Years of experience: 39

Data EntryAssistantCustomer ServiceConsultingC-level ExecutiveIT

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Patty's Career Path
Principal Onboarding ConsultantSep. 2018 -
Present
DocuSignPrincipal Onboarding Consultant
Seattle, WashingtonHelping customers embrace Intelligent Agreement Management by guiding their implementation of all the applications their business needs to create agreements, obtain electronic signatures, and manage those Agreements to stay on top of future business.
Transaction Team DirectorFeb. 2017 -
Aug. 2018
eXp Realty, LLCTransaction Team Director
Bellingham, Washington AreaResponsible for team of transaction specialists located across the country tasked with supporting agent success through the processing of 17,000+ pending real estate transactions and payment of commissions to agents in Virtual real estate brokerage; collaborating with support departments as Project Manager for transaction projects; creation and implementation of new systems and processes to h...
Owner-Business ConsultantNov. 2014 -
Present
PJ Shaw Consulting LLCOwner-Business Consultant
Pacific NW - Washington, Oregon, IdahoWe provide solutions for real estate and other small business owners. Many small businesses have the same needs as larger companies without the expertise or resources to meet those needs. At PJ Shaw Consulting LLC, we help businesses determine solutions but we don't stop there, we provide the resources to implement the solution as well. We can provide assistance by conducting an Operational R...

Patty's Posts

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    About myself

    Over 10 years as a Technical Leader & Implementation Specialist scaling SaaS solutions for 250+ clients annually with expertise in platforms like DocuSign, Salesforce, and Dynamics. Led cross-functional teams achieving 266% growth and optimized API integrations, reducing onboarding time by 20%.

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    Job Description

    Aspiring to leverage my technology and leadership skills to drive innovation and efficiency in SaaS companies, aiming to contribute to dynamic environments with a focus on growth and development across diverse sectors.

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    How to contact

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    How I can help you

    Maintain accurate financial records and gain essential insights for strategic decisions. More than a bookkeeper, I am your financial partner, ensuring your business stays aligned with its financial goals.

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    People I am looking for

    - Small to medium businesses using QuickBooks - New businesses needing initial bookkeeping setup - Entrepreneurs seeking financial clarity

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    Experience & Cases

    - Reduced commission payout time from 10 days to 24 hours for a national real estate firm - Ran a successful regional Real Estate Virtual Assistant business - Developed a digital onboarding process cutting time-to-live from 90 to 45 days

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    How to contact

No responses yet
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    How I can help you

    I empower small businesses to excel by managing their finances efficiently. With accurate data and insights, clients can make informed decisions and achieve their goals. Initial 15-20 minute call to understand your needs and QuickBooks setup assistance.

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    People I am looking for

    - Small storage businesses - Retail shops - Real Estate offices and agents - Virtual assistant businesses - Churches

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    Experience & Cases

    - Focus on ethical bookkeeping - Specialize in small businesses - Experience with diverse sectors

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    How to contact

No responses yet
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