Open to opportunities

Toni Osbey

@toniosbey

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Sales operations professional driving CRM improvements, process optimization, and actionable reporting.

United States

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What I'm looking for

I seek a role where I can improve CRM and onboarding processes, lead cross-functional projects, deliver actionable reporting, and develop training in a collaborative, growth-oriented team.

I am a sales operations and business transformation professional with 15+ years of experience partnering with Sales, Operations, IT, and leadership to improve CRM processes, data integrity, and operational workflows. I translate business requirements into practical actions and support system enhancements, testing, and rollouts to increase productivity and efficiency.

Throughout my career I have led onboarding and operational transformation initiatives across fintech, mortgage, education, and technology environments, delivering reporting, SOPs, training materials, and data audits that support decision-making and compliance. I have a consistent record of supporting cross-functional teams to implement system changes and process optimizations.

I am highly organized and analytical, focused on stakeholder communication, process documentation, and enabling teams through clear training and operational support. My work emphasizes measurable improvements in accuracy, forecasting, and utilization metrics.

Experience

Work history, roles, and key accomplishments

Onboarding Analyst

Raistone

Jan 2023 - Oct 2025 (2 years 9 months)

Partnered with Sales, Risk, Operations, and Technology to improve fintech onboarding workflows, execute CRM-related process changes, and deliver data audits and reporting that increased process accuracy and readiness for analysis.

CRM Support Data Integrity Process Improvement Reporting And Analysis Cross Functional Collaboration Onboarding

Mortgage Loan Officer

Filo Mortgage

Jan 2021 - Sep 2022 (1 year 8 months)

Managed mortgage pipeline and client records using CRM systems, counseled HUD-certified borrowers, analyzed credit and DTI, and supported onboarding and training while meeting monthly production goals.

Forecasting Loan Processing Compliance HUD Counseling Reporting Training

After School Director

Bricolage Academy

Jan 2019 - Dec 2020 (1 year 11 months)

Led operations for multi-program after-school services for 250+ participants, improving scheduling, reporting, and process consistency while creating training and onboarding materials to increase staff adoption.

Operations & Strategy Reporting Training Development Data Management Process Optimization Project Coordination

Operations & Office Manager

New Schools for New Orleans

Jan 2017 - Dec 2018 (1 year 11 months)

Supported organization-wide operational systems, reporting workflows, and data cleanup efforts while coordinating projects across Finance, HR, and leadership to ensure system compliance and accurate reporting.

Systems support Reporting Data Integrity Project Support Process Improvement Documentation

Senior Advisor

Apple Inc.

Jan 2013 - Dec 2016 (3 years 11 months)

Supported customer-facing technology systems and escalations, participated in system testing and rollouts, and trained new hires to improve process adherence and operational accuracy.

Customer Support Process Adherence Escalation Management