Hire the Best Relationship Managers

Your business doesn't just need someone to make calls or build a CRM you need someone who understands the entire lead-to-client journey. I help real estate teams, agencies, and operations-driven businesses turn messy, manual processes into clean, automated systems and when needed, I run the outreach that fills those systems with qualified leads. I work across three areas: real estate cold calling & appointment setting, GoHighLevel CRM build-outs & automation, and Monday CRM/workflow architecture with an operations mindset that ties pipelines, follow-up, and reporting together so nothing falls through the cracks. Real Estate Cold Calling & Appointment Setting: ✅ 100–200 calls/day, 50% connect rate, 6–10+ booked appointments per week, 70% show-up rate ✅ Cold calling, FSBO, off market and expired lead follow-up, investor outreach, seller/buyer lead qualification, lead nurturing and re-engagement ✅ Experienced with Mojo dialer, Batch Dialer, Wavv, Call Tools, Readymode, VoiceShot, PhoneBurner, RingCentral, Aircall ✅ Real-time CRM logging so every call, follow-up, and appointment is tracked nothing goes cold. GoHighLevel CRM Build & Automation: ✅ Full sub-account setup: business profile, branding, calendars, phone numbers, A2P 10DLC registration & SMS/email compliance ✅ Pipeline & custom field architecture (buyer/seller stages, lead source, temperature tagging, smart lists, segmentation) ✅ Speed-to-lead automation: missed-call text-back, instant SMS/email response, lead notifications ✅ Multi-step nurture workflows (SMS + email + tasks, if/then branching, proper enrollment/exit triggers) ✅ Funnels, landing pages,Forms, Surveys, booking calendars, Calendly/Zoom integration ✅ CRM data cleanup, duplicate contact resolution, custom field mapping, tags, smart lists ,google sheets/API syncing ✅ Integrations via Zapier, Make , n8n, webhooks ✅ Snapshot creation, SaaS mode setup, client sub-account provisioning ✅ KPI dashboards, reporting, SOPs, and Loom walkthrough training for handoff Monday CRM and Workflow Architecture: ✅ Board, workspace, and dashboard design for sales, ops, and lead management ✅ CRM structure: companies, contacts, leads, opportunities, activities, follow-ups ✅Task and Project Management ✅ Automations: status triggers, ownership/task assignment, stale-deal alerts, reminders ✅ Gmail, Slack, Google Workspace, Zapier, Make and third party integrations ✅ Board relations, mirror columns, subitems, dashboard and executive reporting ✅ CRM audits with clear, prioritized recommendations not just execution ✅ Permissions, access control, and system governance ✅ Documentation, SOPs, and hands-on team training Operations & Business Systems: ✅ Workflow Optimization ✅ Business Process Automation ✅ Operations Management ✅ CRM Administration ✅ Lead & Sales Operations ✅ KPI Reporting & Performance Tracking ✅ Process Mapping ✅ SOP Development ✅ Team Coordination ✅ Data Cleanup & Organization ✅ Project & Task Management If you're looking for a dependable assistant who combines sales, CRM automation, and operational excellence to help your business scale, I'd be happy to discuss how I can support your goals. Send me a direct message here on Upwork, or click "Invite to Job," and let's talk about it.

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.

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

B2B operations specialist with hands-on experience in order management, logistics coordination, and supply chain support across fast-paced commercial environments. Over the past three years I have managed 50+ active B2B accounts, processed 30+ weekly transactions, and maintained accuracy across 300+ SKU product lines — from order entry to fulfillment and client communication. What I can do for you: ▸ End-to-end order management — PO processing, order tracking, discrepancy resolution ▸ Logistics coordination — shipment documentation, freight booking support, ASN and POA handling ▸ Vendor and client communication — keeping all parties informed and aligned throughout the order lifecycle ▸ Process documentation and SOP creation — mapping workflows and building clear operational procedures ▸ Data organization and reporting — Excel, Google Sheets, Notion ▸ B2B account coordination — managing multiple accounts simultaneously with high attention to detail ▸ On-the-ground support in Romania — representing international companies locally, maintaining business relationships, and facilitating first contact with Romanian partners and distributors Tools: Microsoft Excel, Google Workspace, Notion, Trello, SAP, Canva, Background: Bachelor's in Business Administration. Currently pursuing a PhD in supply chain resilience. I bring the same structured, analytical approach to every operational challenge. Available for remote collaboration worldwide and for on-site business development and relationship management within Romania.

