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I’m Jessi, a bilingual Operations and Client Experience Assistant with 12+ years of experience across healthcare administration, customer care, remote business support, and virtual assistance. I help founders, service providers, and small teams organize the backend of their business so they can spend less time managing details and more time serving clients, creating offers, and growing. My experience includes inbox and calendar management, client communication, scheduling, invoicing, payment support, CRM maintenance, onboarding, project coordination, SOP creation, research, spreadsheets, documentation, and workflow organization. I’m also experienced with sensitive information, confidential records, patient and client communication, and fast-moving administrative environments. I’ve supported nonprofits, speakers and coaches, wellness brands, podcasters, nutritionists, therapists, chiropractors, primary care providers, and other service-based businesses. This range has made me adaptable, detail-oriented, and comfortable stepping into different systems quickly. Tools I’ve worked with include Dubsado, Notion, Asana, Trello, Monday, ClickUp, Kajabi, KEAP, Etsy, Squarespace, Canva, QuickBooks, Google Workspace, Karbon, Egnyte, Slack, SimplePractice, Athena, TheraNest, and EPIC. I especially enjoy supporting unconventional, mission-driven, and community-centered businesses, including women-led brands, BIPOC-owned businesses, LGBTQ+ entrepreneurs, neurodivergent founders, cannabis-adjacent brands, spiritual or witchy businesses, wellness providers, artists, and spicy-content creators. My clients typically need someone who can bring order to the chaos, improve follow-through, organize systems, communicate professionally, and help the business feel more manageable behind the scenes. I can support you with: Inbox and calendar management Client communication and follow-up Client onboarding and offboarding CRM setup and maintenance Invoicing and payment support SOPs, forms, and internal documentation Project and task management Research and spreadsheet organization Squarespace updates Kajabi course updates Etsy and digital product support General operations and personal assistant support I bring structure, warmth, discretion, and resourcefulness to my work. My goal is to make your business feel lighter, smoother, and more supported without you having to explain every little detail twice.

I’m a Neuro-Affirming Operations Assistant that specializes in creating unique and functional systems out of chaos and overwhelm. I thrive in customization, making sure all workflows work for YOUR flow. I work with clients who are neurodivergent (ADHD, Autistic, etc), because we deserve support that functions on our level, and not the other way around. What's particularly amazing is that what I do, is applicable to anyone in need of operations coordination, because my goal will always be accessibility for all. My passions, education, and experience all have the same central theme. I thrive when I am helping someone. I work hard to understand the specific needs of a client, and then create systems that produce the desired deliverables. I aim to always remain open and flexible so that I can be as accommodating as possible at all times. I have a natural proclivity for multiple interests, which has given me the ability to gain skillsets from multiple fields and repurpose them for whatever task I am faced with. Here are a few ways I have helped clients: •​Thought Partner + Project Management - We take overwhelming goals, organize them into simple, sequential Orders of Operation, and break down your ideas into tangible action items through focused brainstorming. •​Body Doubling + Accountability Partner - I offer the hands-on and supportive presence you need to get work done, helping maintain focus and ensuring projects stay on track. •​Administrative Operations + De-Cluttering - I set up clear, external systems (task managers, spreadsheets) to reduce decision fatigue and cognitive load, providing operational efficiency. •​Multi-Channel Communication + Coordination - I draft pitch emails, manage inboxes, and schedule content, ensuring clear, consistent outreach and a cohesive presence across all mediums. •​Versatile Execution Support - I rapidly adapt to new tasks, learning new tools, and navigating all the moving parts (logistics, data entry, research) to keep the momentum moving forward. ​I always strive to support a diverse clientele, particularly women, neurodivergent individuals, and people in the LGBTQIA+ community. ​My personal and professional interests are deeply rooted in fields like Wellness, Non-Profit work, Psychology, Astrology, Spirituality, the Arts, and Technology. Overall, I thrive in areas where innovation and creativity flourish, ensuring there really isn't any field I can't dive into. My biggest asset is the ability to adapt; what I may not know today, I will know tomorrow.

