Jennifer Martinez
Location
Madisonville, LA (CT)
Education, Experience, and Certifications
B.S Communication Sciences & Disorders -- Southeastern Louisiana University, 2012
10+ years supporting CEO's, founders, and executive leadership across specialty tax and accounting, real estate, and service-based businesses.
5+ years coordinating high-volume real estate transactions across multiple markets -- contracts, timelines, client data, and multiple-party stakeholder management with zero margin for error
3+ years as strategic operational partner to a specialty tax firm CEO serving 100+ small business clients (typically) in the $1M-$5M range with some larger businesses as well -- owning calendar, communications, financial workflows, and internal systems
Proficient in Google Workspace, Microsoft 3.65, QuickBooks, Gusto, and AI-assisted workflow tools (Claude, ChatGPT)
What I Bring to Teams
Streamlined Communications
Microsoft Teams, Zoom, Slack, Google Meet
Centralized communication management + inbox oversight
Clear information flow across teams
Efficient meeting coordination + follow-up documentation
Executive correspondence drafting + professional representation
Internal cadence management + leadership communication support
Project + Initiative Support
Asana, Trello, Microsoft, Google Sheets, Excel
Project coordination + timeline management
Task tracking + accountability systems
Documentation + reporting + deliverable oversight
Deadline management + team coordination
Process documentation + operational visibility
Executive Operations
Google Workspace, Microsoft 365, Quickbooks, Rippling, Claude, ChatGPT
Calendar management + priority optimization
Executive communications
Financial workflow support (AR/AP, reporting, invoicing)
Internal systems designed + process documentatio
Multi-client deliverable management + deadline ownership
Confidential HR + operational documentation
Systems + Automation
Asana, ClickUp, Pipedrive, Zapier, ChatGPT, Claude
CRM Buildouts + pipeline management
SOP creation + process documentation
Workflow design + operational efficiency
AI integration + prompt-assisted automation
Project tracking
Strategic Partnership
Pipedrive, Asana, Google Workspace, ChatGPT, Claude, Microsoft 365
Relationship management
Operational support for partnership initiatives
Meeting preparation + follow-through documentation
Cross-functional communication
Pipeline tracking + partner outreach coordination
When I was 10, I wanted to be: I'm pretty sure I said a Nurse because I had no idea!
Go-to take out spot: Cava
If I were to pick one show to re-watch 100 times it would be: SO HARD - toss up between Friends & The Office
Something that brings me joy: Hearing my kids laugh. Their deep belly laughs!
One meme that sums up my sense of humor:
Ready to meet your Advocate®?
Fill out our inquiry form and get ready to get some time back!
