5+ years experience in Sales Development and Sales Operations, aligning sales processes to sales tech and automating workflows to drive revenue.
I have 5+ years of experience in sales operations working for various startups. During that time I've managed domestic and international sales teams, improved sales operational inefficiencies through implementing scalable processes, built relationships with technology vendors, worked on workflow automation, sales tech implementation/training, data trends analysis, etc.
I am passionate about Salesforce and SalesLoft can provide value in the following ways:
- Implementation, training and tracking user adoption (Salesforce / SalesLoft)
- Building reports and dashboards (Salesforce / SalesLoft)
- Third-party tool integrations (Salesforce / SalesLoft)
- Automation of workflows with Automation Rules, Workflow Rules, Flow + Process Builder, formula fields, validation rules and apex triggers (Salesforce / SalesLoft)
- Roles, Profiles and Hierarchies with tailored permission sets (Salesforce / SalesLoft)
- Territory setup with assignment rules (Salesforce)
- Data Management (Salesforce / SalesLoft)
- Forecast management (Salesforce)
- Defining and optimizing sales processes (Salesforce / SalesLoft)
- Building cadences, templates and snippets (SalesLoft)
- Field Configuration, and Activity and General Data Sync (SalesLoft)
- Live Website Tracking, Meeting Calendar, Meeting Intelligence, QoS/CNAME Setup, and Twilio Porting (SalesLoft)
Other Salesforce products I am familiar with include Sales Cloud, Service Cloud, Lightning Experience.
Other technologies I am familiar with include:
- CRM: Salesforce, RelateIQ, Zoho CRM, PipeDrive
- Sales Automation - SalesLoft, ToutApp, Outreach, Sendbloom, Cirrus, Yesware
- Marketing Automation - Autopilot, HubSpot, Marketo, Pardot, MailChimp, SendGrid
- Data: ZoomInfo, DiscoverOrg, Clearbit, Rapportive, Groove, Lead Genius, Cirrus Insights, Datanyze, Hundo
- Customer Service: ZenDesk
- Live Chat: Drift, Olark, Intercom
- Scheduling: Chili Piper, Calendly, SalesLoft Meeting Calendar
- Project Management: Wrike, Asana, Trello, Ryver
Work Terms
Work samples available upon request