⭐⭐⭐⭐⭐ "Happyness completed the task exactly as requested. Communication was excellent, the automation worked perfectly, and she even provided documentation for our team. Very professional and easy to work with. We will definitely hire her again." Many businesses don't have a tool problem, they have a systems problem. Leads slip through the cracks, boards are disconnected, teams waste hours on manual updates, and no one has clear visibility into what's actually happening across the business. I help agencies, startups, and service-based businesses build structured, scalable Monday com systems that bring everything together from CRM and sales pipelines to project delivery, team operations, and executive reporting. What I build: ✔ Monday com CRM Setup; Accounts, Contacts, Deals & pipeline structure done right ✔ CEO & Executive Dashboards; real-time visibility across your entire operation ✔ Board Building & Multi-Board Connections; mirror columns, linked boards, clean data flow ✔ Workflow Automation & Task Automation; eliminate repetitive manual work ✔ Sales Pipeline & Lead Management Systems; automated follow-ups, status updates, and tracking ✔ Make com & Zapier Integrations; connect Monday com to your full tool stack ✔ QuickBooks & Xero Integration; bridge your CRM and finance systems ✔ API & Webhook Connections; custom integrations for complex workflows ✔ CRM Migration & Optimization; ClickUp, Asana, Notion, or spreadsheets → Monday com ✔ Ongoing Support & Maintenance; flexible, long-term partnership as your systems grow I don't just execute instructions; I consult, assess your current setup, and propose the right solution for your specific business. Whether you need a one-time build, a working session to audit and improve your existing boards, or an ongoing expert to work side by side with your team, I can help. Who I work with: - Marketing agencies managing leads across multiple channels - Real estate and brokerage firms tracking deal pipelines - Service businesses that need clean handovers between sales, delivery, and invoicing - Operations teams that need CEO dashboards and automated reporting - Growing teams replacing manual processes with scalable Monday com systems If your Monday com workspace feels messy, disconnected, or like it's slowing your team down rather than helping them, let's fix that. 📩 Send me a message and let's talk about what your business needs. Keywords: monday com CRM, monday com automation, monday com expert, CRM setup, CRM automation, workflow automation, business automation, Make com automation, Zapier automation, Airtable, HubSpot CRM, GoHighLevel, ClickUp automation, system automation, business process automation, monday com workflow, CRM optimization, automation expert monday com CRM, monday com automation, monday com expert, monday CRM setup, monday com consultant, monday com specialist, monday com workflows, monday com dashboard, monday com integration CRM setup, CRM automation, CRM consultant, CRM specialist, CRM migration, CRM optimization, CRM workflows, CRM integration, CRM systems, CRM pipeline setup, CRM lead tracking, CRM customization, CRM dashboard, CRM reporting, CRM implementation workflow automation, business automation, process automation, automation expert, automation specialist, task automation, operations automation, workflow design, workflow optimization, system automation, business process automation, internal systems setup, scalable systems Make com automation, Make com expert, Integromat automation, Zapier automation, Zapier expert, API integration, webhook automation, third-party integrations, automation tools, no-code automation, low-code automation, integration specialist, SaaS integrations build CRM for my business, fix monday com, automate my business, automate workflows, connect my tools, organize my business, set up CRM system, automate lead follow up, sales pipeline setup, Monday com, Monday com CRM, Monday com Automation, Monday com Expert, Monday com Consultant, Monday com Specialist, Monday com Workflow, Monday com Dashboard, Monday com Integration, Monday com Board Building, Monday com Optimization, Monday com Setup, Monday com Project Management, Monday com Ongoing Support, Monday com Maintenance, CRM Setup, CRM Automation, CRM Migration, CRM Optimization, CRM Customization, CRM Integration, CRM Pipeline Setup, CRM Lead Tracking, CRM Dashboard, CRM Implementation, CRM Consultant, CEO Dashboard, Executive Dashboard, Mirror Columns, Multi-Board Connection, Workflow Automation, Business Process Automation, Task Automation, Process Optimization, Operations Automation, Automated Workflow, No-Code Automation, Low-Code Automation, Make com, Make com Automation, Make com Expert, Zapier, Zapier Automation, Zapier Expert, API Integration, Webhook Automation, Third-Party Integrations, QuickBooks Integration, Xero Integration, HubSpot CRM, GoHighLevel, Airtable, ClickUp, Asana, Notion, Google Sheets Automation, Sales Pipeline Setup, Lead

Hello! I’m a bilingual Customer Success Manager with experience supporting SaaS, EdTech, and enterprise clients across the U.S. I specialize in client onboarding, relationship management, retention, LMS support, and cross-functional coordination to help customers stay engaged and successful long-term. I have experience supporting Blackboard environments, virtual learning operations, customer communication, issue resolution, and high-touch client support. My background combines Customer Success, account management, and education, allowing me to communicate effectively with both technical and non-technical stakeholders. Here’s how I can help your team: ✔️ Customer onboarding & adoption ✔️ Client retention & relationship management ✔️ Account coordination & customer communication ✔️ LMS support (Blackboard & Moodle) ✔️ Zoom, Microsoft Teams & remote collaboration ✔️ English-Spanish bilingual support ✔️ Training sessions and customer guidance ✔️ Issue escalation and cross-team follow-up Clients appreciate me for being proactive, organized, calm under pressure, and highly responsive. I genuinely enjoy building strong client relationships and helping customers feel supported and confident throughout their experience. If you are looking for someone who can combine professionalism, empathy, communication skills, and strong customer management experience, I’d love to support your team. Let's connect!