Nneka Ewalu

NNEKA GRACE EWALU CRM & Automation Implementation Specialist (Remote) | PROFESSIONAL SUMMARY CRM and automation specialist with 3+ years designing and implementing workflow systems, sales operations tools, and no-code automations for service businesses, startups, and operational teams. My expertise lies in identifying process bottlenecks, constructing multi-step automated pipelines, and fostering adoption through clear documentation and training. Proven ability to work directly with founders and senior stakeholders to translate business needs into production-ready technical systems. Experienced in US-hours remote environments. CORE COMPETENCIES CRM Systems: HubSpot (Sales Hub), Airtable, Zoho, Pipedrive (basic) Automation/iPaaS: Zapier, Make (Integromat), Google Apps Script, n8n (basic) Project Management: Airtable, Asana, ClickUp, Monday.com, Google Sheets AI & GenAI: Prompt design, OpenAI, Gemini, GPT-4.1 AI enrichment fields Client-Facing: Requirements gathering, SOP documentation, training, Loom walkthroughs Data & Analytics: Looker Studio, Google Sheets dashboards, KPI reporting, BigQuery (basic) APIs & Integrations: REST APIs, Webhooks, HubSpot API, Airtable Automations Sales Ops: Quota planning, comp modelling, lead routing, pipeline design, data hygiene PORTFOLIO PROJECTS (SELECTED) LegalOps CRM & Automation System Tools: Airtable · Gmail · Airtable Automations · Airtable Interfaces - Built a complete operational system for a law firm use case—Leads, Cases, Tasks, and Team tables with structured pipeline stages (New Lead Initial Contact → Needs Assessment → Negotiation → Closed Won) - Designed six automations that eliminate manual work: instant lead response, lead qualification routing, overdue task escalation, case stage change notifications, document generation, and client satisfaction. - Built a multi-page Pipeline Dashboard Interface—live metrics for total leads (12), new leads (3), conversion rate, stage distribution, and weekly intake trends with filter controls - Created role-specific interface views: Pipeline Dashboard, Team Workload, Active Cases, Executive Summary PayFlowHQ Quota & Compensation System Tools: Google Sheets · Google Apps Script · HubSpot API · HubSpot Goals · HubSpot Deals - Built end-to-end sales ops automation from a CEO briefing—calculated annual, quarterly, and weekly quotas from TAM, ASP, and close rate for 3 segments across 8 reps - Connected live to HubSpot via API—imported reps as contacts, created deals, published team targets to HubSpot Goals, and pulled live attainment from closed-won deals automatically - Automated 6 processes: attainment refresh, rep earnings simulator, CEO-ready PDF generation, quota email assignments, HubSpot quota push, and full audit log Automated Recruitment Pipeline Tools: Airtable · Looker Studio · Google Sheets · BigQuery · Gmail Built a complete recruitment engine—jobs, Candidates, Applications, interviews, and Staff tables with Kanban pipeline and recruiter/hiring manager interfaces Automated interview invites, rejection letters, offer confirmations, and overdue feedback escalations via status-change triggers—zero manual follow-up Connected Airtable to Looker Studio via Google Sheets for a real-time 4-page dashboard: executive overview, recruitment funnel, source performance, recruiter operations (50 applications, 24 jobs, 49 candidates tracked) WORK EXPERIENCE Freelance Operations & Automation Consultant 2023 – Present Remote (Various Clients) - Designed and implemented CRM and automation workflows for coaches, service businesses, and startups—recovering 10+ hours/month from manual admin - Built multi-step lead intake flows (HubSpot/Airtable + Zapier) with automated email follow-up, task creation, and qualification routing logic - Created internal case management systems in Airtable replacing scattered spreadsheets; built KPI dashboards in Looker Studio for founder reporting - Delivered training sessions and Loom walkthroughs enabling non-technical teams to adopt and maintain new systems independently Sales Operations & CRM Support (Project-Based- Various US-Based Small Businesses (Remote) - Configured HubSpot sales pipelines, deal stages, and custom fields to match real-world processes—improving reporting accuracy and follow-up consistency - Built Zapier/Make and Apps Script automations to log inbound leads, trigger follow-up notifications, and sync data between CRM and Google Sheets - Collaborated with founders to document workflows, identify manual bottlenecks, and implement low-code solutions—improving operational efficiency Operations & Dispatch Support- South Texas Medical Transportation (Remote) - Managed trip scheduling, route coordination, and driver-patient communication using dispatch tools and tracking systems—US business hours - Built and maintained operational tracking sheets for rides, billing, and exceptions—reducing errors and improving management visibility EDUCATION & CERTIFICATIONS B.Sc. Computer Science Education University of Nigeria Nsukka —Nigeria Certifications HubSpot CRM & Sales Hub Certified Sales Management Foundations — Sales Management Association + LinkedIn Learning