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I'm a CRM executive with 7+ years of experience in email automation, CRM strategy, and digital marketing, proficient with Bloomreach, ClickUp, and Excel. I love building scalable workflows to drive conversions. I collaborate across marketing, design, and tech teams to nurture leads and run successful campaigns for real estate clients and small businesses.…

Jane Tanedo

Content Creator, Social Media Manager, Project Manager, +4

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I'm a CRM executive with 7+ years of experience in email automation, CRM strategy, and digital marketing, proficient with Bloomreach, ClickUp, and Excel. I love building scalable workflows to drive conversions. I collaborate across marketing, design, and tech teams to nurture leads and run successful campaigns for real estate clients and small businesses.…

Available to hire

I’m a CRM executive with 7+ years of experience in email automation, CRM strategy, and digital marketing, proficient with Bloomreach, ClickUp, and Excel. I love building scalable workflows to drive conversions.

I collaborate across marketing, design, and tech teams to nurture leads and run successful campaigns for real estate clients and small businesses.

Skills

Experience Level

Expert

Expert

Expert

Expert

Language

English

Fluent

Work Experience

CRM Manager at Triad Capital

January 1, 2020 - September 1, 2025

Managed CRM tools including Chime, KW Command, and Follow-Up Boss for a real estate client. Implemented Bloomreach to automate and manage email marketing workflows. Built and maintained strategic email workflows and drip campaigns to nurture leads. Created engaging email templates and sequences for multiple campaigns. Used ClickUp to coordinate daily tasks, set deadlines, and track deliverables across remote teams. Developed weekly performance and engagement reports using Microsoft Excel. Provided insights to improve conversion and retention rates. Managed team calendar, client emails, and appointment scheduling.

Real Estate Virtual Assistant at Keller Williams

January 1, 2020 - May 1, 2020

Managed lead data, scheduled appointments, and handled CRM tasks for real estate operations.

Junior Loan Officer at Team Advantage

February 1, 2021 - Present

Pre-processed loan applications and supported client documentation; gained experience with loan pre-approval processes and client communication; recruited and nurtured clients.

Social Media Manager & Content Creator at Welly Doodles

February 1, 2022 - January 1, 2023

Handled website edits and social media campaigns. Designed Canva graphics and engaged audiences.

Instagram Post Manager / Project Manager at Sailfish

July 1, 2022 - December 1, 2022

Overseeing planning, execution, and successful completion of multi-faceted projects. Coordinated cross-functional teams, managed timelines, and delivered results that exceeded expectations.

Back-Office Expert at Sailfish

July 1, 2022 - December 1, 2022

Handled back-office operations including data management, scheduling, and CRM task coordination to support project delivery.