Client Success & Operations VA | CRM Admin | Salesforce, GoHighLevel & Excel VBA | 3 Yrs Global Experience

Virtual Assistant | Client Success | CRM & Admin Specialist

I help businesses save time and stay organized through CRM administration, Excel automation, and reliable back-office support. With 3+ years of experience at ISS STOXX, Financial Times, and LSEG, I’ve streamlined onboarding, reporting, and workflows for global teams. I also supported international clients remotely with calendar and email management.

Core Services:
• CRM Administration & Data Accuracy (Salesforce, Guardian, GoHighLevel)
• Excel VBA Automation & Reporting (macros, pivot tables, dashboards)
• Calendar & Email Management (Outlook, Gmail, across EST/PST/AEST)
• Workflow Automation (Zapier, integrations, process streamlining)
• Document & File Organization (Google Drive, OneDrive, Notion)
• Admin & Executive Assistance (meeting notes, task tracking, project coordination)
• Quality Assurance & Data Auditing (95%+ accuracy, compliance checks)
• Customer Success & Onboarding Support (account setup, client enablement, usage reporting)
• Process Improvement Consulting (identify bottlenecks, design automation solutions)
• Team Communication & Coordination (Slack, Trello, Jira, async updates)
• Social Media & Content Support (basic Canva graphics, scheduling posts)
• Data Validation & Cleanup (error-free datasets, reliable reporting)

I work independently, communicate clearly, and deliver accurate results without constant supervision. My goal is to help your team stay organized, save time, and focus on growth.