Business Office Portfolio by Dakota Conner

Business Office Portfolio

Dakota Conner

Virtual Business Manager

G Suite

Microsoft Office 365

Slack

1. Business Operations Management

Description: Oversaw day-to-day operations for a client’s online business to ensure efficiency and productivity. Apps/Tools Used: Asana, Slack, Google Workspace, Monday.com. Process:

Conducted a review of current workflows and identified inefficiencies.

Streamlined operations using Asana to assign and track tasks.

Coordinated team communications through Slack to ensure alignment on goals.

Delivered weekly updates to the client via Google Workspace to track progress.

2. Team Leadership & Coordination

Description: Managed a remote team of 10 by assigning tasks, monitoring performance, and fostering collaboration. Apps/Tools Used: Microsoft Teams, Zoom, Trello, Teamwork. Process:

Set up recurring check-ins via Zoom to discuss progress and resolve challenges.

Delegated tasks using Trello boards and provided detailed briefs for clarity.

Tracked project completion and team productivity using Teamwork.

Maintained team morale by recognizing achievements and organizing virtual team-building activities.

3. Financial Management

Description: Managed client budgets, invoicing, and financial reports to maintain business profitability. Apps/Tools Used: QuickBooks, Excel, Google Sheets, HubSpot. Process:

Tracked expenses and income using QuickBooks and generated monthly financial reports.

Developed budget forecasts in Excel to guide financial planning.

Automated invoicing through HubSpot to ensure timely client payments.

Collaborated with accountants and tax professionals to ensure compliance.

4. Process Improvement & Automation

Description: Streamlined manual workflows to save time and reduce errors for a client’s growing business. Apps/Tools Used: Power Automate, Zapier, ServiceNow, Google Workspace. Process:

Analyzed existing processes to identify tasks suitable for automation.

Implemented automated workflows using Zapier for recurring tasks like client follow-ups and data entry.

Monitored automation performance and made adjustments using Power Automate.

Documented new processes in Google Workspace for team reference and training.

5. Client Relationship Management

Description: Maintained strong relationships with clients by providing exceptional support and regular communication. Apps/Tools Used: Salesforce, HubSpot, Microsoft Teams, Zoom. Process:

Used Salesforce to track client interactions and ensure personalized service.

Held bi-weekly Zoom meetings to review project updates and gather feedback.

Sent personalized email updates and newsletters through HubSpot.

Addressed client concerns promptly to maintain satisfaction and loyalty.

6. Launch Coordination

Description: Planned and executed the launch of a new digital product, ensuring seamless delivery. Apps/Tools Used: ClickUp, Canva, Mailchimp, Instagram, CapCut. Process:

Created a launch timeline in ClickUp, assigning tasks and deadlines to the team.

Designed promotional materials in Canva for social media and email campaigns.

Scheduled and sent launch emails using Mailchimp.

Monitored the launch's performance and engagement metrics via Instagram analytics.

7. KPI Tracking & Reporting

Description: Monitored and analyzed key performance indicators (KPIs) to ensure business goals were met. Apps/Tools Used: Tableau, Power BI, Google Analytics, Excel. Process:

Identified relevant KPIs aligned with the client’s business objectives.

Collected data using Google Analytics and CRM tools.

Visualized trends and performance metrics in Tableau and Power BI.

Presented monthly reports to the client with actionable recommendations for improvement.

8. Content Calendar Management

Description: Managed a comprehensive content calendar to organize and track marketing initiatives. Apps/Tools Used: Monday.com, Hootsuite, Later, HubSpot. Process:

Created a calendar in Monday.com to schedule blog posts, emails, and social media updates.

Collaborated with the content team via HubSpot to ensure deadlines were met.

Scheduled posts in Hootsuite and Later for consistent publishing.

Updated the calendar regularly to reflect new priorities and campaign changes.

9. Vendor and Contractor Management

Description: Oversaw relationships with third-party vendors and contractors to ensure timely deliverables. Apps/Tools Used: Slack, Google Workspace, Asana. Process:

Communicated expectations and deliverables with vendors using Slack and Google Workspace.

Tracked project deadlines and progress using Asana.

Reviewed and approved work submissions to maintain quality standards.

Negotiated contracts and payment terms to ensure cost efficiency.

10. Marketing Campaign Execution

Description: Implemented multi-channel marketing campaigns to drive brand awareness and sales. Apps/Tools Used: HubSpot, Hootsuite, Canva, Mailchimp. Process:

Collaborated with the client to define campaign goals and target audiences.

Designed marketing assets in Canva for emails and social media.

Scheduled posts and emails through Hootsuite and Mailchimp.

Analyzed campaign performance using HubSpot and created a post-campaign report.

11. Event Planning & Management

Description: Organized a virtual event to boost engagement and showcase a client’s services. Apps/Tools Used: Zoom, Microsoft Teams, Canva, Eventbrite. Process:

Created an event plan and timeline, assigning tasks to team members.

Designed promotional materials in Canva and marketed the event on social media.

Used Eventbrite to manage registrations and attendee communications.

Hosted the event on Zoom, ensuring smooth execution and audience interaction.

12. Training & Onboarding Support

Description: Developed training materials and onboarded new team members to ensure a smooth integration. Apps/Tools Used: Microsoft Teams, Slack, Google Workspace, Loom. Process:

Created step-by-step guides and videos using Google Workspace and Loom.

Conducted virtual training sessions via Microsoft Teams to introduce tools and processes.

Provided ongoing support through Slack to answer questions and address concerns.

Evaluated the onboarding process and implemented improvements based on feedback.

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Posted Jan 13, 2025

Streamlined operations, managed teams, automated workflows, optimized finances, led launches, and drove growth using top tools and strategies.

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