead Generation

• B2B campaign

• Account Verification

• Workforce Analysis

• Property Management

• Customer Handling

• Business Analysis

• Customer Support

Nelli brings over 9 years of sales and customer service experience across various industries including telecommunications, finance, publishing, utilities, and education. She is highly skilled in outbound appointment setting, lead generation, Salesforce CRM, and customer service, making her a strong fit for roles that demand communication, persuasion, and pipeline management.

• Strong focus on outbound calling, CRM usage, objection handling, and appointment setting.
• Proactively collaborated with sales teams and exceeded quotas.
• Specialized in lead generation through LinkedIn and Google Chrome.
• Demonstrated experience in qualifying leads and closing via appointment scheduling.
• She is familiar with Salesforce and LinkedIn Sales Navigator.

• Salesforce CRM (Advanced)
• Outbound Appointment Setting (Advanced)
• Inbound/Outbound Sales (Advanced)
• Customer Service (Advanced)
• Project Management (Advanced)
• Lead Generation (Advanced)
• Calendar Management (Advanced)

Predictive Index Behavioral Profile - Venturer

• 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.
• Impatient for results, puts pressure on themself and others for rapid implementation, and is far less productive when doing routine work.

Behavioral Summary

Nelli is a distinctly independent and individualistic person, strong-minded and determined. Venturesome, will “stick their neck out”; and take responsibility for risks when they believe they are right. The challenge of new problems and new ventures is stimulating and will be responded to with action. They have a lot of confidence in themself, their own knowledge, ability and decisions.

• Nelli has previously worked as a Sales Representative, Appointment Setter, Customer Service Representative and Sales Virtual Assistant. She also got a promotion as an Operations Supervisor and Subject Matter Expert. She has worked in various BPO companies where she catered clients in the US, Switzerland, California, UK and Australia. She has handled accounts in the field of telecommunications, publishing, banking, solar, printing and media company. She is confident in supporting the following tasks:
  • B2B campaign
  • Lead generation
  • Appointment setting
  • Project management
  • Telemarketing
  • Inbound Sales
  • Outbound Sales
• She is proficient in systems such as Trello, CRM, LinkedIn, and Sales Navigator, Avaya, Ring Central, Cloud Talk
• Nelli is available to start immediately and she is amenable to working the day or night shift for any part-time or fulltime position.

Predictive Index Behavioral Profile - Promoter

Strongest Behaviors:

• 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.

Nelli 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 her behavior; understands people well and is capable of using that understanding to gain the friendship and cooperation of others. It is important to her to be liked and accepted, and she express herself 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.

• Kirsty has been working for more than 10 years for various BPO companies. She handled different roles wherein she started as a Customer Care Specialist and then became a Technical Support. She had also catered to US, UK, and Australian clients being a Sales Representative. In addition, she has experience working as a Publishing Consultant wherein she managed professional authors through the publication process, and as an HR Specialist focusing on screening candidates and implementing training and development plans. 
• Recently, she worked remotely as an HR Manager for a US-based company where her involvement was in general - recruitment, employee relations, compensation and benefits, and training and development. At the same, she was also engaged with Sales - doing lead generation and appointment setting. 
• Overall, her expertise is in the following:
  • Customer Service
  • Outbound Sales
  • B2B campaign
  • Recruitment
  • Onboarding
  • ESL Teaching
  • Appointment Setting
  • Account Management
• She is adept in using tools/applications such as Salesforce and Microsoft Office - Word, Powerpoint, Excel, SharePoint, and Outlook.
• She is available to start immediately.

• Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat.”
• 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.

Helpful, patient, and stable; works steadily and consistently. Respectful of established processes, standards, and policies, Kirsty will work within those standards to ensure repeated successes and high-quality results. She 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.

• Gwen took up Accountancy in college. She has over 10 years of work experience mostly within BPO industries catering clients from the US, UK, and Australia, where she handled a number of campaigns such as energy, travel, and food.
• Her expertise are in the following:
  • Telemarketing
  • Business Development
  • B2B Lead Generation 
  • Appointment Setting
  • Customer Service
  • Social Media Management
• She's also skilled in doing inbound and outbound calls, cold calling, and upselling.
• On average, she can set 2 valid appointments each day!
• Gwen uses applications and tools like HubSpot, Zoho, LinkedIn Sales Navigator, Calendly, Google Workspace, Zoom Info, Zoom Engage, Apollo.io, Lucia, and social media platforms (Facebook and Instagram).
• One of her biggest accomplishment is that she was able to build sales strategy and do audit for sales call to better streamline their workflow and process 
• She is amenable to start immediately for part-time or full-time roles.

• A relatively private individual, it takes Rowena some extra time to connect to and trust new people. Serious and reserved.
• With an ability to concentrate on the task at hand, is generally more focused on the technical matters than the social ones. Consistent and thoughtful.
• Generally takes each day as it comes, greeting it with few worries and relaxed demeanor, particularly if there’s some predictability involved.

• xperience: Emilynn has 12 years of customer service experience (since 2012), including remote work and handling Australian clients. She has managed billing inquiries, escalations, and challenging customers and previously worked as an executive assistant. Her approach emphasizes first-call resolution, ensuring customer satisfaction while minimizing callbacks.
• Software Proficiency She is proficient in handling calls, emails, and client management and has experience with Google SMS and various CRM tools. However. She does not have experience with Mailchimp but is willing to research and learn.
• Specialization Emilynn specializes in customer engagement, conflict resolution, and account management. She has worked with utility campaigns for Australian clients and understands the importance of negotiating scheduling conflicts, adjusting bookings, and ensuring accurate information delivery to improve customer satisfaction.
• Home Office Setup: She has a strong remote work setup with a desktop PC (Intel i7 processor), dual monitors, and a stable internet connection (Converge, 78-100 Mbps). She is fully equipped for remote work and comfortable using multiple communication and support tools.
• Current Status: She is a mother of three and is currently available for work, having last been employed in May 2024 in a remote position.