Periodically reviewed workflows to identify opportunities for improvement (from folder structure to automations and statuses used)

Strategized client communication plan and created supporting templates (emails and project updates using PandaDoc)

Supervising customer communication and providing coaching where necessary

Monitored new tasks created by team members to avoid task duplications and ensured tasks were created in appropriate folders/spaces and contained the minimum mandatory details (e.g. assignee, name, description…)

Periodically cleaned up project management tool to ensure all tasks were up to date, followed up with overdue tasks and created a culture of accountability for task ownership

Followed up with team members to keep project tasks up to date and updated project management tool accordingly

• Coaching team members on their accountability and ownership for projects, and best practice to update project tasks themselves

Strategized Google Drive folder hierarchy and updated files accordingly

Created process for post-project team meetings, including the tracking of lessons learned

Created templates for setting up new projects in project management tool

Strategized project spaces in project management tool, from status names and colours to folder hierarchy

Oversaw time tracking and raised any red flags to CEO

Strategized and implemented guest access (client access) to project management tool

Created project kick-off procedure

Advised CEO on conflict resolution when a client was unsatisfied / encountered an issue

Created process and best practice for using the CRM tool Hubspot

Proofread and edited client presentations and provided additional data visualization where relevant