Carlos
Get to Know Me
Watch a brief introduction that highlights my professional background and areas of expertise.
Professional Summary
I’m a results-driven professional with a little over six years of remote experience in LinkedIn lead generation, project coordination, and client management. My background combines hands-on campaign execution with leadership in process improvement and team development. I’ve led and optimized LinkedIn outreach systems for multiple industries, integrating AI tools, refining workflows, and driving consistent results across teams.
I’m highly skilled in building and managing projects through platforms like Monday.com, coordinating cross-functional teams, and maintaining strong client relationships through proactive communication and strategic support. My experience spans everything from lead qualification and appointment setting to SOP creation and data-driven campaign optimization.
I bring a mix of technical proficiency, adaptability, and people-centered communication—always focused on improving efficiency, ensuring quality, and helping businesses grow through smarter, more streamlined operations.
Key Skills
Core Skills:
- Leadership and team management
- Process improvement and SOP development
- Strategic planning and campaign optimization
- Client relations and account management
- Project coordination and task tracking (Monday.com, Asana, Notion)
- Training coordination and onboarding
- Quality assurance and performance reporting
Lead Generation & Sales:
- LinkedIn lead generation and outreach
- Prospect prequalification and segmentation
- Appointment setting and calendar management (Calendly)
- CRM management (Airtable, Quickbase, Google Sheets)
- Personalized messaging and follow-up strategies
- AI-driven lead targeting and engagement personalization
Soft Skills:
- Strong written and verbal communication
- Detail-oriented and organized
- Adaptive to change and fast learner
- Collaborative team player
- Problem-solving and decision-making
- Goal-oriented and proactive
Professional Experience
Offering Lead for LinkedIn Lead Generation
Concertina - Remote - July 2025 to October 2025
-Led the integration of AI-driven systems to enhance LinkedIn lead generation accuracy and engagement.
-Created and maintained SOPs to standardize quality and performance across projects.
-Streamlined internal processes to improve reporting, workflow efficiency, and team productivity.
-Coordinated training and onboarding programs for new LinkedIn Specialists.
-Provided strategic support on campaign structure, messaging, and performance optimization.
Team Integrations Manager (promoted)
Concertina - Remote - January 2025 to July 2025
-Managed LinkedIn lead generation campaigns for hospitality, real estate, and nonprofit clients.
-Customized outreach strategies using data-driven optimization and engagement insights.
-Collaborated with clients to define ideal target audiences and refine campaign goals.
-Supervised hiring, onboarding, and daily operations of LinkedIn Specialists.
-Maintained campaign tracking, reporting, and quality control through Monday.com.
LinkedIn Lead Generation Specialist
Concertina - Remote - November 2024 to January 2025
-Qualified and segmented LinkedIn prospects based on client objectives.
-Executed personalized outreach campaigns to initiate business conversations.
-Scheduled discovery calls and client meetings through effective follow-ups.
-Built authentic engagement through thoughtful interactions and relationship nurturing.
Project Coordinator
MyPortal Marketing - Remote - January 2024 to November 2024
-Oversaw multiple digital marketing projects including SEO, Ads, and website development.
-Defined project scopes, deliverables, and timelines while managing budgets and resources.
-Implemented automation and reporting systems in Monday.com for visibility and efficiency.
-Coordinated client communication, ensuring deliverables met expectations and quality standards.
Account Manager
Virtual Workforce Professionals - March 2023 to January 2024
-Managed client accounts and remote teams, ensuring smooth operations and service excellence.
-Conducted client onboarding and maintained strong communication to support retention.
-Developed segmentation strategies to enhance marketing and engagement effectiveness.
Virtual Assistant (Lead Generation Campaign)
-Leadballer via Virtual Workforce Professionals - Remote - October 2020 to December 2023
-Managed LinkedIn outreach and appointment setting for B2B SaaS clients.
-Used AI tools and personalized messaging to improve engagement and booking rates.
-Handled data entry, CRM updates, and client communication efficiently.
Telemarketer (Fitness Campaign)
MiddleBurg Strength and Conditioning via Virtual Workforce Professionals - Remote - August 2020 to October 2020
-Scheduled client consultations based on fitness goals and progress.
-Provided client guidance and maintained accurate call records.
Customer Service Representative
Sykes - June 2019 to September 2019
-Handled 40 to 50 daily customer interactions across phone, chat, and email channels.
-Maintained a perfect customer satisfaction rating through effective communication and problem-solving.
Sales Consultant / Lead Generation Specialist
Konverge Digital Marketing - Remote - September 2018 to August 2020
-Executed LinkedIn lead generation campaigns for SaaS and marketing clients.
-Utilized Sales Navigator and CRMs to drive engagement and conversions.
Market Researcher
Dynata - Seasonal - May 2018 to August 2018
-Conducted outbound surveys across multiple industries, documenting insights accurately.
Customer Service Representative (Work Immersion)
Convergys - January 2018 to February 2018
-Assisted customers with inquiries and maintained accurate account data.
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