Resume

San Jose, CA | (408) 482-9904 | daniel64im@gmail.com | linkedin.com/in/daeim

~9,000
CRM Accounts Enriched
3 hrs
Daily Manual Work Eliminated / Rep
14
SDR Team Members Supported
4
Product Lines Governed

Professional Summary

Sales operations professional with hands-on experience building CRM governance systems, automating sales workflows, and designing process infrastructure to support SDR team performance across multiple product lines. Proven ability to identify operational gaps, implement scalable Salesforce and data solutions, and deliver reporting visibility that directly reduces manual workload for sales teams. Currently completing Salesforce Platform Administrator certification (est. May 2026).

Core Skills & Tools

CRM & Salesforce

Flow Builder, Record-Triggered Flows, Reports & Dashboards, page layout configuration, data hygiene, lead management, opportunity management, account segmentation, user administration

Sales Operations

Sales process optimization, pipeline reporting, territory management, quota tracking, Rules of Engagement design, account allocation, cross-functional workflow coordination

Reporting & Data

KPI dashboards, performance reporting, Google Sheets (advanced), Apps Script automation, Excel/CSV processing, firmographic enrichment

Process & Systems

SOP development, workflow automation, process documentation, operational governance frameworks, change management

Professional Experience

Sales Development Team Lead (Salesforce Administration & CRM Governance)

YuJa, Inc. - June 2024 - Present

  • Designed reporting infrastructure that eliminated approximately 3 hours per day of manual account eligibility checking per rep - giving a 14-person SDR team across 4 product lines instant visibility into prospectable accounts without manually cross-referencing active opps against Rules of Engagement.
  • Built and deployed Record-Triggered Flows in Salesforce automating real-time demo booking notifications to leadership and auto-populating demo attendee data on Opportunity records, eliminating manual entry gaps and improving CRM data consistency.
  • Designed and enforced cross-product Rules of Engagement in Salesforce, establishing account ownership governance and outreach eligibility standards across 4 overlapping product lines, reducing ownership conflicts and improving pipeline data integrity.
  • Owned a ~9,000 account CRM data enrichment initiative and exported, normalized, and re-imported Salesforce records with missing firmographic fields (FTE, geography, website), improving segmentation accuracy and reporting reliability across the org.
  • Built an account allocation and ownership routing framework in Google Sheets with Apps Script, establishing lifecycle states, duplicate account prevention logic, and rep-level ownership controls across 4 product lines, eliminating conflicting outreach across shared institutional accounts.
  • Optimized Salesforce page layouts for Opportunity and Lead objects directly in Setup, improving workflow efficiency and reducing friction for the SDR team.
  • Managed Salesforce user permissions and supported CRM administration across the sales team.
  • Wrote SOPs documenting CRM workflows and data governance standards to support onboarding and operational consistency.

Senior / Founding SDR

SpecTrust | Arkose Labs | Miarec - July 2021 - June 2024

  • Built outbound prospecting motions from scratch at early-stage startups and maintained Salesforce CRM hygiene and account data accuracy across all three roles.

Account Executive

Xerox Corporation - January 2019 - June 2021

  • Managed full B2B sales cycle including prospecting, discovery, proposal, and close across the San Jose territory.
  • Maintained Salesforce pipeline records, account history, and opportunity stages throughout tenure.

Certifications

Salesforce Platform Administrator (ADM-201) - In progress, est. May 2026