Marketing Technology & Business Systems
Building the systems behind marketing, customer acquisition, and business operations.
I build and manage the technology, workflows, and data infrastructure that connect marketing, sales, operations, and the customer journey. My experience includes CRM administration, marketing automation, lead routing, lifecycle management, reporting, communications, and cross-functional systems designed to help teams work more efficiently and execute at scale.
400K+ Leads Supported | 2.1M+ Calls | 10+ Major Initiatives | $20M–$100M+ Organizations
What I Build & Manage
CRM & MarTech Administration
Administer and optimize CRM and marketing technology platforms that support lead management, campaign execution, customer communications, reporting, and cross-functional operations.
Marketing & Workflow Automation
Build automated workflows using triggers, conditional logic, field updates, task automation, notifications, and time-based actions to reduce manual work and improve consistency.
Lead Routing & Assignment
Design routing and assignment processes that move leads to the right teams based on campaign, source, geography, qualification criteria, status, and other business rules.
Pipeline & Lifecycle Management
Build and refine pipelines supporting the customer journey from acquisition and qualification through follow-up, conversion, onboarding, and ongoing engagement.
Systems Integration
Connect platforms, processes, and data across marketing, sales, intake, operations, communications, and reporting to create more cohesive workflows.
Data Integrity & Quality Control
Develop processes, controls, audits, and data standards that improve record accuracy, consistency, completeness, and reporting reliability.
Reporting, Dashboards & Analytics
Create KPI dashboards and operational reporting that provide visibility into campaign activity, lead performance, conversion, productivity, data quality, and areas requiring attention.
Communication & Contact Center
Administer communication and contact-center technologies supporting high-volume calling, lead follow-up, routing, tracking, attribution, customer engagement, and performance analysis.
Connecting the
Customer Journey
I approach technology as part of a connected customer journey rather than a collection of separate tools. From the first marketing interaction through lead capture, routing, follow-up, conversion, onboarding, and ongoing engagement, I design systems and workflows around how information and people need to move.
ATTRACT → CAPTURE → ROUTE → QUALIFY → NURTURE → CONVERT → ONBOARD → ENGAGE
#alwaysoptimizing
From Business Need
to Working System
The technology is only part of the solution. I start with the business need, identify gaps and bottlenecks, design the process, configure the supporting systems, document how it works, help teams adopt it, and continue improving it as needs change.
IDENTIFY → DESIGN → BUILD → TEST → DOCUMENT → TRAIN → OPTIMIZE
#alwaysoptimizing
Systems in Action
Behind every workflow, dashboard, knowledgebase, or automation is a business problem that needs to be solved. These examples show how I’ve mapped complex processes, connected technology and teams, organized information, and built systems that support day-to-day execution.
LEAD MANAGEMENT & LIFECYCLE
End-to-End Lead & Intake Workflow
Mapped a complex lead and intake lifecycle from initial acquisition through contact, qualification, conversion, e-signature, and completed intake. The workflow brings together lead sources, contact cadences, team responsibilities, decision points, communication touchpoints, and automated processes into one connected operational system.
MARKETING OPERATIONS & ENABLEMENT
Marketing Company Operations & Systems Guide
Developed a comprehensive operations and systems guide for a performance-driven marketing company, bringing together business strategy, departmental operations, technology, workflows, and training into one structured resource. The 42-page guide connected marketing and lead generation with intake, management systems, MarTech, contact center operations, reporting, playbooks, and cross-functional processes.
MARKETING TECHNOLOGY & INTEGRATION
Call Center & CRM Integration System
Developed a comprehensive call center implementation plan for a performance-driven marketing company, defining how lead sources, CRM technology, call routing, intake teams, and reporting systems would work together. The 17-page implementation guide mapped vendor connectivity, inbound and outbound workflows, CRM integration, lead distribution, call cadences, real-time monitoring, quality assurance, reporting, and compliance requirements.