Description

I help agencies and SaaS teams operationalize AI, not just adopt it.

Your team is capable, your tools are in place, and yet everything still runs through you and the chaos didn't go away.

That's because it was never an AI problem. It's an operations problem.

I come in before the tools. Before the automations or anything gets built, I map what's broken and what to fix first.

What I bring

10+ years leading critical initiatives for SaaS companies and creative & marketing agencies
125+ revenue-generating initiatives delivered across distributed teams
Enterprise SaaS implementations at $1M–$4M scope across 6 countries
25% reduction in delivery timelines through process and systems work

I've seen where things fall apart under growth: creative teams that scaled faster than their workflows, enterprise clients with no single source of truth, distributed teams where coordination was the full-time job.

How I actually work

I run my own daily operations with AI when it fits, because it's the right tool, not because it's trending.

Understand the problem before picking the tool
Build the simplest version that works
Test with real data, iterate fast
Automate what shouldn't need a human
Keep the right people in the loop

I work with: Make · n8n · Claude · ClickUp AI · ChatGPT · Notion · Gemini

Framework

We start with a conversation about where your operation is losing time and why.

Ops Audit: map your systems, find where AI can eliminate friction, get a clear priority list
Hands-on Build: design and implement workflows, SOPs, and automations using your existing stack
Fractional Ops Support: stay in as your operations partner as you grow

Most clients start with the audit. It's the fastest way to know if we're a good fit and what to tackle first.

This works best if you are:

✅ Running a 5–20 person agency or SaaS team

✅ Still the bottleneck for too many decisions

✅ Done experimenting with AI and ready to operationalize it

Industry field of expertise

Languages

English
Native or bilingual
Spanish
Native or bilingual

Workplace preferences

Remote only

Primarily works remotely

Heyraise
PM & Creative Operations Lead
DIGITAL AND IT
March 2025 - December 2025 (9 months)
California City, United States
Built creative department from the ground up by performing an operational diagnosis that transitioned all creative management and strategic oversight away from the founder.
Scaled production capacity by recruiting and managing brand designers plus coordinating with freelance creators (copywriters, video production, developers) across multiple concurrent client projects.
Developed comprehensive SOPs and established best practices for creative operations, file management, and delivery workflows, implementing repeatable systems that enabled consistent quality at scale.
Implemented ClickUp ecosystem with AI-powered automations (Slack/meeting integrations) to standardize workflows, resource management, and cross-functional collaboration, creating structure in a fast-moving startup environment.
Collaborated in the execution of high-conversion marketing campaigns including brand identities, investor pitch decks, landing pages, and GoHighLevel (GHL) multi-channel campaigns for real estate syndication and wealth management clients.
Served as primary client contact across concurrent projects, leading discovery, scope definition, and briefing sessions while translating business requirements into actionable delivery plans and coordinating creator output across copywriting, design, and video production.
AI Automation Marketing ClickUp Strategic planning Operations
Toptal
Creative Operations & Marketing Project Manager
CONSULTING AND AUDITS
June 2023 - December 2025 (2 years and 6 months)
United States
Supported 170% increase in creative output for weekly marketing initiatives within 10 months through strategic resource management and workflow standardization.
Delivered 125+ revenue-generating marketing projects, including high-visibility campaigns for events, and time-sensitive RFP pursuit materials for enterprise client pitches.
Managed resource allocation and capacity planning across 17+ concurrent projects, coordinating distributed cross-functional teams across time zones (including creative directors, strategists, designers, writers, and motion designers) to ensure optimal delivery quality.
Developed and managed comprehensive timelines for multichannel projects, overseeing every phase from strategy to final delivery.
Asana Team management Marketing Events Process facilitation
ADAM – Dayforce (Ceridian)
P&T Dev Project Manager & Scrum Master
HUMAN RESOURCES
August 2020 - September 2024 (4 years and 1 month)
Led end-to-end digital transformation implementations for 3-5 concurrent enterprise clients across 6 countries, managing complex 6–18-month project lifecycles with complex technical integrations.
Facilitated agile workshops and stakeholder alignment sessions, serving as trusted advisor for enterprise client stakeholders distributed in Chile, Argentina, and Mexico, while coordinating offshore and nearshore development teams across LATAM and USA.
Transformed development team performance through agile methodology adoption, reducing project delivery timelines by 25% and eliminating scope creep through improved estimation and risk mitigation strategies.
Managed cross-functional teams of 8-16 technical professionals (Solution Architects, QA Engineers, Full-Stack Developers), ensuring seamless collaboration between product, development, and client services teams.
Implemented project tracking and reporting framework using Agile tools, providing real-time visibility into sprint progress, resource allocation, and milestone delivery for C-level stakeholders.
Developed data-driven KPIs and process optimization initiatives that improved configuration workflows, streamlined change request management, and enhanced client satisfaction scores by identifying bottlenecks in the software development lifecycle.
Maintained technical feasibility alignment between client expectations and development team capacity, managing scope changes through structured change request processes to protect delivery timelines and project profitability.
Agile method Team management Scrum Atlassian JIRA SAAS