At Business Growth Advisors, LLC (BGA), I developed a proprietary AI-powered insights system that brings together CRM records, sales notes, and market intelligence to support leadership strategy. I also led the overhaul of a manual CRM into an automated system.
At BGA, I connected network partners to drive referrals and cross-selling, increasing member-to-member cross-selling 74%. I also identified and onboarded subcontractor partners, contributing to a 25% increase in active client engagements.
As an Independent Consultant, I advised on operations and analytics for client projects, implementing scalable systems that optimized sales pipeline velocity by 20%. I deployed customized CRM setups and AI-driven automation tools that eliminated 50+ hours of manual data processing per month.
Previously, at Liquidity Services Inc., I managed a $3.5M+ monthly revenue stream and built automated Power BI and Excel reporting for margin analysis and executive decisions. At FODIS, LP and Ernst & Young, LLP (EY), I contributed to customer research, M&A support, strategic analysis, and financial models and databases supporting $100M+ engagements.
