I help businesses automate lead management, customer journeys, and CRM operations using AI-powered workflows.
With 7+ years of experience across Customer Success, CRM systems, and business operations, I build scalable automations that reduce manual work, improve response times, and create better customer experiences.
Whether you're struggling with lead follow-up, onboarding, pipeline management, or customer communication, I can help you design and implement systems that scale.
What I can help you with:
✔ CRM Automation & Workflow Design
✔ GoHighLevel, Salesforce & Intercom Automation
✔ Lead Capture & Lead Nurturing Systems
✔ Customer Journey & Lifecycle Automation
✔ AI-Powered Customer Support Workflows
✔ Sales Pipeline Automation
✔ Process Optimization & Operational Efficiency
✔ AI Chatbots & Conversational Automation
✔ CRM Setup, Cleanup & Optimization
Tools:
GoHighLevel | Salesforce | Intercom | Make | Claude | OpenAI | HubSpot | Zapier | Slack | Notion | ClickUp | Ollama | Kimi | JetBrains
If you're looking for a CRM Automation Specialist who understands both customer operations and automation systems, send me a message and let's discuss your project.
French
Customer Service
Customer Support
English to French Translation
French to Italian Translation
English to Italian Translation
French to English Translation
AI Bot
CRM Automation
SAP CRM
Salesforce CRM
Microsoft Dynamics CRM
Squarespace
AI Chatbot
HighLevel
Shopify
Client Management
Customer Onboarding
AI Consulting
Claude
nikisha rachelle V.
Los Angeles, California
$33/hr
5.0
11 jobs
I'm well versed in customer service, Zendesk, customer experience and customer success with over ten years of extensive experience in startup/corporate worlds. I have sharpened my skills while freelancing and working remotely/in office in customer service and brand advocacy with a variety of teams such as Optiwatt, PopCom, Cabana, Lime, ezhome, Elance/Upwork, Mohawk and Zestt. If you agree that well-managed projects should exceed clients' expectations in terms of quality and service, we should talk.
Zendesk
SaaS
Writing
Email Communication
Customer Service
Copywriting
Technical Support
Price & Quote Negotiation
Social Customer Service
Eduardo A.
Los Angeles, California
$14/hr
4.3
76 jobs
Operations and Support Specialist with 15+ years of experience across fast-paced environments. I help e-commerce and SaaS businesses manage high-volume email and chat support using tools like Zendesk and Shopify.
I focus on fast response times, clear communication, and resolving customer issues efficiently while maintaining a professional brand experience. Upwork Skill Certified, adaptable, and comfortable working independently or with distributed teams.
Intercom
Content Moderation
Zendesk
Customer Support
Shopify
Writing
Email Support
Gorgias
Review
Quality Control
Administrative Support
Communications
Freshdesk
Samantha J.
Los Angeles, California
$20/hr
4.3
47 jobs
Hi, I'm Samantha! I'm a versatile and tech-savvy virtual assistant with experience in a variety of niches and business models.
Platforms efficient in:
Gorgias
ZenDesk
Intercom
Etsy
Clio
Discord
Hubspot
Salesforce
Asana
Slack
Google Suite
Stripe
Shopify
Google Voice
Amazon
WordPress
Shipstation
ShipBob
ClickUp
Canva
Instagram, TikTok, Facebook
Niches:
E-commerce/SaaS
App support
Property management/ Real Estate
Legal/Law Admin
Attributes:
Fast learner
Tech-savvy
Creative
Resourceful
Self-starting
Problem-solving
Tenacious
Motivated
Skills:
Customer support via email, phone, and live chat
Content creation
Image editing and creation
E-commerce tasks such as creating product listings, processing returns/refunds, filing claims, order tracking, inventory management, creating knowledge databases, creating and improving workflows, and collaborating in a team environment
I'm looking for a company to grow with long-term. If that sounds like you, please contact me!
Online Chat Support
Email Support
Zendesk
Administrative Support
Social Media Marketing
Data Entry
Customer Service
Shopify
Content Management
Community Moderation
Google Workspace
Virtual Assistance
WordPress
Omari A.
Los Angeles, California
$90/hr
4.8
41 jobs
🏅 𝟰𝘅 Braze Certified. Klaviyo Product Certified. Top Rated on Upwork. 𝟭𝟬𝟬% Job Success.
I build production-grade lifecycle marketing programs on Braze for consumer subscription apps, mobile marketplaces, and funded FinTech. If your acquisition is working but activation, trial-to-paid, or retention is flat, you have a lifecycle marketing problem, and it is what I solve.
