Executive Assistant | Business Operations Lead
Cebu
I’m an Executive Assistant and Business Operations Lead with over 6 years of experience supporting founders, CEOs, and remote teams. I started out in executive support, managing calendars, inboxes, meetings, follow-ups, travel, and day-to-day priorities. Over time, I took on more operational work and started building the systems behind the business. That has included SOP libraries, onboarding processes, KPI dashboards, training programs, project trackers, executive briefs, and AI tools for recurring tasks. I’ve worked across accounting and tax, healthcare sales enablement, apparel, dental and consumer products, and entertainment. I’m comfortable working directly with leadership, coordinating across teams, managing client communication, supporting hiring and onboarding, handling finance-related admin, and keeping projects moving. One thing I’m particularly good at is spotting where a process is slowing the team down and finding a better way to handle it. At Clear Profit 365, I helped improve client account health from 54% to over 80% and built a custom GPT that reduced bookkeeper matching from days to under five minutes. At SalesSparx, I built the company’s SOP structure, LMS, onboarding system, and reporting dashboards. I’m at my best when I can take ownership, keep the details organized, and help make things easier for the person I’m supporting and the team around them.
Truwear, part_time
Sep 2026 to Present
• Analyze and map current processes to find where work slows down or falls through. • Design process improvements and see them through to implementation. • Coordinate stakeholders across teams so new processes get adopted. • Build an SOP library and templates so knowledge stays with the business, not with individuals.
Truwear, part_time
Jun 2026 to Sep 2026
• Coordinated between clients, operations and the warehouse to keep orders moving and everyone aligned. • Promoted to Fractional Business Operations Analyst within three months.
SalesSparx LLC, full_time
Jan 2026 to Present
Promoted after taking ownership of more operational processes across internal and client projects. Supports CEO Maurice Gomez. OPERATIONS • Lead day-to-day work across internal teams, contractors and vendors so client and internal projects stay on schedule. • Built the company's SOP structure from scratch and keep it current; the library covers client project and engagement execution plus internal admin, finance, marketing and project coordination. • Built and run the company LMS on Cypher Learning: 10 courses of 5 to 8 AI-assisted modules each, used by 100+ learners, including assessments, user access and platform updates. • Built three Google Looker Studio dashboards for Learner Progress, Instructor Grading Progress and Learner Assessment. • Designed an onboarding system (tools and materials, 30-60-90 day plan, task dashboard) rated 95% by new hires in a 30-day survey. • Built a company project portfolio, client project dashboards and AI-assisted weekly project reports, giving leadership visibility into every client project without having to ask. • Build and maintain the dashboards, trackers and automated workflows that leadership and operations rely on. EXECUTIVE SUPPORT • Manage the CEO's calendar, inbox, internal and external meetings, and travel across time zones. • Capture meeting minutes and action items with AI tools. • Prepare a weekly executive brief covering wins, risks and blockers, decisions needed, and next week's priorities, so priorities are set before Monday. PEOPLE, FINANCE AND MARKETING • Coordinate hiring and onboarding, from candidate communication and interview scheduling to access setup and new-hire support. • Track invoices and expenses, prepare CEO payments and coordinate with vendors. • Create client marketing deliverables: program webpages matched to client branding, first drafts of blog posts, and AI-assisted presentations and pitch decks. • Write website performance and content reports for the web team, and turn AI-assisted LinkedIn performance analysis into a content calendar.
Clear Profit 365, full_time
Jun 2025 to Oct 2026
BOOKKEEPING AND TAX OPERATIONS • Managed operations across 6 bookkeepers, 4 tax team members and the firm's clients so deadlines and deliverables were met accurately and on time. • Raised client account health from 54% to 80%+ by building Client Account Health Trackers, running regular Client Account Health Reviews and setting up a Compliance Tracker for every deadline; the firm earned an 89.5% client rating. • Introduced quarterly performance reviews for the six bookkeepers, each including a conversation on operational improvements. • Spearheaded the build of 360centric.com with the CEO and web developers: one platform for client account health and every bookkeeping and tax engagement, pulling data automatically from QuickBooks Online and Xero. AI AND TRAINING • Built a custom GPT that recommends and scores the best bookkeeper for each new client, cutting matching from days to under 5 minutes (96% less effort). • Built custom GPTs for recurring work on the bookkeeping and tax teams. • Built training courses on DOR Filing and the Tax Coordinator role.
SalesSparx LLC, full_time
Nov 2023 to Jan 2026
Supported CEO Maurice Gomez. Promoted to Fractional Business Operations Lead in January 2026 after taking ownership of more operational processes across internal and client projects.
Clear Profit 365, full_time
Jun 2023 to Jun 2025
Initially supported CEO Simone Bachaud and COO Ellie James. EXECUTIVE SUPPORT AND CLIENT COMMUNICATION • Managed the inboxes and calendars of the CEO and COO. • Built a Daily Brief for each executive: calendar agenda with meeting purpose, emails sorted into Urgent: Action Needed, Urgent: To Respond, Follow-up and FYI, and AI-assisted draft replies ready to review and send. • Managed client communication workflows: document requests, tax appointment scheduling, client onboarding and offboarding, engagement follow-ups and payroll reminders. • Wrote SOPs, workflow documentation and templates for bookkeeping, client communication, hiring and onboarding. • Supported hiring with candidate communication, interview scheduling, offer letters and new-hire training.
Bisi, full_time
Jan 2023 to Jun 2023
• Mapped the client booking-to-feedback process end to end and pinpointed gaps and bottlenecks behind missed payments and overlooked clients. • Rebuilt the lifecycle into five stages (Client Intake, Booking Tracking, Payment Verification, Automated Scheduling, Post-Performance Follow-Up) running as one consistent process. • Designed booking forms in Asana and set Asana up as the single source of truth for every booking. • Built an automated workflow that fills the client's calendar as soon as payment is verified. • Documented every redesigned workflow as an SOP in Tango. • Result: leads and clients stayed engaged, payments went through smoothly, no gigs slipped through the cracks, and feedback was captured after every performance.
Gengyve USA, full_time
Jan 2020 to Jan 2024
• Supported Dr. Thad Connelly, founder, CEO and practicing dental surgeon, with calendar, inbox, scheduling and follow-ups while he ran a dental practice and a DTC brand. • Handled communication, order follow-ups and requests for the brand's wholesale and dental-professional accounts. • Worked with the internal team to resolve customer questions and product or order issues. • Set up a filing system for both dental patients and retail customers. • Wrote SOPs for admin, patient intake, customer order intake, marketing and payment processing. • Built patient and customer order intake forms in Asana, with every new order automatically assigned to Ops to pull and ship within 24 hours.