With 5+ years of experience in executive support, operations, and client-facing roles, I’ve worked closely with CEOs and cross-functional teams to manage communication, improve workflows, and support marketing and sales initiatives. I thrive in fast-paced environments where organization, quick decision-making, and precision are essential.
I also bring strong experience in leadership and client qualification. As a Team Lead for Qualification, I handled two markets (English and French), supporting business owners in evaluating and processing their funding requests. I trained new qualification officers and developed SOPs and training materials to improve team performance and consistency.
Additionally, as a Sales and Admin Assistant, I supported onboarding for new installations, renewals, and account updates for employee benefit plans (medical, dental, vision, and other corporate coverage). I coordinated directly with insurance carriers to request quotes and ensure smooth processing for clients.
Here’s how I add value:
* Executive calendar & inbox management
* Professional client & stakeholder communication
* Clear meeting notes with action steps
* Project management (
* CRM management (Salesforce)
* Account updates (Sage X3)
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* Canva marketing assets
* B2B lead generation & funding pre-qualification
* Team leadership, training & SOP development
* Cross-market client qualification (English & French)
* Insurance onboarding, renewals & carrier coordination
If you’re looking for a reliable Executive Assistant who can also operate as an extension of your business operations, let’s connect.
Experience: 2 - 5 years
Experience: Less than 6 months
Experience: Less than 6 months
Experience: 2 - 5 years
Experience: 1 - 2 years
Experience: 6 months - 1 year
Experience: 1 - 2 years
“I had this VA that I could turn things over to made it a lot easier”
Kyle Mckenna
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