Process Optimization & Analytics
Optimized 50+ workflows by leading a team to roll out workflow management software in 1 quarter, running vendor selection, and training 100 operators.
Business Strategist
Data Analyst
COO
Loom
Notion
Salesforce
Tableau
Zoom
Infrastructure Implementation
Selected and implemented a CRM, agency management system (AMS), and payment processor, enabling the business to transact policies.
Business Strategist
COO
Low-Code/No-Code
Google Sheets
Loom
Notion
Zapier
Zoom
PEO Implementation
Researched, selected, and implemented a Professional Employer Organization (PEO) to get cheaper and more comprehensive employee benefits.
Business Strategist
Human Resources Manager
Project Manager
Gmail
Google Sheets
Notion
Zoom