partnerships & growth initiatives Thru Collaboration

Led the strategic transformation of OnTheClock from a basic time-tracking tool into a comprehensive workforce management solution by integrating third-party payroll services.

My role

Led the entire project with 8 teams from vetting vendors, creating a break even analysis, surveying customers to ensure fit, and resource planning to setting sales goals.

Outcomes

• Increased product value

• Streamlined customer workflows

• Significantly boosted retention rates

• Grow the customer base

• Doubled MRR for adopters

Led the implementation of AI tools across all departments to reduce manual workload, uncover insights faster, and drive smarter decisions. 

My role

Developed a company-wide policy for AI usage and later deployed a chatbot to assist after hours, utilized AI to audit customer service cases, analyze Voice of Customer (VoC) data at scale, surveys like NPS, to analyze sales calls and to enhance marketing personalization increasing speed, consistency, and speed to decision.
 

Outcomes

• Reduced manual case review time by 70%

• Identified key customer pain points 5x+ faster
• Increased marketing content output by 200%

• Freed up team capacity for higher-value work

• Enhanced cross-department collaboration with centralized insights

Led multiple comprehensive technology modernization projects that integrated AI-driven automation, PowerBI dashboards, a Salesforce CRM transition & rollout, project management software implementation and in earlier experience, an ERP overhaul.

My role

Vetted the options, negotiated costs, worked with implementation consultants, assisted in training teams and rollout.

Outcomes

• Streamlined workflows

• Improved data accuracy

• Enhanced collaboration across sales, operations, marketing, finance & more

• Reduced need for new hires using AI for audits & in customer experience

• Ensured security & scalability by moving from home grown system to Salesforce CRM 

Built a thriving Excel education brand from scratch, growing a loyal community of over 500,000 followers.

My role

Curious mindset let to learning how to assemble an e-commerce site, utilize social media to gain and convert customers  through engaging tutorials, SEO-optimized content, and monetized digital products. 

Outcomes

Earned Microsoft MVP recognition, turning passion into influence that I can reproduce for other companies to gain brand awareness and customers.

Drove a comprehensive company growth strategy that tripled revenue by aligning product development with scalable operational processes. Built cross-functional teams, introduced clear KPIs and project management discipline, and executed targeted product roadmaps that increased sales conversion and customer adoption, directly contributing to sustainable business expansion. 

Developed and deployed scalable sales enablement tools in multiple industries and bundling strategies to help sales reps navigate a complex product catalog effectively. 

My role

Between the roles, created promotions, designed new sales collateral to educate the reps and customers, designed a one-page sheet to streamline the communications coming from various departments into high impact actions, set sales goals, worked with team on maximizing demos, revamped cross departmental meeting agendas to focus on sales-led actions.

Outcomes

• Boosted average order values by 10%

• Increased cross-selling opportunities

• Improved demo closure rate by 9% 

• Equipped the team with actionable insights 

• Positioned reps as industry authority

• Consistency in revenue among selling days 

• Boosted sales conversion from 8% to 20%

Created a robust, cross-functional product launch framework that aligned pricing, inventory forecasting, and sales training for timely generic drug, consumer goods, and feature launches.

My role

Designed a work backwards launch calendar in several industries, allowing transparency, awareness & accountability. Developed Sales collateral between one-sheets, line sheets, online videos, social content and more. Developed tracking tool to measure performance at key points to better predict future pricing and outcomes for budgeting.

Outcomes

• Accelerated go-to-market speed

• Improved internal coordination

• Maximized adoption rate

• Provided competitive advantage 

• Set up prebooking where applicable

• Provided sales and ecommerce necessary information to successfully sell launches

Built and scaled high-performing internal teams across marketing, sales, customer success, and operations by implementing a repeatable, structured approach to hiring, onboarding, and team development. 

My role

Strengthened organizational culture ensuring alignment with CEO vision through feedback systems like eNPS, KPIs, and team-building programs. Developed role clarity through job descriptions and performance expectations. Designed hiring questionnaires and assessments to align talent and standardized onboarding.
 

Outcomes

• Increased internal promotions and cross-functional collaboration

• Earned the company recognition as a Top 100 Best Place to Work (#62 and #71)

• Strengthened talent pipeline and reduced voluntary turnover to near 0.

• Elevated team engagement and individual ownership of business outcomes

Established a continuous customer feedback system across product, marketing, and support teams by leveraging Voice of the Customer (VoC) data. 

My role

Rolled up sleeves in projects such as 1,000 customer calls to find out why a customer chooses you or doesn't choose you. Set processes for everyone in the company to interact with customers periodically. Used AI to assist in summarizing the key takeaways and then improved the product.

Outcomes

• This integration informed product development priorities

• Optimized marketing strategies

• Enhanced customer success programs, resulting in higher adoption, satisfaction, and retention rates. 

• At times system changes were made immediately as a result of the data found.

Led a comprehensive cost analysis and operational shift to move manufacturing overseas, achieving a 40% reduction in labor and material costs. 

Outcome

• This initiative strengthened pricing competitiveness, improved margins, and supported scalable product growth. 

Spearheaded the implementation of PowerBI dashboards and Excel-based analytics tools across departments to provide real-time insights on sales performance, promotional ROI, and operational KPIs. 

Outcome

• This shift to data-driven decision-making enhanced transparency, improved forecasting accuracy, and increased responsiveness to market changes. 

Implemented a company-wide goal-setting and tracking framework, combined with real-time dashboards and executive reviews, which improved project completion rates from 50% to 99%. 

Outcome

•This transformation increased accountability, reduced delays, and ensured strategic initiatives met deadlines, fueling overall business agility and success. 

Built a scalable and transparent scoring model to prioritize over 1,000 feature requests from customers. 

My role

Created a scoring method and process to funnel, prioritize and taken action on all feature requests from customers.

Outcome

• Teams focused on high-impact work

• Streamlined release planning

• Product roadmaps aligned with customer needs and business goals

• Customers could get updates on which items were moving forward

Designed and implemented a competitive intelligence process that captured pricing data, customer requests, and market trends across a 3,000+ and a 6,000+ SKU portfolio. 

My role

Designed an easy-to-use Microsoft Form to collect data needed for cross departmental sourcing and pricing work. Functioned as a database of new item requests, pricing issues and market intel.

Outcome

• Enabled timely, data-driven decisions on pricing and product bundling

• Improved market positioning and profit margins

• Provided data useful in negotiations

•  Assisted ensuring promotional activity was profitable

•  Gave reps a place to submit market info to be shared with entire team and in turn with all customers

Consolidated fragmented customer support channels into a unified knowledge base and hired and developed a dedicated Customer Success department. 

My role

Created 6 customer personas through 60+ customer interviews, developed training materials for both employees and the customer, formalized onboarding process, designed metrics, launched webinars, a marketplace for payroll professionals, hired a director to lead and more.

Outcome

• Increased conversion

• Elevated customer support to a 5-star rating

• Increased adoption rates

• Significantly reduced churn