Gabriela Jachs
Operations Manager | Business Operations Manager | Program Operations Manager
5+ years across operations management and data analytics, leading revenue recovery, financial operations, workflow automation, and executive KPI reporting. I build the operating infrastructure growing companies lack: integrated systems, automated workflows, collections pipelines, KPI scorecards, and the SOPs that make them repeatable. Recent work includes capturing $75,000 a month in failed and declined client payments at a 90% recovery rate, integrating 7 platforms through a 12-table database and 20+ CRM workflows, and cutting daily operational workload by 67%.
ABOUT
Operations Manager building systems that recover revenue, reduce risk, and give leadership real visibility.
I'm an Operations Manager with 5+ years of professional experience across operations management and data analytics, spanning business operations, financial and revenue operations, workflow automation, systems integration, and executive KPI reporting. My background started in Biomedical Informatics (UFCSPA), where I learned to work with complex datasets, validate quality at scale, and turn analysis into decisions that hold up.
After moving to San Diego, California, I shifted into operations and found where I create the most impact: building structure where there isn't any. I map how work actually moves, find the manual handoffs and bottlenecks, surface what's breaking before it costs money, and put repeatable systems in place so the fix doesn't have to happen twice.
Across roles in energy, insurance, data and analytics, and client services, I've led an 8-person cross-functional team, managed $80K a month in operating expenses, and driven KPI accountability across 200+ sales representatives. I've captured $75K a month in failed and declined client payments, recovered $60K in lost revenue, delivered $120K in annual cost savings, integrated 7 platforms through a 12-table database and 20+ CRM workflows, and replaced manual processes with automation and AI agents. I back it all with KPI scorecards and SOPs that give leadership real visibility and give teams something repeatable to follow.
My edge is the combination of analytical depth and operational execution, amplified by AI. I don't just identify the problem. I diagnose what's actually causing it, then build the controls, workflows, and automations that keep it from coming back.
What I do
- Lead cross-functional teams across sales, marketing, and technical operations, and present corrective actions directly to executive leadership.
- Own financial operations, from receivables, collections, and payment recovery to commission reconciliation, budgets, and variance analysis.
- Integrate tech stacks, design databases and CRM workflows, and deploy automation and AI agents that eliminate manual work.
- Build executive KPI scorecards and document operations as SOPs so processes survive handoff and scale.
How I work
- Diagnose first: map the current state and find the actual bottleneck before building anything.
- Plan: align stakeholders, define scope, set handoff rules and controls, and agree on success metrics.
- Measure outcomes: track recovery rates, cost savings, defect reduction, and hours reclaimed.
- Ship safely: iterate in phases with UAT, regression testing, training, and rollout support.
Toolbox
- Salesforce
- HubSpot
- GoHighLevel
- Airtable
- Trello
- Jira
- Monday.com
- SharePoint
- Zapier
- SQL
- Python
- R
- Snowflake
- Sigma
- Power BI
- Tableau
- Google Colab
- Google Sheets
- Excel
- PandaDoc
- Slack
- Lovable
- OpenClaw
- Antigravity IDE
FEATURED PROJECTS
Programs built, systems shipped, operations made measurable
Time Wise Luxury
Revenue Recovery, Collections & Systems Integration
Captured $75K a month in failed and declined client payments by segmenting delinquent accounts, prioritizing recovery by balance and aging, and reconciling commissions against outstanding receivables. Restructured individualized payment plans, redesigned the Trello operating workflow for intake, onboarding, and account health across 180+ new clients a year, and integrated 7 platforms through a 12-table database, an 8-stage collections pipeline, and 20+ CRM workflows. Automated payment-date triggers, Slack reporting, inbox triage, and exception routing through Zapier and AI agents, and documented 6+ SOPs and executive KPI scorecards.
