SO.Stefan O
Career history 1991–present

Experience, in context

A career built across systems, people, and change.

Explore my career timeline, or select the skills that matter to you and see the experience behind them.

Career Timeline

14 chapters

2020s

Career Management — AI Systems, Career Intelligence, Data Architecture & Process EngineeringIndependent

Selected work

  • Researched the contemporary career-search ecosystem, hiring-market conditions, applicant tracking systems, recruiting channels, employer screening practices, and available career technology to identify systemic weaknesses, inefficiencies, and opportunities for improvement.
  • Designed and built an integrated career-management architecture spanning opportunity discovery, market research, role evaluation, experience matching, resume targeting, application tracking, portfolio development, professional development, and ongoing system refinement.
  • Architected a relational career database in SQL that decomposes professional history into experiences, experience points, transferable capability abstractions, skills, skill aliases, certifications, evidence, impact, and portfolio assets with defined relationships between each layer.
  • Developed a structured capability model that separates direct experience from transferable capability, allowing professional evidence to be evaluated independently of historical job titles, industries, technologies, or original business context.
  • Designed a job-analysis framework that normalizes job descriptions into discrete hiring criteria and evaluates each requirement against documented experience, skills, aliases, capabilities, evidence, certifications, impacts, and material gaps.
  • Engineered AI-assisted resume-generation workflows that retrieve and prioritize relevant career evidence, apply supported employer terminology, preserve factual scope and chronology, and generate targeted application materials from structured source data.
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  • Developed multiple opportunity-discovery methodologies including capability-based search, skill-saturation analysis, persistent-vacancy analysis, cross-industry matching, ATS-focused sourcing, employer-site research, recruiting-source research, and high-value opportunity identification.
  • Tested and iteratively refined search methodologies against real job-market results, identifying approaches that produced materially stronger role relevance and lower search noise than conventional title-, keyword-, and recommendation-based job-search methods.
  • Built a structured AI personalization framework governing tone, communication style, evidence use, reasoning patterns, terminology, and writing behavior across resumes, cover letters, professional correspondence, research, and analytical outputs.
  • Developed advanced prompt architectures, operating instructions, retrieval strategies, validation rules, workflow logic, and human-in-the-loop approval processes for AI-assisted research, analysis, writing, database interaction, document generation, and workflow execution.
  • Integrated generative AI with structured databases, web research, productivity platforms, workflow systems, document-generation tools, and career data to create multi-system workflows in which AI functions as a reasoning and orchestration layer.
  • Established career-data governance standards defining authoritative sources, evidence requirements, terminology controls, relationship integrity, approval processes, and safeguards against unsupported or non-defensible professional claims.
  • Designed methods for expanding and interrogating historical career experience, allowing individual accomplishments and activities to be decomposed into reusable evidence, transferable capabilities, skills, portfolio material, and role-specific positioning.
  • Applied iterative systems-development methods to identify workflow failures, diagnose root causes, redesign processes, test alternative approaches, validate outputs, and continuously improve system effectiveness as requirements and market conditions changed.
  • Conducted ongoing independent research, technical experimentation, certification work, and hands-on implementation across AI, automation, SQL databases, CRM, analytics, business systems, prompt engineering, and emerging technologies.
  • Rapidly prototyped a functional AI-assisted job-review and resume-generation system using generative AI, Google Docs, Google Sheets, structured career data, and workflow logic, then systematically tested and iterated the system to improve accuracy, usability, evidence retrieval, and output quality.

Skills in practice

LLM Output EvaluationResearch SynthesisBusiness Systems AnalysisAI Guardrail DesignAI ResearchAI Systems ArchitectureAI Workflow StructuringData Analysis

Related work

Marketing Technology & Systems Consultant — Systems Operations, Transition & Performance AnalysisMandalay Homes

Selected work

  • Deliver consulting on marketing technology, workflow automation, CRM, Asana, Google Workspace, AI-assisted content workflows, and website/marketing systems post-employment.
  • Own IT and SaaS operations through August 2026: subscription/billing reporting, hardware assets, license admin, user access/support/training, workflows.
  • Provided documentation, troubleshooting, training, and operational continuity for marketing, sales, customer communication, and construction systems.
  • Advise on HubSpot, Zapier, Asana, Google Workspace, content, analytics, and automation workflows to preserve functionality and support handoff.
  • Analyzed Google Ads performance, identifying an underperforming campaign despite high spend.
  • Reallocated 23.3% of monthly Google Ads spend ($2,091) from an underperforming campaign to higher-performing campaigns.
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  • Track HubSpot product changes, new features, and platform capabilities, evaluating updates for practical adoption based on extensive power-user experience.
  • Designed an AI voice lead-flow system for residential sales, including buyer qualification, lead capture, routing, data extraction, sales assignment, and CRM handoff.

Skills in practice

Advertising Spend OptimizationAsana AdministrationAsana Workflow DesignGoogle Workspace AdministrationHubSpot AdministrationTrainingAI Workflow StructuringAI-Assisted Workflows

Related work

Case Study 1 - CRM Assessment and Operational RecoveryDiagnosed and rebuilt a disconnected HubSpot environment, restoring lead routing, follow-up, workflow reliability, management visibility, and cross-functional CRM operations.Case Study 2 - HubSpot Cost Reduction and Licensing StrategyReduced inherited HubSpot expense by about 57% through licensing analysis, a negotiated Enterprise exit, marketing-contact restructuring, and workflow cleanup while preserving required capabilities.Case Study 3 - Lead Qualification and Advertising Feedback ArchitectureRebuilt CRM lead qualification around behavioral data and sales judgment, then returned MQL, SQL, and customer outcomes to Google Ads to strengthen acquisition feedback.Case Study - Building the CRM Around the BusinessReframed HubSpot around the company’s actual operating model, connecting CRM governance, lead management, workflow design, reporting, and cost decisions to business needs.AI Voice Lead-Flow Workflow — Production Home BuilderExecutive-facing Retell AI workflow artifact showing inbound intent detection, buyer qualification, lead and data capture, branching, sales/support routing, assignment, and CRM handoff for a production home builder.Designing Automation That Sales Teams Actually UseA consulting perspective on designing CRM and automation systems around real business operations and human behavior. Drawing on practical experience, it explores operational alignment, user adoption, AI decision-making, and the limits of automation, demonstrating how effective technology strategy improves efficiency, reduces costs, and makes people more capable.
Marketing Technology & Operations Lead — Revenue Operations, Analytics & Process ImprovementMandalay Homes

