Middlewealth A
Operations Specialist CRM Automation and Account Management
Habilidades
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Experiência profissional
Business Automation & CRM Specialist
Self Employed • Freelance
Nov 2024 - Nov 2024 • 0 mos
Managed end to end digital operations and CRM architecture for a solopreneur. Specialized in migrating fragmented workflows into streamlined, automated systems using Moxie CRM and GoHighLevel. Key Achievements: • Reduced manual administrative tasks by 40% for clients through custom workflow triggers and lead-capture automation. • Designed and deployed AI-powered WhatsApp chatbots for lead generation, increasing client response rates by 60%. • Built high converting white-label client portals, improving professional branding and client retention for service-based businesses. • Troubleshot and resolved complex API integration glitches between CRMs and third-party tools like Zapier, Stripe, and Slack.