janine lyman

HubSpot Admin & RevOps Lead

Pearl Health

May 2025 - Sep 2025 (5 months)

Reporting to the COO - Led AI-powered transformation and operational excellence in healthcare. Architected comprehensive HubSpot ecosystem transformation achieving 40%+ operational improvements across reporting dashboards, data hygiene, and sales team management through advanced automation and best practice implementation. Designed and deployed complex HubSpot integrations with n8n connecting CLM (Ironclad), Google Workspace, Jira, and Slack for seamless bi-directional data flow and contracting process improvements of 67%+. Implemented advanced HubSpot infrastructure: Custom project tracking objects, deal lifecycle automation, automated Slack notifications and integrations, qualification playbook workflows, bulk record management processes,

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HubSpot Admin / Head of Ops

Arcbound

Oct 2022 - Dec 2024 (2 years 3 months)

Interim COO) - Right Hand to the CEO - Translated vision into operational reality during rapid transformation. Designed, customized, and implemented comprehensive scalable CRM solution using HubSpot Enterprise (Sales, Marketing, Content, Service, and Operations Hubs) serving as single source of truth for client lifecycle management. Built custom objects and advanced workflows to manage client scopes, project deliverables, revenue tracking, and customer success initiatives with automated stage progression with 50% improvement in cross-functional efficiencies. Integrated multiple third-party applications incl. Google Workspace, Slack, Asana, Zoom, Fathom, Make, Causal, QuickBooks, and Stripe for unified data ecosystem. Migrated all finance op

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Co-Founder / Head of Ops

Invata

Jul 2021 - Nov 2024 (3 years 5 months)

Right Hand to the CEO - Built operational infrastructure while scaling team and revenue. Led enterprise HubSpot Pro implementation establishing foundation for scalable growth with automated sales and marketing workflows. Designed customer journey automation mapping buyer lifecycle stages and implementing triggered nurture campaigns resulting in 53% retention increase. Created comprehensive data infrastructure for customer onboarding tracking, success metrics monitoring, and revenue attribution reporting.

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Head of Operations

Indexic, Inc.

Dec 2018 - Apr 2020 (1 year 5 months)

Right Hand to the CEO - Optimized operations with 80% reduction in manual processes. Connected cross-functional teams through shared strategic vision, reducing churn by 18%, increasing NPS by 30%, and improving close rates by 25%. Led enterprise HubSpot Pro/Enterprise implementation eliminating data silos through unified CRM architecture. Designed sales, marketing, and social media automation workflows including lead scoring, nurture campaigns, and engagement tracking. Codified the customer lifecycle management into HubSpot from prospecting to brand ambassadorship, reducing churn by 18% and increasing NPS by 30% and close rates by 25%.

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Head of Operations

Island Windjammers, Inc.

Aug 2012 - Sep 2018 (6 years 2 months)

Right Hand to the CEO - Scaled operations across 8 Caribbean countries. Scaled revenue from $8K to $3.5M in 2yrs via 100% workflow automation from a 95% manual process.

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Bookkeeper

Various Small - Med Teams

Jan 2004 - Dec 2024 (21 years)

Detail-oriented bookkeeper with 20+ yrs designing accurate and optimized financial operations. Optimized finance ops with 20% savings streamlining bookkeeping, payables/receivables, reconciliation, payroll, tax preparation, and reporting.

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