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💼 Functional ServiceNow Architect | 8+ Years of Experience | UI Builder, Service Portal, Custom Apps, Integrations, ITSM, CMDB With over 8 years of hands-on experience in the ServiceNow ecosystem, I specialize in designing, building, and optimizing scalable solutions that drive business value. 🔧 Core Expertise: • UI Builder & Core UI Development – Crafting modern, intuitive interfaces tailored to business needs • Custom Application Development – Building scalable, secure apps from the ground up • Service Portal – Designing user-centric, responsive portals for seamless user experience • Integrations – Connecting ServiceNow with third-party systems using REST, SOAP, and MID servers • ITSM & CMDB – Delivering robust implementations aligned with ITIL best practices I bridge the gap between business needs and technical execution. Whether you're starting a new implementation or enhancing an existing one, I ensure solutions are aligned with strategic goals and user-friendly. ✅ Clear communication ✅ On-time delivery ✅ Scalable, future-ready architecture Let’s connect and bring your ServiceNow vision to life.

🚀 SENIOR FULL-STACK AUTOMATION ENGINEER — AI · CRM/ERP · DevOps I build production AI agents, automation workflows, and end-to-end integrations as ONE technical partner — instead of clients juggling 3-4 specialists who blame each other when systems break. Trusted across 20+ verticals since 2019. 📊 TRACK RECORD (6+ years on Upwork) ✅ $1M+ earnings · 462 projects ($2K → $500K range) · 16,635 hours logged ✅ 100% Job Success Score · Top Rated Plus ✅ 5,000+ workflows deployed · $5M+ saved · 100K+ hours of manual work eliminated ✅ AI agents in production handling 10,000+ calls/month ✅ Certified partners: Monday, Make, Vapi, Retell AI, Palantir Foundry ✅ Supported by Retailbox team (15K+ combined hours) for surge capacity ✅ Average response under 4 hours · US East Coast (West Palm Beach, FL) ✅ Available 10-30 hrs/week or full-time burst engagements 🏆 RECENT WINS (anonymized) • AI Copilot for $500M+ investment portal — Salesforce + SharePoint + RAG, 4-month build • Multi-tenant AI SaaS for elder care lead intelligence — scraping + AI scoring + dashboard • Healthcare wound care platform — HIPAA-compliant, mobile + EMR + AI transcription • Estate Planning AI Copilot — Claude + custom legal workflows for law firm • B2B Outbound System — Apollo + Clay + Smartlead + AI personalization, 1,000+ leads/week • ERP transformation — QuickBooks → Tryton migration, custom Python pipeline • AI Acquisition Engine — Multi-source enrichment + LLM scoring for B2B sales team 🌐 INDUSTRIES Home Services & Trades (HVAC · Plumbing · Electrical · Roofing · Solar · Pool · Painting) · Healthcare & Medical (Clinics · Pharmacy · Health Insurance · EMR · HIPAA) · Financial Services (Mortgage · Insurance · Investment · Crypto · Payments) · Manufacturing (Cabinet · Furniture · Steel · Civil Engineering) · Real Estate & Property · Marketing & Sales Agencies (GHL · HubSpot) · Construction & Contractors · Legal & Compliance · Retail & E-commerce (Shopify · Amazon · WooCommerce) · SaaS & Tech Startups · Telecom · Trucking · and more. 🤖 WHAT I DELIVER AI Engineering • Custom AI agents (Claude, GPT, Gemini) with tool calling • MCP server development for enterprise systems • RAG with vector databases (Pinecone, Weaviate, Qdrant, pgvector) • LangChain, LangGraph, CrewAI orchestration • I use Claude Code, Cursor, Codex daily — ship 5× faster Workflow Automation • n8n, Zapier, Make, Windmill, Power Automate • Custom Python/Node replacing fragile no-code chains • ETL pipelines (CRM ↔ data warehouse, AI training data, ERP migrations) • Event-driven systems, drip campaigns, scheduled reports CRM/ERP Integration & Architecture • HubSpot, Salesforce, Zoho, Monday, Pipedrive, Dynamics 365, GHL, Close CRM • NetSuite, Odoo, QuickBooks, Xero, Stripe • Field service — ServiceTitan, Jobber, Housecall Pro • Healthcare — eClinicalWorks, FHIR, HL7 • Multi-system architectures (5+ platforms unified) Full-Stack Development • React, Next.js, Node.js, Python, FastAPI, Django • Mobile — React Native, native iOS/Android • AI dashboards, admin panels, internal tools • PostgreSQL, MongoDB, Redis DevOps & Cloud • AWS, GCP, Azure · Docker, Kubernetes, CI/CD • Production monitoring, observability, security • HIPAA / SOC2 / PCI-aware integrations Voice AI — Vapi, Retell AI, Bland AI, Twilio (when use case fits) 🎯 COMMON ASKS • Claude/GPT integration into your app or CRM • AI