I work with small-business clients as an independent CRM Consultant, setting up and improving Salesforce around their workflows.
I configure user access and system settings, troubleshoot issues, and provide ongoing support. I also build reports and dashboards, maintain accurate data, and document processes for users.
At WorkBright, I maintained Salesforce for Customer Success teams and day-to-day SaaS operations. I built reports and dashboards to track customer activity, engagement, and team performance, and improved CRM workflows to make the system easier to use.
Before that, I supported customers at WorkBright and Bank Marketing Center, guiding onboarding, platform setup, and ongoing account support. I’m Salesforce Certified Administrator, with experience in customer success, client services, and CRM administration.
