Freelancer profile translated to English.
Back to original languageAbout Titouan
I help funds (PE and VC) and investment banks optimize their CRM to free up time for their teams 📈
👉 The problems you are facing:
- The team complains about the difficulty of use, and therefore some information is not entered
- You quickly need a functional CRM that integrates your constraints
- You can never find the right data, lack visibility into what your teams are doing
- You lack information on a current deal or transaction, documents are scattered everywhere and everyone works in their own way
🤔 Why is a good CRM important?
Today, 76% of funds or investment banks have optimization projects that cannot be completed due to lack of time. Optimization projects, however essential to remain competitive, often involve an operational load that is too high for the teams. The result is a delay that benefits the competition.
✅ My services
- Audit of your needs
- Custom structuring of your CRM
- Custom onboarding
- Training and best practices
- Importation of all your contacts into your new CRM
- Connection of your CRM with your third-party tools (phone systems, quotes, website...)
- Support according to your needs.
📈 Example of client achievements
- Define sales pipelines and processes
- Email sequences
- Appointment scheduling
- Contact enrichment (emails, phone numbers)
- Dashboards, KPI tracking
- Automation of sales processes via workflows
- Feedback surveys
- Creation of a knowledge base
French
Native or bilingual
English
Native or bilingual
Can work on-site
Paris (up to 50km)
Experience
- FundoraSales Ops - Hubspot ImplementationPRIVATE EQUITYDecember 2024 - February 2025 (2 months)Migration from Airtable to Hubspot in a rapid growth context:*Auditof needs*Process mappingto identify friction points for Sales teams*Cleaningandmigrationof historical data from Airtable
- Hubspot Implementation: creation ofPipelines+Dashboards
- Hubspot Mobile Implementation
- Setup of acold calling system(VOIP)
- Connection toBrevo(two-way sync) for sending email sequences
- Training teams on Hubspot usage
- Luphy.ioCo-FounderJanuary 2024 - Today (2 years and 5 months)Paris, FranceTool to make VCs 10x more efficient by freeing them from time-consuming tasks like managing their deal flow and collecting data for the Investment Memorandum.
- Caption.marketHead of Investor RelationshipPRIVATE EQUITYJune 2023 - January 2024 (7 months)Paris, France➤ Leading the Investor Relationship Team➤ HNWI Portfolio: Growing our portfolio from 80 to +600 clients; collecting +10M€ in 2023.➤ Investors: From 20k to +50k➤ Sales Strategy for financial products (primary and secondary transactions for non-tradable start-up shares)➤ Creation of Primary Transactions: 8 deals within the first year
Recommendations
These freelancer profiles also match your criteria
Agatha Frydrych
Backend Java Software Engineer
4.7
(3)
2
Baptiste Duhen
Fullstack developer
4.6
(4)
5
Amed Hamou
Senior Lead Developer
4
(2)
7
Audrey Champion
Web developer
4.3
(3)
4
Education
- Law DegreeUniversité Grenoble Alpes2018Licence de Droit avec Spécialisation en Droit des Affaires
- Master Degree in Finance: Corporate FinanceKEDGE Business School2021Master en Finance avec spécialisation en Finance d'Entreprise. Obtenu avec Mention.
Certifications
- Hubspot | Content Marketing CertificationHubspot Academy2021
- Hubspot | Sales CertificationHubspot Academy2022