- $75K/month captured
- 90% recovery rate
- 80% payment plan completion
- 6 hrs → under 2 daily workload
- 7 platforms integrated
Palmetto Energy Solutions
Team Leadership, Budget & Automated Billing Recovery
Led an 8-person cross-functional team across sales, marketing, and technical operations, and managed $80K a month in operating expenses, reviewing actuals against budget and preparing financial reporting for CEO approval. Traced reconciliation failures across finance, sales, and support and built an automated billing recovery workflow in Python, Google Colab, and Zapier. Consolidated operating data into AI-enabled dashboards that saved 15+ hours a week, and ran weekly KPI reviews across 200+ sales representatives with corrective actions presented to executive leadership.
- $60K recovered
- −90% billing discrepancies
- $80K/month budget managed
- +20% resolution efficiency
Brite Solar
Installation Operations & Pipeline Management
Managed 400+ installations a month by tracking projects through defined Jira stages, managing lead flow in Monday.com, monitoring schedule dependencies, and escalating stalled projects. Centralized dealer, installation-company, and customer schedules, budgets, permitting requirements, and vendor dependencies in Salesforce. Built a Google Sheets KPI system with form-based intake and consolidated leadership reporting, and trained sales and support teams on systems, workflow stages, and escalation procedures.
- 400+ installations per month
- 4,800+ annually
- 3 stakeholder groups coordinated
DUAL North America (Howden Group)
Process Reengineering & Operational Controls
Mapped current-state processes, identified manual handoffs and bottlenecks, and redesigned operating procedures with workflow automation in Jira and SharePoint. Performed root cause analysis on reconciliation errors and built detection controls that surfaced discrepancies before they affected premium collection. Administered carrier configurations, user roles and security, claims data, and producer management across 4 core Policy Administration System functions, and executed UAT and regression testing for Agile releases.
- $120K annual cost savings
- $45K lost premiums prevented
- −30% post-release defects
Pistil Data
Sales Analytics & GTM Dashboard Build
Analyzed customer purchasing patterns with SQL and Python in Snowflake, segmenting accounts by behavior to surface high-propensity expansion opportunities that generated $90K+ in upsell revenue within six months. Replaced fragmented reporting with Sigma dashboards that centralized sales KPIs, and combined segmentation, vendor-performance analysis, and predictive analytics to rank operational and commercial opportunities by impact.
- $90K+ upsell revenue
- −80% manual data gathering
Operations Manager - Contract
Water Filtration Startup Operations Build
Served as Operations Manager for a water filtration startup over a 12-month client engagement, building its operational and marketing systems end to end. Automated inventory management and order tracking emails through Shopify, and set up Freshdesk to handle customer service emails and support requests. Built marketing system automations and automated appointment scheduling and tracking on the calendar, removing about 3 hours of manual work every day.
- 3 hrs/day saved
- 12-month engagement
- End-to-end ops build
EXPERIENCE
-
Oct 2025 – Present
Operations Manager
Time Wise Luxury · Remote
- Captured $75,000/month in failed and declined client payments while sustaining a 90% recovery rate by segmenting delinquent accounts, prioritizing recovery actions by balance and aging, coordinating payment follow-up, reconciling commissions, and tracking collections against outstanding receivables.
- Secured an 80% completion rate on restructured payment plans by reviewing account history, payment behavior, outstanding balances, and client circumstances to establish individualized repayment terms and prevent additional revenue loss.
- Standardized intake, onboarding, and account-health management for 180+ new clients annually by redesigning the Trello operating workflow with defined stages, handoff requirements, and risk flags for payment failures and disengagement.
- Reduced daily operational workload 67%, from 6 hours to under 2, reclaiming 20+ hours weekly by automating payment-date triggers, Slack reporting, inbox triage, and exception routing through Zapier and AI agents using OpenClaw and Antigravity IDE.
- Integrated 7 platforms through a 12-table database, 8-stage collections pipeline, and 20+ CRM workflows by mapping system dependencies and standardizing data movement across Airtable, Trello, GoHighLevel, Zapier, Slack, PandaDoc, and Lovable.
- Standardized execution across 6+ SOPs by documenting operating procedures and building executive KPI scorecards covering cash collections, receivables aging, recovery performance, pipeline health, and operational exceptions.
