Jeanneliza

Sales Operations & CRM Specialist | Funnels, Automation & Lead Management

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Overview

Looking for full-time work (8 hours/day)

at $5.81/hour ($1,120.00/month)

Bachelors degree

Last Active

July 1st, 2026 (5 days ago)

Member Since

October 16th, 2018

Profile Description

Most business owners don't need another VA.

They need someone who can help them organize their sales process, improve follow-up, and build systems that keep opportunities get lost because nobody owns the process.

With 8+ years of experience supporting sales operations and client servicing in the insurance and financial services industry, I understand how leads move through the sales cycle—and where revenue is often lost.

Today, I help health coaches and financial services professionals streamline their operations through CRM management, funnel building, automation, and process improvement.

My focus is simple:

• Improve lead visibility
• Strengthen follow-up processes
• Optimize CRM usage
• Automate repetitive tasks
• Create a smoother customer journey from lead to sale

Areas I support:

Sales Operations & CRM Management

* CRM setup, optimization, and maintenance
* Pipeline management
* Lead tracking and segmentation
* Data quality and reporting
* Process documentation and SOP creation

Workflow & Automation

* Lead routing and follow-up automation
* Client on-boarding systems
* Task and project workflow design
* Operational process improvement

Funnels & Revenue Systems

* Landing pages and sales funnels
* Lead capture systems
* Email nurture sequences
* Appointment booking workflows
* Customer journey optimization

Tools & Platforms I used

CRM:
Microsoft Dynamics 365 Sales, HubSpot, GoHighLevel, Pancake CRM

Funnels & Marketing:
---------- , Funnelish, Podia

Operations:
Notion, Trello, Google Workspace, Outlook, Slack, Calendly

Design:
Figma, Canva, CapCut

Portfolio:
---------- nva.site/myportfolio

I work best with businesses that value systems, process improvement, and long-term operational efficiency.

If you're looking for someone to simply complete tasks, I'm probably not the right fit.

If you're looking for someone who can help organize, optimize, and support the systems that drive your sales process, feel free to reach out.

Top Skills

Marketing » CRM » Microsoft Dynamics 365

Experience: 5 - 10 years

Experienced in utilizing MS Dynamics 365 to generate monthly executive summaries and performance analytics for branch leadership. I manage complex customer databases with a strong focus on data integrity and strict compliance with data privacy standards for confidential information. Additionally, I manage daily pipeline organization by consistently tracking and tagging lead activities to ensure accurate, up-to-date system workflows.

Marketing » Marketing Automation

Experience: 1 - 2 years

I take care of the heavy lifting in your business by building high-converting landing pages, launching effective email campaigns, and setting up seamless CRM automation. Whether you’re launching a lead-generation funnel or automating your client on-boarding, I design systems that save time, nurture leads, and keep your operations running effortless.

Customer Support » Sales Support » Account Retention

Experience: 5 - 10 years

Other Skills

Design » Graphic Design » Canva

Experience: 5 - 10 years

I create visually compelling designs using Canva to support branding, marketing, and client engagement. My experience includes building lead magnet funnels and branded templates for coaches and entrepreneurs, ensuring every design aligns with their voice and business goals.

Marketing » GoHighLevel

Experience: 6 months - 1 year

Office and Administration » Executive Assistance

Experience: 5 - 10 years

Basic Information

Age: 39

Gender: Female

Website: Sign Up with Pro Account to View

Address: Quezon City, Metro Manila

Tests Taken: IQ
Score: 120: DISC
Dominance: 36%
Influence: 7%
Steadiness: 38%
Compliance: 18%: English
C1(Advanced)