Open to opportunities

Dylan Zook

@dylanzook

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Salesforce Certified Engagement Lead & CRM Consultant with 7+ years experience.

United States

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What I'm looking for

I am looking for a role that allows me to leverage my CRM expertise to drive customer engagement and business growth in a collaborative environment.

I am a dynamic thought leader with over 7 years of experience in guiding enterprise-wide CRM initiatives, specializing in Salesforce and cross-platform CRM strategies. My proven ability to partner with CMOs and marketing teams has allowed me to optimize campaign performance, automate customer journeys, and enhance engagement across the funnel. I have been recognized for transforming complex marketing and business challenges into scalable solutions that align technology with strategic growth and customer experience objectives.

Currently, I serve as the CRM Solutions Manager at Automatic Leasing Service, where I lead the company-wide CRM strategy and oversee all CRM functions within business operations. I partner with cross-functional teams to design automated customer journeys and data-driven workflows that enhance customer experience and business efficiency. My role involves delivering real-time performance insights to inform executive decisions and accelerate go-to-market strategies, ensuring that CRM strategy aligns with enterprise business objectives.

Experience

Work history, roles, and key accomplishments

Current

CRM Solutions Manager

Current

Automatic Leasing Service

Oct 2023 - Present (1 year 9 months)

Leads the company-wide CRM strategy, owning all CRM functions within business operations and partnering with cross-functional teams to design automated customer journeys and data-driven workflows that enhance customer experience and business efficiency. Oversees and implements CRM platform integrations as a strategic marketing function, enhancing campaign execution, streamlining lead-to-revenue pr

Customer Journey Mapping Workflows CRM Platforms Marketing Automation ROI Analysis Salesforce

Director

Dupont Circle Solutions

May 2022 - Oct 2023 (1 year 5 months)

Acted as a strategic advisor and engagement lead for a portfolio of high-growth clients across Financial Services, Banking, Payments, and Media, partnering with CMOs, senior executives, and cross-functional teams to align CRM and customer experience (CX) strategies with marketing priorities and business growth objectives. Ensured seamless data flows across the customer lifecycle, enabling executiv

Strategic Advisory Customer Experience Go To Market Planning Team Leadership

Senior Solution Consultant

Salesforce, Inc.

Feb 2022 - Apr 2022 (2 months)

Served as configuration lead and product owner for enterprise-level CRM implementations, driving end-to-end solution design to align technology with business strategy, marketing objectives, and customer experience goals. Partnered with executive and functional leaders—including Marketing, Sales, and Customer Success—to deeply understand business needs, architect integrated CRM solutions, automate

CRM Solution Design Product Ownership Marketing Objectives Customer Experience Data Migration Workflow Automation Salesforce

Solution Consultant

Salesforce, Inc.

Feb 2021 - Feb 2022 (1 year)

Acted as a trusted advisor to enterprise clients, aligning Salesforce platform capabilities with strategic business goals and customer experience initiatives across Sales, Service, and Marketing domains. Collaborated with executive stakeholders to define CRM requirements, architect scalable workflows, and implement data migration strategies that enabled seamless adoption and cross-system data visi

Salesforce Platform Strategic Advisory Workflows Data Migration Sales Cloud Service Cloud Customer Experience

Senior Salesforce Consultant

Acumen Solutions

Aug 2020 - Feb 2021 (6 months)

Provided expert Salesforce consulting services, guiding clients through complex implementations and optimizations. Collaborated with cross-functional teams to deliver tailored CRM solutions that met specific business needs and improved operational efficiency.

CRM Business Analysis Solution Design Client Management Data Management Technical Troubleshooting Requirements Gathering

Salesforce Consultant

Acumen Solutions

Feb 2018 - Aug 2020 (2 years 6 months)

Assisted clients with Salesforce platform configuration and customization, ensuring alignment with their business processes. Supported the development and deployment of CRM solutions, contributing to enhanced customer relationship management.

Salesforce Configuration Business Process Analysis Data Entry User Training Technical Support Documentation Problem Solving

Professional Recruiter

Insight Global

Aug 2016 - Feb 2018 (1 year 6 months)

Recruited and placed professionals in various industries, managing the full recruitment lifecycle from sourcing to offer negotiation. Built strong relationships with clients and candidates to understand their needs and facilitate successful placements.