-
Mar 2025 – Oct 2025
Operations Manager
Palmetto Energy Solutions · Remote
- Recovered $60,000 in lost revenue while reducing billing discrepancies 90% by tracing reconciliation failures across finance, sales, and support, defining exception-handling rules, and building an automated billing recovery workflow using Python, Google Colab, and Zapier.
- Managed $80,000/month in operating expenses across housing, technology, and company costs by building spend plans, reviewing actuals against budget, identifying variances, and preparing financial reporting for CEO approval.
- Led an 8-person cross-functional team across sales, marketing, and technical operations by assigning daily priorities, balancing workloads, reviewing performance, resolving execution bottlenecks, and managing employee onboarding.
- Saved 15+ hours weekly while improving resolution efficiency 20% by consolidating fragmented operating data into AI-enabled dashboards, automating recurring reporting, and routing performance exceptions to accountable teams.
- Strengthened performance accountability across 200+ sales representatives by establishing weekly KPI reviews, consolidating sales and operational metrics, identifying performance gaps and trends, and presenting corrective actions directly to executive leadership.
-
Apr 2024 – Mar 2025
Operations Manager
Brite Solar · Remote
- Managed 400+ installations monthly and 4,800+ annually by tracking projects through defined Jira stages, managing lead flow in Monday.com, monitoring schedule dependencies, and escalating stalled projects to distributed delivery teams.
- Coordinated 3 core stakeholder groups across 400+ monthly installations by centralizing dealer, installation-company, and customer schedules, installation budgets, permitting requirements, vendor dependencies, and project updates within Salesforce.
- Established centralized performance visibility across sales operations by building a Google Sheets KPI system with standardized form-based intake, automated representative-level data collection, and consolidated leadership reporting.
- Accelerated operational readiness across distributed sales and support teams by delivering hands-on training covering Salesforce, Jira, Monday.com, workflow stages, escalation procedures, data-entry requirements, and daily operating processes.
-
June 2023 – Apr 2024
Operations Manager
DUAL North America (Howden Group) · Hybrid
- Captured $120,000 in annual cost savings by mapping current-state processes, identifying manual handoffs and workflow bottlenecks, redesigning operating procedures, and implementing workflow automation through Jira and SharePoint.
- Prevented $45,000 in lost premiums by performing root-cause analysis on reconciliation errors and building detection controls that surfaced discrepancies before they affected premium collection.
- Strengthened controls across 4 core Policy Administration System functions by administering carrier configurations, user roles and security, claims data, and producer management to preserve data integrity and system governance.
- Reduced post-release defects 30% by translating business requirements into test scenarios, executing UAT and regression testing, documenting defects, and validating corrections before Agile production releases.
-
Jul 2021 – Jun 2023
Data & Business Analyst
Pistil Data · Remote
- Generated $90,000+ in upsell revenue within 6 months by analyzing customer purchasing patterns with SQL and Python in Snowflake, segmenting accounts by behavior, and surfacing high-propensity expansion opportunities for commercial teams.
- Eliminated 80% of manual data gathering by replacing fragmented reporting processes with Sigma dashboards that centralized sales KPIs, automated recurring visibility, and accelerated performance analysis.
- Improved vendor management and GTM prioritization by combining customer segmentation, vendor-performance analysis, and predictive analytics to rank operational and commercial opportunities by potential impact.
-
May 2021 – May 2022
Data & Business Analyst
National Cancer Institute (INCA) · Remote
- Improved lab efficiency by 30% by running sequencing quality-control analyses in Python and R to streamline manual review.
- Lowered genomic data errors by 20% by building repeatable ETL pipelines and data validation workflows.
-
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.
-
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.
