About

I bridge business operations and technical systems.

The throughline across my work is translating business priorities into scalable workflows, platform structure, automation, reporting, and adoption plans.

What I focus on

  • Designing scalable operating models and enterprise workflows.
  • Structuring platforms like Salesforce, Zendesk, Zoom, ClickUp, and GuideCX around real team needs.
  • Building practical automation, integrations, and adoption plans that hold up after launch.
  • Connecting service delivery, implementation, reporting, and governance into one operating picture.

What that looks like in practice

  • Cross-platform automation across Salesforce, Zendesk, Zoom, GuideCX, SurveyMonkey, and ChurnZero.
  • Operating model redesign across implementation, customer success, product, support, and development.
  • Service platform architecture, team enablement, KPI structures, and standardized workflows.
  • Business systems work that balances architecture, delivery, and measurable operational outcomes.

Case Studies

Proof of the work, directly below the positioning.

If someone wants to scroll from who you are into what you have actually done, this section keeps that flow intact.

Flagship case study

Automating the Sales-to-Implementation Handoff

A flagship workflow design and automation project spanning Salesforce, ClickUp, n8n, and Power Automate.

  • Salesforce
  • ClickUp
  • n8n
  • Power Automate
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Case study

Per-Business-Unit Zoom Billing Beyond Native Reporting

A reporting architecture that joined Zoom API data through n8n and delivered executive visibility through Google Sheets, SharePoint, and Power BI.

  • Zoom
  • n8n
  • Power BI
  • Reporting
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Preview

Structured Voicemail Intake From Zoom Contact Center

A service workflow that turned voicemail events into structured metadata, transcripts, and actionable notifications.

  • Zoom
  • Automation
  • Service operations
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