Functional Skills
Technology Strategy
Software Skills
Salesforce
Salesforce Integration
ActiveCampaign
Copper CRM
Hubspot
Zapier
G Suite
Outlook
Integration testing
Advanced custom fields
Sector Experience
Business Services
Financial Services
Real Estate
Technology
Travel & Hospitality
Big 4 Accounting
Top Consulting Firms
Experience
Adroit Insights
Other
Owner
4/2018 - 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
6/2010 - 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
3/2007 - 4/2011
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.