DI
Operator Profile
Daniel Im
Sales Operations
Location
San Jose, CA
Education
B.A. Economics (Int'l Macro-Finance), UC Davis
Skills
Salesforce
Salesforce Flow Builder
Record-Triggered Flows
Reports and Dashboards
CRM Governance
Salesforce Administration
Process and Reporting
Data Enrichment
Segmentation
Google Apps Script
Process Design
Rules of Engagement
AI-Assisted Workflow
Used as a build-and-QA layer, not a strategy layer
Pressure-tests automation logic and catches edge cases
Every process decision and idea originates from my own analysis
Certifications
Salesforce
Sales Operations Professional Certificate
HubSpot
Reporting Certified
Revenue Operations Certified
Sales Hub Software Certified
Tools
Salesforce
HubSpot
ChatGPT
Claude
VS Code
Make
Google Sheets
Apps Script
Outreach
6sense
ZoomInfo
LinkedIn Sales Navigator
Canvas LMS
Kixie
Confluence
Key Highlights
Time Reduction
38%
less time spent on manual work per SDR
Data Enriched
10,000
Salesforce accounts enriched
Lookup Speed
90%
faster SDR account lookups
CRM and Automation
Expired Lead Follow Up Automation
Native Salesforce automation that gives SDRs a weekly digest of expired leads and turns silent ownership losses into active re-engagement.
View Project ›
Data Infrastructure
10,000 Account CRM Enrichment
Enriched roughly 10,000 Salesforce accounts with clean, structured data to restore segmentation accuracy and reporting reliability.
View Project ›
Governance
Account Ownership and Cross Sell Rules
Set clear account ownership and cross sell rules that eliminated duplicate outreach across the team.
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Data Infrastructure
Account Data Lookup Tool
Built a custom Lightning component on the Salesforce Lead page giving SDRs instant FTE and AE routing lookups, cutting account research time from 30 seconds to 3 seconds.
View Project ›
Get in touch
I am open to roles where I can build clean, documented, scalable operations.