How I Help
My Approach
I believe the best organizations don’t become successful through complexity. They succeed because they build clear systems, thoughtful processes, and environments where people can do their best work.
That’s the approach I’ve taken throughout my career.
Whether improving workflows, building operational systems, supporting customers, or creating better visibility through reporting, I enjoy helping organizations become more organized, efficient, and effective. While every company is different, the way I approach challenges has remained remarkably consistent.
Business Operations
Helping teams work more effectively through better processes, communication, operational visibility, and cross-functional collaboration.
Key Areas:
– Operational planning
– Cross-functional coordination
– Workflow optimization
– Team enablement
Process Improvement
Simplifying workflows, reducing unnecessary complexity, and building scalable processes that make work easier for teams and customers.
Key Areas:
– Workflow design
– Process optimization
– Operational efficiency
– Continuous improvement
CRM Administration
Building, organizing, and optimizing CRM systems that improve data quality, reporting, automation, and day-to-day operations.
Key Areas:
– Salesforce
– HubSpot
– Workflow automation
– Data management
Customer Success
Creating better customer experiences through thoughtful onboarding, proactive communication, and long-term relationship building.
Key Areas:
– Customer onboarding
– Relationship management
– Customer retention
– Customer advocacy
Documentation
Developing playbooks, SOPs, and knowledge resources that improve consistency, onboarding, and operational efficiency.
Key Areas:
– SOP development
– Playbooks
– Knowledge bases
– Process documentation
Reporting & Analytics
Transforming business data into meaningful insights through dashboards, reporting, and operational visibility.
Key Areas:
– KPI reporting
– Dashboards
– Forecasting
– Business insights
Putting My Approach Into Action
Every organization presents a different challenge. Sometimes it’s building something from the ground up. Other times it’s creating structure, improving operations, or helping a growing business scale more effectively. Here are a few examples from my career.
Building From the Ground Up
Birdeye
Helping build the company’s first channel division during a period of rapid growth.
Joined Birdeye as employee #8 and helped build the company’s first channel division from the ground up during a period of rapid growth. Partnered across departments to establish scalable processes, improve operational visibility, and create the systems needed to support long-term success.
Key Contributions:
– Built the company’s first channel division from the ground up.
– Developed scalable operational processes that supported rapid company growth.
– Collaborated across sales, marketing, customer success, and leadership to improve alignment and execution.
– Improved reporting and operational visibility to support better decision-making.
– Helped create systems and workflows that scaled alongside the organization.
– Contributed to the company’s growth from under $1M ARR to more than $40M ARR.
Building the Foundation
BuyerBridge
Creating the operational foundation for a fast-growing startup.
Helped build the operational foundation of a fast-growing startup by developing channel business units from the ground up, improving cross-functional collaboration, and creating systems that supported long-term growth. Partnered closely with leadership to simplify operations, improve visibility, and establish processes that enabled the organization to scale effectively.
Key Contributions:
– Built four business units from the ground up to support continued company growth.
– Developed scalable operational processes that improved consistency and execution across teams.
– Collaborated across sales, marketing, customer success, and leadership to improve alignment and efficiency.
– Created reporting and performance visibility that supported better decision-making.
– Helped establish the systems and operational structure needed to support a rapidly growing organization.
– Led and developed high-performing teams while fostering a culture of accountability and continuous improvement.
Improving an Established Organization
800.com
Improving operational visibility, processes, and execution across the organization.
Joined an established organization to strengthen business operations through improved reporting, process optimization, and cross-functional collaboration. Focused on creating greater visibility, improving execution, and building operational consistency that supported both internal teams and long-term customer success.
Key Contributions:
– Improved operational visibility through reporting, forecasting, and KPI management.
– Strengthened sales processes to improve consistency and execution across the organization.
– Collaborated across departments to improve communication, alignment, and accountability.
– Developed performance frameworks that supported coaching and continuous improvement.
– Identified operational inefficiencies and implemented process improvements that reduced friction.
– Supported strategic initiatives that enhanced customer experience and organizational growth.
Turning an Idea Into Reality
Moably
Building a global software platform from idea to acquisition.
Founded Moably to solve a common challenge through technology, building both the product and the operational foundation from the ground up. Led product strategy, business operations, customer growth, and day-to-day execution, growing the platform to more than 15,000 users across 183 countries before its successful acquihire.
Key Contributions:
– Designed and launched a software platform used by customers in 183 countries.
– Built scalable operational processes supporting product growth and customer success.
– Led product strategy, customer acquisition, marketing, and business operations.
– Created systems and workflows that supported rapid user growth.
– Developed documentation and operational resources that improved consistency and scalability.
– Successfully grew the platform through its eventual acquihire.
Feedback From People I’ve Worked With
I’ve had the privilege of working with incredible teams as a leader and executive. Here’s what some of them had to say about our work together.