Technical Consultant

Full Salesforce Implementation & End-to-End Deployment:

• Managed the full implementation lifecycle: discovery, scoping, configuration, integration, testing, launch, and post-launch optimization.
• Designed implementation plans, aligned stakeholders across Sales, Legal, Operations, and Finance, and coordinated cross-team milestones.
• Configured complex SaaS workflows, integrations (Calendly, PandaDoc, Kulturra, Typeform), automation, and data structures.
• Delivered customer onboarding, training, documentation, and adoption support.
• Outcome: Achieved rapid time-to-value, eliminated operational silos, and successfully onboarded multi-department teams.

Implementation of Centralized Cross-Department Request Hub:

• Scoped customer needs and delivered an Airtable + Slack solution to streamline incoming operational requests.
• Led customer change management, adoption planning, and workflow redesign.
• Provided guidance on best practices, process alignment, and operational transformation.
• Impact: Eliminated missed requests, increased accountability, and reduced messaging noise by 60%.

AI-Driven Intake & Qualification Platform Implementation:

• Configured multi-agent AI workflows in Voiceflow with advanced routing logic and dynamic scheduling.
• Integrated Salesforce APIs and implemented structured logic to support scalable onboarding of leads.
• Provided troubleshooting, iterative improvements, and customer training.
• Outcome: Increased operational capacity and improved end-to-end intake processing.

Internal IT Department Buildout & System Rationalization:

• Led internal implementation initiatives, consolidating software systems and creating scalable internal workflows.
• Managed cross-functional alignment, risk mitigation, and documentation.
• Impact: Reduced software costs by over $100,000 annually and improved operational stability.

• Supported rollout of complex guest-facing platform; led technical troubleshooting, customer communication, and training.
• Coordinated cross-functional issue resolution with engineering and product teams.
• Managed onboarding, training, and performance of a 33-person remote support team.