Current Employment Status:
Hired Full Time on Aug 23, 2017
TOOLS AND PLATFORMS
Salesforce, HubSpot,
WHAT I DELIVER
• Design client success frameworks that improve retention and overall experience
• Build Salesforce workflows and reporting structures that create visibility and alignment
• Lead projects from concept to completion through accountability and collaboration
• Translate business goals into operational systems that scale effectively
• Provide executive-level support through calendar oversight,
• Prepare polished slide decks, presentations, and client-facing materials for workshops, speaking engagements, and events
• Create branded social media graphics and content to support visibility and engagement
• Streamline internal communication, organize information, and maintain efficient workflows across teams
• Bridging marketing campaigns and Salesforce insights to enable timely follow-up, accurate attribution, and cross-team alignment.
Experience: 1 - 2 years
Design and build structured sales pipelines inside Salesforce, including opportunity stages, reporting dashboards, lead tracking, and workflow optimization to improve visibility and forecasting accuracy.
Experience: 2 - 5 years
Document and map workflows to identify friction points, improve scalability, and standardize execution across teams.
Experience: 2 - 5 years
Client Lifecycle & Account Management Manage full client journey from discovery through onboarding, optimization, and retention, ensuring alignment between revenue goals and delivery execution.
Experience: 2 - 5 years
Implement structured sales processes that improve accountability, pipeline health, and operational efficiency.
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