Selected work

  • Owned HubSpot architecture, governance, CRM data quality, sales processes, workflow reliability, reporting, and user adoption.
  • Owned CRM architecture, governance, data quality, workflow reliability, reporting, and adoption for a $60M regional homebuilder supporting 20–30 CRM users and up to six field production teams.
  • Built sales-enablement systems: templates, sequences, assignment rules, follow-up tasking, compliance audits, training videos.
  • Led team through prioritization, work assignment, review, mentoring, CRM standards, training, and technical recommendations.
  • Built role-specific HubSpot dashboards for executives, sales management, marketing, and customer care leadership teams.
  • Surfaced lead-response time, stalled leads, overdue tasks, funnel conversion, and campaign performance for leadership reviews.
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  • Designed attribution and lead-quality systems: source tracking, custom/native lead scoring, and lifecycle stage progression.
  • Connected paid media, forms, website activity, and sales engagement data to lead outcomes and downstream conversions.
  • Built long-term nurture and reactivation workflows for previously unresponsive leads.
  • Recovered and operationalized 2,000+ neglected or uncontacted leads by segmenting records by activity and behavioral intent.
  • Rebuilt lead assignment logic, lifecycle/status governance, and follow-up controls to re-engage viable prospects.
  • Owned marketing technology and Google Ads budgets independently, setting spend based on operational needs and expected return.
  • Reduced inefficient Google Ads spend and prioritized existing platforms, organic growth, and low-cost programs before adding cost.
  • Negotiated HubSpot licensing and discounts, cutting quarterly HubSpot expense from $11,000+ to approximately $4,700.
  • Stabilized and administered an inherited HubSpot Enterprise environment during CRM recovery and rebuild.
  • Configured a separate HubSpot Enterprise implementation for a local real-estate team.
  • Owned IT infrastructure: network/connectivity support, wireless infrastructure, equipment connectivity, provider transitions.
  • Coordinated organization's transition to satellite internet service.
  • Planned and coordinated Mandalay Homes trade shows and promotional events, including venue logistics, booth setup, equipment, power, staffing, and on-site operations.
  • Designed and produced marketing collateral, including printed materials used across sales, marketing, trade shows, community events, and other customer-facing programs.
  • Implemented event lead-capture processes with CRM endpoint for follow-up, tracking, and continued sales engagement.
  • Used funnel, attribution, lead-quality, activity, and conversion data to identify operational risks and recommend changes to sales and marketing processes.
  • Independently identified a recurring sales-and-marketing listing-content failure and redesigned the process around a centralized Asana workflow rather than continuing manual reconciliation across MLS, website, social, and third-party listing platforms.
  • Built a centralized Asana inventory project for pending and released spec homes with stage-based sections and a standardized intake requiring only the home/lot ID, minimizing user input while preserving optional context.
  • Integrated Asana, Zapier, ChatGPT, and Google Drive so a home/lot ID triggered retrieval of the construction selections worksheet, structured extraction of marketable property details, and generation of brand-aligned, platform-specific descriptions at required lengths and formats.
  • Automated cross-functional review and release work through Asana subtasks, rules, approvals, stakeholder assignments, photography coordination, downstream social-content workflows, and lifecycle triggers for listing, under-contract, sold, and post-sale website removal stages.
  • Replaced weekly manual address-by-address listing reconciliation and ad hoc change communication with a shared source of truth where pricing, corrections, promotions, and status changes notify stakeholders and trigger the required sales and marketing updates.
  • Independently identified an operational problem and conceived, built, and implemented an end-to-end Asana-centered sales and marketing content automation workflow to solve it.
  • Conducted multi-source market research on new-home buyer behavior, competitive positioning, digital search trends, migration patterns, pricing, product features, and regional demand to inform marketing strategy.
  • Synthesized AI-assisted research, industry data, search trends, internal analytics, competitive findings, and sales input into evidence-supported market conclusions and strategic recommendations.
  • Analyzed buyer demographics, search behavior, purchase motivations, and product preferences to identify audience segments and differences in how buyers evaluated new homes.
  • Analyzed Northern Arizona buyer origins, migration patterns, local sales activity, pricing, features, and market behavior to identify geographic and demographic opportunities for expanded marketing.
  • Evaluated competitor marketing effectiveness and Mandalay Homes' traditional- and AI-search visibility to identify positioning, reputation, content, and market-awareness gaps.
  • Translated market findings into a comprehensive marketing strategy covering audience targeting, geographic campaigns, Realtor engagement, content priorities, platform focus, and reputation improvement.
  • Used parallel AI research workflows across OpenAI and Google Gemini, cross-checking findings between systems and validating material conclusions against traditional industry and market sources.
  • Designed research-driven nurture strategy using research into email cadence, content, pacing, industry practices, and performance.
  • Designed and implemented a long-term cold-lead follow-up campaign based on research into effective email cadence, content, timing, and extended nurture practices.

