Systems & Process Specialist | CRM & Workflow Support

Verified

$10/hr

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Outline

Looking for Part-Time work (1 hours/day) at $10/hour

Bachelor's Degree

English proficiency Fluent

Professional Summary

I’m a systems and process-focused professional with 15+ years of experience across banking, customer service, fundraising, administration, and business support.

I currently lead a six-person Coaching Operations Team, where I build and improve the systems, workflows, processes, and reporting that support coaching delivery. My work includes CRM management, workflow improvement, AI automation, data management, SOP development, reporting, project coordination, and team support.

I enjoy taking manual or disorganized processes and turning them into clear, repeatable systems that save time and make work easier to execute. I’m experienced with HubSpot, GoHighLevel, Salesforce, Google Workspace, Microsoft Excel, Circle, Calendly, Zoom, AirTable, Asana and AI tools, and I’m comfortable learning new platforms quickly.

I’m currently open to part-time remote opportunities where I can provide reliable hands-on support while helping improve the systems and processes behind the business.

Skills & Experience

Skills

Customer service 10+ Years

Team Leadership 2-5 Years

Business Management 2-5 Years

Process Improvement (streamlining workflows for efficiency) 6 Months to 1 Year

Data Management - CRM, spreadsheets, calendar 1-2 Years

Hubspot | CRM Management 6 Months to 1 Year

Workflow & Systems Planning 6 Months to 1 Year

GoHighLevel (GHL) 6 Months to 1 Year

AI & AUTOMATION 6 Months to 1 Year

Salesforce (CRM) 6 Months to 1 Year

Experience highlights

Member Success Team Lead

The Professional Builder · October/2025 – /

Lead a 5-person team responsible for the systems, processes, and backend support that enable coaches to deliver a consistent, world-class member experience. Build workflows, improve processes, manage operational data, and support automation across coaching operations.

Member Success Assistant

The Professional Builder · January/2025 – Present

Supported coaching delivery through CRM management, event coordination, scheduling, member communications, and operational support. Identified process gaps and helped improve workflows and the overall member experience.

Administrative Assistant

Youtuber Client · April/2024 – Present

Provided remote administrative support including research, calendar management, meeting coordination, email communication, documentation, and project support.

Credit Assessor

Telework PH · April/2023 – Present

Reviewed financial documents and loan applications for an Australian lending company, ensuring accuracy, completeness, and compliance while applying sound judgment in credit assessment.

Resource Development Coordinator

CBN Asia, Inc. · November/2017 – Present

Managed partnerships, fundraising initiatives, events, communications, and resource development projects. Successfully onboarded new partners and contributed to a 100% increase in donations and revenue. Recognized as Outstanding Employee of the Year in 2021.

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