The Virtual Assistant Who Became a Finance Leader’s Right Hand

What started as simple admin support turned into a game-changing partnership. This is the story of how JMT Consulting discovered a hidden gem that transformed their Salesforce system and became the backbone of their client services operations.

When John Tiso, Director of Client Services at JMT Consulting, hired a Virtual Assistant, the objective was simple: free up his time by outsourcing repetitive admin tasks. JMT, a company dedicated to providing financial management solutions to non-profits, was scaling fast, and John was juggling multiple roles, calendars, and client touchpoints. The growing demand was becoming unmanageable.

At first glance, the problems seemed standard - cluttered inbox, a packed calendar, missed follow-ups. But beneath that surface was a much bigger operational issue: their Salesforce CRM system, which was meant to be their “single source of truth,” had become a bottleneck instead of a business enabler.

Data was inconsistent.
Pages were chaotic.
Automation was nearly non-existent.

Reports took hours to build. Time was slipping through the cracks, and so were revenue opportunities.

JMT wasn’t just in need of admin support; they needed a system overhaul. They just didn’t know it yet.

Tirthdeep Mukherjee, a Wishup virtual assistant, was actually not hired to fix CRM systems. His initial scope was straightforward: manage John's inbox, schedule meetings, coordinate events, and act as a general admin assistant. But it didn’t take long for him to spot something bigger.

With a keen eye for process improvement and a background that extended beyond basic virtual assistance, Tirthdeep began identifying inefficiencies in JMT’s internal systems, especially in Salesforce. Instead of staying in his lane, he asked questions. He dug into the CRM. He mapped out problems others had just learned to live with.

Then, without being prompted, he started fixing things.

He began cleaning up data, organizing pages, standardizing information, and recommending automation. It was all behind the scenes at first - quiet changes with massive ripple effects. Within a few months, he’d transitioned from a helpful admin to a trusted technical resource. Not through any formal promotion, but by consistently showing he could deliver more.

Tirthdeep’s proactive approach unlocked a new era of efficiency at JMT Consulting.

Once a system of voluminous and scattered data and half-baked processes, Salesforce was now a clean, organized, and reliable platform. With his help, JMT was finally able to:

• Standardize and clean up client data – reducing confusion and ensuring accuracy across departments.
• Automate repetitive workflows – saving time and reducing the risk of human error.
• Build dynamic, real-time reports – giving leadership visibility into leads, pipelines, and opportunities at a glance.
• Integrate disconnected tools – ensuring smoother operations across teams.

These changes didn’t just make life easier for John. They helped the entire company make faster, smarter decisions. Critical reports that once took hours to compile could now be pulled instantly. Client data was accessible, trustworthy, and actionable.

And while Tirthdeep worked from behind a screen, the impact of his work was front and center.

Tirthdeep’s results didn’t go unnoticed.

He quickly became more than just a support function; he was a strategic partner. His name began surfacing in town halls, often accompanied by public shoutouts.

He earned a spot on JMT’s Salesforce Steering Committee, an internal task force focused on shaping the future of the company’s most important platform.

One sales leader referred to him as “the differentiator.”

Another team member candidly admitted, “We would be lost without you.”

Month after month, John rated his performance 5 stars. Not just for his skill, but for his attitude, his willingness to learn, his consistency, and his ability to just figure things out without hand-holding.

“When Tirthdeep first started working with me and my team, he was brought on to support some of my administrative tasks like managing my inbox, handling my calendar, coordinating events, and so on. He did all of that extremely well.

As time went on, I began to discover more and more of his skills and strengths. I was learning about the range of capabilities he brought to the table, which allowed him to take on responsibilities far beyond the initial admin work.

Now, I truly consider him my right hand. He owns and manages several systems and administrative functions across our entire company (areas that I’m responsible for), and he supports me with all of them.

One thing I really appreciate about Tirthdeep is his willingness to take on new challenges. He dives right in, never complains, and is always happy to give something a try. No matter what the task is, he finds a way to make it work and get it done successfully.

Tirthdeep has made me significantly more effective in my role. He’s also helped our team and company operate more efficiently overall. His contributions are continuous and impactful, and honestly, he’s just pretty great.”

— John Tiso (JMT Consulting Group)

What began as a small engagement to manage emails and meetings evolved into one of the most valuable partnerships JMT Consulting has seen.

In just two years, Tirthdeep helped transform the company’s internal systems from disjointed and error-prone to smooth, scalable, and data-driven. He didn’t just meet expectations. He redefined the role of what a virtual assistant can be.

Today, he remains John’s right hand, handling critical systems, owning admin functions, and enabling smarter decisions across the organization.

Behind every efficient business leader, there’s often someone quietly making everything click. For JMT Consulting, that someone is Tirthdeep Mukherjee.

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Neelesh Rangwani · Co-founder at Wishup

With 10+ years in the virtual assistant space, Neelesh has helped 1000+ US and global founders build efficient remote teams by matching them with top 0.1% virtual assistant talent. He writes about virtual assistants, hiring frameworks, remote productivity, and scaling ops.

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