Description

Most organizations don't have a data problem, they have a process problem that shows up in their data. Duplicate records, reporting that doesn't reflect reality, CRM fields nobody fills in because nobody agreed on what goes in them. These are symptoms, not the root cause. I help companies untangle that.

I work with scaling B2B companies to build the operational infrastructure that holds up as they grow: CRM implementation and optimization, data architecture, workflow design, and the documentation that makes systems stick beyond the engagement. My entry point is usually a CRM that isn't doing what it's supposed to, but the work almost always goes deeper than the tool.

More recently, I've been building AI-enhanced workflows for operations teams by designing the logic, testing it against real use cases, and making sure the people actually sitting at their desks can use it without friction.

I work best with clients who have already decided they want to change something, have a clear point of contact, and are willing to adopt new approaches rather than default to what they've always done. If that's you, I'd like to hear what you're working on.

Languages

English
Native or bilingual

Workplace preferences

Remote only

Primarily works remotely

Sage Operations
Consultant
January 2023 - Today (3 years and 5 months)
Database Management & Reporting:
• CRM database buildout across platforms like Salesforce and HubSpot, covering data architecture, implementation, and strategy.
• Cleans up accumulated data and builds reporting structures that teams actually use.
• Produces auditing reports and dashboards in line with standard data hygiene principles.
• Optimizes CRM systems for email marketing, stakeholder engagement, and event management.

Operational Architecture & Strategy:
• Designs operational systems around the people who use them daily, with a focus on sustainable adoption.
• Implements operations frameworks, defining roles, ownership, and decision-making processes.
• Maps AI and automation tools into existing workflows to add leverage without disrupting teams.

Human-Centered Process Design:
• Turns institutional knowledge into scalable SOPs, so operations hold up when people change roles or teams grow.
• Trains client teams directly on new systems, building genuine fluency rather than just delivering documentation.
AI Automation Process Management CRM implementation Customer Relationship Management (CRM) Change and Transformation Management
LIFT-UP
Interim Director of Development
January 2024 - January 2025 (1 year)
• Maintained accurate CRM data across mailing lists, constituent engagement records, and organizational reporting.
• Built operational efficiency by creating and documenting formal processes, organizing efforts across teams.
• Developed and implemented annual operations plans with timelines for key organizational activities.
• Coordinated cross-departmental initiatives with marketing, programs, and communications teams to produce accurate, compelling organizational narratives.
• Tracked organizational metrics and developed strategies to improve performance, assessing and documenting the effectiveness of key campaigns.
• Collaborated with the marketing team to develop an annual communications plan supporting constituent engagement and retention.
Customer Relationship Management (CRM) Process improvement Communication Email marketing Collaboration
AHIMA Foundation
Manager, Development Operations
MEDICAL
January 2022 - January 2023 (1 year)
Chicago, United States
• Routine auditing, administration, and reporting of organizational data.
• Collaborated with cross-functional teams to improve data entry and gift processing workflows.
• Performed regular data analysis to inform engagement strategies using Excel.
• Created and sent targeted email campaigns via HubSpot; analyzed engagement data to improve future communications.
Email marketing Communication Process Management CRM Hubspot