• Inputting data on new customers in the Amelia Scheduling database. Scheduling sails, assigning captain and crew, adjusting sail details and customer information, and approving sails when criteria are met.• Troubleshooting problems with scheduling.• Coordinating communications with customers, Captains, and Crew via email, and using the Amelia notification system. Monitoring the info @sailingangels.org email address and responding to queries from customers and staff.• Generated Excel spreadsheets to coordinate large group sailing events of 400+ customers. Managed data on customers, Captains, and Crew, and helped assign customer groups to boats.

• Set up and customized Stripe software for the Author Support group client billing. Created invoices weekly and monthly clients. Added in new clients as needed.• Followed up on unpaid Author Support invoices via email. Sent weekly payments to staff using PayPal.• Created Real Estate Showings Schedules and booked house viewing appointments. Designed a ‘Showings Time’ spreadsheet in Excel to more accurately estimate the time window needed for each showing.• Wrote Standard Operating procedures for Real Estate and Author Support routine tasks.

• Generated Word and Excel documents required for keeping personal and payment information on staff and volunteers. • Helped the marketing team stay on top of member inflow by generating a custom Excel spreadsheet to keep customer details and a communications log of all interactions with each customer.• Made updates to the Mail Chimp database, and merged customer data with that from the Auxilia (mail) system. Analyzed email rejections and passed on customer data to staff when needed.• Organized documents, files, and office items electronically and physically.

• Developed Excel Spreadsheets to manage all stages of the Publication Schedule and keep track of workflow for different staff. Helped to avoid bottlenecks caused by putting too much work on any given staff member, or having periods where costs pile up.• Kept the Publication schedule up to date. Added new books and adjusted the schedule as needed.• Sent out weekly color-coded emails to team members to highlight priority tasks and list any tasks pending.• Assisted in Financial planning and created an Excel spreadsheet to predict future cash flow based on different scheduling options. This helped to significantly reduce moments of inadequate cash flow or excessive spending.