Embedded Files
Operations, Project Management & Client Success Support
Supported a growing organization through operational strategy, project management oversight, client success coordination, and systems implementation. Focused on creating scalable processes, improving team communication, and building operational infrastructure to support long-term growth.
Operations & Systems
Implemented and optimized internal software systems
Created SOPs and training documentation for all software platforms
Developed a centralized Business Tool Guide outlining:
Purpose and function of each tool
Team ownership and usage
Integration between systems
SOPs and training resources
Built and standardized project management workspaces
Developed automations and workflows to improve operational efficiency
Conducted software and user account audits
Recommended and implemented tools to improve internal collaboration and documentation
Created onboarding and offboarding protocols for both clients and team members
Standardized:
Team communication processes
Slack check-in systems
Annual team reviews
Communication standards
Project Management
Managed project timelines and budget estimations
Coordinated cross-functional teams and deliverables
Oversaw project management workspaces and organizational systems
Built team allocation and capacity planning systems
Developed reporting tools to track:
Time worked vs. team capacity
Team availability
Project completion status
Time-sensitive workload indicators
Created weekly operational and project success reports
Presented operational insights and recommendations to executives
Client Success Management
Led client meetings and ongoing communication
Coordinated deliverables across teams and stakeholders
Managed retainer maintenance and monthly project summaries
Communicated scope changes and scope creep proactively
Analyzed monthly performance data to determine future project scope and support needs
Executive Assistance, Foundation Operations & Venture Capital Support
Provided high-level executive and operational support across business operations, foundation management, and venture capital administration.
Executive Assistance
Managed executive calendars and scheduling
Handled professional email correspondence
Assisted with initiative prioritization and strategic support
Supported ongoing projects and operational needs
Conducted business and market research
Family Foundation Support
Served as the first point of contact for organizations requesting funding
Conducted preliminary vetting of grant opportunities
Managed accounting coordination and fund balancing
Oversaw accounting team communication and workflows
Maintained internal tracking systems and organizational documentation
Venture Capital Operations
Managed investor and partner correspondence
Reviewed and finalized capital agreement documentation
Implemented standardized operational processes
Coordinated accounting processes and capital call balancing
Oversaw internal tracking systems and operational documentation
Managed accounting team coordination and reporting
Asana Implementation & Marketing Operations Management
Led the implementation and long-term management of a customized Asana ecosystem to improve operational visibility, team collaboration, and client delivery processes.
Asana Implementation
Transitioned the organization from Microsoft Teams and Planner into Asana
Built a fully customized Asana workspace tailored to operational needs
Created SOPs and workflow documentation for team adoption
Provided ongoing support, maintenance, and optimization of the platform
Team & Project Management
Managed team workflows and operations
Facilitated weekly team meetings and check-ins
Maintained portfolio and project status reporting
Oversaw project timelines and task accountability
Client Success
Led weekly client meetings and communication
Coordinated client deliverables and ongoing project updates
Ensured alignment between internal teams and client expectations
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