Samuel M.

Executive Assistant/Functional Product Owner • Business Analyst

Dominican Republic12+ years experience$6,000/mo

Notable Highlight

Turned ambiguous executive conversations into structured execution systems, delivering a 90+ report roadmap at Equ. that reduced portfolio bloat by 50% while achieving 90% client satisfaction.

Experience Summary

Executive partner and product owner with 10+ years scaling operational systems across agencies, fintech, and Fortune 500 firms. Specialized in translating leadership vision into actionable backlogs, building centralized trackers, and improving execution speed through workflow optimization and cross-functional alignment.

Skills

NotionAsanaClickUpJiraClaudeSalesforceHubSpotGoogle SheetsTableauPowerBIZapierAgileScrumExecutive shadowingBacklog prioritizationCRM hygieneKPI dashboardsProcess documentationData validationOperations SupportExecutive Assistant

Work Experience

Functional Product Owner · Business Analyst

Equ. · Atlanta, Georgia, USA · Jan 2024 – Jan 2026

Translate executive initiatives and stakeholder discussions into structured backlogs, prioritized roadmaps, and clear execution plans, developing reporting frameworks that improved strategic clarity and execution speed by 42%.
Define, prioritize, and deliver a roadmap covering 90+ reports, leading audits, consolidation, and decommissioning efforts that reduced the portfolio by 50% while improving usability and performance.
Drive data-informed decisions by analyzing reporting usage, operational impact, and client needs, achieving a 90% client satisfaction rate and a 90% increase in operational efficiency.
Own end-to-end product and functional requirements for billing and reporting platforms following acquisitions across the US, Brazil, and the Dominican Republic, acting as the primary bridge between business stakeholders, engineering, and data teams.
Collaborate across time zones and cultures, ensuring transparent communication, clear documentation, and consistent delivery aligned with regional regulations and business goals.

Executive Virtual Assistant – Operations (Product & Growth Support)

FM · New York, USA · Jan 2023 – Jan 2024

Support leadership in a performance marketing agency by managing operational workflows, documenting systems, and improving internal processes that directly impact delivery speed and decision-making.
Partner cross-functionally with marketing, operations, and leadership teams to optimize workflows, automate reporting, and improve visibility into priorities, resulting in a 40% increase in operational efficiency.
Act as an execution partner beyond traditional admin work, contributing to process design, tool optimization, and growth enablement initiatives.
Identify operational inefficiencies through trend analysis and data modeling, implementing process improvements that improved productivity by 34%.
Ensure data integrity across systems by standardizing reporting templates and validation protocols, reducing discrepancies by 27%.

Executive Virtual Assistant – Operations & Digital Products

GMODA · New York, USA · Mar 2016 – Jan 2023

Support senior leadership by converting high-volume communication and campaign discussions into organized execution plans.
Build centralized trackers to monitor campaign launches, lead flow, performance metrics, and milestone progress.
Design structured follow-up systems that reduce delays and improve cross-team visibility.
Optimize workflows, increasing operational speed and execution reliability by up to 60%.
Maintain CRM hygiene, including tagging structures, pipeline stage management, and reporting accuracy.

Client Success Representative

DV · Santiago, Dominican Republic · Apr 2012 – Feb 2016

Serve as a client-facing problem solver, translating customer issues into structured cases, researching root causes, and coordinating resolutions across internal teams.
Collect, clean, and structure multi-source operational datasets using advanced Excel functions, improving reporting accuracy by 23%.
Build and maintain KPI dashboards to track performance metrics across departments, increasing executive visibility into trends and bottlenecks by 47%.
Build deep user empathy through 80+ daily client interactions, maintaining 95%+ satisfaction while improving retention and reducing escalations.