Freelancers using Salesforce in Seal Beach
Freelancers using Salesforce in Seal Beach
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Michelle Thomas
Los Angeles, USA
Business Systems & Process Optimization
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Business Systems & Process Optimization
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Data-Driven Business Transformation
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6
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Streamlined Client Onboarding with Conga Implementation
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23
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Marketing Automation Success
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21
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Salesforce CRM Optimization
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26
Salesforce
(4)
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Bryan Munoz
Irvine, USA
Strategy & Product Development | Data Analyst
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Strategy & Product Development | Data Analyst
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Non-Profit Data Management and Salesforce Integration
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11
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Design
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12
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LLM Prompt Engineering Workshop
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13
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Strategic Visual Identities Using Narrative-Driven Design
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12
Salesforce
(1)
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Trey Massie
Los Angeles, USA
LA based AM keeping clients satisfied and coming back.
New to Contra
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LA based AM keeping clients satisfied and coming back.
2
Client Account Management — Keeping Every Account Informed and Every Issue Resolved This highlights my approach to account management and what it actually looks like in practice — not just the title, but the process behind it. At the start of every week, I flag anything time-sensitive first. Deadlines, pending items, anything that needs attention before I can move on. Once those are addressed, I work through the rest of my accounts systematically — using a mix of CRM notes, logged activity, and my own familiarity with each client to know where things stand. When something is unresolved, I don't go quiet. I send a short update so the client is never left wondering, and I loop in the right people internally before anything escalates. Clients shouldn't have to chase their account manager — that's not a relationship, that's a gap. My focus is on clear, proactive communication and making sure nothing slips. Especially when things get complicated — that's when staying calm and direct matters most. This reflects my ability to manage multiple accounts simultaneously without losing track of where any single one stands, and to show up as a resource clients can actually count on.
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121
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Full scope of the services I offer. If you have needs that are adjacent, but not listed and want to see if I am a good match, let's talk!
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57
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Senior Account Manager with 4+ years owning 350+ client relationships across a $9B portfolio at a large commercial real estate company. Demonstrated past skill in relationship management, cold outreach, client check-ins, and CRM tracking.
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104
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Overview of what I offer from an Account Manager perspective. What I have done and what I can offer for you.
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47
Salesforce
(3)
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Kendall Bird
Los Angeles, USA
I help early-stage teams with growth (ktbconsults.com)
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I help early-stage teams with growth (ktbconsults.com)
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Growth Marketing Strategies for Startups
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20
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Marketing Collateral Design
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8
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Case Study Creation for Brands and Startups
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18
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Budget-Friendly Website Development
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6
Salesforce
(1)
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Luke Wink-Moran
Los Angeles, USA
Copywriting Wizard
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Copywriting Wizard
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The Graduate Center Newsletter
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19
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Unmasked: Imposter Syndrome in Graduate School
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6
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The Wrong Doors
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7
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Transforming Education: Anupam Singh’s Socially Engaged Art
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8
Salesforce
(1)
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Kylee Fredericks
Seal Beach, USA
✨Graphic & Web Designer for Hire✨
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✨Graphic & Web Designer for Hire✨
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InventHelp Print & Digital Work
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3
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Grace Blu Designs
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11
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American Eagle Outfitters/Aerie
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6
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Dick's Sporting Goods
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4
Salesforce
(1)
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Ari DeSano
pro
Los Angeles, USA
Web Designer & Developer
5.0
Rating
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Web Designer & Developer
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Email Marketing Manager
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5
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Logos
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5
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Custom Website and Branding for Therapy Practice
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4
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Website Content Manager
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6
Salesforce
(1)
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Marisa Kiana
Anaheim, USA
Business Management | Organized. Strategic. Reliable.
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Business Management | Organized. Strategic. Reliable.
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In May 2025, I wrapped up a project for a commercial real estate firm. See details below.
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26
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In May, I completed a Lead Management Overhaul for Real Estate Firm. I implemented CRM cleanup, lead pipeline tracking, and KPI dashboards for a national real estate company. Managed and trained 4 VAs, established accountability reporting, and delivered a scalable process for daily lead sourcing.
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90
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Ongoing, Content & Launch Strategy for a Women’s Brand Designed a 90-day content calendar, YouTube strategy, and launch workflow for a personal development brand. Increased engagement by 42% and doubled posting consistency.
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75
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OBM System Setup for a Creative Entrepreneur Built full backend workflow in ClickUp for a 6-figure creative coach. Created SOP library, automated task assignments, and trained 2 VAs. Reduced turnaround time by 30% and improved task completion by 50%.
15
86
Salesforce
(2)
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