At NextWealth Entrepreneurs, I analyzed operational data with SQL and Excel, built KPI dashboards in Power BI and Power Query, and helped leadership identify bottlenecks during transitions. I applied Lean methods and collaborated across teams to improve efficiency, reporting visibility, and turnaround times.
At ResultsCX, I managed customer inquiry resolution across email, phone, and CRM channels while investigating root causes, maintaining SOP compliance, and producing operational insights from Excel and CRM data. I’m focused on translating performance trends into practical workflow improvements and better customer service.
