
Cheryl Roa
@cherylroa
I build CRM and marketing automations that streamline customer journeys and scale businesses.
What I'm looking for
I've helped agencies, SaaS companies, ecommerce brands, coaches, and service businesses automate customer journeys and streamline marketing operations for more than seven years.
At Phlash Consulting, Elev8 Growth System, WeBreathSuccess, BConnectedWorld, Global Woman, and SimpleCFO, I built GoHighLevel workflows, sales pipelines, funnels, email campaigns, landing pages, and third-party integrations. I’ve also managed WordPress sites, Shopify email flows, Klaviyo automations, A2P approvals, domains, and SaaS systems.
As a freelance CRM Automation Specialist on Upwork, I implement CRMs, automate workflows, connect APIs, and develop WordPress pages and funnels using GoHighLevel, Klaviyo, ActiveCampaign, Zapier, Make, and AI tools.
Experience
Work history, roles, and key accomplishments
Digital Marketing Technical Assistant
Phlash Consulting
Mar 2025 - Jun 2026 (1 year 3 months)
Onboarded client snapshots, set up basic GHL configuration, built CRM automations, managed WordPress websites, integrated third-party applications, maintained marketing systems, managed email marketing campaigns, handled A2P campaign approval, SaaS management, and Zapier management and integration.
Education
Degrees, certifications, and relevant coursework
Father Saturnino Urios University
Bachelor of Science, Information Technology
2011 - 2017
Pursued a Bachelor of Science in Information Technology, gaining a strong foundation in technical and IT skills.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
Job categories
Skills
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