Skills in practice

Data AnalysisHubSpot AdministrationHubSpot CRMStrategic RecommendationsAdvertising Spend OptimizationCRM GovernanceLead NurturingNurture Strategy

Related work

Case Study 1 - CRM Assessment and Operational RecoveryDiagnosed and rebuilt a disconnected HubSpot environment, restoring lead routing, follow-up, workflow reliability, management visibility, and cross-functional CRM operations.Case Study 2 - HubSpot Cost Reduction and Licensing StrategyReduced inherited HubSpot expense by about 57% through licensing analysis, a negotiated Enterprise exit, marketing-contact restructuring, and workflow cleanup while preserving required capabilities.Case Study 3 - Lead Qualification and Advertising Feedback ArchitectureRebuilt CRM lead qualification around behavioral data and sales judgment, then returned MQL, SQL, and customer outcomes to Google Ads to strengthen acquisition feedback.Case Study - Building the CRM Around the BusinessReframed HubSpot around the company’s actual operating model, connecting CRM governance, lead management, workflow design, reporting, and cost decisions to business needs.Case Study - CSAT 10-Day Cycle Case StudyBuilt a HubSpot-based 10-day customer-satisfaction and escalation system that paired proactive communication with automated feedback across 70–90 active home builds.Asana Implementation — Sales & Marketing Content AutomationRedesigned a fragmented spec-home listing process into an Asana-centered lifecycle system integrating Google Drive, Zapier, and ChatGPT for minimal-input intake, structured property-data extraction, platform-specific content generation, approvals, change control, and sales/marketing publishing coordination.Designing Automation That Sales Teams Actually UseA consulting perspective on designing CRM and automation systems around real business operations and human behavior. Drawing on practical experience, it explores operational alignment, user adoption, AI decision-making, and the limits of automation, demonstrating how effective technology strategy improves efficiency, reduces costs, and makes people more capable.
Chief Technology Officer — Technology Strategy, Building Innovation & Operational ImprovementMandalay Homes

Selected work

  • Directed technology strategy, R&D, and operational systems across business applications, workflow, and customer-facing technology.
  • Led cross-functional translation among ownership, sales, marketing, construction, customers, trades, partners, and municipalities.
  • Architected and deployed IoT-based indoor air quality and energy-management systems in collaboration with Sendal.
  • Used sensor-based data, cloud-connected controls, HVAC/ventilation logic, and AI-assisted automation to improve IAQ and cut energy use.
  • Led technology evaluation and R&D across computers, IAQ monitors, smart-home controls, solar, and water-management systems.
  • Built cost-benefit and go/no-go analyses with construction leadership on technology and infrastructure investments.
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  • Rejected an underground rainwater-capture system on cost grounds; determined conventional solar outperformed solar roof tiles.
  • Translated high-performance building science and energy work into executive, marketing, and operations communication.
  • Supported DOE/EPA and industry collaborations with a business-focused lens on cost, supply chain, and construction practicality.
  • Represented Mandalay Homes at homebuilding, building-performance, and energy-efficiency trade shows and industry events.
  • Hosted home tours and virtual discussions for other builders on Mandalay's high-performance construction approach.
  • Advised builders on climate-specific building science, ventilation, humidity control, and trade-partner implementation trade-offs.
  • Managed Energy Star, Indoor airPLUS, and energy-performance standards documentation and requirements for certification compliance.
  • Connected certification requirements to construction quality, indoor air quality, and homeowner operating-cost value.
  • Partnered with ownership on housing-affordability and development-feasibility initiatives.
  • Identified municipal approval bottlenecks and investigated pre-approved floor plans as a cost-reduction path.
  • Established that a long-idle floodplain parcel was buildable by locating historical FEMA clearance.
  • Served as daily escalation point for homebuyers during pandemic-era delays, holding difficult conversations directly.
  • Coordinated solutions and protected customer trust, reducing pressure on sales teams during at-risk projects.
  • Designed and maintained a centralized SaaS, IT asset, license, and access management system for 37 employees.
  • Managed 27 application users, 23 hardware users, nearly 70 applications, and 113 tracked hardware assets.
  • Oversaw approximately $367,000 in annualized application and account costs as Google Workspace administrator.
  • Served as primary internal IT/application support for onboarding, permissions, troubleshooting, and training.
  • Owned office IT infrastructure through two office relocations, dismantling and inventorying the prior office.
  • Evaluated equipment for retention, donation, or disposal; built a temporary model-home office for ~10 employees.
  • Ran cabling and connectivity across rooms, then established the new office's wireless-only network.
  • Mapped signal paths through metal, spray-foam, and corrugated-wall interference; deployed mesh access points.
  • Deployed wireless bridges for non-Wi-Fi equipment and coordinated cellular-signal-boosting equipment.
  • Moved and secured hardware and IT cabinets, restoring user connectivity through each office transition.
  • Documented and trained users across sales, construction, admin, Mandalay, and Mosaic on Asana, HubSpot, and QA.
  • Worked with field crews to develop stage-based QA inspections across the homebuilding lifecycle.
  • Documented requirements and handoffs, translating the process into scheduled tasking through Asana and the ERP.
  • Evaluated field installation practices for building-performance systems including spray foam and AeroBarrier.
  • Coordinated with trades and the energy rater to maintain installation quality consistent with performance standards.
  • Led business-side design, governance, and validation for a custom tenant-separation migration outside Asana's standard model.
  • Selectively separated thousands of Mandalay tasks, projects, users, and automation rules from Mosaic's Asana environment.
  • Migrated data into a new lower-tier Mandalay environment while preserving Mosaic's operational continuity.
  • Coordinated directly with Asana developers and stakeholders, ensuring backup readiness and verified data requirements.
  • Approved each staged go/no-go decision and restructured users and permissions across both environments.
  • Performed final validation across affected platforms before authorizing each subsequent migration stage.
  • Managed technology vendors and partners across requirements, evaluation, implementation, issue resolution, performance, and ongoing operational fit.
  • Evaluated technology investments through requirements, cost-benefit analysis, implementation risk, vendor capability, and ongoing operational fit.
  • Managed home-performance certification and award programs end to end, coordinating technical data, documentation, content, and submission requirements.
  • Developed technical and product training for sales, marketing, construction, and service teams, translating complex systems into role-specific education.
  • Monitored customer-experience data, surveys, audits, and escalation patterns to identify risks, report performance, and coordinate improvements with leadership.
  • Oversaw cross-system process governance across HubSpot, Asana, Quickbase, and construction workflows, maintaining data consistency, task ownership, QA controls, and standards.
  • Translated business objectives into technology, process, and product initiatives across sales, marketing, construction, customer experience, and operations.
  • Personally handled high-risk homeowner escalations involving construction delays, material substitutions, rising interest rates, changing completion dates, and contract concerns.
  • Met directly with distressed buyers, walked active job sites, explained construction and supply-chain issues, and coordinated with sales and construction to resolve concerns.
  • Used HubSpot communication histories and detailed interaction notes to reconstruct customer commitments, resolve disputed conversations, and support management during contract disputes.
  • Established disciplined CRM communication logging across the customer journey, creating a reliable record of disclosures, substitutions, schedule changes, and homeowner conversations.
  • Routinely made time-sensitive operational decisions involving competing cost, schedule, customer, compliance, and business considerations, selecting practical courses of action, coordinating stakeholder approval where required, and remaining accountable for implementation and outcome.
  • Evaluated experimental building technologies and practices through field testing, cost-benefit analysis, implementation risk, vendor capability, supply exposure, and operational fit before recommending production use.
  • Used performance, cost, constructability, customer usability, supply-chain, and operational evidence to determine which Discovery Home concepts should advance, change, or be rejected for production.
  • Developed and piloted a whole-home energy-monitoring approach to replace generalized consumption assumptions with real usage data; expanded testing to approximately 12 homes and used results to identify solar and battery performance issues.
  • Worked directly with technology vendors on prototype and early-stage products, evaluating requirements, configuration, field performance, reliability, availability, and suitability for production-home adoption.
  • Synthesized Discovery Home testing, performance findings, implementation lessons, and technical evidence into the narrative supporting Mandalay Homes' Department of Energy Housing Innovation Award submission.
  • Developed and monitored operational performance measures using workload, completion, quality, customer, and process data; analyzed trends and reported findings to leadership to support corrective action and process improvement.
  • Analyzed changes in federal ENERGY STAR requirements and their financial, operational, construction, quality-control, training, and municipal permitting impacts; developed implementation requirements supporting early adoption of the new standard across production homes.
  • Analyzed federal Section 45L energy-efficiency tax-credit requirements, eligibility gaps, implementation implications, and financial impact to the organization, including the effect of changes to and eventual termination of the incentive.
  • Participated in industry roundtables and case studies intended to inform federal energy policy, contributing practical evidence on building-performance requirements, implementation impacts, and production-home experience.
  • Administered organizational calendars, records, and recurring administrative workflows through Google Workspace; coordinated recurring cross-functional meetings, maintained technical and compliance documentation, supported information requests and correspondence, and automated administrative processes.
  • Supported Mandalay's reintegration of its construction division after separation from Mosaic, transitioning returning field personnel, equipment, software access, licensing, device management, and support processes back into Mandalay operations.
  • Designed and built internal HR operations systems supporting employee onboarding, offboarding, employee tracking, account and equipment provisioning, and related administrative workflows.
  • Performed recurring staff audits using HR employee records to reconcile active and terminated employees against software licenses, user accounts, and hardware inventory, identifying access and assets requiring reassignment, recovery, or deprovisioning.
  • Before the Sendal connected-building project, rapidly prototyped an indoor-air-quality automation concept using a networked IAQ monitor, smart switches, and an IFTTT workflow to validate whether off-the-shelf components could operate together as a unified system.
  • Operated in a technology-intensive homebuilding environment where building science, connected-home systems, automation, data, business applications, and construction technology were central to product development, differentiation, and day-to-day operations.
  • Evaluated REME HALO indoor-air-quality technology after its deployment in Mandalay sales, model, and production homes, assessing performance, availability, homeowner value, and incremental cost.
  • Designed and ran a real-world indoor-air-quality field test during a severe forest-fire smoke event, instrumenting model homes and comparing REME HALO, HVAC/ventilation, and ERV operating scenarios using indoor and outdoor air-quality data and recovery curves.
  • Used field-test evidence showing no significant incremental air-quality improvement from combining REME HALO with the home's existing ventilation strategy to support a later cost review that resulted in REME HALO being phased out of production.

