Greater Tampa Bay Area
Organized and efficient problem solver looking to expand skills in Automation and Integration. Highly proficient with monday.com, Integromat, No Code/Low Code, CRM software and multiple data management programs.
Leveraging my deep expertise in Monday.com, I took on a management role with one of Monday’s fastest-growing U.S. Channel Partners (Fastest Growing US Partner 2021). Overseeing Sales, Marketing, and Professional Services, I optimized processes across license sales, account management, customer success, and operations. I streamlined lead funnels for multi-source tracking, redesigned time-tracking systems, and translated client workflows into automated Monday.com solutions. My operational improvements helped maintain Gold Partner status in 2021 and, by exceeding a 200% run rate, propelled the company to Platinum Partner status before Q3 2022.
Served as a strategic bridge between manufacturing, sales, and design teams to drive profitability through streamlined operations and sales process optimization. Oversaw purchasing, logistics, warranty, ERP, CRM, and sales enablement and transformed Monday.com from a basic task tool into an integrated, company-wide workflow platform. Overhauled pricing, quoting, CRM, and project tracking systems, building a scalable, automated framework that improved sales team productivity and forecasting accuracy. Played a key role in aligning cross-functional teams by connecting marketing, sales, design, and operations through data-driven processes.
The Sales Operations Manager supported the Inside and Outside Sales Teams who are responsible for inbound and/or outbound lead generation and sales. As Sales Operations Manager I was responsible for sales forecasting, analytics, productivity, CRM maintenance and other sales support functions. Accomplishments: Promoted to this role from Inside Sales in less than 6 months. I utilized limited Business Intelligence tools to maximize the efficiency of the sales process. The limitations fueled my creativity, which allowed me to make the department more organized and automated despite obstacles. This directly increased sales by improving our time-to-quote and time-to-process orders, increasing overall volume. Indirectly my CRM management and sales data analytics allowed the team to focus our efforts more efficiently and increase overall profit margins.