
Vivian O.
HubSpot and Zoho CRM Specialist, Data Cleanup and Automation
Skills

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Portfolio
Werkervaring
Virtual Assistant (CRM & Workflow Management) | Radiant Smile Dental Home
MedCare Clinic • Freelance
Jan 2025 - Aug 2025 • 7 mos
Handled CRM data entry, contact tagging, and workflow optimization. Set up email campaigns, autoresponders, and pipeline tracking for businesses. Managed calendar scheduling, client follow-ups, and appointment setting. Created FAQ documents and knowledge bases for customer support teams less
CRM & Customer Support Specialist | Homeview Real Estate Properties
Real
Jul 2024 - Jan 2025 • 6 mos
Set up and managed CRM platform HubSpot Created and organized customer databases, added tags, and structured pipelines for easy follow-ups. Automated email sequences and customer engagement workflows. Provided customer support via email, chat, and helpdesk tools. Assisted businesses with appointment scheduling, lead management, and workflow automation.