Freelancer profile translated to English.
Back to original languageAbout Barbara
B2B CRM & Marketing Automation Consultant | 6 years of experience
As a B2B CRM consultant, I help companies optimize their marketing stack to generate more qualified leads and improve their conversion rates.
My expertise ranges from configuring CRM tools (HubSpot, ActiveCampaign, PipeDrive, Customer.io...) to data structuring, implementing automation workflows, and optimizing team processes.
My expertise:
>> CRM tool configuration and optimization
>> Data management
>> Workflow automation (emailing, nurturing, scoring)
>> Team process optimization (pipeline management, CSM follow-up)
>> Performance tracking and continuous improvement
French
Native or bilingual
English
Fluent
Remote only
Primarily works remotely
Experience
- IndyFreelance CRM Manager: CRM Management, OptimizationSOFTWARE PUBLISHINGApril 2026 - Today (4 months)Lyon, FranceObjective:Ensure the operational running of the Customer.io CRM, optimize sequences, and improve the performance of CRM campaigns.1. CRM Management & Optimization
- Operational management of Customer.io.
- Audit and optimization of automated workflows and journeys.
- Creation of new automated sequences and broadcast campaign sends based on team needs.
2. CRM Marketing- Creation and management of the monthly newsletter.
- Performance tracking and campaign optimization.
- France ThermesHubSpot Optimization: Expertise in Training, Integration, and StrategyDecember 2025 - March 2026 (3 months)Objective: Support in mastering and optimizing HubSpot.1. Training & Coaching Workshops
- Fundamentals & Advanced: Interactive sessions to master the tool daily.
- Sales Processes: Configuration of pipelines, sequences, and email templates.
- Q&A Sessions: Technical support and resolution of specific issues.
2. Data Management & Import- Audit & Cleaning: Review, formatting, and securing of files before import.
- Implementation: Importing databases and creating custom use cases.
3. Tool Setup & Usage- Productivity: Complete configuration of meeting links and appointment booking tools.
- Optimization: Setting up views and properties for smooth sales tracking.
- Sense of WELLNESSHubSpot Migration and Implementation for Sense of WellnessPRESS AND MEDIAAugust 2025 - February 2026 (6 months)Lyon, FranceObjective: Migration and implementation of the HubSpot CRM for Sense of WellnessComprehensive support to structure the CRM, automate processes, and improve sales and marketing tracking.1. Scoping and Data
- Analysis of business needs and definition of customer and prospect journeys
- Cleaning and structuring of existing databases.
- Definition of the HubSpot data model (properties, relationships, pipelines, segmentation).
2. HubSpot Configuration- Complete account setup: custom properties, pipelines, dashboards.
- Import of migrated files and data organization.
- Connection of Gravity forms.
3. Workshops and Training- Business workshops to define use cases and internal processes.
- Team training to ensure adoption and autonomy on HubSpot.
4. Automation and Segmentation- Implementation of workflows to automate tasks and follow-ups.
- Automatic segmentation of contacts and companies to optimize targeting.
- Tracking and reporting to improve conversion and marketing performance.
Reviews
Edouard
Indemniflight
Reviewed on 2/11/2025
Barbara did an excellent job setting up the customer conversion funnel on Brevo. She quickly integrated with the teams and collaborated effectively with various stakeholders. Her structured approach and understanding of the challenges allowed for process optimization while ensuring smooth implementation. Thank you for her professionalism and commitment!
Recommendations
MC
+2
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Education
- Bachelor of Business AdministrationRider University2015Bachelor of Business Administration (BBA), Marketing - International business
- Bachelor of Business AdministrationCEFAM2013Bachelor of Business Administration (BBA), Marketing / International Business