Client-focused operations and administrative professional with 25+ years of experience managing high-volume client interactions, coordinating services, and driving outcomes in fast-paced environments. Proven ability to build trust quickly, manage inbound inquiries, and guide clients through complex decisions. Strong background in CRM systems, workflow optimization, and consistent follow-up to improve conversion and client satisfaction. Seeking a remote, part-time role in operations, client support, or intake coordination.
Overview
25
25
years of professional experience
Work History
Remote Operations Manager
Creating New Hope Senior Living Advisors
2024.01 - 2026.01
Managed high-volume inbound client pipeline using CRM systems, ensuring consistent follow-up and client progression
Conducted follow-ups and guided families through service decisions
Matched clients with appropriate solutions based on needs
Coordinated communication between clients and service providers
Maintained consistent engagement to move clients through the decision process
Founder & Operations Consultant
The Ultimate Caregiving Expert
2017.01 - Current
Built and scaled a digital platform serving 10,000+ monthly users
Created systems to guide clients through complex caregiving decisions
Developed digital content, workflows, and client resources
Managed website operations, email marketing, and automation tools
Delivered structured consulting and decision support to clients navigating complex care situations
TheUltimateCaregivingExpert.com
Owner / Administrator
Independent Living Services, Inc.
1999.01 - 2012.01
Managed full operations of caregiving service business
Oversaw staff hiring, training, and scheduling
Coordinated client intake, service planning, and care delivery
Grew business to $400K+ revenue through strong client relationships
Administrative & Healthcare Support Role
1992.01 - 1999.01
Managed scheduling, payroll, and administrative workflows
Supported patient intake and communication in fast-paced environments
Maintained records, reporting, and operational coordination
Education
Associate of Science - Medical Administration
Nunez Community College
1991-01
Skills
Client Intake & Relationship Management
Workflow & Process Improvement
CRM Systems
Scheduling & Coordination
Inbound Sales & Client Support
Problem Solving & Decision Support
Follow-Up & Pipeline Management
Communication & Emotional Intelligence
Google Workspace
Zapier
WordPress
Elementor
MailerLite
Workflow automation
Database management
Email campaigns
Segmentation
Accomplishments
Managed high-volume client pipelines in remote environments
Built a platform reaching 10K+ monthly users
Supported hundreds of families through complex decisions
Improved workflows and follow-up systems for better outcomes