Hire the Best Relationship Managers

As your business grows, your operations and systems need to scale with it. Disconnected processes, manual work, and limited visibility can quickly slow growth. I help businesses design scalable operational systems, automate workflows, and optimize business processes that improve visibility, streamline collaboration, and eliminate manual work. Using Monday, ClickUp, Airtable, Zapier, and AI automation, I build connected systems that keep your business aligned from lead capture to project delivery. Recent projects include designing and optimizing operational workflows, improving CRM and project management processes, streamlining the project-to-delivery lifecycle, documenting standard operating procedures (SOPs), and implementing workflow improvements that reduced manual work, increased accountability, and gave teams greater visibility into day-to-day operations. Every business operates differently, which is why I design operational systems around your processes, not the other way around. From process mapping and workflow optimization to CRM implementation, SOP documentation, and continuous process improvement, I create practical systems that help teams stay organized, improve visibility, and scale with confidence. WHAT I BUILD ✔Business operations management: Process mapping, workflow optimization, SOP development, KPI tracking, workload planning, bottleneck analysis, operational reporting, and continuous process improvement ✔Project & Work Management Systems: Design and optimization of Monday, ClickUp, and Asana workspaces, including workflow architecture, dashboards, automations, project tracking, accountability systems, and operational visibility. ✔ Airtable CRM, Client Portals & Business Systems: Design and build custom Airtable CRM systems, relational databases, client and project management systems, Softr client portals, dashboards, internal workspaces, document libraries, and self-service applications that centralize information, improve collaboration, and streamline business operations. ✔Workflow Automation & Integrations: Business process automation using Make, Zapier, n8n, APIs, Rest APIs, webhooks, data synchronization, approval workflows, notifications, and cross-platform integrations that eliminate manual work and improve data accuracy. ✔ AI-Powered Business Operations: AI-powered workflows using Claude and OpenAI for process automation, operational reporting, workflow assistance, consistency checks, AI-enhanced decision support, and secure access to operational data through APIs and MCP. SOME PROJECTS I HAVE WORKED ON: ✔ Designed a centralized operations system integrating Monday, Contractor+, QuickBooks Online, and Zapier across 15+ interconnected boards. The solution eliminated duplicate data entry, reduced system switching, accelerated the job-to-invoice process, and gave leadership real-time visibility into operational performance through centralized dashboards. ✔Multi-Clinic Healthcare Operations System Built a healthcare operations system in Monday. com using Monday Vibe for a multi-location clinic business. Connected marketing, patient flow, clinical operations, and billing into one system. Set up AI-enhanced workflows, dashboards, and automations across teams. Result: Increased efficiency and faster decision-making. ✔ CRM Automation System (Branding Client) Built automated pipelines using advanced workflows with 100% lead tracking and faster follow-ups using Clickup Result: ~15% increase in conversions within 4–6 weeks. ✔Migrate 10,000 records into Airtable for a healthcare company and built a patient case management system Increased operational efficiency by streamlining patient case tracking, follow-ups, and status management through automated workflows. ✔Platforms and Integrations I have used - Automation: Make, Zapier, n8n - CRM: Hubspot, Pipedrive, Asana, Clickup. Follow-up Boss, Close, Airtable - Accounting: Quickbooks, XERO, Contractor plus, Stripe - Document Management: PandaDoc, DocuSign - E-Commerce: Shopify, WooCommerce - Communication: WhatsApp, Slack ✔Why work with me: → I build and design custom solutions and frameworks built for your exact workflow that won't break as you grow. → I build in phases so you can start using the system early and give feedback along the way. → I treat your business as my own, deliver on time, and remain valuable after handoff to continuously optimize as your operations grow. → Everything is documented with simple guides and Loom walkthroughs so your team can confidently run the system. If your operations are currently held together by manual effort and good intentions, it's time to build something that actually holds itself together. Send me a message. I would love to learn more about how your business operates and see how I can help you optimize your team's workflows.

