Director of Innovation & Process Improvement · May 2019 — Mar 2024
- Owned the organization-wide business application portfolio outside Accounting's stack and managed an estimated $150K–$200K in annual SaaS spend for a 150-to-250-person remote-first organization.
- Led Salesforce administration for hundreds of users; later managed two Salesforce administrators as direct reports, with responsibility for data quality, dashboards, training, and optimization.
- Led process improvement across HR, IT, Accounting, Research Operations, Research, and Sales, translating business needs into standardized workflows for onboarding, client compliance, digital signatures, project kickoffs, and team communication.
- Introduced and supported core collaboration and operations platforms, and designed the Zoom Sessions Generator across Airtable, Google Sheets, Slack, Zapier, and Zoom to improve consistency and reduce repeated setup work.