SDR that books meetings (Apollo + Clay + Smartlead + Claude) • RAG chatbot trained on your company data • CRM automation with AI lead scoring (HubSpot/SF/Zoho/GHL) • Field service workflow (ServiceTitan/Jobber + AI) • Internal AI dashboard for ops team (Retool/custom) • Migrate Zapier/Make spaghetti to maintainable code • AI-powered mobile MVP (React Native + Claude) • Voice AI receptionist (Vapi or Retell + CRM sync) • ETL pipeline (QuickBooks/NetSuite ↔ data warehouse) • Custom MCP server for your team's Claude 🎯 IDEAL FIT I serve all sizes: • SMB ($1K-$10K) — small but specific automation that pays back fast • Mid-market ($10K-$100K) — multi-month engagements, multi-system builds • Enterprise ($100K-$500K+) — strategic platform builds, AI-native systems Engagement models: • $2K-$15K fixed scope (1-6 weeks) • $50K+ for AI/full-stack platform builds • $95-125/hr fractional (10-30 hrs/week, weekly Slack sprints) • Long-term Tech Support retainers 💼 HOW I WORK Week 1 — discovery + architecture · Week 2-N — weekly build sprints with daily Slack · Final week — production deploy with docs, tests, handoff. You own the code (zero agency lock-in). Available for ongoing maintenance OR clean handoff to your in-house team. 💬 NEXT STEP Send a 2-3 sentence brief: what you're building, your current stack, and the specific problem you want solved. Loom walkthroughs, existing repos, and architecture diagrams welcome.

🚀 Automation Architect | Systems Integrator | Workflow Fixer for Growing Businesses If your automations are firing at the wrong time, duplicating data, missing edge cases, or quietly breaking in the background—I fix that. I help businesses design, rebuild, and stabilize automation systems that actually run core operations, not just one-off Zaps. My work focuses on reliability, clean logic, and real business outcomes. This is not surface-level automation. I specialize in workflows where accuracy matters—payments, CRMs, accounting, onboarding, notifications, and approvals. ⚙️ What I Do (Based on Real Client Work) ✨ Payment & Revenue Automations • Stripe / Square triggers that fire only when payment is completed • Replace unreliable native triggers with webhooks • Post-payment actions: CRM updates, email notifications, Slack/Telegram alerts, enrollments • Fix “ghost orders” and premature triggers 📊 CRM & Lifecycle Automation • Sync and segment contacts across CRMs (Mailchimp, HubSpot, FUB, ClickUp CRM) • Correct tagging logic (trial vs paid, active vs cancelled) • Prevent duplicate records and conflicting automations • Build clean pipelines with automated follow-ups and handoffs 🧾 Finance & Accounting Workflows • Funnel form submissions, orders, or emails into QuickBooks Online • Draft estimates → approvals → invoices • Maintain human review where required (no blind auto-sending) • Reconcile data between sales systems and accounting 📁 Documents, Forms & E-Signatures • Google Forms → Autocrat → Drive → DocuSign workflows • Reliable file detection and attachment handling • Structured folder creation and naming conventions • Eliminate known Zapier + Drive edge cases 📋 ClickUp Systems & Automations • Cross-task and cross-list updates based on custom fields • Event/date-driven task updates • Space / Folder / List architecture • Dashboards, automations, and governance that scale with teams 🧠 Broken Automation Diagnosis • Debug Zaps or Make scenarios that “mostly work” • Identify race conditions, trigger flaws, and data mismatches • Rebuild logic to be stable, testable, and documented 🧰 Tools & Platforms I Work With 🔗 Automation & Integration • Zapier (advanced multi-step Zaps, webhooks, code steps) • Make (routers, iterators, error handling) • Jitterbit • BetterCloud • Custom Webhooks, REST & SOAP APIs • JavaScript & Python (Zapier Code, API transformations) 📊 Project Management & Work Management • ClickUp (systems, dashboards, automations, governance) • Monday • Jira • Google Sheets–based operational systems 🧠 CRM, Sales & Marketing Systems • HubSpot • Follow Up Boss • Mailchimp • GoHighLevel • Circle • CRM lifecycle automation, tagging logic, deduplication, and syncing 💳 Payments, Finance & Accounting • Stripe • Square • QuickBooks Online • Payment-complete validation, webhook triggers, draft-to-approval workflow 📁 Forms, Documents & E-Signature • Google Forms • Google Sheets • Google Drive • Autocrat • DocuSign • Document generation, file governance, PDF detection, and routing 🧑‍💼 HR, IT & Identity Management • OneLogin • ManageEngine • ServiceDesk Plus • UKG • User lifecycle automation (onboarding/offboarding, access cleanup) 📨 Communication, Scheduling & Notifications • Gmail • Outlook • Slack • Telegram • Calendly • Zoom • Alerts, reminders, digests, and executive summaries 🌐 Websites & E-Commerce • WordPress • Wix • Squarespace • Shopify • Client intake, purchase-triggered automations, and CRM syncs 🧩 API & Custom Development • REST & SOAP APIs • Authentication (API keys, OAuth, Basic/Bearer) • Payload design, field normalization, pagination • Error handling, retries, and logging • Google Apps Script–based automation systems If your tool isn’t listed, that’s usually not a blocker. I design automation around business logic first, the platform is just the implementation detail 🧠 How I Work • 🧩 Architecture first — I map the logic before touching tools • 🛑 No over-engineering — simple, reliable, maintainable • 🔍 Edge-case aware — duplicates, retries, failures, timing • 📘 Fully documented — logic, mappings, and Loom walkthroughs • 🤝 Collaborative — clear updates, no guessing 💼 Background & Results With years of hands-on automation and systems experience, I’ve delivered solutions that: ✅ Reduced manual work by 40–60% ✅ Fixed unreliable or misfiring payment automations ✅ Improved CRM data accuracy and segmentation ✅ Shortened onboarding, billing, and fulfillment cycles 🎯 As a Certified Scrum Master, I bring structured delivery, clear scope, and predictable outcomes—especially important for complex automations. 🔥 Why Clients Hire Me ✅ Proven experience with real production workflows ✅ Comfortable fixing what others couldn’t ✅ Deep understanding of how tools fail—not just how they work ✅ Clear communication and zero fluff ✅ I explain the system so you’re never dependent on me

Building a secure SSO (SAML, OAuth, OIDC) and multi-IdP IAM systems for real-world production environments. I help SaaS platforms and enterprises implement enterprise SSO and resolve complex SAML, OAuth, and AD/LDAP across Google, Okta, Entra ID (Azure AD), Keycloak, Auth0 and AWS Cognito with seamless user experience. 🎯 What I Help You Achieve → Implement SSO (SAML / OAuth / OIDC) across Okta, Entra ID, Keycloak, Auth0, AWS → Enable multi-IdP authentication for SaaS platforms → Resolve SSO failures (SAML errors, OAuth callbacks, redirect loops) → Design secure authentication & authorization architectures → Implement SCIM provisioning and lifecycle automation → Support enterprise customer onboarding with SSO (B2B SaaS integrations) 🔐 Core IAM Expertise ✅ SSO / Identity Federation → SAML SSO, OAuth 2.0, OpenID Connect (OIDC) → Multi-IdP integration (Okta, Entra ID, Keycloak, Google, Auth0, AWS) → Enterprise SSO for SaaS (multi-tenant, domain-based login) → Identity federation design and custom authentication flows ✅ Authorization & Access Control → RBAC / ABAC implementation → Fine-grained authorization (OpenFGA, OPA) → Secure API authentication & token validation (JWT lifecycle) → Session management and access policy enforcement ✅ MFA & Security → MFA: OTP, TOTP, WebAuthn, YubiKey, Push → Conditional access & adaptive authentication → Step-up authentication and risk-based flows ✅ User Lifecycle & Provisioning → SCIM 2.0 integrations → AD / LDAP sync → Automated provisioning & deprovisioning → Identity migration and federation transitions ✅ Troubleshooting Complex SSO & OAuth Issues → SAML assertion and metadata issues → OAuth redirect / callback errors → Token validation and session misconfigurations → Infinite redirects, login failures, federation issues 🛠️ Identity Platforms Primary: Okta • Microsoft Entra ID • Keycloak • Auth0 • AWS Cognito • Google Workspace Enterprise: Ping • OneLogin • ForgeRock • IBM Verify • Shibboleth • ADFS • WSO2 Custom / Open Source: Custom SAML SP/IdP • IdentityServer • SimpleSAMLphp • LDAP / RADIUS 🧠 Why Clients Work With Me → Delivered enterprise SSO integrations across 20+ identity providers → Deep expertise in SAML, OAuth, OIDC internals (not just configuration) → Strong debugging capability for complex identity issues → Experience building multi-tenant SaaS authentication systems → Clean, production-ready implementations with documentation ⚙️ Tech Stack Java • Node.js • Python • Golang • TypeScript • .NET • PHP Spring Security • Express • Django • React • Angular SAML2 • OAuth2 • OIDC • JWT • SCIM • MFA • WS-Fed • RBAC AWS • OCI • Docker • Kubernetes • CI/CD 📌 Available for hourly, fixed-rate, and long-term IAM engagements Let’s make identity your strongest layer, secure, scalable, and seamless.

