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Is your support team still doing work that should run itself? Manually routing tickets, chasing follow-ups, or managing three platforms that don't talk to each other — that's exactly the kind of friction I eliminate. I help SaaS companies, e-commerce brands, and agencies optimize and automate their customer support and CRM operations using HubSpot, Zendesk, Intercom, and Freshworks — so their teams spend time on customers, not configuration. 💡𝐖𝐡𝐚𝐭 𝐈 𝐝𝐨 • AI chatbot setup that handles real conversations, not just basic FAQs • Zendesk workflows, SLAs, triggers, automation, and ticket routing built to scale • HubSpot lifecycle automation, email sequences, and pipeline management • Intercom onboarding flows and FIN AI chatbot configuration • Cross-platform integrations via API, Zapier, and Make 🏆𝐖𝐡𝐲 𝐂𝐥𝐢𝐞𝐧𝐭𝐬 𝐖𝐨𝐫𝐤 𝐖𝐢𝐭𝐡 𝐌𝐞 ✅ 500+ completed projects on Upwork ✅ 21,000+ hours on Upwork ✅ 400+ five-star reviews ✅ Excellent Job Success Score | Top Rated ✅ $400k+ earned 🎖️𝐄𝐗𝐏𝐄𝐑𝐓𝐈𝐒𝐄 ⚙️𝐂𝐑𝐌𝐬 & 𝐒𝐮𝐩𝐩𝐨𝐫𝐭 𝐒𝐲𝐬𝐭𝐞𝐦𝐬 • HubSpot setup and optimization • Zendesk and Freshdesk configuration • Intercom workspace setup and automation • Multi-brand and multi-region helpdesk architecture • CRM migrations and cleanup 🤖𝐀𝐈 𝐚𝐧𝐝 𝐖𝐨𝐫𝐤𝐟𝐥𝐨𝐰 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 • AI chatbot implementation • Intelligent ticket routing and triage • SLA and escalation workflows • Customer onboarding automation • Automated email sequences • Process optimization and automation 🔗𝐈𝐧𝐭𝐞𝐠𝐫𝐚𝐭𝐢𝐨𝐧𝐬 & 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐬 • API integrations across platforms • Shopify, Slack, Zapier, Make, and custom integrations • Reporting dashboards and analytics • Help center and knowledge base optimization 🟠𝐇𝐮𝐛𝐒𝐩𝐨𝐭 𝐄𝐱𝐩𝐞𝐫𝐭𝐢𝐬𝐞 • CRM, Marketing Hub, Sales Hub, Service Hub implementation • Email automation, campaigns, and personalization • Reporting, dashboards, and attribution tracking • Data management, segmentation, and lifecycle automation 🟢𝐙𝐞𝐧𝐝𝐞𝐬𝐤 / 𝐅𝐫𝐞𝐬𝐡𝐰𝐨𝐫𝐤𝐬 𝐄𝐱𝐩𝐞𝐫𝐭𝐢𝐬𝐞 • Helpdesk and ticketing architecture with agent workspace optimization • Advanced workflows, triggers, SLAs, and business rules • AI bots, live chat, and messaging systems • Freshcaller, and Zendesk Talk • Zendesk Explore and Freshworks Analytics • Freshservice ITSM setup, incident management, SLA policies, and ticket management 💬𝐈𝐧𝐭𝐞𝐫𝐜𝐨𝐦 𝐄𝐱𝐩𝐞𝐫𝐭𝐢𝐬𝐞 • Customer onboarding and lifecycle messaging • Help center and knowledge base management • Advanced FIN AI chatbot setup • AI-powered conversation workflows & routing 🎯𝐑𝐞𝐜𝐞𝐧𝐭 𝐏𝐫𝐨𝐣𝐞𝐜𝐭𝐬 • Implemented AI-powered ticket routing for high-volume operations • Built HubSpot lifecycle automation and lead scoring systems • Configured Zendesk workflows with automated SLAs and escalations • Deployed Intercom automation flows and chatbot experiences • Optimized Freshdesk environments for ecommerce customer support • Integrated CRM and support platforms with external business tools 📩𝐋𝐞𝐭’𝐬 𝐂𝐨𝐧𝐧𝐞𝐜𝐭 If you're looking to automate support operations, clean up your CRM, or implement AI-powered workflows, let's talk. I'll tell you exactly what's possible for your setup.

