Summary
Overview
Work history
Education
Skills
Certification
Timeline
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IONUTA LUPSA

Cannock,Staffordshire

Summary

Strategic and results-driven CRM & BI professional with hands-on experience in CRM administration, data management, and dashboard development.

Proficient in SQL, Power BI , and Excel, with a strong background in CRM optimisation, user training , and GDPR compliance. At Briggs Equipment, I have consistently delivered CRM and BI solutions that improved decision-making and operational efficiency.

Known for my attention to detail , adaptability , and the ability to communicate complex data in a clear and accessible manner.


Eager to apply my CRM administration and data expertise while developing advanced skills in Microsoft Dynamics 365 to support the success of a forward thinking company.

Overview

6
6
years of professional experience
1
1
Certification

Work history

CRM Administrator

Briggs Equipment UK
01.2024 - 09.2025
  • Support daily operations, development, and training sales in Salesforce CRM improving efficiency.
  • Clean, validate, and analyse datasets using Power Query and Excel to identify trends and support strategic decisions.
  • Design and deliver interactive Power BI dashboards and ad hoc sales/marketing reports, enabling managers to track KPIs and optimise performance.
  • Collaborate with stakeholders to optimise CRM data, based on behavioural analytics.

• Ensure compliance with GDPR through effective data protocols and standardised processes.

Consultant

Grantrow Limited
09.2023 - 11.2023
  • Managed recruitment process, from sourcing candidates to onboarding, while maintaining accurate records.
  • Developed and maintained strong relationships with clients, ensuring recruitment needs were met and properly documented in CRM.
  • Ensured compliance with data protection regulations, maintaining confidentiality and accuracy of client, and candidate information.

Trainee Consultant

Starting Point Recruitment
11.2022 - 10.2023
  • Managed recruitment data to ensure all information was accurately recorded and easily accessible for stakeholders.
  • Worked closely with stakeholders to align recruitment efforts with organisational needs, and tracked performance.
  • Collaborated with senior recruitment consultants to understand client needs and requirements for vacancies.

Employment Coach

Starting Point Recruitment
07.2022 - 11.2022
  • Delivered tailored coaching sessions to job seekers, CV writing and interview preparation, while maintaining detailed records.
  • Ensured participant data was accurate and regularly updated, helping to track progress and outcomes for reporting purposes.
  • Monitored clients' progress throughout coaching process, adjusting strategies to overcome challenges.

Dispenser

Acre Pharmacy
05.2019 - 07.2022
  • Managed inventory data, processed prescriptions, and ensured compliance with pharmacy regulations.
  • Trained staff in effective data entry and Salesforce CRM use, improving operational efficiency.
  • Carried out day-to-day duties accurately and efficiently in a fast-paced environment.

Education

Bachelor of Arts (Hons) - Business Management

Solent University

Baccalaureate - Science, Information Technology, Mathematics, Human Anatomy and Physiology

"Radu Petrescu" Upper Secondary School

Skills

  • SQL
  • Power BI
  • Excel
  • Power Query
  • CRM Salesforce
  • Data Management
  • Data Governance
  • Marketing Analytics
  • Teamwork
  • Communication
  • Problem-solving
  • Attention to detail
  • Self-motivated
  • Adaptability

Certification

  • CompTIA Data+ , CBT Nuggets: Analyse complex datasets, ensure data quality, and create actionable insights to drive informed decision-making in business environments.
  • SQL for Data Analysis , DataCamp
  • Data Analyst in Power BI , DataCamp
  • Data Analytics , NASBA
  • Excel Statistics , NASBA

Timeline

CRM Administrator

Briggs Equipment UK
01.2024 - 09.2025

Consultant

Grantrow Limited
09.2023 - 11.2023

Trainee Consultant

Starting Point Recruitment
11.2022 - 10.2023

Employment Coach

Starting Point Recruitment
07.2022 - 11.2022

Dispenser

Acre Pharmacy
05.2019 - 07.2022

Bachelor of Arts (Hons) - Business Management

Solent University

Baccalaureate - Science, Information Technology, Mathematics, Human Anatomy and Physiology

"Radu Petrescu" Upper Secondary School
IONUTA LUPSA