At Victor Macharia Enterprises, I led live video onboarding calls as the direct client-facing contact and kept bookkeeping records current against recurring weekly deadlines.
I rebuilt CRM workflows across HubSpot, Salesforce, and GoHighLevel, migrating and cleaning contact and lead data so information didn't fall through the cracks between businesses.
I also drafted client-facing emails and status updates with AI tools, and kept a WordPress.com site and Canva-designed assets on-brand across multiple ventures.
At Max's Realty, I ran video onboarding and check-in calls with US real estate clients and handled financial and transaction data entry tied to client files. I also wrote personalized email responses and worked with sales and operations to address problems in the client journey.
