Travel, calendar, email and concierge expert
Resume:
Naji Jackson
****@***********.***
Experienced in Lifestyle & Personal Support, Family Office, Estate, and Hospitality Management with 14+ years of supporting high-performing Principals in dynamic environments, thriving in fast-paced and ever-changing settings.
• Expertise in providing high-touch, personalized support, ensuring seamless management of lifestyle, travel, and events across multiple properties
• Proficient in creating analytical reports, overseeing projects, and aligning strategies to optimize performance and efficiencies
• Committed to collaborating with internal and external teams, drive efficiencies, and skilled in problem- solving
• Negotiate contracts, manage vendor relationships, oversee household staff and maintenance
• Skilled in coordinating complex schedules, handling last-minute requests, and managing guest arrivals, ensuring every detail is meticulously executed
• Proficient in global travel planning, from booking accommodations to crafting itineraries, ensuring smooth and stress-free experiences for the Principal and travel at a moment’s notice Professional Experience
PRIVATE FAMILY / ESTATE MANAGEMENT; San Francisco, CA 6/2023 – Present, Personal Assistant / Estate Manager to UHNW Tech CEO & Founder
• Manage all personal and family affairs for executive and spouse, ensuring seamless daily operations aligned with values and goals
• Manage 6+ household staff, i.e., Driver, Housekeepers, Personal Chef, Executive Protection, and vendors, ensuring NDA compliance and conducting verification checks
• Full vetting of vendors, contractors, outside service providers and cultivate strong vendor partnerships
• Plan and coordinate global travel, including yachts, private charters, and helicopters for 2-20+ guests
• Oversee daily property operations of primary (6,000+ sq. ft.) and secondary (2,500+ sq. ft.) luxury properties, including maintenance, repairs, and renovations
• Conduct regular property inspections to ensure readiness and guest readiness
• Oversee multiple insurance policies, including property, liability, and vehicles
• Implement and manage property security measures and household manuals
• Develop, oversee, and monitor property budgets to ensure financial efficiency
• Coordinate routine and preventative system maintenance (e.g., HVAC, plumbing, electrical, elevator, hot tub, landscaping)
• Establish Family Office processes, protocols, and record management systems
• Manage wardrobe, including inventory, seasonal rotations, and luxury apparel care
• Audit and streamline processes to improve personal management, travel, and financial guidelines efficiency
• Plan, manage, and execute social gatherings, such as dinners, parties, trips, and outdoor adventures for up to 200+ guests, philanthropic events, and other special occasions, liaising with guests to ensure flawless execution
PRIVATE ADMINISTRATION / ESTATE MANAGEMENT; San Francisco, CA 8/2016 – Present, Personal Assistant / House Manager (On-call, Family Office: Hybrid, In-person, Remote)
• Oversee 10+ household staff and vendors, ensuring NDA compliance and conducting verification checks
• Book and plan global travel, including yachts, private charters, and helicopters
• Oversee day-to-day property operations, including maintenance, repairs, and renovations
• Conduct regular property inspections to ensure homes are guest-ready and meet the owner's expectations continued…
Naji Jackson – pg.2
• Implement and manage security measures to ensure the safety of the property and its occupants
• Prepare and manage budgets for property expenses, ensuring financial efficiency and cost control
• Coordinate with vendors for routine and preventative maintenance of systems (e.g., HVAC, plumbing, electrical)
• Oversee multiple properties and estates (5,500+ sq. ft)
• Establish office processes, protocols, and procedures, including record management systems
• Create new entities and manage bank accounts as needed
• Assist with property closings and financial transactions
• Plan and execute social events, and special occasions for 2-200+ guests
• Lead renovation projects, collaborating with contractors and architects to ensure timely completion
• Manage routine and preventative maintenance across multiple properties and estates
• Partner with financial advisors and stakeholders on special projects
• Assist with philanthropic efforts, track donations, and manage family gift funding for tax purposes
• Manage properties during principals' travel, handling packages, mail, and vehicles
• Build and oversee CRM systems to organize networks, manage relationships, and facilitate introductions
• Lead the Family Office team and contractual employees, including hiring, training, performance management, and compensation
PRIVATE OWNER; San Francisco, CA
06/2019 – Present, Resident Manager (Part-time)
• Manage day-to-day operations of a Class A 5-story, 25-unit (21,970 sq. ft.) and a 3-story, 12-unit (17,750 sq. ft.) multi-family property
• Supervise maintenance staff, contractors, and service providers for landscaping, cleaning, repairs, and renovations
• Implement security measures to ensure property, occupant, and asset safety
• Conduct daily inspections of community grounds, including boiler, electrical, and landscaping systems
• Prepare vacant units for lease, conduct open houses, and schedule private tours
• Enforce building rules and regulations
• Act as a liaison between the owner and contractors, vendors, and staff
