At Budy, I build customer AI sales-agent workflows, including enrichment, prospect re-engagement and next-best-step processes. For a senior-living customer, customer-reported attribution linked the workflows to 52 incremental move-ins and an estimated $2.8M in annual revenue impact.
I also built a gate-funnel audit for 1,263 prospects and a live weekly executive summary. I reconcile derived metrics against CRM source records and added validation and fallback checks after finding correct figures attached to the wrong meaning.
At Spendflo, I led the migration from Pipedrive to Salesforce and developed lead-scoring and sales-development workflows. I also worked with sales, marketing and sales development on lead stages, attribution and nurture processes.
At CleverTap, I established the initial sales-operations team and systems, including CPQ, pricing and discount governance, forecasting and company-wide QBRs. As Chief of Staff to the CEO, I worked with founders on Series B/C fundraising and M&A target evaluation.
