Hey Lieu

Data Analyst

• Build and maintain dynamic data dashboards, KPI trackers, and weekly performance reports
• Interpret and present data insights to support executive decision-making
• Develop automated systems for data entry, validation, and reporting workflows
• Provide executive support, including scheduling, documentation, and communication follow-ups
• Manage sensitive business information with discretion and professionalism
• Draft summaries, reports, and visual presentations for meetings and stakeholder updates
• Track project deliverables and ensure timely completion of executive initiatives
• Identify trends, bottlenecks, and optimization opportunities across operations

Data Analyst – Executive Assistant

Customer Support

• Respond to customer inquiries via phone, email, and chat promptly and professionally • Provide quotes, answer service-related questions, and assist with booking moves • Coordinate scheduling changes and update internal systems accordingly • Conduct post-move follow-ups to gather feedback and address any concerns • Escalate complex issues to management when necessary • Maintain accurate and up-to-date customer records • Assist with administrative tasks as needed (CRM updates, reporting, etc.)

Customer Service Virtual Assistant – LatAm

Executive Assistant

• Provide high-level executive and analytical support on daily operations and special initiatives
• Build, update, and maintain sophisticated Excel/Google Sheet trackers, reports, and dashboards
• Generate actionable insights through data interpretation and visualization
• Draft professional correspondence, summaries, and internal reports
• Write and maintain SOPs, process documentation, and workflow improvements
• Coordinate travel, calendar, and event logistics

• Assist with internal documentation and coordination related to operations and administration
• Manage reports and records for key functions such as compliance, scheduling, and asset tracking
• Track inventory and supplies across departments or teams
• Support various administrative tasks such as data entry, correspondence, and task tracking
• Generate reports using Excel or similar tools to support business insights
• Use third-party platforms or software to monitor processes and workflows
• Communicate with team members and vendors to ensure tasks are completed accurately and on time

Virtual Assistant

Accounts Receivable

• Prepare, send, and track client invoices on a timely basis.
• Apply payments (credit card, ACH, checks) to customer accounts accurately.
• Maintain and update the aging report to track outstanding balances.
• Manage AR-related email correspondence and resolve client billing inquiries.
• Organize and file invoices and supporting documentation in customer folders.
• Generate summaries and financial reports for management, including credit memos.
• Support supervisors and account managers with AR-related customer requests.
• Assist in monthly closing activities and ad hoc financial tasks.

Accounts Receivable Specialist

• Respond to customer inquiries via phone, email, and chat promptly and professionally
• Provide quotes, answer service-related questions, and assist with booking moves
• Coordinate scheduling changes and update internal systems accordingly
• Conduct post-move follow-ups to gather feedback and address any concerns
• Escalate complex issues to management when necessary
• Maintain accurate and up-to-date customer records
• Assist with administrative tasks as needed (CRM updates, reporting, etc.)