I help businesses streamline operations, automate workflows, and implement CRM systems to create repeatable, high-efficiency processes that save time, reduce errors, and improve team performance. Using tools like HubSpot, Salesforce, HoneyBook, Dubsado, workflow automation software, and internal dashboards, I design business systems and operational workflows that allow teams to scale confidently and focus on growth. My Expertise Includes: CRM Setup & Optimization: Configure, integrate, and optimize platforms like HubSpot, Salesforce, HoneyBook, and Dubsado for efficient client management and data-driven operations. Workflow Automation & Business Process Automation: Automate client onboarding, support, task management, and internal workflows to reduce manual work and increase team productivity. Operations Systems Design & Business Systems: Build scalable, repeatable operational systems tailored to your business, ensuring clarity, accountability, and operational efficiency. SOPs & Documentation: Create standard operating procedures, process documentation, and guides to ensure long-term usability and team alignment. Sales & Revenue Operations: Optimize sales pipelines, lead routing, CRM reporting, and revenue lifecycle management to improve visibility, accountability, and performance metrics. I don’t just execute tasks, I design systems that scale. Businesses I work with often reduce manual work by up to 50%, achieve predictable execution across teams, and free leadership to focus on growth and strategic decision-making. If you’re looking for a Business Operations Manager, CRM Specialist, or Workflow Automation Expert to implement systems, optimize processes, and streamline operations, I can help. Let’s connect and build business operations that support growth instead of slowing it down.

♦ Losing revenue from failed payments? ♦ Delayed reporting and weak gateway visibility? ♦ Processor fees and checkout friction reducing profit? I help ecommerce brands automate payment operations, approval-rate reporting, and dashboard systems so they can catch problems faster, recover more revenue, and make better decisions with confidence. I build connected systems across automation, data dashboards, and ecommerce reporting, with a strong focus on payment operations and approval-rate optimization for brands using platforms like CheckoutChamp and Shopify. 𝗪𝗵𝗮𝘁 𝗜 𝗵𝗲𝗹𝗽 𝗲𝗰𝗼𝗺𝗺𝗲𝗿𝗰𝗲 𝗯𝗿𝗮𝗻𝗱𝘀 𝗶𝗺𝗽𝗿𝗼𝘃𝗲 ♦ Approval-rate monitoring and decline analysis ♦ BIN-level and gateway-level performance tracking ♦ Best-gateway logic for declined payment reprocessing ♦ Reprocessing timing strategy based on performance patterns ♦ Processor fee validation and bank statement review ♦ Threshold tracking for negotiated commission reductions ♦ Checkout payment-method analysis for Apple Pay, Google Pay, Afterpay, Klarna, and similar options ♦ 3DS reporting strategy for countries or flows where stronger authentication can improve payment success ♦ Executive dashboards that show exactly where revenue is leaking ♦ Payment