Pearl E

CRM Software and Database Administration Specialist

LeadKlozer • Meio período

Feb 2026 - Present • 5 mos

Oversaw CRM software administration and database management initiatives with a focus on importing, organizing, and maintaining high-volume contact records within Monday CRM. Using CSV exports from Seamless.AI and other lead sourcing platforms, I managed contact uploads, field mapping, tagging structures, and database organization to support sales and business development workflows. I ensured all records were accurately categorized, properly tagged, and aligned with CRM standards to improve lead tracking and customer management processes. My role involved extensive data entry, database maintenance, quality assurance checks, and administrative support to ensure reliable and actionable CRM data. Through careful database organization and CRM optimization, I helped teams improve lead visibility, streamline outreach activities, and maintain clean customer records for ongoing sales and operational success.

ClickUp Project Management Specialist

TaskClone • Freelance

Jan 2026 - May 2026 • 4 mos

Designed and implemented ClickUp workspaces that centralized project planning, task management, documentation, and team collaboration. I built custom Spaces, Folders, Lists, and dashboards tailored to business workflows while configuring task dependencies, recurring tasks, automations, and workload views. The systems improved project visibility, enhanced team accountability, and enabled stakeholders to monitor project progress through real-time reporting and performance dashboards.

CRM Automation and Implementation Assistant

Freelancing Career • Freelance

Dec 2025 - Apr 2026 • 4 mos

Supported a growing lead generation agency by managing the technical implementation process for newly acquired clients. My responsibilities included configuring CRM platforms, setting up professional email accounts, organizing client information, and implementing analytics tracking systems to ensure businesses were ready for sales and marketing activities. I leveraged HighLevel, Zapier, and CRM Automation tools to automate onboarding workflows, improve lead tracking, and create efficient operational systems. Through careful Data Entry and Administrative Support, I maintained clean client databases and ensured all account information was accurately recorded. I also utilized Google Sheets to organize project data, track onboarding progress, and monitor implementation milestones. Working closely with internal teams, I provided Virtual Assistance, managed Email Communication, and applied Project Management principles to coordinate multiple onboarding projects simultaneously. My work helped improve onboarding speed, increase operational consistency, and create a seamless experience for new clients.