Martha Lozano Email & Phone Number

Charlotte, North Carolina, Us

Creative Talent Endeavors (CTE) is a retained executive search and advisory firm, and clients range from Series A venture backed startups to Fortune 50 companies. Our aim is to help organizations find, retain, and support talent through customized solutions and Change the Face of Talent. I provide top-notch virtual administrative support to the Founder/CEO and white glove service to our clients. I provide comprehensive calendar management, manage data entry on multiple CRMs, and am responsible for all contract management and execution, invoicing, billing, and collections. I provide project management to wrangle in open projects and hold everyone accountable to ensure forward-movement continues. ▪ Orchestrated a successful in-person employee retreat, as well as an exclusive dinner for top-level executives, including coordinating transportation for daily outings, catering, and meal accommodations with a keen consideration for dietary restrictions. ▪ Demonstrated strong project management and organizational skills in coordinating and publishing our company cookbook.▪ Took lead in fostering positive company culture, employee engagement, celebrating diversion and inclusion by arranging virtual team-building experiences, significantly boosting team morale and cohesion.

Auckland, Auckland, Nz

Propel Performance Group (PPG) is a consultancy firm focused on elevating leadership and team performance. They help organizations navigate high-stakes transitions, change, and crises by applying principles from elite teams across various disciplines. PPG offers integrated coaching and workshops designed to unlock the potential of leaders and their teams, fostering a culture of high performance.As a Virtual Executive Assistant at PPG, I provided dedicated support to the Founder/CEO and our Executive Coaches. I expertly managed multiple challenging calendars, successfully securing daily appointments while navigating scheduling conflicts, competing priorities, and last-minute changes. My role required ensuring efficient communication with local and international clients across varied time zones.I maintained, tracked, and reconciled client portfolios, and facilitated seamless contract execution through DocuSign. Known for my customer-focused approach and positive attitude, I prioritized confidentiality and discretion, strictly operating on a 'need to know' basis. My responsibilities highlighted my strong organizational and process-driven capabilities, along with excellent verbal and written communication skills.▪ Successfully coordinated comprehensive workshops for large client accounts, often organizing multiple repeat sessions at varied times to accommodate participation from international employees across different time zones. This required meticulous planning and exceptional logistical management to ensure seamless execution and maximum engagement.▪ Orchestrated a complex mail drop for workshop materials, involving the professional printing of materials and the manual distribution to participants' homes. This task demanded rigorous attention to detail and coordination to ensure timely and accurate delivery to each participant, enhancing the overall workshop experience.

Marlow, Buckinghamshire, Gb

Renaissance Leadership (RL) is an executive search firm specializing in building leadership teams for start-ups and high-growth companies in Enterprise Technology and Consumer Digital sectors. With global offices in London and Silicon Valley, they partner with leading investors to scale iconic digital businesses.As a Virtual Executive Assistant, I supported the Founder/CEO and Managing Director by managing calendars, arranging meetings, preparing agendas and reports, tracking metrics, providing administrative support, managing travel arrangements, and processing expense reports.As Office Manager, I ensured a welcoming office environment, managed supplies, addressed day-to-day operations and facilities issues, liaised with IT support, supported team meetings with agenda preparation and meeting summaries, and maintained confidentiality while excelling in communication.This timeframe coincided with the onset of COVID-19, and although I was initially hired to work in the office, my tenure transitioned to a Virtual Assistant role.• Developed and implemented a comprehensive system to track Key Performance Indicators (KPIs), which involved designing and installing a whiteboard to visually display trends. This initiative required significant effort to ensure all team members could easily identify and address obstacles or challenges hindering success.• Undertook a major overhaul of the office environment by cleaning and organizing the space, introducing new décor and plants to create a more comfortable and pleasant workplace. This transformation involved careful planning and coordination to enhance the overall office atmosphere.• Reorganized the breakroom to improve functionality and safety, including the creation of a dedicated gluten-free shelf and clear labeling of food items. This task demanded meticulous attention to detail and a commitment to ensuring the health and awareness of all employees regarding their food consumption.

