Executive Virtual Assistant

Overview

Looking for full-time work (8 hours/day)

at $10.00/hour ($1,760.00/month)

Bachelors degree

Last Active

December 16th, 2024 (5 days ago)

Member Since

February 22nd, 2017

Profile Description

Upgrade to see actual info Upgrade to see actual info Ramos-Upgrade to see actual info
191 Callejon Street Central West Bauang La Union 2501
Upgrade to see actual infoUpgrade to see actual infoWork Experience
Verispine Joint Center
(USA Georgia) February 15,2022- November 15,2024
Medical Virtual Assistant
• Medical Verifier (Commercial Insurance)
• HIPAA-Certified
• Assists in coordinating patient care with clinical staff by reviewing the patient schedule to ensure
appropriate support is available at the appointed times.
• Manage contact center operations – inbound and outbound calls, email and chat.
• Appointment Scheduling – manage appointments, rescheduling and cancellations.
• EMR Management – Ensure EMR is always up to date.
• Prior Authorization – manage the entire prior authorization process.
• Order prescriptions.
• Complete patient charts.
• Insurance follow ups.
National Site Security (Australia) Sept 15,2020-January 19,2022
Executive Assistant /Client Success Manager
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Event planning
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Marketing
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Travel Booking
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Social Media
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Calendar Management
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Business Travel Arrangement
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Email ( in behalf of my client)
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Answer Inbound and Outbound calls for my Client
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Coordinating Meeting
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Taking Meeting Notes
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Payroll
•
Creating Meeting Links
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Project Management
Client Success Manager
Client Success Manager
A Client Success Manager (CSM) is a vital role in modern businesses, particularly those operating in the Software
as a Service (SaaS) industry. Their primary responsibility is to ensure customer satisfaction and retention, ultimately
driving business growth and profitability. This involves building strong relationships with clients, understanding
their needs, and guiding them towards achieving their desired outcomes through the use of the company's products
or services.
Key Responsibilities of a Client Success Manager
The responsibilities of a CSM can vary depending on the specific company and industry, but generally encompass
the following:
1. Onboarding and Initial Value Realization:
• Guide new clients through the onboarding process: This involves introducing them to the product or service,
explaining its features and functionalities, and ensuring they understand its value proposition.
• Help clients achieve initial success: This may involve providing training, setting up the product, and offering
ongoing support to ensure they are effectively using the product and realizing its benefits.
• Establish clear goals and KPIs:
Working closely with clients to define their objectives and key performance
indicators (KPIs) helps track progress and measure success.
2. Customer Relationship Management and Retention:
• Build strong relationships with clients:
CSM's act as trusted advisors, proactively communicating with clients to
understand their needs, address their concerns, and provide ongoing support.
• Identify and resolve customer issues:
CSM's are the first point of contact for resolving any problems or challenges
clients may face. They work with internal teams to ensure timely and effective solutions.
• Proactively manage customer health:
Regularly monitoring client engagement, usage patterns, and satisfaction
levels helps identify potential risks and proactively address any issues before they escalate.
3. Account Growth and Expansion:
• Identify opportunities for upselling and cross-selling: CSM's are well-positioned to understand clients' evolving
needs and recommend additional products or services that can enhance their value.
• Drive renewals and expansions:
CSM's play a crucial role in ensuring client retention by demonstrating the
ongoing value of the product or service and securing renewals. They also identify opportunities for account
expansion by encouraging clients to adopt new features or increase their usage.
• Advocate for customer needs:
CSM's act as the voice of the customer, providing valuable feedback to product and
engineering teams to improve the product and ensure it meets evolving customer demands.
4. Data Analysis and Reporting:
• Track key metrics and performance indicators:
CSM's utilize data to monitor client health, measure success, and
identify areas for improvement. This includes tracking metrics like customer lifetime value (CLTV), churn rate, and
customer satisfaction scores.
• Generate reports and insights:
CSM's use data to create reports and presentations that provide valuable insights
into customer behavior, product usage, and overall account health. This information is used to inform business
decisions, optimize strategies, and improve customer experience.
Skills and Qualifications for a Client Success Manager
To excel in this role, CSM's need a combination of hard and soft skills:
Hard Skills:
• Product knowledge: A deep understanding of the company's products or services is essential for providing
effective support and guidance to clients.
• Technical proficiency:
Familiarity with relevant software tools, CRM systems, and data analysis platforms is
crucial for managing client accounts, tracking metrics, and generating reports.
• Communication skills:
Effective written and verbal communication skills are essential for building strong
relationships with clients, addressing their concerns, and delivering clear and concise information.
Soft Skills:
• Empathy and understanding:
The ability to understand and relate to clients' needs and challenges is crucial for
building trust and providing effective support.
• Problem-solving skills: CSM's need to be able to identify and resolve client issues effectively and efficiently.
• Relationship-building skills:
CSM's are relationship managers who build strong, lasting connections with clients.
This involves active listening, understanding their needs, and providing personalized support.
•
For Close July 13,2020-September 7,2020
Real Estate Investors (Hybrid)
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Admin (Text and email)
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Outbound Cold calling
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Lead Manager
Agent’s Republic
Premier Health Group February 15,2019- March 17,2020
