Senior CRM Consultant (Freelance) — Multiple Clients (Upwork)
Configured and customized CRM deal pipelines and workflows to operationalize leads collected from outbound campaigns. Executed cold email outreach using personalized multi-step sequences and integrated third-party systems to ensure seamless data flow into client CRMs. Provided strategic consultation on inbound and outbound lead generation to support ongoing lead qualification and reporting. • Customized HubSpot CRM pipelines, deal stages, workflows, and reporting dashboards for 40+ clients • Ran cold email campaigns with measurable performance targets using tools like Instanty, Apollo, and Lemlist • Integrated Zoom API, Slack, and Google Sheets into client workflow automation • Advised on lead-generation strategy for SaaS, real estate, and home-services clients