Camilo M.

Camilo brought 6+ years of experience across sales and sales operations, including approximately 4 years in revenue-related functions. He worked with US and Canadian clients, primarily in B2B SaaS, covering sales process management, prospecting, pipeline management, CRM administration, reporting, forecasting, sales engagement, and post-sales retention. His SaaS background included Nemo Group, where he supported custom software solutions for US and Canadian clients, and LL, where he worked with Salesforce and AWS solutions. HubSpot served as his primary day-to-day tool, with hands-on experience creating and managing pipelines, defining stages, managing lifecycle processes, building workflows and automations, setting up campaigns, tracking communications, and maintaining CRM data accuracy. He also created Power BI dashboards and reports for pipeline and KPI tracking, managed sales engagement through Apollo, supported a team of four Account Executives, and handled commission tracking, invoicing, and other sales operations processes.

Managed sales pipelines in HubSpot, including pipeline creation, stage definition, lifecycle management, and funnel tracking. Maintained CRM data accuracy through weekly audits and ongoing data hygiene activities. Created and managed HubSpot workflows, automations, campaigns, notifications, and sales engagement processes. Created Power BI dashboards and reports to track pipeline performance, KPIs, and sales metrics. Developed prospecting strategies for different client segments through email, chat, and other sales engagement channels. Used Apollo to support sales engagement and identify new sales opportunities. Supported and monitored sales activities for a team of four Account Executives. Managed commission processing and tracking through Harvest for individual sales representatives. Supported post-sales activities and customer retention processes. Handled invoicing and expense-related activities as part of sales operations. Used Zapier and other automation tools to support workflows and improve process efficiency.

Brings hands-on experience across Salesforce, HubSpot, Power BI, Tableau, Google Workspace and Workforce. Also works across:

• •CRM Management
• •Pipeline Management
• •B2B Account Management
• •Sales Operations
• •Sales Forecasting
• •KPI Reporting
• •US Market Client Management
• •Cross-Functional Coordination
• •Contract Renewals
• •Client Retention
• •Proposal Preparation
• •Sales Development (SDR)
• •Logistics Coordination
• •Process Improvement
• •Revenue Forecasting
• •Sales Operations
• •Sales process and pipeline management
• •Sales prospecting and sales engagement
• •Lead-to-cash process management
• •Sales funnel tracking and forecasting
• •CRM administration and data management
• •CRM data hygiene and accuracy
• •HubSpot pipeline creation and stage management
• •HubSpot lifecycle management
• •HubSpot workflows
• •automations
• •campaigns
• •KPI and sales performance tracking
• •Reporting and dashboard creation
• •Post-sales and customer retention
• •Commission processing and tracking
• •Invoice and expense management
• •Internal and external stakeholder coordination
• •B2B SaaS
• •US and Canadian markets
• •HubSpot
• •Salesforce
• •Power BI
• •Harvest
• •Apollo
• •LinkedIn Sales Navigator
• •Monday.com
• •Asana
• •Zapier
• •Make / n8n
• •ChatGPT
• •Claude
• •Gemini
• •Microsoft Copilot