SDR/ GHL/ CRM/ B2B Lead Gen/ Appointment Setter Carissa Jane

Summary

I help businesses turn leads into paying customers and grow revenue.

With 5+ years of experience as a Sales Development Representative and Customer Service Specialist, I focus on what actually drives results:

Finding and qualifying the right leads
Booking appointments with decision-makers
Following up consistently so no opportunity is lost
Keeping your CRM organized and your pipeline moving
Supporting customers and increasing revenue through upselling

I’ve worked with international clients handling high-volume outreach, appointment setting, and end-to-end pipeline management—making sure every lead is maximized.

If you’re dealing with low conversions, missed follow-ups, or an empty calendar, I can fix that.

Carissa Jane M. Vinculado
Bulacan, Philippines
Freelancer
Check my CV View Work Hire Me

My Skills and Competencies

Sales Development Representative
Account Executive
Lead Qualification
Virtual Assistant
Outbound Sales
Inbound Sales
Data Management & Accuracy
Bookkeeping
CRM Management
Canva
Go High Level
Hubspot

Certificates

General Virtual Assistant
TESOL
Awarded Top Calling Agent  for high performance.

My Experience and Education

  • EXPERIENCE
  • EDUCATION
2017
Bachelor of Secondary Education Major in English

Bulacan Agricultural State College

2026 - 2026
Catapult Business Innovations
(SDR| Sales and Support Manager | B2B Lead Qualification | Appointment Setter |CRM)

Conducted outbound cold and warm outreach to generate new business opportunities, supporting prospecting efforts and initial client engagement.
Identified, qualified, and nurtured B2B leads to drive pipeline growth and improve conversion rates.
Scheduled appointments, managed CRM systems, and supported sales and customer interactions for digital marketing services.

2025 - 2026
Kalika Digital
(Lead Qualification | Appointment Setter | Roofing Repair Services)

Managed scheduling, bookings, and calendar coordination
Handled inbound and outbound communication (email, phone, chat, SMS)
Maintained CRM records, invoicing, and administrative workflows
Coordinated with teams and vendors for seamless operations
Generated and qualified leads through cold outreach

2023 - 2025
STUDYIN
(Sales Development Representative)

Managed high-volume cold and warm outbound leads, conducted prospect research, initiated outreach via calls and messages, and qualified prospects based on needs, budget, and readiness to buy.

2024 - 2024
PhotoBooth Square
(Sales Development Representative / Virtual Assistant/ Appointment Setter)

Managed appointment scheduling, bookings, rescheduling, and cancellations while handling customer inquiries via email, phone, and chat with a strong focus on satisfaction.
Coordinated with internal teams and external vendors to ensure smooth event execution and operational efficiency.
Maintained customer records, processed payments and invoicing, and managed inbox, SMS, and administrative workflows.

2023 - 2023
Canada Tax Reviews
(Sales Development Representative / Lead Qualification / Appointment Setter)

Conducted outbound cold calling to introduce services and identify potential opportunities.
Qualified prospects and gathered relevant lead information to support the sales pipeline.
Updated and maintained lead records in HubSpot CRM.
Responded to email and SMS inquiries and routed qualified leads to the appropriate department for next steps.

2017 - 2018
Microlink Institute of Science Technology (MIST) and Vedasto R. Santiago High School
(Secondary School Teacher)

Managed a diverse classroom, adapting teaching strategies to meet individual needs and fostering a safe, supportive environment for academic and creative growth. Created engaging lesson plans to motivate students, and effectively managed classroom behavior by implementing consistent rules and consequences, ensuring a positive and productive learning atmosphere.

2021 - 2023
Teletech
(Customer Service Representative II / Closer / Account Executive (Sales Support & Revenue Impact))

Assisted customers with billing, order processing, and account changes while identifying upsell and soft-sell opportunities.
Supported revenue generation through customer retention and product recommendations.
Maintained high customer satisfaction while meeting productivity and quality KPIs.

My Services

Sales Development Representative

Managed appointments, customer inquiries, coordination, records, payments, and admin tasks.

Account Executive

Managed client accounts, scheduled meetings, handled inquiries, and coordinated operations.

B2B Lead Qualification / Appointment Setter

Qualified leads, scheduled appointments, handled inquiries, and supported client communications.

Bookkeeping

Managed financial records, processed payments, invoicing, and supported bookkeeping tasks.

Data Management and Accuracy

Accurately entered and managed data, maintained records, and supported administrative tasks.

Outbound Sales

Prospected leads, conducted outbound calls, qualified prospects, and drove sales opportunities.

Inbound Sales

Handled inbound inquiries, qualified leads, and closed sales while maintaining customer satisfaction.

Go High Level/ Hubspot/ CRM management

Handled outbound and inbound inquiries, qualified leads, managed CRM, and closed sales with customer satisfaction.

Testimonials

Author

Canada Tax Reviews

"We want to acknowledge your valuable contributions during your time with us. Your dedications, skills and hard work have been appreciated by the entire team. Please be assured that this termination is not a reflection of your performance : rather, it is an unfortunate consequence of the current economic situation and its impact on our business."

Author

Client Testimonials

Excellent Service
Very accommodating staff
Very good customer service

Author

Client Testimonial

Carissa and the team was prompt with their professional response.


Works

Let's work together !

I am available for freelance projects.
Hire Me

Get In Touch

Address :
Bulacan,
Philippines


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