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I help companies fix and scale their CRM and revenue systems. Most teams don’t need more tools. They need Salesforce, HubSpot, and their internal systems to actually work together. For the past 15 plus years, I’ve been designing and building CRM ecosystems that connect: - Salesforce and HubSpot - Custom-built CRM platforms - NetSuite and financial systems - eCommerce and operational tools The result is a single, reliable system for pipeline visibility, marketing attribution, and revenue operations. What I Typically Fix - CRM pipeline data that sales teams don’t trust - Marketing attribution that doesn’t tie to revenue - Duplicate and inconsistent data across systems - Manual processes slowing down operations - Disconnected platforms (CRM, ERP, Marketing, Product) Core Expertise Salesforce - Sales Cloud, Service Cloud, Experience Cloud, CPQ / Revenue Cloud - Marketing Cloud and Account Engagement (Pardot) - Apex, Lightning Web Components, Flow automation - API integrations (REST / SOAP) - Data modeling, governance, and large data volume design HubSpot - Marketing, Sales, Service, CMS, and Operations Hub - Lead lifecycle design and automation - Marketing attribution and pipeline tracking - Salesforce and HubSpot integration architecture - Custom CRM Development (25+ Years) This is where I differentiate. I don’t just configure CRMs. I build them when needed. - .NET / C# enterprise applications - Node.js and React-based CRM platforms - Custom data models and workflow engines - API-first architecture for scalability NetSuite & Revenue Operations - NetSuite integration with Salesforce and HubSpot - Quote-to-cash and financial data synchronization - Order, billing, and revenue workflows - CRM ↔ ERP data ownership and governance Full-Stack Development (React Focus) - React applications connected to CRM systems - Backend services (Node.js, .NET, APIs) - Integration layers across CRM, ERP, and product systems - Scalable architecture for high-growth environments Integration & Architecture - I design systems, not just connections. - API-first architecture (REST, GraphQL, webhooks) - Event-driven integration patterns - Middleware and workflow orchestration - Cross-platform data governance and ownership rules Common platforms: Salesforce, HubSpot, NetSuite, Shopify, Stripe, DocuSign, Twilio, and internal systems AI Inside CRM I implement AI where it impacts operations: - Lead scoring and prioritization - CRM data enrichment - Automated workflows and decisioning - AI embedded inside Salesforce and HubSpot processes Experience Work delivered for companies including: - Bloomberg - Cargill - CoStar - Porsche - MIT - Humana - Across SaaS, healthcare, financial services, education, real estate, and eCommerce. How I Work I focus on architecture first. - Define system ownership (what lives where) - Fix data structure and pipeline logic - Build integrations that don’t break at scale - Deliver systems teams actually use Best Fit Projects - Salesforce architecture and complex integrations - HubSpot implementation and automation design - Revenue operations system design - CRM rebuilds or migrations - NetSuite ↔ CRM integration - Custom CRM or React-based platforms

I’m a U.S.-based Salesforce Consultant and Solution Architect with 10+ years of experience helping businesses streamline operations, improve visibility, and scale through smart Salesforce solutions. I specialize in designing clean, scalable Salesforce ecosystems across Sales Cloud, Service Cloud, CPQ/Revenue Cloud, Marketing Automation, and AI-driven workflows. My approach focuses on aligning Salesforce with real business operations, building systems that are efficient, maintainable, and easy for teams to adopt. I’ve worked with startups, healthcare organizations, nonprofits, logistics companies, real estate firms, SaaS businesses, and enterprise teams to optimize CRM processes, automate workflows, improve reporting, and integrate Salesforce with critical business platforms. Core Expertise • Salesforce Sales Cloud & Service Cloud • Salesforce CPQ & Revenue Cloud • Salesforce Flow Builder & Automation • Apex, Lightning Web Components (LWC), Visualforce • API Integrations & Connected Systems • Agentforce & AI-Powered Salesforce Solutions • Pardot / Account Engagement • CRM Architecture & Business Process Design • Data Migration & System Optimization • Dashboards, Reporting & Analytics What I Help Businesses With ✅ CRM Strategy & Salesforce Architecture ✅ Workflow Automation & Process Optimization ✅ Third-Party Integrations ✅ AI-Driven Customer & Support Workflows ✅ Reporting & Executive Dashboards ✅ Salesforce Cleanup & Rebuild Projects ✅ Ongoing Salesforce Administration & Support ✅ Scalable Systems for Growing Teams I’m known for being solution-oriented, detail-focused, and easy to work with. I believe Salesforce should simplify operations not create additional complexity. If you’re looking for a Salesforce expert who can combine technical execution with business understanding to build scalable, reliable solutions. I’d be happy to connect.

