Hire the Best SDL Passolo Specialists

I have 8+ years of experience working with US and UK-based companies across sales, lead generation, customer success, account management, onboarding, and customer support. My experience includes outbound prospecting, cold email campaigns, lead qualification, appointment setting, client communication, account management, and onboarding. I’ve worked across industries including EdTech, telehealth, relocation, visa services, hospitality, and SaaS-related environments. I’m strongest in: • Sales and business development • Lead generation and outbound prospecting • Cold email and direct outreach • Lead qualification and appointment setting • Account management and customer success • Client onboarding and follow-up • CRM and pipeline management Tools I’ve worked with include Apollo, Instantly, Smartlead, HubSpot, Intercom, Gorgias, Shopify, Freshdesk, and Google Workspace. I’m comfortable managing client relationships, handling high-volume outreach, and taking ownership from the first interaction through to the next stage of the sales or customer journey.

✨ Helping businesses deliver exceptional customer experiences, streamline operations, and build lasting client relationships. I bring a unique combination of healthcare expertise and customer success experience, allowing me to communicate effectively with clients, patients, customers, and stakeholders while maintaining accuracy, professionalism, and empathy. 🏆 Why Hire Me? ✅ 3+ Years in the Medical Field as a Licensed Radiologic Technologist ✅ 2+ Years in Customer Service & Customer Support ✅ 2+ Years as a Medical Virtual Assistant ✅ 2+ Years in Customer Onboarding & Client Success ✅ Experience in Lead Generation & Prospect Research ✅ Strong Communication & Relationship Management Skills ✅ Detail-Oriented, Reliable, and Results-Driven 💎 Services I Provide 🔹 Customer Success Management 🔹 Customer Onboarding & Retention 🔹 Customer Service & Technical Support 🔹 Medical Virtual Assistance 🔹 Lead Generation & Prospect List Building 🔹 Email & Chat Support 🔹 Patient Coordination & Administrative Support 🔹 Medical Documentation & Terminology Support 🔹 Canva Design & Administrative Tasks 🛠️ Tools & Platforms ✔ Zendesk ✔ Freshdesk ✔ Slack ✔ Linear ✔ Zoom ✔ Skype ✔ Google Workspace ✔ ChatGPT ✔ CRM & Ticketing Systems 🏥 Healthcare Expertise ✔ Medical Terminology ✔ Anatomy & Physiology ✔ X-Ray Imaging ✔ CT Scan ✔ MRI ✔ Ultrasound ✔ Nuclear Medicine ✔ Radiation Therapy 🌟 What Clients Can Expect ✔ Fast Response Time ✔ Professional Communication ✔ Attention to Detail ✔ Problem-Solving Mindset ✔ High-Quality Work ✔ Commitment to Client Satisfaction I don't just complete tasks—I help businesses create outstanding customer experiences, improve retention, and build strong relationships that drive long-term growth. 📩 Let's connect and discuss how I can support your business and contribute to your success.

I've spent 3,789 hours and 24+ months as a Tier 2 Customer Support Specialist for a fintech platform (Atlas), maintaining a 5.0 rating while handling escalations, KYC verification, payment disputes, and account issues under SLA pressure. That client relationship alone earned $26,000+, a track record of consistency clients can check for themselves. Before that, I supported customers and drivers on a global mobility platform (inDrive) and a major food delivery marketplace (Uber Eats), handling KYC checks, fare and payment disputes, refunds, and account troubleshooting across phone, email, and chat. Always maintaining accurate CRM documentation. I'm comfortable working independently across Zendesk, Salesforce, Intercom, and Freshdesk, and I pick up new tools and internal processes quickly. Clients don't need to hand-hold me through onboarding. I document as I go and keep tickets moving without dropping SLA. Core strengths: - Tier 2 escalations & complex issue resolution - KYC verification, payment disputes, account investigations - Zendesk, Salesforce, Intercom, Freshdesk - Clear written and verbal communication under pressure - Fast onboarding, minimal supervision needed If you need someone who can walk into your support queue and start resolving real tickets, not just answer FAQs, let's talk.

Relevant Experience (Off-Upwork) - Revenue Operations, Sales Operations, CRM Administration, Reporting, and Process Optimization Specialist with 8+ years of experience supporting revenue-generating teams across SaaS and technology organizations. I help companies streamline revenue operations, improve data quality, optimize business processes, and provide actionable reporting that enables better decision-making. My experience spans Revenue Operations, Sales Operations, Renewals, Deal Desk, Order Management, CRM Administration, and Customer Operations. Most recently, I support a Revenue Operations team in a remote contract role, where I manage operational requests across GTM systems, build and maintain dashboards and reports, support CRM and system administration activities, analyze operational data, and assist with process improvement initiatives. I also manage user onboarding and access provisioning for revenue technology platforms, including LeanData and other sales and operations tools, ensuring teams have the appropriate system access and support needed to operate efficiently. Throughout my career, I have partnered closely with Sales, Customer Success, Finance, and Operations teams to manage contract renewals, pricing and quoting processes, CRM maintenance, reporting, workflow improvements, and customer-facing operational activities. Core Expertise: • Revenue Operations (RevOps) • Sales Operations • CRM Administration • Salesforce & Salesforce CPQ • Microsoft Dynamics • LeanData Administration • Dashboard & Report Development • Data Analysis & Data Quality Management • Contract Renewals • Quoting & Pricing Support • Deal Desk Operations • Order Management • Process Documentation & Optimization • User Onboarding & Access Management • Cross-Functional Stakeholder Management Tools & Platforms: Salesforce, Salesforce CPQ, LeanData, Microsoft Dynamics, Oracle, NetSuite, Microsoft Excel, Google Workspace, ChatGPT, and business reporting tools. I am known for being highly organized, detail-oriented, dependable, and capable of working independently in remote environments while maintaining strong communication with stakeholders across multiple functions and time zones.

