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akrainis

Angela K

@akrainis

CRM Expert, Sales Operations, Dashboards and Reporting

United States
About me
If your CRM is a mess, your reports don't make sense, or your sales team is drowning in manual work — I can help. I'm a Salesforce and HubSpot ops professional with 7 years of experience building dashboards, cleaning up databases, and fixing the behind-the-scenes chaos that slows businesses down. I can help with Salesforce setup and cleanup, custom reports and dashboards, data hygiene, workflow automation, and CRM audits. Detail-oriented, easy to work with, and I deliver clean work on time. Not sure if I can help? Just ask.... Read more

Skills

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akrainis
Angela K
Offline • 

See my services

Data Dashboards
I will build custom salesforce reports and dashboards
From$50 / projectMore details

Portfolio

Work experience

Revenue Operations Specialist

Contract • Freelance

Jan 2026 - Present • 4 mos

• Designed complete Salesforce orgs including custom objects, field architecture, automation (Flows), role hierarchies, permission sets, and lead-to-opportunity-to-closed-won workflows. • Created automated lead routing, assignment rules, and lifecycle stage tracking to show how proper CRM setup prevents pipeline leaks. • Built executive dashboards in Salesforce and Power BI showing pipeline velocity, conversion rates by stage, and rep performance metrics. • Documented all processes with SOPs and ran full UAT cycles.