🏆 Top 1% Expert-Vetted Salesforce consultant. 100% Job Success. 5.0★ across 139 engagements. $1M+ delivered on Upwork. I am a Salesforce strategic advisor and architect. When you hire me you get my judgment, my architecture decisions, and my personal involvement on every engagement. I have consulted on 150+ Salesforce orgs, personally delivered 20,000+ hours of architecture and development work, and overseen much more across teams I have built and led including Fortune 500 engineering leadership. I work at both strategy and execution, I advise and build. That combination along with my professional delivery is why mid-market and growth-stage companies bring me in when they need someone who can lead the room and deliver the outcome. On larger engagements I bring in a small trusted team of specialized architects and project managers I have personally trained and worked with for years. I still lead every engagement personally. 🏆 Proven Track Record Upwork Expert-Vetted (Top 1%) · Top Rated Plus 100% Job Success · 5.0★ across 139 engagements 18,000+ hours personally delivered · $1M+ in Upwork revenue. 150+ Salesforce orgs consulted · 100,000+ hours of delivery overseen. Personally leading and contributing on every engagement ⚡ How I Work Secure: strict handling of sensitive client data. HIPAA-aware and NDA-ready. Direct: you work with me. No handoff gaps and no project coordinators in the way. Fast: AI-enabled internal processes means faster scoping, cleaner documentation, and higher output quality without cutting corners. Outcome-based: fixed-cost engagements wherever possible. Bugs and fixes are rare, but you don’t pay for them. 🎓 Areas of Expertise Sales Cloud · Service Cloud · Marketing Cloud (incl. Account Engagement / Pardot) · Experience Cloud · CPQ · Revenue Cloud · Health Cloud · NPSP · Field Service Lightning · Apex · LWC · Reports & Dashboards · Integrations (HubSpot, Slack, SMS, Tableau, Power BI, n8n, Zapier, Agentforce, ChatGPT, and beyond) 🎓 My Certifications Salesforce Associate · Administrator · Business Analyst · Platform App Builder · Platform Developer I · AI Associate · AI Specialist 📊 Recent Engagements $83K · 1,117 hrs — LWR Experience Cloud build (5.0★) $34K · 466 hrs — Multi-year custom Salesforce development $32K · 399 hrs — Experience Cloud delivery (5.0★) $18K · 268 hrs — Customer io to Salesforce integration (5.0★) $11K · 131 hrs — Marketing Cloud Account Engagement, B2B2C lead nurturing (5.0★) ⚡ Let’s talk. I can get started on your project today.

