J R

Acting Chief of Staff & Program Manager driving enterprise-wide RevOps transformation. Led automation and analytics initiatives achieving 70% workflow automation, streamlined GTM processes, and directed Kaseya 365 launch readiness. Built executive dashboards, Launched K365, and launched new customer support process generating $1M+ in 2 months

Led Datto-to-Kaseya migration, managing a team of 2 to map and optimize quote-to-order and cache processes, integrate Zendesk and Bamboo with Salesforce, and develop global training for 600+ sales managers. Built account review process boosting engagement and visibility, earning the 2023 Force Multiplier Award for impact.

Led $5M U.S. operations and 50+person team through AX-to-Dynamics migration. Boosted efficiency 40%, cut lead times 14→2 days, saved $2.5M in credits, and secured $28M retail contract. Automated dashboards (Lowe’s, Home Depot, Amazon), improving productivity 90% and adding $1M in sales.

Served as Client Partner for AI/ML-driven customer service platforms, advising on deployments in manufacturing and retail and leading negotiations on deals up to $20M with education systems.

Led 15 staff in sales/finance ops across 4 dealerships, training 40 on CRM use. Boosted internet sales 500%, raised sales efficiency 40%, and ranked top 10% in finance product revenue. Built incentive and training programs driving engagement, retention, and +1K new leads.

Executed event-driven and relationship sales, increased internet sales by 210%, ranked in top 3 salespeople and generated $114K gross profit from $670K in event sales.

Completed a Bachelor of Science in Business Administration with a focus on Finance.

Completed an Associate of Arts with coursework in engineering sciences.