At Wi-Tronix, I partnered with the VP of Sales and CEO on forecasting discipline, pipeline health, and CRM governance. I produced weekly bookings, pipeline, and forecast reporting, and improved forecast accuracy by formalizing a structured forecasting cadence.
I built Salesforce validation rules, automated prompts, and workflow improvements to strengthen data hygiene and quote accuracy. I also supported CPQ quoting workflows and administered dashboards and territory modeling to improve reporting reliability.
Earlier, at Flexera and Panduit, I improved CRM accuracy and forecasting reliability, built KPI dashboards, and worked on territory alignment. At Pivotal Home Solutions, I analyzed customer and claims data to inform retention strategies and service improvements.

