✦ Available for Remote Work

Executive Precision,
Operational Excellence

Bilingual Executive Assistant & Operations Specialist with 5+ years supporting C-suite leaders. I transform chaos into streamlined systems so you can focus on what matters most.

Ambar Perez - Executive Assistant
5+
Years of Executive Support
3
C-Suite Executives Supported
15%
Booking Rate Per Shift
2
Languages: English & Spanish

How I Can Help
Your Business

From complex calendar orchestration to CRM management and social media, I provide the support structure that lets executives and business owners operate at their peak.

📅

Executive Calendar & Scheduling

Precision management of complex calendars, meeting coordination across time zones, travel arrangements, and full itinerary planning. Tools: Google Calendar, Calendly.

📊

CRM & Database Management

Setup, maintenance, and optimization of CRM platforms including HubSpot, Salesforce, and Zoho. Data entry, pipeline management, and reporting dashboards.

🗂️

Project & Operations Management

End-to-end project coordination using ClickUp, Asana, and Trello. Workflow documentation, SOP creation, process optimization, and team communication management.

📱

Social Media Management

Content creation and scheduling for Facebook and Instagram. Branded graphic design using Canva. Job posting management and recruitment marketing campaigns.

📑

Document & Presentation Design

Executive-level presentations, onboarding decks, sales materials, and board meeting documents in PowerPoint. Contract preparation and DocuSign workflow management.

🌐

Bilingual Support (EN/ES)

Full English and Spanish communication support for client outreach, patient engagement, and team coordination. Omnichannel outreach via voice, email, and SMS.

Career History

5+ Years of Proven
Remote Excellence

DocGo
2025 – Present
Lingo Staffing
2024 – 2026
Meridian Technologies
2019 – 2024
DocGo — Remote
Bilingual Patient Engagement Coordinator
November 2025 – Present
  • Conduct omnichannel outreach via voice, email, SMS, and social to schedule patients for healthcare appointments, consistently maintaining a 15%+ booking rate per shift
  • Document all patient interactions in CRM and EMR systems (AthenaHealth), maintaining full HIPAA compliance and organizational standards
  • Verify insurance eligibility and coordinate visit scheduling across multiple platforms and clinical teams
  • Maintain quality assurance standards of 85%+ and a compliant ready time of 80% each week
  • Provide inbound support and pre/post-visit assistance, ensuring timely resolution of patient inquiries and escalations
AthenaHealth EMR HubSpot CRM HIPAA Compliance Bilingual EN/ES Omnichannel Outreach Insurance Verification
Lingo Staffing — New York, NY
Executive Assistant to the CEO
July 2024 – January 2026
  • Served as primary administrative partner for the CEO, managing complex calendar scheduling, travel accommodations, and expense reporting
  • Spearheaded recruitment marketing by creating and managing social media content and job postings on Facebook and Instagram for talent acquisition
  • Designed dynamic onboarding, sales, and marketing presentations in PowerPoint for Board meetings, ensuring brand consistency
  • Managed lead generation projects and data retrieval from client databases, tracking data in Azure, Avionte, Simplicity, and HubSpot
  • Refined and maintained internal processes for senior executives companywide, coordinating resources to expedite workflows
Calendar Management Social Media PowerPoint HubSpot Avionte Lead Generation Canva
Meridian Technologies — Charleston, NC (Remote)
Executive Assistant to CEO
March 2019 – June 2024
  • Provided critical administrative and strategic support in a fully remote setting for the CEO, ensuring alignment of tasks with organizational goals
  • Conducted advanced data analysis by compiling and reviewing information to deliver actionable insights for high-level decision-making
  • Utilized LinkedIn for prospective employee research, documented findings in Excel for internal recruitment and HR purposes
  • Led project management across multiple simultaneous initiatives, ensuring timely and efficient completion through structured planning and coordination
Data Analysis Excel LinkedIn Recruiting Project Management Remote Operations 100% Remote

Real Work,
Real Results

Browse samples of deliverables I've created for executives and organizations. Each piece reflects the quality and professionalism I bring to every client.

Manufacturing Day social post
Social Media

National Manufacturing Day

Branded social post created for Lingo Staffing celebrating #MFG24 — designed to increase brand visibility and engagement during National Manufacturing Day with a real factory photo and bold call-to-action.

3 Ways to Motivate Construction Workers
Social Media Carousel

3 Ways to Motivate Construction Workers

4-slide social media carousel created for Lingo Staffing covering three strategies to keep construction teams motivated: Recognize & Reward, Foster Teamwork, and Prioritize Safety.

Entry Level Jobs post
Recruitment Marketing

Good Questions to Ask at a Job Interview

4-slide career resources carousel educating candidates on smart questions to close an interview strong — covering company culture, role expectations, and next hiring steps.

