Virtual Assistant
CurrentMy responsibilities include the following:1.) Lead Generation_ Salesforce (Knollwood Investment Advisory): - CRM (Salesforce) - Match My Emails Tasks - Calendar Management - Adding/ Updating Contacts and Accounts - Adding/ Updating Transaction Deals and Funds - Updating Account Tags and Uploading files to Box - Adding Calendar Events/Meetings/Calls on Box Calendars - Copying files from Salesforce Sharepoint to Box Platform/ Software Tool Expertise: CRM(Salesforce) CrunchBase Pitchbook Linkedin LeadIQ Tracxn MailTester Asana Evernote2.) Knowledge Portal Management/ Virtual Agent Optimization/ Chatbot Optimization (noHold Inc.): - Create HTML Web Pages - Support Knowledge Gap Analysis - Support Session Abandon Analysis - Check Link Correctness - Download Company Report files (Raw and Tabular) - Convert Site Community and Helpful Web pages links to MS Word document format. - Company Antecedent ID notation Verification