I keep two things running for business owners: the day-to-day admin, and the systems behind it.
Day-to-day, that means inboxes, calendars, files, and task tracking — handled without hand-holding. Behind the scenes, I build and maintain CRM workflows, custom reporting trackers, and vendor performance reports that give owners a clear, accurate view of what's actually happening in their business.
I currently work as a CRM Administrator and Reports Manager for a US-based company, managing two CRM platforms, building trackers used for real team decisions, and running a recurring vendor performance reporting cycle that tracks ROI across multiple vendors. Same structure, same accuracy, applied to general admin: organized files, clean inboxes, calendars that reflect actual priorities.
Need routine admin handled reliably, plus the tracker or CRM cleanup you've been putting off? I do both, with minimal ramp-up.
•Key Services
Executive & General Admin Support
•Inbox and calendar management (Calendly, Google Calendar)
•File organization and document setup (Google Drive)
•Task and project tracking (Trello)
•Meeting coordination (Zoom)
CRM & Data Systems Operations
•CRM setup, administration, and cleanup
•Lead management and data entry
•Database auditing and accuracy checks
•Workflow and pipeline tracking
•User onboarding/offboarding in CRM platforms
Vendor Reporting & Custom Trackers
•Custom Google Sheets/Excel tracker design and maintenance
•Recurring performance reporting (weekly, biweekly, monthly)
•ROI and vendor performance tracking
•Data reconciliation across multiple sources
•Dashboard-style reporting for fast decisions
•Technical & Tool Toolkit
Productivity & Collaboration Google Workspace (Sheets, Docs, Forms, Drive, Gmail, Calendar), MS Office (Excel, Word), Trello, Slack, Zoom, Calendly
CRM & Data Systems CRM administration and reporting (lead tracking, pipeline management, database cleanup)
Reporting & Analysis Google Sheets/Excel (formulas, pivot tables, custom trackers), performance reporting, data reconciliation
AI-Assisted Productivity ChatGPT, Claude AI (used for drafting, research, workflow support)
Design Canva (basic document and visual design)
Need your inbox and calendar handled today, plus the tracker or CRM cleanup you've been putting off? Click "Invite to Job" and let's talk about what's slowing your operations down.
