
Keller J
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Automation Specialist
Small Training Solutions
Feb 2024 - Aug 2025 • 1 yr 6 mos
CRM & Workflow Automation Specialist Small Trainning solutions | Remote 2024, Present I worked as a CRM and workflow automation specialist, helping businesses simplify their daily operations through smart automation systems. My role focused on building workflows that reduce manual tasks, organize leads, improve client follow-up, and connect important business tools. I handled CRM setup, lead generation automation, email follow-up systems, appointment booking workflows, client onboarding processes, data organization, and app integrations. I worked with tools such as Zapier, Make.com, n8n, GoHighLevel, HubSpot, Zoho CRM, Pipedrive, Airtable, Google Sheets, Apollo.io, Instantly.ai, Calendly, Gmail, and Outlook. Key Achievements: Built CRM pipelines for better lead tracking and sales management. Created automated workflows for lead capture, follow-up, task creation, and data syncing. Set up lead generation and outreach systems to help businesses find and manage prospects. This experience gives clients confidence that I understand automation from both a technical and business process perspective.