Charlie Crowell

CRM & Revenue Operations Specialist

Summary

Revenue Operations specialist adept at leveraging CRM platforms, automation, and AI to drive measurable business results. Expertise in transforming complex processes into streamlined, scalable workflows using HubSpot, Salesforce, and integrated automation tools (iPaaS). Skilled communicator who effectively bridges technical and non-technical teams through strategic enablement, clear documentation, and targeted training. Recognized for improving operational efficiency, enhancing customer experiences, and consistently delivering data-driven solutions aligned with organizational goals.

Skills

RevOps

Lifecycle Mapping, GTM Strategy, Tech Stack, Pipeline Management, Account Expansion, Performance Reporting

CRM

HubSpot, Salesforce, CRM Administration, Customization, Implementation, Optimization, Data Hygiene

Customer Success

Onboarding, Enablement, Feature Activation, Software Migration, Churn Prevention

Sales

Complex Sales Support, Lead Qualification, Contract Negotiation, Deal Structuring, Outreach Sequences, SaaS Demos

Documentation

User Guides, Knowledgebase Articles, Video Tutorials, Self-Service Resources, Live Training, SOPs

Automation

iPaaS Tools, Trigger Design, Filtering Logic, Error Handling, Cross-System Syncing

AI

Multi-Agent Workflows, AI-Driven Data Enrichment, LLM QA & Evaluation, Internal AI Tooling, Vector Database Implementation

Data

PostgreSQL, Data Modeling, Data Validation, Row-Level Security (RLS), Role-based Access Control (RBAC), CRUD, Excel

Programming

REST APIs, JSON, GitHub, JavaScript (Foundational), Python (Foundational), Next.js, HTML/CSS

Experience

CRM & Business Operations Specialist

Association of Professional Builders (Startup)Apr 2024 - Jan 2025

Automated CRM error handling and implemented data integrity workflows to improve campaign and pipeline reliability.
Conducted company-wide SOP audits to surface enablement needs and address KPI underperformance across teams.
Optimized AI agent performance, achieving a 78% live chat resolution rate on first response.
Improved AI-driven filtering and enrichment of scraped lead data from 71% to 97% by restructuring process.
Authored internal and user-facing guides post-product launch (web app) to support onboarding and adoption.
Served as HubSpot administrator across Sales, Service, and Marketing hubs—customizing workflows, optimizing usage, and training internal users.

Sales & Delivery Operations Specialist

Glow Labs (Independent Practice)Jun 2023 - Apr 2024

Boosted first purchase revenue by 150% and CLTV by 350% by redesigning pricing strategy and automating follow-up.
Systematized a 12-week coaching delivery process, reducing non-billable time by 50%.
Automated lead follow-up sequences, improving sign-up rate by 70%.
Deployed an event-triggered review capture system, increasing 5-star reviews by 500%.

Go-to-Market Operations Lead

Wave Nine (Workboard Partner) (Startup)Jan 2022 - Apr 2023

Led go-to-market launch for a new strategy consulting do-it-yourself OKR training, increasing annual revenue by 20%.
Tripled meetings booked within first quarter by streamlining speed-to-lead processes.
Collaborated with CEO and MD to achieve highest close rate and revenue quarter in company history.
Enhanced lead qualification and coaching, cutting late-stage closed-lost deals by 50%.
Built executive dashboard to replace daily 60-minute pipeline meeting.

Professional Projects

Product Manager / Solo Developer

Evrywher (Content Automation Platform)Jan 2024 - Present

Designed and built a full-stack web app using Cursor, Next.js, Supabase, and AI workflows (make.com & n8n).
Sequential human-in-the-loop AI workflows write SEO-optimized blog content and repurpose content for social media.
Intuitive UI for dynamic prompt templating, enabling non-technical users to generate brand-aligned, SEO-optimized content using moderated AI workflows.

Education

University of Connecticut

Bachelor of Arts in Psychology

Certifications

Salesforce Administrator
HubSpot Sales, Marketing, Service
Professional Scrum Master (PSM)

Interested in working together?

Feel free to reach out to discuss how we can collaborate.

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