Skills in practice

IT Asset ManagementPermissions ManagementRisk ManagementCross-Functional CommunicationUser ProvisioningAsana GovernanceQA / Quality AssuranceAsana Administration

Related work

Business Systems Consultant — Asana Implementation, Process Design, QA & MDMMosaic Building Group

Selected work

  • Implemented and administered Asana for Mosaic as part of its new operating environment, supporting 50+ employees plus external trade users across provisioning, permissions, teams, guest/limited-access accounts, notification controls, licensing decisions, workflow setup, user support, and adoption.
  • Managed provisioning, permissions, teams, guest/limited-access accounts, notification controls, and licensing decisions.
  • Supported and trained users across sales, construction, executives, field teams, and outside trades.
  • Helped implement Mosaic's MDM, user-support systems, and onboarding workflows.
  • Built device/account support processes, access support documentation, and training structures.
  • Installed, configured, and implemented Zendesk for Mosaic, integrating it into broader business systems.
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  • Participated in structural and data-consolidation planning for an enterprise data lakehouse.
  • Focused on business/data requirements, consolidation planning, and upstream-system context and support.
  • Maintained a dedicated ERP data-extraction machine supporting a process pulling ERP/scheduling data into Quickbase.
  • Supported later migration of this extraction process into the enterprise data lakehouse environment.
  • Centralized home-energy performance and structural-options data in Quickbase as a cross-department source of truth.
  • Consolidated multi-system data into HubSpot and Google Sheets for processing, reporting, and award submissions.
  • Evaluated MDM and IT-support platforms for Mosaic based on security, device control, support burden, integration, scalability, and practical field use.
  • Provided local field technology support for Mosaic, including receiving and configuring equipment, enrolling devices in MDM, deploying hardware to field personnel, establishing application access, and supporting users in active construction environments.
  • Helped Mosaic evaluate practical IT-support approaches and field hardware, using construction-site experience to assess durability, connectivity, performance, security, usability, and whether existing communication tools could simplify support operations.
  • Worked within Mosaic's technology-led operating model, applying software, data, workflow automation, device management, and process systems to improve homebuilder efficiency and scale construction operations.
  • Used and helped support Mosaic's Slack workspace for internal support ticketing and operations, integrated Slack with Asana, and coordinated the interaction between the two while working from the Mandalay Homes side of the Mandalay–Mosaic relationship.

