Princess B.
Project Manager & Executive Assistant
Compare at US rates $10,500/mo?
Notable Highlight
8+ years scaling operations across real estate, insurance, accounting, and Web3 education. Built systems that streamline workflows, drive revenue growth, and deliver world-class executive support.
Experience Summary
Nicole is a highly adaptable Operations, Project Management, and Executive Support professional with 8+ years of experience spanning real estate, insurance, accounting, interior design, and Web3 education. She specializes in building scalable operational systems, streamlining workflows, driving revenue growth through lead generation and marketing campaigns, and delivering world-class executive support to C-suite and senior leadership. Nicole has worked across both BPO and remote startup environments, managing CRM platforms, cross-functional teams, agent recruitment, and multi-channel marketing with a consistent track record of precision and execution excellence. Her broad tool fluency - spanning 50+ platforms across CRM, project management, marketing automation, finance, and AI - makes her a highly versatile operator.
Key Achievements
Across multiple roles, Nicole has simultaneously managed operations, marketing, CRM, and executive support functions - demonstrating the ability to operate at scale with minimal oversight. Oversaw the creation and distribution of customized design binders delivered to thousands of prospective clients at a previous company, directly supporting large-scale lead nurturing efforts. At TPRE, she recruited and onboarded real estate agents across the entire United States and supervised Inside Sales Agents to consistently meet or exceed daily KPI targets, reporting outcomes directly to the CEO. At SF, she managed cohort program pipelines, strategic sponsor relationships, and community engagement for a Web3 education platform serving a global audience of women.
Skills
Work Experience
Project Manager & Executive Assistant
a previous company · Apr 2023 - Sep 2026
- Managed client communications on behalf of the Managing Director, handling high-volume email correspondence and ensuring timely, professional responses.
- Led end-to-end coordination of sample orders, including sourcing alternatives for unavailable items to maintain project timelines and client satisfaction.
- Directed email marketing and outbound campaigns, including cold outreach, to generate and nurture qualified design and architectural leads.
- Developed and executed lead generation strategies in collaboration with sales to expand the client pipeline.
- Oversaw the creation and distribution of customized design binders featuring available fabrics and patterns delivered to thousands of prospective clients.
- Utilized graphic design tools to produce marketing materials aligned with a previous company branding and design.
- Coordinated cross-functional teams to ensure efficient handling of client requests, accurate documentation, and seamless project execution.
- Maintained organized project records, timelines, and client communications to support consistent delivery.
Project Manager & Executive Assistant
a previous company · Mar 2022 - Mar 2023
- Provided direct executive support to the CEO/Founder, assisting with daily operations, scheduling, client communications, follow-ups, and administrative priorities.
- Prepared and provided reports, trackers, and business updates to the CEO/Founder to support decision-making, performance monitoring, and operational planning.
- Managed end-to-end client projects, coordinating timelines, deliverables, and internal workflows to ensure services were completed accurately and on time.
- Served as a primary point of contact for clients, handling inquiries, coordinating meetings, providing updates, and following up on outstanding requests.
- Managed accounts receivable activities, including invoicing, payment tracking, client follow-ups, and maintaining accurate AR records.
- Performed account reconciliations and reviewed transactions to identify discrepancies and ensure financial records were accurate and up to date.
- Managed client accounts, tasks, tags, pipelines, and workflows in TaxDome, ensuring accurate tracking and timely follow-up throughout the client lifecycle.
- Coordinated tax-season projects and monitored client progress from initial requests through engagement completion, including outstanding documents and engagement letters.
- Cross-referenced and maintained 1065 and 1120S client pipelines, updating statuses and identifying outstanding clients and requirements.
- Coordinated executive and client meetings, managing calendars, scheduling changes, reminders, and follow-ups on behalf of the CEO/Founder.
- Supported business projects including website updates, service-page improvements, pricing materials, marketing content, and other client-facing resources.
- Identified and implemented process improvements to streamline client onboarding, communication, reporting, task management, and day-to-day operations.
Operations Manager & Client Relations
a previous company · Apr 2019 - Jan 2022
- Provided executive-level administrative and operational support to the Senior Vice President, including report preparation, document management, executive correspondence, and confidential file handling.
- Managed daily operations to ensure smooth workflow across departments, improving efficiency, accountability, and service delivery.
- Acted as the primary liaison between the Senior VP, internal teams, insurance agents, and clients to ensure clear communication and fast issue resolution.
- Coordinated and scheduled executive meetings, leadership calls, and client consultations, ensuring agendas, action items, and follow-ups were properly tracked.
- Strengthened client relationships by responding to inquiries, resolving concerns, and ensuring a high standard of customer service and satisfaction.
- Oversaw CRM and lead management operations using platforms such as LinkedIn Sales Navigator, Follow Up Boss, and Elite Platform to generate, track, and convert prospects.
- Partnered with underwriting and back-office teams to monitor agent licensing, contracting status, compliance requirements, and onboarding progress.
- Led SMS, email, and social media marketing campaigns to increase client acquisition, retention, and brand awareness.
- Developed and maintained operational reports and performance dashboards for executive review and strategic planning.
- Supported recruitment, onboarding, and training of new agents to ensure rapid integration and productivity.
- Implemented process improvements to streamline client onboarding, policy processing, and internal communications.
Customer Retention Specialist
a previous company · Dec 2017 - Mar 2019
- Conducted in-depth assessments of customer needs to identify retention opportunities and improve satisfaction.
- Developed and implemented effective retention strategies to strengthen customer loyalty.
- Successfully retained customers considering service cancellation through tailored solutions and promotions.
- Clearly explained billing statements and resolved billing concerns to ensure transparency and trust.
- Provided technical support and troubleshooting assistance to improve service experience.
- Delivered loyalty offers and service upgrades aligned with customer needs and expectations.