Summary
Overview
Work History
Education
Skills
Certification
Timeline
BusinessAnalyst
Brett Polvado

Brett Polvado

Flushing,MI

Summary

Results-driven CRM Manager/Admin with expertise in HubSpot and Salesforce administration, automation, and optimization. Proven ability to streamline sales and marketing operations, enhance customer retention, and maximize CRM efficiency. Adept at data management, workflow automation, reporting, integrations, and process improvements to drive business growth. Strong background in client success, digital marketing, and tech stack management, with a focus on leveraging CRM tools to improve business outcomes.

Overview

10
10
years of professional experience
3
3
Certification

Work History

Inventory Specialist

ConnectBooks
01.2025 - Current
  • Managed and analyzed inventory data to ensure accurate stock levels and reporting.
  • Utilized software tools to track product movement and identify discrepancies.
  • Collaborated with finance and operations teams to optimize inventory control processes.
  • Generated reports and insights to improve inventory forecasting and efficiency.
  • Assisted in implementing process improvements to streamline inventory management.

Client Success Manager

Getida
06.2022 - 12.2024
  • Recovered approximately $2 billion in client market value through effective retention strategies, showcasing an extremely strong track record in achieving significant business outcomes
  • Managed Salesforce CRM, optimizing customer data management and retention workflows.
  • Led the cancellations department, leveraging CRM insights to improve client retention by 30%.
  • Developed automated reporting dashboards, tracking client engagement and risk factors.
  • Conducted weekly strategy sessions, utilizing CRM analytics to enhance customer experience.
  • Maintained and updated CRM records to ensure data integrity and actionable insights.

VP of Sales Operations

Appeal Wizards
05.2021 - 05.2022
  • Administered HubSpot CRM, refining sales processes and improving pipeline visibility.
  • Designed and executed Google Ads and digital marketing campaigns, tracking performance within CRM.
  • Enhanced lead tracking and reporting by customizing CRM fields, automation, and integrations.
  • Developed customer segmentation strategies to improve marketing automation efforts.
  • Collaborated with leadership to implement CRM-driven business strategies, boosting conversion rates.

Education

Master of Science in Criminal Justice -

Tarleton State University
Stephenville, TX
01-2021

Bachelor of Business Administration in Management -

McLennan Community College
Waco, TX
01.2018

Skills

  • CRM Administration & Optimization (HubSpot, Salesforce)
  • Workflow Automation & Process Improvement
  • Data Management & Reporting (Dashboards, Custom Reports)
  • Lead Management & Sales Pipeline Optimization
  • Integration Management (API, Third-Party Tools)
  • User Training & Support
  • Customer Retention & Engagement Strategies
  • Marketing Automation & Campaign Tracking
  • Technical Troubleshooting & System Enhancements

Certification

  • HubSpot CRM Admin Certification
  • Salesforce Administrator Certification
  • Google Ads Certified

Timeline

Inventory Specialist

ConnectBooks
01.2025 - Current

Client Success Manager

Getida
06.2022 - 12.2024

VP of Sales Operations

Appeal Wizards
05.2021 - 05.2022

Master of Science in Criminal Justice -

Tarleton State University

Bachelor of Business Administration in Management -

McLennan Community College

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Brett Polvado