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Cherryl Catipay
Business Automation Specialist | Project Management
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My Upwork track record: Top Rated Plus, 100% Job Success Score, and $200K+ earned across 175 jobs and 15,672 hours. Clients hire me for project management, CRM implementation and workflow automation, from Zoho CRM builds and Zapier/Make pipelines to email marketing systems and ecommerce operations. Current long-term client: iWasCarried PTY LTD (Roma Waterman, Melbourne), where I've been Marketing Automation Specialist since Dec 2024, running automations across ClickFunnels, Zapier, Flodesk, ManyChat and StreamYard and managing membership operations for HeartSong Prophetic Alliance.
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Zoho One implementation for Prosple, a graduate recruitment platform, as their Marketing Automation Specialist. I built and managed 124 Zoho Flow automations connecting Zoho CRM, Desk, Forms, Bookings and Campaigns with Apollo.io (http://Apollo.io), Calendly, Google Sheets, Jira and Slack, running about 4,500 executions a week with almost no failures.
I also set up Zoho CRM workflow rules that route self-serve leads by source and country, assign owners, add tags and send email notifications; built lead capture forms with conditional logic and UTM tracking; configured Zoho Desk ticketing with auto-assignment and escalation; ran A/B tests and funnel tracking in PageSense; and built multi-channel sales cadences in Zoho Cadence for automated outreach.
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Sr. Project Manager & Media Buyer at TIN Rx / TIN Vitamin (healthcare and nutraceuticals ecommerce), June 2019 to Oct 2023. I led end-to-end ecommerce operations: Shopify store management, Facebook Ads, Recharge subscriptions and Klaviyo email marketing. Grew Recharge subscriptions from under 10 to 600+ active subscribers through better onboarding and retention flows, hit 4x ROAS on Facebook Ads, and scaled monthly revenue from $189 to over $10,000. I managed a cross-functional team of designers, developers, marketers and customer support across time zones.
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Calendly to Zoho CRM lead pipeline for Sam Jackson at Ctrl Grow Financial. Every booking now creates or matches a clean Contact and Account (keyed off the business name, so no duplicates), opens a Deal with the booking details attached, and records how the lead found Sam through a required booking-form question mapped to the Zoho lead source field. I validated the connector end to end, documented the findings for client approval, and set deal rules so returning leads only get a new Deal when their previous one is closed. Phase 2 adds a booking acknowledgement and a stale-lead alert.
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