Open to remote full-time RevOps roles

Revenue Operations Specialist

I build the systems behind predictable revenue.

I connect marketing, sales, CRM, automation, and delivery so every handoff is clear, measurable, and ready to scale from first signal to closed deal.

View proof of work LinkedIn

Revenue system / live viewDesigned for scale

CaptureIntent + source

QualifyFit + signals

RouteOwner + SLA

ConvertPipeline + follow-up

LearnRevenue + reporting

Automation layerHuman action when it matters

Clay signaln8n logicHubSpot owner

Core principleAutomate every process and repeatable decisions. Keep people focused on the actions that require human experience and judgment.

HubSpot CertifiedRevenue Operations Certified Inbound Marketing Certified HubSpot Reporting Certified

I have remotely supported teams in the UK, France, California, Texas, Georgia, and a few other states in the US across marketing, business operations, and automation.

Built for growth-stage teamsSaaSB2BDigital agenciesE-commerceReal estate

Proof across the revenue engine.

Here are a few of the systems I've built, the problems they solved, and the commercial thinking behind each one. I'm available to walk you through the projects and the decisions that shaped them.

CRM architectureFrance-based RevOps agency

HubSpot CRM Architecture

Turned qualification rules into a revenue-ready pipeline.

I designed a scalable HubSpot CRM structure for a B2B fleet management SaaS company. The system covered lifecycle governance, lead scoring, SLA visibility, rules for creating deals, pipeline management, and executive reporting.

HubSpotLifecycle designPipeline hygieneDashboards

Scoring range: 0 to 100
SQL qualification threshold: 60+
Governed lifecycle stages: Five

View system details

Context

I built the architecture during an engagement with a France-based RevOps agency for a fleet management SaaS use case.

Problem

Qualification, ownership, response expectations, and deal creation needed explicit rules before the pipeline could be trusted.

What I built

I defined lifecycle stages, a manual scoring model, MQL and SQL rules, a 24-hour response SLA view, pipeline governance, and a leadership dashboard.

Operational change

The structure made qualification and next actions visible, while rules for creating deals protected the pipeline from premature opportunities.

System specifications

The model used a 0 to 100 scoring range, a 60+ SQL threshold, and five governed stages from new lead to closed outcome.

Proof available

My private walkthrough includes the lifecycle model, scoring rubric, saved views, and dashboard design.

GTM systemFrance-based RevOps agency

ICP scoring and enrichment in Clay

Qualified accounts before spending enrichment credits.

I designed an outbound workflow for a European HR and payroll SaaS platform. It evaluated ICP fit, observable intent, weighted buying signals, and the best personalisation angle before using enrichment credits.

ClaySmartleadICP scoringDeliverability

Target company size: 100 to 500 employees
Buying-signal model: Five weighted signals
Monthly target: 50 qualified accounts

View system details

Context

The target market was primarily France, with selected European markets available for expansion.

Problem

Enriching every record would waste credits and produce volume without enough evidence of fit or buying intent.

What I built

I designed the workflow to source companies first, evaluate funding, hiring, HR and payroll, multi-location, and culture signals, then select the best-fit contact and assign the most relevant campaign angle.

Operational change

Account qualification happened before contact enrichment, so credits and outreach capacity were reserved for stronger-fit companies.

Verified scope

The design covered a 100 to 500 employee ICP, five weighted signals, persona selection, deduplication, and a target of 50 qualified accounts per month.

Proof available

My private walkthrough includes the Clay workflow, scoring logic, segmentation, and personalisation rules.

Agency operationsUK-based CRO agency

Cross-functional operating system

Built the complete business operation system for a conversion rate optimisation (CRO) agency.

I built and documented the operational layer for a CRO agency whose clients collectively generated over $2M in monthly Shopify revenue. I made delivery handoffs visible from one department to the next and added controls before client updates were sent.

monday.comn8nSlackShopifyIntelligemsAPIWebhooks

Operating context: $2M+ monthly client Shopify revenue
System scope: Seven operational areas
Functions coordinated: CRO, Design, Development, QA, Shopify, Client

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Context

Client work moved through CRO specialists, designers, developers, QA, Shopify implementation, reporting, and client communication.

Problem

Requests, task stages, board relationships, client updates, testing data, and reporting were spread across tools and teams.

What I improved

Business operations system architecture
Workflow automation and AI integrations
Cross-team handoffs and delivery orchestration
CRO testing operations and launch management
Client communications and operational controls
Executive dashboards, reporting, and operational visibility
Internal tools, documentation, SOP management, and system handover

Operational change

I connected Slack requests to structured monday.com work, repaired broken dependencies and synchronisation between monday.com boards, and added review and approval controls before client updates were sent.

Verified scale

The operating layer I created currently supports client work tied to over $2M in combined monthly Shopify revenue.

Client evidence

Sabrina Douglas, Head of CRO, describes the daily system use and working relationship in the client proof section below.

Sales automationUS-based real estate engagement

Full-funnel pipeline automation

Connected property lead generation to CRM action and sales outcomes.