HubSpot & Salesforce Solution Architect | 850+ projects across 10+ industries | Proprietary 4-Factor Methodology | $18,000+/mo avg labor savings per client | 112+ hours/mo bandwidth recovered I'm the Solution Architect behind 850+ HubSpot and Salesforce implementations. Sales Ops, RevOps, and Marketing leaders hire me as their fractional HubSpot Consultant, Salesforce Consultant, and Solution Architect — when their CRM is leaking revenue, drowning their team in manual work, or just plain not delivering what it was supposed to. As your Solution Architect AND embedded CRM Administrator, I lead engagements across the full HubSpot and Salesforce stack — HubSpot CRM implementations, Salesforce builds, HubSpot↔Salesforce integrations, Marketing Automation rollouts, and the day-to-day CRM admin work that keeps everything running clean. The 4-Factor Methodology I've built — refined across 850+ CRM, RevOps, and Marketing Automation projects — accounts for your business model, processes, industry, and growth stage before a single workflow gets configured. Systems stay agile as you scale, not custom builds that calcify on go-live day. RESULTS: ⏱ $18,000+/mo avg labor savings + 112+ hrs/mo bandwidth recovered per client (avg across 850+ projects) ⏱ +40% qualified leads for a SaaS client via HubSpot workflows, lead scoring, Marketing Automation rebuild ⏱ 100,000+ contacts migrated from Zoho to HubSpot with zero data loss ⏱ Salesforce transformation for a $250M+ CPG sales agency — fixed scaling blockers that nearly derailed a complex multi-brand build 💬 "Beniah identified and fixed key issues that would have prevented us from scaling, and played a game-changing role in turning a very complex project into a reality. We truly think of him as an expanded member of our team." — Laura Howell, CIO, C.A. Fortune 💬 "Working with Ben was an incredible experience. Thorough, professional, timely, and patient. I would not hesitate to recommend him for any HubSpot-related projects." — Courtney Sparkman, Upwork client TWO WAYS TO START: → Not sure where to begin? Start with a 10-hour RevOps audit — I diagnose what's broken in your HubSpot or Salesforce setup, prioritize fixes, and hand you a roadmap. If we're a fit, we implement together. → Already know what you need? Build, migrate, or integrate from day one — HubSpot CRM, Salesforce, HubSpot↔Salesforce integration, Marketing Automation rollouts, full CRM administration. CORE SERVICES: ✅ HubSpot Solution Architecture: HubSpot CRM setup, customization, HubSpot Marketing Hub implementation ✅ Salesforce Solution Architecture: implementation and optimization across Salesforce Clouds ✅ HubSpot↔Salesforce integration with enterprise-grade bidirectional sync — your dedicated HubSpot Salesforce Consultant ✅ CRM Administration: user management, permissions, data governance, ongoing CRM admin and optimization ✅ Marketing Automation strategy and build: HubSpot Marketing, Salesforce Marketing Cloud, Journey Builder, Pardot ✅ Email marketing and Marketing Automation optimization (HubSpot, Klaviyo, Mailchimp) ✅ Workflow automation via Zapier, Make, n8n, and APIs on clean CRM Administrator foundations ✅ Reporting and dashboards in HubSpot, Salesforce, Tableau, Power BI ✅ RevOps strategy: as your dedicated RevOps Consultant — lead routing, lead scoring, attribution, Revenue Operations design TOOLS: Salesforce Clouds: Sales Cloud, Service Cloud, Marketing Cloud, CPQ, Revenue Cloud, Experience Cloud HubSpot Hubs: Marketing Hub, Sales Hub, Service Hub, CMS Hub, Operations Hub Automation: Zapier, Make, n8n, native APIs, custom middleware Email & Marketing Automation: Pardot, Klaviyo, Mailchimp, Outreach, Active Campaign Other CRM: Zoho CRM, Pipedrive Analytics: Tableau, Power BI, GA4, Einstein Analytics Adjacent: WordPress, Shopify, Webflow INDUSTRIES: Real Estate & Investment | SaaS | Ecommerce | Consumer Brands & CPG | Coaching | Insurance & Finance | Marketing Agencies | Consulting | Healthcare | B2B WHY CLIENTS HIRE ME: ✔ 10+ years as a Salesforce Solution Architect and HubSpot Solution Architect ✔ Featured on UpCity as a Top Service Provider for HubSpot and Salesforce consulting ✔ Proprietary 4-Factor Methodology™ — proven across 850+ projects in 10+ industries ✔ Certified: Salesforce & HubSpot Certified Administrator. Experienced Salesforce Marketing Cloud Expert, Salesforce Pardot Specialist, HubSpot Marketing, and RevOps Consultant. ✔ Solution Architect-tier strategy paired with hands-on CRM admin delivery — multiple CIOs and VPs have called me "a member of our team," not a vendor If you need a HubSpot Solution Architect, Salesforce Solution Architect, CRM Administrator, RevOps Consultant, Marketing Automation Consultant, or HubSpot Salesforce Consultant who understands both the tech and the revenue motion — let's talk. 📩 Tell me what's broken or what you're building. I respond within 24 hours with a clear next step.

