OPERATIONS EXPERIENCE. TECHNICAL FOLLOW-THROUGH.
I connect the technical pieces with the way people actually work. Automation, CRM, integrations, reporting, and AI, backed by more than 10 years in real business operations.
SELECTED WORK
Real systems, workflows, and operating improvements from prior professional roles.
Connected Zendesk activity with CRM accounts to show which customers needed more support, training, or attention.
Built directlyAn automated intake workflow that asked the missing questions before a support rep picked up the ticket.
Built directlyHands on HubSpot implementations for healthcare portfolio companies starting without a reliable sales tracking system.
Built directlyPower BI reporting that brought funding, pipeline, burn rate, and shared resource use into a useful operating view.
Built directlyProduct ownership for a paid virtual assistant connecting dealership calls and texts with CRM records and workflows.
Led as product ownerRedesigned the transition from Sales to Implementation so the team could start with the information it actually needed.
Designed the processIllustrative reconstruction based on the workflow I built or managed. No client data shown.
FIND YOUR FIT
Start with the problem. Here is how I can help, and the experience behind it.
Connect the systems, move the data, and take the manual steps out of the process.
EXPERIENCE BEHIND THE SERVICE
Making the real cost of support visibleI designed and built the solution end to end.Giving support a better starting pointI designed the process and built the workflow.CONVERSATION MEETS OPERATION
Approved answers. Better intake. A clear next step. See how I approach conversational AI that fits into an actual workflow.
Explore chatbots & try the demoTHE TOOLS SUPPORT THE WORK
Platforms and systems I've used in the projects shown here. The right choice starts with what your team needs.
Built a file routing workflow into SharePoint.
Built branching logic for automated support intake.
Built Zendesk reporting and scheduled alerts.
Retrieved account level support and call data.
Automated file placement and date based folders.
Personally configured healthcare company sales CRMs.
Reporting, classification, and knowledge workflows.
Account reporting, product workflows, and vendor tracking.
Built portfolio data models and dashboards.
Built a support cost dashboard refreshed twice per day.
Member and eligibility field mapping and validation.
Incoming healthcare file validation.
Classified phrases in incoming support requests.
Configured call routing, queues, and CRM lookups.
HOW I WORK
A practical process, from the first conversation to the final handoff.
Start with how the work happens today, including the exceptions and manual steps.
Focus on the repeated work, delays, errors, or unclear ownership that matter most.
Configure the system and test the whole workflow, including the handoffs.
Check missing data, duplicate runs, access problems, and unavailable systems.
Document the setup so your team can run and maintain it after the project.
THE EXPERIENCE BEHIND THE WORK
ENTERPRISE HEALTHCARE
Business and technical requirements, member eligibility workflows, data validation, operating models, release planning, and client delivery.
VENTURE STUDIO
CRM implementations, portfolio analytics, integrations, software tracking, and technology implementation for healthcare portfolio companies.
HEALTHCARE TECHNOLOGY
Support and account operations, claims and credentialing workflows, vendor management, and process improvement through automation.
SAAS & CRM PRODUCTS
CRM platform operations, client success, reporting automation, a conversational CRM product, and a better sales to implementation handoff.
A LITTLE ABOUT ME
I've worked in support, client operations, product, healthcare technology, and technical delivery. That mix helps me see both the implementation and the people who have to use it.
The workflow needs to make sense. The reporting needs to be useful. And your team needs to be able to keep it running.
More about my backgroundOperations background.
Technical follow-through.
LET'S MAKE THE WORK EASIER.
Have a workflow that needs a better way? Start with the work that looks closest to yours.
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