Digital Marketing/ Social Media Management
• Creating marketing campaigns including:
• Planning and strategizing content calendar.
• Creating engaging social media contents using:
o Photo-editing software:
• Canva
• Photoshop
o Video-editing software:
• Capcut
• VLLO
• Writing copy/ captions for posts.
• Researching hashtags.
• Integrating landing pages
• Knowledge on running social media ads and google ads.
• Community management.
• Reporting campaign success based on KPIs.
Podcast Management• Podcast editing• Creating (reels) content out of podcast videos• Pitching to potential podcast guests• Assisting with podcast preparations• Creating podcast notes
Lead Management/ Customer Relationship Management
• Vetting and managing qualified leads
o Follow-up on qualified warm/hot leads.
• Customer loyalty
o Creating customer journey to keep customers in the business loop.
o Creating loyalty programs.
• Customer satisfaction
o Process on getting feedback from customers.
o Analyzing data from customer’s feedback and behavior.
o Using data to create marketing campaigns to target existing or lost
warm/hot leads
Client Support/ Client Onboarding
• Managing client support requests
• Orchestrating the Client Onboarding Process, including:
o Accounts Management,o Implementation of Investment Plan,
o Training Sessions as needed, and
o Generating Quarterly Reports.
• Designing and implementing CRM app automations.
Executive Technical Assistant/ Virtual Assistant
• Assisting the CEO by handling adhoc assignments.
• Email management
• Appointment scheduling
