Sam

Sales Automation Engineer

Omni Agency • Full-time

Sep 2025 - Dec 2025 • 3 mos

Built AI-powered lead conversion and sales automation systems for agency, HR, and operations teams using n8n, Make.com, HubSpot CRM, Zapier, Slack, Notion, and Google Workspace. Designed event-driven workflows that captured inbound leads, routed them into CRM pipelines, triggered internal notifications, and automated follow-up tasks to reduce manual sales admin and improve response speed. Developed AI agents for candidate screening, client intake, lead qualification, onboarding, and internal team alerts, helping teams move prospects and applicants through structured workflows more efficiently. Integrated HubSpot CRM with automation tools to manage contacts, update deal stages, assign owners, trigger follow-up sequences, and keep sales and operations teams aligned across the customer journey. Implemented trigger-based automation architecture for lead capture, CRM updates, pipeline movement, task creation, and follow-up workflows.

Zapier Automation Consultant

Bridgestone • Full-time

Oct 2023 - Apr 2024 • 6 mos

Designed and implemented Zapier, n8n, and Make.com automation systems for e-commerce brands and agency clients, with a focus on lead capture, customer data sync, CRM integration, and marketing follow-up. Built multi-step Zapier workflows that connected lead forms, Shopify, Stripe, WooCommerce, HubSpot, email platforms, and internal tools to automate customer journeys from inquiry to purchase or booked consultation. Developed AI-assisted workflows for order processing, lead segmentation, customer follow-up, and marketing automation, helping businesses reduce manual data entry and improve consistency across sales and marketing operations. Integrated e-commerce and CRM platforms to sync new customers, abandoned purchase signals, payment events, and contact records into structured pipelines for better tracking and follow-up. Delivered cross-platform automations that supported lead management, sales notifications, customer onboarding, email follow-up, and reporting workflows.

AI Automation Specialist

Velocity Solutions • Full-time

Dec 2022 - Jul 2023 • 7 mos

Built AI automation and CRM workflow systems for professional services firms, focusing on client intake, lead qualification, appointment workflows, customer communication, and sales process automation. Created AI-powered client intake systems that captured inquiries, structured prospect information, summarized client needs, and routed qualified leads into CRM or project workflows for faster response and better sales visibility. Integrated HubSpot CRM, Zapier, Calendly, Notion, and Make.com to automate lead capture, meeting scheduling, client communication, billing updates, and project follow-up. Developed document processing agents, AI reporting workflows, and automated client communication systems that reduced repetitive admin work and helped teams stay focused on revenue-generating conversations. Delivered workflow automations for CRM updates, calendar bookings, follow-up reminders, client onboarding, and internal team notifications.