CRM operations meet data accuracy and operational execution.
I’m Jhonathan, a bilingual CRM Operations Specialist who helps organizations maintain clean, reliable CRM systems that support revenue, underwriting, and operational teams. My work focuses on data accuracy, process consistency, and operational support in high-volume, CRM-driven environments.
I’ve supported teams across insurance, SaaS, and nonprofit organizations, working directly with Salesforce and HubSpot to manage accounts, policies, pipelines, and operational records. My experience sits at the intersection of CRM operations, data quality, and internal support, where precision and structure directly impact business outcomes.
For more than 7 years, I don’t just maintain CRM records , I make sure the data teams rely on is accurate, consistent, and usable. I combine hands-on execution with an operations mindset, supporting revenue and underwriting workflows while preventing errors that lead to rework, delays, or reporting issues. I’m comfortable working with US based teams in remote, fast-paced environments where accuracy is non-negotiable.
What I do best:
- Maintain and support CRM systems in Salesforce and HubSpot
- Ensure high data quality across accounts, pipelines, and operational records
- Support RevOps, underwriting, and customer operations teams
- Validate data to reduce errors, reprocessing, and follow-ups
- Document workflows and support internal stakeholders
My highlights:
✔ Cleaned and validated 150,000+ records prior to Salesforce ingestion
✔ Reduced data errors by 90%+ through structured validation processes
✔ Maintained 99% accuracy in policy, risk, and account data
✔ Managed high-volume operational queues without backlog
✔ Consistently ranked among top performers based on internal productivity metrics
My mission is to help teams keep their CRM operations structured, reliable, and scalable - So growth never stops coming!
Let’s talk, if you need someone who keeps your CRM clean, and your operations running without friction.
