
Anna j
Enterprise CRM Architect, AI Automation Specialist
Habilidades

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Porfolio
Experiencia laboral
Customer Onboarding Automation Specialist | Customer Onboarding Automation | Make com | CRM | Forms | Notifications
JK Business Group • Freelance
Sep 2026 - Present • 0 mos
Automated customer onboarding workflows using Make com to process submitted information, create CRM records, update databases, assign tasks, send notifications, organize customer data, and initiate follow-up processes. Connected forms, CRM systems, email platforms, spreadsheets, databases, and communication tools into structured onboarding workflows. Customer onboarding automation, Make com, CRM automation, client onboarding, workflow automation, form automation, email automation, task automation, data synchronization.
Carrier Approval | CTIA Compliance Expert | Salesforce A2P 10DLC SMS Compliance and Registration Specialist | Make .com Expert | Salesforce A2P 10DLC Registration | SMS Compliance Specialist Brand Campaign Registration |
ik tech • Freelance
Aug 2026 - Present • 1 mo
Completed end-to-end A2P 10DLC registration for a client's Salesforce SMS infrastructure, handling brand registration, campaign use case submission, carrier approval, and CTIA compliance across message content and opt-in/opt-out flows. Resolved registration errors and resubmission flags to restore SMS delivery without disruption. Salesforce automation expert, Salesforce CRM automation for lead management, Salesforce SMS automation, Twilio API integration specialist, SMS deliverability expert, Salesforce API integration for business workflows, Salesforce workflow automation expert, business process automation, Salesforce automation specialist for agencies. less
Business Process Automation Specialist | Business Process Automation | Make com | CRM | API | Workflow Optimization
Oilman Magazine • Freelance
Jul 2026 - Present • 2 mos
Analyzed repetitive business processes and converted manual operations into structured automated workflows using Make com, CRM platforms, APIs, webhooks, databases, and connected applications. Designed automation logic for data entry, notifications, lead management, customer processes, reporting, and internal operations. Business process automation, Make com, workflow automation, process optimization, CRM automation, API integration, data automation, operational automation, webhook integration.