HubSpot Implementation SpecialistHubSpot Implementation Specialist
Arleen
ID Verified$1,000
per month
($6/hour)
Profile Description
PROFESSIONAL SUMMARY Detail-oriented CRM and sales operations professional with 10+ years of experience across customer service, banking, financial services, fraud and claims management, sales development, and business operations. Experienced in B2B lead management, high-volume outbound outreach, lead qualification, pipeline tracking, follow-up management, CRM data accuracy, documentation, and performance reporting. As a Sales Development Representative, managed 50–100 outbound calls daily, gen...
Skills & Expertise
Skill Levels Explained:
💡 Hover over any skill level to see exact years of experience
Customer Success
Design & Creative
Marketing & Growth
Sales & Business Development
Specialized Skills
Virtual Assistance & Admin
Content & Writing
AI & Automation
Work Experience
Fraud and Claims Specialist
Wells Fargo
Oct 2024 - Jul 2026
Job Responsibilities:
Managed high-volume customer and case communication by phone and in writing with a solution-focused tone. Owned end-to-end case workflows — accurate records, status updates, follow-up actions and timely resolution. Delivered structured daily updates to team leads on overdue items, at-risk cases and escalations. Coordinated cross-functionally to verify information and move cases forward inside agre...
Dispute And Claims Specialist
Capital One
Feb 2022 - Sep 2024
Job Responsibilities:
Led and developed a team of customer-facing representatives in a high-volume, target-driven environment. Set performance expectations and communicated daily and monthly targets. Monitored productivity, quality, attendance and individual performance against KPIs. Analysed performance reports to surface trends, risks and improvement opportunities. Ran daily huddles, coaching sessions and 1:1 perform...
Client Coordinator & Outreach Specialist
Dream Digital Marketing Agency
Nov 2019 - Jul 2020
Job Responsibilities:
Ran outreach workflows for multiple clients — follow-up sequences, timelines and activity coordination. Researched and qualified leads; maintained trackers for prospect activity and reactivation opportunities. Produced weekly activity and performance reports translated into actionable next steps. Acted as primary communication point between internal teams and external clients.
Sales Development Representative
Supportware Philippines
Nov 2018 - Nov 2019
Job Responsibilities:
Managed high-volume B2B lead outreach across multiple client accounts, completing 50–100 outbound calls daily. Managed warm leads and reactivation campaigns, following up consistently to identify opportunities and generate new conversations. Qualified leads based on business needs, engagement, and opportunity potential before advancing them through the sales process. Generated 8+ qualified appoint...