CRM DATA CLEANUP & SALES REPORTING SPECIALIST | SALESFORCE, HUBSPOT & OTHER CRMS
I help businesses fix messy CRM data and get reports they can trust. 6+ years in sales operations and revenue operations. This is not data entry: I find what's wrong, fix it, document it, and set rules so it stays clean.
I work across CRM platforms. Salesforce is my main system, and the same data, pipeline, and reporting principles carry over to HubSpot and GoHighLevel.
WHAT I DO
CRM data cleanse and audit
- Find missing, incomplete, and outdated records; standardize fields and naming; deduplicate and merge
- A written log of every change and regular progress updates
- CRM hygiene recommendations so the data stays clean after the cleanup
Sales and revenue reporting
- Pipeline, conversion, and forecast reporting in Salesforce, HubSpot, Excel, Google Sheets, or Power BI
- Dashboards that give leaders clear visibility into leads, opportunities, and revenue
Sales operations and RevOps support
- CRM governance, pipeline stage clean-up, SOPs, and rep guides
Lead-gen ads support (foundational)
- Meta lead forms and audiences, lead source tracking, and cost per qualified lead reporting
TOOLS
Salesforce (main platform), HubSpot (foundational), Excel (Power Query), Google Sheets, Power BI, Asana, ClickUp, Notion, Slack. AI tools: Claude, ChatGPT, Gemini
HOW I WORK
Async-first and written: a clear plan, a weekly summary, and every change documented. Part-time, with hours and overlap agreed up front. I never put your data into AI tools without approval. I don't build workflows or automations, and I don't run large ad budgets.
PORTFOLIO
Work samples with fictional data: a rep dashboard, a CRM audit, and a forecast report. Link in my profile.
Message me your CRM and your biggest data problem, and I'll reply with 2 or 3 fixes I'd start with.
Verified
