----------- Certified |----------- | Ai Agent | Automation | Claude

Resume and Portfolio Link: -----------

Professional Summary
Strategic and results-driven ----------- Specialist & Project Manager with a proven track record of designing and automating systems that relieve CEOs and business owners from operational burdens—freeing them to lead, innovate, and grow. I specialize in building high-impact CRM workflows, automated reporting dashboards, and task management systems that improve delivery accuracy, boost team productivity, and enhance client visibility. With hands-on experience across SaaS, Digital Agencies, B2B, and B2C industries, I understand exactly what systems each business model needs to scale effectively. From automating client onboarding and performance tracking to optimizing internal collaboration and capacity planning, I develop tailored solutions that eliminate bottlenecks and empower teams to execute at a higher
level. I bring not just tools, but transformation through intelligent automation and structured project delivery.


Solutions Architect (-----------)CarbonWeb (Tech Consulting – ----------- Platinum Partner) | August 2025 - September 2025System Design & Implementation: Designed and implemented customized ----------- systems for clients—aligning workflows with business goals and creating scalable solutions.Workflow Automation & Integration: Automated processes and integrated third-party tools—reducing manual work, eliminating inefficiencies, and streamlining client operations.Process Optimization & Visibility: Built reporting dashboards and structured boards—improving team visibility, accountability, and decision-making across departments.

----------- Specialist (Project-Based)Habits365Greek (E-Commerce & Creative Services Industry) | July 2025 – September 2025Workflow Automation & System Implementation: Replaced Slack-based order communication with a centralized ----------- workflow. Standardizing client submissions, designer task management, and approvals. This shift eliminated missed orders and ensured all requests flowed through a single operational hub.Form & Data Optimization: Built a customized Superform with conditional logic so clients only see fields relevant to their request. This simplified the submission experience, reduced intake errors, and eliminated data duplication.Task Management & Designer Enablement: Configured designer-specific board views with status tracking, deadlines, and dependencies. Improving designer focus, reducing overwhelm, and cutting task errors.Client Communication Automation: Automated Gmail notifications for real-time status updates, enhancing transparency, reducing manual follow-ups, and accelerating client approvals.Dashboard Creation & KPI Monitoring: Developed real-time dashboards that track client intake, design progress, and approvals. Providing leadership with visibility into bottlenecks and enabling proactive interventions.Process Optimization: Streamlined the end-to-end design order process, shortening turnaround times and reducing manual handoffs across the workflow.Collaboration & Engagement: Established a seamless workflow between clients, designers, and leadership. Improving accountability, operational efficiency, and overall client satisfaction.
----------- Specialist (-----------)DidoStreet Early Learning Centre (Education Industry) | May 2025 – July 2025System Design & Implementation: Designed and deployed a centralized project management system in -----------—replacing fragmented boards and creating a single source of truth for all staff operations.Form Development & Data Capture: Built custom forms for enrolment, parent communication, and task submissions—streamlining intake, reducing errors, and improving parent-to-staff communication efficiency.Workflow Automation: Implemented automation flows to reduce manual admin, trigger reminders, and enforce task accountability. Cutting delays and ensuring timely follow-ups.Process Standardization: Established standardized workflows across teams with clear handoffs. Improving visibility, reducing confusion, and accelerating task completion rates.Collaboration & Communication: Structured parent communication channels and staff collaboration workflows. Reducing miscommunication and enhancing overall service quality.

----------- Consultant | Workflow & Automation Specialist (Project-Based)RWR Group (B2B Industry) | March 2025 - July 2025System Audit & Evaluation: Assessed RWR Group’s existing ----------- setup and identified inefficiencies, including multiple disjointed boards, redundant workflows, and underutilized features, leading to operational complexity and wasted subscription value.Strategic Workflow Planning: Proposed a consolidated system architecture with optimized board structures and streamlined workflows, allowing the team to centralize project visibility, reduce duplication, and align daily activities with business -----------tomation Design & Implementation: Replaced manual follow-ups and task tracking with automation-driven workflows, significantly reducing admin time and ensuring critical activities were executed consistently across recruitment pipelines.Dashboard Setup for Executive Visibility: Built a real-time executive dashboard for the CEO to monitor recruitment projects, team workload, and candidate placement progress, eliminating the need to manually check individual boards and empowering data-driven leadership decisions.Recruitment Pipeline Optimization: Designed a system tailored to RWR Group’s recruitment model—linking job orders, candidates, and placement stages in one integrated workflow to improve matching efficiency and delivery timelines.Client Benefit & Outcome: The CEO and leadership team gained instant access to the status of all projects in one dashboard, eliminating siloed updates and manual reviews—ultimately increasing visibility, reducing operational stress, and making their subscription to ----------- fully return-driven.
Business System and Process Integration Specialist (-----------) Profit Works (SaaS Industry) | January 2025 - June 2025Software Implementation & Configuration: Led the full implementation of ----------- as the central operational hub—standardizing internal systems to support project execution, CRM workflows, and client lifecycle tracking.CRM Workflow Design: Built a scalable CRM pipeline in ----------- to manage lead capture, qualification, and follow-ups—ensuring real-time visibility into deal progress and improving lead response time and conversion accuracy.Project Management System Setup: Designed structured project management boards with status tracking, timelines, automations, and dependencies—empowering teams to manage cross-functional SaaS initiatives and product launches more efficiently.Process Development: Collaborated with internal stakeholders to develop end-to-end workflows across customer onboarding, renewals, and support—eliminating bottlenecks and improving execution speed by 40%.Software Optimization: Identified inefficiencies in client-facing and internal workflows, then deployed high-impact automations using ----------- and Zapier—reducing manual tasks and improving process speed and accuracy.QA & System Testing Before Launch: Conducted thorough quality assurance checks and user testing prior to every launch—ensuring automation accuracy, user accessibility, and business rule alignment before go-live.Dashboard Creation & KPI Monitoring: Developed real-time dashboards in ----------- to track metrics such as onboarding status, product adoption, churn risk, and team capacity—enabling data-driven decisions and faster intervention.Data Management & Reporting: Centralized customer data and activity logs into reporting dashboards—ensuring integrity and equipping leadership with performance insights across the customer lifecycle.Team Onboarding & SOP Creation: Created comprehensive SOPs and role-based guides covering CRM stages, project tracking, automation logic, and reporting workflows—ensuring consistent platform usage across all departments.Training & Support: Delivered hands-on training and support to internal teams—including sales, success, and ops—equipping them with the knowledge to fully leverage ----------- and self-manage their workflows.Client Ticket Resolution Management: Created a ticketing system within ----------- integrated with form submissions and email updates—reducing missed issues and cutting response time by 50%.Integration of Applications: Connected ----------- with third-party apps (e.g., email, forms, AI tools) via native integrations and Zapier—ensuring seamless data flow and eliminating siloed operations.System Monitoring: Established a routine for system audits, user access reviews, and performance monitoring—ensuring stability, security, and compliance across all live workflows.Collaboration & Engagement: Facilitated ongoing workshops and feedback loops with product, customer success, and leadership teams—aligning system improvements with both business strategy and user needs.


