🏆 Expert-Vetted (Top 1%) Salesforce architect | 100% Job Success | $1M+ earned | 138 Upwork contracts
I get Salesforce work unstuck. Clients hire me when an internal backlog keeps growing, an implementation is off track, a partner proposal is larger than the problem, or an important workflow simply needs a senior owner who can finish it.
You work directly with me from diagnosis through production. I inspect the current org, define the shortest useful release, build it, test it against the real workflow, document it, and stay accountable after launch. I do not hand your project to a junior team. If a larger program needs another senior specialist, I agree that with you before work begins.
COMMON ENGAGEMENTS
• Salesforce rescue, cleanup, and inherited-org ownership
• Sales Cloud and Service Cloud workflows, Flow, Apex, and LWC
• Experience Cloud portals and customer-facing processes
• Integrations, migrations, matching, duplicate control, and recovery
• Marketing Cloud and Account Engagement / Pardot
• Reporting, dashboards, sales operations, and user adoption
• Agentforce and practical AI workflows with review and security built in
A FAST, CONTROLLED DELIVERY MODEL
I begin with the smallest outcome that creates real value. You see working changes early, receive a written record of what changed, and review the result against the agreed workflow. Where the scope supports it, I price the work up front. Defects in my agreed scope are corrected at no additional charge; new requirements are scoped before they begin.
My Salesforce-specific delivery system accelerates investigation, implementation, testing, and documentation. I still own every architectural decision, production change, and client outcome. The result is senior delivery without big-partner layers or open-ended discovery.
RECENT HANDS-ON WORK
• End-to-end Experience Cloud portals
• Sales workspaces with dialer controls, follow-up dashboards, and campaign reporting
• Salesforce integrations with explicit source-of-truth, matching, and retry rules
• Complex Marketing Cloud and website integrations
• Long-running enhancement ownership for active production orgs
BACKGROUND
I previously led Salesforce engineering at Robert Half across Marketing Cloud, Experience Cloud, Customer Data Platform, and generative AI. My Salesforce credentials include Administrator, Platform App Builder, Platform Developer I, Business Analyst, Associate, and AI Associate.
Send me the workflow that is broken or delayed, what happens today, and the result you need. A screenshot or short recording is enough to start.
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
HubSpot & Salesforce Solution Architect | 850+ projects across 10+ industries | Solution Effectiveness Score: proven to perform, not promised to | $18,000+/mo avg labor savings + 112+ hrs/mo recovered per client
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 the team in manual work, or just not delivering what it promised. 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 CRM admin that keeps everything clean.
What makes my work different: I prove it instead of asking you to trust it. Every solution is scored for effectiveness before it's built. The Solution Effectiveness Score spans business use case, scalability, modularity, flexibility, evolvability, and maintenance, calibrated on 5,000+ scored solutions, so you know whether it will perform before it ships. Then it's verified against your live data after it ships, and delivered on a weekly schedule I hit (93% committed-date hit rate, effectively 100% on the factors within my control). You get a system proven to perform, not promised to. No black boxes: you track progress on a live ClickUp board, and you keep everything we build.
RESULTS:
⏱ +40% qualified leads for a SaaS client via HubSpot workflows, lead scoring, and a 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 on a complex multi-brand build
💬 "Beniah played a game-changing role in turning a very complex project into reality. We think of him as an expanded member of our team." (Laura Howell, CIO, C.A. Fortune)
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, prove the fixes, and hand you a roadmap. You keep everything we build.
→ Know what you need? Build, migrate, or integrate from day one across HubSpot and Salesforce.
