Charles Go

Charles Go Transaction & Revenue Operations VA (Real Estate + Regulated Services) T r a n s a c t i o n & R e v e n u e O p e r a t i o n s V A w i t h 7 + y e a r s s u p p o r ti n g sales-driven, regulated businesses through CRM ownership, transaction coordination, and compliance-critical workflows across the US market. PROFESSIONAL SKILLS REAL ESTATE SYSTEMS & MLS MLS data management and listing accuracy Transaction and listing workflows MLS Platforms: NABOR MLS NTREIS MLS Transaction Tools: KW Command DocuSign DotLoop Amitree SALES & PIPELINE SUPPORT (Revenue-Adjacent) Lead qualification and appointment setting CRM-based lead tracking and pipeline management Outbound calling and targeted email outreach Client nurturing and followup sequences Support-level role focused on pipeline continuity, follow through and data accuracy. D e m o n s t r a t e d s t r e n g t h i n o w n i n g C R M s y s te m s , t r a n s a c t i o n workflows, and bid/compliance processes that reduce errors, protect deadlines, and improve pipeline visibility. Recognized for turning fragmented workflows into structured, d o c u m e n t e d s y s t e m s ( S O P s , t r a c k e r s , te m p l a t e s ) , m a i n t a i n i n g high accuracy in compliance-critical work, and operating independently with minimal supervision. E x p e r i e n c e d s u p p o r t i n g r e a l e s t a t e t e a m s , o u tb o u n d s a l e s initiatives, and deadline-driven environments across time zones. CORE COMPETENCIES Transaction & Revenue Operations End-to-end real estate transaction coordination (contract to close) Revenue pipeline support across sales and service workflows Compliance-driven documentation and deadline management Bid tracking, follow-ups, and deal visibility support Error prevention and compliance accuracy in regulated, deadlinedriven workflows CRM & Systems Ownership CRM ownership and daily system hygiene (Brivity, Follow Up Boss, KW Command, Zoho One, Monday) Pipeline stage management, tagging, and data integrity Reporting, follow-up tracking, and visibility dashboards Workflow documentation and SOP creation/adherence Sales & Lead Operations Support Lead qualification and appointment setting Outbound calling and targeted email outreach Client follow-up, nurture sequences, and pipeline continuity Revenue-adjacent administrative and coordination support Marketing & Listing Operations (Support-Level) Listing coordination and campaign execution support Meta Business Suite assistance (setup, scheduling, monitoring) Canva-based asset preparation for listings and campaigns Basic performance tracking (CTR, CPC, reach) PROFESSIONAL EXPERIENCE PROFESSIONAL SKILLS REAL ESTATE OPERATIONS & TRANSACTION COORDINATION Keller Williams Realty & Coldwell Banker (US-based) Remote | March 2025 – Present OPERATIONS & EXECUTIVE SUPPORT Calendar and inbox management Digital file and document organization Meeting coordination and task tracking Recruitment coordination and applicant tracking Cross-time-zone scheduling and internal coordination Owned end-to-end transaction coordination from contract to close, ensuring accuracy, compliance, and on-time submissions across multiple active files. Managed listings, contracts, and transaction pipelines using KW Command, NTREIS MLS, NABOR MLS, Brivity, Follow Up Boss, DocuSign, and DotLoop. Maintained CRM hygiene and pipeline visibility to support agent follow-up, deal tracking, and deadline control. Reviewed, prepared, and submitted transaction documents in alignment with brokerage compliance standards and internal workflows. Coordinated listing data accuracy and related support tasks to prevent delays and workflow breakdowns. TRAINING, DOCUMENTATION & SOPs Workflow documentation and SOP creation Training and onboarding support Performance feedback and process adherence Structured instruction and facilitation Documentation standards and process consistency enforcement Served as the central operational point of contact, reducing agent administrative load and improving workflow consistency across transactions. REVENUE OPERATIONS & OUTBOUND SALES SUPPORT Outbound Sales Representative US Procurement & Vendor Outreach Remote | July 2025 – Present Owned operational support for revenue-generating outreach initiatives through structured email campaigns and CRM-based prospecting using Zoho CRM. Qualified leads and identified bid opportunities aligned with New York City procurement requirements. MARKETING & LISTING OPERATIONS (Support-Level) Listing and campaign coordination Canva and CapCut asset preparation for listings and campaigns Meta Business Suite execution support Basic performance tracking (CTR, CPC, reach) Conducted bid research and preliminary feasibility reviews for agencies including NYC DOE, DOC, ACS, DHS, and DOHMH. Analyzed bid documentation to assess compliance criteria, submission timelines, and readiness requirements. Coordinated proposal preparation, tracking, and follow-up to ensure deadline adherence and documentation accuracy. Maintained organized outreach records and pipeline visibility to support informed sales and submission decisions. REGULATED OPERATIONS & COMPLIANCE SUPPORT Socials Insurance Operations Assistant – Alkemy Insurance (The Sarrica Group) Remote - August 2025 - October 2025 Provided operational and compliance support for personal and commercial insurance policies within New York State. Managed policy documentation, client records, and servicing requests using EPIC by Applied Systems and the CSR24 client portal. Processed, tracked, and maintained compliance-critical documents including Certificates of Insurance, Anti-Arson Forms, inspection reports, claims documentation, and policy notices. Supported renewal coordination and follow-up activities to prevent coverage lapses and documentation errors. Conducted outbound verification calls for Workers’ Compensation renewals to confirm business details and ensure policy accuracy. GENERAL VIRTUAL ASSISTANT Foundational Role Remote | December 2024 – March 2025 Supported executive and team operations during transition into US-based remote work, handling email management, scheduling, CRM data entry, and internal coordination. Built foundational experience in remote workflows, documentation standards, and cross-time-zone client communication. Developed discipline in task prioritization, responsiveness, and documentation accuracy within a virtual operations environment. PRIOR SALES, ADVISORY & LEADERSHIP EXPERIENCE Life Insurance, Health Insurance, Real Estate Sales and Training Roles Philippines | 2014 – 2025 Built and supported revenue pipelines across insurance, real estate, and advisory-based environments, with emphasis on follow-up discipline, documentation accuracy, and client trust. Ranked 11th nationwide out of 36,000+ agents at Pru Life UK, demonstrating consistency, relationship management, and performance in a regulated sales environment. Conducted client needs analysis, policy advisory, and ongoing account servicing across life and health insurance portfolios. Supported lead generation, qualification, and follow-up workflows in both individual contributor and team-based settings. Mentored and trained new agents and team members, contributing to onboarding, performance improvement, and process adherence. Previously served as a Maritime Instructor, delivering standards-based training, evaluations, and documentation aligned with regulatory and safety requirements. Earlier career experience reinforced discipline, compliance adherence, and structured execution in regulated environments.