Executive Operations and CRM Support

Calm, accountable support for the client work behind your growth.

I help founder-led firms keep schedules, CRM records, client follow-ups, documentation, and digital operations moving with clarity and dependable follow-through.

Request a 20-minute fit call View selected operations

Based in the Philippines with flexible overlap across New York and United States business hours.

Dhaeby Joy Osita wearing glasses and a light blue blouse
Virtual Assistant Dhaeby Joy Osita
Soft SignalQuiet systems. Visible follow-through.
Current focusExecutive and CRM operations
Remote scopeInternational client support
Working styleProactive and detail-oriented
Professional filesPDF and editable Word

Selected operations

01 / Work

The work between a decision and a dependable result.

Representative responsibilities from verified experience—organized as the operating patterns Dhaeby can bring to a founder-led team.

Executive coordination

Turn competing schedules, service requests, working files, and conversations into a calm, trackable operating rhythm.

01 · Receive

Collect the signal

Review incoming priorities, meeting needs, documents, and client requests.

02 · Organize

Build the rhythm

Coordinate calendars, prepare working materials, and keep next steps visible.

03 · Follow through

Close the loop

Track action items, communicate clearly, and keep essential files current.

Verified scope: calendar and meeting support, document formatting, file organization, service-request coordination, research, and client follow-ups.

CRM follow-through

Keep prospect and client information usable—from structured intake and clean records to timely follow-up and visible ownership.

01 · Intake

Capture accurately

Prepare lead uploads, map data, and organize new inquiries for action.

02 · Route

Maintain the pipeline

Update stages, sub-accounts, contact records, and supporting workflows.

03 · Nurture

Keep contact moving

Support prospect engagement, appointment setting, email, and SMS follow-up.

Verified scope: GoHighLevel pipelines, CSV mapping, lead uploads, data cleanup, appointment setting, and supporting automation workflows.

Content operations

Connect planning, production, publishing, community care, and performance review so visibility does not depend on last-minute effort.

01 · Plan

Shape the calendar

Research topics, align content to brand voice, and organize the publishing sequence.

02 · Produce

Prepare the assets

Draft captions, create graphics, edit short-form video, and repurpose material.

03 · Maintain

Support the channel

Publish, respond to comments and messages, and keep performance notes organized.

Verified scope: platform-specific content, social publishing, community engagement, Canva assets, Descript and CapCut editing, and event promotion.

Engagement lanes

02 / Services

Focused support, shaped around the work you need owned.

Begin with one lane or combine them into a practical support model for your business.

01

Executive Operations

Reliable coordination for schedules, meetings, documents, research, data, recurring tasks, and the administrative details that keep work moving.

CalendarDocumentationResearchSOPs
02

CRM & Client Experience

Structured pipeline administration and client follow-through across records, lead handling, service requests, nurture sequences, and customer communication.

GoHighLevelPipelinesFollow-upEmail / SMS
03

Content Operations

End-to-end support for content planning, asset production, publishing, community engagement, event promotion, and organized performance review.

Social mediaCanvaShort-form videoEvents

First 30 days

03 / Approach

A measured start. A stronger operating rhythm.

A four-stage working model for understanding the work, reducing friction, and building dependable follow-through.

01 · ALIGN

Clarify priorities

Define responsibilities, communication expectations, access, timing, and the first work to stabilize.

02 · STABILIZE

Establish rhythm

Organize recurring work, centralize immediate priorities, and create visibility around ownership and next steps.

03 · DOCUMENT

Make work repeatable

Capture practical checklists, handoffs, and procedures so essential work becomes easier to maintain.

04 · IMPROVE

Refine together

Review what is working, identify avoidable friction, and strengthen the operating system over time.

Working proof

04 / About

Trusted for initiative, responsiveness, and follow-through.

She’s dependable, takes initiative, and consistently gets the job done without needing to be micromanaged.
Boyd HoekCEO

“She’s organized, responsive, and always willing to step in and help. I can count on her to get things done.”

Nick UrukaloInsurance Agent and Team Leader

“She’s proactive, detail-oriented, and quick to understand what’s needed. Her support makes our marketing work much easier.”

Yin ChewMarketing Consultant

Relevant experience

Jul 2025 — PresentExecutive Assistant / Administrative and CRM SupportHoek Consulting / Abundance Agency
Jun 2022 — Aug 2026Social Media Coordinator and Digital Marketing Strategist / Consulting SupportFlasch International

Credentials & readiness

05 / Due diligence

Business fluency behind the day-to-day support.

Accounting information systems study, professional credentials, and practical comfort across the tools remote teams use.

EDU

Bachelor of Science in Accounting Information Systems

Cor Jesu College Inc. · Digos City, Philippines

CERT 01

QuickBooks Online Certified ProAdvisor

QuickBooks Online Accountant Certification

CERT 02

SAP Business All-in-One Application Associate

Logistics · Erudite Academy

CERT 03

Tax Updates and Tax Practice Seminar

Philippine Association of Certified Tax Technicians · 28 hours

CERT 04

Civil Service Professional Eligibility

Civil Service Commission

Start a conversation

Let’s make the work behind your growth feel lighter.

Share the priorities that need steady ownership. Dhaeby will reply by email to arrange a focused 20-minute fit call.

Request a fit call Download portfolio
Emailositadhaeby@gmail.com Phone+63 912 055 1015 LinkedInConnect with Dhaeby ↗
Professional downloads
Professional CVFocused application document
PDFDOC
Service portfolioClient-facing capabilities overview
PDFDOC
Service snapshotOne-page introduction
PDFDOC
Download the complete professional pack

Digos City, Philippines
Flexible international overlap

Request a 20-minute fit call ↗