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Paula Gorman

Executive Business Operations Leader specializing in SaaS implementations and digital transformation

Lift GroupUniversity of San FranciscoPetaluma, CA10 Years ExperienceExecutive Level

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About

Operations-focused leader/consultant who has built corporate teams from scratch and redesigned customer success vs. implementation workflows for scalable new-client onboarding. Uses structured operational audits (tools, contracts, process mapping) to identify redundancies and automation opportunities, then drives adoption through team buy-in. Also mentors cross-functional leaders and has been retained for post-acquisition systems integration.

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Key Strengths

  • Built teams from the ground up and established org structure, processes, and systems
  • Separated implementation from customer success and created standardized onboarding phases/steps
  • Improved onboarding execution by introducing a project management tool and enabling time-to-value reporting
  • Runs operational audits across tools, contracts, and processes to identify redundancies, gaps, and automation opportunities
  • Creates comprehensive system/process maps and drives change through stakeholder buy-in before implementation
  • Mentors cross-functional leaders by embedding development into real work; trusted for post-acquisition systems integration

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Experience

Owner & Fractional Head of OperationsLift Group · Jun 2022 – Presentfreelance
Head of ImplementationWorkboard · Mar 2022 – Feb 2023
Director, Customer SuccessWorkboard · Nov 2021 – Mar 2022
Head of Customer SuccessFormation · May 2021 – Nov 2021
Senior Manager, Customer Success OperationsFormation · Feb 2020 – May 2021
Lead Program Manager, Deployment & OperationsPlenty · Dec 2017 – Jan 2020
Senior Program Manager, Deployment & OperationsFellow Robots · Jul 2016 – Nov 2017

Education

University of San Franciscobachelor, Exercise & Sports Science (2010)

Skills

Process ImprovementWorkflow AutomationChange ManagementAutomationProgram ManagementBusiness OperationsOperational ExcellenceDigital TransformationLean Six SigmaCross-Functional TransformationOperational ScalingWorkflow SimplificationTech Stack EvaluationTool ConsolidationSystems Modernization

Languages

English

Certifications

Lean Six Sigma Black Belt

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Connect with Paula

Paula already has a relationship with Reval, so a warm intro from us gets a much better response than cold outreach.

Typically responds within 24 hours

Recommended

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Hire with Reval

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Paula GormanExecutive Business Operations Leader specializing in SaaS implementations and digital transformation