Business Operations

• Identify and implement improvements in interdepartmental and financial operational processes
• Map current processes (as-is), identify bottlenecks and inefficiencies, and propose optimized solutions (to-be)
• Collaborate closely with finance, technology, and operational teams to drive sustainable improvements and measurable outcomes
• Document current processes involving information flows between teams and systems
• Identify bottlenecks, recurring errors, or inconsistencies among platforms (ERP, CRM, spreadsheets, etc.)
• Design optimized processes focused on efficiency, traceability, and automation opportunities
• Develop continuous improvement roadmaps considering technical (systems) and human factors (roles, tasks, error reduction)
• Collaborate with stakeholders to prioritize improvement initiatives and implement viable plans
• Create clear and functional visual documentation (BPMN, flowcharts, system diagrams)
• Monitor the implementation and adoption of optimized processes, assess their impact and recommend adjustments as necessary
• Conduct interviews, workshops, and walkthroughs with key users

Business Process / Process Improvement Analyst

Lead Project Manager

Sales Operations Manager – Business Process

Business Operations Analyst

Business Process Management – Appian