Resume and Portfolio Link: -----------
Automation consultant with Partner-level ----------- certifications across Advanced Workflow, CRM, Professional Services, and Developer training, plus hands-on delivery experience in -----------, Shopify, and DocuSign integration. I design and build multi-platform systems, from CRM automations and e-commerce inventory pipelines to AI-assisted development using Claude's Model Context Protocol (MCP) to configure boards and workflows directly. My engagements span SaaS, e-commerce, real estate, construction, and agency environments, each one built to remove manual bottlenecks and give leadership real-time visibility into their operations. I deliver systems that let the people running the business focus on growing it, not managing spreadsheets and status updates.
Professional Experience
----------- & ----------- Automation Specialist (Project-Based)
Advantage Home Tours (Real Estate Media), Freelance, Remote | July 2026 – Present
Workflow System Design: Designed a six-phase ----------- and ----------- workflow covering order intake, QC visibility, and team coordination for a seven-person photography team.
Aryeo Integration: Building a direct API integration between Aryeo and ----------- via -----------, automating order sync between the real estate media platform and the operational CRM.
Pipeline Architecture: Built a 23-column, 10-stage Orders board and a companion Agents board, giving leadership real-time visibility into order status and workload distribution.
AI-Assisted Build Execution: Used Claude's ----------- MCP integration to build the Agents board and full project tracking dashboard directly, accelerating delivery across the build's core phases.
Client Development: Won the engagement through a proposal positioning Aryeo, -----------, and ----------- as the core stack, securing a discovery-gated fixed fee plus ongoing support arrangement.
----------- Solutions Architect (Project-Based)
Phantom 4 (Multi-Brand Startup), Freelance, Remote | June 2026 – August 2026
Full Workspace Build: Architected a 20-board ----------- operations system across a four-business startup, structured over six phases to support company-wide scalability.
AI-Assisted Board Delivery: Used Claude's Model Context Protocol (MCP) to build and configure all 20 boards in an extended live session, compressing a multi-week build into a single accelerated engagement.
Systems Integration: Routed Slack notifications through ----------- after identifying a native platform authentication limitation, maintaining reliable cross-team communication.
Operational Readiness: Built and populated rollout tracking, time-tracking, and holiday-calendar boards, preparing the client's team for a smooth transition into the new system.
Client Proposal & Scoping: Authored a 9-page engagement proposal covering the full six-phase build, translating technical scope into a clear, client-ready roadmap.
Automation Specialist | Shopify, -----------, ----------- & DocuSign Systems
Clearwork Solutions, Contract, Remote | January 2026 – July 2026
----------- ERP Architecture: Onboarded to Shopify from scratch and architected a multi-scenario ----------- integration connecting Shopify to a ------------native ERP, mapping 27+ Shopify modules to support full order-to-fulfillment automation for an apparel brand client.
Technical Documentation & Spec Management: Authored a versioned set of structured markdown specification files to govern execution of the Shopify integration scenarios, establishing a single reference source for build logic across a 15-scenario system.
Inventory System Design: Built an append-only inventory ledger routed through a single Movement board as the source of truth for all stock changes, eliminating race conditions across concurrent order and fulfillment events.
ERP Scenario Scaling: Expanded the integration from a 3-scenario foundation to a 15-scenario ERP system covering order ingestion, edit mirroring, fulfillment, cancellations, refunds, and SKU cache management.
Webhook & API Architecture: Built a custom webhook router handling multiple Shopify event subscriptions through a single endpoint, reducing integration complexity while preserving full order lifecycle visibility.
Legal Document Automation: Designed a three-scenario ----------- system integrating DocuSign with ----------- for a real estate client, automatically triggering Landlord, Broker, and Lease document packages based on pipeline status changes.
API Troubleshooting & Reliability: Diagnosed and resolved DocuSign integration issues including field mapping errors and environment mismatches, ensuring reliable document delivery and signature tracking.
AI-Assisted System Building: Used Claude's Model Context Protocol (MCP) to directly build and configure ----------- boards and automations, accelerating delivery across client engagements.
Client Enablement & Documentation: Produced recorded scenario walkthroughs and structured SOP documentation, including a custom markdown-to-DOCX conversion tool, equipping clients to maintain systems independently after handover.
Cross-Client Delivery Management: Managed concurrent ----------- and ----------- engagements as the sole automation specialist on both, balancing testing discipline and delivery timelines across two structurally different systems.
----------- & ----------- CRM Specialist (Project-Based)
ICENIC Builders (Construction Industry), Freelance, Remote (Queenstown, New Zealand) | January 2026 – May 2026
CRM System Architecture: Designed a three-layer CRM identity model (Contacts, Accounts, Leads) in -----------, establishing a scalable data structure for a high-end construction firm's client pipeline.
