Portfolio

Selected work, told through the problems behind it.

Engagements across enterprise, growth-stage, and field-services sales motions. Real constraints, real handoffs, and Sales Operations work the internal team owns after I leave.

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  • $350K+ In trackable revenue growth from operations improvements implemented across engagements
  • 2 Enterprise Salesforce instances merged into a single source of truth
  • 3 Zoho products implemented end to end: CRM, Analytics, and Desk
  • 6 Companies served across enterprise, growth-stage, and field-services sales motions

Featured case studies

Four engagements, end to end

Each one has a clean handoff so the internal team owns the system after the work ships.

Salesforce CRM Consolidation Reporting Migration

Merging two enterprise Salesforce instances into one source of truth

Office AllySales Operations Manager

Challenge

Two production Salesforce instances were running side by side following an acquisition, with overlapping accounts, duplicated opportunity history, and reporting that leadership did not fully trust. Forecast calls were being spent reconciling numbers instead of running the business.

Approach

Built cross-org field schema comparisons across Opportunity, Account, and Lead to drive executive merge decisions. Designed a target data model that preserved historical reporting, implemented Salesforce-to-Salesforce lead integration between orgs, and integrated the consolidated instance with Ironclad, Gong, NetSuite, and proprietary internal systems. Standardized picklists, flows, and reporting across both orgs. Identified and escalated a PCI-DSS compliance risk during the work, protecting the company from audit exposure.

Outcome

One Salesforce instance, one set of pipeline and forecast reports, and a clean account and opportunity history the revenue team can defend. Reporting stopped being the meeting and started being the input to the meeting.

Salesforce Org Remediation Automation Data Migration

Taking an undocumented Salesforce org and making it owned

JopariSales Operations Manager

Challenge

Inherited a Salesforce org with no documentation and inconsistent process automation. Inbound and outbound workflows ran on undocumented logic nobody on the team fully understood, opportunity categorization had drifted from how the business actually sold, and leadership had limited reporting visibility.

Approach

Performed end-to-end org discovery and built field-level documentation across Opportunity, Account, and Lead objects. Rebuilt sales process automation with task flows, lead routing, and stage-based workflows. Designed and deployed a Web-to-Lead intake with CAPTCHA, validation rules, and routing automation. Integrated Salesforce with Jira, DocuSign, QuickBooks, and proprietary internal systems. Configured Einstein Activity Capture and built reporting infrastructure for executive visibility. Migrated legacy opportunity categorization to a Products and Price Books model with replacement automation and a validated two-pass data backfill.

Outcome

An owned, documented Salesforce org with a defensible process layer. Inbound leads land where they should, the new Products and Price Books model is live with clean migrated data, and leadership has reporting they can act on without translation.

Zoho CRM Zoho Analytics Zoho Desk Process Design

Standing up the Zoho stack for a member growth team

BelleSales Operations Manager, Member Growth

Challenge

The member growth team was running its sales motion out of spreadsheets, with no single view of a contact and no reporting leadership could use to staff or forecast against. Pipeline conversations were anecdotal and KPIs lived in separate tabs across separate owners.

Approach

Implemented Zoho CRM around the team's actual workflow, layered Zoho Analytics for pipeline and activity reporting, and stood up Zoho Desk so service interactions logged against the right record. Built lead routing, qualification stages, and KPI dashboards. Developed comprehensive sales forecasts aligned with business goals, mapped and automated the supporting business processes, and ran weekly 1x1s with the call center team through the rollout.

Outcome

A single operating system for sales, service, and reporting. Leadership has trusted activity and pipeline data, the team has a clean contact record on every call, and the operation moved out of spreadsheets and into actionable data without losing momentum.

CRM Optimization Reporting Process Improvement Cross-Functional

$350K+ in attributed revenue growth from operations efficiencies

Ramsey SolutionsSales Operations Coordinator, Strategic Alliances

Challenge

Sales operations across multiple Business Units was fragmented. KPI tracking was inconsistent, data visibility was patchwork, and the CRM structure had drifted away from how the team actually worked. Forecasting and user experience were both suffering for it.

Approach

Mapped KPI tracking across Business Units to find where definitions and reporting had diverged. Rebuilt CRM structure and dashboards so leadership could compare units without translation. Implemented automation workflows that pulled repetitive work out of the team's day, and served as the systems point of contact across Sales and operational tooling through the rollout.

Outcome

Over $350,000 in trackable revenue growth tied to the operations work. Business Units operating with consistent KPI tracking, cleaner CRM structure, and dashboards leadership actually uses.