Skills in practice

Application SupportCross-System Data ConsolidationDevice Management WorkflowsERP Data ExtractionPermissions ManagementQuickbaseTechnical TroubleshootingTraining

Related work

Business Systems & Applications Lead — Systems Architecture, Process Automation & Business OperationsMandalay Homes

Selected work

  • Led business systems, applications, CRM, marketing technology, automation, and analytics across the organization.
  • Directed construction-process visibility, internal systems implementation, and HubSpot governance.
  • Supported sales processes, requirements gathering, user adoption, documentation, and training.
  • Built scoring, qualification, routing, sales handoff, email follow-up, and contact-compliance audit workflows.
  • Administered and evolved a HubSpot environment from 2018–2026, supporting CRM architecture, automation, reporting, lead management, data governance, integrations, and user adoption across sales and marketing operations.
  • Sustained lead engagement and follow-up policies until transitioning into the CTO role. Transitioned Hubspot responsibilities to an outside agency.
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  • Built and audited advanced Zapier automations connecting HubSpot with legacy homebuilding systems lacking APIs.
  • Used intermediary email parsing, conversion, and automation layers to capture and pass data into downstream systems.
  • Repaired failures from deprecated integrations, format changes, field-mapping issues, and connector updates.
  • Created Asana project structures, templates, workflow rules, and recurring task systems for cross-functional teams.
  • Built content libraries, permissions, and workflow logic for field, administrative, marketing, and operations teams.
  • Supported controlled changes through dependency review, documentation, parallel testing, and rollback planning.
  • Standardized a fragmented contract-document process across communities using reusable templates and interfaces.
  • Reduced document-maintenance overhead, copy/edit errors, and a known contract-processing bottleneck.
  • Influenced formal approval processes involving contracts, exceptions, change orders, and software spending.
  • Built advanced HubSpot integrations using JavaScript, custom functions, webhooks, and email parsing.
  • Transformed semi-structured data from lead-gen platforms, floor-plan systems, and legacy CRMs into structured CRM records.
  • Designed and tested custom HubSpot objects and property architectures for homes, customers, and trade partners.
  • Invited by HubSpot as a power user to test and give feedback on emerging custom-object and Operations Hub features.
  • Used Operations Hub in production for approximately one year following the beta period.
  • Built advanced HubSpot reporting: custom report builder, multi-object reporting, attribution, and funnel analysis.
  • Used dashboards, calculated properties, datasets, and custom logic to bridge native reporting limitations.
  • Managed CRM permissions, user/team access, data governance, bulk updates, and deduplication/merging.
  • Ran migrations and normalization through cloned workflows, controlled branches, and rollback planning.
  • Helped develop and operationalize Mandalay Homes' AMP extended-warranty program.
  • Designed and implemented the software used to schedule and coordinate service representatives.
  • Connected warranty operations, customer-care workflows, scheduling, and internal handoffs into one service process.
  • Helped originate and evolve a field-reporting process into a broader Asana-based QA operating system.
  • Built field inspections, issue tracking, recurring tasks, permissions, dashboards, and reporting logic.
  • Trained field and office teams and developed stage-based inspection checklists and energy-performance QA processes.
  • Used dashboards to analyze repair/rework volume, vendor completion lag, and trade performance across 30+ vendors.
  • Tracked superintendent workload, completion speed, and quality trends to identify systemic issues.
  • Worked directly in active homes roughly six days per week, identifying and tagging construction-quality issues.
  • Monitored recurring patterns in drywall, insulation, air barriers, windows, and framing; escalated systemic concerns.
  • Walked homes with customers and superintendents, helping resolve construction concerns on-site.
  • Coordinated material/equipment substitutions and supply-driven changes, including HVAC configuration changes.
  • Configured and administered HubSpot contacts, companies, deals, forms, custom properties, Marketing Hub, and Sales Hub to support cross-functional revenue operations.
  • Directed marketing collateral design and production for sales, marketing, trade shows, community events, and other customer-facing programs.
  • Oversaw event lead-capture processes with CRM endpoint for follow-up, tracking, and continued sales engagement.
  • Produced quarterly marketing performance and project-progress reports, analyzing results and leading content for strategy review meetings.
  • Identified a fragmented contract-document workflow and standardized it with reusable templates, reducing errors, maintenance, and processing friction.
  • Established CRM data standards and governance for lifecycle stages, ownership, properties, permissions, deduplication, normalization, and bulk data updates.
  • Monitored and troubleshot integration failures across HubSpot, Zapier, email parsers, webhooks, and legacy systems, tracing data issues to root cause.
  • Managed production-safe system changes through dependency review, cloned workflows, test data, parallel testing, documentation, and rollback planning.
  • Reconfigured HubSpot during COVID-era demand from traditional lead nurturing to waitlist management, supporting constrained inventory and sustained buyer communication.
  • Led a COVID-era sales-experience strategy focusing on in-person customer experience, consumer education, and long-term customer engagement.
  • Used traffic, market, customer, and competitive feedback to redesign the sales experience while 40–50 unique visitor groups continued entering sales offices daily.
  • Redesigned sales messaging, model-home walkthroughs, digital displays, silent sellers, and customer engagement around education and differentiation.
  • Coached sales teams to maintain high-touch customer engagement during a period when competing builders had sharply reduced or stopped active selling.
  • Built a long-term nurture strategy for waitlisted buyers, preserving relationships until inventory and construction capacity reopened.
  • Configured and operated HubSpot across Marketing Hub, Sales Hub, Service Hub, CRM, reporting, workflows, automation, and later Operations Hub capabilities.
  • Connected construction milestones to HubSpot so stage changes triggered homeowner updates, later automating those triggers from ERP construction schedules.
  • Analyzed and redesigned the end-to-end home contract process across Mandalay and Mosaic, mapping stakeholder responsibilities, standardizing forms and handoffs, improving change-order and revision controls, and implementing traceable Asana workflows to reduce bottlenecks, manual work, and accountability gaps.
  • Supported Mandalay Homes during Mosaic's assumption of the construction division, helping translate Mandalay's specialized home-performance product and operating requirements into practical field onboarding, training, processes, and quality controls for Mosaic personnel.
  • Onboarded incoming Mosaic superintendents and field personnel to Mandalay-specific framing, insulation, air-sealing, ventilation, HVAC, and other construction practices so conventional production-building methods did not override established product and performance requirements.
  • Expanded digital plan-management, lot-specific plan, QA, inspection, issue-tracking, and Asana-based construction processes to compensate for integration gaps and help Mosaic crews build Mandalay homes consistently.
  • Advised Mosaic stakeholders, from the Mandalay side, on scalable builder-onboarding practices: learn each builder's product, regional requirements, construction methods, and regulatory context before applying standardized operating improvements.
  • Rapidly prototyped a construction-quality data-collection system using Google Forms and Google Sheets to validate field inspection and issue-capture workflows before expanding the approach into a broader Asana-based QA operating system.
  • Operated across business systems, sales, marketing, and construction operations during a period of rapid organizational and production growth, continuously adapting technology, workflows, QA systems, and cross-functional processes as Mandalay's operating volume and organizational complexity increased.

