Business and technology expertise across the whole business

I help define and configure CRM processes around how customers move from first interest through sales, onboarding, ongoing use, and retention. My work includes lifecycle stages, pipelines, workflows, ownership, and reporting so customer information supports action across teams. HubSpot is one of my strongest hands-on platforms.

I help turn product value, underlying costs, and customer behavior into practical pricing and billing models. I work through subscription tiers, feature packaging, usage or credit models, one-time charges, recurring billing, and the operational rules behind them. I configure Stripe and define requirements for payment failures, cancellations, reactivations, and related product access.

I help turn an idea or business problem into a clear product direction. I work through user needs, competitive gaps, priorities, MVP scope, workflows, business logic, and acceptance criteria. I use tools such as Figma and Jira to clarify the intended experience and document requirements that product and development teams can implement and test.

I examine how work moves through the business, where it slows down, and where responsibilities are unclear. I map current and future workflows, simplify handoffs, identify useful automation, and establish ownership. I connect process changes to the people, systems, and information needed to make them work day to day.

I define what systems need to exchange, which source owns the information, how fields map, when updates occur, and how exceptions should be handled. I document integration, data, and API requirements and validate implemented behavior against the business need. I do not code custom APIs or database integrations. A developer builds those connections; I provide requirements, clarify business logic, and help test the result.

I organize work into clear priorities, requirements, owners, dependencies, and next steps. I use Jira and Monday.com to support planning, issue tracking, delivery coordination, and visibility across teams. I help connect business stakeholders with development, resolve ambiguity, and coordinate testing and launch readiness.

I help create support processes with clear intake, priorities, ownership, escalation, and resolution. I connect customer issues with product and operational follow-up so recurring problems become visible. My experience includes customer communication workflows and calling platforms such as Aircall and RingCentral.

I help determine what the business needs to measure, where the information comes from, and how to make it useful. I build analyses and reporting in Excel and business platforms, clarify metric definitions, and connect operational activity with customer, revenue, and product performance so teams can make better decisions.

I help define how partner and affiliate programs operate, from signup and onboarding to tracking, revenue share, royalties, and ongoing visibility. My Everflow experience includes platform setup, affiliate dashboards, signup processes, and access to documents and marketing materials so the program has a practical operating structure.

I use product engagement information to understand how people use a product, where they struggle, and where onboarding or communication needs attention. My Pendo experience supports connecting usage insights with product decisions and customer engagement so teams can focus on adoption and the customer experience.

I use AI to accelerate research, organize information, explore options, refine requirements, and make complex material easier to understand. I review the output, check assumptions, and apply my own business judgment. AI supports my analysis and execution; I remain responsible for the recommendations I make.

I help people understand the systems, workflows, and decisions they will own. I create practical documentation, walkthroughs, and training that explain how the process works, why it works that way, and what to do when something goes wrong. I make knowledge transfer part of implementation.

I connect perspectives across leadership, sales, product, development, finance, support, and operations. I identify root causes, competing priorities, dependencies, and missing pieces, then help define a workable decision and execution path. When a project needs expertise outside my scope, I clarify that need and help identify the right type of resource.