Customer Service, Sales, and B2B/B2C Specialist With extensive experience in customer service, lead generation, and sales across B2B and B2C sectors, I bring a proven track record of delivering top-notch CRM solutions. As a former Universal Agent in a business process outsourcing setting, I managed a wide range of customer inquiries, including mobile, landline, broadband, digital services, and logistics concerns. My expertise spans billing explanations, credit processing, relocation support, technician dispatches, troubleshooting, and more. I also excelled in backend responsibilities and collaborated with onshore teams for effective complaint resolution and legacy plan updates. In addition to my customer service proficiency, I possess skills in academic writing, sales, marketing, web research, and administrative tasks. I am eager to leverage my BPO industry experience and extend my capabilities into writing and research projects on Upwork. I am committed to continuous learning and skill enhancement to provide exceptional service and high-quality results to my clients.

Most support teams don’t fail because of volume, but they fail because of broken systems, slow processes, and lack of ownership. I fix that. What I Do: I help SaaS companies and digital businesses build high-performing Customer Success and Technical Support operations that scale, without chaos. With 8+ years of experience leading Support, Customer Success, and Operations teams, I go beyond resolving tickets. I design systems that improve onboarding, reduce churn, and increase activation, retention, and overall customer satisfaction. --- How I Can Help Customer Success & SaaS Onboarding I guide users from first login to full adoption through onboarding calls, product walkthroughs, and structured flows that reduce time-to-value. Technical Support (Tier 1–3) Troubleshooting across SaaS platforms, CRMs, APIs, automations, and integrations. I focus on fixing root causes, not just closing tickets. CRM Setup, Cleanup & Optimization HubSpot, Zoho, Odoo, Zendesk, GoHighLevel, Salesforce * Data cleanup and structuring * Pipeline and workflow optimization * Automation setup * Reporting accuracy improvements Workflow Automation Using Zapier, Make, and CRM-native tools, I eliminate repetitive work and improve efficiency. Typical workload reduction: 20–50% SOPs, Documentation & Process Building I create scalable playbooks, onboarding systems, and internal documentation that make teams faster, more consistent, and easier to scale. --- Proven Impact * Increased customer activation and adoption by 35%+ * Reduced onboarding and resolution time by 30% * Built 50+ SOPs and scalable support systems * Improved CRM data accuracy and reporting * Managed and scaled teams of 5–20 members --- How I Work I take ownership from day one. * Clear, proactive communication * Fast execution with long-term thinking * Focus on solving the root problem, not just symptoms --- Case Study: SaaS Operations Transformation A growing SaaS company was struggling with slow onboarding, messy CRM data, and repeated customer issues. What I did: * Rebuilt onboarding workflows and customer journey * Cleaned and restructured CRM (pipelines, automations, reporting) * Implemented automation using Zapier and Make * Created SOPs and QA frameworks for the support team Results: * 35% increase in customer activation * 30% faster onboarding and issue resolution * 20–50% reduction in manual workload * Noticeable improvement in CSAT and retention --- Why Clients Choose Me * Strong mix of technical and operational expertise * Proven leadership and team management * Adaptable across different SaaS environments * Reliable, detail-oriented, and outcome-driven --- Let’s Work Together If you need someone who can lead your support function, fix broken processes, and improve customer experience while scaling your operations, I’d be glad to help.

