Functional Skills

Technology Strategy

Software Skills

Salesforce
Salesforce Integration
ActiveCampaign
Copper CRM
Hubspot
Zapier
G Suite
Outlook
Integration testing
Advanced custom fields

Sector Experience

Travel & Hospitality
Financial Services
Business Services
Technology
Real Estate
1
jobs

Jobs Completed

35
hours

Total Hours Logged

18
years

Years of Experience

1/20

Member Since


Big 4 Accounting
Top Consulting Firms

Experience

 
Adroit Insights Other
Owner
04/2018 - Present
Providing outsourced sales management to businesses including conducting sales best practices audits, increasing lead generation efficiency, sales process engineering, leveraging technology for efficiency (including CRM configuration and custom integrations with other business systems), managing the sales process and improving individual salesperson performance.

SailTime Other
Director of Information Technology and Franchise Systems
06/2010 - Present
Sales process development and training of new franchisees. Developing sales and operations systems to meet changing needs of the franchisor and individual franchisees. Recruiting new franchisees. Liaison between CEO and developers for website and operations systems. Marketing oversight.

Deloitte Management Consulting
Consultant
03/2007 - 04/2011
Started at BearingPoint as Admin Assistant for four top executives, then Sr. Management Analyst, then Consultant before continuing on with Deloitte when BP was sold. Performed system test, writing use cases and developing system requirements to meet clients' needs.