Whitney Puma
Executive Administrative Assistant
Fort Worth
Summary
Dynamic and results-oriented professional with over 18 years of experience supporting C-level executives and leading cross-functional teams in fast-paced environments. Demonstrated expertise in anticipating client needs, streamlining operations, and driving significant business growth. Skilled in managing high-stakes projects, optimizing workflows, and cultivating enduring relationships. Eager to contribute in a higher-level administrative assistant or project management role, leveraging extensive experience in operations, strategic planning, and client relations to deliver exceptional results.
Overview
18
18
years of professional experience
2010
2010
years of post-secondary education
Work History
Client Relationship Manager
Bluebird Creative Co
09.2021 - Current
- Lead client-facing initiatives, managing client relationships from onboarding to project completion, ensuring alignment with business goals.
- Handle client meetings, gather feedback, and implement changes to ensure satisfaction and exceed expectations.
- Collaborate closely with cross-functional teams to ensure seamless execution of social media marketing and content strategies.
- Successfully brought in referral clients, expanding the agency's client base and contributing to business growth.
- Assisted clients in setting up their businesses for sale, providing strategic guidance and tailored marketing solutions to maximize value.
- Track project progress, manage timelines, and optimize workflows to deliver results on time and within scope.
- Analyze KPIs and ROI to refine strategies and ensure marketing efforts drive measurable success.
Content Manager
Bluebird Creative
09.2021 - 10.2022
- Developed and executed content strategies, boosting client engagement across social media platforms.
- Managed content creation and curation for multiple clients, ensuring brand consistency and high-quality output.
- Collaborated with the team to develop innovative campaigns and drive business growth for clients.
- Monitored content performance and adjusted strategies based on analytics to enhance reach and effectiveness.
Director of Administration
Tier One Holdings LLC
06.2020 - 09.2021
- Manage and oversee the day to day operations of office and staff.
- Managed all invoicing, bank accounts, accounts payable and receivables for multiple LLCs.
- Researched and Implemented employee recruiting, onboarding, HR, benefits and learning management system.
- Created and helped facilitate the successful opening of three new LLCs within our company.
- Acted as the liaison between Tier One and the City of Oak Ridge Police Department.
- Maintained various client and vendor relationships.
- Acted as the main line of communication between the Chief of Operation and the Senior Partners.
- Managed one direct report that was responsible for all our accounting.
- Provided meeting minutes for weekly and monthly staff meetings.
Executive Administrative Assistant
Eliot Management Group
07.2011 - 06.2020
- Managed multiple executive’s complex and frequently changing travel arrangements, calendars and meeting requests.
- Built, managed and maintained a Salesforce organization to help streamline and drive productive recruiting for newly created DBA.
- Researched, developed and implanted SMS Messaging feature within our Salesforce Org for users to message and mass text agents.
- Research, plan and book domestic and international travel along with trade shows and manager retreats.
- Prepare, gather and proof agendas, materials and decks for a variety of meetings.
- Perform a variety of accounting activities, such as preparing expense reports, purchase orders, and the yearly budget.
- Collaborated on a variety of different marketing projects for both our digital and print platforms.
- Provide support to marketing coordinator with creative design for marketing collateral as well as consult with print vendors on all ordering contracts and needs on a daily, weekly and monthly basis.
Administrative Assistant
The Caffey Group
05.2007 - 07.2011
- Maintained various client relations as well as managing all charity and sponsorship for the company.
- Reviewed oil and gas documents for accuracy along with recording all documents with the county.
- Assisted the owner in daily tasks, personal bank accounts and travel.
- Managed internal filing system for all oil and gas lease agreements.
Education
Associates of Applied Science - Real Estate
Tarrant County College
Skills
- Microsoft 365 proficiency
- Calendar & meeting coordination
- Travel planning & itinerary management
- Expense reporting
- File/document management
- Executive & administrative support
- Office operations
- Data privacy & confidentiality
- Attention to detail
- Problem solving
- Process improvement
- Project support
Recognitions
Nominated as a Finalist for The Achiever Award for the DFW Admin Awards, 08/19, Recognized as top 6 in the category of over 500 applicants.
References
References available upon request.
Accomplishments
Nominated as a Finalist for The Achiever Award for the DFW Admin Awards, 08/19, Recognized as top 6 in the category
of over 500 applicants.
Timeline
Client Relationship Manager
Bluebird Creative Co
09.2021 - Current
Content Manager
Bluebird Creative
09.2021 - 10.2022
Director of Administration
Tier One Holdings LLC
06.2020 - 09.2021
Executive Administrative Assistant
Eliot Management Group
07.2011 - 06.2020
Administrative Assistant
The Caffey Group
05.2007 - 07.2011
Associates of Applied Science - Real Estate
Tarrant County College