Steven Schwab

Customer Success & CRM Professional | HubSpot & Salesforce Certified | Driving Client Growth Through Relationship Building & Tech Solutions

Danielsville, Pennsylvania, United States

About

I help companies grow by connecting people with the right technology and building relationships that last. With HubSpot and Salesforce certifications and hands-on CRM consulting experience, I specialize in making technology work for people—not the other way around. Whether I'm configuring CRM systems, creating dashboards that tell a story, or helping clients solve complex problems, my approach is always the same: listen first, understand deeply, and deliver solutions that actually work. What I bring to the table: 🎯 5 HubSpot certifications covering Sales, Marketing, Service Hub, and CRM implementation 📊 Hands-on experience configuring HubSpot CRM, building pipelines, and creating custom reports 🤝 A natural ability to build authentic relationships and de-escalate challenging situations 💡 Creative problem-solving skills developed through entrepreneurship and diverse customer-facing roles 🚀 Track record of helping teams scale (grew one team by 200%) while maintaining service quality My superpower? I excel at relating and establishing connections with just about anyone, which makes me excellent at customer success, account management, and client-facing technical roles. I translate complex CRM concepts into clear, actionable plans that non-technical users can actually understand and use. What I'm looking for: Customer Success, Account Management, or CRM Specialist roles where I can combine my technical skills with my passion for helping people succeed. Bonus points if you're a mid-size SaaS company that values creativity, authentic connection, and thinking outside the box. Beyond work: I founded Flockpot (flockpotart.com), an online platform supporting independent artists. It taught me that the best solutions come from deeply understanding what people need and building something they'll actually love. Let's connect if you're looking for someone who brings both technical CRM expertise and genuine people skills to the table.

Experience

  • Hubspot Associate & Marketing Consultant at PatchOps
    Aug 2025 - Present · 11 mos

    Providing HubSpot CRM consulting services to help growing companies optimize their sales and marketing operations: • Configure HubSpot CRM instances including pipeline management, deal stages, property mapping, and workflow automation • Build custom reports and dashboards that provide actionable insights into sales performance, lead conversion, and customer engagement • Implement lead scoring models and automated sequences to improve sales team efficiency and follow-up processes • Conduct process reviews and create playbooks that enhance CRM adoption and align with business objectives • Collaborate with consulting teams to deliver tailored HubSpot solutions that drive measurable client results

  • Lead Operations Associate at Viva Chefs
    Mar 2025 - Dec 2025 · 10 mos

    Leading daily operations, managing accounts and bookings, and growing the platform through onboarding clients and employees.

  • Project Manager at Talent Stacker | Salesforce Career Development Program
    Jul 2023 - Jun 2025 · 2 yrs

    The TalentStacker program has been a pivotal experience, immersing me in Salesforce through hands-on projects and real-world insights. It has been sharpening my career skills, guiding me towards certifications, and connecting me with industry experts. Personalized support in refining my resume, preparing for interviews, and finding job opportunities has been crucial. Now, I'm well-prepared to excel in the Salesforce domain. This journey has uniquely equipped me for a successful transition into high-demand Salesforce roles, blending technical know-how with vital career-building strategies.

  • Barista at Blue Mountain Resort & Ski Area
    Dec 2024 - Mar 2025 · 4 mos

  • Store Manager at McDonald's
    Sep 2020 - Apr 2023 · 2 yrs 8 mos

    As a McDonald's manager, I refined key skills applicable to a Salesforce Admin role. I excelled in customer service, ensuring satisfaction and understanding needs, akin to managing user experiences in tech. My leadership fostered strong team dynamics and problem-solving, vital for navigating Salesforce's complex environments. This role solidified my capabilities in team management, customer engagement, and adaptability, preparing me for the tech industry's challenges.