Sales Development Team Lead
Focus: Salesforce administration, CRM governance, and GTM process automation
- Designed Salesforce reporting infrastructure that eliminated approximately 3 hours of manual account qualification work per SDR per day across a 14-person team.
- Built Salesforce Record-Triggered Flows automating notifications on new meetings booked and opportunity data population, improving CRM data consistency.
- Established CRM governance standards and Rules of Engagement across four product lines, reducing ownership conflicts and improving pipeline integrity.
- Led a 9,000-account Salesforce data enrichment initiative, improving segmentation accuracy and reporting reliability.
- Developed account routing and ownership automation using Google Sheets and Apps Script, preventing duplicate outreach and improving operational efficiency.