Jessica M.

I’m Jessi, a bilingual Operations and Client Experience Assistant with 12+ years of experience across healthcare administration, customer care, remote business support, and virtual assistance. I help founders, service providers, and small teams organize the backend of their business so they can spend less time managing details and more time serving clients, creating offers, and growing. My experience includes inbox and calendar management, client communication, scheduling, invoicing, payment support, CRM maintenance, onboarding, project coordination, SOP creation, research, spreadsheets, documentation, and workflow organization. I’m also experienced with sensitive information, confidential records, patient and client communication, and fast-moving administrative environments. I’ve supported nonprofits, speakers and coaches, wellness brands, podcasters, nutritionists, therapists, chiropractors, primary care providers, and other service-based businesses. This range has made me adaptable, detail-oriented, and comfortable stepping into different systems quickly. Tools I’ve worked with include Dubsado, Notion, Asana, Trello, Monday, ClickUp, Kajabi, KEAP, Etsy, Squarespace, Canva, QuickBooks, Google Workspace, Karbon, Egnyte, Slack, SimplePractice, Athena, TheraNest, and EPIC. I especially enjoy supporting unconventional, mission-driven, and community-centered businesses, including women-led brands, BIPOC-owned businesses, LGBTQ+ entrepreneurs, neurodivergent founders, cannabis-adjacent brands, spiritual or witchy businesses, wellness providers, artists, and spicy-content creators. My clients typically need someone who can bring order to the chaos, improve follow-through, organize systems, communicate professionally, and help the business feel more manageable behind the scenes. I can support you with: Inbox and calendar management Client communication and follow-up Client onboarding and offboarding CRM setup and maintenance Invoicing and payment support SOPs, forms, and internal documentation Project and task management Research and spreadsheet organization Squarespace updates Kajabi course updates Etsy and digital product support General operations and personal assistant support I bring structure, warmth, discretion, and resourcefulness to my work. My goal is to make your business feel lighter, smoother, and more supported without you having to explain every little detail twice.