Grace A. Email and Phone Number

Calendar Management/Scheduling, Running follow-ups, Email Management, Reporting on how each of the clients are doing. Research, Data ScrapingIn-charged with Finances - Creating Invoices, Sending reminders for outstanding AR, Monthly PnL, Daily reconciliation

Calendar Management/Scheduling, Running follow-ups, Email Management, Weekly Reporting and data scraping, utilizing Zoho to add Deals. Organizing files and creating contracts.

Lead Generation:Research and identify potential leads using various online tools and databases.Compile and maintain a database of prospective clients.Analyze and segment leads based on criteria to prioritize outreach efforts.Email Outreach:Craft personalized and professional email templates for outreach campaigns.Manage and track email outreach campaigns to ensure timely follow-ups.Respond to and manage incoming email inquiries from prospective clients.Excel Reports:Create and maintain detailed Excel reports to track sales, outreach performance, and other key metrics.Perform data analysis to provide insights and recommendations based on report findings.Ensure accuracy and consistency in data entry and report generation.PowerPoint Presentations:Design and develop engaging PowerPoint presentations for meetings, client pitches, and internal use.Collaborate with team members to gather necessary content and information for presentations.Ensure presentations are visually appealing and effectively communicate key messages.Personal Assistance:Manage and organize the executive’s calendar, including scheduling appointments and meetings.Handle travel arrangements, including booking flights, hotels, and transportation.Assist with various personal tasks and errands as needed to support the executive.

Project Management tasksAssigning tasks and overseeing people. Weekly reporting to the client to ensure KPI metrics are met.

Lead generation, email outreach and scheduling meetings

Data Entry from "Transact" to different tools (CRM): CRM Handled: Siebel, Salesforce, Axis/Legacy, NBN Webform Email management - answering queries from clients/customers within 24 hours service level agreement Handled: Gsuite, Freshdesk, Reamaze, DropboxCustomer service - doing follow-ups to the customer/clients / elevate customer/clients complains.