Juana M.
Executive Assistant
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Juana Marie T. is a seasoned Senior Executive Assistant and operations leader with over eight years of experience supporting founders and senior executives across industries such as digital agencies, US-based accounting firms, construction services, and consulting environments. She has served as a strategic partner at RDM Consulting Services, driving operational efficiency through high-volume executive inbox management, cross-functional team coordination, and workflow optimization. Juana Marie has implemented and managed CRM-based tracking systems and project management tools, notably ClickUp and Google Workspace, to support distributed teams and streamline project deliverables. Her background also includes operational oversight at Silver Peaks Accounting Services and Digital Trek, where she structured client onboarding, task tracking, and compliance workflows. Throughout her roles, she has leveraged AI productivity tools to synthesize information into actionable plans, managed confidential executive documentation, and developed SOPs to enhance team accountability and alignment.
Experience
Senior Executive Assistant / Operations & Project Manager
RDM Consulting Services · 2022 — PresentAssisted several overseas founders and senior leaders by providing strategic support in operations, executive coordination, and systems management. Handled high-volume executive inboxes by triaging and drafting responses, prioritizing urgent matters, and ensuring prompt follow-ups. Proactively monitored outstanding action items across leadership and teams to sustain execution momentum. Recorded detailed meeting notes and transformed discussions into organized action plans and summaries. Utilized AI tools such as ChatGPT and transcription software to distill ideas into clear briefs and SOPs. Developed and fine-tuned task management systems leveraging ClickUp and CRM platforms and created structured project tracking dashboards for enhanced leadership visibility. Established weeklyPractice Manager
Silver Peaks Accounting Services · 2021 — 2022Supervised daily operational workflows for a remote accounting practice. Handled client onboarding, managed documentation tracking, and ensured compliance with deadlines. Developed internal task tracking systems to minimize bottlenecks during busy tax seasons and standardized templates for communication and process documentation to facilitate accountability within the team and with leadership.Operations Manager
Digital Trek · 2020 — 2021Supported the agency founder by managing workflow and facilitating internal coordination. Introduced CRM-based task tracking systems and maintained reporting dashboards to provide visibility into campaigns and projects, ensuring timely follow-ups across various teams and departments.Project Manager
Primitive · 2020 — 2020Coordinated projects related to digital marketing and web development. Monitored deliverables and timelines while managing communication among stakeholders. Converted executive directives into organized execution plans.Executive Assistant / HR Staff / Liaison
Suds Premier Franchising Corp. · 2018 — 2020Provided direct support to senior leadership by managing schedules, correspondence, and confidential records. Served as a liaison between management, employees, and external partners while assisting with HR documentation and internal coordination to ensure that leadership priorities were effectively tracked and executed.Administrative Assistant / Writer
City Planning and Development Office – City Government of Dasmariñas · 2017 — 2018Prepared official documentation and executive-level reports. Maintained organized records and compliance files while coordinating communication between various departments.Junior High School Teacher
Blessed School of Salitran Inc. · 2016 — 2017Oversaw classroom operations and crafted structured curriculum plans. Cultivated strong communication and documentation practices.
Skills & Expertise
Education
- BSED in Physical ScienceRizal Technological University · 2012 — 2016
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