I help growing businesses improve revenue flow, strengthen client relationships, and streamline operations by managing the systems behind sales, clients, and internal processes.
With experience in client success, CRM and lead management, recruitment support, compliance, and business operations, I act as a reliable extension of your team—ensuring that leads are properly tracked, clients are supported, and operations run efficiently without bottlenecks or missed opportunities.
My focus is simple: keep your business organized, responsive, and scalable so you can focus on growth.
Experience: Less than 6 months
Manage client communication and follow-ups to improve retention and satisfaction Support onboarding processes for a smooth client experience Ensure timely responses to prevent missed opportunities and disengagement Maintain strong client relationships throughout the customer journey
Experience: Less than 6 months
Ensured 100% HIPAA compliance during high-volume provider recruitment and onboarding by strictly managing sensitive background data, licensure verification, and credentialing documents through AZOVA’s secure, encrypted platform.
Experience: Less than 6 months
Organize and update CRM systems (lead tracking, pipelines, client data) Monitor leads and ensure consistent follow-ups Support sales teams by keeping pipelines accurate and actionable Help improve conversion opportunities through structured tracking
Experience: Less than 6 months
Coordinate daily workflows and internal processes Support documentation, reporting, and task organization Improve efficiency through process structure and consistency Assist in SOP creation and process optimization
Experience: Less than 6 months
Manage documentation and data accuracy Support compliance-related record keeping Handle administrative tasks with attention to detail Ensure organized filing and reporting systems
“The more I stepped away from it, the more successful our Chanel became!”
- Jim Orr
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