Senior Virtual Assistant | Operations & Sales Support

Led a team of virtual assistants and sales representatives, managing sales operations, coaching and quality assurance, KPI and conversion tracking, data analysis, and reporting. Facilitated regular team meetings, monitored call quality, optimized workflows, and supported leadership with actionable insights to improve sales performance and operational efficiency.

Handled customer and sales support for a credit repair business, assisting with client inquiries, lead qualification, intake, documentation, and coordination between sales, operations, and customer service teams.

Managed and coached virtual assistants and sales reps to improve performance and accountability.

Used HubSpot CRM to support marketing and sales efforts by managing contacts, tracking leads, updating deal stages, and maintaining accurate data for reporting and follow-ups.

Coached and supported sales representatives and virtual assistants in a credit repair business to improve call quality, compliance, and overall performance.

Provided day-to-day administrative support including documentation, scheduling, data handling, coordination, and general office assistance to support smooth operations.

Supported executives with calendar management, coordination, documentation, and internal communication.

Used Microsoft Dynamics 365 to manage customer and sales data, update records, track activities, and support reporting and follow-ups.

Managed tasks and workflows using Trello to support team coordination and project tracking.

Maintained accurate data entry and record updates across CRMs, spreadsheets, and internal systems.

Created marketing and social media visuals using Canva, including posts, basic layouts, and promotional materials.

Managed Calendly scheduling by setting up event types, monitoring bookings, handling reschedules and cancellations, and ensuring accurate calendar coordination.

Utilized AI tools to support operations and sales workflows, assist with reporting, content drafting, data organization, and task efficiency.