Open to opportunities

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@firstlast2

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Remote CRM and dialer specialist optimizing workflows with AI and 16+ years' experience.

United States

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What I'm looking for

I seek stable, remote roles leveraging CRM and dialer expertise, AI-driven workflow improvements, accurate verification, and collaborative operations with fair compensation.

I am a tech-savvy remote professional with over 16 years of hands-on experience in CRM systems, dialer operations, and client communication. I consistently deliver accurate data, compliant processes, and high-quality call outcomes while supporting large-scale outreach programs.

My background includes daily use of platforms such as Ultipro, Vicidial, DialDrive, Five9, HubSpot, Salesforce, and VanillaSoft, where I routinely managed 100–300 verification calls and maintained precise records. I have a proven track record working with major national insurance carriers and ensuring data accuracy and verified conversions.

I quickly adopt AI tools and automation platforms—like ChatGPT, Pictory, TubeMagic, Canva, InVideo, and Photopea—to boost efficiency, reduce errors, and streamline cross-system communication. My strengths include data entry, client verification, compliance tracking, and collaborating with sales and operations teams.

I prefer long-term, stable remote positions but remain open to contract roles with fair hourly compensation. I bring reliability, attention to detail, and a commitment to continuous improvement through technology to every role.

Experience

Work history, roles, and key accomplishments

Current

Verification Representative

Current

Datalot / Centerfield Insurance Services

Jan 2021 - Present (4 years 9 months)

Handled 100–300 verification calls daily across multiple CRM and dialer systems, ensured data accuracy and compliance with major carriers, and consistently ranked among top performers for accuracy and call quality.

UltiPro VICIdial DialDrive Five9 HubSpot Salesforce Data Entry & Compliance

DME Telesales Verification Rep

CVR Pros

Nov 2016 - Oct 2021 (4 years 11 months)

Verified Medicare and DME patient orders, maintained compliance documentation, and updated CRM records to ensure accurate order processing and coordination with sales teams.

CRM Management Data Entry & Compliance Documentation Salesforce HubSpot Cross Functional Communication

Appointment Setter

Real Love

Jan 2014 - Jan 2016 (2 years)

Scheduled client appointments and maintained organized CRM call logs for follow-up and outreach campaigns, improving lead tracking and remote team coordination.

Appointment Setting Outreach Client Communication Google Docs Data Entry

Senior Program Coordinator

American Children’s Cancer Association

Jan 2010 - Jan 2014 (4 years)

Coordinated media coverage and community outreach for nonprofit events, managed scheduling and donor follow-ups, and developed tracking systems for detailed contact and project records.

Program Coordination Outreach Media Relations Scheduling Donor Follow Up