AI-Powered Lead Qualification: Built an automated qualification workflow using OpenAI, scoring and routing inbound leads without manual review, improving response speed and lead quality.
Multi-Platform Integration: Connected Webflow, Calendly, and Outlook through five ----------- scenarios, automating lead capture, consultation booking, and email coordination into a single pipeline.
Duplicate Detection Logic: Engineered a time-proximity deduplication system to catch duplicate leads at the point of intake, reducing data noise and improving pipeline accuracy.
Board & Workflow Design: Delivered four production boards (CRM Lead Qualification, CRM Lead Consultation, Contacts, Accounts), giving leadership a single source of truth for lead-to-client conversion.
----------- Consultant | Automation & Workflow Specialist
STYRKR®, Contract, Remote (United Kingdom) | September 2025 – January 2026
Company-Wide System Architecture: Designed and implemented STYRKR's entire ----------- ecosystem from scratch, establishing a single source of truth across all operational departments.
Operations & Manufacturing Optimization: Built structured workflows, approvals, SLAs, and risk tracking, improving execution consistency and operational accountability.
HR & Office Administration Enablement: Implemented hiring, onboarding, and internal workflow systems, improving workforce visibility and onboarding efficiency.
Finance & Commercial Visibility: Designed operational tracking and reporting workflows, supporting leadership oversight and data-informed decision-making.
B2B Sales & White Label Operations: Built scalable sales pipelines and fulfillment handoffs, improving deal tracking, partner coordination, and delivery transparency.
Product Development & Launch Management: Implemented NPD and product launch workflows, improving timeline coordination, approvals, and cross-functional delivery.
Customer Experience & Service Structure: Centralized CX workflows and issue tracking, improving ownership, response consistency, and service visibility.
Marketing, Brand & Social Execution: Built standardized intake, execution, and approval workflows, improving campaign coordination and delivery efficiency.
Creative Team Workflow Management: Designed creative request, approval, and delivery workflows, improving throughput and reducing revision bottlenecks.
D2C, Amazon & Digital Operations: Built operational workflows supporting D2C performance, website coordination, and Amazon operations, improving cross-channel execution visibility.
IT, Systems & Integrations Governance: Implemented structured IT and systems workflows, improving integration tracking and operational stability.
Automation & Efficiency Gains: Built automation for task creation, reminders, approvals, and escalations, reducing manual coordination by an estimated 30–40%.
Executive Reporting & Dashboards: Built real-time dashboards and structured reporting views, improving leadership visibility, accountability, and decision-making.
Process Standardization & SOPs: Created documented operating procedures and system guidelines, supporting adoption, onboarding, and long-term scalability.
----------- Specialist (Project-Based)
Cosplay Ozanimart Pty Ltd, Freelance, Remote (Australia) | October 2025 – January 2026
System Audit & Optimization: Audited existing ----------- setup and redesigned board structures, improving system clarity, usability, and scalability across departments.
Workflow Optimization: Rebuilt inefficient workflows and execution logic, reducing manual work and process friction across daily operations.
Automation Enablement: Implemented task automations, reminders, and status-driven triggers, improving execution consistency and reducing follow-up overhead.
Cross-Department Visibility: Built structured boards and reporting views, improving real-time visibility into operational status and team accountability.
Scalable System Design: Aligned workflows with business growth needs, ensuring the system supports future expansion without added complexity.
Solutions Architect (-----------)
CarbonWeb (Tech Consulting, ----------- Platinum Partner) | August 2025 – September 2025
System 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 2025
Workflow Automation & System Implementation: Replaced Slack-based order communication with a centralized ----------- workflow, standardizing client submissions, designer task management, and approvals, eliminating missed orders and ensuring 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, simplifying the submission experience, reducing intake errors, and eliminating 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.
----------- Consultant | Workflow & Automation Specialist (Project-Based)
RWR Group (B2B Industry) | March 2025 – July 2025
System 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 goals.
Automation 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.
----------- Specialist
DidoStreet Early Learning Centre (Education Industry) | May 2025 – July 2025
System 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.
----------- Consultant | CRM & Workflow Automation Specialist (Project-Based)
Profit Works (SaaS Industry), Freelance, Remote (United States) | January 2025 – June 2025
CRM Pipeline Design: Designed a scalable CRM pipeline in ----------- for lead capture, qualification, and automated follow-ups, improving pipeline visibility and lead conversion.
Cross-Functional Project Architecture: Created structured project boards with task dependencies, automations, and timelines to support cross-functional collaboration across teams.
