Bio

Jonathan Perez coordinates multi-stakeholder projects at Halyard Consulting, translating business goals into clear milestones and deliverables. He keeps teams aligned through tight meeting notes, action tracking, and risk/issue logs, ensuring momentum from discovery through rollout.

Jonathan also supports client outreach and QA, standing up call scripts and CRM pipelines, validating chatbot/voicebot behaviors against acceptance criteria, and curating knowledge bases so agents answer with accuracy and accountability.

Focus Areas

Project Management Client Outreach & CRM Chat & Voice Agent QA Documentation & SOPs Scheduling & Logistics Meeting Notes & Follow-ups Knowledge Base Curation

Notable Work

• Project Management — AI Modernization — Drove coordination, timelines, and status reporting; aligned discovery, prototype, and pilot milestones with stakeholder priorities.
• Outbound program setup — Implemented outreach workflows and call cadences; organized CRM stages for visibility from lead to meeting.
• Auto Caller QA & scripts — Assisted with conversational flows, test cases, and pass/fail criteria for Halyard’s outbound voice agent.
• Knowledge base curation — Structured source content into reusable, source-linked snippets to improve retrieval and reduce escalation load.

Approach

Jonathan works within Halyard’s Agile Methodology—short cycles, measurable KPIs, and continuous feedback. He emphasizes progress you can see: crisp updates, on-time handoffs, and reliable releases that move from prototype to pilot to production with minimal friction.