At SmartRoof, I manage customer information, work orders, project records, and scheduling across Salesforce, ShareFile, and related systems. I also partner with leadership on approved CRM and workflow improvements.
I serve as the primary owner of an outreach workflow, managing requests through preparation, delivery, signed-document tracking, customer follow-up, and internal handoff. I’ve also developed and tested outbound business-development lanes, including target criteria, outreach processes, CRM tracking, and follow-up workflows.
At NorthKit Roofing, I supported more than $3M in influenced sales volume by supervising inside-sales workflows, coaching representatives, monitoring appointment quality, and improving follow-up execution. I also owned recurring KPI and ROI reporting and administered CRM and dialer workflows, including a Zapier integration between CallTools and Zoho CRM.
At Victory Home Remodeling, I set 250+ appointments in my first month in inside sales and contributed to more than $1.5M in net sales volume. Earlier, at Clover Funding, I managed a self-generated pipeline through cold outreach and qualification, producing approximately $250K in funded volume.
