My agents
My teams
Professional journey
In a world of complex business challenges, I'm the bridge between "what is" and "what could be."
I transform business operations through intelligent automation and CRM optimization, helping organizations eliminate manual workflows and scale efficiently. My journey spans 11+ years in banking relationship management followed by operations leadership—giving me a unique perspective on both client needs and internal processes.
During my banking career, I mastered financial analysis, client relationship building, and complex loan management. Each credit request taught me project management fundamentals: defining scope, managing stakeholders, and delivering results on time.
My automation expertise has delivered tangible results across diverse industries:
- Designed an inventory management system for a luxury watch company, reducing tracking time by 70% and increasing sales by 25% through improved stock visibility
- Built a comprehensive marketing campaign automation for a book launch, cutting manual tasks by 85% and increasing audience engagement by 40%
- Developed an AI-powered chatbot for a jewelry company that handled 60% of customer inquiries, improving response times by 95% and boosting conversion rates
- Implemented a CRM system with automated lead scoring for a consulting firm, increasing qualified leads by 35% and shortening the sales cycle by half
What makes my approach different is my ability to see both the human and technical sides of business problems. I don't just implement technology—I create solutions that align with business goals and deliver real results.
My expertise includes:
CRM Implementation & Strategy
AI-Powered Workflow Automation
Sales Pipeline Optimization
Project Lifecycle Management
Cross-Functional Team Leadership
Data-Driven Process Improvement
Automation Tools (Make.com, Monday.com, Airtable, Zapier)
Whether you need to streamline operations, improve customer relationships, or build automated workflows, I combine business insight with technical know-how to create systems that grow with your business.
Let's connect and explore how the right mix of people, process, and technology can transform your business operations.
Skills
AccountingArtificial IntelligenceData AnalysisApplicant Tracking SystemsAsanaAutomationBanking ServicesBusiness DevelopmentCustomer Relationship ManagementBusiness AdministrationCommercial BankingBusiness ProcessesBusiness Process ImprovementBusiness Relationship ManagementCustomer ServiceConsultingContent CreationCost ReductionData QualityData StructuresKnowledge of FinanceSalesFinancial AnalysisLeadershipMarketingInternet ServicesInventory Management SoftwareLocal Area NetworksGeneration of LeadsMaintenanceProject ManagementManagement of StressProject Management Life CycleRegional PlanningSales ProcessesStakeholder ManagementStrategic ResourcesStrategic ThinkingWorkflowsRevenue GrowthManual Data EntryDashboardsCredit RisksQuality ControlZapierBudgeting SkillsMaster of Business Administration (MBA)Success Driven PersonComputer ArchitectureSelf MotivationTeam ManagementDelivery of ProjectsXero (Accounting Software)GPTAirtableKey Performance Indicators
