Carla J.

Served as a strategic partner to the executive team, supporting revenue operations, business systems, client success, and financial administration for a B2B SaaS startup. Combined operational leadership with marketing execution, vendor management, subscription oversight, and business reporting to improve efficiency and support growth. Key Responsibilities & Achievements: Supported executive leadership by managing strategic initiatives and cross-functional coordination. Built lead generation workflows using LinkedIn Sales Navigator, Apollo.io, Hunter.io, and ZoomInfo. Developed email campaigns covering segmentation, automation, copywriting, and reporting. Designed lifecycle email sequences that contributed to a 25% reduction in customer churn. Managed software subscriptions, procurement, vendor relationships, and contract renewals. Created KPI dashboards and reports for sales, marketing, and customer success. Streamlined workflows, documented processes, and improved CRM data accuracy.

Supported executive leadership while managing bookkeeping, billing, procurement, and financial operations for a Managed Service Provider. Key Responsibilities & Achievements Managed QuickBooks Online and ConnectWise financial workflows. Processed Accounts Payable and Accounts Receivable. Prepared invoices, estimates, proposals, and customer billing. Performed monthly general ledger and account reconciliations. Managed payroll, commissions, ACH payments, and credit card processing. Maintained W-9 and 1099 records and coordinated with external accountants. Oversaw vendor management, procurement, licensing, and contract administration. Monitored cash flow and prepared financial information for management. Improved documentation and financial processes through standardized workflows.

Managed the company's bookkeeping and financial operations while overseeing day-to-day business operations for an interior design firm. Ensured accurate financial records, streamlined workflows, and supported leadership with financial reporting and operational planning. Key Responsibilities & Achievements Managed QuickBooks Online, maintaining accurate financial records and ensuring data integrity. Performed bank and credit card reconciliations. Managed Accounts Payable and Accounts Receivable, including invoicing, billing, vendor payments, and collections. Processed payroll and maintained employee payment records. Assisted with budgeting, expense tracking, forecasting, and financial planning. Prepared financial records and supporting documentation for accountants and tax preparation. Improved vendor management and procurement workflows. Built operational systems, SOPs, and dashboards that improved team efficiency. Supervised staff and coordinated projects across multiple departments.

Directed global operations for a consumer electronics company, overseeing finance, procurement, logistics, inventory, and cross-functional business operations. Partnered closely with the CEO to improve performance, strengthen vendor relationships, and support strategic growth. Key Responsibilities & Achievements: Led operations across sales, finance, procurement, logistics, fulfillment, and customer support. Managed supplier negotiations, inventory planning, and international shipping to maintain an efficient supply chain. Collaborated with the CEO on budgeting, cost control, and operational planning. Developed SOP-driven workflows that reduced fulfillment delays by 40%. Supervised and mentored a distributed team of 16+ professionals. Established standardized processes and regional workflows to improve consistency and service delivery. Monitored KPIs, identified cost-saving opportunities, and coordinated projects supporting product launches, vendor performance, & customer satisfaction.

Served as a board member and led operational, financial, and administrative functions for a remote-first recruitment firm. Developed scalable processes, strengthened financial oversight, and supported strategic growth. Directed daily operations across finance, recruitment, and administration, ensuring efficient service delivery. Managed budgeting, financial reporting, cash flow monitoring, and planning Oversaw procurement, vendor management, contract administration, and supplier negotiations. Developed standardized SOPs and workflows that improved efficiency and service consistency. Monitored key business metrics and prepared management reports for executive decision-making. Led recruitment operations, onboarding, and performance management for distributed teams. Collaborated with stakeholders on strategic planning, business development, and organizational growth. Ensured compliance with company policies, governance requirements, and standards. Streamlined documentation and workflows.