I look for the disconnect
between the user
and the design.

Built the operational infrastructure to transition a founder-led micro consulting firm into a scalable, multi-contractor delivery system. Designed a governance and data security framework aligned to FTC standards — enabling the firm to compete for contracts in regulated industries including financial services and higher education. Developed a proprietary analytical framework using AI-integrated workflows to transform raw engagement data into executive-level strategic insights. Led a strategic audit of the technology ecosystem that identified a client data privacy risk — the firm's survey platform was training AI models on client data — and managed the migration to a privacy-first alternative, saving $4,450 annually while strengthening the firm's security posture.

Managed the operational lifecycle for $80M+ in annual SAT Suite contracting agreements, working cross-functionally across sales, IT, legal, finance, and contract management. Identified that high quote rejection rates were a design problem, not a training problem — knowledge existed but lived in a static document instead of inside the tool where work happened. Implemented WalkMe, a digital adoption platform, as an embedded guidance layer inside Salesforce (CRM), providing sales representatives with real-time contextual guidance during quote entry. Redesigned the contract document architecture from multiple product-specific contracts into a single dynamic master template — eliminating redundant legal review cycles and reducing friction across all departments.

Onboarded Salesforce as the organization's Customer Relationship Management (CRM) system administrator and Jira as its cross-functional project management platform — both new to the organization and to me personally. Completed a five-day Salesforce Admin training and built out the full CRM architecture based on the company's specific needs, including data import workflows, deduplication processes, and list hygiene standards. Designed reporting flows and presented performance metrics on pipeline progress and team productivity to leadership across sales, marketing, and engineering.

Redesigned the student records filing architecture from alphabetical drawer cabinets to grade-level lateral filing — making grade transitions a clean, efficient process instead of a drawer-by-drawer search. Redesigned all student intake forms by assigning distinct color coding by function and information type, so staff could identify missing documents in a registration packet at a glance rather than reviewing page by page. Identified and corrected MetroCard allocation records that were not being updated when replacement cards were issued — resolving an ongoing shortfall in the school's transit allocations. When the school introduced a new Student Information System (SIS), invested the time to become the subject matter expert that staff across multiple campuses relied on for guidance and support.

Directed daily operations for a youth development nonprofit, identifying significant gaps in the organization's financial record-keeping and filing systems. Self-taught QuickBooks and rebuilt the financial records infrastructure from the ground up — restructuring reconciliation processes and donation tracking with enough rigor that the annual accountant visit was reduced from multiple days to half a day, roughly a 75% reduction. Optimized the donor database architecture to improve tracking, reporting, and stakeholder engagement, and led end-to-end logistics and coordination for the organization's Annual Gala.