Open to opportunities

Kfir L

@kfirl

Message

I build CRM, reporting, and operations workflows that improve client retention and team coordination.

United States

Message

What I'm looking for

I'm looking for a role where I can build reliable CRM, reporting, and operational workflows, improve client retention, and coordinate teams through clear documentation and shared tracking systems.

At Mighty Apes Marketing, I built and maintained CRM record structures, Wrike account-tracking workflows, and recurring pipeline reports that surfaced at-risk accounts before renewal deadlines.

I've supported client retention through structured written follow-up, service documentation, accurate client records, and cross-functional coordination with fulfillment, marketing, and support teams.

Across Foodheart Catering, American Income Life, and Ta-Eem Grill, I've managed logistics, inventory, scheduling, sales pipelines, and checklist-based operational processes that reduce errors and keep teams organized.

Experience

Work history, roles, and key accomplishments

Account Manager, CRM & Retention Systems

Mighty Apes Marketing

Nov 2024 - Jun 2026 (1 year 7 months)

Built and maintained CRM record structures in Google Sheets, designed account tracking workflows in Wrike, and produced recurring pipeline reports. Increased client retention by standardizing written follow-up processes and coordinating cross-functional teams.

Google Sheets Google Workspace Wrike Process documentation Reporting Forecasting Account Retention Cross functional Coordination

Logistics & Events Coordinator

Foodheart Catering

Jul 2023 - Nov 2024 (1 year 4 months)

Managed inventory tracking and transportation scheduling for multi-vendor events using shared logs and checklists. Coordinated staff schedules and event logistics end-to-end, developing contingency plans that reduced scheduling conflicts.

Event Logistics Staff Coordination Checklists Documentation

Life Insurance Agent

American Income Life

Dec 2021 - Oct 2022 (10 months)

Achieved consistent sales growth through a consultative, needs-based approach. Maintained a structured client database and built a documented needs-assessment process to improve retention and satisfaction.

Sales Needs Assessment Customer Retention Pipeline Reporting Documentation

Assistant Manager, Operations

Ta-Eem Grill

Feb 2016 - Sep 2021 (5 years 7 months)

Managed order tracking and delivery logistics for individual and catering clients using checklist-based systems. Facilitated staff workflow communication and partnered with kitchen staff on production scheduling.

Order Tracking Logistics Staff Coordination Production Scheduling Checklists