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Work Background
Indelible LLCCOO - Strategic Productivity Partner
May. 2024Lake County, California, United StatesI’ve provided support to over 200 productivity clients and successfully managed more than 125 projects. After transitioning to remote work 11 years ago, I’ve drawn on my experiences as a Strategic Productivity Partner, project manager, and now COO at Indelible—combining strategic planning, resource management, and hands-on execution to transform complexity into scalable, results-driven workflows. How I Help take businesses and individuals with their productivity habits, processes, systems, mindset and automations: Productivity Partnerships for Individuals From daily task tracking and habit formation to scheduling and accountability, I empower entrepreneurs, consultants, and busy professionals to take control of their time, enhance focus, and avoid burnout. Project Management & Team Enablement By customizing dashboards and workflows (e.g., Monday.com, Asana, Wrike, Odoo), I create automated processes, clear timelines, and transparent communication channels—so teams can align on priorities and deliverables with ease. Strategic Operations & Planning As COO, I oversee staff planning, budgeting, and resource allocation. My goal is to ensure that both tactical execution and long-term strategy are seamlessly integrated to keep projects on track and within budget.
Reveald, IncBusiness Analyst
Aug. 2022 - Jul. 2023New York, New York, United StatesWHAT REVEALD DOES: Reveald provides a full suite of offensive and defensive managed cybersecurity services, so customers have continuous and proactive monitoring of risks and threats to their environment. Reveald is making Exposure Management a reality to solve the biggest challenges in cybersecurity with a trailblazing ‘offense to defense’ approach that gives the advantage back to the business. WHAT I DID AS A BUSINESS ANALYST: 🔹Streamlined SOC2 Certification: Led the project management for SOC2 certification, encompassing policy and documentation collection, scope definition, vendor coordination, and alert resolution during the audit. This strategic approach facilitated achieving SOC2 certification within an impressive timeframe of less than 6 months. 🔹Optimized Talent Management Processes: Responsible for the creation and implementation of automated processes and boards on Monday.com. This initiative bridged the Human Resources Department, Recruiters, and Hiring Managers, streamlining recruiting, interviewing, onboarding, and contractor hour tracking. 🔹Sales and CRM Integration: Collaborated with the Sales Department to integrate HubSpot with Monday.com. This integration resulted in the creation of dynamic reporting dashboards, enhancing sales tracking and analytics capabilities. 🔹Goal-Setting and Tracking Initiatives: Partnered with Human Resources to establish and maintain boards, automations, and processes on Monday.com for tracking Reveald’s EOS company wide goal prioritization program. This included the formulation of employee quarterly goals, facilitating manager review, and streamlining bonus approval processes. 🔹Enhanced Project Management Tools: Developed project plan templates tailored for Reveald's Service Lines, utilizing SmartSheets and Monday.com, thereby improving project tracking and execution efficiency.
Indelible LLCOperations Manager / Project Management Office Leader
Dec. 2020 - Jul. 2022WHAT INDELIBLE LLC DOES: Among many other services, we provide advanced cyber-threat consulting through; 1. Incident Response/Emergency Incident Response 2. Sophisticated Threat Hunting 3. Cloud Services, IR, all degrees of Monitoring (AWS, GCP, Azure) 4. Managed/Joint SOC services - and much more These services are currently at work protecting large healthcare organizations, financial institutions, manufacturing groups, and Federal defense interests. WHAT I DID AS THE OPERATIONS MANAGER: 🔹Oversee operational systems, processes to ensure our projects exceed expectations and that our Technicians have the resources needed. 🔹Recruit, hire and onboard staff and contractors. 🔹Oversee resource and access management for all projects. 🔹Create and update operational processes documentation and internal wiki page. 🔹Track, prioritize and identify resources for internal projects WHAT I DO AS THE PROJECT MANAGEMENT OFFICE LEADER: 🔹Manage current projects to ensure all milestones and deliverables are met. 🔹Track project hours, monitor and provide project updates on burndown status. 🔹Meet with clients and complete weekly project status reports.