EDUCATION
Bachelor of Science, Business Administration and Information Technology | California Miramar University
Certificate in Information Technology Systems | San Diego University for Integrative Studies
Bachelor of Science, Biomedical Informatics | Federal University of Health Sciences of Porto Alegre / UFCSPA
SKILLS & TOOLS
How I build, run, and measure operations
Operations Management
- Operations Management
- Business Operations
- Operational Strategy
- Operational Excellence
- Operational Planning
- Process Improvement
- Process Optimization
- Business Process Reengineering
- Workflow Optimization
- Process Standardization
- Continuous Improvement
- Service Delivery
- Operational Controls
- Operational Efficiency
- Standard Operating Procedures
- Scalable Operations Design
- Client Lifecycle Management
- Onboarding & Retention Operations
- Customer Support Operations
- E-commerce Operations
- Inventory & Fulfillment Operations
Program & Project Operations
- Program Management
- Project Management
- Program & Project Delivery
- Project Execution
- Project Coordination
- Cross-Functional Operations
- Workflow Management
- Milestone Tracking
- Dependency Management
- Resource Allocation
- Resource Planning
- Capacity Planning
- Prioritization
- Scheduling
- Risk Management
- Issue Resolution
- Escalation Management
Financial & Revenue Operations
- Revenue Operations
- Accounts Receivable
- Payment Recovery
- Collections
- Payment Plan Restructuring
- Billing Operations
- Reconciliation
- Billing Reconciliation
- Commission Reconciliation
- Receivables Aging
- Revenue Recovery
- Revenue Reporting
- Budget Management
- Spend Planning
- Variance Analysis
- Cost Reduction
- Cost Controls
Sales Operations & CRM
- Sales Operations
- CRM & Pipeline Architecture
- Pipeline Management
- Salesforce, HubSpot & GoHighLevel Administration
- Lead Management & Routing
- Sales Forecasting Support
- Sales KPI Reporting
- Sales Enablement
- Performance Analysis
Performance & Analytics
- KPI Development
- KPI Dashboards
- KPI Tracking
- Executive KPI Scorecards
- Performance Management
- Performance Metrics
- Performance Reporting
- Operational Analytics
- Data Analysis
- Executive Reporting
- Dashboard Design
- Trend Analysis
- Root Cause Analysis
- Customer Segmentation
- Predictive Analytics
- Forecasting
- Data Quality
- Data Standardization
- Process Metrics
- Bioinformatics Data Analysis
- Data-Driven Decision-Making
Leadership & Stakeholder Management
- Cross-Functional Leadership
- Team Leadership
- Team Management
- Team Coordination
- Stakeholder Management
- Vendor Management
- Executive Communications
- Training & Enablement
- Employee Onboarding
- Change Management
- Decision Support
Systems, AI & Automation
- Workflow Automation
- Business Process Automation
- Systems Integration
- CRM Administration
- Database Design
- Database Optimization & Indexing
- AI-Enabled Operations
- AI Agent Development
- AI Inbox Triage & Exception Routing
- AI-Assisted Reporting & Dashboards
- Inventory & Order Tracking Automation
- Calendar & Scheduling Automation
- Help Desk & Ticketing Setup
- Requirements Gathering
- Process Mapping
- Process Documentation
- ETL Pipelines
- Data Validation
Business Analysis & Delivery
- Business Analysis
- Functional Requirements
- SDLC & Agile
- UAT & Quality Assurance
- Regression Testing
- Test Scenario Design
- Defect Tracking
- Risk Assessment
- Risk Mitigation
- Data Governance
- System Governance
Tools
- Salesforce
- HubSpot
- GoHighLevel
- Airtable
- Trello
- Jira
- Monday.com
- SharePoint
- Zapier
- SQL
- Python
- R
- Snowflake
- Sigma
- Power BI
- Tableau
- Google Colab
- Google Sheets
- Excel (Advanced)
- PandaDoc
- Slack
- Lovable
- OpenClaw
- Antigravity IDE
- Confluence
- Smartsheet
- Asana
- Microsoft Project
- Power Automate
- Make
- Figma
- Lucidchart
- Miro
- Notion
- QuickBooks
- QuickBase
- Workday
- ServiceNow
- Azure DevOps
- Postman
- Freshdesk
- Shopify
- Google Workspace
- Google Calendar
- Zoom
- Discord
- pandas
- NumPy
- scikit-learn
- Biopython
- ChatGPT
- Copilot
- Gemini
- Claude
Languages
- English (Fluent)
- Portuguese (Native)