Mary Wangari
Executive Virtual Assistant CRM Workflow Automation Specialist
Skills

Bekijk mijn diensten


Portfolio
Werkervaring
Upwork
Freelance • 9 mos
Client Operation Specialist
Feb 2026 - Present • 8 mos
Manage the full client onboarding lifecycle, guiding clients from sign-up to activation. Coordinate documentation, compliance verification, and account setup while maintaining detailed CRM records. Reduced onboarding delays by 20% and increased documentation accuracy by 15% through structured follow-ups and improved process visibility. Serve as primary contact for clients, resolving issues and improving responsiveness by 25%.
Customer Success Email Framework Specialist
Apr 2026 - May 2026 • 1 mo
Built and implemented customer success email frameworks inside HubSpot, covering the full client lifecycle. Designed trigger-based automation sequences that eliminated manual follow-up and delivered personalized communication at scale. Audited existing workflows, identified engagement gaps, and restructured segmentation logic to improve response rates and reduce churn risk.
Executive virtual assistant
Workana • Freelance
Feb 2025 - May 2026 • 1 yr 3 mos
Supported a private medical professional with full executive administrative operations in a confidential healthcare environment. Managed high-volume inboxes, coordinated patient consultations, tracked monthly expenses, and organized critical documents. Handled follow-up communications and travel coordination for conferences while maintaining strict confidentiality.