Operations & Business Operations Leader

Administered the RevIT CRM following the transition from Salesforce, resolving user issues, testing corporate-system updates, managing permissions, and maintaining data quality. Supported the Salesforce-to-RevIT migration and data-cleanup process.

Trained approximately 50 employees through a two-day in-person program and follow-up Zoom sessions. Managed 100–150 quotes weekly and 20–30 monthly orders across more than 50 accounts and four outside-sales territories, while building reference guides, improving workflows, and mentoring peers.

Led accounting, operations, and purchasing functions across HR, payroll, finance, procurement, client relations, and acquisition integration for distributed teams in the United States, South Africa, and Panama. Owned companywide P&L, annual budgeting, monthly forecasting, expense approvals, and more than 30 vendor relationships.

Built executive KPI dashboards in BrightGauge using ConnectWise data and reported performance to the CEO. Managed contracts, renewals, billing, onboarding, and service expectations for over 80 clients; supported two acquisitions; and created the company’s first formal SOP and training library during growth from 13 to 32 employees.

Coordinated onsite and remote schedules for approximately 20 technicians and engineers serving more than 80 managed-services clients. Supported 1,000–1,500 service tickets per month and managed client communications, complaints, recurring requests, scheduling, and technical escalations.

Monitored AutoTask and BrightGauge to identify aging or stalled work, reprioritize requests, escalate service risks, and report performance issues. Designed the ticket-triage process and managed thousands of hardware assets in SnipeIT, including audits, onboarding, check-in/check-out records, and serial-number labeling.

Managed five front-office staff and coordinated inbound and outbound logistics for hundreds of customers across California, Nevada, Utah, Washington, and Oregon. Scheduled approximately one million pounds each of inbound and outbound wire monthly while balancing demand, carrier capacity, and service requirements.

Approved freight costs, negotiated local truckload and courier rates, and selected transportation partners based on cost, reliability, and service performance. Helped execute against a $20 million annual freight budget and contributed to approximately 20% year-over-year freight cost reduction.

Directed high-volume warehouse operations and led approximately 65 employees through two team leads. Managed staffing, scheduling, performance reviews, coaching, corrective action, and daily workforce coverage.

Coordinated labor and workflow to meet shipping schedules and customer requirements. Participated in hiring and termination decisions while maintaining operational continuity and service performance.

Led 50 employees and three team leads across assembly and shipping operations. Managed five custom-framing production cells, including labor allocation, workflow, quality, supplies, and shipping.

Used Kaizen events and time studies to redesign cell layouts and staffing. Increased production output from approximately 60–80 to 80–100 frames per cell per day while reducing bottlenecks, peak-season overtime, and backlogs.

Owned store operations and P&L for a retail location with approximately $600,000 in annual revenue, $300,000 in inventory, and 8–10 employees. Led hiring, training, scheduling, performance management, and customer service.

Improved year-over-year sales by approximately 2.5% and increased units per transaction from 3.5 to 5. Managed store performance through operational discipline, employee development, and customer-focused execution.