Gilbert Bautista
Virtual Assistant with 6+ years of experience and a leadership background in brand and product operations, supporting executives and small business owners across healthcare, e-commerce, and logistics. Experienced in managing marketing initiatives, coordinating projects, and driving sales operations. Strong in product and marketing strategy, email marketing, project management, and revenue-focused execution.
READY
SET GROUP LLC
Ready Set is a logistics company specializing in catering delivery, founded in 2019 in the SF Bay Area and now expanded to Atlanta, Austin, and Dallas.
Industry : Logistics
Duration: 1 year 4 mos
Nov. 2024 – Mar. 2026
Position: Senior Brand Manager
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Led strategic digital marketing initiatives for a logistics brand, including email campaign management, social media scheduling, blog publishing, and performance tracking. Conducted targeted lead research, cold outreach, and follow-ups, optimizing campaigns through email and social media analytics to drive qualified consultations and support business growth.
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Supported client onboarding and retention by coordinating appointments, managing documentation, streamlining client inquiries through landing page optimization, and maintaining organized communication and project timelines to ensure smooth operations and consistent client experience.
10+ new clients successfully onboarded through targeted lead generation and outreach. 50+ consultations conducted with qualified prospects
Career
Learning
CareerLearning is an ecommerce education company that delivers expert-led webinars, trainings, and certification programs for HR, payroll, education, nonprofit, and banking professionals.
Industry : Ecommerce
Duration: 1 year 11 months
Jan. 2023 – Nov. 2024
Promotions
Position: Senior Brand Manager
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Product Marketing: Developed and executed targeted marketing strategies for ecommerce products in Shopify, including email campaigns, basic SEO, social media posting, and collaborations with presenters like podcast hosts. Monitored email metrics, conversions, and sales to make data-driven decisions.
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Product Management: Led end-to-end product lifecycle for webinars and certifications, including ideation, presenter recruitment, development, launch, quality assurance, and performance tracking. Updated Shopify products, added new listings, audited existing products, monitored metrics and ROI, prepared monthly performance reports, and forecasted budgets and new product opportunities.
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Customer & Operations: Streamlined ecommerce operations by auditing Shopify stores, processing payments, optimizing workflows, and conducting proactive customer outreach to improve sales, retention, and satisfaction. Managed Zendesk tickets and responded to customer inquiries via chat, email, and phone.
50+ webinar product proposals created and launched into the product catalogue, with most approved by the SVP of Product
90% Sustained ROI across the HR brand through ongoing performance and budget monitoring
2 Best-Selling Product — Payroll Certification ranked #2 in 2024, generating $145,660.75 with 90%+ ROI
Recruited 2 top-tier presenters onboarded, including an award-winning PhD consultant for Meta, Amazon, and Mayo Clinic, and a Payroll expert with a leading industry podcast
3X Recognized as an outstanding Sales Agent, consistently topping sales with $65,127 and 3,388 touchpoints in a month, $57,878 in August revenue, $41,096 in May sales, and exceptional customer support.
Sagility
Sagility is the foremost expert in healthcare operations with over 25 years of experience across the entire value chain—upstream, midstream, and downstream.
Industry : Healthcare
Duration: 3 years 1 month
Jan. 2020 – Jan. 2023
Position: CLAIMS ANALYST
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Provided expertise in CRM and insurance processes, streamlining claims handling and improving response time. Consistently exceeded performance metrics for claims management, ensuring accuracy and compliance. Delivered exceptional customer service, handling complex insurance cases with precision and care.
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Recognized as one of the top 3 agents in the wave chosen to work remotely during the COVID pandemic, showcasing exceptional adaptability and performance. Demonstrated rapid growth and versatility, mastering seven different work inventories within the first six months, including solving claims denial tickets in the CRM, conducting primacy determination for Medicare, and processing pharmacy claims
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Selected by the client, Humana, to handle High Priority, Critical, and Aging Tickets, ensuring swift and accurate resolutions.-Trained by team leaders in advanced inventories due to identified potential, contributing significantly to team success and efficiency. Managed coordination of benefits and claims, ensuring compliance with regulatory standards and reducing claim errors.
selfishly
aesthetic&
wellness
SELFISHLY Aesthetics & Wellness, recognized as a trusted medical spa for aesthetic excellence, specializes in a multimodality approach across all areas of medical aesthetics in San Francisco, CA.
Industry : Medical Aesthetic
Duration: 6 months
Aug. 2024 – Present
Position: Virtual Assistant
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I supported their campaigns for injectables, skin treatments, and wellness services. I helped the team stay on top of client requests by managing their Boulevard inbox, replying to messages, and taking care of appointment bookings. From confirmations to cancellations, I kept the calendar organized. I also handled voicemails, did light sales outreach, and pitched in with any ad hoc tasks.
95% – Confirmed PT appointments before Monday, resolved weekend messages via VA coverage, and supported sales outreach that booked new consultations for SELFishly Aesthetic & Wellness.
September–October: ~155% increase in overall salesOctober: Continued upward trend with an additional 10%+ growthNovember: Sales rose ~3%, maintaining strong momentumDecember: Holiday and early bridal campaigns launched, showing early positive traction, with campaigns still active
Zendesk • Magento • Shopify Microsoft Office (Word, Excel, PowerPoint) • Google Workspace (Docs, Sheets, Slides, Drive) • Slack • Trello • Asana • Monday.com • Canva • ChatGPT • Marketo • Boulevard • Podium
Virtual & Executive Assistance
Marketing & Sales Support
Product Management
Email Marketing & A/B Testing
Lead Generation & Appointment Setting
Customer Support
CRM & Data Management
Performance Reporting & Analytics
SEO Content Support
Calendar & Project Coordination
Compliance & Quality Assurance
Graphic Design (Canva)
Cross-functional Team Support
HIPAA Training | Project Manager Certification: Product Management | Payroll | Zendesk Omnichannel Agent | ChatGPT for HR | Spreadsheet Fundamentals