How Vanessa gets it done

The tools she reaches for, the programs she builds, and the way she works with people.

Technical stack

Every tool named on her résumé

SQL

Wired Mode dashboards with SQL so EBR decks refreshed themselves, cutting prep time 28%.

Mode

Self refreshing business review dashboards that replaced one off deck building.

HubSpot

Built account management journeys and touchpoints for segment customers.

Zapier

Kept client integrations reliable across Hubflo implementations.

Stripe

Managed SaaS integrations connecting client billing systems.

Xero

Managed SaaS integrations for client finance workflows.

Calendly

Managed scheduling integrations across client systems.

Zendesk

Oversaw support operations and held participant SLAs under 24 hours.

Slack

Ran Voice of the Customer calls and cross team prioritization channels.

And when the tool she needs doesn't exist, she builds it: ImplementHubFlo, her own client facing and internal implementation tracker, plus a Hubflo batch automater that chains bulk API calls to onboard clients far faster.

Programs she builds

Frameworks she designed and rolled out herself, not inherited.

Customer journey mapsTiered touchpoint modelsOnboarding playbooksRetention and churn playbooksEscalation and win back playbooksNPS programsVoice of the Customer forumsCustomer Health Score modelsKnowledge basesTraining webinars and video librariesQBR and EBR programsCase study processes

How she works

Soft skills that show up in the record across every role.

Strategic planning

Strategic partnerships

Account management

Building and leading teams

Relationship building

Presenting

Customer escalation

Management

Organization

Creative problem solving

Want these in context?

Ask the portfolio assistant how a skill showed up in a real role.