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Bryant V. — Mid-Level CRM and Workflow Automation Specialist from Nicaragua

Bryant V.

Mid-Level CRM and Workflow Automation Specialist

Nicaragua 3-6 years
Open to offersNew to Platform
Languages
EnglishSpanish
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About

Bryant V. is a customer-focused professional from Managua, Nicaragua, with over four years of experience in customer support, technical troubleshooting, and workflow optimization. As a seasoned professional in legal operations, Bryant is skilled in CRM Administration using GoHighLevel, where he excels at automating pipelines and integrating SaaS tools to boost operational efficiency. He has significant hands-on experience managing medical records with the Filevine platform, performing both user and admin roles. His technical expertise extends to executing API integrations and troubleshooting, leveraging tools like Zapier, AppScript, and Twilio. He is certified by Google in Technical Support Fundamentals and is pursuing a Google Data Analytics Professional Certificate to enhance his analytical skills. Bryant effectively operates in fast-paced, remote environments, showcasing bilingual proficiency in English and Spanish, further supported by his certificate achievements in data analytics and technical support fundamentals.

Experience

  • Medical Records Administrator & Workflow Automation Specialist

    Quill & Arrow Personal Injury Law Firm · 2025 — Present
    Oversee the entire medical records retrieval process, coordinating with providers, insurance companies, and legal teams while managing case-related tasks. Administer Filevine at both user and admin levels, including configuring custom fields and managing user roles. Built an AppScript automation to send status report emails to attorneys, ensuring visibility into outstanding records requests. Developed a tracker for medical records that monitors request stages, flags delays, and supports workflow preparation. Utilize Filevine’s tools to generate audit-ready data exports and automate document preparation. Provide support for Filevine, addressing configuration and generation errors for team members.

  • CRM Administrator

    Sapochnick Law Offices · 2024 — Present
    Enhance the GoHighLevel CRM by setting up automation workflows related to lead management and follow-up sequences, reducing the need for manual tasks. Implement API-based integrations to ensure data consistency across the CRM and third-party applications. Integrate lead capture tools with GoHighLevel via Zapier for real-time data processing. Develop custom dashboards and reports in GoHighLevel to monitor performance metrics and inform decision-making. Offer technical support and training, creating standard operating procedures to enhance CRM usage among team members.

  • Intake Specialist

    Sapochnick Law Offices · 2024 — Present
    Handle initial client inquiries and assess potential immigration cases. Collect and organize client information to assist in attorney consultations. Ensure accurate record-keeping in the firm’s CRM system while scheduling appointments.

  • Fraud and Dispute Investigator

    Remitly · 2023 — 2024
    Ensure compliance with policies while addressing chargeback claims from partner banks. Prepare comprehensive documents for representment, achieving a successful funds recovery rate. Review and resolve escalated fraud issues, contributing to a reduction in fraud incidents. Conduct thorough investigations into fraud cases to identify patterns and implement preventive strategies.

  • Risk Investigator

    Remitly · 2022 — 2023
    Gather and evaluate documentation for KYC and compliance measures, enhancing customer trust and reducing risk behavior. Perform risk assessments and holistic profile reviews while implementing AML processes to prevent money mule activities.

  • Customer Support Associate

    Inspiro · 2021 — 2022
    Deliver ticket-based support by efficiently resolving customer issues.

  • Customer Service Representative / Team Lead

    Ibex · 2020 — 2021
    Manage orders, accounts, and payments while providing quality service using Amazon CRM. Advanced to Team Lead Adhoc within six months, developing administrative and ticketing system skills.

Skills & Expertise

Craigslist ExpertBiotechnology

Education

  • B.Sc. Systems Engineering
    Universidad Nacional de Ingeniería (UNI) · 2023 — Present

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