Hire the Best Smartsheet Specialists in California

I believe that great work is rooted in empathy, collaboration, and a drive to make a difference. As a Project and Program Management professional, I specialize in streamlining workflows, optimizing processes, and bringing clarity to complex projects. My expertise in Smartsheet and spreadsheet creation allows me to develop intuitive systems that enhance efficiency and decision-making. Whether it’s managing projects, structuring data for better insights, or building customized Smartsheet solutions, my goal is always the same: to support people, solve problems, and create meaningful impact. Let’s work together to turn challenges into opportunities and bring structure to your success.

Hey there! I'm Alexis, and I’m excited to share my journey of making a career change. After spending nine years in a corporate setting, I've found the courage to pursue a new path that inspires me. For the past four years, I have worked in various marketing roles across several tech companies. In the last two years, I transitioned into the Quick Service Restaurant (QSR) industry, where I gained insights into third-party applications and websites for QSR, as well as quality assurance for digital platforms. Throughout my professional career, I have developed skills in project coordination and have worked cross-functionally with global teams. Additionally, I have provided administrative and logistical support for marketing and recruiting initiatives. As I embark on this new transition, I am eager to explore new opportunities and challenges that align with my passions. Below, you can find areas where I excel, but I am always open to trying new things and am confident that I can be of great service to you! What I can help with: • Project & campaign coordination • Content QA (menus, marketing assets, brand consistency) • Cross-team collaboration (marketing, vendors, ops) • Event coordination & support • Administrative support • Sourcing & recruitment If you need someone organized, detail-oriented, and easy to work with, I’m here to help bring everything together. Additionally, I have a passion for fashion and hospitality, and I would thrive in an environment where I can utilize my creative skills and eye for design!

Certified by Smartsheet as both a Core Product and Product Solution specialist, and as a Workflow Automagician (top 5% of workflow users), I go for the amazed smiles when people realize how much easier things are when using a creative Smartsheet solution. Having worked with this tool since 2011, and leveraged its capabilities on dozens of automated processes, I've become proficient at finding friction-free ways to "Get Sheet Done." My career has spanned 11 years in business ownership, 12 years in government service, and 25 years in higher education—executive, analyst and director roles—enabling insightful perspective as I ferret out opportunities for process enhancement. My motto has always been: Let's find a way. I once did a presentation at a national conference titled "Making Smartsheet Sing." I've told my wife and friends that I find innovating in Smartsheet almost as thrilling as riding my Harley. See my bio, linked at Employment History below, for more about bringing good things to tasks that match my strengths. The Solutions tab at westmont.edu/smartsheet gives you a sense of the ways I’ve added value via Smartsheet. See more about me and Smartsheet at cleversheet dot tech.

I believe we're more than the work we deliver-it's about the impact we create through great work. With a deep passion for project management, I thrive on driving value, efficiency, and scalability, optimizing resources to turn vision into reality, especially alongside teams who prioritize people and purpose.

