Heather

CRM Implementation Consultant

Accenture • Parttime

Nov 2023 - Aug 2025 • 1 yr 9 mos

Contracted to design, execute, and troubleshoot specialized cloud CRM deployments, database architectures, and automated retention systems for medium to enterprise-tier medical and local service agencies. Engineered specialized team-booking architectures and resource allocation engines, enabling multi-location organizations to seamlessly manage provider shifts, treatment room availabilities, and physical machinery assets with zero scheduling friction. Built over 65 end-to-end white-label snapshots containing predefined pipelines, custom message templates, trigger structures, and custom values for quick-deployment scenarios. Achieved a systematic 30% reduction in lead conversion times across client accounts by implementing instant multi-channel SMS, email, and ringless voicemail auto-responders. Directed complex database migration projects, securely moving legacy patient lists from systems like Mindbody, Boulevard, and Jane App directly into modern GHL architectures without data loss or downtime. Conducted deep-dive technical optimization audits on flagging lead capture pages, restructuring tracking parameters, schema paths, and on-page visual hierarchies to lift conversion rates by 18%. Formulated secure regulatory data management frameworks, ensuring strict adherence to global privacy rules and protecting confidential data fields across all digital assets. Conducted over 120 dedicated live training masterclasses and video handover demonstrations for client operational staff, easing software adoption friction and cutting system navigation errors by 70%.

Senior Marketing Automation Specialist

HubSpot • Fulltime

Jul 2022 - Jul 2025 • 3 yrs

Managed the technical scoping, workflow development, and optimization execution of large-scale automated acquisition pipelines, CRM migrations, and multi-platform cloud syncing networks. Pioneered the optimization of high-converting database reactivation strategies, re-engaging over 150,000 stale leads and generating an immediate, traceable revenue surge of $420K across multiple client portfolios without expanding core paid ad budgets. Standardized the development of responsive sales funnels, high-performance landing pages, and native conversion pathways optimized for local organic visibility and local search engine ranking factors. Designed and integrated automated missed-call text-back networks that instantly captured lost inbound opportunities, driving up customer inquiry engagement metrics by 45% for multi-location local service accounts. Resolved complex API connection blocks and technical delivery bugs between core CRMs, Twilio gateways, Mailgun architectures, and third-party SaaS extensions. Directed full-stack UI/UX responsive optimizations across 80+ customer-facing booking portals, accelerating loading performance speeds by 60% and lowering cart abandonment behaviors by 22%. Routinely executed granular data mapping strategies, managing advanced workflows, custom values, custom fields, and nested conditional logic chains to match individual client requirements. Audited system analytics pathways and tracking tags across Meta, Google, and TikTok ad accounts to guarantee flawless attribution mapping across all active landing pages. Mentored a dedicated tier-2 technical support department of 6 automation junior engineers, maintaining an average project delivery score of 99.4% over a two-year consecutive operational timeline.

Digital Funnel Strategist

WPP • Fulltime

Sep 2022 - Oct 2024 • 2 yrs 1 mo

Led the UX design, on-page search engine optimization, and system logic configuration for high-traffic digital sales funnels, corporate websites, and lead generation frameworks. Formulated comprehensive search engine optimization strategies for web properties built natively within marketing platforms, applying optimal keyword structures, meta tag pathways, and lightning-fast media compression rules to achieve top organic local placements. Maintained accountability for driving down cost-per-lead (CPL) and boosting return on investment (ROI) via continuous A/B split-testing across landing page design variables, calls-to-action, and lead forms. Constructed specialized database reactivation architectures that successfully captured unbooked consultations from historical cold lead files, averaging a 12% reactivation success metric for small business clients. Configured complex webhook loops utilizing custom script hooks to synchronize leads seamlessly with external email service providers, project tracking tools, and client-facing communication apps. Successfully engineered over 110 lead generation landing pages and responsive multi-page marketing sites, maintaining cross-browser and cross-device structural integrity. Monitored server logs, domain mapping records, SSL security layers, and platform hosting modules to ensure website uptime metrics never dropped below 99.9%. Consolidated and analyzed campaign performance telemetry data, producing bi-weekly technical attribution reports for key enterprise stakeholders to demonstrate ongoing conversion growth.