Are you looking for someone who can consistently generate qualified leads, close deals, and streamline your real estate operations? I help real estate investors and companies scale by combining acquisitions, dispositions, lead generation, and operations into one efficient, revenue-driven system. From pulling targeted lists to closing deals and managing pipelines, I focus on increasing deal flow, improving efficiency, and maximizing ROI. Core Expertise: Operations & Project Manager • Oversee day-to-day business operations to ensure smooth workflow across acquisitions, dispositions, and marketing • Manage projects from start to finish, ensuring deadlines, KPIs, and targets are consistently met • Build and optimize systems, SOPs, and workflows to improve efficiency and scalability • Coordinate between team members (VAs, agents, managers) to maintain alignment and productivity • Track performance metrics and generate reports to support data-driven decision-making • Manage CRM systems, pipelines, and automation to streamline operations Property Manager • Manage residential and/or commercial properties, ensuring smooth daily operations • Serve as the main point of contact for tenants, addressing concerns and maintenance requests promptly • Coordinate property maintenance, repairs, and vendor relationships • Monitor rent collection, track payments, and follow up on delinquencies • Ensure lease compliance and enforce property rules and regulations • Handle renewals, turnovers, and tenant retention strategies • Maintain accurate records, reports, and property performance tracking Leasing Manager • Handle tenant communications, inquiries, and follow-ups professionally and efficiently • Market rental properties across multiple platforms to attract qualified tenants • Pre-screen applicants and coordinate showings, applications, and lease processing • Negotiate lease terms and ensure all documentation is completed accurately • Coordinate move-ins, inspections, and ongoing tenant relations • Maintain occupancy rates and minimize vacancies through proactive leasing strategies Acquisition Manager (Single Family, Multi-Family, Vacant Land) • Make offers (cash or creative finance) directly to property owners • Run comps and analyze deals using top real estate platforms • Send contracts via DocuSign (and similar tools) • Follow up consistently and close deals • Schedule property inspections and coordinate with sellers Disposition Manager • Call buyers/investors to sell off-market properties • Build and maintain a qualified buyer’s list • Reach out to agents/realtors for potential buyers • Coordinate with title companies until closing Lead Generation Specialist • Pull targeted lists from trusted real estate data platforms • Skip trace leads using multiple databases & tools • Import/export lists into CRMs & dialers for campaign use • Run automated campaigns (cold calling, SMS, email marketing, multi-channel) • Create/edit optimized templates to improve conversions • Pre-qualify leads and set appointments with motivated sellers/buyers • Track, analyze & optimize campaigns for maximum ROI Email Marketing Specialist • Manage and launch email marketing campaigns • Set up and optimize automation workflows • Monitor performance with detailed analytics (open rates, CTR, conversions) • Generate leads via LinkedIn Sales Navigator, Apollo, FindyLeads, etc. • Send personalized outreach to book appointments • Nurture client relationships through email sequences Tools I Use: Resimpli, Close, Podio, PIN, Doorloop, Motion, Buildertrend, Furnished Finder, DealMachine, Mojo Dialer, XenCall, CallTools, Skype, OpenPhone, CoStar, PropStream, PropWire, Zillow, Redfin, Realtorcom, DocuSign, Deal Automator, Intelius, Google Sheets/Drive, LinkedIn Sales Navigator, Apollo, Instantly, GetProspect, ReiReply, BatchLeads, GoHighLevel, Astroblaster, Kixie, Plusvibe, LeadMagic, Clay, MailVeri, Smartlead.ai, Klaviyo

