I am a Certified Salesforce Administrator, Solution Architect, and Certified HubSpot Expert with 9+ years of hands-on experience designing, implementing, and optimizing Salesforce Sales Cloud, SFMC, HubSpot CRM, Pardot and Marketing Automation solutions for fast-growing startups, SMBs, and enterprise organizations.
🔹SALESFORCE ADMINISTRATION EXPERTISE🔹
• User Management
• Profiles, Permission Sets, Roles, Sharing Settings
• Record Types, Page Layouts, Compact Layouts
• Object Model Design, Field-Level Security
• Validation Rules, Formula Fields, Dependent Picklists
• Data Import Wizard, Data Loader, Data Management
• Duplicate Management, Data Quality, Data Cleanup
• Sandbox Management and Release Readiness
• Health Audits, Security Reviews, Access Optimization
• Backup & Restore, Monitoring, System Maintenance
• User Support, Training, Documentation, Adoption Enablement
🔹SALES CLOUD EXPERTISE🔹
• Lead → Opportunity Lifecycle Design
• Lead Assignment, Scoring, Qualification Framework
• Opportunity Stages, Forecasting, Pipeline Structuring
• Web-to-Lead, Lead Routing, Auto-Response Rules
• Account & Contact Management
• Campaign Management, ROI Tracking, Campaign Influence
• Products, Price Books, Quotes
• Einstein Activity Capture, Sales Engagement
• Reports, Dashboards, Revenue Analytics
• Sales Automation and Process Optimization
• Sales Methodology Alignment (MEDDIC, BANT, SPIN, Custom)
🔹ARCHITECTURAL EXPERTISE🔹
• End-to-End Solution Design
• Data Modeling and System Scalability
• Security Architecture, Sharing Models
• Automation Architecture (Flows, Orchestrator, Approvals)
• Process Mapping (As-Is and To-Be)
• Integration Architecture
• API-based integrations using REST and SOAP
• 3rd-party system mapping, middleware design
• Release Architecture and DevOps Alignment
• Documentation: SDD, BRD, FRD, User Stories
• Governance, Standards, Best Practices
• Org Optimization & Technical Debt Reduction
🔹HUBSPOT EXPERTISE🔹
• HubSpot CRM Implementation & Customization
• HubSpot Sales Hub, Marketing, Service Hub & Operations Hub & CMS Hub
• HubSpot Enterprise & Professional Setup
• CRM Architecture, Portal Setup & System Optimization
• Custom Objects, Custom Properties & Record Associations
• Lead Lifecycle Management (Lead → MQL → SQL → Opportunity → Customer)
• Lead Scoring, Lead Routing & Pipeline Management
• Marketing Automation, Workflows & Business Process Automation
• Email Marketing, Drip Campaigns, Nurture Campaigns & Email Sequences
• Landing Pages, Forms, CTAs & Lead Capture Optimization
• Lists, Segmentation, Smart Lists & Active Lists
• HubSpot Campaign Management & Marketing Attribution
• Sales Automation, Task Automation & Meeting Scheduling
• Customer Journey Mapping & Lifecycle Automation
• Reports, Dashboards, Custom Reports & Revenue Analytics
• HubSpot AI, Breeze AI, & AI-Powered CRM Automation
• Operations Hub Data Sync & Custom Code Actions
• Salesforce–HubSpot Native Integration & Bi-Directional Sync
• API Integrations (REST APIs, Webhooks)
• CRM Data Migration, Data Import/Export, Deduplication & Data Cleanup
• Revenue Operations (RevOps), Sales Operations
🔹AUTOMATION & FLOW EXPERTISE🔹
• Record-Triggered Flows
• Scheduled Flows
• Auto-Launch Flows
• Approval Processes
• Workflow Rules → Flow Migration
• Flow Error Handling, Flow Best Practices
• Complex branching logic and reusable subflows
🔹INTEGRATION EXPERTISE (ADMIN + ARCHITECT LEVEL)🔹
• HubSpot → Salesforce
• Pardot → Salesforce
• Marketo → Salesforce
• DocuSign, Conga, S-Docs
• Zapier, n8n
• Slack → Salesforce
• REST/SOAP API integrations
• Connected Apps, OAuth, Named Credentials
🔹DATA, REPORTING & ANALYTICS🔹
• Advanced Reports and Dashboards
• Sales Performance Metrics
• Pipeline & Forecast Reporting
• Data Migration, Data Transformations
• Trend Reporting, Historical Tracking
• Multi-object report generation
• Executive Dashboards and Real-time Insights
🔹CERTIFICATIONS🔹
• Salesforce Certified Administrator
• Salesforce Certified App Builder
• Salesforce Sales Cloud Consultant
• HubSpot Marketing Software Certification
🔹WHAT YOU CAN EXPECT FROM ME🔹
• Clear communication and strong documentation
• Reliable ownership of Admin and Sales Cloud tasks
• Scalable architecture, secure configuration
• Fast turnaround and clean execution
• Best-practice Salesforce administration
• Workflow optimization that improves sales efficiency
• Stable, error-free automation
• High-quality Sales Cloud design and support
🔹IF YOU'RE LOOKING FOR🔹
• Sales Cloud setup
• Salesforce Admin support
• Process automation using Flows
• User management & security setup
• Pipeline automation
• Lead management optimization
• Integration setup (HubSpot, Slack, Zapier, etc.)
