Daniela Casanova Executive Assistant & Operations Specialist | 🚀 Workflow &

Executive Assistant

Spacecadet

Jan 2026 - Current (10 months)

• Supported business operations, marketing, and executive-level processes to enhance efficiency and ensure seamless workflows.
• Design and maintain dynamic dashboards and reports in Google Sheets, including KPI trackers, sales analytics, appointment metrics, and performance insights for sales and operations teams.
• Conduct data analysis to identify trends and improve team performance, creating visualizations for easy interpretation.
• Regularly update and track metrics for email campaigns, funnel statistics, and ad performance, ensuring accurate reporting.
• Integrate Google Sheets with tools like Zapier and n8n to automate workflows and enhance operational efficiency.
• Provide support for CEO schedules, calendar

Executive & Operations Assistant

Conversionly

Jul 2023 - Current (3 years 4 months)

Supported business operations, marketing, and executive-level processes to
enhance efficiency and ensure seamless workflows.
Key Responsibilities:
• Design and maintain dynamic dashboards and reports in Google Sheets,
including KPI trackers, sales analytics, appointment metrics, and performance
insights for sales and operations teams.
• Conduct data analysis to identify trends and improve team performance,
creating visualizations for easy interpretation.
• Regularly update and track metrics for email campaigns, funnel statistics, and
ad performance, ensuring accurate reporting.
• Integrate Google Sheets with tools like Zapier and n8n to automate workflows
and enhance operational efficie

Inside Sales Agent

Conversionly

Aug 2022 - Jul 2023 (1 year)

B2B Inside Sales Agent for Conversionly, a digital marketing and client
acquisition company serving diverse niches. I played a key role in driving client
engagement and supporting the sales pipeline.
Key Responsibilities:
• Conducted outreach and prospecting to qualify leads and schedule
appointments with decision-makers.
• Managed live lead responses in the CRM, ensuring prompt follow-up within 5
minutes of submission.
• Handled power dialers and executed outbound activities to maintain a
consistent lead flow.
• Actively engaged with leads through Facebook group activities, building
rapport and trust.
• Reviewed daily call performance and provided feedback for process
improve

B

Recruiter & Sales Coordinator

Boatman Agency

Apr 2021 - Jul 2022 (1 year 4 months)

Chelan, Washington, Estados Unidos (Remotely)
• Managed appointment setting for life and health insurance agents, including
scheduling
interviews and follow-up calls.
• Utilized CRM platforms like GoHighLevel and HubSpot to manage leads and
track recruitment
progress.
• Provided interpretation services for Spanish-speaking leads, boosting
communication and
improving conversion rates.
• Pre-qualified leads and prospects to ensure they meet the necessary criteria
for insurance
agent roles.
• Enhanced customer relationships through timely and professional follow-ups
with
prospective clients.
• Created multiple spreadsheet trackers and a dashboard for internal team<

Consecutive Medical Interpreter (Spanish-English)

LanguageLine Solutions

Nov 2019 - Feb 2021 (1 year 4 months)

Remote
• Provided accurate and clear interpretation services via phone and video calls
for medical
facilities and healthcare staff across the globe.
• Assisted medical staff and customers with sensitive medical information,
ensuring accurate
translations.
• Maintained professionalism in high-pressure situations.
• Collaborated with the clinical team to ensure seamless patient care,
streamlining
communication processes, and reducing misunderstandings.
• Achieved a 98% accuracy rate in live quality assurance evaluations
conducted by the QA
department, consistently ranking on the company's leaderboard.

Credit Card Specialist

Accedo Technologies

Sep 2018 - Oct 2019 (1 year 2 months)

Bucaramanga Metropolitan Area
• Provided customer care in the financial/credit card department (Target Card
Services), handling inquiries related to credit and debit card management,
payment processing, disputes, and fraud investigations.
• Acted as a supervisor during part of my tenure, receiving escalations and
resolving complex account-related issues with a high success rate.
• Served as a retention agent, consistently exceeding performance
benchmarks with a 35% retention rate, surpassing the company's KPIs.
• Recognized as a top performer for 3 consecutive months in client retention
and 2 consecutive months in customer satisfaction.
• Demonstrated a strong ability to handle high-pressure

B

Chat Sales Agent

Bucaramanga Metropolitan Area

Jan 2018 - Aug 2018 (8 months)

• Handled inbound sales chats for AT&T Wireless Services, assisting
customers with wireless and mobile services/packages.
• Increased sales revenue by consistently meeting and exceeding sales
targets.
• Guided customers through order completion and provided follow-up support.
• Specialized in cross-selling products and services based on customer needs
and preferences
• Provided general customer care, offering support for product inquiries,
troubleshooting, and order management

B

Customer Service Representative

Bucaramanga Metropolitan Area

Aug 2017 - Dec 2017 (5 months)

• Assisted Kohl's customers with general inquiries, purchase walk-throughs,
and order tracking.
• Ensured smooth processing of returns and exchanges while maintaining a
high level of
customer satisfaction.
• Provided guidance on product features and promotions to enhance the
customer experience.

Daniela Casanova

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Daniela Casanova

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