Rebekah Lambert
@rebekahlambert
I keep executive priorities, CRM pipelines, and client workflows moving from lead to service.
What I'm looking for
At McCulley Financial Group, I directly supported the CEO while managing calendars, inboxes, priorities, follow-ups, communications, and executive reporting. I built the HubSpot client lifecycle from lead through onboarding and ongoing service, creating pipeline stages, automations, checklists, ownership, and follow-up workflows.
I've also coordinated complex artist logistics for the Dallas Symphony Orchestra, owned end-to-end event planning at Baylor University, and supported music directors through demanding concert cycles. I bring high-trust administrative judgment, clear documentation, and proactive coordination to keep clients, teams, deadlines, and stakeholders aligned.
Experience
Work history, roles, and key accomplishments
Operations Manager & Virtual Assistant
McCulley Financial Group
May 2024 - Aug 2026 (2 years 3 months)
Provided direct support to the CEO, managed the HubSpot client lifecycle, and tracked company-wide tasks and deliverables in Asana. Built internal documentation and reporting processes to improve workflow efficiency.
Education
Degrees, certifications, and relevant coursework
Baylor University
Master of Music, Orchestral Conducting
Master of Music in Orchestral Conducting from Baylor University, completed in 2024.
Baylor University
Master of Music, Collaborative Piano
Master of Music in Collaborative Piano from Baylor University, completed in 2021.
Baylor University
Bachelor of Arts, Music (Piano Performance)
Bachelor of Arts in Music with a focus on Piano Performance from Baylor University, completed in 2019.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
Skills
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