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Sophia M. — Mid-Level Real Estate Virtual Assistant from Philippines

Sophia M.

Mid-Level Real Estate Virtual Assistant

Philippines 6+ years
Open to offersNew to Platform
Languages
EnglishTagalog
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About

Sophia M. is an experienced professional with a robust background in appointment setting, B2B sales, and CRM management. With over seven years in virtual assistance, she has excelled in supporting real estate sectors and enhancing business operations through skilled lead generation and client relationship management. At Fuel&Tire Saver, Sophia effectively set appointments for fleet managers, leveraging cold calling to introduce innovative fuel solutions. Her role as a Sales Appointment Setter at YourWelcome enabled her to connect with vacation rental managers, promoting smart tablet solutions to enhance guest experiences. Previously, she managed loan processing at RAO Enterprise, where she used GoHighLevel for workflow automation. Sophia's expertise is further solidified by her educational foundation in Business Administration and notable proficiency in platforms such as Trello, Zoom, and DocuSign, ensuring streamlined support for businesses.

Experience

  • Sales Appointment Setter

    YourWelcome · 2026 — 2026
    Conducted outbound B2B calls to reach vacation rental business owners and property managers, introducing smart in-property tablet solutions aimed at enhancing guest experience and streamlining rental operations. Explained features such as booking management and automated guest communication. Qualified prospects by identifying decision-makers and arranged product demonstrations for the sales team while documenting call notes and follow-ups in the CRM system.

  • Appointment Setter/CRM Manager

    Fuel&Tire Saver · 2025 — 2025
    Executed outbound calls targeting fleet managers and business decision-makers to present fuel and tire solutions. Led efforts in generating and qualifying B2B leads through cold calling and prospecting. Scheduled meetings for the sales team with interested prospects and managed CRM records to ensure accurate client information. Established and maintained strong relationships with potential business clients.

  • Business Development Representative

    RAO Enterprise · 2022 — 2025
    Oversaw the loan processing lifecycle from lead generation through to funding. Coordinated with applicants and agents to generate referral leads, managed workflows and pipelines utilizing GoHighLevel (GHL), and set up automations and triggers to enhance process efficiency. Provided technical support concerning system setups and troubleshooting.

  • Phone Support/Workflow Facilitator

    Agent First Group · 2022 — 2022
    Scheduled appointments with prospective real estate brokers and performed follow-ups to confirm meetings while maintaining engagement. Coordinated the workflow between agents and video editing teams, ensuring timely delivery of content, including marketing material elements such as thumbnails and descriptions.

  • Follow-up Manager

    18 Capital LLC · 2019 — 2022
    Maintained communication with pre-qualified real estate leads to update their status and organized leads for acquisition teams. Focused on regular follow-ups to increase conversion rates while meticulously documenting all interactions and updates in the CRM system.

  • Cold Caller

    GA Home Buyers · 2017 — 2019
    Conducted outbound cold calls to homeowners to identify potential property sellers. Gathered property details and seller motivations to qualify leads, arranging appointments for acquisition specialists and documenting leads in the CRM.

  • Loan Processor

    Skyfield Funding Co. · 2017 — 2018
    Processed loan applications, verifying borrower documentation for accuracy, and coordinated with applicants and agents during the loan approval process. Made certain that compliance with loan requirements was met and maintained organized client records.