Email Verified Tracy F
0.0/5 (0 Feedback)
Member since November 5, 2020

All of your scattered ideas are actionable and profitable plans when I organize them for you.

  • //surplushands.com/wp-content/uploads/2019/09/usa.pngUnited States
  • Save


Ongoing projects


Completed projects


Cancelled projects


Ongoing services


Completed services


Cancelled services

* Click the button to send an offer

Send Message


Administrative Coordinator

  •  Back Bay Speech Therapy
  •  Jun 2019 - May 2020

Patient Intake, insurance verification, scheduling, patient support, onboarding, and streamlining previous processes that were handled manually, into online processes.

Customer Service Management

  •  Southern Sandtray Institute
  •  Dec 2018 - Present

Management of help desk and billing, technical support for clients, and assist with most aspects of enrollment (building campaigns, customer support, enrollment, onboarding, etc.). I also track and report metrics including financial, churn rate, etc.


  •  Valentine Appraisal & Associates
  •  Nov 2017 - Nov 2020

Transcription, graphics, and some limited research for commercial appraisals.

Help Desk Manager

  •  Dandrew Partners
  •  Jun 2013 - Dec 2020

Personal Assistant

  •  AJ Palmgren
  •  Mar 2014 - Nov 2017

Managed calendar and inbox. Research and record keeping. Miscellaneous tasks associated with management of a multi-family portfolio.

Manual Writer

  •  Dandrew Partners
  •  Jul 2013 - May 2014

Managed help desk and created a manual for processing tickets, account updates, payments, etc.

Admin & Research Assistant

  •  Upside Group
  •  Jul 2013 - Apr 2013

Various research projects, primarily surrounding franchise requirements for new owners/investors. I also developed a comprehensive guide to social media platforms for new business owners.