Hire the Best Change Management Specialists in Texas

I help executive teams and people leaders build the human infrastructure that makes AI, transformation, and growth actually work: trust, psychological safety, and real manager capability. I’m an I/O psychologist and founder of Lead with Levity, where we design practical systems that strengthen relationships, reduce friction, and keep performance conversations honest instead of punitive. My work centers on three levers: 1 - Engineering trust through clear expectations, feedback norms, and fair decision processes. 2 - Making psychological safety operational through meeting structures, manager scripts, and escalation paths leaders actually use. 3 - Equipping managers with simple, repeatable tools so they stop improvising their way through conflict, change, and underperformance. I’ve designed and facilitated programs on new-hire socialization, facilitation and stakeholder engagement skills, and AI‑ready culture for leaders who need their organizations to move faster without burning people out or eroding trust. Recent work includes leadership roundtables on building AI‑ready cultures, and co‑leading intensive facilitation and negotiation workshops for cross‑functional technical teams. Clients work with me when: - They’re rolling out new technology or AI and need the culture to keep up. - They see “manager problems” that are really system problems. - They want practical, research-informed design without HR jargon or culture theater. If you need a partner who will tell the truth, design clean systems, and leave your managers with tools they can use the next morning, I’m a good fit.

Behind every creative person, every small and growing business, is an Alfred. There comes a point in the development of every business where if an organizational overhaul doesn't take place, scaling isn't possible. That's where I come in. You might know exactly what you want, or you might have a general sense of unease. Many business owners know there are things that can be done better, but they aren't sure where to start and don't have the time to figure it out. I've spent years honing a carefully curated (but extensive) list of skills by working with small business teams and as a freelancer. These various experiences have given me invaluable insights into different industries, processes, tools and departments. I've had my hands in dozens of different projects and this has allowed me to analyze businesses and develop custom solutions. I've also worked really hard to become acclimated to as much technology as possible. I'm certified in Asana, Notion, Make.com, Quickbooks, Trainual and Gorgias. I'm expert-level in Clickup, Trello, Monday, Processstreet, Jira, Confluence, Hubspot, Hubstaff, Harvest, Front, and many more. Some of my specialty areas include: - Day to day direct executive support, project management or operations management - Acting as team communication leader and project manager ensuring efficient information sharing - Process development - Analyzing, streamlining and automating workflows - Tool recommendations, data migration, set up and training - Financials (Quickbooks, data transfers, budgets, action plans) I am a certified Quickbooks Pro Advisor! I am certified to help you optimize your usage of Quickbooks. - I specialize in choosing, setting up and executing project management software. I am well versed in all major options. I am also an Asana Together Certified Pro and Notion Certified. - Developing, launching and leading initiatives regarding efficiency, organization, team building, marketing, hiring, and more. - Resource management including HR, payroll and employee engagement - Long term goal planning, and breaking down those goals into achievable projects with specific steps and due dates - Putting out fires, reducing bottlenecks, and keeping things from falling through the cracks Certified in: Asana, Notion, Gorgias, Make.com, Trainual and Quickbooks Experienced in: Airtable Calendly Canva Clickup Clockify Confluence Dubsado Etsy Google Data Studio Google Products Harvest Hector Hexnode Highlevel Hive Hootsuite Hubspot Hubstaff Insightly Loomly Monday.com Office/Microsoft Products Paymo Post Affiliate Pro Processstreet Reclaim Shopify Sortly Sunsama Todoist Trello Various form tools (google forms, tidyform, notionforms, etc.) Verious email marketing tools (Mailchimp, infusionsoft, constant contact, keap, etc.) WordPress Wrike Zendesk Zoho And even more industry specific software (NutriAdmin, ServiceNow, ConnectWise, etc.)

