Nicole B.
Project Manager & Executive Assistant
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
Introduction video - https://drive.google.com/file/d/1O7afrxA-2SM0r0YxLzpGz7Z5S-ufF8dV/view?usp=drive_link Overview: Executive Assistant with experience supporting founders, CEOs, and senior leaders across fast-paced, multi-priority environments. Strong background in calendar/inbox management, client communication, and operational support, with exposure to teams managing multiple businesses, clients, and public-facing work. Titles: Nicole has experience has an Executive Assistant, Project Manager and Operations Manager in various industries. Key Experience: - Managed high-volume calendars and inboxes across multiple priorities and stakeholders - Acted as main point of contact for clients, handling communication and coordination - Supported project management, timelines, and cross-functional initiatives - Conducted research, reporting, and documentation to support decision-making - Assisted with hiring coordination, client calls, and internal meetings - Planned and supported events and operational logistics Systems & Tools: Asana, Notion, Airtable CRM tools: Zoho, Pipedrive, Follow Up Boss Google Workspace, Slack, Zoom Experience adapting quickly across different tools and systems Industries / environments: - Her experience spans insurance, real estate, accounting/finance, interior design, and Web3 education Process & Working Style: - Proactive and self-directed; comfortable working with minimal oversight - Strong organizational skills with ability to manage multiple moving priorities - Clear, professional communicator comfortable on client and internal calls - Experienced in fast-paced environments with evolving responsibilities Additional Strengths: - Experience supporting leaders managing multiple businesses, clients, or projects - Exposure to marketing, outreach, and social media support - Hands-on with SOP creation and process organization - Comfortable in client-facing roles and representing leadership when needed Summary: Well-rounded Executive Assistant with strong client-facing experience and the ability to operate independently in fast-moving environments. Brings a proactive, organized approach and is well-suited to supporting a founder managing multiple priorities and ventures.
Key Achievements
Led end-to-end coordination delivering customized design binders to thousands of prospective clients. Retained customers at AT through tailored retention strategies and loyalty programs. Recruited and onboarded real estate agents across the United States while managing Live Transfer Program operations and consistently meeting or exceeding daily productivity targets and KPIs.
Skills
CRM platforms (HubSpot, Salesforce, Pipedrive, Follow Up Boss), Project Management (Asana, Trello, Monday.com), Email Marketing (Mailchimp, ActiveCampaign, Instantly), Social Media Management (Meta Business Suite, Hootsuite, Buffer), Sales Navigator, Google Workspace, Microsoft Office, Zapier, QuickBooks, Excel, Power BI, Canva, ChatGPT, Calendly
Work Experience
Project Manager & Executive Assistant
Arc. · Sept 2023 – May 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 Arc. 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
Lay · July 2024 – Nov 2025
- Managed end-to-end client projects, ensuring timely delivery of accounting, bookkeeping, and financial support services.
- Handled accounts receivable, invoicing, and payment tracking to maintain accurate financial records.
- Oversaw bookkeeping operations for multiple clients, ensuring organized and up-to-date financial data.
- Served as the primary point of contact for clients, managing relationships and addressing concerns.
- Coordinated project timelines, deliverables, and internal workflows to ensure smooth execution.
- Developed marketing materials and client-facing content to support brand visibility and business growth.
- Implemented process improvements to streamline client onboarding, reporting, and communication.
- Supported leadership with operational planning and performance tracking.
Operations Manager
SF · Feb 2022 – Aug 2023
- Coordinated directly with top-level executives, Web3 founders, and sponsors to support strategic partnerships, events, and educational initiatives, building and maintaining strong relationships for collaborations and cohort programs.
- Created professional pitch decks and presentation materials for partners, sponsors, and internal leadership.
- Served as a primary point of contact for clients, students, and community members, handling inquiries and providing program support.
- Managed CRM systems to track leads, student pipelines, onboarding status, and engagement metrics.
- Created and issued invoices, monitored payments, and ensured accurate financial records.
- Led lead generation initiatives through outreach, partnerships, and community engagement.
- Managed social media accounts to drive brand awareness, engagement, and program enrollment.
- Supported daily operations including reporting, documentation, scheduling, and cross-team coordination.
Operations Manager & Client Relations
Inv. · June 2020 – 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.
Executive Assistant | Project Manager
TPRE · Apr 2019 – June 2020
- Managed and optimized structured sales workflows to ensure efficient handling of client inquiries.
- Led outreach campaigns targeting homeowners with expired listings and evaluated seller readiness for new opportunities.
- Oversaw follow-up strategies and pipeline management to support successful deal closures.
- Recruited and onboarded real estate agents across the United States, expanding and strengthening the sales team.
- Managed Live Transfer Program operations, including presentations, client follow-ups, and contract coordination.
- Prepared performance reports and delivered updates to the CEO to support strategic decision-making.
- Directed SMS and email marketing campaigns to improve lead generation, engagement, and conversion.
- Supervised and trained Inside Sales Agents, ensuring daily productivity targets and KPIs were consistently met or exceeded.
Customer Retention Specialist
AT · 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.