Aaron

Lead Generation & Client Relations Specialist

Aaron

ID Verified
1,000/mo
Cainta, Philippines
Looking for Full-time
9 hours/day
Availability: US / EU / Asia timezone

Profile Description

I am a results-driven professional with experience in customer service, sales, lead generation, appointment setting, and business development. Throughout my career, I have developed strong communication, problem-solving, and relationship-building skills while working with diverse clients and stakeholders. I thrive in fast-paced environments where initiative, adaptability, and strategic thinking are valued. Beyond employment, I actively pursue entrepreneurial ventures and business development pro...

Top Skills

Excel (Advanced) · 5 yearsFacebook Marketplace · 5 yearsGoogle Sheets (Advanced) · 5 yearsBookkeeping · 4 yearsBudget Management · 4 years

Skills & Expertise

Content & Writing

Technical WritingAdvanced

Customer Success

Live Chat SupportAdvanced
Email SupportAdvanced
Technical SupportAdvanced
Phone SupportAdvanced
Lead ManagementAdvanced

Data & Analytics

Excel (Advanced)Expert
Google Sheets (Advanced)Expert
Statistical AnalysisIntermediate
Data VisualizationBeginner

E-commerce & Marketplace

Facebook MarketplaceExpert
Inventory ManagementAdvanced
WordPressBeginner

Finance & Accounting

Budget ManagementAdvanced
Financial ReportingAdvanced
BookkeepingAdvanced
Accounts Payable/ReceivableAdvanced
Payroll ProcessingAdvanced
Financial AnalysisAdvanced
Tax PreparationAdvanced
QuickBooksIntermediate

Human Resources

RecruitmentIntermediate

Real Estate Operations

Real Estate ListingBeginner

Sales & Business Development

Lead GenerationAdvanced
B2B SalesAdvanced
B2C SalesAdvanced
NegotiationIntermediate
Sales PresentationsIntermediate
Cold CallingIntermediate
Cold Email OutreachIntermediate
Proposal WritingIntermediate
Linkedin OutreachIntermediate
Warm Outreach & Appointment SettingIntermediate
SalesforceIntermediate
Apollo.ioBeginner

Virtual Assistance & Admin

Calendar ManagementAdvanced
Email ManagementAdvanced
Document ManagementAdvanced
Meeting CoordinationAdvanced
Personal Assistant ServicesAdvanced
Data EntryAdvanced
Executive Assistant ServicesAdvanced
Research & Information GatheringAdvanced
ClickUpIntermediate
Monday.comIntermediate
AsanaBeginner
TrelloBeginner

Work Experience

Virtual Assistant

LJ Agency

Apr 2026 - Present

Key Achievements:

Managing accounts that primarily constitutes appointment setting and lead generation.

Email SupportExcel (Advanced)Data VisualizationLive Chat SupportGoogle Sheets (Advanced)Technical SupportPhone SupportLead ManagementMeeting CoordinationExecutive Assistant ServicesPersonal Assistant ServicesClickUpResearch & Information GatheringSalesforceB2B SalesCold CallingNegotiationLead GenerationCold Email OutreachB2C SalesWarm Outreach & Appointment Setting

Financial Wealth Planner

FWD Life Insurance Corp.

Dec 2025 - Present

Key Achievements:

Awarded as the Branch’s Top Rookie Financial Advisor for the month of February (2026) Recognized as the Branch’s Top Recruiter for the month of February (2026) Hosted one of the latest Branch Meetings as of recency.

Lead ManagementStatistical AnalysisGoogle Sheets (Advanced)Excel (Advanced)Data VisualizationFinancial AnalysisBudget ManagementB2C SalesNegotiationCold CallingLead GenerationCold Email OutreachSales PresentationsLinkedin OutreachWarm Outreach & Appointment SettingCalendar ManagementSalesforceMeeting CoordinationData EntryClickUp

Co-owner

Piper Clothing

Oct 2023 - Present

Key Achievements:

Perform Lead Generation and Direct Interactions with Customers. Organize Inventory and Warehouse Organization. Conduct Market Analysis through a combined Fundamental and Technical Viewpoint.

Lead ManagementStatistical AnalysisInventory ManagementGoogle Sheets (Advanced)Excel (Advanced)Facebook MarketplaceData VisualizationQuickBooksAccounts Payable/ReceivableFinancial AnalysisBudget ManagementPayroll ProcessingTax PreparationFinancial ReportingBookkeepingB2B SalesNegotiationCold CallingLead GenerationB2C SalesSales PresentationsWarm Outreach & Appointment Setting

Customer Experience Executive

ProbeCX

Jan 2026 - May 2026

Key Achievements:

Acknowledged as the Top Performer of the Circle. Constantly commended by the clients for exceptional service and communication. Offered to work overseas by one of the clients for their law firm.

Email SupportLive Chat SupportTechnical SupportPhone SupportFinancial AnalysisB2B SalesB2C SalesNegotiationEmail Management

Service Crew

McDonald’s

Apr 2023 - Aug 2025

Key Achievements:

Primarily assisted kitchen staff in preparing and serving the orders. Attended to customer demands and appeals with professionalism and sympathy. Trained new hires over the course of 3-6 months. Received multiple recognitions, e.g., Rising Star

Technical SupportInventory Management

Bookkeeper; Executive Assistant

Jems and Jers Consumer Goods Trading

Nov 2021 - Nov 2024

Key Achievements:

Process invoices, financial statements, and warehouse inventory. Performed administrative errands on a regular basis such as supervising database, project managements & development, and operations Manage Accounts and Notes Rec

Email SupportTechnical SupportLive Chat SupportPhone SupportLead ManagementStatistical AnalysisInventory ManagementGoogle Sheets (Advanced)Excel (Advanced)Data VisualizationFacebook MarketplaceQuickBooksAccounts Payable/ReceivableFinancial AnalysisBookkeepingB2B SalesFinancial ReportingBudget ManagementPayroll ProcessingTax PreparationB2C SalesLead GenerationCold CallingNegotiationSales PresentationsLinkedin OutreachWarm Outreach & Appointment SettingMeeting CoordinationCalendar ManagementExecutive Assistant ServicesData EntryPersonal Assistant ServicesEmail ManagementDocument ManagementResearch & Information Gathering

Quick Stats

Age22 years
English LevelFluent
ID VerificationVerified
Portfolio
🔒