Sam

CRM & Systems Lead (GoHighLevel + AI Integrations)

Sep 2024 - Jan 2025 • 4 mos

Key Contributions: -Architected scalable CRM and automation infrastructure supporting lead intake, pipeline workflows, onboarding, follow-ups, and fulfillment systems -Built custom REST API + webhook integrations to sync external platforms with CRM data, including automation triggers, field mapping, and data transformation -Developed executive KPI dashboards in Looker Studio, consolidating pipeline, campaign, and operational performance reporting -Implemented custom front-end intake systems using Jotform API, enabling repeatable multi-submission forms and workflows not possible with native CRM forms -Designed reusable automation templates and standardized workflow architecture to streamline deployment across multiple campaigns -Led internal execution by prioritizing technical initiatives, reviewing builds, and mentoring team members on automation best practices

Automation Engineer

Aug 2023 - Sep 2024 • 1 yr 1 mo

Key Contributions: -Managed and optimized the company’s full automation stack: GoHighLevel, Zapier, Make, Slack, ClickUp -Built automated systems for onboarding, client fulfillment workflows, and recurring weekly reporting -Developed custom CRM improvements including support portals, internal dashboards, and operational tracking systems -Ensured A2P compliance and messaging reliability for SMS automation systems -Built AI-powered automations inside GoHighLevel (including lead engagement bots and inbound follow-up logic) -Delivered ongoing troubleshooting, workflow optimization, and long-term system scaling improvements