Client Journey & Sales Systems Specialist for Health Coaches and Financial Services Professionals

Verified

$8/hr

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Outline

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

Bachelor's Degree

English proficiency Conversational

Professional Summary

I Build, Design High-Converting & Fully Automated Funnels for Coaches, Entrepreneurs, and Serviced-Based Professionals

Skills & Experience

Skills

Email automation and marketing funnel setup 1-2 Years

Database & CRM Management 5-10 Years

Experience highlights

Virtual Assistant

Livelyhood Enterprise · February/2025 – Present

• Multichannel Support: Manage high-volume customer inquiries across Facebook using Meta Business Suites and Pancake CRM.
• Lead Conversion: Identified cross-sell and upsell opportunities during client interactions,
contributing to a measurable increase in monthly sales growth.
• Administrative Coordination: Scheduled high-priority appointments between sales team and logistic department.

Funnel Builder & SMM

Feel on Point · June/2025 – Present

Virtual Assistant

Upwork · March/2020 – Present

Financial Executive

BDO Life Assurance Company Inc. · January/2017 – Present

Customer Sales Support

Rustans Commercial Corporation · November/2013 – Present

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