Yoga WellOperations Manager
Jun. 2018 - Apr. 2019Oceanside, CAWHAT I DID: 🔹Yoga Well Institute provides practical yoga and meditation teachings and methods to help people develop and maintain a daily, personal practice. As the Operations Manager I was responsible for the day to day management of a dynamic International remote operations team. HOW I DID IT: ▪️I was responsible for coordinating operational support for overhauling organizational projects including transitioning our CRM system from Infusionsoft to Ontraport leading to improved service and communication provided to clients. THE RESULTS: ✔️One of my proudest accomplishments was building an operational workflow remote ticketing system distributing tasks using Asana and developing documentation for processes that were sustainable for projected growth and allowed for increased customer responsiveness. ✔️In order to provide a better learning experience for students I strategically set up a new online learning environment for students for our classes transitioning all existing content and courses to Teachable and creating templates for future classes to increase enrollment.
UpworkProfessionals Team Program Coordinator
Aug. 2016 - May. 2018Oceanside, CAWHAT I DID: 🔹As a Program Coordinator I worked with fortune 100 companies coordinating some very fascinating and cool freelance projects with freelancers from around the world. 🔹As a Program Coordinator I was accountable for end-to-end successful completion of client facing freelance projects effectively managing the scope of the project including; streamlining communications between freelancers and clients scheduling, status reports, budgets, invoices and resourcefully removes or resolves barriers. HOW I DID IT: ▪️I am adept at navigating the Upwork platform Sourcing, Interviewing and Onboarding freelancers for Enterprise Clients resulting in successful project completion THE RESULTS: ✔️I implemented and monitored the day to day work distribution of an International remote Shared Services Team of 15 Administrative Coordinators. Using Asana to create a templated process for Project Managers to assign admin tasks. The team of AC's completed over 1400 ad-hoc and template tasks a week for the Upwork Professionals team.
Strategic Productivity Partner LLCStrategic Productivity Partner | Serving Entrepreneurs & Business Owners
Jan. 2014 - May. 2024United States, OceansideWHAT IS AN SPP? ❓ Are you constantly juggling numerous projects, tasks, to-do lists, and feeling the need to regain control of your productivity while maintaining accountability? ❓ Do you seek to streamline your time, targets, and activities for more successful outcomes with quicker turnaround times? If you've answered 'Yes' to either of these questions, then you need a Strategic Productivity Partner – you need me in your corner! WHAT I DO: 🔹 I collaborate with Entrepreneurs, Consultants, and Business Owners to transform their stress and overwhelm into working smarter, not harder, resulting in increased earnings by taking control of their productivity processes, mindset, tools & automations! SERVICES I PROVIDE: As your PRODUCTIVITY PARTNER, I will: ✔️ Collaborate with you to create a customized process for planning, prioritizing, tracking, and completing your goals and deliverables. ✔️ Organize your existing organizational tools, apps, documents, and messaging tools into a personalized, organized productivity plan that you'll genuinely use daily. ✔️ Establish an accountability system to monitor progress and make necessary adjustments, ensuring all actions are completed with reduced stress. As your STRATEGIC PARTNER, I will: ✔️ Assist you in identifying processes, resources, and tools aligned with your interests and desired outcomes. ✔️ Brainstorm solutions and responses when challenges arise. ✔️ Develop processes to grow your business and boost your income. WHAT MAKES MY APPROACH UNIQUE: One of my clients perfectly summed up my approach as, "When I hit a 'wall,' she leverages her resourcefulness to help me see beyond the possibilities I had initially thought of." As your partner, I am an unbiased ear whose purpose is to guide and encourage you towards success, helping you become your best self! READY TO TALK? 🤝 Connect with me here on LinkedIn, or 📧 Email me - [email protected] 💻 Visit - [https://www.downwithspp.com/](https://www.downwithspp.com/)
ResCare Workforce ServicesDeputy Director
Jun. 2010 - Jan. 2014WHAT I DID 🔹Managed the Operational delivery of TANF Case Management Workforce Services contract with San Diego County providing services for the north region serving 1500 families HOW I DID IT ▪️Directly Supervised between 7-14 Managers, Supervisors and Facilitators providing feedback, written evaluations, coaching and mentoring ▪️Partnered with community agencies to identify and develop solutions to provide gaps in participant services as needed and securing funding sources to deliver services. ▪️Completed 37 daily, weekly and monthly operational, performance, quality assurance reports ▪️Organized community outreach events for up to 500 including scheduling speakers, securing financial sponsorship, donations and overseeing logistics ▪️Developed strategic relationships with partner agencies, employers and community colleges to provide improved quality services for participants THE RESULTS ✔️Managed Employment Services job search and life skill programs for 4200 TANF and refugee participants for North and Central regions increasing placement by 50% ✔️Improved customer participation rate from 18% to meeting contract objective at 47% from June 2010 to September 2011