I’m a Team Building & Management Specialist with 9+ years of experience. My core strength is people operations management and getting things done. I’m a natural communicator who builds cohesive teams, while operations and workflow/tasks/KPIs/OKR efficiency come naturally to me now given the amount of time I've been doing this niche work. What I deliver: • Team Leadership: Recruiting, training, and fostering accountability. • People-First Ops: Streamlining workflows through clear communication. • Culture: Creating environments where teams thrive without micromanagement. I work excellently with minimal supervision. Let’s connect if you need a leader who prioritizes people and results. Best Regards, Hashim Khan

Are your operations running you instead of the other way around? Messages falling through the cracks. CRM data that's a mess. Customer issues piling up while you're stuck coordinating instead of growing. Sound familiar? I'm Hatim Khan, an operations and CRM specialist with 6+ years of experience helping businesses bring structure, clarity, and control to their daily workflows. With 1,456+ hours logged on Upwork, a 100% Job Success Score, and Top Rated status, I don't just assist. I stabilize, organize, and optimize. ⚙️ How I Support Your Business End-to-end Virtual Assistance and Administrative Control CRM Management, Cleanup, and Client Communication Flow Customer Support across email, live chat, and phone systems Workflow Optimization and Automation using Zapier Project and Team Coordination with clear task ownership Dispatching and Logistics Coordination (Trucking and NEMT) Data Management, Research, and Reporting Invoicing, Chargebacks, and Administrative Tracking 🛠️ Systems and Tools I Work With CRM and Support: HubSpot, Salesforce, GoHighLevel, Zendesk Project Management: Asana, ClickUp, Monday, Bitrix24 Automation: Zapier, ActiveCampaign, Mailchimp, Typeform Communication: Slack, Google Workspace, Teams, Skype Scheduling: Calendly, Hubstaff Platforms: WordPress, Shopify, Canva ✅ What You Gain Working With Me Structured operations instead of scattered, reactive workflows Faster response times and consistent client communication Clear visibility on tasks, progress, and priorities at all times Reduced workload without losing control of your business A proactive partner who spots inefficiencies before they cost you 💡 Why I Stand Out Most VAs wait to be told what to do. I map out what needs to happen and make it happen. My background spans high-pressure dispatching (trucking and NEMT), CRM cleanup and automation, and direct customer support, which means I understand operations from the ground up, not just from a checklist. I'm organized, responsive, and focused on long-term partnerships where my work has a measurable impact on your business. 📌 Let's Bring Order to Your Operations If your business feels overloaded, disorganized, or stuck in reactive mode, I can step in and build the structure you need to move forward with confidence. Send me a message describing your current workflow or biggest operational challenge, and I'll respond within hours with a clear, practical plan.

From strategic planning to ongoing maintenance, I can be someone who would act as a business manager, project manager, and key individual who can hold all the strings to your business success. COST-EFFECTIVE yet HIGH-QUALITY Service - 14,000 plus hours on Upwork - Top Rated Plus - Worked with enterprise Fortune 500 companies. - Sectors worked on: Federal, SLED, K-12, and Commercial From strategic planning to ongoing maintenance, I can be someone who would act as a business manager, project manager, and key individual who can hold all the strings to your business success. Key expertise in the following domains with a proven track record: - Supply Chain Management: (Sales Distribution & Logistics) - Accounting, Finance & Audits: (Xero, SAGE, QB, ZOHO, and manual accounting) - Business Process Outsourcing: (Back Office Operations, RFQ/RFP Lifecycle, Order Processing, Shipping, Logistics, Vendor Management, Collection, GR/IR, Reporting, Forecasting, and Team Management) - Customer Service/Support: (Chat Support, Email Support, and Phone Support) - Data Management: (Inventory Management, Forecasting, Meta Tags, Hierarchy Design, Terms, and Process) - Business Development: RFQ, RFQ, Quoting, Federal Bids, Tracking Bids, and Vendor Management - Marketing: Content Marketing, Community Engagement, Ad and Email campaigns, Surveys, Lead Management, and social media Domains & Tools: - ERPs: Sap, NetSuite, MS Dynamics, Zoho, Odoo - PROJECT MANAGEMENT: Asana, Trello, Airtable, Monday.com, ClickUp, Smart Sheet, Jira - TICKETING: Zendesk, Freshdesk, Freshsales - G-Suite: Google Docs, Sheets, Slides, Forms, Drive, and integrations - MS Suite: Microsoft Word, Excel, PowerPoint, OneNote, Outlook, and Visio Communication: WhatsApp, Skype, Google Meet, Slack, Zoom, Uber Conf, Ring Central & WebEx I am just a call away