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Kate D. from Philippines

Kate D.

Philippines 3-6 years
Open to offersNew to Platform
Languages
English
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About

Kate O., based in Lipa City, Batangas, Philippines, is a proficient Virtual Executive Assistant and Appointment Setter renowned for her adeptness in administrative support and lead generation. With a meticulous approach to calendar and email management, she efficiently organizes business activities to enhance productivity and connect businesses with qualified prospects. Her experience encompasses significant roles across the AI, financial, solar, and telecommunications industries. In her capacity as a Sales Development Representative in the AI industry and a Phone & Chat Support Specialist in a financial account, she honed her skills in managing CRM tools and supporting Go-to-Market strategies. From June 2024 to April 2025, she served as a Sales Development Representative, excelling in customer inquiries and collaboration on strategy development. Her academic foundation from Kolehiyo ng Lungsod ng Lipa, with an Associate degree in Computer Technology, underpins her technical proficiency with tools like GoHighLevel, Pipedrive, and Hubspot.

Experience

  • Executive Assistant | Appointment Setter

    Financial Account · 2025 — 2026
    Generated qualified leads using LinkedIn outreach. Built and managed sales pipelines while maintaining accurate lead records in CRM tools. Conducted outbound calls and follow-ups, scheduled appointments, and managed emails and calendars.

  • Sales Development Representative

    AI Industry (SEO | GBP) · 2025 — 2025
    Handled phone calls and addressed customer inquiries regarding loan application statuses. Explained necessary requirements for personal, student, and mortgage loans. Worked collaboratively with the team to establish strategies for achieving targets.

  • Appointment Setter | Retention Specialist | Recruitment Coordinator

    Solar Industry · 2023 — 2024
    Called homeowners to follow up on inquiries regarding solar installation. Assessed and qualified leads to determine solar suitability. Coordinated with the team for dispatch evaluations and booked appointments for solar installations while managing company emails and social media pages.

  • Customer Service Representative

    Telco Account · 2021 — 2022
    Managed inbound calls, responding to customer concerns and providing solutions. Assisted customers with troubleshooting steps while maintaining a positive, empathetic, and professional demeanor.

  • Sales Associate

    Insurance Verification · 2020 — 2021
    Followed up with leads regarding their inquiries about insurance benefits. Evaluated leads for eligibility in Medicare, Medicaid, and final expense policies, and communicated the benefits they qualified for. Transferred qualified leads to licensed insurance agents.