🏆 Trusted by brands including New York Times, Experian, Bobcat, Spectrum, Moody Radio, Tampa Bay Lightning, Sand Cloud, The Ordinary and more. If your CRM is disorganized, your automations are underperforming, or your pipeline isn’t converting consistently, that’s exactly where I come in. I do Lifecycle, RevOps, Process Building, Fractional CMO and more. For the past 15+ years, I’ve helped 700+ companies improve lead flow, increase conversions, clean up messy systems, and build scalable marketing and sales operations across HubSpot, Salesforce, and Klaviyo. Unlike most consultants, I combine deep technical CRM expertise with real-world marketing strategy. I don’t just “set up software.” I help businesses build systems that generate revenue. Core Services: • HubSpot, Salesforce & Klaviyo Implementations, Migrations & Health Checks Fix broken setups, improve reporting accuracy, optimize lifecycle stages, clean workflows, improve deliverability, and ensure your CRM is actually supporting growth instead of slowing your team down. • Lifecycle Marketing & Pipeline Automation Advanced nurture sequences, lead scoring, onboarding flows, retention campaigns, pipeline automation, AI sales agents, and customer journey optimization designed to increase conversion rates and customer lifetime value. • CRM Data Cleanup & Deliverability Optimization Duplicate cleanup, bounce reduction, list hygiene, email reputation repair, auto-merging, segmentation strategy, and ongoing database governance to improve campaign performance and reporting accuracy. • Lead Generation & Funnel Growth Facebook Ads, Google Ads, LinkedIn outreach, Apollo campaigns, cold email systems, and AI-powered prospecting strategies designed to consistently generate qualified pipeline. • Ongoing Marketing & CRM Retainers Long-term strategic support for automation, campaigns, reporting, optimization, content strategy, SMS marketing, email marketing, and scaling operations as your business grows. • Custom Development & Creative Custom CRM solutions, branded email templates, landing pages, websites, preference centers, integrations, and automation infrastructure built to match your brand and business goals. Why Clients Hire Me: ✔ 15+ years experience with a Degree in Marketing ✔ Certified In Salesforce (AE, Sales, Marketing, Data), HubSpot, Marketo, Klaviyo, Eloqua and more ✔ 700+ successful projects + 🥇 Hubspot Gold Partner + Salesforce Consulting Partner ✔ Expert-Vetted consultant on Upwork for over 10 years ✔ Deep experience in both B2B, B2C & eCommerce (Almost every industry) ✔ Fast communication & strategic guidance ✔ Long-term scalable solutions, not quick fixes Whether you need a complete CRM overhaul, lifecycle marketing strategy, or ongoing optimization, I can help you identify what’s costing your business revenue and build systems that scale. 📅 Send me a message or book a call directly on Upwork to discuss your project.

I am a 15x Salesforce Certified professional with 14+ years of experience delivering scalable, high-quality CRM solutions across a wide range of industries including Life Sciences, Retail, Nonprofit, Manufacturing, Real Estate, Finance, Hospitality, Fitness, FSL, and Wineries. My expertise covers the full Salesforce ecosystem, from administration and automation to advanced development and solution architecture. I help businesses optimize and customize their Salesforce orgs through: • Salesforce Administration & Configuration • Flows, Validation Rules, Security & Sharing • Apex Development & Lightning Components • LWC (Lightning Web Components) • Integrations & APIs • Sales Cloud, Service Cloud & Experience Cloud • Marketing Cloud & Data Cloud • Data Migration & Cleanup • Performance Optimization & Best Practices Whether you need a Salesforce Admin to improve day-to-day operations, a Developer to build custom functionality, or an Architect to design scalable enterprise solutions, I can help deliver clean, maintainable, and business-focused implementations. I have worked on projects ranging from small business implementations to large enterprise multi-cloud environments, always with a focus on scalability, usability, and long-term maintainability. Certifications: 🏆 Salesforce Application Architect 🏆 Salesforce Sharing and Visibility Architect 🏆 Salesforce Data Architect 🏆 Salesforce Certified Platform Developer I & II 🏆 Salesforce Certified JavaScript Developer I 🏆 Salesforce Certified App Builder 🏆 Salesforce Certified Administrator 🏆 Salesforce Certified Sales Cloud Consultant 🏆 Salesforce Certified Service Cloud Consultant 🏆 Salesforce Certified Experience Cloud Consultant 🏆 Salesforce Certified Marketing Cloud Email Specialist 🏆 Salesforce Certified Data Cloud Consultant