I'm a highly motivated professional with experience in streamlining business operations and enhancing efficiency through optimized processes, automated workflows, and effective CRM implementations. My expertise spans the entire project lifecycle, from detailed documentation to successful completion. I leverage my comprehensive knowledge of leading CRMs like Monday, ClickUP, Asana, Trello, TaxDome, and Dubsado to build customized solutions that empower your team and boost productivity.
Services:
- Process Optimization: Analyze, improve, and automate business processes and workflows for enhanced efficiency.
- Project Management: Lead project from initiation to completion, ensuring meticulous documentation and successful delivery.
- Standardized Procedures: Develop clear and concise SOPs and project document for operational execution.
- CRM implementation & Management: Configure, customize and manage client accounts within your chosen CRM platform.
- Team Collaboration & Performance: Oversee team tasks, monitor KPIs, generate insightful reports, and conduct CRM training sessions.
- Automation & Integration: Design and implement automated workflows with dashboards, custom automations, and seamless integration across applications.
- Migration & Project Creation: Migrate data to TaxDome/Dubsado/Monday/ClickUP/Asana and create project Smartsheet, Excel, and MS Project.
Skills & Expertise:
- Project Management Methodologies
- Workflow Optimization & Automation
- CRM Configuration & Administration
- KPI Management and Reporting
- SOP & Documentation Development
- Team Leadership & Collaboration
- Data Analysis & Communication
Proficient in MS Office Suite, Google Suite, Zoon/Teams, Slack, Zapier, Clockify, and leading CRMs.
Let's unlock your business potential together! Make contact today to discuss your specific needs and discover how I can help you achieve your organizational goals.