• Anticipate repairs, oversee maintenance, and resolve emergent issues
• Respond promptly to tenant service requests, maintaining positive resident relations
• Manage significant construction and renovation projects STRUCTURE PROPERTIES; San Francisco, CA
04/2018 – 06/2019, Onsite Resident Manager
• Managed operations for two Class B properties (32 and 16 units) and onboarded new team members
• Ensured properties were well-maintained, secure, and met owner and resident needs
• Maintained positive resident relations and adhered to all regulations
• Completed Move-In, Pre-Move-Out, and Move-Out worksheets with tenants accurately
• Ensured vacant unit turnover procedures were followed
• Assisted with after-hours emergencies
• Scheduled and conducted annual inspections as required by the city and lenders
• Managed building staff, including janitorial teams, vendors, and contractors
• Developed and supervised systems, processes, and protocols for efficient operations continued…
Naji Jackson – pg.3
CITISCAPE PROPERTY MANAGEMENT COMPANY; San Francisco, CA 10/2009 – 7/2013, Residential Concierge, Lead
• Managed communications, coordinated travel, and maintained a vendor resource database for residents
• Acted as a notary for legal and personal documents
• Created a calendaring system for building amenities, saving the HOA $3600K annually
• Maintained confidentiality for 500+ residents and building data
• Oversaw daily operations, scheduled shifts, and trained the concierge team
• Managed a team of 10+ housekeeping and building engineers
• Ensured efficient operations of a 23-story Class A luxury high-rise with 246 condo units and 1 commercial space (626-2000+ sq ft)
• Facilitated clear communication between residents, management, and staff
• Managed vendor relationships and ensured efficient building maintenance Additional Experience
VERCEL; San Francisco, CA
7/2023 – 2/2024, Senior Executive Business Partner to CEO & Founder 1/2022 – 7/2023, Executive Assistant to CEO & Founder Supported the CEO as a strategic partner through hypergrowth, overseeing various business and personal asks and projects, including managing an extremely active calendar of business and personal meetings, interacting with high-profile stakeholders (e.g., Board members and financial advisors), and handling confidential correspondence and travel-related engagements.
• Served as a strategic partner to the CEO during the company's growth from 170 to 530+ employees globally, supporting 15 direct reports
• Provided comprehensive 24/7 support to the CEO and family, handling all affairs confidentially
• Managed detailed travel plans and budgets for the CEO, family, and extended family
• Managed the CEO’s six email inboxes and multiple complex calendars for business, family, and ventures to avoid conflicts and effectively prioritize tasks across various projects
• Supervised a team of Executive Assistants, Office Manager, overseeing onboarding, offboarding, training, and expectations management
• Organized logistics for leadership team offsites, coordinating with 20+ leaders and managing a $50K+ budget, including agenda planning, accommodations, events, private dining, and team-building activities
• Researched, prioritized, and followed up on confidential issues and concerns addressed to the CEO
• Developed and established the Office of the CEO company-wide
• Scheduled personal and family appointments, including medical and wellness visits
• Managed and renewed official documents such as passports, Global Entry, TSA PreCheck, and visas
• Coordinated with financial and legal advisors on the CEO’s personal accounting, tax, banking, and legal matters, tracking investments and providing detailed reports
• Supported contract and agreement development and negotiations for travel-related spending (e.g., airlines, hotels, car rentals)
continued…
Naji Jackson – pg.4
AGAPE SOLUTIONS; San Francisco, CA
2/2006 – 6/2010, Executive Personal Assistant to Entrepreneur
• Organized and oversaw 2 personal and professional calendar systems, creating timely reminders for meetings, appointments, and deadlines, contributing to a 25% increase in on-time attendance and better time allocation for the executive and family's daily activities
• Managed all personal and professional calendar systems for the executive
• Successfully coordinated and oversaw 4+ properties, budgets, and household/rental schedules, leading to optimized organization and increased productivity for the executive and family
• Organized family trips: booked private and commercial flights, arranged transportation
• Supported and managed hosting of guests and friends at the residence, private dining, and venues
• Managed bill payments to vendors
Bachelor of Arts Coursework (Human Development) - California State University, East Bay Technology: AppFolio, Asana,
BambooHR, Buildium, ChatGPT,
Concur, DocuSign, Dropbox,
Expensify, GoConcierge, Google
Workspace, Greenhouse, Gusto,
Jira, Loom, Mac OS, Microsoft
365, Nexonia
Technology continued:
PeopleSoft, QuickBooks,
Salesforce, Slack, Swiftlane,
TouchCMA, WordPress, Yardi,
Zipforms, Zoom, Savant, Lutron,
2N, EstateSpace, Nines, Reclaim
AI, Greenhouse
Certifications: California
Certified Residential Manager
(CCRM), Notary Public, Agile
Scrum Master®, Agile Scrum
Coach®, and STAR PMP®,
ChatGPT for Project Managers:
10x Your Productivity with AI,
Jira Fundamentals Badge,
Mastering Project Management
with Asana
Contact this candidate