Open to opportunities

Shanna Vinson

@shannavinson

Message

Operations leader improving systems, workflows, and KPIs to drive faster decisions.

United States

Message

What I'm looking for

I’m looking for an outcomes-driven operations role where I can optimize systems and workflows, build KPI visibility, and improve operational consistency—using CRM/EMR, automation, and SOPs to help leadership make faster, better-informed decisions.

I’m an operations professional with 10+ years of experience owning and optimizing business systems, processes, and cross-functional workflows. I step into established environments and focus on improving efficiency, reporting accuracy, and operational consistency—where success is measured by outcomes and operational quality, not hours logged.

I’ve led clinic-wide and school-based operations, built operational dashboards tracking KPIs across departments, and owned HR systems end to end, including hiring workflows, onboarding, payroll processing, PTO tracking, and retirement plan coordination. I also manage EMR and CRM platforms (Jane and GoHighLevel), maintain SOPs, train teams, and drive continuous process improvement to reduce friction and strengthen visibility into performance.

Experience

Work history, roles, and key accomplishments

Current

Operations Manager

Current

Cache Valley Counseling

Nov 2024 - Present (1 year 8 months)

Oversees clinic-wide operations for a counseling and wellness practice, coordinating across front desk, clinical, sales, and marketing teams. Owns HR systems, manages EMR (Jane) and CRM (PhysioFunnels), maintains SOPs, and delivers KPI dashboards to drive continuous process improvement.

Clinic Operations Management Process Optimization KPI Reporting Dashboarding CRM Administration Workflow Automation SOP Development HR systems Staff Scheduling Session Type Configuration Caseload Management performance reporting Cross functional Coordination

Current

Office Manager

Current

Center for Creativity, Innovation & Discovery

Dec 2022 - Present (3 years 7 months)

Manages administrative operations, communications, and systems for a school environment, serving as an operational hub for internal and external stakeholders. Owns office systems and calendars, manages website content and online event schedules, supports financial record keeping and billing communication, and handles HR onboarding/leave tracking and recruitment posting.

Administrative Operations Systems Administration Operational Calendar Calendar Management Financial Record Keeping HR Onboarding Leave Tracking Stakeholder Management

Business Owner & Online Manager

GYST Assisting LLC

Feb 2018 - Jan 2023 (4 years 11 months)

Founded and operated a B2B online business management company, providing systems setup and operational support to solo entrepreneurs and small teams. Managed client onboarding and project delivery workflows while implementing CRM, email marketing, sales funnels, and course creation tools to streamline backend operations.

B2B Operations Client Onboarding Project Coordination Systems Implementation CRM Implementation Email Marketing Sales Funnels course creation Email Management SaaS Implementation Workflow Automation

Admissions Officer

Utah State University

Feb 2010 - Apr 2013 (3 years 2 months)

Managed the undergraduate admissions process from application receipt through final decision, coordinating with multiple university departments. Administered end-to-end admissions workflows using university online systems and served as a primary point of contact for prospective students and families.

Workflow Management