- Remote
- pm@structureefficiency.com
Sales Support & Operations Coordination
I support sales and operations teams by improving reporting accuracy, managing client and lead data, and keeping projects, follow-up work, and reporting workflows organized.
Get in TouchPlatforms and tools I use across sales support, client operations, reporting, documentation, creative support, and workflow automation.
Brevo
LinkedIn
Clio
ShareFile
Microsoft 365
Slack
Zoom
Discord
Google Sheets
Microsoft Excel
Google Apps Script
ChatGPT
Codex
Adobe Photoshop
Canva
CapCut
Zoho InvoiceSales support, client operations, internal reporting, and project coordination.
I believe strong execution comes from clear structure, accurate information, and consistent follow-through.
I support day-to-day sales and operations execution by helping teams stay organized, informed, and follow-up ready. My work includes maintaining lead and client records, updating dashboards and pipelines, preparing daily and weekly reports, organizing task queues, and supporting internal coordination needed to keep priorities moving.
I have contributed to projects involving sales reporting, client list management, pipeline updates, Billings Pro and Clio data cleanup, LinkedIn content support, and Employee Handbook Review project documentation.
My work has also included preparing project charters, scope statements, work breakdown structures, revising outreach letters, researching client contact information, and turning call notes and markups into clear next steps.
I also improved reporting efficiency by automating the daily, weekly, and quarterly sales reports that were previously posted manually for CEO reference. Using Google Apps Script, Codex, and ChatGPT, I helped turn a repetitive reporting process into a more streamlined and consistent workflow.
I do best in work that requires detail, structure, consistency, and follow-through. I focus on making information easier to use, reports easier to trust, and workflows easier to manage so teams can execute with more clarity and less friction.
Operational challenges I am equipped to identify, structure, and resolve.
Incomplete or outdated lead and client information that slows down outreach and follow-up.
Reporting gaps that make sales activity and progress harder to track.
Disorganized pipelines, dashboards, and client records that reduce visibility.
Manual follow-up coordination that needs better structure and consistency.
Project materials that need clearer documentation, organization, and updating.
Scattered notes, comments, and markups that need to be converted into usable action items.
Client list preparation issues caused by missing contact details or inconsistent records.
Repetitive reporting tasks that can be streamlined for better consistency and efficiency.
Tangible work completed across sales support, client operations, reporting, project coordination, and workflow automation.
Maintained and updated lead and client data across Leads Dashboard, Clio, Billings Pro, and pipeline trackers.
Prepared daily, weekly, and progress sales reports to improve visibility on execution and performance.
Built and updated CEO task queues to support follow-up tracking and daily sales priorities.
Helped improve data accuracy by consolidating duplicate records and updating missing contact information.
Supported the Employee Handbook Review initiative through project charter, scope, WBS, outreach, and client list updates.
Researched high-value client and warm client contact information for outreach readiness.
Revised letters, transcripts, PDFs, and internal documentation for leadership review and next-step coordination.
Supported LinkedIn content preparation and scheduling for company visibility efforts.
Automated daily, weekly, and quarterly sales reporting for CEO reference using Google Apps Script, Codex, and ChatGPT.