Jefferson Juanatas

A highly organized and results-driven manager with expertise in Salesforce CRM, GHL CRM, Asana and AI-driven tools, and workflow automation to deliver projects efficiently and at scale. Recognized for seamlessly integrating executive-level support with project management, enabling strong communication, precision execution, and alignment with leadership priorities. Skilled in coordinating cross-functional teams, streamlining processes, and driving measurable outcomes in fast-paced environments.

Operations Manager / Project Manager - MRBC - Nueva Ecija, Philippines

(2026-01)

• Coordinated cross-functional teams from operations, training, and marketing; ensured project delivery within budget.
• Developed and implemented Standard Operating Procedures
• Conducted staff onboarding and training sessions to align new store teams.

Executive Assistant / Claims Manager - EV Access.io - Phoenix, Arizona

(2024-01 - 2026-01)

• Served as the primary point of contact for customer inquiries and claims, providing timely resolutions.
• Managed calendars, scheduled meetings, tracked deadlines, and coordinated across teams to ensure smooth daily operations and follow-through on key priorities.
• Organized invoices, receipts, and claims documentation while preparing reports and summaries

Executive Assistant / Project Manager - EOS Worldwide - Dallas, Texas

(2022-01 - 2024-01)

• Managed executive calendars, scheduled meetings, and coordinated logistics across multiple time zones.
• Prepared reports, meeting notes, and executive communications to support decision-making.
• Coordinated cross-functional tasks and ensured follow-through on priorities and deadlines.

Executive Assistant - Resonance Executive Coaching - Los Angeles, California

(2021-01 - 2022-01)

• Prospected and qualified leads through LinkedIn Sales Navigator to expand client pipeline.
• Managed CRM to track prospects and support campaigns through Active Campaign.
• Managed podcast production via Libsyn and audience engagement.

Operations Manager / Executive Assistant - Spark Real Estate - St. Louis, Missouri

(2020-01 - 2021-01)

• Oversaw daily operational workflows and CRM processes to ensure seamless transaction tracking, data accuracy
• Coordinated communication between clients, agents, and external partners, handling scheduling, documentation, and client concerns.
• Implemented systems and process improvements.
• Coordinated cross-functional teams from operations, training, and marketing; ensured project delivery within budget.
• Developed and implemented Standard Operating Procedures
• Conducted staff onboarding and training sessions to align new store teams.

CRM and Lead Manager - MarketPro Homebuyers - Rockville, Maryland

(2019-01 - 2020-01)

• Managed Salesforce CRM, creating specialized reports and analytics to track leads, sales progress, and team performance.
• Oversee lead nurturing campaigns through SMS and email outreach, maintaining strong response and delivery rates.
• Coordinated with clients, stakeholders, and internal teams to ensure seamless communication and follow-through on transactions.
• Assisted in budgeting and forecasting activities, providing insights and recommendations to support strategic decision-making.
• Conducted financial analysis to identify trends, variances, and opportunities for cost savings or revenue enhancement.
• Prepared and filed tax returns, ensuring compliance with tax laws and regulations.

Executive Lounge Manager - The Ritz-Carlton Hotel - Riyadh, Saudi Arabia

(2018-01 - 2019-01)

• Assisted in budgeting and forecasting activities, providing insights and recommendations to support strategic decision-making.
• Conducted financial analysis to identify trends, variances, and opportunities for cost savings or revenue enhancement.
• Prepared and filed tax returns, ensuring compliance with tax laws and regulations.

Assistant Guest Relations Manager - The Ritz-Carlton Hotel - Riyadh, Saudi Arabia

(2016-01 - 2018-01)

• Leading and handling a team of 15 members.
• Directly collaborate with management to develop and carry out ideas and procedures and set goals to continuously improve department performance & performance.
• Assign and ensure work tasks are completed on time and meet quality standards.

Guest Relations Supervisor - The Ritz-Carlton Hotel - Riyadh, Saudi Arabia

(2011-01 - 2016-01)

• Check in and out of guests through the front desk.
• Express check-in and check-out for VIP guests when needed.
• Supervise team members in maintaining lobby coverage and ensuring the highest guest engagement level.
• Create a positive work environment which helps employees perform effectively

Bachelor's Degree - Nursing - Pines City Colleges (2003-01 - 2008-01)