Executive Assistant | Operations & Systems | Web DeveloperExecutive Assistant | Operations & Systems | Web Developer
Ian
ID Verified$1,700
per month
($10/hour)
Profile Description
Executive Virtual Assistant and Operations & Systems Specialist with 5+ years of experience supporting U.S.-based founders, executives, and growing businesses. Skilled in executive support, calendar and inbox management, project coordination, CRM management, workflow optimization, documentation, and day-to-day business operations. I also specialize in AI-assisted web and software development, business automation, CRM/workflow systems, API integrations, and building practical digital solutions t...
Top Skills
Skills & Expertise
Skill Levels Explained:
💡 Hover over any skill level to see exact years of experience
AI & Automation
Customer Success
Data & Analytics
E-commerce & Marketplace
Marketing & Growth
Sales & Business Development
Virtual Assistance & Admin
Real Estate Operations
Software Development
Specialized Skills
Work Experience
AI & Automation Engineer | Operations & GHL Systems Specialist| Ai-Assisted Web and Software Developer
Freelance
Dec 2024 - Present
Key Achievements:
• Partner with founders, associations, and remote teams to audit, clean, and restructure CRM systems, primarily within GoHighLevel (GHL), while also supporting broader operations, automation, reporting, and process design needs. • Design and implement AI-assisted workflows, intake systems, lead management processes, transcript-based reporting, internal notifications, and operational dashboards that reduce manual work and improve visibility across teams. • Build and optimize sales pipelines, forms, landing pages, lead routing processes, tags, workflows, and reporting structures to improve follow-up discipline, conversion visibility, and operational accountability. • Use tools including GoHighLevel, n8n, Google Workspace, API integrations, AI transcription/summarization tools, spreadsheets, and workflow builders to connect systems and streamline repetitive tasks. • Develop AI-assisted websites, web applications, internal tools, and software solutions tailored to specific business and operational requirements, using AI coding and development tools to accelerate implementation, testing, troubleshooting, and iteration. • Translate business requirements, workflows, and founder ideas into functional digital products, web interfaces, internal systems, and automation-ready technical solutions. • Build and modify responsive web pages, landing pages, forms, dashboards, and business-facing digital experiences, integrating them with CRM, automation, APIs, and other operational systems where required. • Use AI-assisted development workflows to prototype, build, debug, refine, and maintain software and web-based solutions while applying practical judgment around usability, business requirements, integrations, and scalability. • Diagnose and resolve system inefficiencies caused by overlapping implementations, unclear ownership, manual handoffs, duplicate data, poor field mapping, and disconnected CRM processes. • Map complex business processes from raw founder ideas or team conversations into clear operating workflows, handoffs, checklists, dashboards, and automation-ready requirements. • Create internal reporting workflows that summarize call activity, lead behavior, objections, requested services, follow-up needs, and operational performance for management review. • Support ongoing system maintenance, documentation, team adoption, process refinement, and cross-functional implementation across sales, operations, compliance, support, and marketing functions. • Supported clients under confidentiality and non-disclosure expectations; specific client names and project details are intentionally limited due to client agreements and discretion. • Planned, launched, and managed Meta advertising campaigns for freelance clients, including the National Dump Trucking Association (NDTA), supporting paid lead generation and campaign visibility across Facebook and Instagram. • Worked in Meta Ads Manager to structure campaigns, ad sets, audiences, placements, and budget pacing; reviewed delivery and performance data to guide testing and optimization decisions. • Partnered with founders and content teams on paid-media strategy, connecting campaign objectives, landing pages, lead intake, CRM workflows, and follow-up processes so paid traffic could be tracked and acted upon.
Executive Assistant | Operations, Sales & Customer Success Support
Aventus LLC – Charleston, South Carolina (US-based) | Remote
Mar 2022 - Aug 2025
Key Achievements:
Supported senior managers and campaign leaders as an operational right-hand in a high-volume, fully remote environment, responsible for executive support, workflow coordination, CRM integrity, and cross-functional communication. • Delivered day-to-day customer support via email, chat, and phone using Gorgias, Zendesk, GoHighLevel, Five9, and RingCentral, handling inquiries related to subscriptions, billing, refunds, order status, and account access. • Managed Shopify operations including order issues, subscription changes, cancellations, refunds, inventory-related inquiries, and vendor coordination with minimal executive involvement. • Reduced executive administrative workload by approximately 35-40 percent by independently managing calendars, inboxes, follow-ups, reminders, and task prioritization using structured systems. • Designed, maintained, and improved GoHighLevel automations, pipeline stages, lead follow-up workflows, contact records, and sales tracking processes to improve CRM visibility and reduce manual follow-up gaps. • Identified repetitive operational tasks and introduced automation opportunities across customer support, sales follow-up, reporting, CRM hygiene, and internal workflow coordination. • Created and maintained operational clarity by organizing projects, tasks, workflows, and SOP documentation across Asana and Notion, providing leadership with real-time visibility into priorities and progress. • Acted as the primary communication hub between executives, customers, sales agents, support agents, and vendors, synthesizing large volumes of information into concise updates and clear next steps. • Supported executive decision-making by gathering, analyzing, and reporting data related to sales performance, customer issues, churn and retention risks, subscription metrics, and operational bottlenecks. • Handled confidential and sensitive matters including customer escalations, billing disputes, subscription changes, refunds, chargebacks, and internal performance issues with discretion and sound judgment. • Maintained clean, accurate CRM and ticketing systems to reduce resolution times, minimize billing disputes, and prevent repeat contacts for unresolved issues. • Coached and supported a team of 12 sales and customer support agents through call reviews, documentation, process guidance, and quality feedback, improving consistency, execution quality, and customer experience. • Coordinated recruitment and onboarding by pre-screening candidates, scheduling interviews, preparing documentation, and ensuring new hires were operationally ready from day one. • Handled personal-adjacent executive tasks such as reminders, priority tracking, time-sensitive arrangements, and follow-ups, ensuring nothing critical fell through the cracks. • Performed outbound sales activities including lead outreach, follow-ups, and pipeline engagement using GoHighLevel (GHL) and dialing tools, contributing directly to revenue generation. • Consistently performed strongly in sales activities through effective objection handling, lead qualification, and clear, persuasive communication. • Maintained and improved CRM structure within GoHighLevel (GHL), supporting pipeline visibility, lead tracking, workflow organization, and internal reporting. • Identified inefficiencies in sales and operational workflows and contributed to improving systems, processes, automation opportunities, and execution consistency. • Ran Meta advertising campaigns for Konscious Keto while at Aventus, supporting paid acquisition across Facebook and Instagram and coordinating campaign activity with e-commerce, customer support, sales, and operations workflows. • Monitored campaign delivery and performance in Meta Ads Manager; supported audience, creative, copy, placement, budget, and campaign-structure decisions using data rather than assumptions.
Administrative & Operations Support | Customer Service & Dispatch (Part-Time)
SRR Group – Texas, United States | Remote
Jan 2021 - Mar 2023
Key Achievements:
Provided administrative, operational, and customer service support in a time-sensitive, high-pressure remote dispatch environment serving customers across multiple U.S. states. Handled inbound and outbound communications, verified customer information, and coordinated service delivery between customers and third-party vendors. Maintained accurate operational records and logged tickets in Zoho CRM to support billing, reporting, auditing, and dispute resolution. Supported management decision-making by tracking service statuses, identifying delays, and proactively following up to ensure timely resolution. Processed payments and handled billing inquiries with professionalism, empathy, and attention to detail, helping maintain customer trust and satisfaction. Maintained a calm, customer-oriented approach when handling complex, high-stress, or emotionally charged situations.