Owner | Virtual Executive Administrative Assistant And Project Manager
CurrentResponsibilities-CRM Management & Automation Implementation: created newsletter templates, scheduled newsletters & broadcasts, implemented workflows and campaigns for automated sequences, and tested & oversaw quality control of sequences.-Tracked and analyzed prospect data, newsletter data, open rates, & client payments.-Edited and updated pages, integrated with CRM and other software, created opt-in pages, landing pages, and integrated shopping carts.-Set up webinars and integrated with CRM & website, oversaw quality control of automated webinars.-Built out courses in membership platforms, and integrated courses with CRMs.-Processed client orders, tracked records, payments, and affiliate payments.-Scheduling: scheduled meetings, booked travel arrangements, and notified clients of upcoming meetings.-Set up scheduling systems and integrated them with calendars, websites, and other third-party systems.-Corresponded with affiliates regarding promotions, sent promo materials and tracked incoming leads.-Onboarded clients, answered client and prospects' questions as they arose, and rescheduled meetings as needed.-Acted as a gateway for the owner by screening voice messages and emails allowing them to concentrate on growing the business.-Set up helpdesks with FAQs for clients.-Managed and oversaw projects, working with small to medium teams.Select Accomplishments-Improved client satisfaction through re-organization of online course structure resulting in significant reduction of course related support requests.-Reduced errors by implementing more thorough tracking methods of client payments.-Consistently met both short and long term deadlines for a variety of projects.-Streamlined operations by creating a training manual and email templates for frequently asked questions and common scheduling emails.-Managed projects, deadlines, and prioritized tasks to allow clients to focus less on the back-end and more on sales and their existing clients.