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Mallory Torres

@mallorytorres

Operations and business support professional specializing in KPI reporting, CRM accuracy, scheduling, and cross-functional workflow coordination.

United States
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What I'm looking for

I’m looking for an operations-focused role where I can drive KPI tracking and reporting, keep CRM and documentation accurate, coordinate schedules and workflows, and improve processes—partnering with both executives and frontline teams in a fast-paced environment.

I’m an operations and business support professional with 10+ years of experience spanning sales operations, HR coordination, office management, and technical field environments. I’m known for reliability, attention to detail, and maintaining data accuracy in high-volume workflows while supporting leadership decision-making.

In my most recent role, I manage inbound customer communication and schedule appointments across sales and service operations. I maintain CRM lead tracking and documentation, generate and distribute KPI and performance reports to leadership, and coordinate operational workflows between sales staff and management.

Previously, I led operational workflow management for lead qualification and client intake, overseeing hiring, onboarding, and employee scheduling for regional operations. I tracked production metrics and KPIs, resolved contract and client account documentation, produced executive-level reports, and remotely managed teams of 75+ while opening two offices. I’ve also improved efficiency through process organization in office operations using Eaglesoft, while ensuring compliance and quality control.

Experience

Work history, roles, and key accomplishments

WG

Operations Lead - Qualification

Wesley Financial Group

May 2020 - Jul 2026 (6 years 2 months)

Led operational workflow management for lead qualification and client intake, overseeing hiring, onboarding, and regional employee scheduling. Produced executive reports on team performance and pipeline status, remotely managing teams of 75+ and opening two local offices.

Education

Degrees, certifications, and relevant coursework

Mallory hasn't added their education

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Tech stack

Software and tools used professionally

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