Current Employment Status:
Hired Full Time on Oct 22, 2025
About Me:Hi, I’m
How I Can Support You: Client Success & Admin SupportCRM management (HubSpot, Zoho, Salesforce
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
Experience: 5 - 10 years
Skilled in handling customer inquiries across multiple channels with professionalism and empathy using tools like Zendesk, Freshdesk, and Intercom.
Experience: 5 - 10 years
Proficient in Docs, Sheets, Excel, Word, and Outlook for documentation, reporting, data management, and team collaboration.
Experience: 5 - 10 years
Efficient in managing calendars, coordinating across time zones, and automating bookings to save time and reduce scheduling conflicts.
Experience: 5 - 10 years
Proven ability to nurture B2B accounts, build strong relationships, and support strategies that increase client satisfaction and retention.
Experience: 5 - 10 years
Experienced in managing day-to-day admin tasks including email, scheduling, documentation, and reporting to keep operations running smoothly.
Experience: 5 - 10 years
Sales Support & Lead Generation
Experience: 5 - 10 years
Experienced in creating clear Standard Operating Procedures (SOPs) and workflow documentation to improve consistency and efficiency.
Experience: 5 - 10 years
Capable of prospect research, list building, outreach, and follow-up to generate qualified leads and support the sales cycle
Experience: 5 - 10 years
Capable of prospect research, list building, outreach, and follow-up to generate qualified leads and support the sales cycle.
Experience: 5 - 10 years
Detail-oriented in data input, database cleanup, and accuracy checks, consistently maintaining 99%+ error-free records.
Experience: 5 - 10 years
Experienced in creating clear Standard Operating Procedures (SOPs) and workflow documentation to improve consistency and efficiency.
Experience: 5 - 10 years
Proven ability to nurture B2B accounts, build strong relationships, and support strategies that increase client satisfaction and retention.
Experience: 5 - 10 years
Detail-oriented in data input, database cleanup, and accuracy checks, consistently maintaining 99%+ error-free records.
“I can find little blocks of time to focus so we can scale this business.”
Clearman Lawyers
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