Lifecycle Workflow Design: Built lifecycle workflows covering onboarding, renewals, and support, reducing bottlenecks and improving delivery speed by 40%.
Automation Deployment: Deployed high-impact automations via ----------- and Zapier, cutting manual task volume by over 60% and freeing teams to focus on strategic execution.
QA & UAT Testing: Conducted QA and user acceptance testing to validate workflow logic, usability, and launch accuracy prior to rollout.
Executive Dashboard Reporting: Built real-time dashboards for leadership to monitor KPIs including onboarding progress, churn risk, and team capacity, enabling data-driven decision-making.
Ticketing System Integration: Implemented a ticketing system integrated with forms and email, cutting response time by 50%.
Platform Governance & Adoption: Authored SOPs and platform guides and established recurring system audits, access reviews, and performance monitoring, achieving higher platform adoption across departments and strengthening long-term platform stability.
----------- Specialist (Project Based)
Truck Stop Finance (B2C Industry) | February 2024 – May 2025
System Design & Platform Setup: Built a lead management system in ----------- from the ground up, creating 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, ensuring no lead was overlooked and reducing manual coordination time by 60%.
Dashboard & Reporting Configuration: Designed executive dashboards showing real-time insights on lead conversion, deal status, and source performance, giving 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 -----------, including board walkthroughs, automation explanations, role-based permissions, and reporting instructions, empowering the team to confidently use the platform from day one.
Digital Marketing Project Manager & ----------- Specialist (Project-Based)
Digital Diver 360 (B2B Industry) | December 2024 – January 2025
Workflow Automation & Project Oversight: Streamlined end-to-end project management by building tailored boards and workflows in -----------, integrating 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, reducing client check-ins by 50% and strengthening trust through transparent communication.
Team Enablement & Training: Conducted in-house training programs and created SOPs to equip teams with ----------- best practices, increasing internal adoption by 90% and decreasing 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, eliminating over 60% of manual admin work and increasing operational efficiency across all departments.
Multi-Project Management & Resource Allocation: Managed 6–10 concurrent projects by creating centralized project portfolios in -----------, allowing 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, reducing project escalations by 70% and maintaining high satisfaction ratings.
Digital Marketing Project Manager (Seasoned Project Manager)
Innovation Marketing Agency (Agency Industry) | November 2024 – January 2025
Purpose-Aligned Project Leadership: Initiated and executed digital marketing projects by aligning each phase with the client's deeper business objectives, prioritizing every task based on its impact, resulting in increased campaign efficiency and a 35% improvement in strategic goal alignment.
Focused Multi-Project Execution: Managed 6–8 digital campaigns concurrently by concentrating on critical-path activities that drive the greatest impact, reducing project delays by 40% and maximizing delivery speed without compromising quality.
Empowered Team Communication: Facilitated weekly check-ins and alignment meetings to ensure the team understood not just what needed to be done, but why it mattered, building a strong sense of ownership, streamlined collaboration, and improved internal responsiveness.
Optimized Resource Management: Used ----------- to automate workflows, balance workloads, and visualize project progress in real time, allowing the team to focus on high-value tasks while increasing efficiency across departments.
Proactive Risk Control: Created a forward-looking risk framework to identify potential blockers early and implement mitigation strategies before they escalated, resulting in 75% of issues resolved preemptively, ensuring steady progress and client confidence.
Insight-Driven Performance Monitoring: Developed customized dashboards tracking KPIs that directly impact client ROI, like lead generation quality, cost-efficiency, and engagement metrics, enabling faster optimization and smarter decision-making.
Key Achievements
System Overhaul for SaaS Scalability: Implemented a unified ----------- ecosystem at Profit Works, consolidating CRM, project, and lifecycle operations, boosting execution speed by 40% and increasing internal alignment.
CRM Workflow Automation: Designed a scalable CRM pipeline integrated with Zapier, automating lead capture and task assignment, reducing manual workload by 60% and improving lead handling efficiency.
Executive Dashboard Creation: Built real-time KPI dashboards for CEOs at RWR Group and Digital Diver 360, eliminating the need to check multiple boards and enabling strategic decision-making at a glance.
Client Ticketing System Optimization: Streamlined support processes by integrating a ----------- ticket resolution system, cutting response time by 50% and improving client satisfaction.
Error-Free Launch Execution: Performed QA and user testing prior to every go-live, ensuring 100% issue-free launches, automation accuracy, and stakeholder confidence in each system rollout.
Recruitment Workflow Transformation: Replaced disjointed recruiter boards with a centralized, automation-driven recruitment pipeline at RWR Group, giving leadership real-time oversight and operational clarity.
