Wellsboro, Pennsylvania, United States
Highly-organized and resourceful Operations + Automation Specialist with 10+ years of experience supporting executives, managing complex projects, and streamlining systems for remote teams. Proven success in project management, event coordination, and process optimization using tools like GoHighLevel, ClickUp, Kajabi, and Google Suite. Known for clear communication, strong follow-through, and a proactive, solutions-focused approach. “Taylor’s attention to detail is unparalleled… she flawlessly managed over 50+ email campaigns that generated 82% of company revenue.” — Brad Bizjack, CEO, Brad Bizjack LLC
● Maintain and update CRM records to ensure data accuracy and consistency across client and internal systems. ● Support daily operations by managing workflows, automations, and project-tracking tools. ● Create and schedule newsletters, coordinate website updates, and ensure content reflects current offerings. ● Collect, organize, and analyze data to support business decision-making and improve client experience. ● Manage calendars, email communication, and task prioritization to keep projects on schedule.
Work independently behind the scenes to make sure everything runs smoothly. Email and calendar management for multiple accounts and team members. Utilize Slack daily to connect and check in with the team. Prioritize tasks by using ClickUp for project management. Training and assisting team members. Creating and updating standard operating procedures so tasks can be easily duplicated or learned. Creating Loom videos for training purposes. Updating website landing pages, offers, check out pages, etc. Editing, drafting, QAing, and scheduling all company newsletters and emails that are sent via Kajabi. Podcast management which includes scheduling interviews, editing episodes via Riverside, uploading content to BuzzSprout, collecting all needed information for episodes (links, IG accounts, etc.). Affiliate department management which entails keeping all documents up to date, inputting data accurately, staying in close contact with affiliates to make sure they have the most up to date information, etc.
● Managed executive and team inboxes, coordinated calendars, and streamlined communication for a fully remote team. ● Created and maintained 50+ standard operating procedures (SOPs) to improve efficiency and onboarding. ● Planned and coordinated multiple large-scale events, including vendor selection, logistics, and on-site support. ● Designed branded graphics in Canva and managed podcast production, uploading, and distribution. ● Automated workflows through ClickUp, Kajabi, and Zapier to increase team productivity. ● Oversaw affiliate management, ensuring accurate documentation and clear communication with partners. ● Edited and scheduled newsletters, emails, and blog posts in Kajabi; updated landing pages and product listings.
Work independently to complete administrative tasks including answering customer and client emails, scheduling and coordinating meetings between various calendars, and training new team members. Creating standard operating procedures so tasks can be duplicated seamlessly and with ease. Creating graphics within Canva. Organizing and filing documents within Google Drive. Engaging the team by utilizing Slack. Various data entry tasks. Conducting research. Social media engagement and development. Compile, edit and schedule newsletters in Kajabi. Utilize ClickUp for project management.
● Managed client communications, meeting schedules, and cross-time-zone coordination. ● Developed detailed SOPs for consistent team workflows and training. ● Created Canva graphics and organized digital assets within Google Drive. ● Supported social media engagement, newsletter creation, and project tracking in ClickUp.