Experienced operators. Not just advisors.
Fallon sets the strategic direction and personally leads select engagements. Our team of operators, documenters and recruiters delivers the work, and stays on to make sure it sticks.
Fallon Scott, CPA
CPA and Lean Six Sigma certified. Former KPMG auditor and founding member of Delta Air Lines' Internal Audit and Enterprise Risk Management practice. Co-founder of an all-inclusive wedding and event venue that grew 11x in 12 months. The auditor diagnoses. The operator fixes.
Operations Manager & Head Recruiter
Bachelor's in psychology with ten years across HR, recruiting and operations, including senior recruiting for a UK firm. With Fallon since 2019, and runs operations for an all-inclusive wedding and event venue that grew 11x in a year.
- Runs the firm's day-to-day operations
- Leads recruiting and placement for client roles
- Interviews and screens every candidate we present
Process & Product Management Lead
Lean Six Sigma Black Belt and certified Project Management Professional, with a bachelor's in engineering and an MBA.
- Designs and streamlines processes across client operations
- Product manages custom platform builds, translating operational needs for the engineering team
- Tests features and keeps builds on track
- Designs roles, team structure and training
Technical Project Manager & Documentation Lead
PMP and agile-certified project manager with a bachelor's in information technology and 5+ years delivering fintech and SaaS projects, owning requirements, SRS and BRD documentation through go-live. Builds AI agents that automate operations reporting.
- Runs delivery between our team and engineering partners
- Owns requirements and documentation from scope to go-live
- SOPs, workflows and process maps a new hire can follow
- Builds AI agents that automate project operations
AI Governance & Risk Lead
MBA in organizational development and a bachelor's in integrated marketing communication, with a certificate from MIT in Designing and Building AI Products and Services. Certified AI Design Sprint facilitator, SAFe 4 Practitioner and University of Washington Inclusive Product Management Accelerator fellow. Eighteen years in bank compliance and risk, including twelve product managing compliance technology for major U.S. banks, and now evaluates and governs AI use cases inside a top 20 U.S. bank.
- Evaluates AI use cases for business value, readiness and risk
- Leads risk and control self-assessments and control design
- Writes AI governance policies, approvals and executive risk reporting
- Product manages compliance technology from requirements to launch
Process & Automation Lead
Bachelor's in business administration and a master's in management, with nine-plus years in executive support and operations. Builds automations in n8n, Make, Zapier and Claude, CRMs in GoHighLevel and HubSpot, and works across Google Workspace and Microsoft 365 environments.
- Builds the automations and AI workflows behind our delivery
- Migrates and configures CRMs
- Tests every workflow before it goes live
Marketing & Creative Operations Lead
Bachelor's in multimedia arts, graduated with honors, and 8+ years in marketing, brand and operations across the US, Europe and Asia-Pacific.
- Brand strategy, content and campaign design
- Websites in WordPress and Shopify
- Marketing automation in HubSpot, Klaviyo and ActiveCampaign
- Franchise manuals, brand guidelines and SOPs
Skilled offshore talent, without the corporate gatekeeping.
As a founding member of Delta Air Lines' Internal Audit and Enterprise Risk Management practice, Fallon regularly flew to Manila, Philippines to audit the airline's outsourced operations. She saw degreed, experienced professionals doing excellent work for large corporations, and paid well by local standards.
Small businesses rarely get access to that talent. Our recruiting team places executive assistants, operations support, bookkeepers and marketing specialists into the businesses we work with.
A founder asked us to recruit a junior operations hire to run the processes we built in her transformation engagement. She liked the candidates so much she hired two, then asked us to find her bookkeeper.