Hey,
I build the systems, automations, and CRM infrastructure that keep revenue teams running, and I've been doing it without a safety net for the better part of a decade.
Whether you're a recruiter, hiring manager, or potential client, you're in the right place.
I'm Travis


Get where you're going, quickly
CRM Admin
Automation
Workflow Design
RevOps
IT Operations
Systems Admin
Power Automate
SharePoint
M365 Admin
Generative AI
Salesforce
Let's Get To Know Eachother
Get a glimpse into where I’ve been, how I think, and where I’m headed.
My story didn’t start behind a desk. It started under the hood.
Early in my career, I was doing hands-on mechanical work and installing mobile electronics and car audio systems, learning how complex systems fit together and how to troubleshoot them methodically. If something wasn’t working, I didn’t guess. I worked the problem from the outside in, eliminating what it wasn’t until I found what it was.
That mindset never left me. It has just found a new home in technology.
From there, my career moved through sales, finance, and marketing across multiple industries. I wasn’t planning to end up in operations and technology. It happened organically, because I kept being the person who identified what was broken and built something to fix it. At every company, I found myself absorbing the systems work nobody else was doing: configuring the CRM, building automation workflows, cleaning up the data, training the team, and reporting the results to leadership.
Eventually, I stopped treating that as a side responsibility and started treating it as the job. Because that’s what it was.
Today, I work at the intersection of CRM administration, revenue operations, technology, and business systems. It’s where I feel most at home and where I do my best work. I understand both the technical side and the business context behind it, which means I can spot what actually needs fixing, build something that works in the real world, and explain the results in a way that leadership actually cares about.
That combination of business fluency, hands-on technical execution, and resourceful problem-solving is what has helped me succeed so far in my career, and it’s what I bring to every project or position I take on.
- Who Am I?
What I'm working on now
- Current Focus
Exploring New Opportunities
Exploring my opportunities for my next career move, I am particularly interested in remote positions related to roles such as Salesforce Administrator, CRM Administrator, RevOps Analyst/Specialist, Systems Administrator, or similar, where I can add value to a team while delivering measurable outcomes
Salesforce Certification
Actively working through the Salesforce Certified Administrator certification via Trailhead, building on years of hands-on CRM configuration and administration experience across Salesforce, HubSpot, Zoho, and Pipedrive
Freelance Projects
Taking on client work, including CRM configuration, Power Automate workflow builds, M365 environment setup, and business process automation, keeping my skills sharp on real problems, and new technologies for the real-world
Completing this Coursera course covering Python scripting, task automation, GitHub, debugging, and cloud-based automation at scale, building on the Google IT Support Professional Certificate earned in January 2026
Google IT Automation with Python
Things I've actually built
Here’s a simple look at some of the systems I’ve built, what the problem was, what I built to solve it, and what it delivered. Each project includes a full breakdown if you want to dig into the details.


Project: Automotive Refinance Digital Transformation & Automations
A centralized digital ecosystem built to replace a paper-based operation at an automotive refinance company. Integrated SharePoint, Power Automate, and Microsoft Forms to streamline the sales-to-funding workflow and surface real-time reporting, turning a manual, error-prone process into something the team actually wants to use.


Project: Automated Monthly Performance Reports & Analytics
A "zero-touch" business intelligence tool that automates the full extraction, transformation, and delivery of monthly sales data. Dynamic lender-specific summaries and month-stamped Excel audits, generated automatically, no one chasing anything down. Significant administrative hours saved every month.