Experience

Roles behind the work

A career arc from data entry to fractional Sales Operations leadership, listed without timelines.

  1. Sales Operations Manager

    Office Ally

    • Lead Salesforce administration through a two-instance org merger following acquisition
    • Built and optimized sales process automation across merged orgs, standardizing picklists, flows, and reporting
    • Integrated Salesforce with Ironclad, Gong, NetSuite, and proprietary internal systems
    • Implemented Salesforce-to-Salesforce lead integration between orgs
    • Identified and escalated a PCI-DSS compliance risk, protecting the company from audit exposure

  2. Sales Operations Manager

    Jopari

    • Performed complete org discovery and built field-level documentation across Opportunity, Account, and Lead objects on an inherited Salesforce instance
    • Built sales process automation including task flows, lead routing, and stage-based workflows
    • Designed and deployed Web-to-Lead intake with CAPTCHA, validation rules, and routing automation
    • Integrated Salesforce with Jira, DocuSign, QuickBooks, and proprietary internal systems
    • Configured Einstein Activity Capture and built sales reporting infrastructure for executive visibility
    • Migrated legacy opportunity categorization to a Products and Price Books model with replacement automation and a validated two-pass data backfill

  3. Sales Operations Manager, Member Growth

    Belle

    • Directly lead a team of Sales Call Center Agents and owned Sales and Revenue Operations
    • Built out Zoho CRM, Analytics, and Desk to move sales teams out of spreadsheets and into actionable data
    • Created KPI dashboards to manage sales performance and pipeline
    • Built sales forecasts the team could defend week over week, tied to actual pipeline movement and call center activity
    • Built business process mapping and automation across the sales motion
    • Ran GTM strategic planning and execution alongside weekly 1x1s with the team

  4. Sales Operations Coordinator, Strategic Alliances

    Ramsey Solutions

    • Partnered with Business Unit leaders to improve systems, processes, and operational efficiency
    • Gathered cross-functional business requirements and designed scalable technical solutions to improve KPI tracking, data visibility, and process clarity
    • Implemented automation workflows and dashboards that improved team efficiency
    • Served as Subject Matter Expert for sales and operational systems including CRM and analytics tools
    • Rebuilt CRM structure and dashboards so leadership could act on the data without asking questions
    • Attributed over $350,000 in trackable revenue growth from operations efficiencies implemented

  5. Office Administrator, Multi-Division

    Bartlett Tree Experts

    • Trained administrative teams in four states (CO, TX, AZ, NM), standardizing procedures across divisions
    • Oversaw AP, AR, and procurement functions for regional offices
    • Created and managed operational spreadsheets for business insights and performance tracking
    • Supported three executives across multiple offices, managing calendars, expenses, and sensitive documentation

  6. Sales Manager (Promoted From Data Entry)

    Liberty AV Solutions

    • Promoted multiple times from Data Entry Clerk to Sales Manager
    • Oversaw international sales and logistics; led local and international data entry teams and managed large-scale product imports
    • Achieved 95% of a $1M+ year-over-year growth quota in 2018
    • Designed and implemented SOPs that improved data accuracy to 95%+ and team efficiency
    • Collaborated with outside reps to coordinate meetings and drive pipeline growth

Capabilities

What I bring to an engagement

  • CRM strategy, implementation, and from-scratch builds
  • CRM migration and instance consolidation
  • Sales process design, lead routing, and qualification
  • Forecasting, pipeline, and activity reporting
  • Automation, integrations, and custom in-CRM tooling
  • Sales tech stack and CRM administration
  • Data hygiene and migration integrity
  • Documentation, handoff, and admin enablement
  • Team leadership, SOPs, and training
  • Stakeholder collaboration and cross-functional requirements gathering

Tech stack

Platforms I have worked in

A non-exhaustive list. The home page has the broader picture.

CRM and core platforms

  • Salesforce
  • HubSpot
  • Zoho CRM
  • Outreach
  • Kaia
  • CrawlSpace CRM

Integrations, reporting, and adjacent tools

  • NetSuite
  • QuickBooks
  • DocuSign
  • Ironclad
  • Gong
  • Jira
  • Einstein Activity Capture
  • Zoho Analytics
  • Zoho Desk
  • Google Workspace
  • Microsoft Office

  • Certification

    CRM Admin Certification

    Platform-agnostic CRM administration across the major and mid-market landscape.

  • Education

    Associate of Applied Science

    Business Administration and Management, Pikes Peak Community College.

  • Service

    Advisory Board Member

    Georgia Financial Educators Council.

Next step

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