Bridging business and technology to design, adopt, and scale CRM-enabled processes — with a relentless focus on AI integration, Process Excellence, and the change management that makes it all stick.
From Salesforce architecture decisions to AI-augmented sales workflows — I sit at the intersection of CRM strategy, business process design, and the human change that turns technology investments into measurable results.
Owning CRM end-to-end: configuration, roadmap governance, UAT coordination, and cross-team adoption. Translating business needs into executable CRM design that delivers measurable results.
Identifying and deploying AI tools that automate CRM workflows, enhance lead scoring, streamline quotation processes, and drive measurable efficiency gains for sales teams.
Prosci-certified change practitioner. Designing structured adoption programs — release notes, training curricula, communication plans — that ensure new CRM capabilities actually get used.
Bridging the gap between business and technical teams — documenting processes, facilitating cross-functional decisions, and driving alignment on definitions, rules, and data governance.
Managing external developers, consultants, and vendors from requirements through delivery — ensuring CRM enhancements stay aligned with business priorities and ship on schedule.
Designing and delivering CRM training programs — from onboarding curricula to process documentation — that reduce ramp time, build competency, and sustain adoption over time.
Building KPI dashboards, executive-level reports, and performance analytics using Power BI, Salesforce reports, and Excel — turning raw CRM and sales data into strategic decisions.
Applying Six Sigma Black Belt and Lean methodologies to systematically identify bottlenecks, eliminate waste, and redesign sales and CRM workflows for sustained efficiency gains.
I'm a CRM and Sales Operations leader who has spent 15+ years sitting in the space most organizations struggle with most: the gap between what the business wants and what the system can do. I don't just gather requirements — I resolve the ambiguity, standardize the process, and build the adoption program that ensures the CRM investment actually delivers.
At Bosa Properties, I own Salesforce CRM for the sales and leasing division, driving enhancement projects end-to-end — from working with external developers on configuration to leading the change programs that land new capabilities with the team. I'm particularly focused on AI-augmented CRM workflows: embedding intelligent automation into pipelines, lead management, and reporting.
Earlier at Wolseley Canada, I led the national Salesforce CRM rollout across a $1B+ organization — managing stakeholder alignment, UAT coordination, and change management at enterprise scale. I've also designed training programs that cut ramp time by 30% and served as Product Owner for an AI-powered quotation platform that reduced turnaround time by 25%.
I'm a Prosci Certified Change Practitioner, PMP, and Six Sigma Black Belt — which means I bring structured methodology to what is often ad-hoc work. When I take on a CRM role, the business gets not just a technologist, but a translator, facilitator, and adoption champion in one.
Owns the Salesforce CRM for Bosa's sales and leasing division — governing the roadmap, leading enhancement projects with external developers, and driving AI-augmented workflows across presale, resale, and rental portfolios.
Led sales operations and enablement at enterprise scale — including the national Salesforce CRM rollout, an AI-powered quotation platform launch, sales org restructuring, and national call center build.
Led business analysis and change enablement for major digital transformation initiatives across a 40,000+ user organization — including MFA rollout, Microsoft Teams adoption, and SharePoint migration.
Led sales enablement strategy for B2B telecom and infrastructure services, partnering with TELUS and senior leadership to design scalable programs that shortened sales cycles and elevated rep performance.
Serving as a volunteer in Media Operations for the FIFA World Cup 2026™, supporting broadcast and media logistics across one of the world's largest sporting events hosted across North America.
Co-founded and leads this Vancouver-based philanthropic foundation dedicated to music-driven social impact. Oversees organizational strategy, board governance, community partnerships, and fundraising operations.
Volunteered as a Career Coach at MOSAIC, a leading settlement services organization in BC — supporting newcomers to Canada with career development, professional guidance, and workplace integration strategies.
Whether you're looking for a CRM Business Solutions Manager, a Sales Operations leader, or a contract expert to drive AI adoption and Salesforce enablement — I'd love to hear about your project.
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