Trusted with lifecycle marketing strategy and execution at 𝗟𝘆𝗳𝘁, 𝗚𝗿𝗶𝗻𝗱𝗿, 𝗖𝗹𝗮𝗶𝗿, and 𝗪𝗔𝗩 𝗠𝗲𝗱𝗶𝗮.
🏆 𝗥𝗲𝗰𝗲𝗻𝘁 𝗕𝗿𝗮𝘇𝗲 𝗹𝗶𝗳𝗲𝗰𝘆𝗰𝗹𝗲 𝗺𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴 𝘄𝗶𝗻𝘀:
• 𝗚𝗿𝗶𝗻𝗱𝗿 (mobile dating subscription app). Senior PMM owning lifecycle at scale on Braze. Airport-geofenced Travel Profile activation using push, content cards, in-app messaging, and control-group testing drove +𝟯𝟳𝟬% lift in trip adds (statistically significant), conversion 𝟬.𝟯𝟬% to 𝟭.𝟰𝟯% (𝟰.𝟳𝘅 vs control). Separate NYC reactivation program on Braze: +𝟱𝟴% lift vs control on 𝟭𝟲,𝟰𝟱𝟮 users.
• 𝗖𝗹𝗮𝗶𝗿 (Earned Wage Access FinTech). Director of Lifecycle Marketing. Rebuilt the first-transaction nudge on Braze, drove +𝟱𝟴% increase in first-time wage advances. Owned activation, retention, reactivation journeys, and deliverability hardening.
• 𝗪𝗔𝗩 𝗠𝗲𝗱𝗶𝗮 (music app). Head of Lifecycle Marketing on Braze + Branch. Six months post-relaunch: +𝟭𝟰𝟮% one-month retention, +𝟰𝟰% one-week retention across email, push, and in-app.
• 𝗟𝘆𝗳𝘁 (marketplace). Senior Growth Marketing Manager, Driver Growth. Day-1 activation program lifted Lyft Direct applications +𝟳𝟯.𝟯% (stat sig). Real-time commute-nudge push: +𝟮𝟱.𝟲% sessions, +𝟵.𝟭% shift starts.
💬 "Omari has been an absolutely stellar contributor at Lyft. Equally adept at managing high complexity and refining the team's strategy. An absolute pro who brings uncommonly sharp critical thinking. I'd leap at the chance to work with him again." — 𝗧𝗿𝗲𝘃𝗼𝗿 𝗖., Senior Manager, Growth Marketing, 𝗟𝘆𝗳𝘁
🛠️ 𝗪𝗵𝗮𝘁 𝗜 𝗱𝗲𝗹𝗶𝘃𝗲𝗿:
✔ Lifecycle marketing and CRM strategy. Activation, onboarding, retention, win-back, monetization mapped against your funnel data.
✔ Mobile app growth. Subscription onboarding, paywall and freemium funnels, trial-to-paid redesigns, push, in-app messaging, behavioral deep linking.
✔ Braze and Klaviyo implementation and migration. 𝟰𝘅 Braze certified, Klaviyo Product certified. From-scratch builds and migrations across Braze, Klaviyo, Iterable, Customer io, and Intercom. Currents, Liquid, Connected Content, Canvas Flow.
✔ Cross-channel lifecycle marketing programs. Email, push, in-app, content cards, SMS. A/B testing with control groups.
✔ Product analytics integration. Amplitude, Firebase. SQL against event data (HiveQL, Amplitude, Firebase).
✅ 𝗕𝗲𝘀𝘁 𝗳𝗶𝘁 𝗳𝗼𝗿 𝗹𝗶𝗳𝗲𝗰𝘆𝗰𝗹𝗲 𝗺𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴 𝗲𝗻𝗴𝗮𝗴𝗲𝗺𝗲𝗻𝘁𝘀:
• Consumer mobile app founders shipping their first real Braze lifecycle marketing program
• Teams replacing a brittle MVP CRM stack with a properly built Braze or Klaviyo program
• Funded subscription apps needing a fractional Director of Lifecycle Marketing or Senior PMM
• Operators in FinTech, wellness, media, dating, or mobile marketplaces building a serious lifecycle marketing function
• Brands plateaued on retention, activation, or trial-to-paid needing a senior lifecycle marketing diagnostic, not another junior to manage
Not a fit: paid ads, paid social, SEO, top-of-funnel acquisition, branding without a lifecycle marketing core, email design-only.
