c
crolcas

Carlos Roldan

@crolcas
5.0(3)

Senior HubSpot Consultant: CRM Strategy, Clay and Automation

Spain
English, Catalan, Spanish
About me
🔾 10+ years of experience across 100+ global projects. đŸ”č Onboarding & Migrations: Full CRM setup, secure data migration, and expert team training. 🔾 Clay Data Enrichment: Automated prospecting and real-time lead validation within HubSpot. đŸ”č Native Dashboards: Advanced attribution reports and KPI tracking directly in the platform. 🔾 Architecture & Workflows: Custom objects and end-to-end process automation. đŸ€ Let’s scale your HubSpot operations. Contact me!... Read more

Skills

c
crolcas
Carlos Roldan
Offline ‱ 
Average response time: 1 hour

See my services

Digital Transformation Consulting
I will set up, audit, and optimize hubspot for automation and growth
5.0(3)
Data Cleaning
I will enrich and clean hubspot CRM data

Portfolio

Work experience

Strategic B2B HubSpot RevOps Consultant

SingularTech ‱ Full-time

May 2019 - Present ‱ 7 yrs

Turning messy data into predictable revenue. I specialize in helping B2B companies optimize their entire customer lifecycle through high-level HubSpot RevOps strategy and technical execution. With a background in complex implementations (including 30+ agent teams and long-term corporate maintenance), I don't just "fix" your CRM—I build a scalable growth engine that aligns your Marketing, Sales, and Service departments. What I Bring to Your Business: Revenue Alignment: Eliminating silos by creating a unified "Source of Truth" for your data. Architecture & Automation: Custom pipeline design, advanced lead scoring, and complex workflow automation to save your team hours of manual work. Data-Driven Insights: Custom dashboards and attribution reporting to help you make decisions based on facts, not feelings. CRM Clean-up & Migration: Auditing existing portals to remove technical debt and optimize performance. Change Management: Strategic onboarding and documentation to ensure 100% team adoption. I am not just a technician; I am a growth partner. My goal is to ensure that every dollar you spend on HubSpot returns maximum value through increased sales velocity and better lead conversion. Stop fighting your CRM and start using it to scale.

FedEx

Enterprise Sales Executive

FedEx ‱ Full-time

Aug 2016 - May 2021 ‱ 4 yrs 9 mos

Strategic Portfolio Management & Scalability: Managed high-value accounts in North Catalonia, driving a 42% YoY revenue growth through process optimization and lifecycle management. Revenue Expansion & Friction Analysis: Identified and resolved operational blockers to unlock upsell opportunities, focusing on net revenue retention and cross-functional alignment. Consultative Architecture: Acted as a strategic advisor, auditing customer business models to provide data-driven recommendations on operational efficiency and profitability. Segmented Operations: Managed a diverse portfolio (80% SMB / 20% Enterprise), tailoring CRM workflows and engagement strategies to different market complexities. High-Value Deal Orchestration: Supervised complex deal cycles ranging from $15K to $300K, ensuring data integrity and pipeline velocity. Enablement & Tech Stack Implementation: Led onboarding, technical integrations, and Ops implementation, focusing on team training to ensure high platform adoption and process standardization.

Procter_& Gamble

Sales Enablement

Procter & Gamble ‱ Full-time

Jan 2012 - Jan 2016 ‱ 4 yrs

Strategic Account Management: Orchestrated high-touch engagement for Dermatology specialist accounts, focusing on customer lifecycle value and brand positioning. Sales Enablement & Content Strategy: Developed and deployed high-impact sales collateral and scientific materials to streamline the buyer’s journey and provide value-driven insights. Cross-Functional Project Leadership: Led large-scale scientific dissemination projects, aligning marketing messaging with sales execution to ensure consistent market impact. Data-Driven Decision Making: Conducted granular sales performance analysis, generating actionable reports to identify market trends and optimize territory performance. Operational Excellence: Improved field efficiency by translating complex product data into standardized sales playbooks for better stakeholder engagement.

3 Reviews
5.0

(3)
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Rating Breakdown
  • Seller communication level
    5
  • Quality of delivery
    5
  • Value of delivery
    5
1-3 out of 3 Reviews
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    R

    readyfin

    ES

    Spain

    5

    Working with Carlos has been a very positive experience. He helped us properly set up our email system in HubSpot, which initially seemed straightforward but actually involved quite a few technical complexities (DNS, authentication, deliverability, etc.). From the very beginning, he demonstrated strong...

    $50-$100

    Price

    1 day

    Duration

    gig

    Digital Transformation Consulting

    Helpful?
    Yes
    No
    P

    paoloverzeri843

    Repeat Client

    UY

    Uruguay

    5

    Thanks Carlos for your excellent work with us and helping the team understand how the platform works and how it can help hour business reach a new standard.

    $200-$400

    Price

    1 day

    Duration

    gig

    Digital Transformation Consulting

    Helpful?
    Yes
    No
    P

    paoloverzeri843

    Repeat Client

    UY

    Uruguay

    5

    Trabajo excelente! Gracias Carlos. SĂșper recomendable.

    $200-$400

    Price

    1 day

    Duration

    gig

    Digital Transformation Consulting

    Helpful?
    Yes
    No