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Whitney Brundage

@whitneybrundage

Operations executive at B&A Grant Services who built its HubSpot CRM and automated funding monitor, saving roughly 20 hours weekly.

United States

Message

At B&A Grant Services, I built the firm’s HubSpot CRM and Monday.com project-tracking backbone, then created a funding monitor that saves the research team roughly 20 hours per week. I also developed financial reporting and internal controls, redesigned onboarding, and led the transition to biweekly payroll.

As a fractional COO, I partnered with CEOs and executive teams on KPI frameworks, forecasting, and workflow redesign that delivered efficiency gains of up to 25%. At Computer Measurement Group, I drove a 180% increase in audience engagement and tripled partnership sales within one year. I also bring hands-on experience designing and evaluating AI agents and workflows.

Experience

Work history, roles, and key accomplishments

Current

Operations Manager

Current

B&A Grant Services

Jan 2025 - Present (1 year 9 months)

Stepped into an undefined, high-complexity operating environment; audited existing infrastructure and built a phased modernization roadmap spanning systems, workflows, and reporting. Built out HubSpot CRM and Monday.com, designed automated grant-funding monitors, and led payroll and onboarding transitions.

HubSpot Monday.Com Microsoft 365 Microsoft Copilot AI Workflow Design Process Improvement Financial Reporting Payroll Onboarding Infosec

Current

Owner

Current

Whitney Brundage Travel

Feb 2024 - Present (2 years 8 months)

Own and operate a solo travel agency under a host agency, serving large corporate clients. Assumed full ownership of a corporate client's travel management function and implemented travel SOPs to close policy gaps.

Travel Management Vendor coordination SOP Design Client Relations

Current

AI Operations Consultant

Current

Self-Employed / Contract, incl. Scale AI and Upwork

Apr 2023 - Present (3 years 6 months)

Designed and trained an enterprise AI agent for a major freelance platform to review freelancer profiles, authoring training logic and evaluation criteria. Contributed training data, prompt frameworks, and response-evaluation logic to AI chatbots and performed RLHF-aligned ranking tasks.

AI Training Prompt Engineering RLHF Model Evaluation Quality Assurance Process Redesign

Fractional Chief Operating Officer / Operations Consultant

Self-Employed

Jan 2018 - Dec 2025 (7 years 11 months)

Partnered directly with CEOs and executive teams across multiple client organizations to design KPI frameworks, decision tools, and organization-wide evaluation systems. Implemented forecasting models, budgeting systems, and workflow redesigns that delivered efficiency gains of up to 25%.

KPI Design Forecasting Budgeting Workflow Redesign SOP Development Process Improvement Client Success Employee Retention

Vice President, Operations & Strategy

Computer Measurement Group (CMG)

Aug 2018 - Jun 2022 (3 years 10 months)

Drove a 180% increase in audience engagement and tripled partnership sales within one year through operational and strategic improvements. Led end-to-end virtual and large-scale event production, achieving 98% partner retention and growing key accounts 5x.

Operations Strategy KPI Implementation Event Production CRM Marketing Analytics Partnership Development