I build sales functions that actually work, not decks that describe what one could look like. At a global GRC software company, I managed an SDR team that closed our final month at 109% of target. We were the only team in the organization to exceed goal that month, and four of my reps individually beat their quota while the rest hit theirs. That result came from the same system I bring to every engagement: tight qualification criteria, coached outbound cadences, and a pipeline I review weekly, not monthly. I work best with SaaS, legal tech, and compliance or professional services companies. If you are a founder or sales leader who needs an SDR or BDR team built, managed, or turned around, or you already have outbound activity but inconsistent qualified pipeline, that is exactly the kind of problem I like solving. On the leadership side, I recruit, onboard, and coach SDR and BDR reps, build outbound playbooks and call scripts, set and track quota, design GTM and sales processes, and keep CRM systems and pipelines clean in HubSpot and Salesforce. On the execution side, I still work the phones myself. Cold calling, appointment setting, lead qualification, email and LinkedIn outbound, prospect research, and follow up sequencing are all things I do hands on, which is part of why the coaching lands with my reps. Earlier in my career I led training and quality assurance programs for a US based BPO, eventually becoming Training Manager across sales, customer service, and non sales teams. That foundation is where I learned to diagnose performance gaps and build systems that scale without constant supervision, and it has shaped everything I have done since. I have worked remotely with US based clients for several years, most recently in GRC software and compliance technology. I am currently taking on long term, part time engagements with verified payment clients only. If you are trying to fix an underperforming outbound motion or need someone to own SDR management end to end, send me a message with your team size, current pipeline, and the gap you are trying to close, and I will tell you honestly whether I am the right fit.

Are you looking for a Business Development professional who can build pipeline, generate qualified opportunities, and help accelerate revenue growth without constant supervision? I'm Erica, a Business Development and B2B Sales specialist with 8+ years of experience supporting international companies across the U.S., Europe, and Latin America through outbound prospecting, strategic partnerships, consultative sales, and revenue-focused commercial execution. My background combines multinational experience with hands-on consulting for international businesses, helping teams strengthen pipeline generation, improve qualification processes, and create scalable growth systems in remote environments. 𝗛𝗼𝘄 𝗜 𝗰𝗮𝗻 𝘀𝘂𝗽𝗽𝗼𝗿𝘁 𝘆𝗼𝘂𝗿 𝘁𝗲𝗮𝗺: ✔ Business Development & Pipeline Growth → Prospecting strategies, lead generation initiatives, outbound campaigns, and opportunity creation. ✔ SDR / BDR Execution → Lead qualification, discovery conversations, consultative selling frameworks, and pipeline progression. ✔ Strategic Partnerships & Relationship Development → Building long-term client relationships that support growth and expansion. ✔ CRM & Sales Operations → Salesforce, Go High Level, reporting workflows, pipeline visibility, and process optimization. ✔ AI-Powered Commercial Execution → Claude and ChatGPT workflows for research, outreach support, process optimization, and operational efficiency. ✔ Digital Acquisition & Growth Support → Commercial initiatives leveraging LinkedIn, Instagram, Facebook, and TikTok to strengthen visibility and customer acquisition. 𝗦𝗲𝗹𝗲𝗰𝘁𝗲𝗱 𝗿𝗲𝘀𝘂𝗹𝘁𝘀: ✔ Achieved 100% sales growth within a global B2B product line operating across 150+ countries. ✔ 8+ years of B2B commercial experience, including pharmaceutical and medtech environments across international markets. ✔ Led an international cross-functional initiative connecting teams across the U.S., Europe, India, and Latin America. ✔ Supported 1000+ client interactions through structured relationship management, customer success initiatives, and conversion-focused follow-up systems. ✔ Increased commercial opportunities by 30% through process improvements and relationship-driven follow-up execution. ✔ Experience supporting international markets including North America, Europe, and LATAM in fully remote environments. 𝗧𝗼𝗼𝗹𝘀 & 𝗠𝗲𝘁𝗵𝗼𝗱𝗼𝗹𝗼𝗴𝗶𝗲𝘀: Salesforce CRM • Go High Level • LinkedIn Sales Navigator • Google Workspace • Zoom • Claude AI • ChatGPT • BANT • SPIN Selling • Consultative Selling • Pipeline Management • Lead Qualification I work best with founders, sales leaders, agencies, SaaS companies, and growth-stage businesses that need someone who can take ownership, create opportunities, and contribute directly to revenue growth. 📍 Remote, Worldwide 🌎 Fluent English & Portuguese ⏱ Available for long-term contracts and growth-focused partnerships Let's discuss how I can help strengthen your commercial engine and generate qualified opportunities for your business.