Robert S.
Paris, France
100%
Job Success
Automation Specialist for Accounting Firms | Zapier Certified Expert
$150.00/hr
For as long as I can remember, I’ve always had a strong interest in business and technology.
Growing up you would often find me pulling apart my latest computer without the slightest idea of how to put it back together.
Fortunately, this taught me the skills and patience to keep trying until it was working again which also led to a career in IT spanning 7 years working for some of Australia’s top tech retailers.
In 2012, I decided to turn my passion for learning and launched my very first business.
Today, I work with firm owners across the globe to implement innovative automation solutions that help them to buy back their time.
🤓 Software I Specialise In
• Karbon Certified Expert
• Zapier Certified Expert
• Pipedrive Partner
• HubSpot Certified
🤔Firms I’ve Worked With Include
• Accounting
• Financial Planning
• Tax Advisors and more…
🔥 What Others Say
“We're saving at least 8-10 hours per week. Now I can bring in more business rather than mess around with triggers and automations. They've blown us away -- way beyond our expectations.” - John Mollica, My Franchise CPAs
“Opzer helped us to completely rework our processes from the ground up and have implemented a more streamlined user experience for us and our clients. I would not hesitate in recommending Opzer for your automation needs.” - Dave Miller, Rosen Dental Transitions
⏰ Ready to say goodbye to inefficiencies within your firm?
Let's connect to learn more about the challenges you are currently facing within your firm regarding your software or manual processes and start putting together a plan for how you can overcome them.
If you feel I’m a good fit, I’ll outline the steps and investment required to get started.
It’s that easy!
Work history
Work history
Automating Sales & Operations Process loop
5.00
Jul 26, 2022
-
Oct 15, 2024
Private earnings
Airtable Configuration - Advanced integrations
5.00
Nov 29, 2022
-
Apr 26, 2024
Private earnings
CRM and Automation development
5.00
Feb 14, 2022
-
Apr 10, 2024
Private earnings
Pipedrive Configuration / Architecture
5.00
Feb 7, 2022
-
Mar 5, 2024
Private earnings
Sales process review & Pipedrive implementation
5.00
Sep 5, 2022
-
Jun 6, 2023
"Robert and the team were extremely efficient and quick to communicate with. Their processes and procedures were very good and they did everything possible to complete the project as quickly…
Private earnings
Operations & Automation Coaching Sessions
5.00
Sep 27, 2022
-
Nov 18, 2022
"I loved working with Robert. He's super knowledgeable about automation and business processes - and helped me to map out my onboarding process. I've already implemented some of his recommendations…
Private earnings
Active Campaign Set-Up & 5 Automation tasks - 2 with AC, Thinkific, Integromat, Google integrations
5.00
Nov 5, 2021
-
Apr 19, 2022
"Robert was absolutely stellar. He went above and beyond and made our complex and demanding project as smooth as it could be and made it look easy. I could not…
Private earnings
CRM Optimization and Data Migration
5.00
Jan 25, 2022
-
Apr 4, 2022
"All recommendations for Robert and his knowledge of Pipedrive!"
Private earnings
Active Campaign Guru to help us setup and get the most out email campaigns for our fintech start-up
5.00
Oct 18, 2021
-
Jan 21, 2022
"Robert and co were a great help to our internal team with aiding in the set up of our AC account. We could have done it without them! We hope…
Private earnings
Pipedrive expert for CRM set-up
4.45
Nov 8, 2021
-
Dec 31, 2021
"Thanks Robert for streamlining ops with us."
Private earnings
Workflow / Marketing Automation Project
Jan 10, 2023
-
Present
Job in progress
Private earnings
Ad-Hoc Automation Consulting
Dec 2, 2022
-
Present
Job in progress
Private earnings
Pipedrive Integration Specialist
Nov 22, 2022
-
Present
Job in progress
Private earnings
Set up ZoHo CRM
Sep 16, 2022
-
Present
Job in progress
Private earnings
Uscreen/Drip/AC
Jul 8, 2022
-
Present
Job in progress
Private earnings
Active Campaign Expert Needed
May 24, 2022
-
Present
Job in progress
Private earnings
Monday.com Automations Expert Required for Setup of Sales CRM
Apr 29, 2022
-
Present
Job in progress
Private earnings
Copper Automation Specialist
Apr 7, 2022
-
Present
Job in progress
Private earnings
HubSpot Typeform Integration & HubSpot Setup
Apr 1, 2022
-
Present
Job in progress
Private earnings
Pipedrive setup and automatization expert
Nov 10, 2021
-
Present
Job in progress
Private earnings
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Skills
Skills
- Zapier
- HubSpot
- Business Process Automation
- Process Improvement
- Task Automation
- Pipedrive
- Airtable