I need help answering these qurstion please make up answered based on question.
Please provide examples of your experience as it relates to each duty listed below.
- Responsible for overseeing project management
- Creating, updating, and maintaining new automated processes as identified for efficiency; overseeing organizational SOP and key systems within all areas of the business: marketing, sales client onboarding, customer success
- Maintaining electronic files
- Internal/Partner Liaison / Customer success
- Oversee client and bookkeeping information flow for customer success – ensure information needed is always available to client team and customers
- Analytical creation and management; monthly financial reports, building dashboards, managing data; building spreadsheets
- New client intake/onboarding; processing getting started documentation *
- Setting up client payments portal; liasoning the signing of contracts *
- Managing prospects/lead follow up; maintaining member portal *
- Managing CEO email; review, draft responses, add to task management, crafting correspondence *
- Manage CEO Schedule; coordinate meetings, provide necessary prep items, document follow up items Creating and developing outreach process for networking to develop new business *
- Communications support; blog post, social media content calendar and scheduling, weekly newsletter, manage mailing list
Please keep answeres to simple but detailed.
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