
Carlos Roldan
Senior HubSpot Consultant: CRM Strategy, Clay and Automation
Kompetenzen

Meine Dienstleistungen


Portfolio
Arbeitserfahrung
Strategic B2B HubSpot RevOps Consultant
SingularTech • Vollzeit
May 2019 - Present • 7 yrs
Turning messy data into predictable revenue. I specialize in helping B2B companies optimize their entire customer lifecycle through high-level HubSpot RevOps strategy and technical execution. With a background in complex implementations (including 30+ agent teams and long-term corporate maintenance), I don't just "fix" your CRM—I build a scalable growth engine that aligns your Marketing, Sales, and Service departments. What I Bring to Your Business: Revenue Alignment: Eliminating silos by creating a unified "Source of Truth" for your data. Architecture & Automation: Custom pipeline design, advanced lead scoring, and complex workflow automation to save your team hours of manual work. Data-Driven Insights: Custom dashboards and attribution reporting to help you make decisions based on facts, not feelings. CRM Clean-up & Migration: Auditing existing portals to remove technical debt and optimize performance. Change Management: Strategic onboarding and documentation to ensure 100% team adoption. I am not just a technician; I am a growth partner. My goal is to ensure that every dollar you spend on HubSpot returns maximum value through increased sales velocity and better lead conversion. Stop fighting your CRM and start using it to scale.
Enterprise Sales Executive
FedEx • Vollzeit
Aug 2016 - May 2021 • 4 yrs 9 mos
Strategic Portfolio Management & Scalability: Managed high-value accounts in North Catalonia, driving a 42% YoY revenue growth through process optimization and lifecycle management. Revenue Expansion & Friction Analysis: Identified and resolved operational blockers to unlock upsell opportunities, focusing on net revenue retention and cross-functional alignment. Consultative Architecture: Acted as a strategic advisor, auditing customer business models to provide data-driven recommendations on operational efficiency and profitability. Segmented Operations: Managed a diverse portfolio (80% SMB / 20% Enterprise), tailoring CRM workflows and engagement strategies to different market complexities. High-Value Deal Orchestration: Supervised complex deal cycles ranging from $15K to $300K, ensuring data integrity and pipeline velocity. Enablement & Tech Stack Implementation: Led onboarding, technical integrations, and Ops implementation, focusing on team training to ensure high platform adoption and process standardization.
Sales Enablement
Procter & Gamble • Vollzeit
Jan 2012 - Jan 2016 • 4 yrs
Strategic Account Management: Orchestrated high-touch engagement for Dermatology specialist accounts, focusing on customer lifecycle value and brand positioning. Sales Enablement & Content Strategy: Developed and deployed high-impact sales collateral and scientific materials to streamline the buyer’s journey and provide value-driven insights. Cross-Functional Project Leadership: Led large-scale scientific dissemination projects, aligning marketing messaging with sales execution to ensure consistent market impact. Data-Driven Decision Making: Conducted granular sales performance analysis, generating actionable reports to identify market trends and optimize territory performance. Operational Excellence: Improved field efficiency by translating complex product data into standardized sales playbooks for better stakeholder engagement.
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readyfin

Spanien
Working with Carlos has been a very positive experience. He helped us properly set up our email system in HubSpot, which initially seemed straightforward but actually involved quite a few technical complexities (DNS, authentication, deliverability, etc.). From the very beginning, he demonstrated strong...
paoloverzeri843
Wiederkehrender Kunde

Uruguay
Thanks Carlos for your excellent work with us and helping the team understand how the platform works and how it can help hour business reach a new standard.
paoloverzeri843
Wiederkehrender Kunde

Uruguay
Trabajo excelente! Gracias Carlos. Súper recomendable.