Are you overburdened with admin tasks and scheduling conflicts? Are endless client emails slowing you down? Let me take the chaos off your plate and restore balance, so you can focus on growing your business and maximizing profit! I have 3 years of professional experience working with U.S.-based organizations such as Ascensus, Glass Lewis, and H&R Block, where I supported business executives and managers with high-level administrative support, client communication, and data management. During this time, I successfully managed client accounts, streamlined communication channels, supported HR functions, and maintained accurate data systems. These experiences have equipped me to adapt quickly to diverse industries and confidently handle both client-facing and behind-the-scenes tasks. Here's how I can support your business ✅ Inbox, Email & Calendar Management - organizing inboxes, manage scheduling, prevent conflicts, and ensure executives stay on top of priorities. ✅ CRM & Database Management - utilizing tools such as Salesforce and HubSpot to streamline customer tracking and engagement. ✅ Project Coordination & Workflow Management - task tracking, process documentation and reporting using tools such as Asana, Trello, ClickUp and Notion. ✅ Customer Support & Client Relations - multi-channel customer support via phone, email, and chat, delivered with professionalism and empathy ✅ Data Entry, Web Research & Documentation - accurate database management, detailed online research and well-structured documentation to reduce errors and save you time. ✅ Reports Preparation & Compliance Support - preparing reports and ensuring compliance with company processes. ✅ HR Administrative Support - payroll and benefits inquiries, onboarding assistance, and employee communication. Tools/Platforms I work with: Communication & Collaboration: Zoom, LiveChat, Slack, Skype, RingCentral, Outlook Project & Task Management: Notion, Asana, Trello, ClickUp, Google Calendar Airtable CRM & Data Management: Salesforce, HubSpot, PeopleSoft Productivity & Documentation: Google Suite, Microsoft Office, SharePoint, Adobe Acrobat Design: Canva Why Work With Me? - Streamlined Operations: Organized inbox and calendar management that reduced scheduling conflicts by up to 30%, allowing executives to stay focused on priorities instead of logistics. - Reliable Client Support: Handled 50+ client communications weekly, across chat, phone and email, ensuring timely and accurate resolutions. - Data Precision: Delivered 95% data integrity in records and compliance tasks, reducing errors and rework. - Platform Versatility: Experienced in 10+ tools across CRM, project management, and productivity, ensuring quick workflow integration. - Dependable & Confidential: Managed sensitive HR and client data with discretion, safeguarding trust and compliance. - Independent & Collaborative: Experienced in working independently in remote settings and within cross-functional teams. Let's Work Together My goal isn't to just manage tasks, I integrate into your workflow, providing reliable support so you can concentrate on strategy and growth. Let's connect and explore how I can best support you in simplifying your day-to-day.

Greetings from my Upwork Top Rated Plus profile! I'm not just a virtual assistant; I'm your committed partner in success, dedicated to fostering a lasting collaboration. With a passion for supporting: +VEGAN / PLANT-BASED Businesses. Professionals, Coaches, Fitness Trainers, or Entrepreneurs +Holistic/Functional/Integrative/Naturopathy Medical Clinics +Lyme Disease Awareness Organizations & Groups +Fitness, Health, and Wellness Organizations I'm a committed vegan dedicated to supporting others who share this lifestyle and seeking a lasting VA partnership. My hourly rate reflects my expertise, but I’m open to negotiating for the right role. With over two decades of professional expertise, I bring a wealth of experience from roles such as virtual assistant, account management, business development, and sales representation. This diverse background has shaped my commitment to excellence, effective communication, and building lasting client relationships, which drives me to exceed expectations consistently. For the past seven years, I've excelled as a virtual administrative assistant, earning the prestigious Upwork Top Rated Plus badge. It's more than just a badge; it's a testament to my dedication to consistently delivering exceptional service and exceeding client expectations. ------------------ Here's what I pledge to bring to our partnership: Priority on Balance: I understand the importance of maintaining a harmonious work-life-health balance. Let me handle the tedious tasks while you focus on your crucial, revenue-producing activities, especially those aligned with your vegan business values. Communication Excellence: Serving as your internal and external liaison, I ensure seamless communication to enhance collaboration and foster efficient project execution within the vegan community and your business. Personal Touch: Your inbox, meetings, and projects are not just tasks to me; they're opportunities to make your life easier, more organized, and more productive. Can I Assist You With? *Inbox Management* Is your inbox causing more stress than productivity? I'm here to provide daily support and ensure you never miss an important message. Need someone to take the reins in responding to inbox messages? I've got you covered. *Meeting Notes Organization* Are your Otter AI meeting notes collecting virtual dust? Let me pull out the critical action items and data you need to propel your projects forward In addition to the skills mentioned earlier, let's explore the specific tasks and roles that I can seamlessly integrate into your workflow to support your business's success: *Project Task Management: My proficiency in organizational and leadership skills ensures that projects are not only on track but completed with efficiency and precision. I bring a wealth of experience in managing projects and tasks efficiently, ensuring deadlines are met, and goals are achieved. *Brainstorming and Suggestions: Armed with a creative mindset and strategic planning expertise, I'm not just here to execute tasks—I'm here to contribute innovative ideas that will elevate and enhance your projects. *Document Creation: Whether it's reports, presentations, or other essential business documents, I'm here to ensure they align with your brand and communicate your message effectively. *Client Relationship Management: Drawing from my background in sales and account management, I excel in fostering strong client relationships. From communication to anticipating needs, I'm dedicated to ensuring your clients feel valued and supported. *Internal and External Communication: As your liaison, I facilitate seamless communication both within your team and with external stakeholders. This ensures everyone is on the same page, promoting collaboration and efficiency. *Freelancer Management: With a knack for collaboration, I can seamlessly manage freelancers, social media managers, marketing freelancers, content creators, and website developers. Coordinating efforts to align with your business goals. *Research and Data Entry: Whether for personal or business needs, I'm adept at conducting thorough research and handling data entry tasks with accuracy and attention to detail. *Administration Duties: From organizing schedules to managing emails and handling day-to-day administrative duties, I'm here to keep your operations running smoothly. *Light Design in Canva: Need eye-catching visuals for your social media or presentations? I've got you covered with my ability to create visually appealing designs using Canva. *CRM and Task Management: I can efficiently manage your company's CRM or task management system, ensuring that your data is organized and tasks are tracked effectively. *If it's not listed, let's discuss it! I'm flexible and can cover a wide range of tasks. My goal is to form a lasting partnership with one long-term client. I don't want to take on multiple clients.