Team Training & Adoption Acceleration: Delivered targeted SOPs and onboarding sessions at Digital Diver 360 and Truck Stop Finance, raising ----------- adoption by 90% and reducing team ramp-up time by 40%.
Project Delivery Accuracy: Developed automation-ready project boards and resource dashboards, achieving 95% on-time delivery rate across cross-functional SaaS and agency projects.
Lead Conversion Optimization: Increased lead conversion speed by 40% through a custom-built ----------- lead management system that streamlined the capture, qualification, and routing of loan inquiries from multiple sources (e.g., website, referrals, and ads).
Workflow Automation: Reduced manual coordination by 60% by implementing intelligent automations, automatically assigning leads to loan officers, triggering follow-up tasks, and sending real-time alerts for status changes such as "Proposal Sent" or "Deal Won."
Pipeline Clarity & Forecasting: Improved accuracy and forecasting by introducing standardized tagging for lead sources and loan types (e.g., Truck Loans vs. Equipment Loans), enabling clearer segmentation and monthly deal closure predictions.
Streamlined Workflows: Implemented automation tools like Zapier and -----------, reducing manual tasks by 60%, and enabling the team to focus on strategic growth and high-impact activities.
Boosted Lead Conversion: Achieved a 75% conversion rate of inquiries into scheduled services through Messenger and targeted email marketing.
Real-Time Reporting for Senior Leadership: Developed dashboards providing real-time insights for senior stakeholders.
Technical Skills
Workflow Automation & Integration: ----------- Automations, Zapier, Shopify, Aryeo, API Integrations, No-Code Automation Architecture, Cross-Platform Sync. Implemented across B2B (Digital Diver 360), B2C (Truck Stop Finance), E-Commerce (Clearwork Solutions), and Agency (Innovation Marketing) operations.
AI-Assisted Development: Claude MCP (Model Context Protocol), OpenAI API Integration, AI-Powered Lead Qualification, No-Code/Low-Code AI Workflows. Used to accelerate multi-board ----------- builds and automate lead scoring.
CRM Systems & Client Lifecycle Management: ----------- CRM, HubSpot CRM, Pipeline Design, Lead Tracking, Client Onboarding, Renewal Flows. Customized for SaaS, recruitment, and marketing agency needs.
Project Management Tools & Methodologies: -----------, Asana, Agile, Waterfall, Portfolio Management, Task Dependencies, Resource Allocation. Deployed in multi-project environments across B2B and agency models.
Dashboarding & Data Analytics: Real-Time KPI Dashboards, Executive Reporting, Lead Source Analytics, Team Productivity Monitoring. Empowering CEOs and cross-functional teams with actionable insights in both B2B and B2C settings.
System Implementation & QA: System Architecture Planning, Platform Setup, QA & UAT Testing, System Audits, Change Management. Ensuring error-free go-lives for SaaS and project-based businesses.
SaaS Business Process Optimization: Subscription Lifecycle Automation, Onboarding Funnel Setup, Ticket Management Systems, Client Health Monitoring. Tailored to support recurring revenue models and high-touch service delivery.
Documentation & SOP Development: SOP Creation, Platform Playbooks, Role-Based Guides, User Training Materials. Standardized across departments for consistent platform adoption in both lean and scaled teams.
Communication & Collaboration Platforms: Slack, Zoom, Microsoft Teams, Loom. Enabled smooth communication across remote teams, stakeholders, and client-facing collaborations in B2B, B2C, and agency environments.
Core Competencies
Digital Marketing Strategy & Execution
CRM System Design & Lifecycle Management
Project Management & Leadership
Data-Driven Decision Making
Automation & Workflow Optimization
Business Process Development
Executive Dashboard Creation
System Implementation & Change Management
Cross-Industry Adaptability
Education & Certification
Bulacan State University | San Jose Del Monte Bulacan, Philippines | Bachelor of Science in Information Technology (BSIT) | 2013–2017
Zapier 101: Automate your work | Udemy | Instructor: Janosch Herrmann | October 2024
----------- Work Management Badge | August 2025
Advanced Workflow Badge | August 2025
Monday CRM Basic Level Product Training | August 2025
Monday CRM Official Product Training for Implementer Partners | August 2025
Monday CRM Expert Level Product Training for Implementer Partners | August 2025
Professional Services Badge | September 2025
Advanced Professional Services Badge | September 2025
Partner Admin Badge | September 2025
----------- Product Light Certification | September 2025
Developers Badge 2024 | September 2025
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, Github, REST APIs, JSON, GTM
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