Results-driven professional with extensive experience in operations architecture, project management, and client relationship management. Proven track record of enhancing efficiency and satisfaction.
Expert in designing automated workflows to streamline processes and improve operational efficiency.
Skilled in developing analytical reports and dashboards that provide actionable insights for business decisions.
Proven ability to maintain high customer satisfaction through effective communication and problem resolution.
Experience in managing timelines, budgets, and communication for multiple projects simultaneously.
Confidential Med‑Tech Startup
Supported founder/physician directly, later promoted to Operations Architect.. Designed single‑source‑of‑truth systems across Notion, Google Workspace, and Slack, reducing document retrieval time by 40%.. Built compliance dashboards supporting HIPAA and SOC 2 readiness.. Coordinated executive communications, ensuring prioritization and timely responses.. Created AI‑powered SOPs and automated risk‑flagging systems to support scalability.. Oversaw procurement documentation and vendor coordination.
MMHFC
Directed daily scheduling, onboarding, and recruitment across multiple service markets.. Created dashboards tracking leads, payroll, and marketing ROI—boosting conversion rates by 30%.. Implemented automations improving update speed by 40%.. Developed follow‑up systems enhancing client retention and accountability.. Trained staff on service upselling and communication strategies.
App Star Financial
Resolved complex account issues with empathy, maintaining 98% satisfaction.. Produced analytical reports for leadership and ensured data integrity.
Golden Flake
Master of Science
Bachelor of Science
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Proficient in optimizing CRM systems to enhance sales processes and customer engagement.
Drove regional sales through customer engagement and route optimization.. Developed inventory tracking systems improving fulfillment accuracy.
Citizens Finance
Oversaw invoicing, collections, and reconciliation with 98% accuracy.. Created templates cutting month‑end closeout time by 30%.
3 Son’s Tree Service
Managed scheduling, budgets, and client communication for multiple crews.. Improved workflow systems for better client satisfaction.
Marketing USA
Optimized HubSpot CRM by building sales dashboards, automated deal pipelines, and workflow automations that streamlined end-to-end operations — e.g., when a client signed an invoice, notifications triggered automatically, the project status advanced, and the team was alerted to begin work.. Configured form submission automations so that when prospects or clients completed intake forms, the appropriate team members were notified instantly, reducing response time and eliminating manual follow-up.. Set up webhooks and third-party integrations to connect HubSpot with external platforms, ensuring seamless data flow across systems and reducing data silos.. Built an abandoned cart recovery automation for a large e-commerce client, recapturing lost revenue through triggered follow-up sequences that re-engaged shoppers at critical decision points.. Created a recurring editorial and content calendar for a client that auto-updated monthly, keeping multi-channel campaigns organized, on schedule, and aligned with strategic goals.. Designed and developed high-performing, SEO-optimized websites using HubSpot CMS that drove organic traffic growth and improved user engagement and conversion rates.. Leveraged deep expertise in SEO, Generative Engine Optimization (GEO), backlinking strategies, Meta Ads, Google Ads, and LinkedIn to plan and execute multi-channel digital campaigns that expanded client reach and ROI.
Med-Tech Startup
Created results-driven SOPs that ensured clear, consistent communication across Slack, Notion, and email, reducing miscommunication and streamlining daily operations for a fast-moving startup.. Developed a Google Drive naming standard and folder architecture that brought structure and organization to the startup's entire digital file system, enabling rapid document retrieval.. Built Zapier automations so that when stakeholders emailed the founder, she was notified immediately and correspondence was automatically archived to Google Drive for record-keeping and compliance.. Managed and oversaw virtual assistants, delegating tasks and ensuring quality, accuracy, and timeliness of all deliverables.. Nurtured relationships with investors through consistent, professional communication and timely follow-ups that reinforced trust and transparency.. Created clear, informative investor presentations that kept all stakeholders aligned on progress, milestones, and next steps.. Designed a secure, structured investor file repository so the founder could share relevant documents with stakeholders without risk of exposing confidential information.