• Data cleanup and reporting
• Sales Cloud architecture
• Salesforce health check & org optimization
I can support your project end-to-end.
Let’s work together to build a Salesforce system that is scalable, intelligent, and aligned with your sales goals.
Salesforce
Salesforce CRM
Salesforce Marketing Cloud
Apex
Salesforce Sales Cloud
Salesforce Lightning
CRM Software
Salesforce App Development
Salesforce Service Cloud
CRM Development
API Development
Visualforce
Customer Relationship Management
Administrative Support
Jira
Mark G.
Austin, Texas
$95/hr
5.0
1 jobs
I'm a certified Sales Cloud consultant, Service Cloud consultant and Administrator, working as a Salesforce admin, consultant, and developer since 2017. I act in a hands-on fashion to ensure clients achieve the business outcomes they need.
I'm proficient in most Salesforce product suites, have done full implementations, integrations, and customizations. I'm familiar with all automation tools in Salesforce, such as Flows, Apex triggers, batch class automations, REST APIs and more. Additionally, I've worked with Hubspot, Salesloft, Outreach, and other sales and marketing solutions. Additionally, I am proficient in SQL and business analysis toolsets.
Salesforce
Salesforce CRM
Pardot
Salesforce App Development
Salesforce Lightning
Salesforce Service Cloud
HubSpot
Salesforce Sales Cloud
Pardot Marketing
Tyler E.
Taylor, Texas
$100/hr
5.0
5 jobs
Hi, I'm Tyler.
I have 10+ years of experience helping B2B SaaS and technology companies build scalable revenue engines. I partner with founders and leadership teams to align marketing, sales, and customer success, creating predictable growth through data-driven strategy and best-in-class systems.
My expertise includes:
* Fractional CRO Leadership
* Revenue Operations (RevOps)
* Go-to-Market (GTM) Strategy
* Sales Process & Pipeline Optimization
* CRM Implementation & Optimization
* Marketing & Sales Automation
* Forecasting, Reporting & Revenue Analytics
* AI-Powered Sales Workflows
I'm also a power user of today's leading sales and marketing platforms, including **HubSpot, Salesforce, Apollo, Clay, Gong, Aircall, Zapier, Make, GA4, LinkedIn Sales Navigator, Google Ads, Stripe, QuickBooks**, and more. Whether you need executive revenue leadership, a CRM overhaul, or a fully integrated revenue tech stack, I build systems that help companies scale faster and operate more efficiently.
**Core Expertise:** Fractional CRO • Revenue Operations (RevOps) • GTM Strategy • HubSpot Expert • Salesforce Consultant • CRM Optimization • Marketing Automation • Sales Operations • Revenue Forecasting • AI Automation
Salesforce
HubSpot
Apollo.io
ClickUp
Go-to-Market Strategy
Marketing Automation
Sales Analytics
DocuSign
QuickBooks Online
Implementation
CRM Automation
Zapier
Marketing Operations & Workflow
Sajita P.
Katy, Texas
$55/hr
5.0
3 jobs
Hire me to maximize your Salesforce investment & drive business success!
Is your Salesforce platform fully optimized for efficiency, automation, and data integrity? I specialize in Salesforce Administration, Process Automation, Data Management, and User Training, ensuring your CRM is tailored to your business needs. From streamlining workflows and enhancing reporting to implementing advanced automation and integrations, I help organizations improve productivity, boost user adoption, and achieve measurable growth.