routing visibility and gateway comparison reporting ♦ Revenue reporting across funnel, country, product, and processor segments 𝗖𝗼𝗺𝗺𝗼𝗻 𝗼𝘂𝘁𝗰𝗼𝗺𝗲𝘀 𝗜 𝗱𝗲𝗹𝗶𝘃𝗲𝗿 ♦ Fully automated dashboards with no manual exports or cleanup ♦ A reliable source of truth across payment, funnel, and ops reporting ♦ Faster diagnosis of approval-rate drops by product, BIN, gateway, country, or funnel ♦ Better decline-recovery workflows with logging and status tracking ♦ More informed processor and checkout decisions based on performance and cost data ♦ Cleaner reporting for leadership, operations, and finance teams ♦ Reduced manual work through stable, documented automations 𝗖𝗼𝗿𝗲 𝘀𝗲𝗿𝘃𝗶𝗰𝗲𝘀 ♦ 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐞𝐝 𝐃𝐚𝐭𝐚 𝐏𝐢𝐩𝐞𝐥𝐢𝐧𝐞𝐬 — API pulls / exports → processing → storage → dashboard ♦ 𝐏𝐚𝐲𝐦𝐞𝐧𝐭 𝐎𝐩𝐬 𝐃𝐚𝐬𝐡𝐛𝐨𝐚𝐫𝐝𝐬 — approval rates, declines, gateway trends, processor performance, BIN/country/product/funnel analysis ♦ 𝐃𝐞𝐜𝐥𝐢𝐧𝐞-𝐑𝐞𝐜𝐨𝐯𝐞𝐫𝐲 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 — scheduled reprocessing flows with best-gateway logic and logging ♦ 𝐏𝐫𝐨𝐜𝐞𝐬𝐬𝐨𝐫 𝐂𝐨𝐬𝐭 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬 — review of processor statements, fee validation, and commission-threshold tracking ♦ 𝐂𝐡𝐞𝐜𝐤𝐨𝐮𝐭 𝐎𝐩𝐭𝐢𝐦𝐢𝐳𝐚𝐭𝐢𝐨𝐧 𝐑𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠 — analysis for alternative payment methods, 3DS usage, and conversion-impact decisions ♦ 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐈𝐧𝐭𝐞𝐥𝐥𝐢𝐠𝐞𝐧𝐜𝐞 𝐑𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠 — recurring dashboards for ecommerce operations, payment monitoring, and revenue visibility 𝗥𝗲𝗹𝗲𝘃𝗮𝗻𝘁 𝗽𝗿𝗼𝗷𝗲𝗰𝘁 𝗲𝘅𝗮𝗺𝗽𝗹𝗲𝘀 ♦ 𝐏𝐚𝐲𝐦𝐞𝐧𝐭 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐬 𝐃𝐚𝐬𝐡𝐛𝐨𝐚𝐫𝐝 — built an automated reporting pipeline from checkout platform to warehouse to dashboard so leadership could quickly diagnose approval-rate changes across BIN, gateway, funnel, product, and country ♦ 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐞𝐝 𝐑𝐞𝐩𝐫𝐨𝐜𝐞𝐬𝐬 𝐃𝐞𝐜𝐥𝐢𝐧𝐞𝐝 𝐏𝐚𝐲𝐦𝐞𝐧𝐭𝐬 — built a scheduled decline-recovery workflow using best-gateway logic, logging, and status tracking, saving about 14 hours per week compared with manual handling ♦ 𝐀𝐏𝐈 → 𝐆𝐨𝐨𝐠𝐥𝐞 𝐒𝐡𝐞𝐞𝐭𝐬 → 𝐂𝐮𝐬𝐭𝐨𝐦𝐞𝐫 𝐍𝐨𝐭𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬 — built automated reminders with stop-logic after confirmation ♦ 𝐑𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠 𝐬𝐲𝐬𝐭𝐞𝐦𝐬 that improved consistency, reduced manual exports, and made daily payment monitoring easier for decision-makers 𝗧𝗼𝗼𝗹𝘀 𝗜’𝗺 𝘀𝘁𝗿𝗼𝗻𝗴𝗲𝘀𝘁 𝗶𝗻 ♦ Google Apps Script ♦ BigQuery ♦ Looker Studio ♦ Google Sheets ♦ Make automation ♦ Zapier ♦ CheckoutChamp ♦ Shopify ♦ n8n 𝗪𝗼𝗿𝗸𝗶𝗻𝗴 𝘀𝘁𝘆𝗹𝗲 ♦ Async-friendly ♦ Clear documentation and handoff ♦ Built for maintainability, not just quick fixes ♦ Structured around accurate reporting, operational visibility, and long-term usability Message me with: ♦ your platform stack ♦ the payment/reporting metrics you must track ♦ how often you want updates I’ll suggest the cleanest automation and reporting approach for your budget.