Freelancer profile translated to English.
Back to original languageAbout Zoé
How did I secure €4.3 million in revenue in 2 years in a declining real estate market?
The secret isn't prospect volume, but process mastery.
As an Organization and RevOps Consultant, I help SMEs, Scale-ups, and Firms transform their bottlenecks into profitability by optimizing their processes and integrating AI.
With 8 years of field experience, my conclusion is clear: too much money is lost through poorly designed processes. Coming from highly regulated sectors (Real Estate, Wealth Management, and Industry), I speak your language. My role: deploy profitable processes that your teams will actually use.
🤝 My Scope of Intervention:
1️⃣ Analysis & Diagnosis: Mapping of the current state (As-Is) and modeling of target processes (To-Be)
2️⃣ Process Optimization: Workflow reconfiguration and custom automation (Make, Advanced Excel)
3️⃣ Performance Management: Creation of dashboards (KPIs), decision-support simulators, and AI deployment
4️⃣ Change Management: Monthly performance monitoring, indicator updates, and team coaching
📈 My Track Record:
• Process Overhaul: +€4.3 million in revenue secured through optimization of a 100% video client journey
• Sales Admin Efficiency: Conversion rate increased from 50% to 80% through structured follow-up cycles and automated appointment setting
• Risk Management: 0% financing default during the credit crisis thanks to standardized pre-sales workflows
• Operational Performance: +€114K in net profit generated in the first year through the creation of KPI tools
• Decision Support Tools: Creation of a custom tax arbitration simulator (LMNP) to accelerate client advice and closing
💻 100% Remote (Video Call) • Services throughout France
French
Native or bilingual
English
Fluent
Spanish
Native or bilingual
Remote only
Primarily works remotely
Experience
- Alora ConseilOrganization & RevOps ConsultantCONSULTING AND AUDITSApril 2026 - Today (4 months)Bordeaux, France• Process Audit and Mapping: In-depth analysis of working methods within your firm (wealth management, agencies, notary offices) to model standardized operational workflows compliant with regulatory requirements.• Financial Modeling and Custom Tools (Excel): Development of complex calculation tools for wealth engineering. Example: Creation of a comprehensive real estate tax arbitration simulator (LMNP Micro-BIC vs. Real) integrating component depreciation and cash flow projection over 35 years.• Strategy and Decision Support (Google AI Certified): Leveraging advanced wealth management strategy skills, I design summary dashboards (scenario comparison, net financial gain calculation, savings effort) to secure your recommendations and accelerate decision-making for your investor clients.• Performance Management and Automation (Make & AI): Modeling operational value to precisely quantify your firm's productivity gains.• Automation of time-consuming tasks (KYC collection, data processing) to reduce administrative costs and free up billing capacity.• Documentary and Collaborative Engineering: Structuring clear and visual engineering reports to facilitate client approval, supported by a 100% video project management methodology for seamless remote collaboration.
- Confiance ImmobilierReal Estate Investment AdvisorREAL ESTATEDecember 2021 - March 2024 (2 years and 3 months)Lyon, France• Wealth Diagnosis and Audit: Conducting in-depth financial, tax, and wealth audits to establish a clear diagnosis and model the profitability of rental investment strategies (PINEL/LMNP).• Strategy and Offer Structuring: Developing customized investment strategies and structures to secure decisions and offer suitable financial solutions.• Project and Workflow Management: Implementing wealth management strategy through rigorous financing chain management and banking coordination.• Digital Transformation: Leading digital transformation projects by optimizing a 100% video sales funnel, ensuring a high conversion rate up to the signing of the deed.
- AXYONAccount Manager | Business ManagerAVIATION AND AEROSPACEMay 2018 - May 2020 (2 years)Bordeaux, France• B2B Strategy & Development: Managing and developing business across three key sectors (Bordeaux, Nantes, and Toulouse).• Scoping & Negotiation: Analyzing client needs (industry and construction), developing proposals, and establishing framework and confidentiality agreements.• Operational Monitoring: Supporting, managing, and monitoring consultants throughout their assignments.
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Education
- Expert in Wealth EngineeringESG FinanceÉlaborer la stratégie patrimoniale (Niveau 7)
- Business School DiplomaOMNES2015Marketing, Finance et Commerce