Evelyn J

Sales Operations Assistant

SummitBridge Sales Advisory • Freelance

Mar 2026 - Present • 2 mos

Currently maintaining CRM data accuracy, tracking deal progress, and supporting sales teams with pipeline updates and reporting. I'm also assisting with lead qualification processes and created structured systems to improve sales follow-ups.

Operations and Workflow Systems Manager

Generopolis • Freelance

Jul 2025 - Mar 2026 • 8 mos

Managed and optimized workflow systems to support daily business operations, ensuring seamless coordination across teams and departments using modern project management tools, workflow automation software, and productivity systems. Maintained and continuously improved board structures, task tracking systems, automation workflows, user permissions, and reporting frameworks to guarantee system stability, scalability, and long-term usability for growing businesses and startups. Designed and implemented structured project management workflows, business process automation systems, and task management solutions that enhanced team productivity, transparency, and accountability. Configured advanced automation rules, including status-based triggers, deadline notifications, recurring tasks, and task dependencies, leveraging workflow automation tools, CRM systems, and operations management platforms to reduce manual workload and eliminate process bottlenecks. Oversaw workspace organization by standardizing board layouts, naming conventions, and workflow processes, aligning with best practices in project planning, team collaboration tools, and digital operations management. Ensured systems were intuitive and easy to adopt for both new and existing team members while managing user roles and permissions for secure and efficient collaboration. Developed real-time reporting dashboards and performance tracking systems using data visualization tools, reporting dashboards, and project tracking software, providing insights into project progress, workload distribution, and operational efficiency. Identified inefficiencies in existing workflows and introduced process optimization strategies and automation solutions that improved turnaround time, reduced errors, and enhanced overall team performance.

Virtual Assistant – Business Operations

Stratford Operations Group UK • Freelance

Jan 2026 - Mar 2026 • 2 mos

I provided administrative and operational support for entrepreneurs and small business teams. Managed scheduling, em.a..il communication, CRM updates, and project coordination to ensure smooth daily operations. Assisted with task organization, data entry, document management, and workflow improvement.