Gabriela Jachs

EXPERIENCE

1. Oct 2025 – Present

   Operations Manager

   Time Wise Luxury · Remote

   • Own end-to-end financial operations across accounts receivable, payment recovery, commission reconciliation, and revenue reporting, recovering $75,000/month in failed and declined client payments; assess individual client circumstances to determine restructuring terms, sustaining a 90% recovery rate and 80% completion rate on restructured plans.
   • Identified manual record-by-record lookups as the bottleneck in client and payment tracking, then designed and built a card-based pipeline in Trello from scratch to replace it, standardizing intake, onboarding, stage progression, and account health tracking for 15+ new clients per month with at-risk flagging that surfaces payment-failure and disengagement signals before churn.
   • Administer the full operational tech stack and systems integration layer spanning Airtable, Trello, GoHighLevel, Zapier, Slack, PandaDoc, Lovable, and multiple payment processors, maintaining a 12-table client and revenue database with 11 payment reporting views, an 8-stage collections pipeline, and 20+ CRM workflows across 8 functional folders.
   • Rearchitected daily operations after diagnosing manual email monitoring and payment lookups as the largest time sink, cutting operational workload from 6 hours per day to under 2 through automated payment-due-date triggers with daily Slack reporting, calendar-synced follow-up scheduling, and AI agent deployment (OpenClaw, Antigravity IDE) for inbox triage and exception routing.
   • Deliver weekly executive reporting and KPI scorecards to the CEO covering cash collected, receivables aging, recovery performance, and pipeline health, and authored 6+ operational and reporting SOPs with process maps, screenshots, and escalation criteria to standardize execution and enable team scaling.

   Financial Operations · Client Lifecycle · Systems Integration · AI Automation · Executive Reporting
2. Mar 2025 – Oct 2025

   Program & Operations Manager (Contract)

   Palmetto Energy Solutions · Remote

   • Led a team of 8 across sales, marketing, and technical functions, directing daily work, reviewing performance, and owning onboarding, while reporting directly to the CEO.
   • Managed ~$80,000/month in operational budget (housing, tooling, and company expenses), preparing spend plans and reporting for CEO approval.
   • Built an automated billing recovery and reconciliation pipeline using Python, Google Colab, and Zapier, recovering $60,000 in lost revenue and reducing billing discrepancies by 90% across finance, sales, and support.
   • Delivered weekly KPI reviews and business presentations to leadership, tracking sales rep performance and company-wide metrics across a pipeline of 200+ sales representatives.
   • Stood up AI-enabled analytics dashboards and centralized KPI reporting, saving 15+ hours per week, improving reporting accuracy, and increasing resolution efficiency by 20%.

   Team Management · Budget Management · KPI Reporting · Automation · AI Dashboards
3. Apr 2024 – Mar 2025

   Operations Manager (Contract) — Solar Industry

   Freelance · Remote

   • Served as the point of contact between dealers, installation companies, and customers for solar installs, managing scheduling, vendor coordination, install cost budgeting, and permitting timelines in Salesforce.
   • Tracked a high-volume operational pipeline of 400+ installs and projects per month through Jira, with lead tracking in Monday.com, moving each through its stages and maintaining delivery cadence across distributed teams.
   • Designed and built a sales KPI tracking system from scratch in Google Sheets, including a form-based intake process that automated data collection from sales reps and gave the company centralized visibility into performance for the first time.
   • Onboarded and trained sales reps and support staff on tools, workflows, and processes to bring new team members up to speed quickly.

   Salesforce · Jira · Monday.com · Pipeline Management · KPI Tracking
4. Jun 2023 – Apr 2024

   Business Analyst - Operations

   DUAL North America – Howden Group · Hybrid

   • Maintained the Policy Administration System, including carrier configurations, user roles and security, claims data, and producer management.
   • Supported business process reengineering (BPR) and workflow automation initiatives in Jira and SharePoint, partnering with developers to eliminate manual handoffs and deliver $120,000 in annual cost savings.
   • Built an error-detection and reconciliation engine through root cause analysis, preventing $45,000 in lost premiums; performed bordereau and scorecard validation to support data governance.
   • Owned UAT, regression testing, and test case creation aligned to SDLC and Agile delivery standards, reducing post-release defects by 30%.

   Jira · SharePoint · UAT · Bordereau Validation · Data Governance
5. Jul 2021 – Aug 2022

   Business Analyst

   Pistil Data · Remote

   • Applied customer segmentation and predictive analytics to inform vendor management and prioritization decisions across GTM teams.
   • Analyzed purchasing trends using SQL and Python in Snowflake, generating $90,000+ in upsell revenue within six months.
   • Designed Sigma dashboards aligned to business requirements, reducing manual data gathering by 80% and improving sales performance visibility.

   SQL · Python · Sigma · Snowflake · Analytics
6. May 2021 – May 2022

   Data & Business Analyst

   National Cancer Institute (INCA) · Remote

   • Ran sequencing quality-control analyses using Python and R, streamlining manual review and improving lab efficiency by 30%.
   • Built repeatable ETL pipelines and data validation workflows, reducing genomic data errors by 20%.

   Python · R · QC · Data Quality · ETL
7. Nov 2020 – Jun 2021

   Data Scientist Intern — Bioinformatics

   CEVS-RS (State Center for Health Surveillance) · Porto Alegre, RS, BR

   • Optimized GAL software databases by refactoring the schema and implementing faster indexing, reducing data retrieval time for 50+ public-health researchers by 40%.
   • Transformed genomic data workflows by creating Python scripts and merging them with existing data pipelines, contributing to a 30% improvement in reporting speed.
   • Fortified data quality control by deploying data validation rules, resulting in a measurable 15% decrease in data errors and enhancing the precision of bioinformatics datasets.

   Databases · Indexing · Python · Pipelines · Data Validation
8. Mar 2018 – Jun 2021

   Research Assistant — Biotechnology

   UFCSPA · Porto Alegre, RS, BR

   • Analyzed bioinformatics datasets using Python (pandas, NumPy, scikit-learn, Biopython) to identify genetic patterns related to autoimmune diseases, improving pattern recognition accuracy by 15%.
   • Implemented data standardization protocols across three research centers, reducing data inconsistencies by 20% and resulting in more reliable research findings for critical autoimmune studies.
   • Collaborated with researchers on data interpretation, translating complex findings into visualizations for publications, contributing to 5+ peer-reviewed publications.

   Python · Bioinformatics · Visualization · Publications