I help companies deliver complex projects — on time, within budget, and with high-impact results. With certifications in PMP, Agile (PMI-ACP), and Scrum (CSM), I specialize in leading complex and high-value Technology and Operations projects. My work spans enterprise and digital transformations, and projects ranging from SaaS implementations, AI/GenAI, and mobile/web development to workflow automation, strategic planning, and team development. Whether you're a startup or a Fortune 100 company, I bring a hands-on approach to: Understanding your business goals - Defining and tailoring requirements - Building the right team - Leading the successful execution of your project(s) or program 💡 Highlights: - 100% Job Success Score - Executive-level experience across industries - Proven results with remote cross-functional teams - Strong focus on quality, communication, and accountability 🔧 Project Types Delivered: - AI & Generative AI Integrations - SaaS Platforms (CRM, ERP, ATS, HRMS, etc.) - Process & Workflow Automation - Software & Mobile App Development - Cloud Migrations & Data Migrations - VoIP, Call Center, and Network Infrastructure - Payment Systems & Financial Tools - Survey Platforms & Custom Integrations - Talent Development

Change Management Consultant - Research, Organizational Transformation, Strategy, AI Transformation, Scaling AI Process development and communication, communication strategy, internal team communication, employee relations, empathetic leadership - training process, people risk assessment/mitigation, temp exec CHRO/CPO, CCO, COO ● Education, Certifications, and Career: USC Master of Communication Management, Certified Problem and Change Manager, Certified Customer Success Management Professional, Certified Talent Optimization Consultant with a 20-year career, more than half in leadership role, EdD Organizational Change and Leadership ●Service Industry Focus: Focused on helping those who serve, serve themselves: healthcare, hospitality, professional services, SaaS ● Consulting Specialty: Change Management through the lens of research, business process efficiency, internal communication, and talent optimization ● Coaching Leaders: The c-levels best friend, I have coached more than 300 people one on one and have facilitated multi-generational teams of up to 30 people to achieve results ● Strategic Partners: SaaS sourcing through Cloud Tech Gurus, alliances: Predictive Index, Trainual, and ProcedureFlow CLIENT WIN HIGHLIGHTS Where: Denny’s Corporation Who: COO and CLO Location: Remote in NC When: March 2021 to Present What: Facilitate change within a multi-billion dollar corporation via rich, data and story-driven presentations to the CEO and throughout the organization in the areas of capital improvement, technology innovation, education development, and people-based initiatives, creating an environment of empathetic change where team members can be educated, empowered, and elevated at all levels of the organization. Result: $60 million in improvements optimized through consideration of the human element, providing structure and guidance for internal improvement teams Where: Vitality Unlimited Who: CEO, COO, and CFO Location: Remote/In-Person in Elko, Carson City, Reno, Las Vegas, NV When: Jan 2017-Present What: Create employee experience annual studies to determine a comprehensive project plan to improve service delivery in behavioral health and substance abuse within the state of Nevada. Initiatives include government relations communication, board presentations, the creation of an internal employee magazine, discovery and documentation of human resource and service processes, advising on the evaluation and selection of operational software, creating and monitoring outcome based KPIs. Measuring and monitoring service quality through transactional surveys. Developing an advocacy and risk mitigation process dependent on consumer response. Result: Increased employee and consumer satisfaction year over year, increased employee retention, increased consumer advocacy, increased grant awards for client Where: CSM Practice Who: CEO, CCO Location: Remote/San Francisco – Bay Area When: June 2019 – July 2021 Who: CCO of various SaaS companies including Veriforce, NewRelic, SmartMoving through CSMPractice What: Work with CS teams to discover existing customer success practices and optimize them to improve SaaS sales enablement, onboarding, implementation, adoption, and advocacy with an eye toward churn risk mitigation, customer success enablement including process documentation, playbook development, presentation development, OKR/KPI creation, advising on service models and staff:customer ratios segmented by ARR Result: Reduced churn, increased revenue from existing customers, increased customer advocacy, improved the relationship between sales and customer success OTHER CLIENTS • High End Client Program, Business Strategy (2017 – Present) • Abandoned Homes Project, Advisory Board - Communications (2019- Present) • Lightning Rod Agency, Talent Optimization (2020 - Present) • City of Carson City, Restructuring (2018-2019) • Chargerback, Customer Success Automation (2015-2016) • Nevada Division of Public and Behavioral Health, Stakeholder Communication (2013-2017) EDUCATION University of Southern California, Rossier School of Education Graduated: 2024 Doctorate of Education, Organizational Change and Leadership Los Angeles, CA Phi Kappa Phi Honor Society, 4.0 University of Southern California, Annenberg School for Communication and Journalism Graduated: 2018 Master of Communications Management Los Angeles, CA Phi Kappa Phi Honor Society, 4.0 California State University at San Bernardino Graduated: 2002 Bachelor of Business Administration San Bernardino, CA CERTIFICATES Certified Talent Optimization Professional (6/2021, 6/2024) Certified Customer Success Management Professional, PCSM Academy (11/2020) Certified Problem and Change Manager, Global Association for Quality Management (7/2019)

