about us

We can help you streamline your processes, reduce manual work, and prepare for the future by setting up automations that will make your business more efficient and less time-consuming.

Monica Baltz

 
As a Business and Technology Consultant, I am responsible for analyzing business processes and functionality of existing technology in place and determining need for further support, recommending additional resources to optimize and streamline operations. I drive the adoption, optimization, and iteration of the Salesforce platform to improve processes and data quality. I also resolve issues pertaining to data clean up and database management.
 
In my career, I have a proven track record in helping businesses to streamline their operations, improve their bottom line, and become more competitive in their markets. I am also well-versed in a variety of industry-leading software applications and platforms, and have a keen understanding of how to integrate these technologies into business systems.
 

In addition to my technical skills and experience, I also have outstanding communication and interpersonal skills. I am able to effectively manage relationships with clients, vendors, and other stakeholders. I am also a highly analytical thinker, and have a keen eye for detail.

 

In my previous role of Director of Sales and Marketing Operations,  I oversaw process improvement projects; completed data management and analysis; forecasting, sales training; productivity measurement; and implementation of sales and marketing initiatives. In addition to those responsibilities, I acted as the technical administrator for Salesforce, SharePoint, and InsightSquared for the Sales and Marketing departments; managing a team of 6 direct reports and 16 total people that were responsible for lead generation, business analytics, and marketing education.

 

If you catch me outside of work, you might find me hopping on a plane in search of an adventure, climbing a mountain, volunteering at an animal rescue center, or seeking out the nearest hammock to curl up and read a good book. Any photos you see on the website are actually ones I took during my travels.