
Business operations professional with experience supporting client engagements from discovery through implementation and ongoing operations. Skilled in stakeholder engagement, project management, and change management, with a strong record of translating unclear requirements into scalable workflows. Proven ability to align cross-functional teams, define SOPs, and support successful adoption.
Supported portfolio of roughly 150 national accounts, including large multi-location organizations with complex technology procurement and service needs.
CRM & Workflow: Salesforce, Salesforce Revenue Cloud, HubSpot
Enterprise & Healthcare Systems: Epic EMR
Productivity & Collaboration: Microsoft 365, Microsoft Teams, Slack, Zoom, Webex
Business & Process Tools: SOP development, workflow documentation, process mapping, reporting and performance tracking
Data & Reporting: Microsoft Excel, operational reporting, performance tracking