At Merchants Fleet, I lead enterprise client onboarding and retention programs, including a rediscovery transformation that relaunches long-tenured accounts on optimized fleet programs.
I've built the company-wide onboarding reporting layer in Power BI and automated its data pipeline from Trello through SharePoint and Power Automate, replacing recurring manual status compilation. I also serve as the business SME for the proprietary fleet platform, translating client needs into prioritized technology requirements.
I built Merchants Fleet's onboarding department from the ground up, growing it to a five-person team supporting 150–200 clients annually. I authored its processes, SOPs, training plans, and first performance metrics while standardizing implementation timelines to 45 business days.
Across fleet operations, account management, business development, and client support, I bring practical experience building teams, improving workflows, managing change, and turning operational data into clear executive decisions.