CORE SERVICES (every area of Salesforce and HubSpot CRM: implementation, migration, integration, administration, automation, optimization, audits):
✅ HubSpot Solution Architecture: CRM setup, customization, Marketing Hub implementation
✅ Salesforce Solution Architecture: implementation and optimization across all Salesforce Clouds
✅ HubSpot↔Salesforce integration with enterprise-grade bidirectional sync
✅ CRM Administration: user management, permissions, data governance, deduplication, ongoing optimization
✅ Marketing Automation strategy and build: HubSpot, Salesforce Marketing Cloud, Journey Builder, Pardot
✅ Workflow automation via Zapier, Make, n8n, and APIs on clean CRM foundations
✅ Reporting and dashboards: HubSpot, Salesforce, Tableau, Power BI
✅ RevOps strategy: lead routing, lead scoring, attribution, Revenue Operations design
TOOLS:
Salesforce Clouds: Sales Cloud, Service Cloud, Marketing Cloud, Marketing Cloud Account Engagement (Pardot), CPQ, Revenue Cloud, Experience Cloud, Nonprofit Cloud (NPSP), Financial Services Cloud, Data Cloud, plus Salesforce Flow, Sales Engagement, and Einstein (Lead Scoring, Activity Capture)
HubSpot Hubs: Marketing Hub, Sales Hub, Service Hub, Content Hub (CMS Hub), Operations Hub, Commerce Hub, plus workflows, sequences, lead scoring, custom objects, data sync, reporting
Automation: Zapier, Make, n8n, native APIs, custom middleware
Email & Marketing Automation: Pardot, Klaviyo, Mailchimp, Outreach, ActiveCampaign
Other CRM: Zoho CRM, Pipedrive | Analytics: Tableau, Power BI, GA4, Einstein Analytics | Adjacent: WordPress, 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 and HubSpot Solution Architect
✔ Featured on UpCity as a Top Service Provider for HubSpot and Salesforce consulting
✔ Solution Effectiveness Score: every build scored before it ships and validated after, calibrated on 5,000+ scored solutions
✔ Certified: Salesforce & HubSpot Certified Administrator. Experienced Salesforce Marketing Cloud Expert, Pardot Specialist, HubSpot Marketing, and RevOps Consultant.
✔ 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, or RevOps 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.
Thiago B.
Salesforce Developer | Data 360 | CPQ | Sales & Service Cloud | Pardot
Orlando, Florida
$50/hr$50 per hour5.0 (1) 5 jobs $10K+ total earnings
⭐⭐⭐⭐⭐
I help companies implement, fix, and scale Salesforce so it actually supports sales, service, and marketing teams instead of slowing them down. I work across Data Cloud, Sales Cloud, Service Cloud, Pardot, CPQ and Salesforce integrations to make sure your org is clean, efficient, and easy to use.
🎯 Skills & Expertise
• Salesforce implementation, setup, migration and org cleanups
• Sales Cloud and Service Cloud configuration
• Salesforce Flows and advanced process automation
• Marketing Account Engagement(Pardot) and Salesforce marketing automation support
• Salesforce CPQ setup and optimization
• Salesforce data migration and user management
• Dashboard, reports, page layouts, and custom objects
• Salesforce integrations using Celigo and APIs
• Remote Salesforce admin, maintenance, and support
• Staff training and user adoption support
📌 Experience
I am a certified Salesforce Consultant and Administrator with over six years of experience working across the full Salesforce lifecycle. I have supported both in house teams and consulting agencies, working as a Business Analyst, Project Manager, Salesforce Consultant, and Salesforce Administrator.
My experience includes implementing Salesforce from scratch, fixing complex org issues, building scalable automation, integrating Salesforce with external platforms, and supporting marketing teams using Pardot. I have worked with small businesses, large enterprises, and financial services organizations, always focusing on usability, performance, and long term maintainability.
I work closely with stakeholders to understand business processes and translate them into practical Salesforce solutions that teams actually enjoy using.
✅ Why Work With Me
• Certified Salesforce professional with multi role experience
• Strong focus on clean automation and user friendly orgs
• Experience across Sales and Service cloud, Pardot and CPQ
• Comfortable working with agencies and consultants on contract projects
• Clear communication and reliable delivery
• Fluent in English, Portuguese, and Spanish
Keywords: salesforce administrator, salesforce admin support, salesforce consultant services, salesforce implementation consultant, salesforce setup and configuration, salesforce org cleanup, salesforce troubleshooting expert, salesforce sales cloud implementation, salesforce service cloud setup, salesforce flows automation, salesforce flow developer, salesforce process automation, Data Cloud, Data 360, salesforce cpq consultant, salesforce cpq implementation, salesforce pardot consultant, pardot marketing automation, salesforce marketing cloud account engagement, salesforce integration specialist, salesforce api integration, celigo salesforce integration, salesforce data migration, contract salesforce administrator, freelance salesforce consultant
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