Hello! Welcome to my portfolio site.
My Purpose
Helping organizations turn systems, data, and AI into practical solutions that improve how sales teams operate and perform.
I focus on bridging business needs with technology, supporting tool adoption, improving operational workflows, and continuously strengthening my analytical and AI capabilities to deliver greater impact.
Key Impact Highlights
Examples of how I’ve supported operational performance, system adoption, and business efficiency through technology and process improvement.
Supported AI Tool Adoption and Change Management in Sales Operations
Helped drive user adoption and operational efficiency by supporting the rollout of AI tools within existing operations and sales workflows, reinforcing change management efforts, and helping align new technology with real-world user needs. I worked alongside our sales reps and key-stakeholders to roll out new AI tools, helping people understand how to use them and making sure the technology solved real problems, not just the theoretical ones.
For example, Velocity AI within Salesforce enabled reps to quickly access consolidated customer insights, including in-house business profile data, web-based information, customer reviews, and industry context, all in one place. It also allowed reps to run mock customer Q&A and pushback scenarios, helping them anticipate objections and refine their approach before engaging. This made it easier to prepare for line addition conversations, identify relevant opportunities, and avoid hours of manual research. By streamlining this process, reps were better prepared, more strategic in their outreach, and able to engage customers with greater confidence and relevance.
Improved Workflow Efficiency Through System Support and Issue Resolution
Strengthened operational efficiency by supporting system initiatives, stake-holder management, resolving user-impacting issues, and helping ensure tools and processes functioned reliably within real-world sales environments.
For example, acted as a point of contact and SME between indirect channel field reps and internal stakeholders to resolve system, credit, porting, and other operational issues that were creating barriers to deal closure and impacting the customer experience. In addition to addressing individual escalations, I facilitated discussions to identify root causes of recurring pain points and worked with stakeholders to implement permanent solutions, enhanced escalation paths that reduced friction caused by internal processes and bureaucratic constraints.
Enhanced Data Visibility to Support Operational Decision-Making
Leveraged reporting tools and structured analysis to improve visibility into key operational metrics, including performance trends, tool utilization, promotional and discount activity, and budget utilization. These insights helped support day-to-day operational decisions, reinforce adherence to budget guidelines, and provide leadership with clearer understanding of performance and financial alignment.
One example is when a $5M/year equipment discount budget designed to accelerate deal closure for high-risk or hesitant customers was being overutilized due to inconsistent tracking and limited accountability, I established a more structured tracking process and brought key stakeholders into regular review discussions. In response to leadership’s need to evaluate the profitability and effectiveness of these programs after years of investment, I implemented a structured tracking process to provide clear visibility into performance within the indirect business channel. This analysis helped identify which discount programs should be consolidated or eliminated and clarified complex eligibility rules tied to product mix and transaction type, such as new lines, upgrades, and ports. By bringing structure and transparency to these requirements, I enabled leadership to make more informed decisions on program design while helping reduce confusion among sales reps and improve overall program effectiveness. This improved oversight helped shift usage toward appropriate, high-impact deals, resulting in a 15% improvement that kept spend below the allocated budget and allowed surplus funds to roll into the next quarter, instead of consistently exceeding limits.
Another example is when a new function within the B360 point-of-sale system launched to the indirect business channel to automate bot-driven service transactions and reduce offline team submission requests, reporting revealed low initial utilization. This insight prompted a targeted re-education effort for field reps on when and how to use the tool, enabling faster resolution of eligible discount and feature code additions or removals. Improving adoption helped reduce unnecessary offline submissions, allowing the offline team to focus on higher-value requests that truly required manual support.
Core Skills & Tools
Sales Operations Strategy Enablement
Process Improvement
Business & Sales Data Analysis
Cross-Functional Leadership
Financial Controls & Compliance
Technology Rollouts & Implementation
Change Management & Adoption
Revenue Protection & Pipeline Optimization
Operational Workflow Design
Risk Mitigation, Compliance Controls
AI Tools (ChatGPT, NotebookLM)
Power BI (Currently Developing)
Python (Currently Developing)
Featured Capstone Project
Analyzing and Visualizing Data with Power BI
This Capstone project focused on analyzing business data using Power BI and developing interactive dashboards to visualize performance trends and key metrics. Through this process, I gained hands-on experience with data modeling, visualization design, and translating raw data into meaningful insights.
This project reflects my continued effort to strengthen my analytical capabilities and apply modern data tools to real-world business scenarios.
Capstone Project Overview
Featured Work
These projects reflect my continued development in analytics, dashboard design, and applying AI and technology to support operational understanding and decision-making.
Power BI Capstone Project
Analyzing and Visualizing Data to Support Decision-Making
This Capstone project from the Verizon edX upskilling course focused on transforming complex, real-world data into an interactive dashboard designed to answer key performance and trend-based questions. Rather than simply displaying metrics, the dashboard was built to help users understand whether trends were improving or declining, where attention should be focused, and what patterns could influence future decisions.
The dashboard provides visibility into total case trends, daily volatility, and growth rate changes, while allowing users to interactively filter by country and time period. This project strengthened my ability to structure data models, design intuitive visualizations, and present information in a way that supports operational awareness and informed decision-making.
AI-Assisted Workflow Optimization
Exploring How AI Can Support Operational Understanding
This project explored how AI tools like ChatGPT can assist with workflow analysis, problem structuring, and translating operational needs into clear, actionable outputs. The focus was on understanding how AI can complement human decision-making by helping organize information, identify patterns, and improve clarity in operational scenarios.
Through this work, I developed a stronger understanding of how AI can be applied practically - not as a replacement for operational expertise, but as a tool that supports analysis, improves efficiency, and enhances the ability to communicate insights effectively.
Dashboard Development and Data Visualization Practice
Building the Ability to Turn Data Into Operational Insight
This ongoing work focuses on strengthening my ability to analyze business-style datasets and develop dashboards that provide meaningful insight rather than simply presenting numbers. The emphasis is on designing reports that help users understand performance trends, identify patterns, and interpret data in a practical business context.
This work continues to reinforce the importance of clear visualization, thoughtful data structure, and focusing analytics on answering real operational questions.
AI-Assisted Micro-Learning Program for Analytics and Operations Tools
Designing a Structured Learning System Using AI
Developed a structured micro-learning program using AI to accelerate my development in Excel, Power BI, Python, and SQL through focused 15-minute lessons designed for practical, real-world application. The goal was to build deeper capability in analytics and operational tools while maintaining consistency and long-term retention.
Using AI as a learning partner, I created guided exercises, applied concepts immediately, and reinforced learning through repetition and real-world scenarios. This approach allowed me to break complex topics into manageable sessions while continuously building skills aligned with operational analysis, reporting, and data-driven decision-making.
This project reflects my proactive approach to skill development and my focus on using technology intentionally to support continuous growth and operational effectiveness.
Let’s Connect
I’m always open to connecting with professionals in sales operations, business operations, and AI-enabled roles, as well as learning from others working at the intersection of business and technology.
