Candidate Profile

    Roo1326

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    About

    Results-driven CRM and client engagement specialist with proven success in optimizing workflows, tracking leads, and boosting conversion using platforms like HubSpot, Salesforce, and Dynamics 365. Known for delivering high-impact automation, clean CRM architecture, and consistently top-rated client experiences. Excels in environments that value detail, consistency, and results you can measure.

    Proficient in

    HubSpot CRM (PipelinesListsAutomationReportingContact Management)Sales Automation & Follow-up WorkflowsEmail Campaign Tracking & OptimizationCRM Data Cleanup & SegmentationTask Management & Deal StagingClient Lifecycle ManagementLead Qualification & ScoringSalesforceGenesysSanFinDynamics 365Google WorkspaceExcel (Pivot TablesVLOOKUP)
    International

    Yes

    Availability

    Part-time or Full-time

    Experience

    4 years

    Previous Roles

    3

    Work History

    Credit Controller & Digital Specialist
    Financial Advisor & Client Coach
    Online English Teacher

    Key Responsibilities in Most Recent Role

    Job Title: Financial Advisor & Client Coach

    4 years
    • Segmented and nurtured leads within HubSpot CRM for targeted financial follow-ups.
    • Implemented structured outreach plans that resulted in improved client responsiveness and trust.
    • Logged all activity in CRM to maintain clean data and accurate pipeline reporting.

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