Leanne Daniele

Leanne K. Daniele Executive Virtual Assistant and Project Manager with an eye for detail, organization, and dedication to quality. 15 years of increasing responsibilities as a virtual assistant and customer care specialist, primarily in the entrepreneurial coaching industry. Personal Info Address 54760 Avenida Diaz La Quinta, CA, 92253 Phone - E-mail leannedaniele.virtual @gmail.com Skills CRM System Management Project Management Landing Page Implementation Webinar Set-Up Membership Course Implementation Website Editing Chat Bot Set-Up Scheduling Email Management Process Creation/Implementation Graphic Design Website Updating Customer Care Communication Self-Motivation Automation Data Management Filing Quality Control Work History   2009-05 - Current   Freelance/Virtual Assistant Virtual Key Activities CRM Management & Automation Implementation: created newsletter templates, scheduled newsletters and broadcasts, implemented workflows and campaigns for automated sales and client sequences, tested and oversaw quality control of automated sequences and emails. Data Management: tracked and analyzed prospect data, newsletter data, open rates, and client payments. Website Management & Creation: edited and updated pages, integrated with CRM and other software, created opt-in pages, created landing pages, integrated shopping carts. Webinar Implementation: Set up webinars and integrated with CRM and website, oversaw quality control of automated webinars. Membership Site Implementation: managed course creation through integrating CRM and membership platforms and building out the course in the membership platform. Order Processing: processed client orders, tracked client records, client payments, and affiliate payments. Scheduling: scheduled meetings, booked travel arrangements, and notified clients of upcoming meetings. Scheduling Software Implementation: set-up scheduling systems and integrated with calendars, website, and other third-party systems. Affiliate Correspondence: corresponded with affiliates regarding promotions, delivering their promo materials, and tracking their incoming leads. Client Care: Liaised with clients regarding program questions, payment issues/questions, rescheduling and other needs. Acted as a gateway for the owner by screening voice messages and emails allowing them to concentrate on growing the business. Set up helpdesks with frequently asked question solutions available to clients. Liaised with clients regarding program questions and when any payment issues arose. Selected Accomplishments Improved client satisfaction through re-organization of online course structure resulting in significant reduction of course related support requests. Reduced errors by implementing more thorough tracking methods of client payments. Promoted from Support Team to Online Business Manager to Technical Director. Consistently met both short and long term deadlines for a variety of projects. Streamlined operations by creating a training manual and email templates for frequently asked questions and common scheduling emails. Managed projects, deadlines, and prioritized tasks to allow clients to focus less on the back-end and more on sales and their existing clients.     2019 - Current 2006-09 - 2007-02   Project Manager Virtual Key Activities Managed projects at all stages of development. Updated clients on project progress and key milestones. Implemented project workflows. Helped initiate improvements to project workflows. Quality Assurance Intern THE PRINCETON REVIEW, San Francisco, CA Key Activities Tested website applications for errors including spelling, grammatical, technical, and functional errors. Managed issues with development team and managers by relaying my test findings to them and re-testing after applications had been updated.   2006-06 - 2006-09   Personal Assistant TEMPO ENTERPRISES, Pacifica, CA Key Activities Entered cash receipts and prepared checks in QuickBooks. Worked offsite filing for employers clients. Conducted phone and web research. Placed calls, sorted mail, and filed documents. Ran other various personal tasks for owner. Education   2010-01   Skills Certificate in Web Production CABRILLO COLLEGE - Aptos, CA   2008-01   B.S. Apparel Design and Merchandising SAN FRANCISCO STATE UNIVERSITY - San Francisco, CA