Kate Ann F.Private profile: Upwork shows its earnings only to signed-in members, so we check it every few weeks, not daily. MRR here is a rough estimate (Upwork's six-month earnings ÷ months active). Last read Nov 5, 2026.

Client Success | Business Operations | CRM & Project Coordination —————————— I help businesses build strong client relationships, stay organized, and keep their operations running smoothly. With 15+ years of experience supporting executives, business owners, and growing teams, my background spans Client Success, Account Management, Business Operations, Project Coordination, and CRM Management. I've worked across industries including FinTech, investment crowdfunding, digital marketing, real estate, SaaS, and professional services. My experience goes beyond traditional administrative support. I enjoy being involved in the bigger picture—understanding what clients need, coordinating with the right people, keeping projects on track, and finding practical ways to improve how things get done. Here's How I Can Help Your Business: Client Success & Account Management ◆ Client onboarding, relationship management, and ongoing support ◆ Proactive communication, follow-ups, and issue resolution ◆ Coordinating client meetings, working sessions, and project updates ◆ Managing client expectations, deliverables, and internal coordination ◆ Supporting clients throughout their business or project lifecycle Business Operations & Project Coordination ◆ Coordinating daily operations and cross-functional team activities ◆ Managing project timelines, priorities, and outstanding tasks ◆ Monitoring progress and maintaining organized workflows ◆ Supporting internal processes, documentation, and reporting ◆ Training team members on project management tools and workflows CRM Management & Workflow Automation ◆ GoHighLevel CRM and pipeline management ◆ Managing 50+ active pipeline items, client records, and follow-up activities ◆ Workflow automation, email sequences, triggers, and task tracking ◆ ClickUp and Podio project coordination and reporting ◆ Maintaining accurate records and improving CRM processes Client Acquisition & Business Development Support ◆ Initiating conversations with prospective clients and business partners ◆ Coordinating client acquisition and onboarding processes ◆ Negotiating proposed commercial terms, subject to management approval ◆ Facilitating communication between clients, sales teams, and management ◆ Supporting account development and ongoing client engagement Executive & Administrative Support ◆ Executive calendar and inbox management ◆ Meeting scheduling and coordination ◆ Research, reporting, and documentation ◆ Task prioritization and administrative support ◆ Internal and external stakeholder communication Tools & Platforms: ✓ CRM & Project Management: GoHighLevel, ClickUp, Podio, HubSpot, Trello, Asana, Jira, Basecamp ✓ Customer Support: Intercom, HelpScout, Zendesk, WHMCS ✓ Marketing & Automation: Mailchimp, Drip, AWeber, Typeform, Apollo ✓ Web & E-commerce: WordPress, Squarespace, Elementor, Shopify, WooCommerce, Magento ✓ Collaboration & Productivity: Google Workspace, Microsoft 365, Slack, Zoom, Google Meet, Microsoft Teams, Canva Professional Development Certifications (Coursera – University of California, Irvine): • Project Management: The Basics for Success • Time Management for Personal & Professional Productivity • Finance for Non-Financial Professionals • Communication in the 21st Century Workplace A Little About Me Outside of work, I'm a fur mom and co-founder of Casa Henry – Aspin Rescue. Caring for rescued animals has strengthened my patience, resourcefulness, empathy, and sense of responsibility—qualities I also bring to my professional relationships. Let's Work Together If you're looking for someone who can build strong client relationships, coordinate projects, manage CRM processes, and help keep your business organized, I'd love to connect. I bring experience, initiative, and a genuine commitment to making things easier for the people and businesses I support.