At SHRM, I build Salesforce dashboards and reporting models for B2B pipeline, revenue, forecasting, retention, product mix, and seller performance. My work improved forecasting accuracy and pipeline visibility by 20%.
I streamlined quoting by consolidating three systems into Salesforce, reducing proposal creation time from 25 minutes to 5 minutes and shrinking the product catalog from 6,263 to 1,644 items. I also partner with Sales, Finance, Operations, and IT to align Salesforce CPQ, NetSuite, and Ironclad across the revenue lifecycle.
Previously, I built revenue-versus-cost models, executive dashboards, scenario planning tools, and VBA commission automation at August Schell. I also bring ERP implementation, data migration, reconciliation, UAT, and cross-functional project delivery experience from RDS / ILG and TCI.

