Summary
Overview
Work History
Education
Skills
Websites
Tools
Timeline
Generic
Matthew Fraser

Matthew Fraser

Georgetown

Summary

Revenue operations consultant and CRM automation specialist with deep, hands-on experience designing and implementing systems that connect marketing, sales, finance, and operations. CRM-agnostic by design, with extensive experience across GoHighLevel, HubSpot, Salesforce, and other modern platforms. Known for building buyer-focused websites, scalable automations, and clean internal systems that reduce manual work, protect sensitive data, and support measurable revenue growth. Brings a rare blend of technical execution, financial literacy, compliance awareness, and project management discipline from both consulting and regulated industries.

Overview

8
8
years of professional experience

Work History

Financial Structuring - Mortgage Loan Originator

City First Mortgage Services
Bountiful
11.2025 - Current
  • Ensured strict adherence to data privacy and compliance standards within regulated financial environment.
  • Engaged with sensitive consumer financial data, reinforcing disciplined data governance.
  • Applied financial systems knowledge to analyze payment, contract, and risk flow in operations.
  • Integrated compliance-first thinking into CRM design, automation logic, and data handling.
  • Supported business operations with meticulous attention to detail and accountability.
  • Streamlined revenue recognition by implementing new controls and enhancing reconciliation workflows.
  • Improved accuracy in financial reporting while ensuring compliance with regulatory requirements.

Founder & Principal - Pocket Office

Self-Employed
Georgetown
04.2024 - Current
  • Established and operate RevOps consultancy for service-based businesses focused on CRM implementation and automation.
  • Manage overall strategy, implementation, testing, documentation, and client communications.
  • Develop buyer-centric websites prioritizing customer behavior and conversion over aesthetics.
  • Create marketing and operational automations to minimize back-office workload and enhance follow-through.
  • Assist agencies and consultants in organizing pipelines, workflows, and internal systems for improved delivery quality.

Selected Outcomes.

  • Reduced operational workload for multiple businesses by approximately 10 hours per week through automation and workflow redesign.
  • Designed and implemented an educational website that served as a central digital touchpoint for a community supporting children with higher educational needs.
  • Supported early-stage growth for the Screentime Consultant by building foundational systems that contributed to over 5,000 Instagram followers.
  • Helped agencies maintain organized client systems, improving client experience, and retention.

Operational Systems & Project Management

Watchtower Bible & Tract Society of New York
04.2018 - 08.2021
  • Led construction and renovation projects with strict budget, safety, and timeline constraints
  • Coordinated daily operations including labor, materials, vendors, and scheduling
  • Managed safety planning, compliance, and on-site logistics
  • Generated, approved, and tracked purchase orders and material acquisition
  • Controlled project budgets, prevented scope creep, and avoided cost overruns
  • Delivered projects on time through disciplined planning, sequencing, and execution
  • Ran construction sprints requiring rapid issue resolution and cross-team coordination

Education

Associate of Science - Physics

Campion College
06-2012

Associate of Science - Computer And Information Sciences

Campion College
06-2012

Associate of Science - Applied Mathematics

Campion College
06-2012

Skills

  • Risk management
  • Compliance oversight
  • CRM automation and implementation
  • Sales strategy development
  • Revenue operations and systems design
  • Business process and workflow automation
  • Buyer-focused website design
  • UI and UX design
  • Data integrity and documentation
  • Cross-functional project management
  • Loan processing
  • Financial analysis

Tools

  • CRMs - GoHighLevel, HubSpot, Salesforce, Pipedrive, (CRM-Agnostic)
  • Automation Tools - Make.com (Integromat), Zapier, No-Code & Low-Code Builders
  • WordPress, Framer, Webflow, Squarespace, GoDaddy, Duda (Platform-Agnostic)
  • Monday.com, Asana, ClickUp, Jira, Trello (Platform-Agnsotic)
  • Google Workspace, Microsoft 365, Lark

Timeline

Financial Structuring - Mortgage Loan Originator

City First Mortgage Services
11.2025 - Current

Founder & Principal - Pocket Office

Self-Employed
04.2024 - Current

Operational Systems & Project Management

Watchtower Bible & Tract Society of New York
04.2018 - 08.2021

Associate of Science - Physics

Campion College

Associate of Science - Computer And Information Sciences

Campion College

Associate of Science - Applied Mathematics

Campion College
Matthew Fraser