Damilare

CRM & Financial Services Automation Specialist

Sep 2026 - Present • 0 mos

I am working on CRM and automation projects for insurance, lending, fintech, and financial advisory teams, helping them bring scattered customer information and manual processes into one more organized workflow. A large part of the work involved improving how new inquiries entered the CRM and what happened afterward. I connected lead sources, forms, websites, calendars, and communication tools with platforms such as HubSpot, Salesforce Financial Services Cloud, Microsoft Dynamics 365, LeadSquared, Creatio, and Zoho CRM. Contact fields, lead sources, service interests, assigned representatives, and pipeline stages were mapped so teams could work with cleaner and more consistent data. For insurance teams, Applied Epic, AMS360, EZLynx, and HawkSoft were used as part of the wider workflow. I helped connect customer and prospect information with CRM processes and built follow-up tasks, notifications, assignment rules, and activity tracking around the systems already being used by the agency. Mortgage and lending projects involved platforms including Jungo, BNTouch, Surefire, Velocify, Bonzo, Total Expert, and Aidium. I set up processes for new borrower inquiries, lead distribution, follow-up activities, appointment scheduling, and pipeline movement. Automation through Zapier and Make was used when a process required information to move between different applications. On the advisory side, I worked with Wealthbox, Redtail CRM, Practifi, AdvisorEngine CRM, Advyzon, and SmartOffice to organize prospect and client information, advisor tasks, onboarding steps, reminders, and relationship-management activities. I also handled the less visible parts of these projects—checking field mappings, testing triggers, finding failed automations, cleaning duplicate records, reviewing webhook or API connections where available, and making sure workflows behaved correctly before they were put into regular use.

Financial CRM & Workflow Specialist

Jul 2026 - Sep 2026 • 2 mos

Supported CRM implementation and workflow automation for financial advisors, wealth managers, investment teams, and client-service professionals. My work focused on creating organized systems for prospect management, client onboarding, advisor follow-up, relationship tracking, and internal task management while keeping client information structured across the team's technology stack. For advisor and wealth-management operations, I configured Wealthbox, Redtail CRM, Practifi, AdvisorEngine CRM, Advyzon, and SmartOffice around the firm's existing client-management processes. This included organizing contact records, household information, relationship stages, advisor assignments, activities, follow-up tasks, and client-service workflows so teams could manage relationships from a centralized system. I built prospect and client onboarding workflows that connected intake forms and CRM records with automated task creation, notifications, document requests, meeting preparation, and follow-up activities. Where supported, integrations were configured to move relevant information between systems and reduce repetitive data entry for advisors and client-service teams. For firms using HubSpot and Zoho CRM, I created structured pipelines for prospective clients and organized follow-up workflows based on service type, relationship stage, advisor assignment, and engagement activity. I also configured email and task automation to help teams maintain consistent communication throughout the prospect-to-client journey. I worked with Salesforce Financial Services Cloud and Microsoft Dynamics 365 on more structured CRM environments, helping organize customer data, pipeline stages, workflow triggers, task assignments, reporting requirements, and integrations with other business applications. APIs, webhooks, and automation platforms were used where available to support data synchronization and workflow triggers.