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Is your Salesforce CRM outdated, full of duplicates, or missing key updates?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 with corporate clients including Mercedes-Benz, Chevron, Telefonica, and Schneider Electric. I maintained case accuracy across relocation and immigration processes — and 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 with corporate clients including Mercedes-Benz, Chevron, Telefonica, and Schneider Electric. I maintained case accuracy across relocation and immigration processes — and 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.
Data Entry Type
Data Cleansing, Error Detection, Online ResearchData Entry Tool
CRM Software, Microsoft Excel, Microsoft OfficeWhat'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 |
Formatting & Clean Up | |||
Graph & Table Creation | - | - | - |
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 - 8:35 am local time
half weeks. Drove office compliance from below 80% to 100%, earning an
institutional award. That's how I work.
I'm a bilingual (Spanish/English) Operations and Administrative Assistant
with 8+ years of experience supporting multinational companies across
back-office operations, Salesforce CRM management, billing coordination,
and executive support.
If your operations feel chaotic, your CRM is a mess, or your team is
drowning in follow-ups — I can fix that.
─────────────────────────────────
WHAT I CAN DO FOR YOU
─────────────────────────────────
✔ Salesforce CRM — data entry, workflow management, reporting, and team
training. I've maintained CRM accuracy for relocation, outbound, and
immigration processes across multiple corporate accounts.
✔ Billing & Milestone Tracking — I coordinate with teams to identify,
follow up, and close pending billing items fast. No bottlenecks, no
delays.
✔ Process Optimization — I don't just execute tasks. I look for what's
broken and fix it. I built a daily compliance tracking system from scratch
that took one office from failing to award-winning.
✔ Executive & Administrative Support — calendar management, document
control, reporting (daily, weekly, monthly, quarterly), vendor
coordination, and internal communications.
✔ Data Entry & Reporting — 100+ invoices/month processed with zero errors.
Clean data, on time, every time.
─────────────────────────────────
TOOLS & SYSTEMS
─────────────────────────────────
Salesforce | MS Excel | Word | PowerPoint | Canva | CapCut |
Microsoft Teams | SharePoint
─────────────────────────────────
HOW I WORK
─────────────────────────────────
→ Fast response: I reply within 4–8 hours
→ Proactive: I flag issues before they become problems
→ Reliable: deadlines are non-negotiable for me
→ Rising Talent on Upwork — ID verified
I'm available for 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