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James Ferro

Senior Operations & Systems Coordinator specializing in CRM optimization and sales operations

Mortech ManufacturingUC BerkeleyAzusa, CA22 Years ExperienceSenior LevelWorks Remote

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About

B2B manufacturing CRM specialist who used Zoho CRM as an operational backbone rather than a pure marketing tool, supporting quoting, work orders, reporting, and sales follow-up. Notably repurposed and automated Zoho modules with custom Deluge scripting to streamline manufacturing workflows and used CRM data to inform product-line decisions.

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Key Strengths

  • CRM/database administration in a B2B manufacturing environment
  • Workflow automation using custom Zoho Deluge scripts
  • Process improvement that reduced work order creation to one click
  • Strong reporting and operational data analysis
  • Customer and product segmentation for business decision-making
  • Data hygiene and CRM data quality oversight
  • Cross-functional support for sales administration and marketing requests

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Experience

Engineering Coordinator / Sales ManagerMortech Manufacturing · Aug 2018 – Apr 2026
EstimatorSpace-Fold · Dec 2015 – Jun 2018
CaretakerFreelance · May 2013 – Oct 2015freelance
Customer Service RepresentativeCheck 'n Go · Apr 2011 – Apr 2013
CopywriterOverton Hayward Group · Jul 2006 – Jan 2011
Licensed Personal BankerWells Fargo · Aug 2005 – May 2006
Call Center ManagerNextmonet · Jul 1999 – Dec 2003

Education

UC Berkeleybachelor, English Literature (1992)

Skills

Process ImprovementRegulatory ComplianceCRM Configuration & AutomationWorkflow OptimizationData Integrity ManagementInternational Sales OperationsCross-Department CollaborationCustomer Relationship ManagementSystems OptimizationTechnical CoordinationInternational Sales ManagementZohoZoho CRMCustom CRM SolutionsWork Order Processing

Languages

English

Certifications

Series 7Series 66

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Connect with James

James already has a relationship with Reval, so a warm intro from us gets a much better response than cold outreach.

Typically responds within 24 hours

Recommended

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Hire with Reval

Find your next great hire

Our AI agents source, screen, and vet candidates for your open roles. Get qualified candidates within 48 hours.

$250one-time kickoff
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James FerroSenior Operations & Systems Coordinator specializing in CRM optimization and sales operations