My Expertise Covers:
✔ Salesforce CRM Configuration & Customization (Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud, Data Cloud)
✔ Automation & Integrations (Flows, Process Builder, API Integrations)
✔ Data Management (Cleanup, Migration, Reports & Dashboards)
✔ User Adoption & Training (Onboarding, Best Practices, Process Optimization)
Why Work With Me?
I bring more than just technical expertise—I offer a unique blend of skills developed through diverse experiences in education, finance, and business operations. This background allows me to bridge the gap between technology and business, ensuring that every Salesforce solution is technically robust and aligned with your strategic goals.
Here's what sets me apart:
✅ Strategic & Data-Driven Approach: I combine meticulous data analysis with strategic insight to design Salesforce solutions that streamline workflows and drive measurable business growth.
✅ Customer-Centric Focus: I take the time to understand your specific challenges and objectives, ensuring that my solutions are tailored to meet your unique needs.
✅ Cross-functional expertise: My experience across various industries means I can translate complex technical details into actionable business strategies, making it easier for your team to adopt and benefit from the platform.
✅ Innovative Problem-Solving: I thrive on turning challenges into opportunities, leveraging automation, advanced integrations, and best practices to optimize your Salesforce instance.
About My Team
I am a part of Development Consulting Partners, LLC, a US-based, certified Salesforce partner. Our team includes Salesforce Administrators, Developers, Analysts, Technical Architects, and Consultants who serve businesses of all sizes.
We also offer:
🔹 Marketing & Web Design
🔹 Salesforce Development & Architecture
🔹 Integrations & Lead Generation
🔹 SEO & Social Media Marketing
🔹 Email Marketing, Creative Writing & Proofreading
💡 Ready to maximize Salesforce for your business? Let’s work together to turn Salesforce into a strategic asset for your business!
Salesforce CRM
Salesforce Sales Cloud
Salesforce Marketing Cloud
Salesforce Service Cloud
Salesforce Einstein
Nonprofit
Salesforce App Development
Salesforce CPQ
Salesforce Email Studio
Salesforce Marketing GPT
Artificial Intelligence
AI Agent Development
AI Consulting
Automation
Data Analysis
Richa M.
Arlington, Texas
$55/hr
5.0
7 jobs
Many Salesforce implementations start with good intentions but become difficult to manage due to complex automation, inefficient Apex code, and disconnected systems.
I’m a Certified Salesforce Developer and architect with 12+ years of experience across Salesforce Marketing Cloud, Sales & Service Cloud, Salesforce CPQ and platform architecture, with deep expertise in Apex, Lightning Web Components (LWC), Aura Components, Visualforce, SOQL, and SOSL. I’ve contributed to enterprise Salesforce implementations with Accenture, IBM, and Trustpilot.
𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁 & 𝗖𝘂𝘀𝘁𝗼𝗺𝗶𝘇𝗮𝘁𝗶𝗼𝗻
I build scalable, high-performance Salesforce solutions using:
- Apex Classes, Apex Triggers, Batch Apex, Scheduled Apex, Asynchronous Apex
- Lightning Web Components (LWC), Aura Components, Visualforce
- SOQL, SOSL, Custom Metadata Types & Custom Settings
- Custom Objects, Custom Fields, Validation Rules, Custom Metadata Types
- Salesforce Lightning Design System (SLDS) for modern UI development
- Permission Sets, Profiles, Sharing Rules, Role Hierarchy & Field-Level Security
- Change Sets, Sandbox Management, Deployment & Release Management
👉 Focus: clean architecture, reusable components, and long-term scalability
𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻 & 𝗪𝗼𝗿𝗸𝗳𝗹𝗼𝘄 𝗢𝗽𝘁𝗶𝗺𝗶𝘇𝗮𝘁𝗶𝗼𝗻
I design automation systems that reduce manual work and enforce consistent processes:
- Flow Builder (record-triggered flows, screen flows)
- Workflow Rules, Process Builder (migration to Flow)
- Approval Processes and business process automation
- Lead lifecycle automation, deal stage progression, onboarding workflows
- Task automation, notifications, and validation logic
👉 Result: faster operations, fewer errors, improved team productivity
Salesforce Sales Cloud & Service Cloud: Design, implement, customize, and optimize scalable Salesforce CRM solutions for sales, customer service, and business operations.
