
Gloria O
Executive Virtual Assistant for CEOs and Founders
Habilidades

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Portfólio
Experiência profissional
CRM & Operations Virtual Assistant
Freelancer.com • Meio período
May 2026 - Present • 2 mos
✔ Managed end-to-end CRM operations for a growing business using HubSpot, supporting lead tracking, client communication, and pipeline organization. ✔ Set up and maintained HubSpot CRM including contact records, deal pipeline stages, and lead tracking across the full sales cycle from New Lead to Closed Won. ✔ Organized and updated client records ensuring accurate data entry with zero outdated information. Managed appointment scheduling and calendar coordination ensuring zero missed meetings. ✔ Created professional follow-up email sequences for leads at every pipeline stage. ✔ Tracked leads across pipeline stages with weekly pipeline reports delivered to the client. ✔ Improved CRM workflows reducing manual data entry time and keeping the pipeline accurate at all times.
Executive Virtual Assistant
Freelancing Career • Período integral
May 2024 - Apr 2026 • 1 yr 11 mos
Provided comprehensive executive support to a multi-business CEO running operations across AI training, publishing, and membership platforms. ✔ Managed and maintained a master project tracker across 10+ active projects using ClickUp, tracking statuses, deadlines, priorities, and assignees across four business divisions ✔ Prepared weekly CEO progress reports in Notion covering project updates, freelancer performance, metrics, and decisions needed delivered every Friday by 5PM GMT ✔ Created and implemented a complete Inbox Management SOP covering daily triage routines, escalation protocols, filing systems, and draft response processes ✔ Researched and compared 7 membership platforms as an alternative to HighLevel, delivering a detailed report recommending Skool at $99/month saving the client $2,376 annually ✔ Shortlisted and evaluated freelancer candidates for a video editor role across Upwork, assessing JSS, portfolio quality, communication, availability, and rate fit, delivered within 48 hours of job posting ✔ Maintained organized Google Drive filing system, coordinated Zoom webinar setup, managed freelancer onboarding, and provided proactive daily updates via Slack