I have 25+ years experience in program management, process design + improvement, leadership, finance, and cross functional change initiatives. I excel at delivering on time and on budget. I thrive in fast-paced environments that require complex problem solving, seeing both the big picture strategy and nailing down the details. Peers describe me as a results-driven, collaborative change agent who gets the job done with innovation and excellence. I've got strong leadership and strategic skills, both from my years working as a Director of Business Processes & Change Management, as well as the VP of Finance, both at a $5B company, and managing my own small business. Bridging the gap between technical and business teams, I've led multiple, vital, company change initiatives. I'd love to help your business exceed their goals through the use of strategic planning, improved processes, change management, and efficient leadership. I've got a positive attitude and love a good challenge. I'm ready to help you today. I'm skilled in: - Strategic Planning / Thinking - Project Management - Business Process Improvement - Financial Management - Change Management - Operations Management - Writing Process Documents - Notion - Google Docs - MS Office - Time Management - Project Management Software (Notion, ClickUp, Monday.com, Wrike)

Starting a business is hard enough. Growing it doesn't have to be. I help founder-led businesses build the people, processes, and operating systems that create clarity, accountability, and sustainable growth. Whether you're strengthening leadership, documenting workflows, implementing better systems, or preparing for your next stage of growth, my goal is simple: build a business that's easier to lead and better equipped to grow. You're the expert in your business. I'm the expert in building the business around it. Ways I Can Help • Fractional COO support • Business operating systems • Strategic planning and execution • Leadership coaching and accountability • Organizational design and role clarity • Executive 360 Reviews • KPI scorecards and reporting systems • SOP development and process documentation • Workflow optimization • Project management and PMO development • CRM implementation and operational software • Team communication and meeting cadence • Recruiting, onboarding, and leadership development • Budgeting, forecasting, and operational planning Every business grows differently, so there isn't a one-size-fits-all playbook. The first step is understanding how work actually gets done today, where friction exists, and what will create the greatest impact. From there, we build practical systems that fit your business, your team, and your goals—not someone else's framework. Sometimes that's strategic planning. Sometimes it's leadership coaching, SOPs, project management, software implementation, or organizational design. More often, it's a combination that gives your team the clarity and confidence to keep moving forward. Partners in Growth - A Good Fit If... • You're growing faster than your systems. • Too many decisions still depend on you. • Your team needs more clarity, accountability, or structure. • You're preparing to hire, expand, or reorganize. • You're tired of solving the same problems over and over. • You know the business could run better—you just need the right partner to help build it. If you're looking for someone to simply manage projects or check tasks off a list, I'm probably not the right fit. If you're looking for a strategic partner who can help build the systems, leadership, and operational foundation that allow your business to grow with more confidence and less chaos, I'd love to talk. Background Drawing on nearly 20 years in operations, project management, leadership development, and business coaching, I bring both strategic perspective and hands-on execution to every engagement. Project Management Professional (PMP) achieved in 2004.