James Yao
@jamesyao
I build AI-powered CRM and workflow automations that replace manual busywork with scalable systems.
United StatesWhat I'm looking for
I build AI-powered automation systems that connect CRMs, communication tools, and AI models so teams can follow up faster and reduce repetitive manual work.
At First Family Trust - Reliable Tax Experts, I'm building a self-running recruiting CRM with 13 pipeline stages, automated candidate communications, interview scheduling with time-zone handling, and automated handoffs across HR, Operations, and leadership.
I've built churn intervention, lead routing and scoring, stale-deal rescue, Gmail triage, and multi-workflow CRM systems using n8n, HubSpot, Google Workspace, Claude, OpenAI, and Groq.
I focus on production-ready workflows with approval gates, idempotency tracking, and AI reasoning that knows when to act and when to route work to a human.
Experience
Work history, roles, and key accomplishments
Take their entire hiring process, from first application to final offer, and put it into a CRM that actually runs itself. Thirteen pipeline stages. Two interview calendars with time zone handling built in. Automated candidate communications with layered reminders. Internal handoffs between HR, Operations, and leadership that fire automatically based on where a candidate sits in the funnel. A dashb
Automation Specialist
Self Employed
Jun 2025 - Present (1 year 3 months)
Designed and built end-to-end AI-powered automation workflows for business process optimization, integrating CRMs, communication tools, and AI models.
Healthcare back-office representative experienced in processing customer requests, managing records, and supporting administrative healthcare operations with accuracy and confidentiality.
Education
Degrees, certifications, and relevant coursework
Far Eastern University
Bachelor of Technology, Information Technology
2025 - 2027
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Social media
Job categories
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