Process Optimization: Analyze, improve, and automate business processes and workflows for enhanced efficiency and accuracy.
Project Management: Lead projects from initiation to completion, ensuring meticulous documentation and successful delivery.
Standardized Procedures: Develop clear and concise SOPs and project documents for consistent operational execution.
CRM Implementation & Management: Configure, customize, and manage client accounts within your chosen CRM platform.
Team Collaboration & Performance: Oversee team tasks, monitor KPIs, generate insightful reports, and conduct CRM training sessions.
Project Implementation: KPI creation, Budgeting, Implementation, Monitoring, Evaluation, Analysis, OKRs & Metrics tracking.
Process Management: Project plan, team management, Project schedule, change management, risk management, stakeholder management, project lifecycle, workflow planning.
Research
Writing Correspondence.
Social Media Management
Travel Arrangements and Planning
Calendar Management/Appointment Scheduling.
Proficient in data entry, invoice, and expense report
Research, email management, and calendar organization.
Customer Service~ Emails/Tickets/Chat Support.
Strong organizational, time management, and communication skills with proficiency in office applications.
Schedule meetings, oversee clerical staff performance, and maintain confidentiality.
CRM Setup & Configuration
Workflow Automation & Optimization
Custom Template Creation (including forms!)
Project Management & Support
Team Training & Onboarding
Reporting & Dashboard Creation
Project Support: Project Planning & Scheduling, Communication Management, Project Documentation, Issue Tracking & Escalation,
Data Management: Data Gathering & Elicitation, Reporting
Collaboration: Stakeholder Management, Team Collaboration
Organization: Time Management, Prioritization, Team Management, Coordinate and Facilitate Meetings
Project Management Tools: MS Project, ClickUp, Monday.com, Jira, Confluence, Trello, Asana, Basecamp, MS Project, Visio, Wrike, Freedcamp, and others
Communication Tools: MS Teams, Slack, Email, Discord
Documentation Tools: MS Office Suite (Word, Excel, PowerPoint)
Admin Tools: Canva, Google Suite, Canva, Hubsport, Calendly, Zoom, Notion, and others
Project Management Methodologies: Waterfall, Agile (Scrum & Kanban)