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CRM Expert, Sales Operations, Dashboards and Reporting
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Revenue Operations Specialist
Contract • Freelance
Jan 2026 - Present • 4 mos
• Designed complete Salesforce orgs including custom objects, field architecture, automation (Flows), role hierarchies, permission sets, and lead-to-opportunity-to-closed-won workflows. • Created automated lead routing, assignment rules, and lifecycle stage tracking to show how proper CRM setup prevents pipeline leaks. • Built executive dashboards in Salesforce and Power BI showing pipeline velocity, conversion rates by stage, and rep performance metrics. • Documented all processes with SOPs and ran full UAT cycles.