Brown & Brown InsuranceEmployment Benefits Services Manager
Dec. 2006 - Jul. 2009WHAT I DID: 🔹Oversaw daily operations and workflow of group benefits service department working with 10 life and health agents 🔹Marketed and negotiated health and wellness renewals with insurance carriers to provide best rates for clients on an annual basis THE RESULTS: ✔️Prepared annual client benefits renewals including marketing analysis and negotiating plan options renewals, creating proposals for more than 100 clients annually ✔️Developed and provided staff training for policies and procedures for 9 person Benefits department that increased efficiency and corporate quality control score to 87% ✔️Ran and maintained Book of Business, expiration and client coding reports for department using CRM software on a weekly basis. ✔️Passed California Life Agent License test
Westmont CollegeEmployment and Benefits Coordinator
Aug. 2004 - Dec. 2006WHAT I DID: 🔹Responsible for recruiting and staffing exempt and non-exempt employees, including placing ads screening resumes, interviewing, and finalizing employment offers 🔹Responsible for all faculty, staff and dependent health, wellness, life and AD&D benefit enrollments, addressed any benefit issues and reconciled all carrier billing statements on a monthly basis 🔹Administered COBRA and retiree benefits 🔹Oversaw all campus temporary employee’s, established relationships with agencies and made placements as needed 🔹Coordinated College events including annual service awards and fall luncheon 🔹Tracked employee’s on Leave of Absence as well processing short and long term disability process.
Neovia Integrated Insurance ServicesImplementation and On-Line Enrollment Supervisor
Nov. 2002 - Aug. 2004Goleta, CAWHAT I DID: 🔹Marketed large group employee benefit plan design to multiple insurance carriers, prepared financial analysis and summaries of plan renewals, replacement options and strategies for employer groups. 🔹Planned, organized and implemented all aspects of clients open enrollment process for employees. 🔹Responsible for creating and monitoring project plan for implementing On-Line Benefits Enrollment system for clients. 🔹Developed unique employee marketing campaign communication pieces, flyers and brochures to communicate benefit plan information and changes for clients. 🔹Reviewed and approved carrier benefit plan summaries, contracts, certificates and summary plan descriptions.
Curtis & Associates, Inc., Benova, Inc., Concera, Inc., ACS, IncNational Project Manager (Western Region Advisor)
Nov. 1998 - Aug. 2002Kearney, NEWHAT I DID: 🔹Implemented multiple contracts valued up to $36 million dollars, developed program operational workflow, established policies, hired and trained staff 🔹Wrote winning Employment Services proposals for County, State and Federal programs ranging from $10,000- $36 Million 🔹Hired and trained over 800 new staff members in 6 California counties and 7 states in company philosophy, government regulations, policies, eligibility systems and procedures. 🔹Coached and provided feedback for Project Directors, Program Managers and Supervisors in employee documentation, California labor laws, national hiring practices and being an effective leader 🔹Contributed material to various company curriculum agendas including job search, life skills, time management, personnel documentation and case management techniques 🔹Conceptualized and conducted motivational staff development seminars and training for staff. 🔹Determined office locations, negotiated leases and designed Workforce Centers 🔹Planned company events including; regional meetings and banquets for 300 attendees and Supervisor trainings
Curtis and Associates, IncProgram Manager
Apr. 1994 - Nov. 1998Fresno and Santa Barbara CountiesWHAT I DID 🔹Monitored and expanded contracts valued at more than $2 million. Worked with county funding customer to develop and implement CalWORK’s rules, regulations and program service design. 🔹Conducted performance appraisals for staff of 34. Recruited, screened, hired, trained and maintained employee personnel and payroll files. 🔹Trained management and staff in State and Federal regulations. 🔹Served on One-Stop boards to implement Santa Barbara County offices and integrate services. 🔹Planned and monitored contract budget and accounts payable expenses. 🔹Facilitated motivational employment workshops, provided job advancement skills coaching and case management services for participants receiving public assistance. 🔹Implemented Worked with local employers to partner and identify hiring opportunities for program participants
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