CRM & Business-Systems Work

CRM specialist work at Booth & Partners, continuing into current business-systems and automation work in financial services.

CRM platforms need to reflect the real operating model — the configuration, the data, the integrations, and the people using them all have to be maintained together.

CRM Specialist, then IT Systems & Automation Specialist.

1. 01Architected and administered CRM configuration around operational workflows
2. 02Built API integrations connecting CRM to surrounding business systems
3. 03Ran data migration with attention to structure and data quality
4. 04Built dashboards for operational and management visibility
5. 05Applied automation, including AI-assisted approaches, to repetitive manual processes
6. 06Documented the systems and trained the people using them

CRM administration and architecture, workflow design, integrations, data migration and data quality, dashboards, documentation, user training, and automation across Zoho CRM / Zoho One, HubSpot, and SugarCRM.

Sitting between operations and technology: gathering the requirement, configuring the system, and supporting adoption through documentation and training.