Hi, I’m Melissa — an Online Business Manager and Tech Integrator with a focus on systems & operations. I'm the one business owners ping when they’re drowning in tasks, their team’s scattered, and their “systems” are basically sticky notes and crossed fingers. I don't just organize — I optimize. My specialty? Turning messy, hacked-together operations into clean, scalable, and automated systems that actually support growth. What I bring to the table: 📌 Day-to-Day Management – keeping projects, people, and priorities on track without you babysitting. ⚡ Tech Integrations + Automation – ClickUp, Dubsado, Zapier, Circle.so, Kajabi, and beyond. 🚀 Course & Digital Product Launch Support – backend, workflows, and delivery handled so you can stay in creator mode. 🗂️ SOPs & Process Docs – clarity in processes that lets your team run without you. 🔍 System Audits + Workflow Optimization – I’ll find the bottlenecks and fix them before they choke growth. Why me? Because I've been doing this for 15+ years, and I don't just "check tasks off a list." I think like an owner, anticipate problems before they hit, and build operations that free you up to actually run (and enjoy) your business. I'm not someone who waits for instructions or needs hand holding — I'm your partner who sees three steps ahead and gets it done. Certifications + Street Cred: - ClickUp Verified Expert + Ambassador - Certified Online Business Manager (Tina Forsyth + Sarah Noked) - Marie Forleo's B-School Alumni - Amber McCue's Freshly Implemented Alumni - Real Estate VA Academy Alumni - Plus: Advanced training in automation, ops, and digital business systems (aka I live and breathe this stuff). If you're ready to stop being the bottleneck in your own business, let's talk. I'll bring the structure, strategy, and execution you've been missing.

You don't have to hold all of this alone. I work with creatives, healers, and small business owners who are deeply good at what they do, and who need a trusted partner to help them build the structure that lets them keep doing it. My role is part operations lead, part thought partner, part accountability anchor. I help translate vision into sequenced action, untangle complex projects into workable pieces, and create systems that actually fit how you work, not the other way around. With 15+ years of experience spanning mental healthcare, psychoeducation, HR, and small business operations, I bring both empathy and precision to everything I take on. I'm fluent in the intuitive and the operational. Communication and empathy are my superpowers; and I bring accountability, clear thinking, and a dose of humor to every collaboration. How I can help: Accountability & Strategy: Vision and goal clarification, strategic planning and prioritization, decision support, regular check-ins, progress tracking, and keeping you anchored to what matters most. Operations & Systems: Workflow design, process optimization, systems development, automation, ADHD-friendly structures, and accountability check-ins. Project Management: Project planning and execution, task and timeline management, meeting facilitation, stakeholder coordination, and keeping complex work moving. Administrative Support: Scheduling, email and calendar management, document preparation, billing and invoicing, research, reporting, and data management. Whatever you're carrying — I'd love to hear about it, and help you figure out how to share the load.