Executive Assistant | Zapier Automations | Quality Assurance | Customer Experience | Training and Development | Social Media Management | Landing Page

Strategic Operations Specialist | Automation & CRM Architect | Executive Support

Hi, I'm Rob! I don’t just manage workflows; I architect them. With over 6 years of experience across Customer Operations, Training, and Quality Assurance, I specialize in bridging the gap between high-level executive vision and daily operational execution.

I am a "figure-it-out" professional who thrives on building systems from scratch. My focus is on Operational Clarity— using automation to eliminate manual bottlenecks, ensuring 100% data integrity, and creating the training infrastructure needed for teams to scale.

Core Areas of Expertise:
- Workflow Automation: Expert at building Zapier ecosystems to streamline lead generation and deal management. I successfully integrated Zapier with Pipedrive to automate lead capture, eliminating manual forwarding and accelerating the sales cycle.
- CRM & Technical Stack: Advanced proficiency in Salesforce, Pipedrive, and Zendesk. I ensure CRM hygiene and data accuracy to support reliable executive reporting.
- Process Engineering: Transitioning from 4 years as a Product Trainer and Instructional Designer, I develop SOPs and engaging training materials that turn complex processes into repeatable successes.
- Quality & Compliance: Meticulous auditor with a background in financial compliance, payout processing, and service auditing.

Tools I Leverage: Zapier | Salesforce | Pipedrive | Zendesk | Canva

I am driven by precision, meeting rigorous deadlines, and the constant pursuit of a more efficient way to work. Let’s connect to discuss how I can bring operational clarity to your organization.

Watch my video introduction here: -----------

If you’re looking for someone who takes initiative and adds value to your team—I’d love to work with you!