Executive AssistantExecutive Assistant

Key Achievements:

Owned high-volume inbox and phone-based communication, serving as the primary point of contact for client inquiries, follow-ups, and enrollment support in a fully remote environment. Managed scheduling, documentation, and follow-up workflows to ensure timely resolution of client requests and smooth coordination between sales, support, and operations teams. Maintained accurate records of client interactions, enrollment data, and compliance documentation while handling sensitive personal and financial information with discretion. Prepared summaries of customer interactions, enrollment status, and pending action items to support leadership decision-making and daily prioritization. Conducted research and product reviews, clearly summarizing options and next steps to reduce back-and-forth and improve client experience. Proactively tracked outstanding tasks and documentation gaps, preventing delays and improving overall operational efficiency.

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, Go High Level, 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. 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.

Key Achievements:

Supported leadership and legal operations by managing sensitive client communication related to debt recovery, payment arrangements, and case follow-ups. Served as the primary point of contact for clients, independently handling inquiries, negotiations, documentation, and status updates with strict confidentiality. Maintained accurate case files, client records, and contractual documentation in line with internal policies and regulatory requirements. Coordinated workflows between legal, finance, and operations teams to ensure timely case progression and resolution. Prepared concise summaries and updates for leadership on case statuses, risks, and operational bottlenecks to support informed decision-making. Contributed to process improvements that reduced response times and improved overall operational efficiency. 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, timesensitive arrangements, and follow-ups, ensuring nothing critical fell through the cracks.