𝗛𝗼𝘄 𝗮 𝗹𝗶𝗳𝗲𝗰𝘆𝗰𝗹𝗲 𝗺𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴 𝗲𝗻𝗴𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝘀𝘁𝗮𝗿𝘁𝘀:
1️⃣ Scoping call (free, 30 min). I map your funnel data, current stack, and the metrics that would matter if they moved. Written diagnosis with prioritized fixes within 𝟰𝟴 𝗵𝗼𝘂𝗿𝘀.
2️⃣ Strategy pass. Braze implementation plan, journey architecture, segmentation model, behavioral triggers, success metrics.
3️⃣ Build sprint. Braze Canvases, Liquid, A/B framework, deliverability hardening, reporting layer. Live in your tools in one to two sprints.
4️⃣ Measure and iterate. Weekly checkpoints, before-and-after on the agreed metric, full handoff.
📩 Send the JD or a 2-line description. If we are a fit, I will reply with a specific Braze lifecycle marketing read within 𝟮𝟰 𝗵𝗼𝘂𝗿𝘀.
Keywords: Braze, Lifecycle Marketing, CRM, Customer Retention, Retention Marketing, Email Marketing, Marketing Automation, Push Notifications, In-App Messaging, Content Cards, SMS, Customer Journeys, Activation, Onboarding, Reactivation, Churn, Trial-to-Paid, Subscription Apps, Mobile App Marketing, Product Marketing, SaaS, FinTech, Consumer Apps, Klaviyo, Liquid, Currents, Canvas Flow, Connected Content, Amplitude, Firebase, HiveQL, Iterable, Customer io, Intercom, OneSignal, A/B Testing, Cohort Analysis, Behavioral Segmentation
Email Marketing
Braze
Klaviyo
Marketing Automation
Email Marketing Strategy
Customer Lifecycle Messaging
Email Campaign Setup
Email Automation
Customer Retention
CRM Automation
Marketing Strategy
Mobile App Strategy
A/B Testing
Audience Segmentation & Targeting
Campaign Management
Customer Relationship Management
Mailchimp
SMS
Email Copywriting
Push Notifications
Maggie G.
Beaumont, California
$40/hr
4.7
5 jobs
I help SaaS and IoT teams turn customer support into something that scales — I build the AI systems, tools, and CX operations behind fast, accurate, genuinely good support.
Most recently I built and led the AI automation of a live customer-support operation — shipping working systems in days on a build that had been open for eight months:
• AI ticketing agent — autonomously handles routine tickets end to end (device/hardware issues, alerts, cancellations, RMA/warranty decisions, account access). It drafts a reply, validates each category against an 80–90% accuracy gate, then auto-sends — covering the majority of inbound volume and enabling a leaner team with no weekend coverage.
• AI live-call assist — compiles a full account briefing in ~90 seconds by pulling data across six systems in parallel, replacing a slow multi-tab lookup while the customer is on the line.
• AI voice agent — set up a voice agent (CloudTalk) to help field and handle inbound calls.
• QR field-support web app — designed and drove the build of a production React/TypeScript app (NestJS proxy integrating Postgres, HubSpot, ShipStation, AWS IoT, and Hologram; Firebase SSO) that lets store staff self-serve a site health check, guided troubleshooting, and ticket submission from a single QR scan. Live and piloting across ~44 stores.
I'm a Customer Support Manager (5+ years in support, 1+ year leading a global remote team across the U.S., Philippines, and Argentina) who also builds the fundamentals great CX runs on:
• Onboarding & training — call-flow docs, escalation guides, and a 19-SOP knowledge library
• CX operations & tooling — HubSpot ticket pipelines, 45 workflow updates, tier 1/2 support
• AI-native — I build and use AI every day (I "vibe-code" internal tools in Claude Code) to strip out busywork so human judgment goes where it counts
I also have a strong Upwork track record in research, list building, and lead generation (see my reviews below).
Available for part-time/contract work, weekday evenings (Pacific Time). Tell me what's slowing your support down and I'll share how I'd approach it. — Maggie
Data Entry
List Building
Email Communication
Prospect List
Administrative Support
Customer Service
Salesforce CRM
Research & Strategy
Customer Support
Customer Onboarding
HubSpot
Online Chat Support
Help Desk Software
Technical Support
Lead Generation
Email Support
Artificial Intelligence
Automation
AI Chatbot
ChatGPT
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