Business systems and operations professional specializing in CRM and ERP solutions. Delivered workflow automation and improved data quality using Salesforce, Oracle ERP, and Python. Partnered with stakeholders to increase system adoption and operational efficiency.
Overview
1
1
year of post-secondary education
14
14
years of professional experience
Work History
Inside Sales Specialist
FRONT ROW SALES AND MARKETING
01.2024 - Current
Built and continue to support the team's Salesforce-based CPQ solution from requirements and design through implementation; troubleshoot long-standing system issues and coordinate fixes with IT.
Translated sales and operational requirements into CRM, CPQ, pricing, workflow, and reporting solutions; collaborated with IT on application support, configuration, testing, and resolution of production issues.
Analyzed customer, vendor, pricing, quote, and order data; maintained reports and dashboards for operational visibility and informed forecasting and leadership decisions.
Partnered with vendors and internal stakeholders on pricing, RFQs, contract/line reviews, product data, and system updates; documented processes and trained users on CRM, ERP, and CPQ workflows.
Developed Python and Excel automation to synchronize pricing, availability, and workflow data across Oracle and SAP ERP environments, reducing manual data entry and improving data consistency.
Partner with IT on an AI-powered Microsoft Teams call-transcription automation initiative, including requirements gathering, tooling configuration, output validation, and business-process alignment.
Marketing & Operations Specialist
ONE STOP MEDICAL
08.2012 - 11.2023
Managed marketing campaigns to enhance brand visibility and patient engagement.
Coordinated cross-functional teams to streamline marketing operations and project execution.
Analyzed market trends to inform strategic decisions for promotional activities.
Created standardized procedures, maintained documentation, and coordinated cross-functional activities to streamline business systems and support operational workflows.
Managed operational data, billing, scheduling, inventory, and customer information; identified workflow gaps and implemented process improvements to enhance operational efficiency.
Education
Bachelor of Science - Cloud and Networking Engineering
Western Governors University
Millcreek, UT
01.2026 - 09.2026
Skills
Salesforce
CPQ
CRM
Data Analysis
Data integration
Data mapping
Excel automation
Power BI
Reporting
Dashboards
Workflow automation
Process Analysis
Process enhancement
Stakeholder Management
Requirements collection
Requirements documentation
Issue Resolution
Sales Systems
Business Applications
Oracle ERP
SAP ERP
Sales Analytics
Data Quality
Data verification
SOPs
Runbooks
User Guides
User training
Cross-team collaboration
Systems analysis
User training
Cross-team collaboration
Remote Preference
Open to Remote
Keywords
Open to Remote
Timeline
Bachelor of Science - Cloud and Networking Engineering