Gabriela Jachs
Operations & Program Manager
7+ years of professional experience building the systems, workflows, and cross-functional alignment that keep operations running and reporting clear. I turn process gaps into scalable infrastructure — from CRM and pipeline management to KPI dashboards to AI-enabled automations.
ABOUT
Operations and Program Manager building systems that scale, reduce risk, and improve visibility.
I'm an Operations and Program Manager with 7+ years of professional experience, including 5 years driving cross-functional delivery, process improvement, and sales operations across remote environments. 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 business analysis and operations — and found where I create the most impact: building structure where there isn't any. I close the gaps between teams, 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, SaaS, and life sciences, I've managed teams and budgets, owned CRM and pipeline management, and delivered sales KPI reporting and forecasting support to leadership. I've recovered lost revenue, reduced billing discrepancies, automated manual workflows, and built dashboards that gave leadership real visibility into performance.
My edge is the combination of analytical depth and operational execution, amplified by AI. I don't just identify the problem — I build the systems and automations to prevent it from recurring.
What I do
- Lead cross-functional programs from discovery through delivery and adoption.
- Own CRM and pipeline management, sales KPI reporting, and forecasting support for leadership.
- Design workflow automation and AI-enabled systems that eliminate inefficiency and improve reporting.
How I work
- Plan: align stakeholders, define scope, establish governance, and set success metrics.
- Measure outcomes: track adoption, cycle time, defect reduction, and accuracy improvements.
- Ship safely: iterate in phases with UAT, testing, and rollout support.
Toolbox
- Salesforce
- HubSpot
- Jira
- Monday.com
- Trello
- Confluence
- SharePoint
- Power BI
- Tableau
- Zapier
- Power Automate
- Google Colab
- Smartsheet
- Asana
- Microsoft Project
- Azure DevOps
- Snowflake
- QuickBooks
- Excel (Advanced)
- Google Workspace
- Slack
- Python
- SQL
- OpenClaw
FEATURED PROJECTS
Programs built, systems shipped, operations made measurable
Palmetto Energy Solutions
Team Leadership & Automated Revenue Reconciliation
Led a team of 8 and managed an ~$80K/month operational budget while reporting to the CEO. Built an automated billing recovery and reconciliation pipeline using Python, Google Colab, and Zapier, and delivered AI-enabled analytics dashboards and weekly KPI presentations to leadership.
- Team of 8 managed
- $60K recovered
- −90% billing discrepancies
- +20% resolution efficiency
DUAL North America – Howden Group
Process Reengineering & Operational Governance
Supported business process reengineering and workflow automation in Jira and SharePoint. Built an error-detection and reconciliation engine, performed bordereau and scorecard validation, and owned UAT and regression testing across operational teams.
- $120K annual cost savings
- $45K in prevented losses
- −30% post-release defects
Pistil Data
Sales Analytics & GTM Dashboard Build
Designed Sigma dashboards aligned to business requirements, delivering KPI visibility into sales performance and customer behavior. Analyzed purchasing trends in Snowflake and Python to surface go-to-market recommendations for three GTM teams.
- $90K+ upsell revenue
- −80% manual data gathering
Time Wise Luxury
AI Agent & Cross-Platform Automation Build
Built and deployed an AI agent (OpenClaw) to organize leads, track KPIs, and automate scheduling, plus a cross-platform automation system integrating HubSpot, Shopify, eBay, Zapier, and Google Sheets. Replaced manual listing and data entry that previously took up to a week.
- ~20 hrs/week saved
- Near-zero entry errors
Freelance · Solar Industry
Solar Operations & Pipeline Management
Tracked a high-volume operational pipeline of 400+ installs and projects per month through Jira and Salesforce, serving as the point of contact across dealers, installers, and customers. Built a sales KPI tracking system from scratch in Google Sheets and onboarded new sales reps and support staff.
- 400+ installs/projects per month
Freelance Consultant
Water Filtration Startup Operations Build
Built end-to-end operational and marketing systems; automated fulfillment and support through Freshdesk and Shopify integrations.
EXPERIENCE
-
Oct 2025 – Present
Operations Manager
Time Wise Luxury · Remote
- Connected and aligned sales, marketing, support, and customer success teams, standardizing handoffs and communication to keep operations running smoothly.
- Saved ~20 hours per week by building a cross-platform automation system integrating HubSpot, Shopify, eBay, Zapier, and Google Sheets, replacing manual listing and data entry that previously took up to a week.
- Built and deployed an AI agent (OpenClaw) that organizes and tracks leads, monitors KPIs, and automates weekly scheduling, significantly reducing manual effort across daily operations.
- Own and maintain core business systems, the company website, and the integrations and automations connecting tools across the business, reducing manual entry errors to near zero.
- Managed end-to-end order operations, including invoicing, shipping labels, fulfillment tracking, and issue resolution, ensuring accurate and on-time delivery.
-
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%.
-
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.
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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%.
-
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.
-
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%.
-
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
From sales operations to AI automation — the full stack of how I work
Sales & Revenue Operations
- Sales Operations
- Revenue Operations
- Pipeline Management
- Sales Forecasting Support
- CRM Administration (Salesforce, HubSpot)
- Sales KPI Reporting
- Sales Enablement
- Lead Management & Routing
- Performance Analysis
- Team Management
- Budget Management
Program & Operations Management
- Operations Management
- Program & Project Delivery
- Cross-Functional Leadership
- Portfolio Management
- Process Improvement
- Continuous Improvement
- Operational Excellence
- Process Mapping
- Business Process Reengineering (BPR)
- Workflow Automation
- Standard Operating Procedures (SOPs)
- Scalable Operations Design
- Stakeholder Management
- Change Management
AI & Automation
- AI-Enabled Operations
- AI Agent Development
- Workflow Automation
- AI-Assisted Reporting & Dashboards
- Process Documentation
- Systems Integration
Business Analysis & Delivery
- Business Analysis
- Requirements Gathering
- Functional Requirements
- SDLC & Agile
- UAT & Quality Assurance
- Root Cause Analysis
- Risk Assessment
- Risk Mitigation
- Data Governance
- Budgeting
Data & Analytics
- SQL
- Python
- Power BI
- Tableau
- Sigma
- Excel (Advanced)
- Dashboard Design
- Data-Driven Decision-Making
- Data Validation
- KPI Tracking
- Performance Metrics
Tools
- Salesforce
- HubSpot
- SQL
- Python
- Power BI
- Tableau
- Sigma
- Excel (Advanced)
- Jira
- Confluence
- SharePoint
- Smartsheet
- Asana
- Trello
- Microsoft Project
- Monday.com
- Google Colab
- Zapier
- Power Automate
- Make
- Figma
- Lucidchart
- Miro
- Notion
- QuickBooks
- Snowflake
- Workday
- ServiceNow
- Azure DevOps
- Postman
- FreshDesk
- Google Workspace
- Zoom
- Slack
- Discord
- OpenClaw
- ChatGPT
- Copilot
- Gemini
- Claude
Languages
- English (Fluent)
- Portuguese (Native)