Ranging from Individuals to Start-Ups and Multi-Million Dollar companies, I have successfully honored my promise of providing high-quality deliverables and helping my clients achieve their business goals through our collaboration. I am a Customer Happiness Ninja with more than 12 years of hands-on experience, 5 years working in the BPO Industry. I am a Master of E-commerce Store Management. I am a Rockstar VA who provides outstanding Administrative and Executive assistance since 2016. I take great pride in my services and in providing the best in all areas. My services include but are not limited to: ✅ Customer Service Management - Extensive experience in Gorgias, Freshdesk, Zendesk, Helpscout, Reamaze, Zoho, Front - Ensures all escalations are being attended to and handled in a timely manner - Resolves disputes and chargeback cases - Creates customer service scripts for future CSRs - Creates customer self-help articles to educate our community better based on frequently asked questions - Identifies, designs, and implements new processes for operational efficiency - Provides critical insights into customer feedback, journeys, and pain points; recommending opportunities for improvement ✅ Operations and Order Fulfillment Management - Very well-versed in Shopify, WooCommerce, Amazon Seller, OrderDesk, Whiplash, Odoo ERP, Hellium 10, Klarna - Extensive experience in Print On Demand sites like Gooten, Printful, Teelaunch, Jondo, Custom Cat - Wide experience in 3PLs - ShipBots, XPO Logistics, Amazon FBA, Whiplash, CJ Dropshipping, MegaFulfill, DSers - Ensures all orders are fulfilled in a timely manner - Makes sure all the information is correct to relay the order to our manufacturing and fulfillment team - Lists new products whenever available - Inputs new orders into the internal system - Coordinates with Partner Vendors, Suppliers, Logistics, Supply Chain - Creates and continuously updates Fulfillment SOPs ✅ Project Management & Operations I have extensive experience managing projects and day-to-day operations for eCommerce brands, digital agencies, and remote teams. I specialize in turning priorities into clear tasks, keeping projects on schedule, and making sure nothing falls through the cracks. What I do well: - Run daily and weekly check-ins and stand-ups - Translate high-level goals into actionable task lists - Manage projects in tools like ClickUp, Asana, Notion, Monday, and Google Sheets - Monitor deadlines, chase updates, and unblock team members - Build and maintain SOPs for recurring processes - Provide clear progress updates and operational reporting to leadership I’m highly organized, proactive, and comfortable working independently. Founders and managers rely on me to keep execution moving so they can focus on strategy, growth, and decision-making. ✅ Social Media Intelligence - Using data and different marketing tools I can help you understand how impactful your brand, product or service is and how to gain organic engagements - Influencer reach out and collaboration - Creates content and scheduled posts - Youtube, TikTok, Instagram, Facebook, Pinterest, Twitter - Extensive experience in Graphic Design using Adobe apps and Canva ✅ SAAS Support (Software as a Service) - App Integrations - Highly trainable and quick to learn web applications and CRM systems ✅ Discord Moderator ✅ Administrative and Executive Support I would like to work and grow with a company long-term. I strive to provide the best service. I am committed and always willing to learn new things.

I bring over 20+ years of experience helping businesses improve operations, streamline workflows, and solve complex challenges. My background includes operations leadership, consulting, and hands-on execution. I support teams in becoming more efficient, organized, and focused on what actually drives results. I’ve also integrated AI tools and automation to reduce manual work and improve day-to-day processes. I’m a strong communicator who can quickly assess what’s working, what’s not, and implement practical solutions that make a real impact. Available for freelance and long-term opportunities.

⭐️ Organized operations and seamless execution help businesses scale more efficiently ⭐️ Hi, I’m Juan José, an Operations Coordinator and Project Support Specialist with more than 8 years of experience helping founders and growing businesses streamline operations, coordinate projects, improve processes, and keep day to day execution running efficiently. I help founders, managers, and growing teams stay organized by coordinating projects, tracking priorities, improving operational workflows, and ensuring execution stays on track. My experience includes project coordination, business operations, ClickUp workflow management, KPI tracking, process improvement, SOP documentation, stakeholder communication, and operational reporting across service-based and multi-site organizations. Here’s how I can support your business: ✅ Coordinate projects, timelines, and operational priorities ✅ Build and improve operational processes and SOP documentation ✅ Manage stakeholder communication and follow-up across teams ✅ Track KPIs, dashboards, and business performance metrics ✅ Manage workflows using ClickUp, Google Workspace, Microsoft Office, and collaborative project management tools ✅ Support cross-functional teams with day-to-day operational execution These are the types of outcomes I've delivered: ✔ Coordinated operational activities across more than 13 public sports facilities, ensuring consistent maintenance execution and operational continuity. ✔ Coordinated logistics and distribution operations for multinational clients including Kellogg's, Nestlé, and Kimberly-Clark, supporting nationwide supply chain execution. ✔ Reduced operational delays through improved workflow coordination, operational reporting, and proactive follow-up with multiple stakeholders. ✔ Coordinated more than 20 simultaneous operational workflows while maintaining organization, communication, and timely execution. ✔ Managed relationships with public institutions, contractors, vendors, and cross-functional stakeholders to ensure efficient project execution. ✔ Standardized operational processes and documentation to improve consistency, visibility, and execution across teams. If you're looking for someone who can bring structure, improve execution, and keep your operations running smoothly, send me a message I'd be happy to support your team.

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.