Rachel - Operations & Administrative Leader with 15+ years in Business Management and Process Optimization

Extensive experience in managing business operations, scaling organizations, and implementing efficient workflows.

Proficient in designing and streamlining processes to enhance productivity and operational scalability.

Skilled in maintaining data integrity, managing leads, contacts, and optimizing CRM systems for better organization.

Proven ability to manage complex schedules, data entry, and organizational tasks across various industries.

Supported the owner throughout the entire lifecycle of the acquisition—from day one of taking over operations to successfully scaling and ultimately selling the company.

Helped build the firm’s operational foundation from scratch, implementing scalable systems and workflows.. Streamlined processes that allowed the business to operate independently and efficiently.

Served as a strategic partner and primary gatekeeper: full ownership of CRM hygiene and data integrity, meticulously managing leads, contacts, and job records to ensure seamless organization & streamlined workflows necessary to maximize bookings and sales growth.

Reviewed real estate transaction files.. Managed data entry, bank reconciliation, A/R, A/P, and payroll.

Oversaw day-to-day operations across multiple departments, managing workflows from initial lead contact through closing.. Developed and implemented SOPs, CRM systems, and automation processes to streamline operations, improve efficiency, and enhance overall team productivity.

Worked in high-volume, fast-paced environments.. Strengthened communication, organization, and problem-solving skills.