
Head of Operations | Remote CoWorker | Oct 2023 – May 2025
Corporate Account Executive | Remote CoWorker | Oct 2021 – Oct 2023
Strategic Operations Leader specializing in scaling companies through intelligent automation and cross-functional leadership.
I directed operations across sales, account management, and HR, transforming workflows with AI and system integration to drive measurable growth.
Key Contributions:
- Scaled Sales & Operations: Boosted team sales output by 10% using custom AI tools for lead scoring and prospect qualification.
- Automated Workflows: Engineered end-to-end contract systems using PandaDoc and DocuSign, accelerating deal closure and reducing manual oversight.
- Slack Ecosystem Builder: Automated 20+ hours/month of manual work by building intelligent Slack hubs with automated alerts, task routing, and real-time KPI dashboards.
- AI Training & Enablement: Led company-wide training on AI adoption and bot development, mentoring 15+ team members in automation best practices.
- C-Suite Collaboration: Partnered with executives to align automation strategy with business goals, cutting manual operational tasks by 25%.
Key Achievements:
- Accelerated Revenue Cycle: Shortened the contract lifecycle by 40% by optimizing PandaDoc and DocuSign workflows, efficiently managing 30+ high-value contracts monthly.
- Expanded Account Value: Increased account expansion revenue by 25% through proactive market analysis and identification of untapped client opportunities.
- Improved Sales Performance: Boosted win rates by 18% and reduced client churn by 15% through continuous analysis of sales KPIs and client feedback, leading to refined service delivery.
Skills:
- HubSpot | PandaDoc | DocuSign | Business Development | Client Relations | Market Analysis | KPI Monitoring | Google Sheets | Slack | Zoom
TH Corp
Sales Executive & Real Estate Closer | TH Corp | Jul 2020 – Jul 2021
Specialized in high-value residential and commercial investment properties, managing transactions from $50K to $1M+. Excelled in a fast-paced environment by building a robust pipeline and executing efficient closings.
Key Achievements:
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Expert Lead Generation: Consistently generated over 300 qualified leads per month through targeted outreach, maintaining a strong 15% conversion rate.
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Efficient Pipeline Management: Managed the end-to-end sales cycle within 8020REI CRM, streamlining lead tracking, documentation, and investor reporting.
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Accelerated Deal Closure: Reduced average closing time by 10% through direct negotiation with sellers and investors, enhancing transaction efficiency.
Skills: 8020REI CRM | High-Value Negotiation | Real Estate Transactions | Lead Generation | Pipeline Management | Investor Reporting

Medical Concierge | Keep Typing| Oct 2019 – May 2020
Orchestrated full-cycle sales for premium elective medical treatments, consistently converting 15% of leads into high-value patient packages through consultative relationship-building and structured follow-up.
Key Contributions:
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Managed end-to-end patient pipelines using CRM systems, ensuring all follow-ups were completed within a strict 48-hour window to maintain engagement and trust.
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Facilitated seamless and compliant contract closure using PandaDoc and e-signature platforms, improving tracking accuracy and documentation integrity.
Skills: Patient Relationship Management | CRM Systems | Medical Sales | Pipeline Management | PandaDoc | E-Signature Platforms | Compliance Tracking
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