I automated the path from property lead sourcing and skip-trace enrichment to lead scoring, CRM creation, sales notifications, follow-up states, and final sales outcomes.

n8nHubSpotZoho CRMBatchDataAPI

Connected destinations: CRM, spreadsheet, email

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Context

The workflow supported a US real estate sales process that needed structured property and owner data inside the CRM.

Problem

Lead sourcing, skip tracing, scoring, spreadsheet preparation, CRM creation, and notifications required repeated manual transfers.

What I built

I connected BatchData search, contact enrichment, filtering, scoring, structured spreadsheet output, HubSpot creation, email notifications, and closed-deal status updates.

Operational change

Lead and property data moved through one structured workflow, sales notifications were automated, and final sales outcomes could be synchronised back to the CRM.

Proof available

My private walkthrough includes the sourcing configuration, scoring and filtering logic, CRM write step, and spreadsheet output.

Want a closer look?

Request a portfolio walkthrough or discuss a RevOps role.

I can walk you through the architecture, automation logic, handoffs, and commercial decisions behind these systems.

Email me

What clients and team leaders say

These recommendations speak to the systems I built, how I communicated, and the reliability I brought to the work.

PM Digital operating system

Sabrina Douglas, Head of CRO at PM Digital, worked with the system every day. Her recommendation reflects how I approach operations, technical builds, documentation, reliability, problem-solving, and communication.

Sabrina DouglasHead of CRO · PM DigitalVerify on LinkedIn

“I have had the pleasure of working with Paul, who has partnered with PM Digital as our freelance automation and operations specialist, and it's rare to find someone who combines this level of technical skill with such genuine care for the people around him.
“Paul's work goes well beyond "automation" in the traditional sense. He single-handedly built our entire monday.com project management system, combining native monday.com functionality with custom automation to create a setup that our whole team relies on daily. When something breaks, he doesn't just patch it, he takes the time to explain the underlying logic so the rest of us understand the system better.”

5.0 · Upwork · Repeat clientA repeat client returned for a second automation engagement.

“Paul is excellent. He did a great job and clearly knows what he's doing as an Automation and AI developer. This is my second time working with him, and I'm very happy with the results.”

This review followed my second engagement with the same client. They highlighted the quality of the automated workflows, the AI and API integration, and my clear communication.

View reviews on my Upwork profile

Upwork screenshot showing a 5-star repeat-client review for AI and automation development

5.0 · UpworkMonday.com Automation and Dashboards

“We needed help with complex formulas, automations, and proper data representation on our dashboard, and Paul delivered exceptionally well. He handled the formulas cleanly and set up the automations efficiently for our Monday.com.”

I handled complex formulas, workflow automation, and dashboard data presentation in monday.com for this client.

View reviews on my Upwork profile

Upwork screenshot showing a 5-star review for monday.com formulas, automation, and dashboard work

Research and documentation

“He's great at research and always provides clear, detailed examples in his writing. Whether it's technical content or breaking down complex regulations, he makes everything easy to understand without losing depth. He's reliable, meets deadlines, and is open to feedback.”

Reliable output and work ethic

“We've been working with Paul for at least the last year, and his work product is great and his work ethic is exceptional.”

How I operate

I combine hands-on technical depth with commercial judgment.

I do not start with “what can this tool automate?” I start with the revenue decision, the owner, the handoff, and the evidence the team needs next.

I map the revenue logic

I define lifecycle stages, qualification rules, ownership, SLAs, source data, and exception paths before automating the workflow.

I build the operating layer

I connect CRM, enrichment, communication, and work management tools so information and ownership move reliably across team boundaries.

I make performance visible

I design views, alerts, dashboards, and reporting so the next action and commercial result are easy to understand.

I document, maintain, and improve

I document the logic, monitor reliability, fix weak points, and make sure the team can operate the system without depending on hidden knowledge.

Working stack

Tools and capabilities

Tools change. My operating principles do not: clean data, explicit logic, reliable handoffs, and decision-ready reporting.

CRM and pipelineHubSpotZoho CRMmonday CRM

Automation and orchestrationn8nAPI integrationsAI-assisted workflows

GTM and enrichmentClaySmartleadApifyProspeoApollo

Operations and reportingmonday.comGA4Intelligems

Development supportClaude CodeCodexCursor

About me

I understand what happens before and after the automation.

My background spans marketing, lifecycle campaigns, sales conversations, CRM architecture, automation, and technical documentation. It helps me understand both the signal that creates demand and the operational work required after a deal is won.

I see a lead as more than a record. I consider the message that created the response, the signals that indicate fit, the handoff sales needs, and the work required after the opportunity moves forward.

I have supported teams in the UK, France, and US across CRO, RevOps, SaaS, e-commerce, and real estate. I am now focused on bringing that experience into a full-time Revenue Operations role.

My earlier agency work also gave me practical experience with messaging, content, client communication, and dependable delivery.

OPEN TO REMOTE FULL-TIME REVOPS ROLES

Looking for a RevOps operator who can connect strategy to systems?

I bring hands-on CRM, automation, reporting, and cross-functional operating experience to teams that need clearer revenue systems.

Email me

Direct emailpaul@paulajose.com

Connect with me on LinkedIn