You will get a clean, accurate Salesforce CRM: audit, cleanup & tracking, ES/EN
Rising Talent
Rising Talent
Project details
Is your Salesforce CRM outdated, full of duplicates, or missing key updates? I'll get it clean, accurate, and usable again.
I spent 3 years managing Salesforce Lightning daily for a global mobility firm, maintaining case accuracy across relocation and immigration processes for multiple corporate accounts. I also reduced 1,200 pending billing milestones to under 700 in one and a half weeks through systematic CRM tracking and follow-up. That's how I work.
Bilingual Spanish/English. Fast response. Zero tolerance for messy data.
I spent 3 years managing Salesforce Lightning daily for a global mobility firm, maintaining case accuracy across relocation and immigration processes for multiple corporate accounts. I also reduced 1,200 pending billing milestones to under 700 in one and a half weeks through systematic CRM tracking and follow-up. That's how I work.
Bilingual Spanish/English. Fast response. Zero tolerance for messy data.
Purpose
BusinessIndustry
Business Services & Consulting, Financial Services, Logistics & Supply Chain Management, Manufacturing & Storage, SoftwareLanguage
EnglishWhat's included
| Service Tiers |
Starter
$120
|
Standard
$220
|
Advanced
$380
|
|---|---|---|---|
| Delivery Time | 3 days | 5 days | 7 days |
Number of Revisions | 1 | 2 | 2 |
Number of Hours of Work | 3 | 5 | 7 |
Basic Photo Editing | - | - | - |
Organize & Classify/Tag Files | - | - | - |
Formatting & Clean Up | - | - | - |
Project Management Support | - | - | - |
Travel Planning | - | - | - |
Optional add-ons
You can add these on the next page.
Additional Revision
+$25
Additional Hour of Work
+$15Frequently asked questions
About Geraldine
Executive & Admin Assistant | Salesforce CRM | Bilingual ES-EN
Lima, Peru - 2:28 pm local time
I'm a bilingual (Spanish/English) Operations and Administrative Assistant with 8+ years of experience supporting multinational companies: back-office operations, Salesforce CRM management, billing coordination, and executive support.
If your operations feel disorganized, your CRM needs cleaning up, or your team can't keep up with follow-ups, that's exactly the kind of problem I like solving.
What I can help with:
-Salesforce CRM: data entry, workflow management, reporting, and training other team members. I've kept CRM data accurate across relocation, outbound, and immigration processes for multiple corporate accounts.
-Billing and milestone tracking: I follow up directly with each person involved until pending items actually get closed, instead of letting them pile up.
-Process improvement: I don't just complete tasks, I look for what's slowing things down and fix it. That's how the compliance system in my first example came to be.
-Executive and administrative support: calendars, document control, reporting (daily to quarterly), vendor coordination, and internal communications.
-Data entry and reporting: I've processed 100+ invoices a month with zero errors.
-Tools I use: Salesforce, Excel, Word, PowerPoint, Canva, CapCut, Microsoft Teams, SharePoint, Claude AI.
I'd rather flag a problem early than let it turn into a bigger one.
Open to both ongoing contracts and one-time projects.
Let's talk about what you need.
Steps for completing your project
After purchasing the project, send requirements so Geraldine can start the project.
Delivery time starts when Geraldine receives requirements from you.
Geraldine works on your project following the steps below.
Revisions may occur after the delivery date.
CRM Review & Audit
Review your Salesforce setup and identify issues - duplicates, incomplete fields, and outdated records
Data Cleanup & Standardization
Clean and standardize data based on your naming conventions, field structure, and existing criteria