If you’re a founder, investor, executive, or UHNW principal managing multiple priorities, you don’t need another assistant—you need someone who can create structure, drive execution, and bring operational clarity to complex environments. That’s where I come in. I serve as a Fractional Chief of Staff and Executive Operations Consultant, partnering with leaders who need an experienced operator they can trust to own execution, solve operational problems, and keep critical initiatives moving forward with minimal oversight. My specialty is turning operational complexity into clear systems, accountable execution, and measurable progress. Whether I’m optimizing business operations, implementing new systems, managing strategic initiatives, coordinating multiple entities, or overseeing executive and personal operations, my focus is always the same: creating order where others see complexity. I don’t simply complete tasks—I build the operational infrastructure that allows leaders to focus on growth, decisions, and strategy while knowing execution is handled. ⸻ What I Do • Build scalable operating systems, workflows, reporting, and operational cadence • Lead strategic initiatives from planning through execution • Optimize business processes, financial operations, and cross-functional collaboration • Implement and improve CRM, project management, and operational software • Translate meetings into clear priorities, accountability, and follow-through • Manage complex executive and personal operations, including multiple businesses, properties, vendors, travel, and high-value assets • Create executive dashboards, decision-ready reporting, and operational visibility ⸻ Where I Add the Most Value I work best with: • Founders scaling rapidly who need operational leverage • CEOs and executives balancing multiple companies or priorities • UHNW principals and family offices requiring trusted operational leadership • Businesses that have outgrown informal processes and need scalable systems • Organizations where execution has become dependent on the founder Clients typically engage me when operations have become reactive, priorities compete for attention, and the business needs experienced leadership to restore clarity, accountability, and momentum. ⸻ Selected Impact • Accelerated $1M+ in receivables by redesigning contract-to-cash operations • Maintained approximately 36-day DSO throughout COVID while operating under private equity ownership • Reported directly to executive leadership and Board members in high-growth environments • Led post-acquisition operational integration, systems implementation, and process improvement initiatives • Managed complex executive operations across multiple homes, private aviation, vendors, financial administration, and business interests for an UHNW principal ⸻ How I Work My clients hire me because I think like an operator—not a task manager. I quickly assess operational gaps, establish structure, execute independently, and continuously improve systems as businesses evolve. I ask thoughtful questions, anticipate problems before they become emergencies, and create processes that continue delivering value long after implementation. The result is greater clarity, stronger accountability, better execution, and more capacity for leaders to focus on the highest-value parts of their business. ⸻ Technology NetSuite • Salesforce • Microsoft 365 • Smartsheet • Workday • ADP • Expensify • Concur • AI (ChatGPT, Claude, Copilot) ⸻ Engagements I offer: • Fractional Chief of Staff partnerships • Executive Operations Consulting • Strategic operational buildouts and systems implementation • Executive and UHNW operational management Long-term partnerships may be structured with weekly minimum hour requirements to ensure continuity, dedicated availability, and meaningful operational progress. Fixed-fee projects are available for clearly defined initiatives with established scope, deliverables, and timelines. I do not provide intermittent, on-demand virtual assistant support or ad hoc administrative task execution. My clients engage me to own outcomes, build systems, and deliver lasting operational improvements.

When everything lives in one person's head, that person becomes the system. ⚡ Every question comes to them. Every dropped ball lands on them. Every vacation is a risk. 🌴 I help swamped founders and small teams get out of that mode by building simple, reliable Notion systems. One place where information lives, tasks have owners, and nothing falls through the cracks. 🛠️ What I've built For a portfolio case study modeled on a real studio brief, I designed a Notion workspace where the owner has full financial visibility: billing, payments, what's outstanding, while the team sees a clean project view with none of that exposed. For four years I managed two vacation rental properties remotely, coordinating five platforms into a single operation. Guests repeatedly called the check-in process "seamless" and said they didn't need to contact me because everything was already answered. That's the standard I build to. Two clients from entirely different contexts, a $5 task and a former Apple and Netflix executive, independently described my work as "above and beyond" without prompting. I bring the same attention to both. 🧠 Why my background matters My degree is in philosophy, not computer science, which means I'm trained to see patterns, question assumptions, and turn chaos into clear, logical structures. I think in systems and stories simultaneously. I look for the story your business intends to tell, find where your customers' actual experience diverges from it, and build the systems that close the gap. I tend to be the person people come to when they're stuck and don't know what to reach for. At a multilingual research firm, I was the one colleagues and managers came to when something wasn't working. Not because it was my job title, but because the answer was reliably there. The thread across all of it: I don't just catch what's wrong on the surface. I catch what's actually happening underneath. 🧰 My toolkit Notion, Google Workspace, Calendly, templates, and light automation only where it genuinely saves time. Intentionally low-code: your team shouldn't need a developer to update a workflow or find a file. 👇 Let's talk if: - Your current "system" is memory plus Slack messages - You've tried to get organized before and watched it fall apart - You want someone who explains their decisions clearly and builds for the person who comes after them Tell me what's currently living in your head that you'd like to be free of. I'll tell you if it's something I can systematize, or point you elsewhere if it's not.