Skills in practice

HubSpot AdministrationHubSpot CRMQA / Quality AssuranceDocumentationIssue ManagementTrainingHubSpot MarketingProcess Improvement

Related work

2010s

Digital Technology Consultant — Web, CRM, Digital Marketing & Business SystemsMandalay Homes

Selected work

  • Designed, implemented, and maintained HubSpot-based revenue systems for lead capture, attribution, and lifecycle stages.
  • Maintained verified follow-up on 100% of incoming leads within 24 hours, seven days a week, pre-pandemic.
  • Adapted and extended HubSpot’s native data objects to model company-specific processes and relationships before the platform supported custom objects.
  • Designed end-to-end HubSpot lifecycle processes spanning lead capture, qualification, routing, nurture, sales handoff, customer care, and warranty operations.
  • Evaluated and selected HubSpot against CRM alternatives, beta-tested it with a sales community, and led broader rollout.
  • Built HubSpot around rapid lead response and automated follow-up, then expanded the platform as the CRM proved successful across additional communities.
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  • Used homeowner-survey data to identify communication failures and built recurring HubSpot customer-satisfaction and outreach workflows to address them.
  • Implemented HubSpot Service Hub for customer care team, replacing fragmented spreadsheet tracking with centralized tickets, workflows, service visibility, and homeowner communication.
  • Extended HubSpot across the homeowner lifecycle from lead acquisition and sales through construction updates, closing, customer care, warranty, and ongoing service.
  • Architected HubSpot around the home as the central deal, associating homeowners, brokers, financing contacts, trades, communications, tickets, and construction activity.
  • Conducted consumer market research using Google Surveys to test community names, homebuyer preferences, product attributes, exterior colors, and purchase criteria, translating findings into marketing and product decisions.
  • Designed and optimized Mandalay Homes’ website UX using behavioral analytics, search data, and user-flow analysis to identify friction and improve navigation, interface design, and content pathways.
  • Aligned website architecture and content pathways with user search and behavioral patterns, helping visitors reach relevant content efficiently and supporting sustained organic search performance.
  • In my role as a business consultant, evaluated candidates and advised business owners and leadership on hiring decisions, assessing experience, capabilities, organizational needs, and role fit to recommend the strongest candidate for open positions.
  • As a business consultant, as part of business systems and process optimization, I advised owners and leadership on whether specific roles or individuals remained necessary and effective. Recommendations occasionally resulted in the elimination of personnel.
  • Personally wrote Mandalay Homes email campaign, automated nurture, and lifecycle marketing copy for years.
  • Wrote and managed Mandalay Homes website marketing copy.
  • A/B tested email and campaign copy and used open rates, click-through rates, engagement, and conversion performance to optimize messaging.
  • Conducted competitive and market research into messaging, technologies, industry practices, email practices, and marketing approaches to inform marketing decisions.
  • Developed systems and processes for maintaining consistent company branding and brand voice across email, website, social media, and other marketing communications.
  • Built, maintained, and continuously evolved Mandalay Homes' primary website across successive generations, owning WordPress architecture, custom development, responsive design, hosting, integrations, maintenance, performance, backups, and layered security.
  • Owned SEO and web analytics as part of the Mandalay engagement from its beginning, using search and behavioral data to guide website structure, content, visibility, lead capture, and digital-marketing decisions.
  • Expanded from web development into media production, production coordination, online marketing, and social media, creating and coordinating material used to communicate Mandalay's homes, communities, technology, brand, and customer value.
  • Learned Mandalay's building-performance domain and translated energy efficiency, home performance, indoor air quality, building technology, and technical specifications into understandable customer- and market-facing communication.
  • Produced and coordinated offline marketing and technical materials including signage, print collateral, energy-performance documentation, energy-code support, award submissions, and standards and certification materials.
  • Expanded marketing-systems responsibilities into construction operations, using knowledge of how homes were designed, built, tested, delivered, and supported to inform customer communication, systems, and experience.
  • Progressively expanded an eight-year external consulting engagement from web development and SEO/analytics into marketing, CRM, customer satisfaction, building-performance communication, construction operations, and customer experience, culminating in transition to a full-time Business Systems & Applications Lead role.
  • Managed Mandalay Homes' MailChimp-based email operations before HubSpot, maintaining lists, templates, campaigns, and customer communications while also managing subscriber/customer data through successive CRM transitions and ultimately into HubSpot.

