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Virtual Assistant / CRM Manager | Triad_Tru LLC
Triad_Tru LLC
Jul 2024 - Oct 2025 • 1 yr 3 mos
Provided ongoing administrative and CRM support to founders and small business teams, ensuring leads, tasks, and client data were properly managed. 1. Managed CRM records, pipelines, and contact databases 2. Updated lead statuses, notes, and follow-ups to support sales activities 3. Handled calendar scheduling, inbox management, and meeting coordination 4. Maintained accurate records and organized digital files 5. Supported daily operations with minimal supervision