Embedded Files
Operations, Project Management & Client Success Leadership
Supported growing organizations through operational transformation, systems implementation, project management leadership, and client success strategy. Built scalable infrastructure, improved operational visibility, and created repeatable processes that enabled teams to work more efficiently, communicate more effectively, and support sustainable growth.
Operational Strategy & Systems Optimization
Strengthened operational foundations by evaluating existing workflows, implementing scalable systems, and creating standardized processes to support business growth.
Key outcomes included:
Increased operational visibility through the development of centralized systems, reporting structures, and standardized workflows
Built scalable operational infrastructure by implementing and optimizing project management platforms, business tools, and internal processes
Improved team adoption and consistency through comprehensive SOP libraries, training documentation, and system guides
Created a centralized Business Tool Guide to establish ownership, usage standards, system integrations, and ongoing resources
Streamlined internal communication through standardized collaboration practices, team check-ins, and documentation protocols
Developed onboarding and offboarding frameworks to improve team transitions and organizational consistency
Identified operational gaps through software audits and workflow reviews, providing recommendations to improve efficiency and collaboration
Project Management & Operational Oversight
Provided project management leadership across cross-functional teams, ensuring initiatives remained aligned with business priorities, timelines, and available resources.
Key outcomes included:
Improved project visibility through structured workspaces, reporting tools, and accountability systems
Created capacity planning and resource allocation frameworks to better understand team workload and project demands
Developed operational reporting processes to track project health, completion progress, team availability, and workload risks
Managed project timelines, deliverables, and budget considerations while coordinating across internal teams and external stakeholders
Delivered weekly operational insights and recommendations to leadership to support informed decision-making
Client Success & Relationship Management
Supported client retention and satisfaction by creating stronger communication processes, improving project alignment, and proactively managing expectations.
Key outcomes included:
Strengthened client relationships through consistent communication, project oversight, and strategic support
Improved delivery alignment by coordinating teams, managing priorities, and maintaining visibility into client commitments
Established processes for managing scope changes, identifying support needs, and maintaining project continuity
Analyzed performance data to inform future project planning, resource needs, and client engagement strategies
Executive Operations, Foundation Management & Venture Capital Support
Provided executive-level operational support across business administration, foundation management, and investment operations. Managed complex workflows requiring discretion, organization, financial coordination, and cross-functional communication.
Executive Operations Support
Supported executive priorities by improving organization, communication, and operational follow-through.
Key outcomes included:
Increased executive efficiency through calendar management, correspondence support, research, and initiative coordination
Improved visibility into priorities and ongoing initiatives through structured tracking and documentation
Supported strategic decision-making through business research and operational analysis
Foundation Operations Management
Managed administrative and operational processes for a family foundation, ensuring organized communication, accurate financial coordination, and efficient grant-related workflows.
Key outcomes included:
Established streamlined processes for managing funding inquiries and preliminary grant evaluations
Improved financial organization through accounting coordination and fund tracking processes
Maintained accurate documentation systems to support transparency and operational continuity
Coordinated communication between leadership, accounting partners, and external organizations
Venture Capital Operations Support
Supported investment operations through process improvement, documentation management, and partner coordination.
Key outcomes included:
Improved operational consistency through standardized processes and tracking systems
Supported investor and partner communication workflows
Coordinated capital documentation, accounting processes, and operational reporting
Increased visibility into investment operations through organized documentation and tracking systems
Implementation Project & Marketing Operations Transformation
Led the transition from fragmented project management processes into a customized Asana ecosystem designed to improve collaboration, accountability, and operational visibility.
Key outcomes included:
Successfully transitioned teams from Microsoft Teams and Planner into a centralized project management environment - Asana
Designed and implemented a customized Asana workspace aligned with organizational workflows and reporting needs
Increased team adoption through training resources, SOPs, and ongoing platform optimization
Improved project accountability through standardized workflows, task ownership, and status tracking
Created stronger operational alignment through weekly team meetings, project reporting, and client communication processes
Managed ongoing platform improvements to ensure systems continued to support organizational growth
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