Business Operations Specialist | Systems & Workflow Management

Verified

$9/hr

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Outline

Looking for Full-Time work (8 hours/day) at $9/hour

Bachelor's Degree

English proficiency Fluent

Professional Summary

Business Operations Specialist with 8+ years of experience supporting business owners and teams across home services, construction, financial services, and real estate. I specialize in streamlining day-to-day operations, CRM and pipeline management, workflow coordination, client communication, scheduling, invoicing, reporting, and administrative systems.

I have hands-on experience managing leads from intake through follow-up, coordinating projects and schedules, maintaining CRM data, tracking accounts receivable and invoices, preparing operational reports, documenting SOPs, and improving internal workflows. I am comfortable working independently, identifying operational gaps, and building organized systems that keep teams accountable and projects moving.

Tools I have worked with include JobNimbus, QuickBooks Online, Google Workspace, Microsoft Office, CompanyCam, Hover, SumoQuote, Canva, and various CRM and communication platforms.

Skills & Experience

Skills

Administrative Management 5-10 Years

Executive Support 5-10 Years

Operations & Workflow Management 5-10 Years

Client Relationship Management 5-10 Years

Business Operations 5-10 Years

Experience highlights

Finance Executive Assistant | Business Operations

Next Phase Advisors · March/2023 – Present

Managed executive operations, CRM workflows, client servicing, scheduling, and backend processes. Developed SOPs, dashboards, and reporting systems to improve workflow efficiency and operational visibility. Streamlined task management and reporting processes, improving team efficiency by 30%.

Real Estate Executive Assistant | Operations Support

Clearpoint Commercial · November/2020 – Present

Managed CRM workflows, scheduling, client communications, documentation, and day-to-day operations for a commercial real estate team. Coordinated multiple projects and maintained structured follow-up systems to improve workflow efficiency and response times.

Real Estate Virtual Assistant | CRM & Lead Operations

Phonebeast · February/2020 – Present

Managed outbound prospecting, lead qualification, CRM pipelines, follow-ups, and appointment scheduling. Maintained accurate lead records while consistently working toward performance and lead-generation targets.

Operations & Administrative Support | Home Services

Silver Leaf Contracting · January/2019 – Present

Coordinated project workflows, scheduling, customer communication, invoicing, CRM management, and operational tracking. Worked across customers, vendors, suppliers, and internal teams to keep projects organized, documented, and on schedule.

Customer Service Representative | CRM Support

VAHouse · June/2018 – Present

Managed inbound and outbound customer support across phone, email, and live chat. Maintained CRM records, customer follow-ups, and multiple concurrent inquiries in a fast-paced remote environment.

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