Sofie C.

I build marketing and revenue systems that work. When your marketing and revenue systems need an upgrade — or senior oversight as they grow — I assess what should change, design a practical solution and coordinate implementation across teams and specialists. This may involve CRM, automation, data, reporting, integrations or the processes connecting them. I can help with: • Marketing and revenue systems and process analysis • CRM structure, cleanup and automation • Data quality, lifecycle processes and reliable reporting • Tool selection, integrations and workflow design • Cross-functional implementation and project ownership • Ongoing senior Marketing and Revenue Operations support • Translating business needs into technical requirements My best-fit clients are growing B2B technology companies — especially clean tech, climate tech and other technical or mission-led businesses — whose early tools and informal processes no longer scale. I bring 15+ years of experience across marketing consulting, business analysis, software engineering and complex project management. My experience includes helping a fast-growing global technology company align its marketing and sales systems with growth, improving CRM data and reporting, coordinating international cross-functional initiatives, and managing implementation across internal teams and external specialists. I have practical experience with HubSpot and understand how its CRM, marketing, sales, automation and reporting functions work together. My HubSpot work has included adapting the platform to business processes, defining lead scoring, improving data and reporting, and working with integrations between HubSpot, Salesforce, Unbounce and websites. I have also worked with Salesforce, Keap, Google Analytics and other business and communication tools. I start with the company’s needs and configure technology around them. Top Rated Plus on Upwork, with $100K+ earned. If your marketing and revenue systems need an upgrade, tell me what you want to improve.