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Operations Systems Specialist ClickUp Airtable Monday Make
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Esperienza lavorativa
Operations Systems Consultant
Crestline Construction • Freelance
Jan 2026 - Mar 2026 • 2 mos
Built and managed project operations systems for a mid-sized construction firm handling multiple active sites simultaneously. Migrated the team from scattered spreadsheets to a structured Monday.com environment — setting up project boards, subcontractor tracking, and site milestone pipelines. Connected Monday.com to Google Sheets via Make.com to give the directors a live overview of project status and budget progress without logging into multiple tools. Responsible for training site managers and office staff on the system and updating workflows as new projects were onboarded.
Lead Project Manager
Credit First Financial • Part time
May 2023 - Dec 2024 • 1 yr 7 mos
Designed and implemented a client intake and case management system for a financial services firm handling personal credit and loan applications. Built a structured HubSpot pipeline to track leads from initial enquiry through to application approval, with automated follow-up sequences triggered at each stage. Connected HubSpot to Airtable via Make.com to give the operations team a clean relational view of all active cases, assigned advisors, and document statuses. Replaced a manual email-based handoff process with a fully automated workflow that notified the right team member the moment a case changed status. Wrote all internal documentation and trained the client-facing team on the new system.