Hi, I’m a CRM & Workflow Automation Analyst focused on turning messy processes into clear, scalable systems. I love identifying bottlenecks, reducing manual tasks, and aligning technology with business goals to boost productivity and collaboration across teams. Outside work, I’m passionate about process optimization, design thinking, and learning new tools to support sustainable business growth.

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Hi, I’m a CRM & Workflow Automation Analyst focused on turning messy processes into clear, scalable systems. I love identifying bottlenecks, reducing manual tasks, and aligning technology with business goals to boost productivity and collaboration across teams. Outside work, I’m passionate about process optimization, design thinking, and learning new tools to support sustainable business growth.

Available to hire

Hi, I’m a CRM & Workflow Automation Analyst focused on turning messy processes into clear, scalable systems. I love identifying bottlenecks, reducing manual tasks, and aligning technology with business goals to boost productivity and collaboration across teams.

Outside work, I’m passionate about process optimization, design thinking, and learning new tools to support sustainable business growth.

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Language

English
Fluent
Spanish; Castilian
Advanced
German
Advanced
French
Advanced

Work Experience

Operations & Task Management Analyst
January 1, 2026 - Present
Led the design and implementation of structured CRM/workflow automation for remote teams, building clocked workspaces with clear statuses, dashboards, and automations. Automated repetitive processes to reduce manual work and improve team productivity, organized task and project management systems for improved execution, and supported teams with structured processes and performance tracking across CRM systems and workflow optimization.
ClickUp Workspace Consultant at Freelance / Remote
January 1, 2025 - December 31, 2025
Set up and optimized ClickUp workspaces for teams, including clear statuses, dashboards, and automations. Built structured workflows and automations to reduce manual tasks and improve team efficiency. Collaborated with clients to map processes, establish KPIs, and support project execution.
CRM & Automation Analyst at Freelance / Remote
January 1, 2026 - Present
Detailed CRM & automation analyst with a strong focus on designing efficient workflows, optimizing CRM systems, and automating repetitive business processes. Helped businesses improve productivity, eliminate manual work, and gain clarity across their operations through structured systems and smart automation. Passionate about process improvement, system optimization, and building scalable solutions that support business growth.

Education

Bachelor of Business Management at Ritdane University
January 1, 2020 - December 31, 2024
CRM & Workflow Automation Training at Ritdane University
January 1, 2025 - June 13, 2026
Bachelor of Business Management at Ritdane University
January 1, 2020 - December 31, 2024

Qualifications

CRM & Workflow Automation Training
January 1, 2025 - June 13, 2026

Industry Experience

Professional Services, Software & Internet, Education
    CRM & Workflow Automation System for Service-Based Business

    Designed and implemented a complete CRM and workflow automation system for a service-based business to streamline lead management, client onboarding, and task tracking.

    Objectives

    • Eliminate manual follow-up processes
    • Improve lead response time
    • Create a centralized system for customer information
    • Increase team productivity through automation

    What Was Implemented

    • CRM pipeline setup
    • Lead capture forms
    • Automated email sequences
    • Task assignment workflows
    • Client onboarding automation
    • Dashboard and reporting system

    Results

    • Reduced manual administrative work
    • Improved lead organization and visibility
    • Faster client onboarding process
    • Better team collaboration and accountability

    Tools Used

    • GoHighLevel
    • Zapier
    • Google Workspace
    • CRM Automation Workflows

    CRM & Workflow Automation System for Service-Based Business

    I designed and implemented a complete CRM and workflow automation system for a service-based business to streamline lead management, client onboarding, and task tracking.

    Objectives

    • Eliminate manual follow-up processes
    • Improve lead response time
    • Create a centralized system for customer information
    • Increase team productivity through automation

    What Was Implemented

    • CRM pipeline setup
    • Lead capture forms
    • Automated email sequences
    • Task assignment workflows
    • Client onboarding automation
    • Dashboard and reporting system

    Results

    • Reduced manual administrative work
    • Improved lead organization and visibility
    • Faster client onboarding process
    • Better team collaboration and accountability

    Tools Used

    • GoHighLevel
    • Zapier
    • Google Workspace
    • CRM Automation Workflows