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CRM Management
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HubSpot CRM Specialist | CRM Setup, Management & Automation
Elite Athlete Management • Freelance
Jan 2026 - Present • 8 mos
I specialize in helping businesses build, organize, and optimize their HubSpot CRM systems for smoother customer management and more efficient sales operations. My experience includes setting up and customizing HubSpot CRM environments based on each business's workflow, sales process, and customer journey. I work with businesses to create structured systems that make it easier to capture leads, manage contacts, track deals, automate follow-ups, and monitor business performance. Core Areas of Experience • HubSpot CRM Setup & Configuration Setting up CRM properties, records, users, pipelines, stages, and essential settings to create an organized foundation for business operations. • Contact & Data Management Organizing contacts, companies, deals, and customer information while maintaining a clean and structured CRM database. • Sales Pipeline Management Creating and customizing deal pipelines and stages to help businesses track leads and opportunities from initial contact through closing. • Workflow Automation Building automated workflows for lead follow-ups, customer communication, internal notifications, task assignments, and other repetitive processes. • Lead Management Creating structured processes for capturing, organizing, qualifying, and managing leads throughout the sales funnel. • Email & Marketing Automation Setting up automated communication processes to help businesses stay connected with prospects and customers at the right stages of their journey. • Forms & Lead Capture Creating and configuring HubSpot forms to collect customer information and connect incoming leads with the appropriate CRM processes. I take a business focused approach to HubSpot CRM. Rather than simply configuring tools, I aim to understand how a business manages its leads and customers and then structure the CRM around those processes.