Pocholo Angelo Bulanhagui
San Diego,Ca
Summary
Client Services & Sales Operations Representative managing high-volume client communications across the full lifecycle while keeping HubSpot CRM clean, structured, and reliable for reporting. Builds Zapier automations, supports outreach tracking in Apollo and Instantly, and maintains workflow accuracy across Sales, Marketing, and Customer Success. Strengthens pipeline visibility, onboarding flow, and audit-ready records through daily coordination and data hygiene.
Overview
8
8
years of professional experience
Work History
Client Services & Sales Operations Representative
Winspire
Laguna Hills, CA
01.2022 - Current
- Manage 80–100 daily inbound communications while keeping workflows organized and CRM records accurate.
- Customize and optimize HubSpot CRM for go-to-market workflows, segmentation, and pipeline visibility.
- Maintain clean CRM data through ongoing hygiene, auditing, and deduplication to support reliable reporting.
- Build and maintain Zapier automations and API connections between HubSpot and external platforms to streamline operations.
- Track mass email campaigns and targeted outreach in Apollo and Instantly, monitoring engagement, response, and conversion activity.
- Support reporting dashboards and tracking frameworks in HubSpot, translating campaign activity into actionable insights.
- Coordinate onboarding workflows, reconcile payments, and maintain audit-ready records across Marketing, Product, Accounting, and Operations.
Admissions Representative
California Coast University
Santa Ana, Ca
05.2021 - 12.2021
- Managed 40-50 daily follow-ups and reminders to keep prospective students engaged and moving through enrollment.
- Processed applications in the school CRM with strong data accuracy and compliance discipline.
- Guided prospective students through eligibility review and enrollment steps with clear, accurate communication.
- Responded to inquiries about academic programs, delivering clear information that supported student decision-making.
- Organized and maintained large volumes of applicant documents for accurate filing and easy retrieval.
- Monitored application progress and followed up proactively to keep records complete and enrollment timelines on track.
- Streamlined application processing to meet institutional deadlines and maintain program timelines.
Financial Aid Representative
West Coast University
Anaheim, CA
01.2020 - 04.2021
- Met 3–4 students daily via Zoom or in person, providing personalized financial aid and enrollment guidance.
- Evaluated applicants' financial status, credit, and property information to determine eligibility for loans and assistance programs.
- Maintained CRM account records, improving data accuracy and student information categorization through consistent updates and review.
- Delivered presentations and consultations to individuals and groups on available financial assistance resources.
- Compared student aid applications against program requirements to verify compliance before processing support decisions.
- Counseled clients on personal and family financial challenges, offering practical guidance and actionable next steps.
- Managed high-volume email correspondence with students and internal staff, delivering timely and accurate responses.
Guest Experience Expert
Courtyard by Marriott, Irvine Spectrum
Irvine, CA
10.2018 - 01.2020
- Guided guests on dining, shopping, and entertainment options with clear, personalized recommendations.
- Performed nightly audits and account reconciliations to support accurate bookkeeping and compliance.
- Prepared daily logs, reports, and operational documentation to support hotel team efficiency.
- Organized incoming correspondence and messages, keeping records timely and easy to retrieve.
- Used Microsoft Office Suite to enter data, track information, and produce professional reports.
Education
Bachelor of Arts - International Relations
University of California, Irvine
Irvine, CA01-2018
Skills
- HubSpot CRM
- Zapier & API integrations
- CRM data hygiene & reporting accuracy
- Apollo & Instantly
- Campaign performance tracking & analytics
- Lead qualification
- Customer success operations
- Process optimization
- Cross-functional collaboration
- Client onboarding
- Customer communication
- Reporting dashboards
- Administrative coordination
- Data reconciliation
- Order processing
Timeline
Client Services & Sales Operations Representative
Winspire
01.2022 - Current
Admissions Representative
California Coast University
05.2021 - 12.2021
Financial Aid Representative
West Coast University
01.2020 - 04.2021
Guest Experience Expert
Courtyard by Marriott, Irvine Spectrum
10.2018 - 01.2020
Bachelor of Arts - International Relations
University of California, Irvine