Project: Steady State Digital an IT Education & Technical Resource Hub
An IT education and resource hub I designed, built, and actively manage, dedicated to making tech less intimidating for both IT professionals and everyday users. In-depth walkthroughs, troubleshooting guides, and real-world insights.
- Projects Showcase
Architected a SharePoint-based intranet integrated with Power Automate and Microsoft Teams, transitioning a 25+ person company from paper-based workflows to a fully digital operation, reducing team-wide error rates by ~12%
Built and administered a complete CRM environment (Pipedrive) from scratch, including pipelines, workflow rules, automated follow-up sequences, and data integrity controls for a multi-state distributed sales team
Redesigned a multi-state company’s full digital marketing and lead generation strategy, increasing monthly lead volume by 57% over prior neighborhood canvassing methods
Designed and deployed Power Automate onboarding workflows automating M365 account provisioning, Active Directory user setup, database entry, and new hire welcome communications end-to-end
Administered Microsoft 365 environments, including user lifecycle management via Active Directory, security permissions, device configuration, and license management, as the sole in-office technical resource
Consistently exceeded performance KPIs by 10%+, while simultaneously mentoring peers and improving team-wide compliance metrics and product attachment rates
Professional Experience
A look at the roles that shaped where I am today.
Freelance CRM & Business Systems Consultant
Self-Employed | August 2024 – Present
Providing freelance CRM administration, M365 configuration, and automation services for small business clients while pursuing Salesforce Certified Administrator certification and completing Google’s IT Automation with Python course.
Configured Salesforce and other CRM environments for clients, including pipelines, custom objects, lead management, workflow rules, automated sequences, and end-user training
Built Power Automate onboarding workflows automating M365 account provisioning, CRM record creation, database entry, and new hire welcome communications
Designed and deployed multi-step automation workflows connecting CRM platforms with third-party tools
Evaluated AI model outputs for accuracy across writing, image recognition, JSON formatting, and task scheduling by designing complex prompts and correcting model responses
Earned Google IT Support Professional Certificate (Jan 2026), while actively completing Salesforce Certified Administrator via Trailhead, and Google IT Automation with Python
IT Systems Specialist & Funding Manager
Lending Arts | January 2021 – December 2023
Hired as Funding Manager overseeing auto loan contract review and lender compliance. Voluntarily expanded scope to include full IT and systems ownership as the sole in-office technical resource for a 25+ person team with no dedicated IT department.
Managed backend systems, including platform configuration, user lifecycle management, permission sets, data integrity, workflow automation, and cross-departmental reporting
Developed a SharePoint-based intranet integrated with Power Automate and Microsoft Teams, transitioning the company from paper-based workflows to a fully digital operation and reducing team-wide error rates by ~12%
Built and maintained automated workflow rules, approval processes, notification flows, and data sync, eliminating manual handoffs across Sales, Accounting, Title, and Funding departments
Created SOPs, training materials, and walkthroughs, enabling the staff to have a single up-to-date resource on the processes and to work more independently
Collaborated with C-Suite on system rollouts, long-term tech planning, and KPI reporting
Customer Experience Consultant
CarMax | January 2024 – July 2024
Served as the primary point of contact for customers nationwide across the full car-buying journey, from first online inquiry through credit application, financing, stipulations, documentation, and coordination of final delivery, in a high-volume remote call center environment.
Consistently exceeded all performance KPIs by 10%+ while maintaining compliance with company and lending partner standards
Led peer training initiatives on workflow usage, product knowledge, process compliance, and documentation standards, directly improving team-wide accuracy and product attachment rates
Operated independently in a fast-paced, detail-intensive environment, managing many concurrent customer files while providing a great customer experience
Systems Administrator & Operations Director
GCC | June 2019 – January 2021
Served as the sole technical resource for a solar company operating with no IT department, while simultaneously managing all operations and digital marketing strategy.
Built and administered the company’s full CRM environment utilizing Pipedrive. Including configuring pipelines, workflow rules, automated follow-up sequences, Twilio integration, lead routing, and data integrity controls
Redesigned the company’s entire digital marketing strategy from the ground up, launching a new WordPress website and running targeted ad campaigns across Google, YouTube, and Facebook, increasing monthly lead generation by 57% over prior neighborhood canvassing methods
Integrated Zapier with the CRM, connecting it to marketing platforms, landing pages, and lead capture tools, creating an automated flow that eliminated manual data entry and reduced follow-up delays
Managed backend systems, including CRM administration, user account provisioning, device management, and system stability, independently
Oversaw the full contract-to-installation lifecycle, coordinating across internal sales and operations teams and external installation partners to ensure seamless deal execution
Engineered automated email and text follow-up sequences integrated directly with the CRM pipeline, improving customer response rates and reducing manual outreach time for the sales team
Oversaw the full contract-to-installation lifecycle, coordinating across internal sales and operations teams and external partners to ensure seamless deal execution
Key accomplishments across my career:

