Katherine S.

Hello! I'm Katie, an Aerospace Engineer turned CRM and Business Technology Specialist. With a strong engineering background, I approach problems and projects with a highly analytical mindset. My unique blend of technical expertise and business acumen allows me to offer innovative solutions and streamline operations effectively. Here's a strong profile description for you: I build and optimize revenue operations infrastructure for B2B companies that are serious about how their systems work. My work lives at the intersection of strategy and execution. I do not just configure tools and hand them off. I understand the business first, then build CRM architecture, automation workflows, and data structures that reflect how the team actually operates and what they need to grow. Most of my clients come to me when their HubSpot portal has become a mess of unconstructed pipelines, broken automations, and contact databases nobody trusts, or when they are starting from scratch and want to do it right the first time. I have built full HubSpot environments across B2B services, SaaS, and agency models, and I work regularly across the broader RevOps stack including Salesforce, Apollo, Zapier, and dialer and integration tools. What I focus on: HubSpot CRM and Marketing Hub builds, audits, and restructures. Pipeline architecture and lifecycle stage design. Workflow and automation logic. Contact and list architecture, segmentation, and deliverability. CRM migrations and data imports from platforms including Salesforce, Pipedrive, and Constant Contact. Apollo configuration and outbound sequence setup. Zapier and third-party tool integrations. Reporting and dashboard builds. Training and documentation so teams can own what gets built. I work independently, communicate clearly, and deliver documented work. If you need someone who can read a brief and execute without friction, or who can sit alongside you and help think through the right structure before a single field gets built, I am comfortable doing both. Skills: •Hubspot and GHL set up and optimization • Technology Specialist • Workflow Optimization • Automation • API Integration • Client Communication • Project Management • Technical Support