VIVIAN NELSON
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Operation Manager Using ClickUp
PROFESSIONAL SUMMARY
Operation manager with over 4 years of comprehensive experience in relationship management, client support, account
management, e-commerce, and B2B/B2C Sales, Law firm, healthcare agency and creative designs industries. Proven track record in
supporting vital business projects and processes across diverse cross-functional teams, both onsite and remotely. Skilled in daily
operations management, workflow enhancements, and effective client communication and management using advanced software
and CRM systems.
Proficient in optimizing task management, automating workflows, and improving operational efficiency through strategic use of
ClickUp features and integrations.
COMPETENCIES
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CRM Management: ClickUp, Asana, Monday.com, and Trello
Communication: Slack, Gmail, outlook, and teams
Project implementation: Implementation, Monitoring, Evaluation, Analysis
Process management: Project plan, Project schedule, change management, risk management, stakeholder
management, project lifecycle, workflow planning, Teamwork
IT: MS Office tools (Word, excel, PP), Google Suite
Appointment Setting Tools: Calendly, Picktime, Outlook and Google Calendar
EMPLOYMENT HISTORY
Project Coordinator (ClickUp), Prince Designs- Creative Agency, USA
June. 2024 to Present
Prince designs is a creative agency that helps businesses with branding
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Implemented task management systems and automations to improve workflow efficiency and reduce manual effort.
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Developed and maintained client onboarding processes, ensuring smooth transitions and clear documentation of
requirements.
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Created custom dashboards and automated reports for real-time project tracking and performance analysis.
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Facilitated team collaboration through ClickUp by setting up communication channels, task assignments, and project
timelines.
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Provided training and ongoing support to team members on how to effectively use ClickUp features and integrations.
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Identified and implemented process improvements to enhance productivity and project delivery timelines.
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Organized and managed content, resources, and client assets within ClickUp for easy access and retrieval.
Operations Manager (ClickUp), Lifepoint Insurance Agency, USA
March. 2024 to Present
Lifepoint insurance agency onboards agents and helps the agents manage their Medicare leads
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Managed operations using ClickUp, overseeing agent onboarding and Medicare lead management.
Established and implemented SOPs in ClickUp to streamline workflows and ensure operational efficiency.
Enhanced agent productivity and satisfaction through effective management and support strategies.
Collaborated with cross-functional teams to optimize processes and drive continuous improvement initiatives.
Monitored project timelines and resource allocation to achieve project milestones and objectives.
Provided regular updates and reports to stakeholders, ensuring transparency and alignment with company goals.
ClickUp CRM Setup and Training (Remote)– Pardeep Law Firm, USA March. 2024-May 2024
Pardeep is an Emigration law firm in San Francisco
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Designed and configured a customized ClickUp CRM system to streamline client management and case tracking for
immigration law processes.
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Conducted comprehensive training sessions for staff, enhancing their proficiency in utilizing the new CRM system
tailored for immigration cases.
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Collaborated with the legal team to identify workflow inefficiencies and implemented solutions to improve productivity
in handling immigration matters.
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Created detailed documentation and user guides to support ongoing staff training and reference, specifically for
immigration law applications.
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Provided continuous support and troubleshooting to ensure smooth adoption and integration of ClickUp CRM for
immigration case management.
Community Support (Remote) –Acer Integration-UK
Nov. 2022 – Present
Acer Integration is a Circle for professionals in the UK (Saturdays &Sundays)
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Performed lead generation tasks to identify and engage potential clients, enhancing community outreach efforts.
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Created and managed a monthly event calendar using Canva, integrating Zoom links for seamless virtual event
access.
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Provided support and engagement for community members, addressing inquiries and fostering a supportive
environment.
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Developed and implemented strategies to improve community engagement and satisfaction.
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Monitored and analyzed community feedback to continuously improve support services and event offerings
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Conducted training needs analysis within the organization and implemented business-focused learning strategies.
Brand Acquisition Manager (Hybrid) Sabi.am, Lagos State NG
March. 2022– April. 2024
Sabi enables brands and business uses their platform
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Acquired and onboarded new brands, fostering strong partnerships and ensuring smooth
integration into our platform.
Managed relationships with over 120 suppliers, providing ongoing support to help them grow their
revenue
Managed partner relationships, providing ongoing support to help brands grow their revenue.
Implemented strategies that led to a 35% increase in category revenue.
Conducted market research to identify potential brand partners and develop targeted acquisition
strategies.
Provided training and resources to partners, enabling them to optimize their performance and
achieve business goals.
Analyzed partnership performance and implemented improvements to enhance overall success
and growth.
Account Manager (On-Site) Jumia.com Lagos State NG Nov.
Oct. 2018 – Oct. 2020
Jumia is number E-commerce platform in Africa
Managed 150 vendors in the phones and computing category, providing dedicated support to optimize their
performance.
• Grew the seven largest accounts among key accounts, driving significant revenue growth.
• Developed and executed category strategies to enhance vendor performance and market presence.
• Conducted regular performance reviews with vendors, identifying opportunities for growth and
improvement.
• Collaborated with vendors to develop marketing and sales strategies that align with company goals.
• Analyzed sales data and market trends to inform decision-making and strategic planning.
EDUCATION &CERTIFICATION
MBA – University of Lagos, Lagos State, NG (In view)
Bachelor of Science, Computer Science- ISFOP University Cotonou, Benin Republic
Google Project Management
ClickUp Expert- ClickUp University
LANGUAGES
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Fluent English (Spoken & Written)
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