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Business Systems, CRM Automation and Website Solutions
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Expérience professionnelle
Freelance
Freelance • 2 yrs 6 mos
Independent Business Systems & Automation Specialist
Jan 2026 - Present • 9 mos
Configure and test business software environments for practical operational use. My work includes CRM administration, helpdesk configuration, workflow design, user permissions, integrations, notifications, data fields, testing and documentation. I approach each setup by understanding the business process, mapping the required system structure, configuring the platform, testing common user scenarios and documenting the final configuration for handover.
Automation & Integration Specialist
Jan 2025 - Present • 1 yr 9 mos
Build and troubleshoot connected workflows between CRM, communication, database and AI tools. My work covers trigger design, field mapping, conditional logic, webhooks, API connections, error handling and testing. Projects are approached in stages so each automation can be verified before additional steps are introduced, making the workflow easier to maintain and troubleshoot.
CRM Systems Specialist
Business • Freelance
Aug 2024 - Dec 2025 • 1 yr 4 mos
Configure CRM environments around the way sales and service teams operate. My work includes pipelines, contact fields, tags, lead routing, task assignment, follow-up workflows, notifications and reporting. I focus on creating a clear operating structure, testing common lead journeys and providing practical guidance so teams can manage their CRM confidently after setup.