I'm a tech savvy, AI-empowered Operations & Project Leader/Manager who helps businesses streamline delivery of products & services through building processes enhanced by automations.
- Client and Employee Onboarding Process - Recruitment & Staffing
- Business Product & Service Process Automation
- Business Marketing
- Lead, Funnels & Sales Automation
- Hybrid Project Leadership and Management (Agile, Waterfall, Scrum, Kanban, Lean) - ClickUp, Asana, Basecamp, JIRA, Notion, Teamwork,
- Stakeholder & Vendor Management
- CRM Administration - Go High Level, Hubspot, & Pipedrive
- Workflow & System Automation - Go High Level, Kajabi, Zapier, (basic) Appscript, PM Tool Automation
- EHR Management for Healthcare - ChiroHD, GHL HIPAA, PatientXpress
- E-Learning & Course Development Management - Go High Level, Kajabi, Teachable, Thinkific
- Community Management -
- Data Reporting, Business Intelligence (BI) Reporting, KPI Tracking & Monitoring
- Team Leadership and Workforce Capacity & Management
Other Skills:
- Technical Writing - Guides, Single Sources or Truths, and Standard Operating Procedures
- Ghostwriting & Content Writing
- Social Media Marketing
- Insurance Account Management
- Basic
Certifications:
- Zapier
- ClickUp
- Asana
- Agile Scrum Master
- Content Marketing
- PMI - KickOff: Agile & Waterfall
???? CRM Strategist | Automation Enthusiast | Seamless Client & Team Integration Throughout my career, I’ve leveraged powerful CRM platforms to streamline operations, boost collaboration, and elevate the client experience. With hands-on experience in Go High Level, Funnel Gorgeous, and HubSpot, I specialize in optimizing business and marketing workflows through smart automation and intuitive systems design. From managing end-to-end client journeys to aligning team responsibilities and communication, these tools have been essential in driving efficiency, scalability, and results across every phase of the customer lifecycle. ✔ CRM Implementation & Optimization ✔ Marketing & Sales Automation ✔ Client Journey Mapping ✔ Team Collaboration Tools ✔ Data-Driven Process Improvement
Experience: 5 - 10 years
???? Operations & Account Management Pro | Strategic Partner to Founders & Teams With 5+ years in a hybrid role spanning account management, project leadership, and operations, I bring a well-rounded approach to driving business success. I’ve led cross-functional teams with diverse skill sets, ensuring seamless collaboration, accountability, and delivery across every stage of execution. Working side-by-side with founders, CEOs, and directors, I’ve played a pivotal role in process development, marketing strategy, and both client and team management—bridging vision with execution to scale growth and streamline operations. ✔ Cross-Functional Team Leadership ✔ Process Development & Optimization ✔ Executive-Level Collaboration ✔ Client Success & Relationship Management ✔ Operational Efficiency & Strategy Alignment
Experience: 5 - 10 years
???? Versatile Project Manager | Bridging IT & Marketing for High-Impact Delivery Web & App Development | Agile Execution | Cross-Functional Leadership As a seasoned IT and Marketing Project Manager, I bring a unique blend of technical insight and creative strategy to every project. I’ve led teams in building websites, mobile apps, and custom applications, ensuring alignment with scope, quality, and budget. In my marketing PM role, I collaborate directly with clients to translate their vision into clear, actionable plans. By working hand-in-hand with tech leads, developers, and marketing teams, I turn complex requirements into streamlined execution—delivering results that drive business goals and elevate the user experience. ✔ Full-Cycle Project Ownership ✔ Technical & Creative Team Collaboration ✔ Agile & Waterfall Methodologies ✔ Budget, Scope & Timeline Management ✔ Client-Facing Communication & Requirements Gathering
“For years, I maxed out my hours, got burnt out, and the quality of my work would start to go down. I decided to take the leap, hire correctly, and now it frees up my time to focus on growing the business.”
Tyler Gies
SEE MORE REAL RESULTS“They're not only loyal and hardworking, they're super detail oriented!”
- Travis OVAAnswers
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