Allan

CRM & Operations Automation Specialist | Business Operations

Allan

ID Verified
2,000/mo
Parañaque CPO, Philippines
Looking for Full-time
8 hours/day
Availability: US / EU / Asia timezone

Profile Description

Operations, Project Management, Procurement, and CRM professional with 15+ years of experience driving operational efficiency, coordinating cross-functional teams, and improving business processes across multiple industries. Skilled in multisite procurement, vendor and stakeholder management, project delivery, client onboarding, compliance, reporting, and process improvement. Hands-on expertise in GoHighLevel, configuring and testing workflows, pipelines, forms, automated follow-ups, lead nurtur...

Top Skills

Account Management · 10 yearsB2C Sales · 10 yearsCalendar Management · 10 yearsData Entry · 10 yearsDocument Management · 10 years

Skills & Expertise

AI & Automation

GitHub CopilotBeginner
ZapierBeginner
Workflow AutomationBeginner

Content & Writing

Creative WritingBeginner
Technical WritingBeginner

Customer Success

Phone SupportExpert
Email SupportExpert
Ticket ManagementExpert
FreshdeskExpert
Lead ManagementExpert
Live Chat SupportBeginner
Social Media SupportBeginner
ZendeskBeginner

Design & Creative

CanvaExpert
CapCutIntermediate

E-commerce & Marketplace

Order ProcessingExpert
Order FulfillmentExpert
Inventory ManagementAdvanced
ShopifyAdvanced
Amazon FBABeginner
EtsyBeginner
Helium 10Beginner
Amazon Seller CentralBeginner
Product Listing OptimizationBeginner

Finance & Accounting

Financial ReportingExpert
QuickBooksAdvanced
Risk ManagementBeginner
AML/KYCBeginner

Human Resources

SOP WritingIntermediate
Candidate SourcingBeginner

Marketing & Growth

LinkedIn OptimizationExpert
Email MarketingIntermediate
HubSpotIntermediate
Facebook Business ManagerIntermediate
GoHighLevelIntermediate
MailchimpIntermediate
ChatGPT for MarketingBeginner

Real Estate Operations

AirbnbBeginner

Sales & Business Development

B2C SalesExpert
Lead GenerationExpert
NegotiationExpert
Account ManagementExpert
SalesforceExpert
B2B SalesAdvanced
Cold CallingIntermediate
Warm Outreach & Appointment SettingIntermediate
Linkedin OutreachIntermediate
Cold Email OutreachIntermediate
Sales Funnel ManagementIntermediate
Zoho CRMBeginner

Specialized Skills

Coaching & MentoringExpert
HRIS ManagementAdvanced
Performance ManagementAdvanced
OnboardingAdvanced
Corporate TrainingAdvanced
Legal ResearchIntermediate
Online Course CreationIntermediate

Virtual Assistance & Admin

Calendar ManagementExpert
Email ManagementExpert
Document ManagementExpert
Data EntryExpert
Executive Assistant ServicesExpert
Research & Information GatheringExpert
Meeting CoordinationExpert
TrelloAdvanced
Personal Assistant ServicesIntermediate
Travel PlanningIntermediate
AsanaIntermediate
Monday.comIntermediate
ClickUpIntermediate
NotionBeginner

Work Experience

CRM & Operations Automation Specialist

Nooshki Services

Jul 2026 - Oct 2026

Key Achievements:

• Configured, tested, and troubleshot GHL workflows using triggers, conditions, wait steps, pipeline updates, and message-response logic to automate lead capture, customer enquiries, and follow-ups. • Managed CRM pipelines, enquiry forms, and customer journey workflows for residential, bond, commercial, and DVA/NDIS cleaning services, supporting quote follow-ups, deposit reminders, booking handoffs, and review requests. • Supported process alignment between GoHighLevel and ZenMaid to streamline customer communications, cleaning bookings, job completion, and post-service follow-ups. • Conducted prospect research, lead qualification, and personalized business outreach across commercial cleaning, property/accommodation, and DVA-related markets; monitored social media for customer, partnership, and recruitment opportunities. • Coordinated social media content and campaign messaging while tracking outreach results

Workflow AutomationLive Chat SupportEmail SupportSocial Media SupportLead ManagementCapCutCanvaOrder ProcessingCandidate SourcingSOP WritingFacebook Business ManagerChatGPT for MarketingEmail MarketingGoHighLevelAirbnbB2C SalesLead GenerationCold CallingSales Funnel ManagementCold Email OutreachNegotiationWarm Outreach & Appointment SettingAccount ManagementCalendar ManagementEmail ManagementDocument ManagementData EntryMeeting CoordinationPersonal Assistant ServicesExecutive Assistant ServicesResearch & Information Gathering

Quick Stats

Age46 years
English LevelFluent
Other Languages
Tagalog/FilipinoFluent
ID VerificationVerified