RooCruit Candidate:
Roo1326
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About the Candidate
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.
Area of Expertise
HubSpot CRM (Pipelines, Lists, Automation, Reporting, Contact Management), Sales Automation & Follow-up Workflows, Email Campaign Tracking & Optimization, CRM Data Cleanup & Segmentation, Task Management & Deal Staging, Client Lifecycle Management, Lead Qualification & Scoring, Salesforce, Genesys, SanFin, Dynamics 365, Google Workspace, Excel (Pivot Tables, VLOOKUP)
Experience & Availability
International Experience:
Yes
Availability:
10, 20 or 40 hours a week
Years Experience:
4
Current and Previous Roles:
Relevant Experience
Job Title: Financial Advisor & Client Coach
Duration: 4
Key Responsibilities: 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.