Interview Questions post
Career Resources Content

Showing Interest & Enthusiasm in Interviews

Slide from the interview tips carousel coaching candidates on how to express genuine enthusiasm — including daily environment questions, team dynamics, and experience alignment.

Date
Category
Description
Vendor
Amount
2024-10-03
Travel
Flight NYC→CHI
Delta Airlines
$412.00
2024-10-04
Lodging
Hotel — 2 nights
Marriott
$310.00
2024-10-04
Meals
Client dinner
Nobu
$185.00
2024-10-05
Transport
Uber to meetings
Uber
$62.50
2024-10-05
Office
Supplies — conf rm
Staples
$47.30
2024-10-06
TOTAL
$1,016.80
Reports & Data

Executive Expense Report — Sample

Monthly expense tracking with categorization, vendor documentation, and summary totals for CEO reimbursement processing.

Lead Name
Company
Status
Last Contact
Value
James R.
ABC Corp
Qualified
Oct 12
$8,500
Sandra M.
TechBuild
Contacted
Oct 10
$12,000
Luis P.
NovaCo
Proposal
Oct 14
$5,200
Maria T.
BuildRight
New Lead
Oct 15
$3,800
Kevin D.
Summit LLC
Closed Won
Oct 8
$15,000
CRM Management

Lead Tracking & Pipeline Report

CRM pipeline management with lead status, follow-up tracking, and deal value reporting. Built for HubSpot and Excel workflows.

CEO Weekly Schedule — Sample
9:00 AM
Board Strategy Meeting
11:00 AM
Investor Call — Zoom
1:30 PM
Candidate Interview — Hybrid
3:00 PM
Travel Debrief + Expense Review
Admin & Operations

Executive Calendar Management — Sample

Complex scheduling across multiple time zones with color-coded priority levels, travel blocks, and meeting preparation notes.

New Employee
Onboarding Guide
Welcome & Company Overview
Tools & Systems Access Setup
30/60/90 Day Goal Plan
Policies & Compliance Docs
Admin & Operations

Employee Onboarding Package — Sample

Comprehensive onboarding deck with company overview, tool setup guides, 30/60/90 day plans, and compliance documentation.

Tools &
Technologies

Proficient in the full stack of modern executive support tools, from CRM platforms to project management systems.

Lead Generation Foundation — LinkedIn Learning Sep 2024
HubSpot CRM Feb 2024
Learning Zoho CRM Feb 2024
ClickUp Essential Training Feb 2024
QuickBooks Online & Payroll Essentials Feb 2024
Human Resources Payroll Sep 2024
Editing and Proofreading Feb 2024
CRM & Systems
HubSpot Salesforce Zoho CRM Bullhorn AthenaHealth EMR Azure Avionte Simplicity
Project Management
ClickUp Asana Trello Ninety.io Monday.com Google Workspace
Scheduling & Communication
Google Calendar Calendly Ringover Sense TextUs Project Broadcast
Design & Documents
Canva PowerPoint Microsoft Office Suite DocuSign Adobe Sign Excel
Core Competencies
Executive Support Remote Operations Process Optimization Bilingual EN/ES HIPAA Compliance Lead Generation Recruitment Marketing Expense Reporting
Why Choose Me

Your Right Hand,
Wherever You Are

I don't just manage tasks — I anticipate needs, solve problems before they arise, and operate as a true business partner for the executives I support.

100%

Remote-Ready

5+ years of fully remote work across multiple industries. Comfortable with async communication and distributed teams.

2x

Bilingual Reach

Fluent in English and Spanish. Expand your client base and serve broader markets without communication barriers.

15+

Tools Mastered

From HubSpot to ClickUp to AthenaHealth — I onboard quickly and maximize every platform you already use.

24h

Response Time

Committed to fast turnarounds and proactive updates. You'll never wonder where your project stands.

A Track Record
You Can Trust

"
✓ Verified LinkedIn Recommendation

I highly recommend Ambar, who provided exceptional support during her time working with me at The Intersect Group and Meridian Technologies. She demonstrated outstanding organizational skills, managing multiple tasks and confidential tasks with precision and efficiency. Ambar was proactive, consistently anticipating needs and resolving issues before they arose, allowing me to focus on key priorities. Her professionalism, attention to detail, and ability to communicate effectively under pressure made her an invaluable asset, and I am confident she will excel in any future role.

JT

Joe Thiel

President · Meridian Technologies & The Intersect Group

View on LinkedIn
Available for new clients

Let's Work
Together

Ready to reclaim your time and operate at full executive capacity? I'd love to learn about your business and how I can support your goals.

📍

Location

New York, NY — Available Worldwide (Remote)

Send a Message