Hi, I'm Jedy.
I'm a CPA with experience in project coordination, client management, process improvement, and audit.
Over the past few years, I've worked with service-based businesses and digital agencies, supporting 80+ client engagements involving project management systems, CRM implementations, workflow optimization, and client onboarding processes.
My experience includes:
• Project coordination and project tracking
• Client management and team collaboration
• Process documentation and SOP creation
• ClickUp and Dubsado implementation support
• CRM migrations and workflow optimization
• Administrative and operational support
I'm highly organized, detail-oriented, and comfortable working with remote teams and clients across different industries.
Tools:
ClickUp, Dubsado, Zapier, Google Workspace, Microsoft Office, ChatGPT, QuickBooks, and Xero.
Currently seeking remote opportunities in project coordination, project management support, client success, and related roles.
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: Less than 6 months
Experience: 2 - 5 years
Experience: Less than 6 months
“I can find little blocks of time to focus so we can scale this business.”
Clearman Lawyers
SEE MORE REAL RESULTS“They're not only loyal and hardworking, they're super detail oriented!”
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