Albuquerque, Nm, Us

As an Executive Assistant and Office Manager at Sandia National Laboratories/US Department of Energy, I provided intricate administrative support to multiple Principles (and their respective departments) across two laboratories, Systems Biology (SNL, Livermore, CA) and Biomass Science & Conversion Technology (JBEI, Emeryville, CA). I expertly managed multiple calendars using Outlook & Google Suite, arranged meetings (including teleconferencing and videoconferencing), and facilitated domestic and international travel arrangements. Key responsibilities included coordinating interviews, establishing guest credentials for secured campus access, and managing office functions like mail distribution and supply procurement. I ensured strict adherence to government policies, exercised discretion with high-level contacts and classified information, and maintained organized filing systems, databases, and training records for the department.• Managed the entire lifecycle of a summer internship program, overseeing 12 student participants from recruitment to exit, ensuring a smooth and successful experience.• Successfully completed a comprehensive audit of multiple boxes of laboratory records, meticulously processing highly sensitive material for archiving, destruction, or retention in accordance with stringent government records retention policy and guidelines. This monumental task was a remarkable achievement due to the substantial volume and complexity of the records retention policy, underscoring the critical need for precision and unwavering compliance.• Maintained a Q-level security clearance (Top Secret Clearance), demonstrating trustworthiness and competence in handling sensitive and classified information.

Us

Supported the Chief Officer of Revenue Cycle with special projects, generated statistical reports, managed multiple department email accounts; assigned administrator to 87+ Outlook distribution lists. Provided administrative support to the Training and Development Team. System administrator of the Learning Management System (LMS) that deploys and tracks all training and educational modules. Provided support in areas of enrollment, testing, and training. Coordinated on-site/off-site logistics and room reservations. Chief Editor of department newsletter; write, edit, proofread, and provide editorial changes as needed for proper grammar, spelling, and punctuation. Responsible for the web-layout, design, graphics, and images. Ensure that all publish material aligns with our Marketing standards and organizational brand. Facilitate Newsletter Huddles, follow-through to obtain proper approvals for final publishing (manage pre-flight edition), publish the newsletter to 950+ Revenue Cycle Services employees and executives located in multiple geographies. In 2016, we successfully published 10 issues of our newsletter including 70 articles, announcements, and posts.

Us

Supported Chief Officer of Revenue Cycle with office management of the Revenue Cycle Services (RCS) centralized billing office of 300+ employees. Managed day-to-day office operations, monitoring productivity and quality. I ensured staff was in compliance with organizational policies/procedures. Oversaw office expansion needs, managed office space and resources. Managed mail services, office supply inventory. Organized and directed corporate office operations, events, and activities.Responsible to oversee all aspects of the RCS Internship Program, supervised 8-10 Office Interns at a time. Provided a supportive transition from the ‘classroom’ into the ‘real world’ environment and supported over 40 participants through the program with an incredible success rate as noted below.- 93% interns graduated the program- 68% graduates were hired at St. Joseph Health- 68% of hired grads have since accepted a secondary promotion- 12% of promoted grads have received a third promotionWorked hand-in-hand with Taller San Jose Hope Builders (community partner) to help provide unemployed, under-educated and unskilled young adults, who have gotten off track in life, with the job training and life skills necessary to support themselves and their families. Curriculum and calendar management, coaching and development, coordinated all special projects, assignments, training, workshops (modules), and activities involving the SJH Internship Program. Scheduled all intern rotations and worked with department leaders for rotation timelines. Heavily involved with events coordination and customer service. Additionally, continued to support the Leadership Staff as back-up for planned or unplanned absences by any our Executive Assistants (sick time, vacation time, or LOA).

Us

Directly supported the Chief Revenue Cycle Officer, Vice President of Shared Operations, and Executive Directors (plus their respective staff). Duties included screening phone calls and visitors, vendor relations, heavy customer service, accounts payable, scheduling meetings, documenting meeting minutes, placing catering requests, ghost writer for office memos and letters, timekeeper (for CA and TX employees), ordered office supplies, placing service calls for copy machine repairs, coordinated domestic travel arrangements, processed monthly expense reports, coordinated all office events, maintain all office keys, supported employee/contract on-boarding and seating assignments. Scheduled ergonomic evaluation assessments. Coordinated weekly Admin Team Huddles. Process all facility issues including issuing security access badge, parking passes, and facility maintenance. Supported an office that gradually increased in size from 40 to 275+ employees due to centralization of our business office.

Irvine, Ca, Us

This position was in the Marketing/Communications Department and it was primarily supporting the Transformation-to-Great (TTG) initiative to improve employee, patient, and physician satisfaction for the hospital. Administrative support for 10 committees, leadership development/training, and steering committee. Organized quarterly leadership conferences, employee forums, and training workshops. High volume meetings and events coordination both on-site and off-site with participation counts ranging from 5 executives in a board meeting to 600+ employees at a picnic. Managed complex calendars, coordinated travel itineraries, managed expense budgets. Supported the VP of Marketing/Communications and was support to the Administration Office and the CEO of the hospital.