Roel M.

I build and restore the CRM infrastructure revenue teams run on so leaders can find every deal, trust every stage, and walk into the forecast call knowing the number is real. Former HubSpot Super Admin at a healthcare technology company selling to CEOs, CFOs and CMOs on 6–12 month sales cycles. I've sat in both seats: the admin building the system and the rep defending the forecast. Today I run Blacklight, a CRM and AI systems practice. WHAT YOU GET • A CRM you can trust: deals you can find, stages that mean something, forecast categories mapped so Commit means Commit • Clean data: duplicates merged, lifecycle stage and lead status made consistent, integrations (QuickBooks, forms, imports) untangled • Automation that fits how your team actually sells: routing, follow-up and task workflows • A safety net: I built a disaster-recovery backup for a live HubSpot portal, with lossless snapshots, checksum-verified daily integrity checks and a documented path to rebuild in a blank portal • Reporting that puts the number that matters first PROOF THAT THE SYSTEMS I BUILD ACTUALLY STICK • Rebuilt a Level II trauma center's SaaS training system alongside its Chief of Emergency Medicine. New-hire pass rates went from about 60% to 95% in six months. • Directed a fully remote team of 200+ scribes & trainers supporting 200+ physicians across 19 clinics and 32 locations, with 95%+ average physician satisfaction. • Standardized onboarding workflows for 10+ Electronic Health Records across 4+ time zones. HOW I WORK 1. Listen: a 45-minute screen-share to understand your sales process, not just your settings. 2. Diagnose: a one-page plan ranked by impact. Capped, no commitment. 3. Tell you the truth: if something doesn't need fixing, or your team can fix it, I'll say so. 4. Restore and hand off: a before/after for every change, plus training and documentation so your team runs it without me. BACKGROUND Before healthcare, I ran backstage operations for stadium tours of 30,000+ people, where systems could not break under pressure. I bring the same discipline to your CRM: plan it, test it, document it. Bilingual English/Spanish.