Carrie Holland

Sales Operations Manager • Sales & Business Development Manager • Operations Manager • Dallas, TX, US

HubSpot

Customer Relationship Management

Automation

Email Marketing

Event Coordination

Available for hire fromNegotiable

Helping Businesses Automate, Optimize & Scale with HubSpot & CRM Solutions

I love figuring out how things work and making them better—whether it’s fine-tuning a CRM, automating repetitive marketing tasks, or finding a more efficient way to manage data. If there’s a way to improve a system, I’ll find it. I specialize in HubSpot administration, CRM optimization, marketing automation, and email marketing - all with the goal of eliminating manual work, streamlining processes, and helping small businesses build meaningful connections with their audience. Whether I’m setting up a HubSpot account from scratch, refining workflows to improve lead management, or optimizing email campaigns for better engagement, I focus on creating solutions that make life easier for my clients. I’m also someone who genuinely enjoys figuring out how things work and making them better—whether it’s fine-tuning a CRM, automating repetitive tasks, or finding a more efficient way to manage data. If there’s a way to improve a system, I’ll find it. How I Can Help: ✔ New to HubSpot? I’ll set up your portal, structure your CRM, and create automation workflows tailored to your business. ✔ Already using HubSpot? I’ll audit your setup, clean up your data, and optimize your automations so you can get more out of the platform. ✔ Need extra support? I can act as an extension of your team, handling ongoing HubSpot admin, CRM management, and marketing automation. If you need a HubSpot expert who brings both strategy and execution to the table, let’s connect!

Projects

CRM Cleanup & Optimization for a Real Estate Company

Project Overview A real estate company had inherited a cluttered and disorganized CRM from a prior acquisition, resulting in inefficiencies across both sales and marketing. The system contained outdated and purchased contact lists, incorrect custom property setups, and ineffective segmentation. Without a dedicated CRM specialist, data had been mismanaged, leading to increased marketing costs, poor email health, and difficulty for the sales team in prioritizing leads. Challenges The CRM had been misconfigured with redundant and incorrectly structured custom properties. The marketing contact database contained a high number of outdated, unengaged, or irrelevant contacts, inflating subscription costs and damaging email deliverability. The sales team struggled to find relevant contacts due to cluttered and inaccurate lead records. Solution & Approach Conducted a full CRM audit to identify incorrect property structures, redundant fields, and low-quality data. Implemented workflows and custom properties to filter, segment, and export outdated, unengaged, and bad contacts for removal. Optimized the marketing contact database, reducing unnecessary costs and improving email segmentation for more targeted campaigns. Cleaned up the sales team’s database by refining lead assignment, updating contact statuses, and removing irrelevant records to help them focus on high-quality leads. Established best practices for ongoing CRM hygiene to prevent future data clutter. Results ✅ Saved $4,700 annually by reducing the number of unnecessary marketing contacts. ✅ Improved email health by removing outdated and disengaged contacts, leading to higher deliverability and engagement rates. ✅ Enhanced segmentation for more precise targeting, improving email performance. ✅ Increased sales team efficiency by decluttering lead records, allowing them to focus on relevant opportunities. See More

Sales Team Enablement & HubSpot Training

Project Overview As new custom properties, automations, and processes were implemented in the CRM, the sales team needed structured training to ensure adoption and efficiency. The company lacked a clear system for tracking leads, automating outreach, and managing sales tasks, leading to inefficiencies and lost opportunities. Challenges Sales team was unfamiliar with new CRM processes and struggled to adopt automation tools. Lead tracking and follow-up were inconsistent due to a lack of structured workflows. Manual sales tasks reduced efficiency and created gaps in outreach. No centralized system for organizing leads, making it difficult to prioritize and manage prospects. Solution & Approach Provided ongoing training & documentation to support adoption of new CRM processes, including tutorials on using custom properties and automation tools. Introduced HubSpot Sales Workspace with structured lead pipelines to help sales reps track and manage prospects effectively. Implemented automated sequences for follow-up emails, task reminders, and outreach, reducing manual effort. Streamlined lead management by setting up clear workflows for tracking and engaging leads at different stages of the sales cycle. Results ✅ Increased sales team efficiency by automating repetitive tasks and streamlining lead tracking. ✅ Improved adoption of CRM tools through hands-on training and easy-to-follow documentation. ✅ Enhanced lead management with structured pipelines, reducing missed follow-ups. ✅ Provided a scalable foundation for ongoing sales operations and CRM usage.See More

Email Health & Performance Optimization

Project Overview The company’s email marketing efforts were underperforming due to poor segmentation, ineffective automation, and impersonal messaging. With low engagement and deliverability issues, marketing emails failed to nurture leads effectively. Challenges Emails lacked personalization, making outreach feel generic and disengaging. Existing nurture campaigns had readability and formatting issues, reducing their effectiveness. Poorly timed email workflows led to multiple messages being sent too close together, overwhelming recipients. Contact lists were not properly segmented, leading to irrelevant messaging and lower engagement. Solution & Approach Revised nurture campaign content to improve readability, structure, and engagement. Implemented personalization tokens (names, locations, company names, contact owner details) to make emails feel more tailored and relevant. Optimized email workflows by introducing logical delays between messages, ensuring a smooth and natural cadence (e.g., sending a welcome email first, then waiting two days before inviting the contact to a webinar). Refined audience segmentation based on lead activity, source, and category to ensure each contact received targeted, relevant content. Results ✅ Increased email open rates by 15% through better content, timing, and segmentation. ✅ Boosted click-through rates by 6%, leading to higher engagement with campaigns. ✅ Improved deliverability and sender reputation by reducing unsubscribes and spam complaints. ✅ Strengthened lead nurturing with more relevant and personalized email experiences. See More

Work History

Freelance Marketing Automation & HubSpot Consultant

Self-EmployedFreelancer

Marketing Automation Specialst

Brightland HomesFull-time EmployeeSep 2024 - Jan 2025 • 5 mos

Head of Marketing

Active CyberFull-time EmployeeDec 2019 - Feb 2024 • 4 yrs 3 mos

Education

James Madison University

Bachelor of ArtsMay 2017

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