Hire the Best Agile CRM Specialists

Growing SaaS teams often struggle with follow-up, customer coordination, onboarding, and keeping opportunities moving through the pipeline. I help bring structure to those processes by supporting client relationships, lead management, customer communication, and growth coordination. My background combines business development, account management, customer relationships, and growth support. I have contributed to market expansion initiatives, strategic opportunities, and long-term client development in B2B environments. Spanish is my native language, and I work comfortably in English for written communication, documentation, and coordination. I bring a relationship-driven approach focused on strategic follow-up, customer experience, and organized growth support. I also use AI-assisted workflows for productivity, research support, marketing ideation, content assistance, and process efficiency. Areas where I can support your team: • Lead qualification and opportunity follow-up • CRM management and pipeline visibility • Customer communication and onboarding coordination • Client relationship management and account support • Demo coordination and follow-up processes • Customer experience and growth support • Documentation review and process organization • Sales coordination for SaaS and client-focused teams • Email and WhatsApp communication • AI-assisted productivity and marketing support Strengths: Strategic follow-up • Relationship building • Client coordination • Growth support

I’m a Project Manager and Customer Success professional who helps growing businesses streamline operations, onboard clients smoothly, and deliver exceptional customer experiences. With 10+ years of experience across SaaS, digital services, and client-facing operations, I specialize in turning complex workflows into organized, scalable systems. I’ve led cross-functional teams, managed enterprise and mid-market client portfolios, built onboarding and implementation processes, and created internal playbooks that improve efficiency, retention, and communication. I thrive in roles where I bridge the gap between clients, internal teams, and technology, ensuring projects stay on track, clients feel supported, and systems run smoothly. What I do best: • Project and implementation management for SaaS and service-based businesses • Client onboarding and customer success strategy • Workflow and process optimization • CRM and system setup (HubSpot, ClickUp, Asana, Notion) • Internal documentation, SOPs, and knowledge base creation • Executive and client-facing communication • Administrative and operations support Let’s build better systems, smoother projects, and happier clients together.

Project Manager with 5+ years of experience delivering high-impact digital projects using Agile, Scrum, and hybrid methodologies. I help businesses streamline operations, align teams, and deliver projects on time—while ensuring their SaaS products, payment systems, and user environments run reliably. I bring a hybrid skill set across project management and technical support—managing end-to-end delivery while troubleshooting issues, supporting users, and improving system performance. What I Deliver ✔ End-to-end project ownership (planning → execution → delivery) ✔ Agile project management (sprints, backlog, iterative delivery) ✔ Requirement gathering & clear functional documentation ✔ Timelines, resource planning & accurate estimation ✔ Cross-functional team coordination (design, development, marketing) ✔ QA coordination & smooth product releases ✔ SaaS product support (troubleshooting, issue resolution, user support) ✔ Payment gateway support (Adyen) – transactions, failures, reconciliation, Terminal set up ✔ Remote system access support (secure troubleshooting, configuration, user issue resolution) ✔ Client onboarding, success management & retention ✔ Marketing operations & automation (Hubsport, GoHighLevel, email workflows, reporting) Tools & Platforms Project Management: Asana • Jira • Trello • ClickUp • Monday • Notion Communication: Slack • Zoom • Google Workspace Web & CMS: WordPress • Shopify • Drupal Marketing & Analytics: Google Analytics • Search Console • HubSpot • GoHighLevel Results You Can Expect ✔ Faster delivery through structured workflows ✔ Clear communication across teams and stakeholders ✔ Reduced technical issues and faster resolution times ✔ Reliable payment processing & system stability ✔ Improved client onboarding and user experience Why Clients Work With Me ✔ Strong blend of project management + technical support expertise ✔ Hands-on experience with SaaS platforms, payments & remote support ✔ Master’s in Business & Information Technology ✔ Proactive, organized, and solution-focused ✔ Consistent 5-star feedback and long-term collaborations When I join your project, I take full ownership—from planning to post-launch support—ensuring everything runs smoothly, issues are resolved quickly, and your systems (including payments and user environments) operate without disruption.

