Services:
Assisting in the procurement of a new system by evaluating your needs and leading the tool selection process.
Implementing a new tool, ensuring it is set up as efficiently as possible from day one.
Enhancing your current system through streamlined workflows, centralization, and automation where possible.
Optimizing data capture by evaluating your current process for data leakage or heterogeneous data capture, then redesigning the process to ensure full and uniform data collection.
Services:
Building dashboards that automate the visualization of your data in an easy-to-read and easy-to-update format, surfacing the insights that you need to tell your story.
Creating compelling data visualizations that quickly and effectively tell your story, such as activity-to-impact funnels, impact heat maps, or year-over-year growth charts.
Performing regular data analysis, completing monthly/quarterly/yearly reporting that meets the needs of your board of directors and funders, and can be used to effectively meet regulatory requirements and market your mission.
Services:
Overseeing the completion of a project, leveraging my Project Management Professional (PMP) certification and extensive experience organizing teams to complete efforts on time and under budget.
Identifying opportunities to scale through process observation, mapping, and efficiency analysis, highlighting areas of extra work and proposing effective solutions.
Optimizing a clunky process by implementing scalable solutions that eliminate duplicate and unnecessary work through automation, consolidation, and streamlined workflows.
Certified Professional Project Manager (PMP, Project Management Institute)
Process Optimization
People Leadership & Team Building
Operations Scaling (RevOps/Customer Ops/Product Ops)
Tech Stack Optimization
Analytics & Dashboard Engineering
Strategic Narrative Development
Stakeholder Management
Donor/Investor Pitch Architecture
Financial Modeling & Analysis
End-to-End Product Management
Go-to-Market Execution
Strategic Roadmap Architecture
Claude AI Code & Cowork
OpenAI
Figma: AI Website Creation, Product Design
Tableau Business Intelligence Platform
Microsoft Office Suite: Excel, PowerPoint, Word
Google Workspace: Sheets, Slides, Docs, Sites, Drive
While I’m comfortable working with any CRM, I have direct experience with:
Salesforce
HubSpot
Dubsado
Apricot