Results-driven operational professional with strong history of optimizing business processes and leading diverse teams. Adept at implementing strategic improvements and fostering culture of continuous development. Known for reliability, adaptability, and keen focus on delivering tangible results through effective collaboration and leadership.
Overview
6
6
years of professional experience
Work History
Chief Operating Officer
BrandEVO
10.2023 - Current
Developed and deployed a customized HubSpot CRM, integrating over 200 AI-driven automations to streamline lead management and campaign workflows, significantly reducing setup time.
Coordinated all text and email campaign schedules, using AI tools to execute targeted outreach, enhancing client engagement across numerous accounts.
Partnered with vendors to ensure timely installations of marketing solutions, managing logistics and schedules to consistently meet project deadlines.
Designed automated contract generation in DocuSign and proposal templates in Qwilir, streamlining client onboarding and boosting sales efficiency.
Directed operations, aligning cross-functional teams and external partners to optimize production workflows, driving consistent business growth through scalable solutions.
Sales Development Representative
ServiceTitan
10.2022 - 10.2023
Managed demonstration schedules, coordinating with Account Executives to align client needs with project deliverables, ensuring accurate and timely handoffs.
Streamlined lead qualification processes using gap selling, prioritizing high-potential prospects, and achieved top company-wide productivity in February 2023.
Maintained detailed project records, collaborating across teams to support campaign timelines and enhance client satisfaction through clear communication.
Inside Sales Specialist
Angi, Inc.
03.2021 - 10.2022
Coordinated follow-up campaigns for numerous clients, developing schedules to drive post-sale success and strengthen client relationships.
Created an Excel-based automation tool for customer follow-up prompts, enabling scalable campaign management and improving team efficiency.
Fostered collaboration by sharing best practices and resolving team queries, ensuring alignment on marketing project deadlines and objectives.
Research Director, Sales
Business View Publishing, Inc.
02.2020 - 03.2021
Procured companies with at least $25M in revenue for full profiles in Business View Magazine, partnering with senior leadership to align advertising with business goals, managing multiple client projects.
Developed a robust prospecting plan targeting Professional Services Companies across North America, generating $227,000 in new advertising revenue, the highest company-wide in 2020.
Identified a CRM gap and created an Excel commission tracker, empowering teams to monitor revenue by segment and prioritize tasks, enhancing project tracking and goal alignment.
Coordinated campaign schedules, collaborating with editorial and design teams to ensure timely delivery of marketing profiles while maintaining quality standards.
Loan Officer, Team Lead
PRMG, Inc.
12.2018 - 02.2020
Launched the Cape Coral satellite office, overseeing setup, recruitment, and sales strategy, coordinating workflows to serve a diverse client base.
Managed deal pipelines and schedules, implementing strategies to close deals efficiently while ensuring high-quality client experiences through detailed oversight.
Advised clients through robust discovery, aligning solutions with needs and maintaining meticulous records to meet project deadlines.
Education
Master of Arts - Sport Marketing and Management
Indiana University
Bloomington, IN
08.2011
Bachelor of Science - Business Communication, Minor: Telecommunication
Indiana University
Bloomington, IN
06.2009
Skills
Strategic planning
Process improvement
Workflow optimization
Operations management
Cross-functional teamwork
Timeline
Chief Operating Officer
BrandEVO
10.2023 - Current
Sales Development Representative
ServiceTitan
10.2022 - 10.2023
Inside Sales Specialist
Angi, Inc.
03.2021 - 10.2022
Research Director, Sales
Business View Publishing, Inc.
02.2020 - 03.2021
Loan Officer, Team Lead
PRMG, Inc.
12.2018 - 02.2020
Bachelor of Science - Business Communication, Minor: Telecommunication