Project Manager | Marketing Operations & CRM

Lead client projects from discovery and requirements gathering through configuration, testing, documentation, training, and final handoff. Manage timelines, action items, owners, dependencies, approvals, risks, and stakeholder updates across multiple workstreams. Configure CRM environments in GoHighLevel, including pipelines, calendars, workflows, permissions, payment links, email and SMS automation, and reporting. Create SOPs, process maps, checklists, user guides, troubleshooting documentation, and training materials. Coordinate with clients, software support, developers, vendors, and internal stakeholders to resolve blockers and keep projects moving.

Coordinated recurring processes across marketing, lead management, appointments, reporting, customer follow-up, and pipeline operations. Maintained trackers and KPI reporting across scheduled, sold, cancelled, disqualified, no-show, pending, and rescheduled outcomes. Organized tasks, priorities, deadlines, and team follow-up using ClickUp, Slack, Zoom, and Google Workspace. Built a five-stage reactivation workflow and supported process improvements that reduced appointment no-shows from approximately 38% to 12%. Standardized CRM fields, notes, ownership rules, and status definitions to improve reporting accuracy and operational visibility.

Coordinated digital marketing, website, content, campaign, CRM, and client delivery projects across consumer and service-based brands. Managed timelines, deliverables, approvals, reporting, and communication between marketing, design, technical, and business stakeholders. Managed and optimized content and ongoing digital operations across five WordPress websites, including page updates, landing pages, publishing, and site coordination. Supported campaign planning, performance reporting, customer acquisition, and process improvement using GA4, Looker Studio, Google Ads, Meta Ads, and spreadsheets. Contributed to growth initiatives associated with a reported 30% increase in sales for Too Strong Coffee.

Supported cross-functional projects involving mobile apps, websites, paid media, content, customer acquisition, reporting, and client operations. Coordinated tasks, reviews, approvals, deadlines, and communication across internal teams, clients, and external collaborators. Translated business goals into practical project plans, campaign actions, reporting structures, and customer-facing deliverables. Prepared dashboards, performance reports, and recommendations using Excel, Google Sheets, GA4, Looker Studio, and CRM exports. Worked across fast-paced environments where priorities changed frequently and clear follow-through was essential.