In this role, I served as a project consultant supporting both operational and technical initiatives for a U.S.-based organization specializing in unclaimed asset recovery. My work sat at the intersection of CRM systems, internal operations, and web-enabled processes, ensuring that service delivery was efficient, compliant, and client-focused. I worked closely with leadership and cross-functional teams to streamline workflows and improve visibility across operations. The role required a balance of strategic oversight and hands-on execution.

• Led project execution and day-to-day operations for a service-focused organization handling U.S.-based engagements.

• Designed, implemented, and optimized CRM workflows, client onboarding processes, and internal reporting systems.

• Coordinated cross-functional teams to ensure regulatory compliance, operational efficiency, and high client satisfaction.

• Supported web-related initiatives and system enhancements aligned with service delivery and business objectives.

Web Development & Project Lead

John Madden & Associates | Feb 2023 – Oct 2024 

I held a blended leadership role combining hands-on web development with project coordination responsibilities. I worked closely with clients and internal stakeholders to plan, build, and deliver web solutions that met both business and technical requirements. This role evolved naturally from development into project leadership, requiring strong communication, structure, and delivery discipline. My focus was on producing reliable, accessible, and high-performing websites.

• Led and coordinated web development projects from planning through deployment.

• Built and maintained dynamic websites using Wix, HTML5, CSS3, and JavaScript, with working knowledge of Python and SQL.

• Managed project timelines, task allocation, and delivery milestones across multiple initiatives.

• Collaborated with stakeholders to translate business requirements into functional, accessible, and user-friendly web solutions.

• Ensured website performance, usability, and accessibility standards were consistently met.

CRM & Digital Engagement Specialist

Tolman Health | Nov 2021 – Sep 2022

This role focused on strengthening customer engagement through effective CRM management and digital communication strategies. I supported marketing and client-facing teams by designing automated workflows and ensuring data accuracy across CRM platforms. The position required both technical CRM expertise and strong communication skills to support retention and engagement goals. My work directly contributed to improving the customer experience and operational efficiency.

• Managed CRM platforms (Kartra, Infusionsoft) supporting digital marketing and client engagement initiatives.

• Designed and executed automated email reminders, campaigns, and online events to improve engagement and conversions.

• Maintained CRM data accuracy and applied reporting and visualization to support decision-making.

• Served as a key contact for client communication, feedback collection, and retention initiatives.

• Introduced workflow improvements aligned with business growth and customer experience goals.

Senior Team Leader – Workforce Planning & Analytics

Outsourced Doers | Sep 2019 – Aug 2021

This combined role allowed me to contribute both technically and academically within a university setting. I supported institutional improvement through systems analysis while also taking on teaching and program coordination responsibilities. My work involved close collaboration with academic and administrative stakeholders to improve processes, systems, and learning outcomes. The role required strong analytical thinking, communication, and organizational skills.

• Conducted systems analysis and process reviews across academic and administrative departments.

• Identified operational bottlenecks and proposed system improvements to enhance efficiency.

• Taught Information Systems, Database Design, Web Development, Computer Security, and Business Processes.

• Developed curricula, coordinated IT programs, and supervised faculty delivery.

• Mentored students and supported institutional improvements in systems and academic delivery.

Web Content & SEO Specialist

FiveFour | Aug 2016 – Apr 2018

In this role, I focused on building and maintaining a strong online presence through content and SEO best practices. I worked closely with marketing and design teams to ensure content aligned with brand strategy and audience intent. The position required a balance of creativity, technical SEO knowledge, and editorial discipline. My contributions supported visibility, consistency, and engagement across digital channels.

• Created SEO-optimized content aligned with brand strategy and audience intent.

• Conducted keyword research and implemented on-page optimization techniques.

• Produced articles and edited video presentations for web publication.

• Collaborated with marketing and design teams to ensure content quality and consistency.

Creative Designer & Web Specialist (Freelance / Project-Based)

Various Clients | Apr 2010 – Dec 2017

This period represents my early professional foundation, working on a freelance and project-based basis with various clients. I delivered creative and technical solutions across web design, graphics, and digital marketing assets. The role required adaptability, client communication, and independent project management. It helped establish my long-term strengths in design, web technologies, and client service.

• Delivered graphic design and web solutions across multiple industries.

• Designed websites, digital creatives, and email marketing assets.

• Used Figma, Canva and other similar platforms for visual production.

• Provided web and IT support to ensure optimal functionality and engagement.

Content & Email Marketing Specialist 

Callbox Inc. | Mar 2010 – May 2016