I help sales teams turn a messy sales process into a more organized, measurable, and efficient operation.
I bring 10+ years of experience across sales, customer service, appointment setting, sales leadership, and sales operations with hands-on experience managing the people, processes, data, and reporting behind a sales team.
I was recognized as a #1 Sales Representative before moving into Sales Management, where I managed a remote team of approximately 30 sales representatives. For about five years, I was responsible for monitoring KPIs, reviewing CRM activity, coaching reps, improving follow-up, and helping the team stay focused on sales goals.
I also built sales reporting systems from the ground up using Google Sheets and Looker Studio, bringing together lead, booking, sales, renewal, representative, state, and call-center data into dashboards that made performance easier to track and manage.
Today, I combine that sales experience with practical sales operations and automation skills to help businesses:
• Organize and improve sales processes and workflows
• Maintain and improve CRM and sales data
• Build KPI reports and performance dashboards
• Track leads, bookings, sales, follow-ups, and team performance
• Identify process gaps and repetitive manual work
• Build practical automations using tools such as Zapier and Make
• Support sales teams with reporting, accountability, and day-to-day operations
Tools I've worked with include Google sheets, Looker Studio, Google Workspace, CRM Platforms, Ringcentral, Dialpad, Asana, Clickup, Airtable, Zapier, Make and AI Tools
What sets me apart is that I don't look at sales operations purely from the systems side. I've actually worked in sales, managed salespeople, handled high-volume customer conversations, monitored performance, and built reporting around real sales activity.
So when I build a report, workflow, or automation, I'm thinking about the person who has to use it and the business decision it needs to support.
If you need someone who can understand your sales process, work with your team, make the numbers easier to see, and help improve the systems behind the sales operation, I'd be happy to discuss what you're trying to improve.
