I design, optimise, and automate customer support and CX operations so they scale cleanly, consistently, and profitably.
With 20+ years across B2B SaaS, enterprise support, customer success, and operational transformation, I specialise in CX systems architecture, workflow automation, and customer operations design.
I take fragmented workflows, bloated backlogs, manual processes, weak reporting, disconnected tools, and reactive support environments and turn them into structured operating models that teams can actually run.
My work covers the full customer operations stack:
• CRM
• support platforms
• onboarding workflows
• contracts and e-signature
• payments and refunds
• knowledge and self-service
• chat and AI escalation
• automation and reporting
If your team relies on spreadsheets, manual updates, disconnected systems, inconsistent macros, or individual knowledge, I redesign the system underneath it.
What I deliver
• CX and support operating model design
• Zendesk architecture, triggers, macros, forms, routing, fields, and reporting
• Intercom workflows, product tours, tooltips, help content, chat flows, and self-service
• HubSpot CRM setup, companies, contacts, deals, properties, pipelines, and onboarding workflows
• DocuSign workflow design, template structure, field mapping, signing flows, and CRM handoff
• Stripe-related payment, refund, and support workflow design
• Make and n8n automation using APIs, webhooks, and middleware
• Manual process reduction across support, refunds, bookings, onboarding, and escalations
• Backlog health analysis and capacity modelling
• AI escalation and chatbot failure analysis
• Knowledge systems aligned to KCS principles
• Data-led reporting that surfaces risk early
Platforms and systems
Hands-on experience across:
• Zendesk
• Intercom
• HubSpot
• DocuSign
• Stripe
• Make
• n8n
• Jira
• Oracle RightNow
• Google Sheets and operational trackers
• CRM, booking, support, contract, payment, and internal tool integrations
Tools are implementation layers.
The goal is operational clarity, cleaner workflows, less manual effort, and reliable data.
Typical outcomes
• Reduced ticket handling time and manual rework
• Fewer duplicate, noisy, or avoidable tickets
• Cleaner automation and macro architecture
• Better routing and escalation control
• Stronger CRM and support data quality
• Clearer onboarding, contract, payment, and support handoffs
• Reduced dependency on spreadsheets and individual knowledge
• Better backlog control and utilisation visibility
• Early warning indicators for churn, service risk, and operational drift
AI escalation and automation leakage
I also help teams understand where AI, chatbots, and support automation are failing.
This includes analysing AI-escalated conversations to identify where the bot lost intent, missed a handoff request, failed to classify the issue, or created a poorly structured ticket.
Typical findings include:
• avoidable human escalations
• missing intent capture before handoff
• poor field population
• weak routing or classification
• chatbot loops and fallback failures
• automation leakage where the customer still ends up in a manual journey
The output is a practical improvement plan covering bot flows, routing, ticket fields, triggers, macros, knowledge content, and reporting.
Signals
I am also the creator of Signals, a CX health analysis engine that detects operational risk signals such as backlog stagnation, routing delays, silent tickets, ageing escalations, and automation leakage before they impact customers.
Engagement approach
Most engagements begin with a CX systems diagnostic.
This reviews your customer journey, CRM structure, support workflows, automation maturity, backlog health, AI escalation quality, manual process load, and reporting integrity.
The output is a clear improvement roadmap with prioritised actions. From there, I implement the highest-impact changes first.
Structured. Data-led. Practical.
If you want to redesign how your customer experience operation actually functions, not just configure software, we should talk.
Khaula K.
CRM | HubSpot, Zoho | Salesforce | Customer Support Expert
London, United Kingdom
$18/hr$18 per hour4.9 (15) 45 jobs $30K+ total earnings
I am a CRM and Customer Support Specialist with 6+ years of proven experience in HubSpot, Zoho, Salesforce, and other CRM platforms. My expertise lies in optimizing customer journeys, enhancing client satisfaction, and driving business growth through effective relationship management and seamless support delivery.
✨ Over the years, I have successfully managed high-value and VIP accounts, ensuring that every interaction is professional, efficient, and customer-focused.
🔑 Key Expertise:
🔹 CRM Management (HubSpot, Zoho, Salesforce): Skilled in implementing, customizing, and maintaining CRMs to ensure accurate data management, smooth workflows, and actionable insights.
🔹 Customer Support & Retention: Proficient in handling live chat, email, and escalations with a focus on improving retention, satisfaction, and loyalty.
🔹 Client Relationship Management: Strong track record in building and nurturing long-term client partnerships, resolving complex issues, and delivering tailored solutions.
🔹 Data Accuracy & Compliance: Experienced in organizing and safeguarding client records while maintaining confidentiality and ensuring compliance.
🔹 Communication & Problem-Solving: Adept at active listening, conflict resolution, and delivering outcome-driven solutions that enhance customer experience.
I am detail-oriented, reliable, and results-driven, with the ability to work as a Customer Support Executive, CRM Administrator, or Virtual Assistant. My goal is to help businesses streamline customer operations, boost satisfaction, and build long-term loyalty.
🚀 Let’s connect to unlock the full potential of your CRM and customer support systems.
Jennifer R.
CRM and Marketing Automation Specialist (Marketing Cloud/Pardot)
Cambridge, United Kingdom
$75/hr$75 per hour5.0 (14) 20 jobs $30K+ total earnings
I am passionate about utilising CRM platforms and marketing automation for effective lead generation and nurturing.
Salesforce Certified Marketing Cloud Account Engagement (Pardot) Specialist and Salesforce Administrator. Also some experience with Marketing Cloud and other email marketing/automation platforms including Mailchimp and Eloqua.
* UK based, native English speaker
* 18 years marketing experience
* Experience working for international clients
* Email Marketing expert, specialising in e-mail conversion workflows
Paraskevas K.
Customer Service & Tech Support Experienced Professional
Belfast, United Kingdom
$20/hr$20 per hour5.0 (1) 3 jobs $200+ total earnings
Experienced Customer Service professional with a demonstrated
history of working in the customer service industry. Detail oriented
and deadline driven, can work as a part of a team as well as
independently.
How it works
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