Heidi Guevara
Montgomery,Texas
Summary
Reliable and detail-oriented operations and project management professional with experience leading cross-functional teams, optimizing CRM systems, and managing full project pipelines from contract to completion. Skilled in process improvement, partner relations, and data-driven decision-making to support business growth and operational efficiency.
Overview
8
8
years of professional experience
Work History
Director of Internal Operations
TriSMART Solar
Houston, Texas
02.2026 - Current
- Directs day-to-day operations across scheduling, permitting, customer service, and sales operations, ensuring alignment and performance consistency company-wide.
- Leads enterprise system strategy and cross-functional operational infrastructure, including CRM oversight and major platform transitions.
- Oversees company-wide project management standards across the full solar life cycle to ensure quality, compliance, and execution efficiency.
- Manages strategic external installation partnerships to maintain delivery timelines and performance standards.
- Leads escalation management and continuous process improvement across internal teams and dealer networks.
Sales Operations Project Manager
TriSMART Solar
Houston, TX
04.2025 - 02.2026
- Managed company-wide project pipeline, from contract to completion, ensuring execution meets quality and performance standards.
- Led cross-functional integration efforts with IT, overseeing the tracking, testing, and deployment of new financing products and contract workflows to ensure a smooth rollout to internal teams and external sales dealers.
- Oversaw project escalations and performed in-depth reporting to identify trends, support leadership, and drive process enhancement.
- Maintained and optimized CRM systems, ensuring clean data, effective reporting, and training on best practices, and lender portal use.
- Collaborated with leadership to implement KPI reporting, support payroll and dealer escalations, and drive continuous improvement.
Senior Dealer Account Manager
TriSMART Solar
Houston, Tx
09.2024 - 04.2025
- Managed a cross-functional team of project managers to ensure efficient project execution.
- Strengthened relationships and maintained revenue streams, managing partner contracts, and account demands.
- Resolved dealer concerns and escalations to meet contractual expectations, and preserve client relationships.
- Improved internal processes by gathering and delivering feedback to maximize success.
- Developed service strategies based on current market analysis, sales fluctuations, and industry competition.
- Led training sessions for team members on new tools, software, and methodologies relevant to project scope and proposal software.
Dealer Account Manager
TriSMART Solar
Houston, Tx
03.2024 - 09.2024
- Established relationships with existing clients while developing strategies to build new clientele.
- Sustained high customer satisfaction rates, and dealer satisfaction with problem resolution and feedback loops.
- Defined client needs and business requirements to meet and exceed expectations.
- Utilized CRM software tools effectively for pipeline management, activity tracking, and reporting purposes.
- Analyzed sales data to identify trends and opportunities for growth within the dealer network.
Senior Project Manager - Administrative Manager
Modern Brokers of America
The Woodlands, Tx
07.2023 - 03.2024
- Daily communication with partner relations and install partners, while overseeing and managing the planning and implementation of entire projects, and administrative staff.
- Coordinated cross-functional teams to determine timely delivery and compliance of project requirements.
- Monitored project progress, identified risks and implemented corrective measures to acquire success.
- Directed changes to project scope / cost, while implementing appropriate change management processes to keep projects on track.
- Collaborated with functional teams to develop a pipeline of project opportunities.
- Led project planning and development, quality control and final review to control milestones and deliverables.
Project Manager
Modern Brokers of America
The Woodlands, Tx
10.2022 - 07.2023
- Liaised with project stakeholders concerning project details and deliverables.
- Monitored project performance to identify areas of improvement and make adjustments.
- Coordinated with cross-functional teams to resolve project issues and mitigate risks.
- Achieved project deadlines by coordinating with contractors to manage performance.
- Oversaw pipelines, tasks, resources, schedules, and contingencies.
Administrative Assistant
A.G. Brick and Stucco
Montgomery, Tx
05.2018 - 09.2022
- Daily clerical tasks such as speaking to clients, project review, and assistance with payroll and invoicing.
- Answered multi-line phone system, routing calls, delivering messages to staff, and greeting visitors.
- Executed record filing system to improve document organization and management.
- Scheduled office meetings and client appointments for staff teams.
Skills
- Project management
- CRM optimization
- Process improvement
- Partner management
- Problem solving
- Team leadership
- Data analysis
- Strategic planning
Education
- Stephen F. Austin State University, Nacogdoches, Texas
- Klein Oak High School, Klein, Texas
Timeline
Director of Internal Operations
TriSMART Solar
02.2026 - Current
Sales Operations Project Manager
TriSMART Solar
04.2025 - 02.2026
Senior Dealer Account Manager
TriSMART Solar
09.2024 - 04.2025
Dealer Account Manager
TriSMART Solar
03.2024 - 09.2024
Senior Project Manager - Administrative Manager
Modern Brokers of America
07.2023 - 03.2024
Project Manager
Modern Brokers of America
10.2022 - 07.2023
Administrative Assistant
A.G. Brick and Stucco
05.2018 - 09.2022