As an Independent Business Automation Specialist, I design, build, and end-to-end test workflows for client intake, onboarding, CRM, customer support, finance, reporting, and AI-assisted processes. I focus on reliable handoffs, data validation, duplicate prevention, and exception handling.
For client intake, I built a workflow that checks and scores submissions, detects duplicates, and routes applicants to the right outcome. It also updates HubSpot, sends applicant emails and Slack notifications, and logs results.
At Load Lab, I coordinated a remote team and managed day-to-day operations. I also automated repetitive tasks and built CRM workflows and integrations using Bitrix24, amoCRM, Zapier, and Make.
