Hire the Best Process Improvement Specialists in Florida

I review how work is actually flowing — across data, processes, and records — find where it's breaking or losing accuracy, and give you a clear picture of what's wrong and why. My background is in audit and compliance work: at OPENLANE/AFC I ran 50+ daily dealership inventory audits, reconciling financial records against physical inventory and flagging discrepancies for risk management. I inherited a mismanaged dealer portfolio, identified the problem accounts through systematic review, retrained the compliant dealers on reporting standards, and brought risk exposure down substantially. That work came from reading what the data was actually saying, not from a framework. More recently I've been doing enrollment data verification for a utility asset management operation — cross-referencing meter records, contracts, and bill captures across multiple state portals daily, flagging discrepancies, and coordinating corrective actions. In parallel I contributed to UAT for an internal automation script, providing end-user feedback on workflow requirements and helping iterate the output until it matched real operating conditions. I work well in roles where the ask is: look at this, tell me what's off, and help us get it right. I'm async-friendly, remote-only, and available for recurring review engagements or scoped diagnostic projects.

I fix the operational chaos that kills efficiency, burns out teams, and creates poor customer experiences. 20+ years optimizing workflows, implementing data systems, and reducing costs for startups, SaaS companies, and mid-market businesses. What I Identify and help improve: → Scattered processes slowing everything down → Missing or outdated SOPs leaving teams guessing → Customer service operations that can't scale → Repeat issues pulling leadership away from strategic work → Disconnected systems creating data silos How I Work: I don't just give you a strategy deck. I dive into your operations, identify what's breaking (or about to break), and make recommendations and/or assist in building systems that actually work. Work Experience in: OPERATIONS OPTIMIZATION Workflow design & process mapping SOP creation & documentation Team structure & resource allocation Cost reduction & efficiency improvements Technology stack assessment CUSTOMER EXPERIENCE SYSTEMS CX operations infrastructure Customer journey mapping Service delivery optimization Support scalability & automation Quality assurance frameworks DATA & ANALYTICS KPI development & tracking Customer data analysis Reporting systems & automation ROI measurement Who I Work With: Growing companies experiencing: - Operational inefficiencies eating profit margins - Customer complaints due to internal chaos - Team burnout from chaotic workflows - Leadership misaligned on priorities - Systems that don't talk to each other My Approach (for assessments and projects) 1. Listen & assess your current state 2. Identify the top 3 bottlenecks costing you time/money 3. Design systems that fix the root cause 4. Implement alongside your team 5. Document everything so improvements stick Available for: → Project-based optimization (4-12 weeks) → Fractional operations consulting (10-20 hours/week) → Operations audits & roadmaps → Process documentation projects → Team training & capability building Let's connect to discuss how I can help streamline your operations and improve your customer experience.

Highly skilled AS9100/ISO9001 lead auditor and quality management professional. Conducted comprehensive quality audits in the government services and aviation sector, adept at identifying critical non-conformances, facilitating corrective action plans, and maintaining an AS9100D / ISO9001:2015 certificate of registration. Focused on promoting a culture of customer satisfaction and continual improvement. Engaged operations, department stakeholders and executive leadership teams to deploy and maintain an effective Quality Management System (QMS). Utilized Lean Six Sigma techniques facilitating process mapping sessions to define business requirements, operating processes, procedures, instructions and training documentation to ensure delivery of efficient, consistent, reliable products and services. Served as the business owner, performing system administrative functions, of the Companies enterprise Document Management System, Corrective Action Preventive Action System, as well Customer and internal Company Web sites. Recognized as a team player willing to do what it takes to get the job done.

