Rossy Innovate

Monday CRM & Executive Assistant Specialist

Real Estate Photo and Video Services | Elevate Your Property Listing • Freelance

Mar 2026 - May 2026 • 2 mos

Elevate Property Partners is a property investment and advisory firm managing multiple property leads, investors, vendors and active transactions. Their biggest challenge was keeping sales conversations, property information, appointments and follow-ups organized while the leadership team focused on business growth. I implemented a Monday CRM workflow to centralize leads, property opportunities, client communication and follow-up activities. Alongside CRM management, I provided executive assistant support through calendar management, meeting preparation, action tracking, email organization and weekly priority updates. Automated reminders helped prevent important leads and follow-ups from being forgotten. The result was a more structured real estate operation with clearer pipeline visibility and fewer administrative gaps. Executives could quickly see active opportunities, upcoming meetings and outstanding tasks from one dashboard. The project demonstrated how Monday CRM and executive assistance can work together to improve client management, sales organization and daily business operations.

Monday.com Executive Assistant & Operations Coordinator

Really Really Good • Freelance

Jan 2026 - Feb 2026 • 1 mo

NorthPeak Cloud Systems is a growing SaaS company serving businesses with cloud-based productivity solutions. As the executive team expanded, important follow-ups, meetings, projects and customer activities were becoming difficult to coordinate across spreadsheets, email and disconnected tools. I supported the leadership team as a Monday.com Executive Assistant by organizing executive calendars, meeting actions, follow-ups and internal projects inside structured Monday.com boards. I created task workflows, ownership fields, priority tracking and dashboards while maintaining Monday CRM data and ensuring important client and operational information stayed organized. The improved system gave leadership one clear view of priorities, deadlines and outstanding actions. Routine administrative work became easier to manage, project visibility improved and executives could spend more time on strategic decisions instead of chasing updates. The project combined executive assistance, Monday.com project management, CRM management and workflow automation into one organized operating system.