
Hannah O
Level 1
Zapier, Airtable Automation Specialist Wix, Webflow shopify Website
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Business Development Automation Specialist
Private Investment Firm
Jan 2026 - Present • 8 mos
Developed a Partnership & Opportunity Management system to streamline strategic, referral, and co-marketing collaborations. • Structured contract lifecycle tracking (Request → Negotiation → Approval → Executed) • Categorized partnership types • Automated estimated deal value tracking • Built grouped pipeline views for management reporting
CRM & Automation Consultant
Hephaestus Capital
May 2023 - Aug 2023 • 3 mos
Designed and implemented a customized Sales CRM and deal pipeline system to improve revenue tracking and sales visibility. • Built structured deal stage tracking (Closed-Won, Negotiation, Contract) • Implemented forecast value and probability automation • Created filtered views for sales reps and performance monitoring • Improved pipeline transparency and reporting efficiency
16 Reviews
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zoerodgers

Verenigd Koninkrijk
Hannah is superb she has been so patient with me and my lack of knowledge and organisation in these areas. Highly recommend Hannah
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zoerodgers

Verenigd Koninkrijk
Reactie van de freelancer
michaeleiseman

Verenigde Staten
Very creative and attentive to our needs with airtable and launch.
Reactie van de freelancer

benelibra

Verenigde Staten
Hannah was very accommodating to my never-ending requests for clarity. Much appreciated!
Reactie van de freelancer

krigkoge

Verenigd Koninkrijk
Working with this seller was a great experience from start to finish. They did an excellent job setting up a structured and easy-to-use organizational system in Airtable. Everything was well organized, from the employee directory to the department and reporting views, which makes managing our team much more efficient. I recommend this seller
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