

Business Administrator with experience in operational support, customer service, and process improvement in accounting firms and service-based environments. I have supported IRS tax-related processes, client data management, case follow-ups, and reporting. I specialize in structuring processes, ensuring data quality, and improving customer experience. Analytical, well-organized, and motivated to grow into operations and accounting support roles.
Operational & Administrative Support
Client Communication & Customer Support
Process Improvement & Documentation
Data Analysis & Reporting
CRM Management
Project Coordination
Problem Solving & Attention to Detail
Customer Experience (CX) & Service Optimization
TOOLS & SYSTEMS
HubSpot CRM (administration, pipelines, reporting, data quality)
Power BI (dashboards, KPIs, data visualization)
Apolloio (lead research, segmentation, CRM updates)
Microsoft Excel & Google Sheets (analysis, tracking, tracking systems)
Process documentation tools (SOPs, knowledge bases)