About
Systems-oriented operations specialist specializing in CRM data integrity, digital workflow automation, and the creation of standardized technical documentation. Experienced in managing high-volume stakeholder lifecycles, auditing databases, and configuring centralized collaboration hubs to ensure seamless remote project delivery.
Platforms and Tools CRMs & Database Management: Dynamics 365, Salesforce, HubSpot, ActiveCampaign.
Project Management & Operations: Asana, Jira, Confluence, Trello, Microsoft Planner, SmartSheet.
Enterprise Collaboration: SharePoint, Microsoft Teams, Slack, Google Workspace.
Digital Asset & Documentation Tools: Canva, Figma, Loom, Padlet, Advanced Excel.
What I'm looking for
I am looking for remote roles in operations management, client success delivery, or compliance coordination. My experience is centered on managing the data integrity, tracking timelines, and standardizing workflows required for high-stakes institutional and federal contracts. I thrive in environments where I can serve as the operational hub by eliminating administrative friction for cross-functional teams and ensuring complex project lifecycles remain secure and audit-ready.
Experience
Systems & Operations Consultant | Principal
Self Employed
Oct 2025 – Present
• Manage and audit CRM data integrity across Dynamics 365 and ActiveCampaign to ensure accurate provider tracking and seamless communication continuity across multi-state networks.
• Design and implement centralized SharePoint repositories, resource hubs, and digital onboarding workflows to maintain strict document control and real-time operational access.
• Establish structured feedback loops and stakeholder interviews to analyze system performance, identify operational gaps, and execute data-driven process improvements.
Dynamics 365ActiveCampaignSharePoint
Associate Program Operations Advisor
Comagine Health
May 2022 – Oct 2025
• Managed the operational infrastructure and compliance tracking for nationwide professional networks, utilizing Microsoft Teams, SharePoint, and Asana for cross-functional collaboration.
• Orchestrated large-scale participant onboarding and file collection through a standardized, step-by-step technical documentation review process.
• Authored Standard Operating Procedures (SOPs), technical user guides, and clinical tracking tools to translate complex regulatory benchmarks into clear, front-line digital workflows.
• Utilized interactive monitoring platforms to identify system barriers, track user engagement, and troubleshoot technical friction points in virtual delivery environments.
Microsoft TeamsSharePointAsana
Data Systems & Compliance Liaison
Panhandle Health District
May 2021 – May 2022
• Coordinated operations, compliance tracking, and daily issue escalation for 50+ regional facilities to align leadership with standardized safety and performance protocols.
• Oversaw high-volume dataset collection, case tracking, and compliance auditing to guarantee regional regulatory consistency and data reporting accuracy.
• Translated complex data reporting sets into clear, actionable operational summaries and updates for distributed administrators and stakeholders.
Compliance TrackingData ReportingOperations Coordination
Operations & Client Advisor
Echo Springs Transitional Study
Mar 2019 – Apr 2021
• Tracked CRM system milestones, lifecycle data, and participant progress to ensure absolute data accuracy and program continuity during critical transitions.
• Standardized training curricula, onboarding materials, and internal process documentation based on direct user feedback loops and observed operational outcomes.
CRMTrainingOnboarding
Makerspace Program Lead
Keaau Elementary School
Oct 2017 – Feb 2019
• Managed day-to-day facility operations, technical equipment upkeep, material procurement, and cross- functional user training for 900+ participants and 50 faculty members.
• Developed and maintained digital resource libraries and system documentation via collaborative platforms for real-time project tracking and instructional support.
Facility OperationsTechnical EquipmentDigital Documentation
Education
University of Hawai'i at Hilo
Bachelor of Arts
Certifications
Relational Leadership
Relational Leadership Partners
Aug 2025 – No expiry
IHI Basic Certificate in Quality and Safety
Institute for Healthcare Improvement
Apr 2024 – No expiry
Skills
Systems ThinkingLoomFigmaSmartSheetMicrosoft PlannerTrelloConfluenceJiraAsanaSlackCanvaAdvanced ExcelPadletGoogle WorkspaceSharePointMicrosoft TeamsActiveCampaignHubSpotSalesforceDynamics 365
Languages
Spanish (Limited working proficiency)