Skills in practice

HubSpot CRMContent StrategyCustomer Experience OperationsHubSpot AdministrationHubSpot MarketingEmail MarketingMarket ResearchBrand Positioning

2000s

Founder & Virtual Asset Developer — Metaverse Product Development, Technical Narrative & Project LeadershipIndependent / Second Life

Selected work

  • Built and operated a successful independent virtual-product business within Second Life over multiple years.
  • Progressed from collaborating on Oxford-related educational environments to launching original sci-fi products.
  • Owned the complete product lifecycle: concept development, research, 3D modeling, texturing, and interface design.
  • Managed scripting, systems integration, testing, release planning, versioning, and ongoing upgrades.
  • Handled documentation, customer support, branding, marketing, sales, and continuous product improvement.
  • Programmed advanced interactive simulations for spaceships, space stations, armor, weapons, and mining systems.
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  • Built medical, damage-control, and environmental systems, including gravity and oxygen logic.
  • Developed atmospheric and space-flight models, physics-based controls, and interconnected in-world economies.
  • Managed iterative development through internal/external testing, feedback collection, and defect correction.
  • Shipped feature enhancements and version releases with upgrade paths minimizing disruption for existing customers.
  • Coordinated collaborators and specialist developers across multiple concurrent product lines.
  • Integrated independently produced components into cohesive, customer-ready systems on schedule.
  • Created and governed a complete original science-fiction setting, researching real technologies and history.
  • Developed technical lore, species, political divisions, belief systems, ships, factions, and storylines.
  • Built a collaborative canonical-content system for community contributors to propose new lore and storylines.
  • Transitioned from direct production into an owner/manager role by bringing in contributors to run operations.
  • Demonstrated delegation, knowledge transfer, and building a business that outlasted direct founder involvement.
  • Built and managed multiple web properties, including the Quandary Industries company/product site.
  • Built a full e-commerce site for digital-product purchases and a wiki-style lore/role-play knowledge base.
  • Maintained the web ecosystem for product marketing, sales, documentation, and customer support.
  • Built a recognized brand and customer community generating primary income, then years of residual revenue.
  • Continued selective brand, marketing, web, and technical consulting as Mandalay Homes grew to consume the available consulting capacity and became the sole client.
  • Participated in early virtual-world experiments exploring social behavior, rudimentary AI agents, social anxiety, and immersive interaction.
  • Managed a multi-year MailChimp newsletter and product-update program for Quandry Industries, using email marketing as an ongoing customer communication channel for an independently operated digital-product business.

Skills in practice

Product Lifecycle ManagementSimulation Systems DevelopmentRelease & Version ManagementWeb Platform OwnershipContent Architecture & GovernancePeople LeadershipBrand PositioningDocumentation
Founder & Publisher — Online PublicationIndependent Online Publication

Selected work

  • Founded and operated an early digital subscription-based publication.
  • Differentiated the publication through an editorial focus centered on sociopolitical issues.
  • Directed the publication’s complete digital and editorial operation.
  • Managed web development, photography, writing, editing, publishing, and creative production.
  • Owned platform development, editorial identity, brand development, and audience growth.
  • Coordinated talent, photo shoots, and public appearances supporting editorial and promotional activity.
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  • Managed creative logistics involving contributors, imagery, content production, and public appearances.
  • Built the magazine into a digital-first media property and ultimately sold the company.
  • Managed online and recurring subscription billing across multiple payment platforms over several years.
  • Personally wrote essentially all long-form and editorial articles during the publication's first several years.

Skills in practice

Digital PublishingEditorial StrategyAudience DevelopmentBrand PositioningContent StrategyBrand Voice ManagementCopywritingMedia Production
Founder & Principal Consultant — Web Development, Digital Strategy & Business TechnologyGeek4Hire

Selected work

  • Founded an independent consultancy serving business clients across multiple industries.
  • Maintained a portfolio of business clients requiring web, marketing, technology, and operational solutions.
  • Delivered contract web development, online marketing, technical implementation, media production, and business-process support.
  • Analyzed each client’s business, objectives, operational needs, and technical requirements before recommending solutions.
  • Scoped projects directly with business owners and client stakeholders.
  • Selected reliable technical solutions based on client needs, resources, capabilities, and operating constraints.
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  • Implemented solutions that maximized client efficiency without creating unnecessary cost or administrative overhead.
  • Prioritized practical tools clients could operate independently with minimal ongoing support.
  • Positioned Geek4Hire around client independence, portability, and practical problem solving.
  • Designed client-owned systems, accounts, code, and digital assets to prevent vendor lock-in.
  • Registered domains, hosting, analytics, email, online services, and paid plugins under client ownership.
  • Administered client accounts through shared user access while preserving client ownership and control.
  • Delivered unlocked source code and portable assets that clients could transfer to another provider.
  • Structured websites so clients could manage routine content updates independently.
  • Configured WordPress tools allowing photographers to maintain portfolios and merchants to manage products.
  • Trained clients to maintain ownership and administrative control of their digital business assets.
  • Documented handoffs so clients could operate independently and request assistance only when needed.
  • Provided competitively priced hosting with additional security protections and optional technical support.
  • Recovered clients from vendor dependency after relationships with previous web developers ended.
  • Retrieved and transferred website files into replacement systems controlled by the client.
  • Negotiated access to analytics and other services, restoring ownership to client organizations.
  • Built complete websites and database-driven web applications for business clients.
  • Used hand-coded HTML/CSS, PHP, Classic ASP, JavaScript/AJAX, SQL/MySQL, Access, and later WordPress.
  • Delivered WordPress development, hosting, website security, SEO, SEM, and analytics through Geek4Hire.
  • Developed responsive designs, authentication, membership systems, forms, email routing, and database integrations.
  • Implemented e-commerce, recurring subscriptions, and payment-processor integrations.
  • Managed analytics, SEO, hosting, migrations, security, and ongoing production support.
  • Continued selected contract work during overlapping employment and entrepreneurial projects.
  • Supported early web development, computer setup, software setup, and technical troubleshooting.
  • Implemented and maintained integrated email-marketing operations for consulting clients, including connecting website content and subscriber systems to recurring email distribution for businesses whose ongoing communications were operationally important.