Specialties: CS Ops • Sales Ops • CRM • Commissions • SOPs • Dashboards • Automation • Cross-functional execution 🧩 Skills & Services Here’s what I can confidently help you with: ✅ Sales Operations (60–90 day sprints) CRM cleanup + pipeline structure Commission tracking setup/audit Weekly reporting + dashboards ✅ Customer Support / CS Operations Ticket workflows, SLAs, macros/templates Escalations + QA checks Reducing repeat tickets with better processes ✅ Business Operations SOPs, checklists, documentation Cross-functional workflow design Admin support when needed (inbox/calendar/files) ✅ Tools HubSpot | Salesforce | Zoho | Airtable | Excel | Google Sheets | Asana | ClickUp | Zapier | Slack | Helpdesk tools I understand how valuable time and trust are in a remote partnership. That’s why I focus on three key principles: 1️⃣ Accuracy – Every detail matters. Whether entering 10 records or 10,000, I double-check my work for consistency and completeness. 2️⃣ Communication – I keep clients updated, ask clarifying questions early, and make sure expectations are crystal clear. 3️⃣ Efficiency – I look for small process improvements that save time and money without sacrificing quality. What I do (most requested) ✅ Operations + Process Build SOPs/playbooks, checklists, and repeatable workflows Streamline handoffs between sales, support, ops, and leadership Identify bottlenecks and fix them with practical systems (not “theory”) ✅ Sales Ops (60–90 day specialist) CRM cleanup + structure (stages, fields, tagging, hygiene rules) Pipeline reporting + dashboards (what’s moving, what’s stuck, why) Commission structure setup/audit + clean tracking sheets Weekly sales ops reporting that leadership actually uses ✅ Customer Support / CS Ops Helpdesk workflows: tags, macros/templates, escalation paths, and QA checks Faster response + resolution through better routing and clear playbooks Customer communication templates that reduce repeat tickets and churn ✅ Data + Reporting Excel/Google Sheets reporting, validation, and automation-ready structure Clean, decision-friendly metrics (support SLAs, pipeline health, operational KPIs) ✅ Tools I work in Google Workspace, Microsoft Office, Excel/Sheets, HubSpot, Salesforce, Zoho, Airtable, Asana, ClickUp, Trello, Slack, Zapier, and most ticketing/helpdesk platforms. ✅ How I work Clear scope, clear deliverables: you’ll know exactly what I’m doing and why High accuracy: I’m detail-obsessed with data integrity and consistency Proactive communication: frequent updates, no surprises, calm execution Speed + structure: I move quickly, but I document everything so it sticks If you need someone this week to stabilize operations, clean up systems, and produce reliable reporting, send me a message with what’s broken and what “good” looks like—I’ll propose a simple plan and start executing.

I’ve increased operational capacity by 2x without scaling headcount by building systems that allow teams to execute more efficiently across functions and time zones. I’ve operated globally across US and international teams, managing cross-functional execution in high-growth environments. I’m Top Rated Plus on Upwork with a 100% job success score. WHAT I DO I build operational systems that turn strategy into structured, accountable execution. This includes: Designing workflows inside CRMs and project management tools Translating high-level direction into clear, trackable execution Creating visibility into capacity, blockers, and performance Aligning leadership, sales, and delivery teams around priorities Stabilizing execution across cross-functional and distributed teams RECENT IMPACT - Reduced lead research workload from ~100 hours/week to a single 40-hour role, replacing 2–3 full- time research functions through system design and AI-supported workflows - Maintained full pipeline output (100 qualified leads/week) after team reduction, eliminating the need to rehire while sustaining aggressive sales targets - Built CRM and pipeline infrastructure from zero visibility to real-time tracking, enabling faster, data-driven decisions across hiring, sales, and operations - Protected and extended high-value client relationships, including a $180K+ engagement, by improving delivery structure, communication clarity, and stakeholder alignment - Expanded project management capacity beyond 5–6 concurrent projects without additional hires by implementing structured tracking and decision systems - Reduced cross-functional coordination overhead by replacing manual follow-ups with structured workflows and clear ownership TOOLKIT ClickUp, Pipedrive, Trello, CRM systems, Microsoft Suite (Teams, Planner, Excel), Canva AI-supported workflows for research, documentation, and operational efficiency HOW I WORK I’m not a task manager. I build systems and structures that allow work to move without constant oversight. If something is unclear, I clarify it. If something is stuck, I move it forward. If a system isn’t working, I fix it so the team isn’t fighting it every day. WHERE I ADD VALUE Clients typically bring me in when: - Execution is inconsistent or reactive - Ownership is unclear across teams - Leadership is pulled into day-to-day operations - Systems exist but aren’t being used effectively - Growth is starting to expose operational gaps ABOUT ME Air Force veteran (helicopter mechanic), which shaped how I approach systems, precision, and accountability under pressure 7+ years building operational systems and improving execution across teams 5+ years working cross-functionally with leadership, sales, and delivery teams Experienced working across US and international teams in fast-moving environments I enjoy solving messy operational problems and building systems that actually hold under real working conditions CLOSING If you need someone who can step in, create structure, and keep execution moving without constant oversight, I’m happy to connect.

I help founders and executives stay out of the weeds. That usually means taking daily decisions off their plate, building systems so things don't rely on memory, and making sure follow-through actually happens without constant check-ins. My background is split between executive support and operations: calendar and inbox management, project coordination, workflow design, SOP creation, and keeping teams organized across multiple moving pieces. I've worked with founders who needed someone to run their day, and with small teams that needed their processes cleaned up and documented so things could actually scale. I work inside ClickUp, Google Workspace, HubSpot, Notion, Slack, and a few others. I pick up new tools fast. Top-rated on Upwork with 100% job success. If you need someone reliable who can handle both the day-to-day support and the bigger operational picture. Let's talk.