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Harold V. — Junior Zoho CRM Specialist from Philippines

Harold V.

Junior Zoho CRM Specialist

Philippines Less than 1 year
Open to offersNew to Platform
Languages
English
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Portfolios

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About

Harold J. is a seasoned Zoho CRM specialist with extensive expertise in CRM configuration and workflow automation to support sales operations. He has over a year of hands-on experience in building custom modules, validation rules, and lead management workflows that enhance data accuracy and increase conversion rates while cutting down on manual processes. Harold's track record includes improving CRM processing times by 35% at AssistFlex, where he crafted over 25 workflow automations and multiple dashboards to monitor pipeline health. His background also spans medical and legal document quality assurance and data migration, where he consistently enforced SOP adherence without compromising data privacy. With global remote collaboration experience across the US, UK, and AU time zones, Harold combines his CRM skills with process standardization and reporting, contributing significantly to operational efficiency. He holds certifications in Zoho CRM alongside qualifications in product and project management, further solidifying his proficiency in transforming CRM systems.

Experience

  • Zoho CRM Configuration & Automation Support

    AssistFlex · 2026 — Present
    Configured Zoho CRM to enhance sales operations by creating 12+ custom modules and 20+ page layouts, along with 15+ validation rules to improve data accuracy. Designed lead management workflows that included qualification and assignment stages, utilizing automated follow-up sequences to reduce manual touchpoints. Built over 25 workflow automations for tasks such as email notifications and field updates, while also creating 10+ dashboards to track pipeline health.
  • Medical Audio Transcriptionist

    AssistFlex · 2025 — 2026
    Transcribed more than 8 hours of medical audio daily into HIPAA-compliant documentation with 98%+ accuracy. Audited over 200 transcription outputs to ensure confidentiality and reduced rework cycles by implementing targeted error tagging. Led a 10-person data augmentation team to enforce SOP adherence in medical and legal workflows.
  • AI Model Training Project

    AssistFlex · 2025 — 2026
    Managed a team of over 10 document data augmenters to enforce SOPs across medical and legal workflows, maintaining a 98%+ adherence rate. Developed more than 25 workflow SOPs and onboarding documentation, which decreased onboarding time significantly and cut missed QA steps. Audited over 1,000 documents monthly to ensure compliance accuracy.
  • Leads Data Migration

    Safari Institute · 2026 — 2026
    Migrated lead data between CRM systems by cleaning CSV files, eliminating duplicates, and validating data accuracy to ensure correct deployment.