Skills in practice

Technology Solution DesignTechnical TroubleshootingWeb AnalyticsWeb Hosting AdministrationWeb Platform OwnershipApplication SecurityConstant ContactOnline Marketing Consulting

Related work

1990s

Contract Internal Applications Developer — PHP, SQL & Internal Business ApplicationsIntel, via Employment Agency

Selected work

  • Completed an approximately two-year agency contract within Intel’s structured enterprise contractor environment, becoming successful enough in the assignment to be considered for full-time employment.
  • Implemented narrowly scoped components within larger internal Intel applications from clearly defined programming assignments.
  • Used PHP, HTML, and SQL to implement assigned user-interface and application functionality, including data-connected components.
  • Independently took assigned programming components through implementation and functional testing before proceeding to subsequent assignments.
  • Built user-interface components and discrete pieces of application functionality supporting larger internal applications.
  • Rapidly learned unfamiliar application-development technologies while on assignment and became productive using them in Intel’s contractor environment.

Skills in practice

Web UI DevelopmentHTMLPHPSQL
Lead Web Developer — Web Development, Hosting & Production OperationsProcom Communications

Selected work

  • Built and managed more than 50 complete websites directly at Procom Communications.
  • Contributed to a broader career total of well over 100 websites.
  • Delivered business, organizational, e-commerce, membership, database-driven, and high-traffic websites.
  • Personally handled complete site development across the full build and deployment lifecycle.
  • Used hand-coded HTML/CSS, responsive layouts, navigation, forms, JavaScript, and dynamic content.
  • Managed database integration, troubleshooting, cross-browser compatibility, hosting, deployment, and ongoing operations.
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  • Managed end-to-end site builds, updates, client requirements, and production deployment.
  • Supported technical troubleshooting and ongoing web operations across a high-volume portfolio.
  • Administered hosting infrastructure, servers, and operational website security.
  • Implemented server- and application-level protections appropriate to production web environments.
  • Advised selected clients on online visibility, website traffic, conversion, analytics, and online marketing.
  • Connected technical platform management with client brand positioning and practical business goals.
  • Implemented and operated recurring email newsletters and digital-marketing communications across a diverse portfolio of ProCom clients using MailerMailer, Constant Contact, MailChimp, and related systems, often as part of broader responsibility for the client's website and online marketing.
  • Built and maintained client-facing business systems alongside websites, including equipment inventories and rental-request workflows, booking systems, tuition and application processes, database-driven content, online auction/catalog functionality, blogs, and other operational web applications.

Skills in practice

Web Platform OwnershipApplication SecurityServer AdministrationTechnical TroubleshootingWeb Hosting AdministrationBrand PositioningCSSConstant Contact
Multimedia Specialist — Corporate Presentation & Event ProductionCorporate Arts

Selected work

  • Built and operated high-end professional digital presentation systems for major corporate events.
  • Supported product launches, quarterly meetings, executive announcements, and multi-day conferences.
  • Worked directly with presenters and corporate executives, frequently including CEOs.
  • Translated executive presentation materials into complete, production-ready shows.
  • Learned TVL and several emerging presentation applications in approximately two weeks.
  • Repaired the company’s high-value slide-scanning system used to digitize legacy presentation assets.
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  • Managed four TVL systems representing approximately $500,000 in presentation-technology assets.
  • Created shows, transported equipment, configured systems, operated events live, and troubleshot failures.
  • Maintained and protected specialized presentation equipment in demanding production environments.
  • Created mixed-media presentations integrating graphics, scanned slides, photography, video, and live feeds.
  • Traveled to corporate event venues throughout the United States.
  • Installed large projectors, computers, cabling, RGB/BNC video connections, and supporting equipment.
  • Performed live operation, troubleshooting, teardown, and equipment handling at event venues.
  • Managed presentation cues manually while making urgent content changes during live events.
  • Corrected images, inserted slides, resequenced content, and rebuilt upcoming presentation segments live.
  • Continued advancing live shows while simultaneously completing urgent presentation changes.
  • Corrected some on-screen content with little or no visible interruption.
  • Captured candid photography and early digital-camera imagery during multi-day productions.
  • Processed and incorporated newly captured event media into subsequent presentations.
  • Coordinated event-site logistics with venues and production teams, including equipment movement, setup, technical requirements, and on-site operations.

Skills in practice

Presentation TechnologyLive Event ProductionLive Technical OperationsMedia ProductionTechnical TroubleshootingEvent Logistics & CoordinationStakeholder ManagementTrade Show & Booth Operations
Multimedia Specialist — City Council Presentations & AV OperationsCity of Phoenix, Public Information Office

Selected work

  • Built and coordinated City Council presentation materials, sequenced presentation content against Council agendas and scripts, and operated presentations during live Council meetings.
  • Transitioned into full-time City employment after graduating from high school.
  • Built City Council presentation materials using multiple presentation applications.
  • Coordinated audiovisual playback and broadcast timing during live City Council meetings.
  • Sequenced multiple slide decks and trays against City Council agendas and scripts.
  • Transported and installed presentation media within the City Council chambers.
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  • Ran presentations live by manually advancing slides and changing presentations with agenda items.
  • Operated video and audio playback during live City Council meetings.
  • Switched presentation and media feeds as meeting requirements changed.
  • Progressed from a DECA high-school work placement to full-time City employment after graduation.
  • Kept presentation, video, audio, and meeting flow aligned for live television coverage.
  • Processed black-and-white film for the City photographer.
  • Produced photographic proofs and prints for public-information and presentation use.
  • Addressed additional Public Information Office technology and media-production needs.
  • Supported City Council administrative operations by maintaining meeting calendars and filed minutes, while organizing and preserving presentation, photographic, and audio records for long-term departmental reference and reuse.
  • Produced and deployed recorded telephone-system messages for City departments by editing reel-to-reel audio through physical cutting and splicing, transferring finished recordings to cassette, loading them into City phone systems, and logging and archiving the original recordings.

Skills in practice

Presentation TechnologyMedia ProductionLive Technical OperationsAnalog Audio ProductionAudio EditingAudio Media TransferAudio SplicingAudiovisual Operations