Executive Assistant | Operations Coordinator | CRM, Xero & Admin Support

Skilled in managing CRM records, sales pipelines, customer data, meeting logs, lead follow-ups, and client communication using HubSpot and GoHighLevel. Experienced in keeping pipelines updated and improving follow-up visibility for sales and founder-led teams

Experienced in coordinating daily operations, creating SOPs, managing workflows, tracking tasks, supporting internal teams, and improving admin processes using tools like Process Street, GoHighLevel, Microsoft Teams, SharePoint, Excel, Claude AI, and ChatGPT.

Over 3 years supporting founders, CEOs, directors, and operations teams with calendar management, inbox support, meeting coordination, travel planning, task follow-ups, documentation, CRM updates, and day-to-day admin support across different time zones.

Experienced in bookkeeping support, daily receipting, payment allocation, accounts receivable, accounts payable, invoice follow-ups, reconciliation checks, and balance checking using Xero, Wave, Excel, and internal finance trackers.

Managed Instagram, Facebook, LinkedIn, and TikTok for multiple brands, developing content strategies, scheduling posts, and engaging with audiences to increase followers by up to 30% and improve conversions by 15%.

Handled customer and client enquiries, quote requests, order updates, issue resolution, supplier coordination, patient follow-ups, and payment-related communication. Experienced in maintaining clear communication and supporting high customer satisfaction.

Processed daily receipts, supported payment allocation, checked balances, assisted with monthly reconciliation checks, and followed up outstanding payments using Xero and finance trackers.

Managed customer records, meeting logs, sales pipelines, lead follow-ups, quote tracking, and prospect databases in HubSpot. Experienced in supporting sales teams and executives with clean CRM data and follow-up visibility.

Built structured SOPs, onboarding checklists, offboarding workflows, daily admin processes, and task templates to improve consistency and reduce repeated manual instructions.

Experienced in updating GoHighLevel pipelines, customer records, workflows, website pages, landing pages, and follow-up tasks. Used GHL to support sales, operations, patient communication, and service-based business processes.

Designed branded graphics, marketing materials, and client presentations. Created pitch decks, social media posts, and flyers that strengthened brand presence and supported campaign success.

Created workflows, SOPs, checklists, templates, and admin processes to reduce manual work and improve daily operations using Process Street, AI tools, CRM systems, and spreadsheets.

Supported patient coordination, practitioner scheduling, medical billing, records management, claims follow-ups, remittance checking, and communication with insurers, WorkCover, legal firms, and government agencies.