
Moses
AI Automation Chatbots CRM Workflows AI Calling Systems
Habilidades

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Experiência profissional
Self Employed
Freelance • 4 yrs 7 mos
AI Call Automation Specialist
Aug 2024 - Present • 2 yrs 1 mo
I build AI-powered call and conversational automation workflows that connect voice or conversational AI with CRM, customer-service, and communication platforms. My work includes Amazon Cognigy, Yellow.ai, Twilio, Salesforce, Zendesk, and ServiceNow. I create structured conversation flows, call-handling logic, routing processes, customer information capture, CRM interactions, notifications, and support workflows based on the requirements of the business process. I also work on connecting communication systems with business applications so relevant information can be transferred between platforms. Depending on the project, workflows can involve triggers, conversation conditions, routing rules, API connections, webhooks, CRM updates, customer records, notifications, and escalation processes. My focus is on building practical AI call workflows that can support customer communication, sales processes, appointment requests, information collection, and service operations while keeping the underlying business systems connected.
AI Sales & CRM Workflow Specialist
Mar 2024 - Present • 2 yrs 6 mos
I develop AI-assisted sales and CRM workflows that connect lead-generation platforms, prospect data, communication systems, and customer relationship management software. My work covers Clay, Apollo, 6sense, HubSpot, Salesforce, Pipedrive, Twilio, Slack, Zapier, and Make. I build workflows for collecting prospect information, enriching lead records, routing leads, updating CRM fields, assigning sales activities, triggering notifications, and moving prospects through defined pipeline stages. I can also connect communication platforms with CRM systems so that important customer interactions can be associated with the appropriate records and sales processes. My automation work can include triggers, actions, conditions, filters, data mapping, webhooks, API connections, scheduled tasks, and multi-step workflows. I focus on building practical sales systems where prospecting, enrichment, CRM management, communication, and team notifications work together through clearly defined automation.
CRM and Lead Automation Specialist
Anthropic PBC • Freelance
Oct 2023 - Present • 2 yrs 11 mos
I specialize in building connected CRM and lead automation workflows using platforms such as HubSpot, Salesforce, Pipedrive, Monday.com, Apollo, Clay, Slack, Twilio, Make, and Zapier. My work focuses on helping businesses organize lead information and connect different sales and communication tools into automated workflows. This includes moving data between platforms, creating automated notifications, organizing lead processes, supporting CRM workflows, and connecting communication systems with customer information. I work with automation scenarios involving lead capture, lead organization, CRM data synchronization, team notifications, automated follow-up workflows, and business process automation. Each workflow is designed around the specific tools and process requirements of the project. I focus on creating logical connections between platforms and building automation systems that are easier to understand, manage, and maintain.