At CompliancyGroup, I administer HubSpot as a Super Admin, managing CRM data, properties, workflows, imports, and reporting. I improve data quality through record cleanup, deduplication, associations, and property standardization.
I build dashboards and recurring reports for customer health, retention, and revenue visibility, and support RevOps and CX processes across customer handoffs, renewals, expansions, and lifecycle management. I also troubleshoot CRM and integration issues across HubSpot and connected business systems.
At CLEATUS AI, I configured Attio CRM fields, lifecycle stages, views, and data structure, and built Zapier automations for Sales-to-CS processes. Earlier, at Allwork.Space (Alliance Virtual Offices), I built HubSpot workflows and CRM automations for Sales and Customer Success and improved reporting through validation and dashboards.
