Open to opportunities

Samuel Patrick Gonzalez

@spfgonzalez

Client Success Specialist and virtual assistant specializing in appointment setting, CRM management, and customer support.

Philippines

Message

What I'm looking for

I’m looking for a process-driven role where I own appointment setting, CRM workflows, and responsive customer support for U.S. teams—improving booking consistency, reducing response times, and keeping clients genuinely engaged.

I’m a Client Success Specialist and virtual assistant with 15+ years supporting U.S.-based founders and teams in appointment setting, CRM management, and customer support. I qualify leads, coordinate complex cross-timezone schedules, build follow-up and reminder sequences, and manage social media to boost engagement and bookings.

I’m process-driven and customer-focused—I streamline operations to reduce response times, improve booking consistency, and enhance client satisfaction. In my virtual assistant roles, I’ve owned appointment setting end-to-end, developed social content calendars, and handled calendar management, inbox triage, and CRM updates to create smoother handoffs and higher booking rates.

Experience

Work history, roles, and key accomplishments

Virtual Assistant

Daly Dose of Health, Inc.

Jul 2025 - May 2026 (10 months)

Served as the founder’s primary appointment setter by qualifying inbound leads, coordinating cross-timezone schedules, and improving follow-up workflows. Produced and scheduled social media content, and streamlined administrative operations such as calendar management, inbox triage, and CRM updates to reduce response time and improve client satisfaction.

Appointment Setting CRM Management Lead Qualification Social Media Management Calendar Management

Virtual Assistant

Bach Performance LLC

Aug 2021 - May 2026 (4 years 9 months)

Provided long-term virtual assistance for day-to-day marketing and client outreach while maintaining administrative operations. Qualified inbound leads, coordinated complex schedules, managed follow-ups, and supported social media execution and ongoing CRM and process documentation.

Appointment Setting Lead Qualification Administrative Follow Ups Community Engagement Calendar Management Process documentation

Senior Customer Service Specialist

Synchrony Financial Philippines

Mar 2016 - Apr 2018 (2 years 1 month)

Handled customer support for U.S. credit card accounts, including billing inquiries, fraud investigations, disputes/chargebacks, fee reviews, and rewards/points management. Investigated complex cases, advised customers on disputes and fee waiver requests, and documented outcomes to improve accuracy and reduce repeat escalations.

Customer Support Billing Fraud Investigation Chargebacks & Compliance Case Documentation Escalation Management

Senior Analyst

ADP Philippines

Apr 2015 - Sep 2016 (1 year 5 months)

Processed payroll and supported tax compliance for small-business clients, ensuring accurate payroll runs and timely filings. Managed high-volume phone inquiries, performed reconciliations and reporting, and documented procedures to improve operational reliability.

Payroll Processing Tax Compliance Tax Filings Phone Support Reconciliations Reporting Back Office Administration Process Improvement

Customer Service Specialist

GE Money Services Philippines, Inc

Apr 2011 - Mar 2015 (3 years 11 months)

Provided comprehensive support for U.S. GE Money credit card customers, addressing account management, billing inquiries, fraud, disputes, fee waivers, and rewards management. Resolved issues within service-level agreements, investigated fraudulent activity, maintained accurate documentation, and collaborated with internal teams to reduce repeat problems.

Customer Support Account Management Billing Fraud Management