Client Success & Operations Specialist
AMERICAN HOMES ROOFING
Jan 2026 - Current (8 months)
• Improved business operations by identifying workflow gaps and implementing efficiency-driven solutions.
• Managed and optimized HubSpot CRM, ensuring data accuracy, proper contact management, and system reliability.
• Resolved CRM issues through audits and root cause analysis, including data discrepancies and automation errors.
• Collaborated with cross-functional teams to troubleshoot systems and improve lead and contact processes.
Streamlined workflows through process improvements and automation, reducing manual errors.
• Generated and analyzed leads, supporting segmentation, tracking, and follow-up strategies.
• Conducted sales activities, including cold calling, client outreach, appointment setting, and conversions.
• Managed client c