Open to opportunities

Gerlita Pizarro

@gerlitapizarro

Message

Dynamic virtual assistant with expertise in client management and sales.

Philippines

Message

What I'm looking for

I am seeking a role that allows me to leverage my skills in client management and sales while fostering a collaborative and growth-oriented work environment.

I am an experienced virtual assistant currently working with Atlas Outsourcing, where I prepare client reports, manage appointments, and conduct thorough research on financial products. My role requires a keen eye for detail and the ability to manage multiple tasks efficiently, ensuring that all deadlines are met while maintaining high service standards.

Previously, I have held various positions in customer service and sales, including as a Technical Sales Expert at Asurion and a Team Leader at VXI Global Holdings. My leadership skills were recognized when I achieved top performance in sales during my tenure. I am passionate about helping clients and driving sales through effective communication and problem-solving.

Experience

Work history, roles, and key accomplishments

Current

Virtual Administration/Assistant

Current

Atlas Outsourcing

Aug 2023 - Present (1 year 9 months)

Responsible for preparing client reports, arranging appointments, and gathering client information. Conducted research on financial products and prepared strategy papers and presentations. Ensured compliance with industry regulations and managed multiple tasks efficiently.

Appointment Management Financial Analysis Research Compliance Time Management Team Collaboration Document Management

Appointment Setter/Cold Caller

Referrizer

Aug 2023 - Sep 2023 (1 month)

Conducted outbound calls for B2B campaigns, inviting businesses to webinars and following up to increase sales conversions. Focused on enhancing client engagement and sales performance.

Cold Calling B2B Sales Client Engagement Webinar Promotion Communication Lead Generation

Technical Sales Expert

Asurion

May 2022 - Jun 2023 (1 year 1 month)

Handled technical issues for customers while pitching sales for home tech insurance. Focused on resolving customer concerns and driving sales through effective communication.

Technical Support Sales Pitching Communication Problem Solving Sales Strategy

Team Leader / Subject Matter Expert

VXI Global Holdings

Nov 2021 - May 2023 (1 year 6 months)

Managed teams and facilitated training sessions. Achieved top performance in sales and recognized as a top Subject Matter Expert for effectively handling escalated calls and training new hires.

Team Management Training Sales Performance Leadership Communication Customer Service

Customer Service Associate

Convergys

May 2016 - Aug 2017 (1 year 3 months)

Provided technical support and resolved customer issues, often leading to technical dispatch. Promoted to Customer Service Level II within probation for exceptional performance.

Technical Support Problem Solving Communication Technical Troubleshooting Customer Service Billing

Customer Service Representative

Sutherland Global Services

Aug 2013 - May 2016 (2 years 9 months)

Addressed customer inquiries via email and chat, providing satisfactory resolutions for issues such as damaged or undelivered products.

Customer Support Email Communication Chat Support Customer Satisfaction Communication Skills

Sales Agent

Green Horizon Fortune Trading

Jan 2013 - Jul 2013 (6 months)

Sold tactical gear to high-end customers, focusing on building relationships and understanding customer needs in the niche market.

Sales Customer Relationship Management Tactical Gear Sales Communication

Education

Degrees, certifications, and relevant coursework

STI College Caloocan

Bachelor of Science, Business Administration

2008 - 2012

Pursued a Bachelor of Science in Business Administration with a major in Operations Management, focusing on the principles of business operations, management strategies, and effective organizational practices.