Dynamic and detail-oriented implementation and operations professional with experience coordinating system implementations, large-scale data processing, workflow optimization, client onboarding, and operational projects. Skilled at translating complex processes into structured protocols, identifying inefficiencies, and developing practical solutions using Microsoft Excel, PowerShell, Power Automate, SmartAdvocate, Smartsheet, and other business systems.
Experienced in managing high-volume data operations, auditing workflows, coordinating firm transitions, configuring case management systems, and developing automation to reduce repetitive manual work. Known for quickly learning unfamiliar systems, troubleshooting operational issues, documenting processes, and creating scalable solutions that improve accuracy and efficiency.
Core Competencies
Implementation & Operations
- Implementation Coordination
- Client/Firm Onboarding & Offboarding
- Project Coordination
- Process Optimization
- Workflow Auditing
- Data Migration & Bulk Data Processing
- Documentation & Protocol Development
- Deadline & Timeline Management
- Quality Assurance & Data Validation
Systems & Automation
- SmartAdvocate Administration
- Microsoft Excel & VBA
- Power Automate
- PowerShell
- Microsoft Teams
- Microsoft Shifts
- Smartsheet
- Five9
- SQL
- CRM & Case Management Systems
Data & Technical Operations
- Data Cleanup & Normalization
- File Management
- Mass File Processing
- Data Imports & Exports
- Database Maintenance
- System Configuration
- Workflow Troubleshooting
- User & Access Administration
- Reporting & Metrics
Administrative & Client Operations
- Client Communication
- Scheduling
- Case Management
- Documentation
- Invoicing & Expense Tracking
- Quality Control
- Training & Knowledge Transfer
- Cross-Functional Collaboration
TECHNICAL TOOLKIT
Data & Automation:
Microsoft Excel · Excel VBA · PowerShell · Power Automate · SQL
Business & Collaboration:
Microsoft Word · Outlook · Teams · Microsoft Shifts · Smartsheet · Microsoft Publisher
Case & Operations:
SmartAdvocate · Five9 · Storis · Voxer · CRM Systems · Case Management Systems
Technical Capabilities:
Data Import/Export · Data Cleanup · File Management · Workflow Automation · System Configuration · Quality Assurance · Database Maintenance · Process Documentation · Troubleshooting
CAREER HIGHLIGHTS
- Progressed from client engagement and real-time operations into increasingly technical implementation and systems responsibilities.
- Developed automation and data-processing solutions using Power Automate, PowerShell, Excel/VBA, and other technical tools.
- Created operational protocols and documentation for complex projects and recurring business processes.
- Supported large-scale data operations involving case information, medical records, contact information, UDFs, providers, and file systems.
- Coordinated implementation, onboarding, offboarding, testing, auditing, and workflow optimization activities.
- Recognized for resilience and consistent performance in operational environments.