- Lead Management, Lead Routing, Lead Assignment Rules & Lead Conversion
- Account Management, Contact Management & Opportunity Management
- Sales Pipeline Management, Sales Process Automation & Collaborative Forecasting
- Campaign Management, Territory Management, Reports & Dashboards
- Case Management, Case Assignment Rules, Queues & Escalation Rules
- Omni-Channel Routing, Entitlements, Milestones & SLA Automation
- Knowledge Base, Email-to-Case, Web-to-Case & Self-Service Portals
- Salesforce Flow, Approval Processes, Workflow Automation & Business Process Automation
- Custom Objects, Record Types, Page Layouts, Validation Rules & Lightning Experience
Salesforce CPQ- Configure and optimize complex quoting processes with:
- Product Configuration & Bundle Configuration, Product Rules & Price Rules, Quote Templates &
- Discount Schedules & Pricing Logic, Contract & Subscription Management
- Renewals, Amendments & Asset Conversion, CPQ Troubleshooting & Performance Optimization
Salesforce Marketing Cloud (SFMC)
- Create personalized customer journeys and automated marketing campaigns using:
- Journey Builder, Email Studio, Automation Studio, Contact Builder, Content Builder
- Data Extensions, Triggered Sends & Transactional Emails, Audience Segmentation & Campaign Reporting, Marketing Automation & Customer Journey Optimization
𝗜𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗶𝗼𝗻𝘀 & 𝗔𝗣𝗜 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁
I specialize in building robust integrations across systems:
- REST API and SOAP API integrations
- Middleware solutions (e.g., MuleSoft) with API-led architecture
- Real-time and bi-directional data synchronization
- Zapier & Make Automation
- HubSpot, Stripe, Shopify & QuickBooks Integrations
- DocuSign, Jira, PayPal & Google Workspace APIs
👉 Result: connected systems and seamless data flow across the business
HubSpot CRM & Marketing Automation
Optimize sales and marketing operations with:
- HubSpot CRM Setup & Administration
- Marketing Hub, Sales Hub & Operations Hub
- Workflow Automation & Lead Nurturing
- Lifecycle Stage Management & Lead Scoring
- Pipeline Configuration & Deal Automation
- Email Marketing & Customer Segmentation
- Custom Reporting & Dashboard Development
- Salesforce–HubSpot Integration
- Custom Reports, Report Types, and Dashboards
- KPI Tracking, Revenue Forecasting, Pipeline Analytics
- Data Analysis and business insights
👉 Result: better decision-making with real-time visibility
Feel free to message me or schedule a quick call to discuss your Salesforce, CPQ, SFMC, HubSpot, or CRM automation requirements.
Salesforce
Salesforce CRM
Salesforce Marketing Cloud
Salesforce App Development
Salesforce Lightning
Customer Relationship Management
Salesforce Sales Cloud
CPQ Software
Apex
Marketing Automation
CRM Development
HubSpot
CRM Automation
CMS Development
Email Marketing
Journey Mapping
Email Marketing Strategy
Campaign Management
Salesforce Service Cloud
CRM Software
Elle P.
Houston, Texas
$23/hr
5.0
5 jobs
Professional Summary
* Highly dependable employee who is a charismatic communicator with a strong work ethic and
exceptional organizational skills; seeking opportunities in the Human Services/ Customer Services
Industries.
Authorized to work in the US for any employer
Authorized to work in the US for any employer
Skills
* Retail sales (3 years)
* Outside Sales (2 years)
* Communication skills
* Outstanding communication skills
* Door-to-Door Experience
* Case Management
* Customer service (5 years)
* Project Management
* Filing and records Management
* Front desk
* Sales Management
* Upselling
* Business Development
* Word
* POS
* Conflict Management
* Appointment scheduling (3 years)
* Data Entry
* Inside Sales
* TCAB CERTIFIED
* Excellent Interpersonal Skills
* Cold calling
* Cashiering
* Customer Service (5 years)
* Leadership
* Crisis Intervention
* Leadership (1 year)
* Receptionist Skills
* Inbound/outbound calls
* Presentation Skills
Customer Service
Phone Communication
Technical Support
Appointment Scheduling
Appointment Setting
Phone Support
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