Hi, I’m Wilfred — a results-driven Virtual Assistant specializing in Lead Generation, Medical VA support, Revenue Cycle Management, and AI Automation.
With 5+ years of experience supporting US and AU clients, I help businesses streamline operations, improve revenue workflows, and generate high-quality leads—so you can focus on growth.
Experience: 5 - 10 years
Leadership & Service Excellence: Successfully managed high-volume customer interactions across multiple BPO roles, ensuring 98–100% satisfaction rates by resolving complex billing, service, and operational issues efficiently. Process Optimization & QA: As a Quality Assurance Auditor, identified gaps in workflows and implemented process improvements, enhancing team performance, reducing errors, and improving resolution times. Systems & Tools Expertise: Proficient in Salesforce, Med Manager, Zoho, and other CRM platforms, maintaining accurate records, tracking customer interactions, and automating repetitive administrative tasks to improve workflow efficiency by 15%. Cross-Functional Collaboration: Coordinated between internal teams, external vendors, and clients, ensuring smooth communication, timely issue resolution, and seamless delivery of services. Regulatory Compliance & Accuracy: Maintained 100?herence to HIPAA and other compliance standards, safeguarding sensitive client information while managing complex service workflows.
Experience: 5 - 10 years
Complex Calendar Management: Expert in organizing detailed, minute-by-minute schedules for clients, including high-profile or high-net-worth individuals, ensuring all meetings, calls, and appointments run smoothly. Vendor & Stakeholder Coordination: Maintains accountability with external vendors and internal teams to meet deadlines, confirmations, and client expectations. Software Proficiency: Utilizes tools like Salesforce, Med Manager, and AI-assisted scheduling applications to automate reminders, confirmations, and updates, improving efficiency and reducing errors. Conflict Resolution & Contingency Planning: Proactively identifies scheduling conflicts or bottlenecks and implements solutions to prevent delays. Confidentiality & Personalization: Handles sensitive client information and preferences with discretion while maintaining optimized schedules. Follow-Up & Confirmation System: Ensures all appointments and tasks are confirmed and tracked, keeping operations on time and seamless.
Experience: 1 - 2 years
Improved claim acceptance by 10% and reduced denials Expert in CPT & ICD-10 coding, billing, and collections Hands-on experience with Salesforce, Med Manager
Experience: 1 - 2 years
Prospect research, outreach, and CRM management Calendar/email management and client coordination Consistent 95%+ resolution and satisfaction rates
Experience: Less than 6 months
Automate workflows using ChatGPT, Zapier, Make.com Build systems that save hours of manual work Create efficient processes for scaling businesses
Experience: 5 - 10 years
Managed 1,000+ patient accounts with 98?curacy Coordinated appointments, referrals, and medical records Insurance verification, prior authorizations, and case support
“I had this VA that I could turn things over to made it a lot easier”
Kyle Mckenna
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