Medical VA | General VA | Administrative Support | Social

I was a Customer Success Advisor, responsible for client success and retention while managing a portfolio of 300+ clients across industries such as real estate, mortgage lending, insurance, contracting, and small-to-large business owners. The role was appointment-based and centered on helping clients maximize the value of the services they invested in. Responsibilities included conducting monthly one-on-one strategy calls to review progress, address challenges, and identify upselling opportunities; assisting clients with optimizing Google Business Profiles, improving SEO rankings, and strengthening social media presence; stepping in as a Social Media Manager when needed by creating content calendars, scheduling posts, monitoring engagement, and analyzing performance metrics; and training clients on the company’s proprietary software to automate review collection, boost engagement, and improve local search visibility.

I have hands-on experience as an Appointment Setter, where I managed outbound and inbound calls to connect with potential clients, qualify leads, and schedule business consultations. My role included making cold and warm calls, coordinating schedules through calendar tools, and following up with prospects via email, phone, and CRM systems. Over time, I was promoted to a Customer Success Advisor, which expanded my responsibilities into client account management, follow-ups, and relationship building. This experience strengthened my communication skills, time management, and ability to handle multiple clients efficiently in a remote work environment.

Assisted clients with data entry and organization by cleaning and updating contact lists within their CRM systems, ensuring accuracy and efficiency for client communications and follow-ups.

Beyond client-facing responsibilities, I also took on team leadership and administrative support. I managed a team of agents in the Philippines, providing day-to-day supervision and support while overseeing attendance tracking, call monitoring, task compliance, and performance coaching to ensure quality results. I also led training sessions to upskill the team and improve efficiency, as well as handled key administrative duties such as payroll preparation and reporting.

As a Customer Success Advisor, I helped clients maximize the value of the services they invested in by providing ongoing support and guidance. In some cases, I stepped in as a Social Media Manager and Content Creator, particularly for real estate and loan officer clients, by creating content calendars, scheduling posts, and ensuring their online presence aligned with business goals.

I have hands-on experience with SEO and online visibility strategies from my previous role as a Customer Success Advisor at a marketing company. I supported clients by optimizing their online profiles — including Google Business Profile, Facebook Business, LinkedIn, and other business profiles — to improve organic rankings and help them attract new business opportunities online.