Lutz, Florida, United States
I'm a Revenue Operations professional who sits at the intersection of systems, process, and people — making sure the tools work, the data is clean, and the teams using them actually follow through. Over the past 10+ years across SaaS, manufacturing, and technology companies, I've built project management environments from the ground up (Wrike, ClickUp), administered CRMs for sales and marketing teams (Salesforce, HubSpot), and designed process frameworks that stick — not just in theory, but in practice, because I train and coach the people who use them until adoption is real. At Accusoft, I built a self-service project intake system in Wrike with dynamic forms and conditional templates that removed the guesswork from campaign setup entirely. I managed CRM governance for two business lines, led a team of SDRs, and helped drive a 44% increase in MQLs and 34% lift in closed/won opportunities through tighter lead qualification and process discipline. Most recently I've been coordinating complex, multi-vendor national construction projects across the US and Canada — managing 50+ subcontractor relationships, owning end-to-end AP/AR processes, and building ClickUp infrastructure for a region supporting $18M in annual revenue. I'm at my best when I'm the operational backbone of a revenue team — the person who makes sure nothing falls through the cracks, the systems are trusted, and the process actually gets followed.
Sole operations administrator for two large national accounts in a regional sales team generating $18M annually. Owned the full post-booking project lifecycle across ~20 concurrent projects from subcontractor sourcing through commissioning, controls coordination, and post-completion customer service. Managed a national vendor network of 50+ subcontractors across the US and Canada — RFQs, rate negotiation, scheduling, and performance management Owned end-to-end AP/AR processes including vendor payment management, spend tracking, GC invoice submissions, and collections follow-through Sourced, built, and administered ClickUp PMS from scratch — custom templates, dashboards, and bottleneck reporting; trained all new regional hires Supporting active Salesforce CRM implementation for the region
Promoted to oversee SDR team performance, CRM administration, and campaign operations across two business lines. Led 3-person SDR team; implemented lead qualification process that drove 44% MQL increase and 38% YOY wins growth Administered Salesforce and HubSpot — data integrity, pipeline reporting, KPI dashboards, and campaign tracking Managed vendor relationships and contracts for lead generation tools and demand generation tactics
Core systems and process role — built and owned the Wrike project management environment for 12–15 users across two marketing departments. Designed dynamic self-service project intake system using conditional forms and templates in Wrike Managed all user onboarding, permissions, dashboards, and compliance across both teams Partnered with sales ops to redesign lead qualification process, contributing to a 34% lift in closed/won opportunities
Dual marketing and operations role at a medical device startup. Managed e-commerce operations (Shopify/Stripe), vendor debt negotiation, bookkeeping (QuickBooks), marketing content, and convention coordination.
Market research, SAP-based order automation, and customer service process improvements that reduced repair lead times from 14 to 10 days.