• Manage calendars and inboxes for 7 advisors, coordinating 10 meetings and follow-ups per week with zero missed appointments.
• Triage and respond to 60+ daily emails and client social media inquiries across multiple inboxes and channels, prioritizing time-sensitive requests and maintaining an average response time of under 4 hours.
• Managed CRM data entry and lead tracking for 100+ active leads, enhancing advisor follow-up visibility.
• Designed and maintained comprehensive tracking sheets in Google Sheets/Excel to monitor scheduled advisor calls, daily operational reports, and real-time sales pipeline status.
• Configure and manage Zoom sessions and Fathom AI recorders to capture, transcribe, and document advisor meetings.
• Researched and compiled business development materials for 10 advisor recruitment conversations monthly.

• Managed client communication channels, handling email correspondence and social media responses to ensure prompt, professional engagement with client accounts.
• Maintained accurate CRM records for 1,000+ active client accounts, facilitating effective tracking of client interactions.
• Prepared 30+ invoices and payment links per month using Fanbis, SwipeSimple, and supporting platforms, ensuring on-time client billing with zero payment disputes.
• Coordinated scheduling and meeting preparation across 5+ departments, streamlining communication and reducing lead hand-off delays.
• Created internal tracker sheets for scheduled calls, performance metrics, and client sales milestones, improving visibility across departments.
• Transcribed and reviewed audio logs, video recordings, and YouTube content to extract meeting minutes, summaries, and key data points.

• Resolved 100+ escalated billing, order, and account issues per week via proactive outbound calls, emails, live chats maintaining a 100% customer satisfaction score.
• Managed account tasks and chat support, consistently achieving program performance metrics.
• Supported frontline agents with real-time assistance, enabling achievement of 95% of monthly service targets.

• Processed high-volume account requests, disconnections, and system transfers, ensuring service continuity for customers.
• Collaborated with error resolution teams to resolve escalations and minimize recurring issues.
• Acted as team lead during manager absences, maintaining workflow and service levels for a team of 100.
• Managed B2B telecommunications requests involving the porting and importing of wholesale numbers across U.S. carriers, serving as the primary point of contact and coordinating with providers to resolve issues efficiently.