srinivas remala
@srinivasremala
RevOps & CRM automation engineer improving efficiency with HubSpot, Make.com, and Xero.
What I'm looking for
I’m a Revenue Operations (RevOps) Automation Engineer who designs, builds, tests, and optimizes CRM, automation, and finance workflows. I use HubSpot CRM, Make.com, and Xero Cloud Accounting to improve business efficiency through practical automation.
In my automation projects, I’ve built end-to-end workflows like HubSpot Closed-Won deals triggering Xero draft invoice creation, including validation, conditional routing, and error handling. I’ve also developed multi-branch revenue operations workflows and lead-to-customer automation that captures leads from HubSpot forms, qualifies them with business rules, updates HubSpot lifecycle stages and properties, and synchronizes CRM with finance.
I bring strong workflow configuration skills—conditional logic, webhooks, routers/filters, REST API fundamentals, and operational reporting with Excel and SQL. I’m also working toward Xero Cloud Accounting Level 1 and Level 2 certifications, and I’m eager to contribute to modern Revenue Operations teams.
Experience
Work history, roles, and key accomplishments
Multi-Branch Revenue Ops Workflow
HubSpot CRM
Designed and tested a multi-branch automation workflow that performs customer qualification checks and deal status validation, then executes invoice generation logic with CRM updates and notifications. Included error handling and retry logic to support operational scenario orchestration.
HubSpot→Make→Xero Invoice Automation
HubSpot CRM
Built an end-to-end workflow to detect Closed-Won deals in HubSpot CRM, validate required information, and create/update customer records and draft invoices in Xero. Updated HubSpot properties after successful invoice creation with conditional routing and error handling for incomplete records.
Lead-to-Customer RevOps Automation
HubSpot CRM
Built an end-to-end lead-to-customer automation workflow that captures new leads from HubSpot forms, qualifies them using predefined business rules, and assigns them to the appropriate sales pipeline. After Closed-Won, it creates customer records in Xero, generates draft invoices, updates HubSpot lifecycle stages/properties, and applies conditional routing, notifications, and error handling.
Education
Degrees, certifications, and relevant coursework
Xero Accounting Certification
Xero Cloud Accounting – Level 1 Certified Associate, Xero Cloud Accounting
2026 - 2026
Earned Xero Cloud Accounting Level 1 Certified Associate certification in May 2026.
Xero Accounting Certification
Xero Cloud Accounting – Level 2 Professional, Xero Cloud Accounting
2026 - 2026
Earned Xero Cloud Accounting Level 2 Professional certification in May 2026.
Availability
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Authorized to work in
Salary expectations
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Skills
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