Michelle Poteet
Hometown
Saxonburg, PA
Current Residence
San Antonio, TX (CT)
Accomplishments + Certifications:
Bachelor's Degree in Communication
Minor Degree in Psychology
Project Management Certificate - Google (2022)
Supervisory and Management Certification - University of the Incarnate Word (2018)
Proud Wife + Mom to two young-adult boys + Dog Mom to Ricky Bobby
Experience:
Project Management Expert
Crafted comprehensive project plans to establish clear timelines, milestones, and deliverables that align with client objectives and internal team capabilities.
Oversaw resource allocation, ensuring teams were strategically staffed and workloads remain balanced.
Drive projects to successful completion—on time, within scope, and within budget.
Business Operations Manager
Streamlined core business processes and implemented standardized procedures to improve team efficiency.
Oversaw daily operational activities to support accurate and timely financial processes, ensuring smooth business performance.
Executive Assistant
Acted as a strategic partner by managing communications, prioritizing tasks, and facilitating collaboration to optimize executive productivity.
Provided high-level administrative support to the executive, including calendar management, travel coordination, and preparation of confidential documents, ensuring seamless day-to-day operations.
Proficiencies:
Accounting + Finance: Bill.com, Quickbooks, YNAB
Brainstorm Tools: Lucidchart, Miro, Mural
Communications: Loom, Slack, WhatsApp, Zoom
CRM/Point of Sale: Blackbaud eTapestry, Bloomerang, Salesforce, Square
Data Capture: 123FormBuilder, Mailchimp, SurveyMonkey
Design: Canva
Documents: Adobe, Pages
Electronic Signatures: DocuSign
File Sharing: Box, Dropbox, iCloud, ShareFile, WeTransfer
Human Resources: Indeed, ZipRecruiter
Project Management: Asana, Basecamp, Smartsheet, Trello
QR Codes: QRCode Monkey, QR.io
Reviews: Yelp
Scheduling: Calendly, Doodle
Social Media: Facebook, Hootsuite, Instagram, LinkedIn, Pinterest
Travel: Airbnb, Expedia, Orbitz, VRBO
Username + Password Protection: 1Password
Website: GoDaddy, Squarespace, WordPress
When I was 10, I wanted to be: Teacher
Go-to take out spot: Chuys - the closest thing to New Mexican food in South Texas!
If I were to pick one show to re-watch 100 times it would be: Community
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!