— PROJECT COMPANIES

Canadian Workforce & Talent Solution Firm

USA Based Enterprise Human Capital Advisory Firm

UK B2B SaaS Operations Simulation

— Domains

CRM Strategy

CRM Operations

Marketing Operations

CRM Automation

HubSpot CRM

MarTech

CRM Data Operations

Segmentation & Lead Management

Lifecycle & Customer Journey Management

GTM & Growth Operations

B2B Lead Generation

Email Marketing & Campaign Operations

Marketing Analytics & Optimisation

Product Development

Process & Operating Model Design

CRM / MarTech Solution Architecture

AI-Assisted Operations

Project & Implementation Management

Consulting & Knowledge Transfer

— ROLE & CAPACITIES

CRM Strategist

CRM Operations Specialist

Marketing Ops Specialist

Marketing Automation Specialist

HubSpot CRM Specialist

CRM Data Operations Specialist

Lifecycle Specialist

Customer Journey Specialist

GTM Specialist

Growth Marketing Specialist

MarTech / Solution Specialist

CRM Project & Process Consultant

Product Developer

Consultant / Advisor

— TASKS

CRM Strategy

Operating Model Design

CRM System Design

Process Design

CRM Data Management

Data Governance

Data Cleaning

Data Enrichment

User Segmentation

Lead Management

Lead Magnet Development

Lead Scoring

Lead Qualification

Customer Journey Design

Lifecycle Design

Campaign Design

Nurture Design

Email Marketing

Campaign Execution

Marketing Automation

Workflow Design

MarTech Integration

Solution Design

GTM Strategy

Lead Generation

Demand Generation

Product/ Service Development

Process Improvement

Testing & Analytics

Performance Measurement

Implementation

Migration & Rollout

Project Management

Stakeholder Management

Documentation

Training & Knowledge Transfer

Consulting & Advisory

— CERTIFICATION

22 Hubspot Certificates

Salesforce Sales Operations Professional Certificate

— DATE

2025 onwards

My CRM experience combines CRM strategy and operations, marketing operations, data management, automation, lifecycle marketing, GTM, customer journeys, analytics and process improvement. I work across the strategic and operational layers of CRM — understanding business requirements, structuring data and processes, designing solutions, building workflows and automation, and developing the measurement and documentation needed to operate and improve them.

For a Canadian Workforce & Talent Solutions Firm, I delivered hands-on CRM and marketing automation work centred on HubSpot and connected MarTech. This included mapping and automating an end-to-end client journey from booking and validation through CRM activity, AI-assisted call information, retainer and proposal processes, contracts, sequenced follow-up, surveys and project hand-off. I designed multi-step workflows, conditional logic, automated tasks, communications, If/Then routing and cross-platform data flows, working with HubSpot, Make, Calendly and Zoho. The work required translating business requirements into practical CRM processes and rebuilding automation as requirements and technology evolved.

For a US-based Enterprise Human Capital Advisory Firm, my work has been broader across CRM strategy, CRM data operations and GTM. I analysed and prepared a substantial prospect and contact population, undertaking data cleaning, deduplication, classification, enrichment, segmentation and qualification. I developed proposed CRM and GTM operating models connecting prospect identification, qualification, segmentation, campaigns, engagement, meetings and conversion, alongside lifecycle and customer-journey structures, lead-generation processes, propositions and lead magnets. I also developed extensive project, process and implementation documentation to translate the proposed operating model into an actionable CRM framework.

Across this work I have developed capability spanning CRM and Marketing Strategy, CRM Operations, CRM Data Management, GTM Strategy, Lifecycle and Customer Journey Architecture, Marketing Automation, B2B Lead Generation, Marketing Analytics, MarTech Solution Architecture, Product and Proposition Development, Process Improvement, Project Delivery and Consulting.

I have complemented this practical experience with deliberate platform development: 20 HubSpot certifications and a Salesforce Sales Operations Professional Certificate. My HubSpot learning spans Marketing Hub, Sales Hub, Revenue Operations, Reporting, Data Integration, Content Hub and Sales Enablement, alongside lifecycle marketing, email, ABM, SEO, digital advertising, AI and emerging AEO. Further HubSpot Reporting and Workflow Automation bootcamps are planned for Autumn 2026. The certifications provide current platform breadth alongside — rather than instead of — my professional CRM experience.

My wider background in business information management, intelligence, market and competitive analysis, marketing, communications and digital operations also informs how I approach CRM: analytically, commercially and structurally. I am comfortable moving between the detail of data and workflows and the wider business problem they are intended to solve.

An additional UK B2B SaaS CRM Operations project provided an environment for extending this experience through a complete CRM operating cycle: Build → Test → Launch → Simulate → Measure → Learn → Optimise. The project covers CRM data, segmentation, lifecycle management, campaigns, workflows, simulated customer interactions, reporting and continuous improvement.

Why CRM?

I like CRM because it brings structure to complexity. It sits at the intersection of business, marketing, people, data and technology, where problems can be analysed, solutions designed, tested, measured and improved. I particularly enjoy the process of understanding a problem, structuring it, designing the solution and then making the system work better.