• Developed and implemented a CRM system called Keap to centralize the company's database, financial data, and communications, resulting in a 20% increase in productivity and efficiency• Created and updated company excel spreadsheets for various company operations such as automated emailing for seminars, following up with clients, and to incorporate into Keap • Collaborated with the team to transition to the new system and provided training on its functionality• Streamlined data entry processes and reduced data errors by 15% through automating repetitive tasks

● Created PowerPoint slides for multiple employees within the company and assisted in presenting the slides in front of potential and current clients in order to maintain customer relationships● Organized and updated financial, personnel databases/records of the company ensuring data is secure and accessible for all employees● Managed communication (phone calls, e-mails, and letters) between the company and clients, maintaining and creating relationships with clients