Resume
Summary
Sales Operations professional with experience building Salesforce automation, CRM governance frameworks, and reporting infrastructure that improve data quality, operational efficiency, and SDR productivity at scale. Skilled in Salesforce Flow Builder, Google Apps Script, and CRM data governance.
Skills
CRM & Automation
- Salesforce Flow Builder
- Record-Triggered Flows
- Scheduled Flows
- Custom Objects
- CRM Governance
- Salesforce Administration
- Reports & Dashboards
Data & Reporting
- Google Sheets
- Apps Script
- Data Enrichment
- Segmentation
Sales Operations
- GTM Process Design
- Rules of Engagement
- Pipeline Management
- ICP Targeting
- Account Routing
Certifications
- Salesforce Sales Operations Professional Certificate (Coursera/Pathstream)
- HubSpot Reporting Certified
- HubSpot Revenue Operations Certified
- HubSpot Sales Hub Software Certified
Work Experience
Sales Development Team Lead
Focus: Salesforce administration, CRM governance, and GTM process automation
- Rebuilt Salesforce account data foundation across 10,000 accounts, mapping IPEDS firmographic data by Account ID to restore segmentation accuracy and improve targeting precision across the SDR team.
- Designed and published a Rules of Engagement framework across 4 product lines in Salesforce Flow Builder, enforcing a 14 day lead ownership window and improving account targeting quality, cutting duplicate demo bookings and resolving cross team conflicts.
- Resolved 800 duplicate account records within the 10,000 account CRM base using a tiered confidence grouping and merge framework, then documented governance standards to prevent recurrence.
- Built a 4 component native Salesforce automation (Record Triggered Flow, Scheduled Flow, custom logging object) delivering a personalized weekly expired lead digest to reps, replacing a silent, unlogged ownership loss point.
- Built a custom Lightning component on the Salesforce Lead page giving SDRs instant institution size lookups and AE routing guidance, cutting account research time from 30 seconds to 3 seconds.
- Built a cross team performance dashboard in Salesforce Reports & Dashboards consolidating demos held, no shows, reschedules, and quota attainment, giving team leads a single source of truth each quarter.
Founding SDR
- Sole SDR responsible for all top-of-funnel activity, executing 150+ manual dials per day while independently sourcing leads through LinkedIn and ZoomInfo.
- Drove a management-approved auto-dialer trial after identifying manual dialing as an operational bottleneck, then refocused on prospect list quality and targeting precision to consistently generate qualified pipeline.
Senior SDR
- Ramped to full productivity within 30 days in a complex enterprise cybersecurity sales cycle, booking qualified meetings by end of month one.
- Self-initiated a Korean market expansion into untapped territory with no internal Korean-speaking coverage: translated pitch materials, built a prospecting playbook, and booked 2 qualified meetings before the SDR team was cut in a restructure.
Founding SDR
- Built outbound sequences, cadences, and Salesforce CRM standards from scratch as one of two founding SDRs, owning the prospecting infrastructure for the team.
- Designed a C-level email program writing outbound under the CEO and COO names to leverage executive credibility and lift meeting volume; averaged 105% of quota (20 meetings/month) across tenure.
Account Executive
- Managed the full B2B sales cycle from prospecting through close while maintaining Salesforce pipeline accuracy and account records.
Education
B.A. Economics (Int'l Macro-Finance)
University of California, Davis