Certified Since:: 10/2019
Certified Online Business Manager
As an OBM, I help my clients put the right processes, systems and team members in place to scale their businesses and transition from entrepreneur to CEO.
You built your business to live a life by design, on your own terms. Let's work together to keep you in that CEO seat and out of the day-to-day!
Here's where I would step in:
Managing projects and keeping team members on task to ensure timely completion
Creating Standard Operating Procedures and establishing the right automations to ensure streamline processes
Reviewing Metrics to understand what's working and what's not
Assisting with Sales Development and Marketing efforts and Sales Coaching
Certified Online Business Management | Associates in Business Administration | Time Management | Team Management | Project Management | Systems & Automation | Standard Operating Procedures
HIGH-LEVEL STRATEGIST | PROBLEM-SOLVER | RELATIONSHIP MANAGEMENT | SALES DEVELOPMENT | SALES COACHING | STRONG MARKETING BACKGROUND (TRADITIONAL & DIGITAL STRATEGIES) | HIGH LEVEL ORGANIZATION SKILLS | WELL-VERSED IN THE FINANCIAL INDUSTRY | PRIOR EXPERIENCE AS A SOCIAL MEDIA MANAGER AND MARKETING STRATEGIST
English & Spanish
Trello | Clickup | Airtable | Salesforce | Zoom | Skype | Canva | Wordpress | Shopify | Convertkit | Mailchimp | Google Analytics | GSuite | Google Drive (and all other google applications) | Dropbox | Planoly | Later | Quickbooks | Wave | Lastpass | Andco | Toggl | Zapier | Acuity | Concur | BMO Spend dynamics | And many others