Jeanneliza Pilande

JEANNELIZA PILANDE VIRTUAL ASSISTANT / FUNNEL BUILDER-Whatsapp No: - www.linkedin.com/in/jeanneliza-pilande A resourceful and detail-oriented Virtual Assistant aiming to leverage expertise in CRM management, sales funnel strategy, and administrative support to empower service-based brands and coaches in scaling their businesses with efficiency and impact. WORK EXPERIENCED Financial Executives | BDO Life Assurance Company Inc Jan 2017 - Jan 2025 Maintained 85% client retention rate through ongoing financial reviews, proactive check-ins, and after-sales support. Built and managed portfolio of 100+ clients, ensuring high engagement and satisfaction through regular consultations. Improved processing time by making admin tasks more efficient and keeping client records well organized. Drove a 25% increase in client conversions by aligning insurance solutions with specific financial goals. Prepared and presented monthly sales performance reports to branch heads and bank partners with 100% on-time delivery. Handled 50+ clients and underwriter emails weekly, and ensure smooth documentation, follow-up, and transaction accuracy. Virtual Assistant | Livelyhood Enterprise Inc. Feb 2025 - May 2025 Managed 100+ customer chat inquiries daily, while efficiently overseeing client communications across multiple Facebook pages using Meta Business Suite and Pancake, maintaining a consistent brand voice Accurately documented 100% of client interactions, ensuring a reliable information trail that improved coordination and service delivery. Identified cross-sell and up sell opportunities, contributing to a 10% increase in monthly sales, Increased client’s appointment bookings on warehouse visit. Customer Sales Support | Rustan’s Commercial Corp. Mar 2014 - Dec 2016 Processed orders with 100% accuracy, contributing to a 20% improvement in on-time delivery. Handled multi-channel customer inquiries via email and social chat, maintaining a 95% satisfaction rate and reducing response time using ticketing systems. Determine opportunities for new sales for online shoppers. Utilized support ticketing tools to keep track of customer issues and fix them, while making sure everything was clearly documented and handled efficiently JEANNELIZA PILANDE VIRTUAL ASSISTANT / FUNNEL BUILDER -| https://www.linkedin.com/in/jeanneliza-pilande Check my sample work here: TOOLS PROFICIENCY: https://jeanpilande.my.canva.site/creative-portfolio CORE COMPETENCIES Systeme.io CRM / Lead Management Asana Administrative Support Google Drive Landing Page Design Dropbox Lead Funnel Set-up Slack Email Automation Support Microsoft Teams Customer Support Google Workspace Social Media Management Gmail Personal Assistance Microsoft Dynamics 365 - CRM Email organization and response Figma Calendar Management FB Meta Business Suites Research Assistance Pancake Content Management Shopify E-commerce Support Canva Customer communication for online stores Zoom Appointment Scheduling Education & Training Certification July 2024 | Funnel Mastery Academy Funnel Building and Systeme.io April 2022 | FHMoms Basic Graphic Design & Canva June 2020 | VA Bootcamp Academy General Virtual Assistant Training Apr 2006 | Our Lady of Fatima University Bachelor of Science in Nursing