Automation & CRM Systems Specialist with 10+ years of experience building scalable business systems that drive lead generation, streamline operations, and increase conversions. Skilled in designing end-to-end workflows, CRM infrastructures, and automation strategies for service-based businesses. Proven ability to optimize sales pipelines, improve onboarding processes, and support high-performing teams.
Hola, soy
SAUL VINEZ CAMPA
Síntesis profesional
Información general
7
years of professional experience
Experiencia laboral
Webifiy360Dallas-Fort Worth
Co-Founder
2025.12 - Current (7 education.months_Label)
Resumen laboral
- Built and led a digital systems platform focused on automation and online presence for small businesses
- Designed full CRM architectures, including pipelines, automations, and communication systems
- Developed websites, funnels, and lead generation systems aligned with client growth goals
- Implemented end-to-end automation workflows (lead intake → follow-up → onboarding)
- Improved operational efficiency by reducing manual processes and increasing system scalability
- Managed client onboarding and ensured successful system adoption
AutomateBossRemote
Operations & Sales Systems Manager
2025.01 - 2025.11 (10 education.months_Label)
Resumen laboral
- Designed and managed complete CRM environments, including pipelines, workflows, and reporting systems
- Built sales funnels, landing pages, and automation systems to improve conversion rates
- Identified inefficiencies in sales processes and implemented scalable improvements
- Improved onboarding workflows, increasing adoption and retention
- Trained teams on CRM systems, automation, and operational processes
- Supported cross-functional communication between sales, operations, and technical teams
PTS InsuranceMonterrey
Senior Project Manager
2021.05 - 2024.11 (3 education.years_Label & 6 education.months_Label)
Resumen laboral
- Designed and implemented operational systems for call centers and remote teams
- Led CRM implementation improving workflow efficiency and internal coordination
- Recruited, trained, and managed high-performing teams exceeding sales targets
- Developed structured training programs increasing new business acquisition
- Improved customer satisfaction by optimizing workflows and reducing friction
Porch Group
Sales Specialist
2020.09 - 2021.05 (8 education.months_Label)
Resumen laboral
- Conducted 130-170 outbound calls daily generating qualified leads
- Managed inbound inquiries and converted calls into revenue
- Improved conversion rates through consultative sales approach
Tata Consultancy Services (TCS)
Customer Service Agent
2019.03 - 2019.08 (5 education.months_Label)
Resumen laboral
- Handled high-volume customer interactions and service requests
- Trained new hires on systems and workflows
- Resolved complex cases improving retention and satisfaction
Estudios
Universidad Tecnológica de México
Associate of Arts from Psychology
Resumen académico
Competencias
- CRM Systems (GoHighLevel)
- Automation & Workflows
- Sales Pipelines
- Lead Generation
- Process Optimization
- System Architecture
- Operations Strategy
- Team Leadership
- Client Management
- Business plan development
- Workflow optimisation techniques
Languages
Inglés
First language
Spanish
Beginner
A1
Cronología
Co-Founder
Webifiy360
2025.12 - Current (7 education.months_Label)
Operations & Sales Systems Manager
AutomateBoss
2025.01 - 2025.11 (10 education.months_Label)
Senior Project Manager
PTS Insurance
2021.05 - 2024.11 (3 education.years_Label & 6 education.months_Label)
Sales Specialist
Porch Group
2020.09 - 2021.05 (8 education.months_Label)
Customer Service Agent
Tata Consultancy Services (TCS)
2019.03 - 2019.08 (5 education.months_Label)
Universidad Tecnológica de México
Associate of Arts from Psychology