“Udit has been of great help when we needed additional capacity in our agile team. He did an excellent job managing daily dev tasks and handling JIRA administration.” “It was a beautiful collaboration. Udit is efficient, responsible, and proactive. He communicates well, delivers on time, and even tests quality independently. I highly recommend working with him.” — Riccardo Fedeli, CEO, OFarm “One of the best finds on Upwork! Highly recommended.” — Pouya Nafisi, CEO, Omnicom Why hire me? I bring deep experience across project, product, and QA management, making me the go-to person when you need someone who can plan, lead, troubleshoot, and execute with minimal oversight. I’ve managed cross-functional teams, multiple projects simultaneously, and complex client communications, all while maintaining quality and deadlines. Project Management Expertise: 1. Managing multiple agile teams 2. Sprint planning, scope, estimation, and retros 3. Hands-on JIRA, Trello, Redmine, ClickUp, Asana 4. Client onboarding, standups, and delivery reviews 5. Risk mitigation and schedule optimization 6. Full project lifecycle: kickoff to launch 7. QA and UAT coordination 8. Agile, Scrum, and Kanban execution Industries Worked In: 1. HealthTech 2. E-Commerce 3. HR and Payroll 4. SaaS Platforms 5. Finance and BI 6. Mobile Apps and B2B Portals Skills Snapshot: * Project & Product Management * QA (Mobile, Web, Desktop) * Business Analysis * Documentation: SRS, FRS, BRD, User Manuals * Team Leadership * Client Communication * Virtual/Executive Assistance * Agile/Scrum Facilitation * System Configuration & Support 𝐏𝐫𝐨𝐣𝐞𝐜𝐭 𝐃𝐞𝐥𝐢𝐯𝐞𝐫𝐲 𝐀𝐩𝐩𝐫𝐨𝐚𝐜𝐡𝐞𝐬: As a versatile project leader, I blend agile (scrum/kanban) with structured frameworks like PMBOK to drive success. As a scrum master, I break down epics into actionable user stories, facilitating sprint planning with MoSCoW prioritization and SMART goals to maximize value delivery. In product owner roles, I apply PDCA cycles for continuous improvement while maintaining prioritized backlogs grounded in clear use cases. My business analyst approach combines RACI matrices for stakeholder clarity with detailed user story mapping and use case analysis for requirement precision. I am also experienced in Saas analytics, LMS systems, mental health, and educational tech domains, applying Klaviyo, Google Analytics, and CRM platforms like Salesforce and Monday CRM to deliver actionable insights. 𝐓𝐨𝐨𝐥𝐬 𝐈’𝐦 𝐜𝐨𝐦𝐟𝐨𝐫𝐭𝐚𝐛𝐥𝐞 𝐰𝐢𝐭𝐡: Confluence | Jira | Asana | ClickUp | Monday.com | Microsoft Project | Trello | Teams | Figma | Wireframes | Pencil tool | Notion | Adobe Photoshop | Balsamiq | Lucidchart | PowerPoint | Miro | Visio | Draw.io | Smartsheet | Slack | Google Workspace | Tableau | Power BI | Looker | SQL | Automation tools | SEO Tools Relevant Keywords: Senior Software Project Manager, Business Analyst, Product Owner, QA Engineer, Agile PM, Scrum Master, SaaS Project Manager, Jira Expert, Automation Expert, Documentation Specialist, Remote Team Lead. Let's bring your project to life! With my expertise in agile, scrum, and waterfall methodologies combined with precise business analysis skills, I'll ensure your project is delivered on time, within budget, and to your exact specifications. From initial planning to final execution, I will be your partner in turning vision into reality. Let's discuss how we can achieve outstanding results together. I'm ready to start immediately and make your project my top priority!

Project Manager and Operations professional with over 8 years of experience helping fast-paced startups and established US companies thrive in the ever-evolving landscape of software development, recruitment, and business operations. What I Do Best: I specialize in bringing cross-functional teams together, streamlining workflows, and managing projects from start to finish. My mission? To boost operational efficiency through smart systems, organization, and cutting-edge AI tools. Here’s What I Bring to the Table: ✔ Project Management ✔ Operations Coordination ✔ Recruitment Operations ✔ AI Workflow Integration ✔ Team Coordination ✔ Process Optimization ✔ SOP & Documentation Systems ✔ Remote Team Management ✔ Client & Stakeholder Communication I’ve had the pleasure of collaborating with startups and growing companies in various industries, including technology, healthcare, recruiting, marketing, skincare, and e-commerce. Key Achievements: • Managed cross-functional remote teams across multiple business units and active projects. • Coordinated software development and operational initiatives from planning through execution. • Reduced recruiting lead time by 50% through workflow optimization and ATS improvements. • Managed recruiting operations supporting 4,000+ candidate records. • Built SOPs, workflows, and operational systems to improve execution quality and team accountability. • Supported a customer-facing event generating approximately $2.9K in sales within 2 hours. • Contributed to generating over $3.5M USD in recruiting-related revenue. Tools & Platforms I Love: I’m well-versed in Asana, ClickUp, Jira, Notion, Slack, Google Workspace, Shopify, Sage, Zoho, Canva, LinkedIn, MailChimp, Claude, Monica and other AI productivity and workflow automation tools. I’m all about helping businesses stay organized, scalable, and focused on execution while enhancing operational visibility and team efficiency. Let’s connect and make great things happen together!

I am a Senior Software Engineer with 8+ years of experience building scalable web, mobile, desktop, and backend applications. My background includes FinTech platforms, trading systems, payment gateway integrations, CRM systems, workflow automation, and enterprise software development. I help businesses automate processes, integrate platforms, and build reliable software solutions that improve operational efficiency and customer management. Core Expertise: • CRM Automation & Integration • Zoho CRM • HubSpot CRM • GoHighLevel (GHL) • Make-com Automation • API Integrations • Webhooks & OAuth • Business Process Automation • .NET / ASP.NET Core • C# • NestJS • React • Next.js • Angular • PHP / Laravel • Flutter, SwiftUI • React Native • Artificial Intelligence • Docker • RabbitMQ • Redis • MongoDB • AWS Recent Projects: • Forex Copy Trading Platform • FinTech Investment Systems • Electronic Invoicing Systems • CRM & Administrative Platforms • Payment Gateway Integrations • Mobile Banking & QR Payment Applications • Real-Time Messaging Systems I can help with: • CRM setup and customization • Lead and sales pipeline automation • Workflow automation • API integrations between business systems • Payment gateway integrations • Backend development • Web and mobile application development • Software architecture and technical consulting I focus on building scalable, maintainable, and business-driven solutions while providing clear communication and reliable project delivery.