Hi, I’m Kyle, an Executive Assistant and Medical Virtual Assistant with 4+ years of experience supporting founders, executives, and fast-growing teams across operations, customer success, and executive support.
I help keep businesses organized and running smoothly through executive coordination, CRM management, invoicing, renewals, client follow-ups, and day-to-day operations. I stay ahead of moving priorities, create structure where needed, and make sure nothing slips through the cracks.
I also build effective operational systems, including Google Sheets trackers with formulas and conditional formatting to monitor billing, renewals, follow-ups, client calls, workflow visibility, etc.
What I Can Support
Billing & Customer Operations
• Stripe invoicing, payment tracking, refunds, and reconciliation
• Subscription tracking, renewals, and collections follow-ups
• Customer onboarding and retention workflows
• CRM updates and customer lifecycle management
Executive & Operations Support
• Calendar and inbox management
• Scheduling, logistics, and coordination
• Meeting notes, action items, and follow-ups
• SOP creation and workflow improvement
CRM & Systems Management
• Salesforce, HubSpot, Pipedrive, Keap, Go High Level, Buildium
• Pipeline management and data organization
• Reporting dashboards and operational trackers
Customer Success & Communication
• Client onboarding and relationship management
• B2B/B2C customer support via phone, email and chat
• Professional client communication and follow-through
Tools & Platforms
Stripe, Salesforce, HubSpot, Go High Level, Keap, Buildium Google Workspace, Microsoft Office, ClickUp, Trello, Notion, Asana, Calendly, Buildium, Canva, Slack, Zoom, and Meta Business Suite, etc
Why Clients Work With Me
• Strong ownership and follow-through
• Organized, proactive, and detail-oriented
• Clear and professional communication
• Reliable support that creates structure and reduces workload
Available for long-term, full-time, part-time, or project-based support.
Let’s make your operations smoother and your day-to-day easier to manage.