San Francisco Bay Area
As a Data Operations & Automation Specialist, I specialize in campaign data reporting, employee data workflows, response tracking, distribution list management, data validation, and refreshable reporting solutions that help teams manage large communication processes accurately and efficiently. I build and maintain reliable forms, data workflows, email campaign processes, API integrations, and reporting solutions that support HR and internal operations. My core tools include Formstack Forms, Constant Contact, SQL Server, Microsoft Access, Excel, HTML, CSS, JavaScript, C#, Visual Studio, Visual Studio Code, and Python. In my current role, I design and maintain Formstack web forms using advanced fields, conditional logic, calculations, validation rules, hidden fields, file uploads, workflows, and custom HTML, CSS, and JavaScript. I prepare, clean, validate, and reconcile employee datasets, manage campaign data, build distribution lists, track responses, and support Open Enrollment, Sick Pay Cash-Out, COVID-19 notifications, and automated survey workflows for thousands of employees. I also develop C# and Python automation processes, integrate with APIs, process JSON response data into SQL Server tables, create HTML/CSS email templates, track campaign and survey responses, and build Excel reports connected directly to SQL Server for refreshable reporting. My approach is practical and detail-oriented, with a strong commitment to accuracy, reliability, troubleshooting, and completing projects successfully.
- Design and maintain internal Formstack web forms using conditional logic, calculations, hidden fields, validation rules, file uploads, and custom HTML, CSS, and JavaScript enhancements. - Prepare and validate employee datasets using Microsoft Access and SQL queries, applying joins, filters, and quality checks across multiple data sources. - Created daily COVID-19 notification data files by connecting Microsoft Access to multiple SQL tables through ODBC, then joining, filtering, and validating employee data for accurate notification distribution. - Create accurate distribution lists and manage list uploads in Constant Contact for internal communications and targeted campaigns across multiple departments. - Support annual Open Enrollment and Sick Pay Cash-Out workflows for thousands of employees, including data preparation, campaign distribution, response tracking, and reporting. - Build and format HTML/CSS email templates and response pages with clear calls to action; support deployment of approved pages to a Linux-hosted environment. - Query campaign response data, consolidate employee selections, and prepare summary reports using Excel pivot tables and charts for HR and internal stakeholders. - Maintain supporting database tables and views and troubleshoot data issues to improve reliability of recurring operational processes. - Developed a Windows C# console application in Visual Studio using App.config, SQL Server stored procedures, Formstack API integration, and HTML email templates to automate 90-day new-hire survey notifications, prevent duplicate sends, and track response status. - Processed Formstack JSON submission data into SQL Server tables and built Excel reports connected to SQL Server for refreshable HR reporting on email attempts, survey completions, pending responses, and follow-up errors. - Develop and run Python scripts using the Constant Contact API to automate data-list uploads and notify Compliance leadership upon successful completion.
- Supported high-volume operational workflows by ensuring accuracy, efficiency, and process consistency across order processing. Performed verification checks, monitored workflow movement, and coordinated labeling and documentation tasks. - Contributed to maintaining quality standards and improving process reliability in a fast-paced environment.
- Supported internal SQL Server databases by creating and updating tables, queries, and T-SQL views for reporting and operational needs. - Performed data validation and corrections to maintain accurate records. - Assisted with database troubleshooting during a short-term contract assignment.
- Supported healthcare applications by investigating and resolving approximately 3–4 production tickets daily. - Maintained and enhanced T-SQL queries and stored procedures for data retrieval, validation, corrections, and business requirements. - Collaborated with team members to understand ticket requirements, test SQL changes, verify results, and close resolved issues. - Developed an SSIS ETL package using control flow and data flow components to transform data and support calculation requirements. - Supported Medicare and Medicaid data operations while following healthcare data-security procedures.