Results-driven Operations & Revenue Operations Specialist with a strong background in executive support, data analytics, and process optimization. Skilled in Excel (Advanced Formulas, Pivot Tables, Power Pivot), CRM management, and business process improvement. Extensive experience in RevOps, SaaS tools, and automation, supporting leadership with data-driven decision-making, financial analysis, and strategic planning. Proven ability to enhance efficiency, streamline operations, and drive revenue growth through meticulous data management and reporting. Adept at managing cross-functional teams, onboarding new employees, and integrating technology stacks post-acquisition.
Experience: 2 - 5 years
Experienced in HubSpot CRM setup, management, and automation, ensuring data accuracy, streamlined processes, and workflow efficiency for Sales, CX, and RevOps teams. Proficient in building custom reports, dashboards, and automated workflows to enhance productivity and scalability. Recently created a CRM for an investment firm, incorporating investment tracking, contact management, and automated processes to improve investment visibility and reporting. Skilled in data hygiene, churn reporting, system integrations, and automation, driving operational excellence and informed decision-making.
Experience: 2 - 5 years
Experience: 5 - 10 years
Advanced Excel user with expertise in data analysis, automation, and dashboard creation. Skilled in Power Pivot, advanced formulas, and dynamic reports to drive insights and decision-making. Recently developed an investment dashboard to track multiple investment properties, incorporating automated data entry, real-time calculations, and performance tracking. Experienced in financial modeling, KPI tracking, and process automation to enhance efficiency and accuracy in reporting.
Experience: Less than 6 months
Experience: Less than 6 months
Experience: 2 - 5 years
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