About Me:Hi, I’m ----------- — a Client Success & Healthcare Virtual Assistant with over 5 years of experience supporting businesses and medical practices across the U.S. I help entrepreneurs, teams, and clinics stay organized, retain clients, and maintain efficient systems. Whether it’s managing your CRM, onboarding clients, verifying insurance, or responding to customer inquiries — I make sure every process runs smoothly and professionally.
How I Can Support You: Client Success & Admin SupportCRM management (HubSpot, Zoho, Salesforce)Email & calendar organizationSOP creation & workflow documentationProcess improvement and reporting
Sales Support & Coordination
Lead generation & outreach campaigns
Appointment setting & follow-ups
Pipeline tracking and reporting
Healthcare Virtual Assistance
Insurance verification & eligibility checks
Appointment scheduling & patient coordination
EMR/EHR management (Athenahealth, Kareo Clinical)
HIPAA-compliant communication & documentation
Tools I Use:HubSpot | Zoho | Salesforce | ClickUp | Notion | Zendesk | Freshdesk | Intercom | Google Workspace | Athenahealth | Kareo Clinical
Why Clients Love Working With Me:I combine organization, reliability, and care in every task. My goal is to help your business or practice stay efficient, compliant, and client-focused — so you can focus on growth and quality service.
Available 36+ hours/week | Long-term partnerships preferred
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