Hi, I’m Joeniel!

HubSpot • Salesforce • Marketo • Marketing Automation

I work on CRM systems, automation workflows, and reporting structures that help teams improve data quality, lifecycle visibility, and marketing-to-sales alignment.

RevOps, to me, is about making CRM systems usable, consistent, and reliable so teams can make better decisions from clean data and clear workflows.

I’ve worked across CRM migrations, workflow design, reporting improvements, and automation systems in B2B environments.

Work Outcomes

• Improved CRM workflow structure and lifecycle consistency across HubSpot environments.
• Supported CRM migration readiness across Salesforce, Pardot, and Marketo systems.
• Built reporting structures that improved visibility into pipeline and activity data.
• Designed automation and segmentation logic for lifecycle and campaign workflows.
• Helped standardize CRM usage across teams through workflow and governance rules.

HubSpot CRM & Workflow Design

• Designed workflow structures for pipeline stages, lifecycle progression, and validation logic in HubSpot.
• Built conditional workflows and sandbox-tested automation before deployment.
• Defined rules around pipeline movement, task ownership, and lifecycle progression.
• Created the Future Projects workflow to improve qualification and reduce premature deal progression.
• Built dashboards to improve visibility into pipeline activity and workload tracking.
• Workflow & Pipeline Design Samples

Data & Reporting Systems

• Consolidated activity and engagement data to improve reporting consistency across CRM records.
• Rebuilt reporting views to support historical visibility (12-month, 30-day, and forward-looking activity tracking).