PebblyCRM

Sales Operations & CRM Manager

Nov 2025 - Feb 2026 • 3 mos

As a Sales Operations & CRM Manager, I help businesses improve their sales processes by implementing structured CRM systems and performance-driven workflows. My work focuses on optimizing lead management, sales tracking, customer communication, and operational efficiency. I build sales pipelines that accurately reflect each stage of the customer journey while creating automation for lead assignments, follow-ups, reminders, notifications, and reporting. These systems allow sales teams to respond faster, stay organized, and close more opportunities. I regularly analyze CRM data to identify performance trends, improve conversion rates, and create reports that support informed business decisions. I also manage user permissions, custom fields, dashboards, and ongoing CRM maintenance to ensure consistent system performance. My goal is to deliver CRM solutions that simplify daily operations, improve customer experiences, and help businesses scale through smarter sales management and automation.

CRM Data Migration & Integration Specialist

Aug 2025 - Sep 2025 • 1 mo

My role involves helping businesses migrate customer data between CRM platforms while ensuring accuracy, security, and minimal downtime. I handle data extraction, cleaning, formatting, validation, mapping, and importing into new CRM systems. I migrate contacts, companies, deals, notes, activities, custom fields, products, and historical customer records across platforms including HubSpot, Zoho CRM, Salesforce, Pipedrive, and GoHighLevel. I also integrate CRM systems with websites, Google Workspace, Microsoft 365, payment platforms, accounting software, marketing automation tools, communication systems, and business applications using APIs, Zapier, and Make. By creating seamless integrations and maintaining clean data structures, I help businesses eliminate manual processes, improve reporting accuracy, and create efficient workflows that support sustainable growth.

GoHighLevel CRM Expert

Nov 2024 - Jan 2025 • 2 mos

As a GoHighLevel CRM Expert, I build complete business automation systems for agencies, coaches, consultants, and service providers. My responsibilities include CRM setup, pipeline creation, workflow automation, calendar integration, opportunity management, and lead tracking. I design automated customer journeys that include email campaigns, SMS follow-ups, appointment reminders, missed-call text back systems, review request campaigns, and client onboarding sequences. I configure forms, surveys, funnels, websites, memberships, calendars, and automation triggers that allow businesses to manage leads from one centralized platform. Additionally, I optimize account performance by organizing contacts, eliminating duplicate records, improving automation efficiency, and creating custom reporting dashboards that provide valuable insights into sales performance and customer engagement.