Lexi B.
Executive Assistant & Operations Support | Project Management | CRM
I'm Lexi, an Executive Assistant and Operations Coordinator with 5+ years helping founders and growing teams run leaner: calendars, CRM, project management, SOPs, and AI-assisted workflows that cut hours of admin out of every week. Most of my clients come to me at the same point. The business is growing, the inbox is full, and there's no system holding it together. I take ownership of the back end so you can stay on strategy, sales, and decisions. That means I don't just complete tasks; I build the process, document it, and run it. .......................... EXECUTIVE & ADMINISTRATIVE SUPPORT - Calendar, inbox, and priority management across US, AU, and PH time zones - Appointment setting, scheduling, and meeting prep - Travel coordination and itineraries - Document preparation, data entry, invoicing, and follow-ups PROJECT MANAGEMENT & OPERATIONS - End-to-end project coordination in Asana, Trello, and Notion - SOP creation, workflow documentation, and process improvement - Team task tracking, deadline management, and status reporting - Dashboard and KPI reporting for weekly and monthly reviews - Onboarding systems for new clients and team members - Platform administration and tenant/member data management (RentRedi, PushPress) CRM & CLIENT EXPERIENCE - CRM setup, management, migration, and database cleanup - Client onboarding sequences and follow-up cadences - Lead tracking, pipeline reporting, and retention follow-through AI TOOLS & AUTOMATION - AI-assisted research, drafting, summarizing, and content repurposing (ChatGPT, Claude) - AI meeting notes and action-item capture (Granola, Jamie) - Automating repetitive admin with templates, workflows, and system handoffs - Using AI to speed up SOP writing, reporting, and inbox triage while keeping your voice intact DIGITAL MARKETING & SOCIAL MEDIA - Social media management (Instagram, TikTok, Facebook, LinkedIn) - Content scheduling and analytics reporting (Metricool, Meta Business Suite) - Content calendars and caption writing - Canva graphic design and video editing (CapCut, Final Cut Pro) - Market research and competitor analysis .......................... WHY CLIENTS KEEP ME LONG-TERM I've supported founders across real estate and property management, insurance, fitness, hospitality, agencies, and service-based businesses, including a Director of Operations role where I own reporting, systems, and team coordination end to end. I work natively in the platforms these industries actually run on: RentRedi for property management, PushPress for gyms and studios, Wingman and Mastermind for real estate CRM. - Proactive: I flag problems before they land on your desk - Systems-minded: everything I touch gets documented so it's repeatable - Fast, clear communicator with reliable overlap in US and AU hours - Discreet with sensitive calendars, contacts, and financials .......................... TOOLS & PLATFORMS Project Management & Productivity: Asana • Trello • Notion • Google Workspace • Clockify • Slack • Zoom CRM & Client Systems: Wingman CRM • Mastermind CRM • CRM cleanup, migration & pipeline setup Industry Platforms: RentRedi • PushPress Marketing, Social & Content: Metricool • Meta Business Suite • Instagram • TikTok • Facebook • LinkedIn • Canva • CapCut • Final Cut Pro AI & Automation: ChatGPT • Claude • Granola • Jamie .......................... LET'S TALK Send me a message with what's currently eating your week. I'll tell you exactly how I'd take it off your plate, and what the first 30 days would look like.
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $10k
Billed in all: $16,863$17k
$1.7k in the last 6 months
Across 10 contracts
Earnings, last 30 days
Skill rankings: Top 5% in Freelance Marketing
Ranked by MRR among everyone on Upwork with the skill.
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