Kathia Corrales

Kathia Corrales

Operations Specialist | CRM Systems & Workflow Automation

3 yrs experience · Panama · <10 hrs/week

About

Operations Specialist with over 5 years of experience supporting remote teams through CRM system management, workflow automation, and operational process optimization. I work at the operational layer of marketing and sales systems, helping teams keep their CRM organized, workflows stable, and internal processes clear and consistent. My focus is on reducing manual work, preventing operational errors, and improving day-to-day execution across onboarding, lead management, and internal handoffs. I have hands-on experience configuring and maintaining pipelines, lifecycle stages, conditional workflows, and automations, as well as supporting cross-functional teams in fast-paced environments. I work closely with marketing, sales, and operations teams to translate business needs into clear processes and maintainable systems. My work prioritizes system stability, documentation, and continuous improvement over one-off solutions. I enjoy optimizing existing setups, resolving operational issues, and helping teams scale without adding unnecessary complexity. Core areas: • Operations & process coordination • CRM systems & lifecycle management • Workflow automation & troubleshooting • Cross-functional operational support • Process documentation (SOPs) Tools: GoHighLevel, Zapier, Make, Nifty, ClickUp, Monday, Slack, Google Workspace

Skills

APIAutomationBusiness AutomationCRMHighLevelOptimizationWebhooksZapier

Experience

  • Coordinadora de Operaciones · Bambiz - Elder Law & Estate Planning Marketing10-01-2024 – 01-01-2026

    Coordinated and optimized operational processes across marketing, sales, onboarding, and internal teams to ensure smooth service delivery. Designed and maintained structured onboarding workflows to improve consistency and reduce manual follow-ups. Supported cross-functional teams by centralizing information, tracking tasks, and improving internal visibility using CRM and project management tools.

  • Junior Expert, Client Support · Baam07-01-2024 – 10-01-2024

    Provided client support by addressing inquiries, resolving issues, and ensuring customer satisfaction.

  • Multi-App Integration: Crafting Seamless Client Systems · OutboundPro08-01-2023 – 06-01-2024

    Integración de aplicaciones como Zapier, Make, Calltools y CRMs. Automatización eficiente y sincronización de datos.

  • Specialist in Go High Level and automations · Well Rush08-01-2022 – 10-01-2023

    Desempeñó la responsabilidad de orquestar los procedimientos de integración de clientes dentro del marco del CRM Go High Level. Esto abarcaba desde llevar a cabo configuraciones de aplicaciones, hasta conceptualizar e implementar automatizaciones.

  • Specialist in Go High Level and automations · Mankind Media05-01-2022 – 08-01-2023

    Mi rol involucraba realizar el proceso de integración de clientes en la plataforma CRM Go High Level. Esto incluía ejecutar configuraciones completas de aplicaciones, diseñar automatizaciones detalladas, realizar un seguimiento meticuloso de los indicadores clave de rendimiento (KPI) y orquestar campañas fundamentales en la plataforma de Facebook.

Education

  • Universidad Tecnológica de PanamáBachelor's Degree, Mechanical Engineering

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