How I Work
I work on problems until they’re actually solved, not just patched. I document everything, communicate clearly with both technical and non-technical stakeholders, and I’m always looking for a smarter approach. I take ownership from start to finish, pick up new tools quickly, and build things that people actually want to use after I hand them off.
Skills Snapshot
CRM & Revenue Operations: Salesforce, HubSpot, Zoho, Pipedrive — pipeline configuration, custom objects, workflow rules, lead management, data integrity, automated follow-up sequences, user training, KPI reporting
Microsoft 365 & Systems Administration: M365 Admin Center, Exchange Online, SharePoint, Teams, OneDrive, Azure, Active Directory, user lifecycle management, user provisioning, group policy, security access controls, device configuration, OS deployment, license management, Windows 10/11, macOS, Linux (CLI)
Workflow Automation & Integration: Power Automate, Zapier, multi-step cross-platform workflow design, system integrations, automated notifications and reporting, business process automation
Networking & Infrastructure: TCP/IP, DNS, DHCP, VPN, LAN/WAN, OSI Model, IPv4, subnetting, network connectivity troubleshooting, web hosting environments, WordPress CMS administration
Scripting & Emerging Tech: Python (actively developing via Google IT Automation with Python), AI-assisted workflow design, prompt engineering, Generative AI tools (Claude, Gemini)
Tools & Platforms: Jira, ServiceNow, DocuSign, RingCentral, Slack, Zoom
Documentation & Enablement: SOP authoring, knowledge base/LMS management, process mapping, technical documentation, end-user training, internal playbook creation
Soft Skills: Independent problem-solving, clear communication, detail-oriented, adaptable, fast learner, calm under pressure, resourceful
My skill set was built layer by layer from hands-on mobile electronics and low-voltage installation work, to sales and operations, to CRM administration and business systems. Here’s a highlight of my skillset:
Skills Snapshot
CRM & Revenue Operations: Salesforce, HubSpot, Zoho, Pipedrive — pipeline configuration, custom objects, workflow rules, lead management, data integrity, automated follow-up sequences, user training, KPI reporting
Microsoft 365 & Systems Administration: M365 Admin Center, Exchange Online, SharePoint, Teams, OneDrive, Azure, Active Directory, user lifecycle management, user provisioning, group policy, security access controls, device configuration, OS deployment, license management, Windows 10/11, macOS, Linux (CLI)
Workflow Automation & Integration: Power Automate, Zapier, multi-step cross-platform workflow design, system integrations, automated notifications and reporting, business process automation
Networking & Infrastructure: TCP/IP, DNS, DHCP, VPN, LAN/WAN, OSI Model, IPv4, subnetting, network connectivity troubleshooting, web hosting environments, WordPress CMS administration
Scripting & Emerging Tech: Python (actively developing via Google IT Automation with Python), AI-assisted workflow design, prompt engineering, Generative AI tools (Claude, Gemini)
Tools & Platforms: Jira, ServiceNow, DocuSign, RingCentral, Slack, Zoom
Documentation & Enablement: SOP authoring, knowledge base management, process mapping, technical documentation, end-user training, internal playbook creation
Soft Skills: Independent problem-solving, clear communication, detail-oriented, adaptable, fast learner, calm under pressure, resourceful
A quick-look at the skills I've built using various tools, platforms, and technologies.


Certifications
A reflection of where I’ve been and where I’m headed, with more on the way.


CompTIA A+
Google IT Support Professional


This certification validates understanding of the most common hardware and software technologies in business and certifies the skills necessary to support complex IT infrastructures
Certification Earned In 2024
Those who earn the Google IT Support Certificate, developed by Google, have demonstrated their competence in foundational IT service and troubleshooting. Through hands-on activities and assessments, graduates develop proficiency in troubleshooting and customer service, networking, operating systems, administration, and security.
Certification Earned In 2026
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