Sample CRM Management:

This portfolio highlights my hands-on experience in CRM management across HubSpot and Salesforce (IPS and Health Cloud), supporting accurate, organized, and reliable client and patient data.

In HubSpot, I regularly audit patient and client records to identify duplicate accounts and perform proper record merging, ensuring clean databases and data integrity. Using Cognito Forms, I collect complete and accurate patient or client information, which I then validate and enter into Salesforce IPS and Health Cloud with careful attention to field mapping, accuracy, and confidentiality.

I also maintain and update Cognito Forms to improve data accuracy and completeness. When required, I make minor updates to existing scripts or form logic provided by the client to ensure the data captured aligns with CRM requirements.

In addition, I support project coordination by tracking tasks and workflows using Jira, collaborating with clients to ensure priorities are clear, tasks are documented, and projects move forward efficiently.

Sample Hubspot (Duplicate Account Merging):

Sample IPS and Health Cloud Salesforce:

Sample Jira Workflow:

Why Work With Me?

I am detail-oriented, process-driven, and proactive in maintaining clean CRM systems. I understand how accurate data, proper workflows, and clear coordination directly impact business efficiency. I follow instructions carefully, respect data privacy, and adapt quickly to new tools and systems.

Let’s Connect!

If you’re looking for a dependable CRM Management Specialist who can maintain data integrity, optimize workflows, and support your projects with precision, I’d be happy to connect and discuss how I can support your team.