MARY SMITH

Achieved 15% Cost Reduction

Managed a $1.5M annual budget at Valuize and achieved a 15% cost reduction through strategic vendor negotiations, process optimization, and resource reallocation.

Reduced Training Costs by 30%

At TapSnap, training costs were cut by 30% and onboarding time was reduced by 66% through a comprehensive program redesign.

Untapped Revenue | Contract/Outsourced | Remote

Digital marketing agency serving fitness studios, $1.5M revenue. Brought in to build operational infrastructure and strategic planning systems during growth phase.

• •Built comprehensive financial model projecting four growth scenarios to $4M revenue, including unit economics analysis, pricing sensitivity modeling, and resource capacity planning that informed $200K+ hiring decisions
• •Led company-wide implementation of Entrepreneurial Operating System (EOS), designing scorecards, facilitating quarterly planning, and establishing accountability frameworks that improved cross-team alignment
• •Designed and executed hiring strategy for key operational roles, including compensation structures, interview frameworks, and role definitions that attracted senior talent within budget constraints
• •Architected integrated systems infrastructure connecting Airtable (client management), Rippling (HRIS/payroll), QuickBooks (financials), and ClickUp (operations), eliminating manual data entry and enabling real-time reporting
• •Streamlined onboarding and compliance processes by implementing HRIS system, reducing administrative overhead by 30% while improving employee experience

High Touch Consulting | Freelance | Remote

Fractional operations consulting for small businesses and startups requiring strategic infrastructure and systems implementation.

• •Reduced client deliverable turnaround time by 30% for boutique SaaS recruitment agency by redesigning workflows, implementing automation, and establishing clear handoff protocols
• •Created comprehensive business playbooks for multiple small businesses, documenting sales strategies, operational processes, and growth frameworks tailored to each company's stage and needs
• •Implemented and integrated HubSpot CRM, CMS, and ATS for multiple clients, improving lead management efficiency, data synchronization, and recruitment pipeline visibility
• •Led cross-functional optimization projects, identifying bottlenecks and implementing systematic solutions that improved team collaboration and operational efficiency

Valuize | Full-time | Remote

B2B SaaS consulting firm partnering with enterprise technology companies (Splunk, VMware) on customer lifecycle strategy and Net Dollar Retention optimization.

• •Served as strategic advisor to CEO, COO, and President, providing financial analysis, scenario planning, and operational recommendations that informed key business decisions and growth strategy
• •Managed $1.5M annual budget, achieving 15% cost reduction through strategic vendor negotiations, process optimization, and resource reallocation while maintaining service quality
• •Led US office setup including cross-border financial reporting, HR compliance, payroll integration, and dual-currency operations (CAD/USD), ensuring seamless expansion and regulatory compliance
• •Designed and implemented EOS scorecards capturing company-wide metrics with weekly, monthly, and quarterly reporting cadences that improved visibility and accountability
• •Optimized talent acquisition and onboarding, reducing HR operational hours by 10 hours per week through process automation, template standardization, and system integration
• •Implemented resource planning tools that increased consultant utilization rates and revenue capacity, enabling the company to scale consulting delivery without proportional headcount growth

TapSnap | Full-time | Vancouver, BC

Interactive event technology franchise network with 350+ global partners.

• •Cut franchisee training costs by 30% and reduced onboarding time by 66% through comprehensive program redesign, eliminating redundancies and implementing scalable training materials
• •Reduced support calls by 40% by creating franchisee support function, developing self-service resources, and implementing proactive communication protocols
• •Established Franchise Advisory Council to enhance franchisee feedback loop and senior management dialogue, improving network satisfaction and operational alignment