Automation Specialist

Ruben

800/mo
Manila, Philippines
Looking for Full-time
8 hours/day
Availability: US timezone

Profile Description

Customer support and process specialist with 11+ years of experience mapping workflows, optimizing CRMs, and troubleshooting software integrations. Completed training in Make and Zapier, with hands-on practice generating automated workflows across Make, Zapier, and n8n to connect systems and eliminate repetitive tasks. While GoHighLevel is newer to my toolkit, my deep experience with CRM platforms, API troubleshooting, and automation tools allows me to adapt quickly and set up GHL pipelines with...

Top Skills

Account Management · <1 yearAPI Integration · <1 yearAzure · <1 yearB2B Sales · <1 yearB2C Sales · <1 year

Skills & Expertise

AI & Automation

ZapierBeginner
Make (Integromat)Beginner
n8nBeginner
RPA ToolsBeginner
API IntegrationBeginner
Claude/Anthropic APIBeginner
OpenAI APIBeginner

Customer Success

Email SupportBeginner
Phone SupportBeginner
Technical SupportBeginner
Ticket ManagementBeginner
ZendeskBeginner
FreshdeskBeginner
LiveChatBeginner

Data & Analytics

Google Sheets (Advanced)Beginner

Design & Creative

CapCutBeginner

E-commerce & Marketplace

ShopifyBeginner
Facebook MarketplaceBeginner
Order ProcessingBeginner
Inventory ManagementBeginner
DropshippingBeginner
Order FulfillmentBeginner

Finance & Accounting

QuickBooksBeginner
Risk ManagementBeginner

Marketing & Growth

GoHighLevelBeginner

Sales & Business Development

B2B SalesBeginner
B2C SalesBeginner
Account ManagementBeginner
SalesforceBeginner

Software Development

AzureBeginner

Specialized Skills

Contract ReviewBeginner
Terms & ConditionsBeginner

Virtual Assistance & Admin

Calendar ManagementBeginner
Data EntryBeginner
Executive Assistant ServicesBeginner
Research & Information GatheringBeginner
Email ManagementBeginner
Document ManagementBeginner
Meeting CoordinationBeginner
Personal Assistant ServicesBeginner
TrelloBeginner
JiraBeginner

Work Experience

RingCentral - Customer Success Manager

Acquire

Jun 2024 - Present

Key Achievements:

Analyzed and mapped multi-system account renewal workflows — contracts, sales agreements, pricing sheets, usage calculators, and billing details — the same process-mapping skillset used to scope RPA automation opportunities. Manually cross-referenced data across four-plus systems to inform renewal decisions, a process now being rebuilt as an automated bot (see Automation Projects). Handled inbound/outbound account and contract changes, proactively identifying alternative solutions to support customer retention.

Contract ReviewData EntryEmail ManagementTerms & ConditionsSalesforceB2C Sales

Customer Support

Hybrids

May 2024 - Present

Key Achievements:

Managed high-volume license and subscription support cases spanning account issues, orders, refunds, renewals, and cancellations — identifying recurring ticket patterns suitable for rule-based automation. Resolved software troubleshooting inquiries via email support, maintaining accuracy and turnaround standards in a high-ticket-volume environment.

Email SupportTicket ManagementZendeskGoogle Sheets (Advanced)

Product Support Specialist

Hybrids

Nov 2023 - Apr 2024

Key Achievements:

Provided Tier 1/Tier 2 technical support via Zendesk and phone for Intelligent Virtual Agent (IVA) applications. Troubleshot API connectivity and telephony integration issues — direct hands-on exposure to how automated systems connect to third-party platforms.

Tier II Technical Support

Concentrix

Jun 2018 - Jul 2022

Key Achievements:

Resolved hardware and software issues across mobile phones, tablets, smartwatches, earbuds, and Wi-Fi hubs for a high-volume international account.

Intuit QuckBooks Point of Sale - Technical Support

Convergys

Jul 2015 - Apr 2018

Key Achievements:

Supported small businesses with sales-processing software and hardware troubleshooting for Intuit QuickBooks Point of Sale.

Quick Stats

Age36 years
English LevelFluent
ID VerificationNot verified
Portfolio
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Education

Bachelor's Degree

Polytechnic University of the Philippines

2006 - 2010