I leverage Salesforce and automation tools to streamline processes, improve data visibility, and enhance business decision-making.
This pillar highlights my Salesforce and CRM expertise, focused on designing and supporting end-to-end sales and operational processes that enable teams to work with clarity and confidence. I build systems that span the full lifecycle, from lead and opportunity management through to financial and revenue operations, ensuring data integrity and smooth handovers between functions. A key part of my approach is creating meaningful reporting and dashboards that give stakeholders real visibility into performance. I also design automated communication flows, including email alerts, Slack integrations, and internal notifications, to reduce manual effort and improve responsiveness. Where operational needs require flexibility, I develop custom objects and API integrations to extend platform capability through tailored Lightning components and flows. All of this is underpinned by strong administrator standards and a principle of least privilege, ensuring the system remains secure, scalable, and well governed as the organisation grows.
Salesforce Platform Foundations certified, with a strong working understanding of platform structure, best practice configuration, and scalable system design.
Practical knowledge of the full sales-to-finance lifecycle, enabling CRM processes that support accurate handovers, revenue tracking, and operational visibility.
Experience evolving sales team structures within the CRM, including transitioning to regional territory models that better support growth and accountability.
Designing and implementing custom objects and flows, including tailored invoicing processes that align CRM data with financial operations.
Integrating AWS systems with Salesforce to support connected workflows and improved cross-platform visibility.
A self-taught, hands-on approach to platform mastery, driven by curiosity and continuous learning to solve real operational challenges.
Developed Salesforce automations and custom tooling to streamline workflows and reduce manual effort across delivery teams.
Designed and implemented a custom Salesforce delivery object and supporting process to create a seamless transition from sales to delivery, centralising project governance and improving visibility across teams.
Redesigned and optimised the Salesforce sales and pre-sales lifecycle to improve efficiency, scalability, and governance as the organisation expanded, streamlining opportunity pipeline movement while maintaining strong data hygiene.
Designed and implemented custom Salesforce objects and workflows to strengthen financial integration within the sales and delivery lifecycle, centralising financial tracking and reducing manual coordination.