• Handles Insurance Like Blue Cross Blue Shield,Cigna,Aetna,United Health,
• Medical Verification (Commercial)
• Customer service for Inbound Calls
• Outbound Sales Agent
• Transfer call to Addiction Counselor after filling up form for the patient
Agent’s Republic
Crestcom International
Nicole Pinto January 2,2018- Feb 7 ,2019
Executive Virtual Assistant
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Lead Generation Specialist
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Transaction Coordinator
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Event planning
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Marketing
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Travel Booking
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Social Media
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Calendar Management
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Business Travel Arrangement
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Email ( in behalf of my client)
• Inbound and Outbound Sales Agent End to End (Suppliers in behalf of the CEO)
• Responsible for speaking to CEO,VP,COO and other upper management to franchise leadership
development programs
• Maintain Franchisee Linkedin and Craiglist
Agent’s Republic
Deborah August 6,2017-October 23,2017
Executive Virtual Assistant
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Event planning
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Marketing
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Travel Booking
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Social Media
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Calendar Management
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Business Travel Arrangement
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Email ( in behalf of my client)
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Answer Inbound and Outbound calls for my Client
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Coordinating Meeting
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Taking Meeting Notes
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Payroll
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Creating Meeting Links
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Project Management
• Lead Generation Specialist
Agent’s Republic
Fitness Guru Gayan ( Australia) June 22,2017- August 3,2017
Lead Specialist
• Helps businesses bring in new leads and increase the number of people at the top of their sales funnel.
The marketers and salespeople on the team can then develop strategies to nurture those leads and bring
them through the sales funnel, hopefully converting them into customers.
Remote Work Mate
Michael Baragwanath August 1,2016-February 27,2017
Executive Virtual Assistant
• Responsible for prospecting, qualifying and generating new sales leads to
Directors.
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Answer Calls that inquire about our clients potential buyer or sellers.
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Event planning
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Marketing
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Travel Booking
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Social Media
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Calendar Management
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Business Travel Arrangement
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Email ( in behalf of my client)
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Answer Inbound and Outbound calls for my Client
support the Regional Sales
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Coordinating Meeting
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Taking Meeting Notes
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Payroll
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Creating Meeting Links
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Project Management
TSI Telstra (Australia) March 27,2015-April 5,2016
Sales /Customer Service
• Resolve customer complaints via phone, email, mail, or social media.
• Use telephones to reach out to customers and verify account information.
• Greet customers warmly and ascertain problem or reason for calling.
• Cancel or upgrade accounts.
• Assist with placement of orders, refunds, or exchanges.
• Assist renewal of contracts and additional products that the customer wants
• Coach Agents how to close sales
My Out Desk
Veenstra Team /
Kalamazoo Keller Williams January 20,2014 –March 25,2015
Executive Virtual Assistant
• Calling Potential
Buyers/Sellers
• Transaction Coordinator
• Arrange Appointment for our Lender Partner and also REALTOR
• Trained for CINC and I was trained how to approach clients in a different ways by Cindi Veenstra
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Event planning
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Marketing
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Travel Booking
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Social Media
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Calendar Management
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Business Travel Arrangement
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Email ( in behalf of my client)
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Answer Inbound and Outbound calls for my Client
•
Coordinating Meeting
•
Taking Meeting Notes
Chef’s Den Culinary Institute
September 11,2011- April 10,2017
Chef Instructor
• Chef Culinary Instructor (Part Time)
• To Enhance my students Talent on Cooking
• To able to Educate the proper way on Using Knife(Knife Skills)
• To be able to teach them Different Cuisines
West Contact Service
March 30,2012 -April 3,2013
Technical Support L1
• To able to help them through there Connection from Phone,Internet,TV,Mobile Phone(AT&T)
• CSAT for 3 consecutive Months
• Top Agent for the month for 2 months
Global Call Center(formerly Beyond Marketing)
Trainer/Team Leader / Client Success Manager (homebase) January 2008-March 15,2012
• To Monitor 25-50 agents and also make sure that each of them takes in call
Also Train them for 3 weeks to be ready to Set Appointments and also Supervise them while there in there nesting
Period
• Outbound sales agent
Talk915 (Homebased)
January 2004- March 2014
ESL Teacher
• Guide Chinese Students
• Review Students for TOEIC,IELTS and TOEFL
• Handles From Beginner to Intermediate
Convergys
Directv January 2006- December 2007
Customer
Service
• Resolve customer complaints via phone, email, mail, or social media.
• Use telephones to reach out to customers and verify account information.
• Greet customers warmly and ascertain problem or reason for calling.
• Cancel or upgrade accounts.
Educational BackgroundUpgrade to see actual infoTrinity College of Quezon City (BS Biology)
St.Therese of the Child Jesus (Culinary Arts)