Daniel Thomas

Lead 2 developers building out the company OS, connecting systems to Claude and building custom cross-system automations. Rolled out Claude to all office users and training it on company data.

Replaced fragmented Excel workflows with a full Salesforce implementation in 6 weeks, rebuilt sales and customer processes for automation, and managed offshore contractors. Built 46+ Zapier workflows and deployed a voice bot for inbound sales.

Took over a mid-implementation Salesforce instance, redesigned the object model and sales process, cleaned CRM data, and standardized GTM reporting for sales, marketing, and CS.

Founded a SaaS startup building a Salesforce-native app for customer reference management, defining object structure, workflows, and dashboards, and took it from concept to release with an outside dev firm.

Designed Salesforce account architecture centralizing sales and usage data, managed a $1M+ ARR pipeline and 3 reps, and built a new commission plan. Sourced partnership conversations with Jobber and ServiceTitan.

Rebuilt the underperforming global SMB sales team, hiring 11 of its 18 AEs, and grew quarterly revenue from $200–300K to a consistent $500K in 2019. Improved discovery phase and owned forecasting cadence and pipeline.

Rebuilt customer success, built a Service Ops team, defined CRM playbooks for onboarding, lifecycle touchpoints, NPS, renewals, and churn forecasting. Reworked quote-to-cash process and implemented Komiko.

Owned quote-to-cash process and tech stack, led on-prem to SaaS migration, and rebuilt renewals into a one-metric process with ~15K transactions and $40M recurring revenue. Ran sales headcount and quota planning and implemented various tools.

Established a startup's Mangalore subsidiary delivering B2C tech support with full P&L responsibility. Recruited and managed a 30-person team across sales, technical support, and maintenance.

Promoted to run all sales operations including billing, AR, renewals, and reporting. Recruited a renewals team of 6 and rebuilt the process, achieving $25M recurring with zero missed renewals.

Recruited and built the billing/deal desk team of 6, moved order management into Salesforce, and cut turnaround time from 24 hours to 2. Ensured US GAAP compliance and integrated AR process into Salesforce.

Managed 30–40 person outsourced teams including remote tech support, outbound telesales, and medical billing operations. Migrated processes from client sites and built an in-house CRM.

Promoted from customer service rep to Team Leader; trained a 300+ person tele-training team.

Completed a Bachelor of Commerce degree from the University of Delhi in 2003.

Earned the Salesforce Trailhead Ranger certification.