----------- Specialist (Project Based)Truck Stop Finance (B2C Industry) | February 2024 - May 2025System Design & Platform Setup: Built a lead management system in ----------- from the ground up. Created structured workflows for capturing leads, tagging them by source, and tracking their progress across stages (New, Contacted, Proposal Sent, Won/Lost).Automated Task Management: Implemented custom automations to reduce repetitive actions—such as assigning leads to sales reps, sending follow-up reminders, and notifying tea-----------mbers of status changes. This ensured no lead was overlooked and reduced manual coordination time by 60%.Dashboard & Reporting Configuration: Designed executive dashboards showing real-time insights on lead conversion, deal status, and source performance. This gave the client visibility into business trends and performance metrics without needing manual reports.Team Onboarding & SOP Creation: Developed a clear, step-by-step Standard Operating Procedure (SOP) to onboard the team to -----------. The SOP included board walkthroughs, automation explanations, role-based permissions, and reporting instructions—empowering the team to confidently use the platform from day one. ----------- Expert

Digital Marketing Project Manager & ----------- Specialist (Project-Based)Digital Diver 360 (B2B Industry) | December 2024 - January 2025Workflow Automation & Project Oversight: Streamlined end-to-end project management by building tailored boards and workflows in -----------. Integrated task dependencies, reminders, and visual dashboards, reducing project delivery delays by 30% and enhancing team accountability.Client-Facing Reporting & Dashboards: Designed real-time dashboards using ----------- to provide clients with visibility into KPIs, timelines, and delivery status. This reduced client check-ins by 50% and strengthened trust through transparent communication.Team Enablement & Training: Conducted in-house training programs and created SOPs to equip teams with ----------- best practices. This increased internal adoption by 90% and decreased onboarding time for new hires by 40%.Custom Automation Solutions: Built no-code automation for task assignment, follow-ups, and status updates tailored to each client’s workflow. This eliminated over 60% of manual admin work and increased operational efficiency across all departments.Multi-Project Management & Resource Allocation: Managed 6–10 concurrent projects by creating centralized project portfolios in -----------. This allowed leadership to make quick, data-informed decisions, resulting in a 95% on-time completion rate.Risk Management & KPI Alignment: Integrated risk tracking and performance indicators into dashboards, allowing early detection of bottlenecks and better alignment with client goals. This reduced project escalations by 70% and maintained high satisfaction ratings.




Keywords: Digital Marketing Strategy, Marketing Automation, Lead Generation, Data Entry, Automation, Performance Tracking, Client Reporting, Project Milestones, Timeline Management, Budget Management, CRM Management, Customer Relationship Management, A/B Testing, Project Plans, Digital Marketing Project Management, Client Onboarding, Communication, Process Infographics, SOP Developer, Workflow Developer, Process Improvement, Data Analytics. Project Portfolio Management, JavaScript, Zapier, Python, Custom AI, ----------- AI, SaaS, ----------- Consultant, CRM Automation, CRM Development, API, Project Workflows, API Integration, Strong Analytical and Evaluation Skills, Excellent Communication and Negotiation Skills, Project Management and Organization Skills, Problem Solving, Decision-Making and Strategic Thinking, ----------- AI, Artificial Intelligence, Chatgpt, N8N, Data Migration, Data Scraping, No/Low code developer, API Development, AI-Agent, Power Bi, Marketing Automation Specialist, Data Science, Machine Learning, Microsoft Power Bi Development, Data Engineering, AI Agent Development, AI Development, AI Bot, AI Model Integration, OpenAI API, Fast API, VAPI, Chatbot Development, Bot Development, API Integration, AI Model Integration, LLM Prompt Engineering, LLM Prompt, Solutions Architect, Implementation Consultant, API Schema, Implementation consultant, ----------- Consultant, LLM, AI Agent, Business Development, Solutions Architecture, Implentation Consultant, Full Stack Python, -----------, docusign, outlook, implementation consultant, Automation Specialist, Agentic AI), GHL, AI Automation & Systems Specialist, LLM, Claude, Claude Code, Codex, Cursor, prompt engineering.