Calendar & Task Management – CBD Department:

1. Manage the CBD department’s calendar, scheduling internal and external meetings, project milestones, and strategic sessions to ensure optimal coordination and time utilization.
2. Leverage CRM systems to automate updates related to client meetings, partner interactions, and business development follow-ups.
3. Utilize Power BI dashboards to analyze time and task distribution across the department, identifying workflow patterns and supporting strategic planning.

Correspondence and Documentation:

1. Prepare and refine communications, reports, and business development materials, ensuring clarity, professionalism, and brand alignment.
2. Maintain structured digital filing systems, integrated with CRM platforms for document version control and quick access.
3. Use Power BI to develop executive summaries, client engagement reports, and performance dashboards for leadership and stakeholder reviews.

Communication Handling:

1. Manage incoming calls, emails, and stakeholder messages directed to the CBD department, ensuring timely and accurate responses.
2. Integrate CRM tools to log and track all communication touchpoints with clients, partners, and prospects, maintaining a full engagement history.

Meeting Coordination:

1. Coordinate agendas for CBD-related meetings, including client presentations, internal planning sessions, and strategy briefings.
2. Take detailed minutes and ensure actionable items are captured, assigned, and monitored.
3. Utilize CRM insights to tailor meeting objectives and align discussions with current opportunity stages.
4. Employ Power BI to evaluate meeting outcomes and generate follow-up action tracking reports.

Travel Coordination:

1. Organize travel logistics for CBD team members for site visits, client meetings, and industry events.
2. Align travel plans with CRM schedules to optimize client engagement opportunities.
3. Use Power BI to monitor travel spending trends and identify cost-saving opportunities.

Administrative Support:

1. Provide administrative support tailored to the operational needs of the CBD department, ensuring seamless day-to-day functionality.
2. Implement CRM-based task tracking to manage assignments, deadlines, and automated reminders.
3. Use Power BI tools to oversee departmental KPIs, workflow efficiency, and operational bottlenecks, delivering insights for continuous improvement.Calendar & Task Management – CBD Department:
4. Manage the CBD department’s calendar, scheduling internal and external meetings, project milestones, and strategic sessions to ensure optimal coordination and time utilization.
5. Leverage CRM systems to automate updates related to client meetings, partner interactions, and business development follow-ups.
6. Utilize Power BI dashboards to analyze time and task distribution across the department, identifying workflow patterns and supporting strategic planning.

Correspondence and Documentation:

1. Prepare and refine communications, reports, and business development materials, ensuring clarity, professionalism, and brand alignment.
2. Maintain structured digital filing systems, integrated with CRM platforms for document version control and quick access.
3. Use Power BI to develop executive summaries, client engagement reports, and performance dashboards for leadership and stakeholder reviews.

Communication Handling:

1. Manage incoming calls, emails, and stakeholder messages directed to the CBD department, ensuring timely and accurate responses.
2. Integrate CRM tools to log and track all communication touchpoints with clients, partners, and prospects, maintaining a full engagement history.

Meeting Coordination:

1. Coordinate agendas for CBD-related meetings, including client presentations, internal planning sessions, and strategy briefings.
2. Take detailed minutes and ensure actionable items are captured, assigned, and monitored.
3. Utilize CRM insights to tailor meeting objectives and align discussions with current opportunity stages.
4. Employ Power BI to evaluate meeting outcomes and generate follow-up action tracking reports.

Travel Coordination:

1. Organize travel logistics for CBD team members for site visits, client meetings, and industry events.
2. Align travel plans with CRM schedules to optimize client engagement opportunities.
3. Use Power BI to monitor travel spending trends and identify cost-saving opportunities.

Administrative Support:

1. Provide administrative support tailored to the operational needs of the CBD department, ensuring seamless day-to-day functionality.
2. Implement CRM-based task tracking to manage assignments, deadlines, and automated reminders.
3. Use Power BI tools to oversee departmental KPIs, workflow efficiency, and operational bottlenecks, delivering insights for continuous improvement.