Jessica M.

Sales & Marketing Operations Expert

My name is Jessica Munro and I help AI, marketing/advertising, fintech, and B2C companies leverage systems like HubSpot and Salesforce, optimize business processes, and hone go-to market strategy so they can scale without adding extra hands. I am an expert designing processes with an emphasis on simplicity, usability, and data visibility. I have helped companies from Seed stage startups to multibillion dollar corporations to improve their CRMs, trust their data to make decisions, and allow their employees to spend more time working on the business versus doing repetitive tasks. I prefer working with small to midsize companies since I like to take a tool agnostic approach (more expensive software does not always equal better!) and give unique problems the care and attention they deserve. I would be happy to schedule a 15-30 minute intro call to learn more about your needs and determine if I am the right fit to solve your business problems. I am also available on a part-time contract basis for organizations not ready to hire a strategic leader full- time. ----------------------------------------------------------------- SPECIALTIES: Sales CRM task automation: client follow up, appointment reminders, re-engagement campaigns, customer onboarding, NPS surveys, e-signature, list cleaning, KPI tracking, lead routing, lead qualification Analysis: Sales territory/ABM market analysis & planning, marketing attribution, sales funnel, quota planning Custom reporting: Salesforce, Hubspot, Tableau, Looker Fractional Leadership for RevOps orgs not ready to hire a strategic leader full-time Hubspot Solutions Partner: Onboarding, Implementation & Management (Sales, CRM, Marketing, Operations, Service, and CMS), Integrations Salesforce: Sales Path setup, Google Ads Manager Integration, Sales/Service Cloud Management Process mapping and documentation Marketing agency automation: building reporting templates in google sheets with integrations to CRM, communication efficiency, pricing models, contract automation -------------------------------------------------------------------------- Current Certifications: Salesforce Certified Administrator, HubSpot Sales Software, HubSpot Reporting, HubSpot Solutions Provider -------------------------------------------------------------------------- Keywords: CRM (HubSpot, Salesforce, Pipedrive, GoHighlevel, Airtable, Gainsight), Marketing Automation (Pardot, Salesforce Marketing Cloud, ActiveCampaign, HubSpot Marketing Hub), Integration (Zapier), Business Automation Strategy, Quote to Cash (Dealhub, Stripe, Zaybra), Sales Automation (Salesloft, Zoominfo, Outreach, Apollo, Chilipiper, Gong), Jira, Atlassian, Implementation, Data Analysis (Looker, Tableau, Mixpanel, Qualtrics), Retool, Process, Sales Operations, Marketing Operations, AI tools (Claude, ChatGPT, Clay), Commisions (QuotaPath)