Freelancer profile translated to English.

Description

Less manual tasks, more efficiency

I support SMEs and operational teams in setting up and optimizing their CRM on Monday.com, with an approach focused on structuring, processes, and actual team usage.

My role is to transform complex or time-consuming processes into simple, clear, and efficient systems, in order to improve organization, data reliability, and activity monitoring.

I focus on structuring and optimizing CRMs, particularly on Monday.com, by combining:

– commercial pipeline and workflow organization

– data centralization and validation

– setup of monitoring dashboards

– practical and useful automations to reduce manual tasks

The implemented automations include:

– automatic email sending

– follow-ups and reminders

– notifications and status changes

– workflows adapted to the teams' actual operations

Each project is custom-designed to integrate with the existing organization, improve operational visibility, and allow teams to focus on high-value tasks rather than administrative work.

The objective is simple: a structured CRM, relevantly automated, and actually used daily.

Industry field of expertise

Languages

French
Native or bilingual
English
Fluent

Workplace preferences

Remote only

Primarily works remotely

Escaet
CRM OPS - CRM Specialist - Customer Experience Manager
EDUCATION AND E-LEARNING
January 2023 - Today (3 years and 7 months)
Aix-en-Provence, France
ESCAET – School of Tourism Management

Writing, structuring, and managing functional specifications for the sales department and cross-functional projects (CRM, tracking tools, sales processes).

Analysis of business needs and translation into operational processes within CRM tools.

Configuration and optimization of the Monday.com CRM: sales pipelines, statuses, forms, automations, and management rules.

Coordination and support of sales and administrative teams in the implementation and adoption of tools.

Functional acceptance, testing, and validation of CRM deliverables and associated sales tools.

Annual update of automation workflows and sales processes based on business evolution.

Updating and optimizing sales monitoring dashboards (leads, conversions, performance, reporting).

Contribution to the continuous improvement of sales processes and CRM data reliability.

Skills Used

CRM & Sales Ops

Monday.com (advanced level)

CRM Structuring

Sales Pipelines

Automations

Dashboards & KPIs

Forms & Custom Views

Writing Functional Specifications

Functional Acceptance & Quality Control

Sales Process Optimization

Cross-functional Coordination & User Support
Monday Customer Experience KPI Sales Strategy Automation
Versailles Beauté
Executive Assistant
HEALTH AND WELLNESS
October 2022 - January 2023 (3 months)
Paris, France
Executive Assistant – Short-term assignment
Assignment as an executive assistant over several months, including administrative management, agenda and meeting organization, file tracking, and coordination with internal and external stakeholders. Direct support to management in optimizing organization and process fluidity, with a high level of rigor, autonomy, and confidentiality.
Process Optimization Administrative and Commercial Management Quote and Invoice Entry Sense of Organization Production Monitoring
Ceres distribution
Salesperson / Import-Export Assistant
AGRICULTURE
February 2018 - October 2022 (4 years and 8 months)
La Roque-d'Anthéron, France
Role of salesperson and import/export assistant, including sales management and development, commercial, administrative, and logistical processing of orders, as well as negotiation and purchasing from suppliers. Responsible for developing the import sector at the Rungis site, with flow coordination, supply monitoring, and sales process optimization. Interface between internal teams, suppliers, and logistics partners, in a demanding and results-oriented environment.
Sales Strategy Secretarial Administrative Management Logistics Invoicing