I build CRM, ERP, billing, and reporting workflows around the actual quote-to-cash path, so Salesforce, NetSuite, HubSpot, Stripe, and finance data stop drifting apart.
View ProjectsClosed-won deals mapped into orders, invoices, payments, and renewal records.
Source-of-truth rules, duplicate prevention, validation logic, and field ownership.
Saved searches, dashboards, exception reports, and executive KPI visibility.
I work in the gap between sales, finance, and operations, where Salesforce, NetSuite, HubSpot, QuickBooks Online, Stripe, and API workflows need to behave like one connected revenue system.
Customer data cleanup, reporting logic, billing-adjacent workflows, and internal process improvement.
CRM/ERP workflows, finance reporting, API syncs, data migration, and operational dashboards.
I build the system layer between CRM, ERP, billing, and reporting so revenue data moves cleanly from opportunity to order, invoice, payment, renewal, and executive reporting.
Saved searches, SuiteFlow, SuiteScript, custom records, billing workflows, finance visibility, and operational reporting.
Sales Cloud administration, opportunity flow, lifecycle automation, reporting structure, data quality, and CRM governance.
The work is not just configuring NetSuite or Salesforce. It is making CRM, ERP, billing, reporting, and finance operations agree on the same customer and revenue truth.
Salesforce, HubSpot, pipeline structure, lifecycle fields, sales handoff rules.
NetSuite, QuickBooks Online, invoices, payments, saved searches, approval flows.
SuiteFlow, SuiteScript, Salesforce Flow, REST APIs, webhooks, Zapier, Make.
ARR/MRR, revenue dashboards, exception reports, KPI definitions, audit-ready metrics.
Supported CRM, finance, customer data, billing-adjacent workflows, dashboard requirements, and reporting logic across sales, support, and finance operations.
Developed CRM/ERP workflows, finance reporting structures, API sync logic, data migration paths, saved searches, dashboards, and automation across NetSuite, Salesforce, HubSpot, QBO, and Stripe.
Studied database management, systems analysis, business analytics, accounting information systems, enterprise application workflows, SQL, data modeling, CRM/ERP concepts, process mapping, dashboard logic, and financial reporting.
For NetSuite, Salesforce, HubSpot, billing, reporting, or CRM/ERP sync work, the best way to reach me is through the project message thread.
I usually look first at where the revenue data breaks: CRM ownership, ERP records, billing rules, sync failures, dashboard definitions, or manual finance handoffs.
Salesforce, NetSuite, HubSpot, QBO, Stripe, API logic, and source-of-truth rules.
Quote-to-cash, renewals, invoice logic, payment status, and exception handling.
Saved searches, dashboards, ARR/MRR, KPI reporting, and finance visibility.
Duplicate prevention, validation rules, field ownership, cleanup, and auditability.
