Vetted CRM Professionals

“Marketing/CRM professional who has built a CRM and marketing department from scratch—starting with Excel, then integrating into a formal CRM—using segmentation by geography (zip code/geofencing) and profession. Has run retention and lifecycle programs across both B2B and B2C via email/newsletters/social, with A/B testing experience and exposure to major clients including Fox and Sony.”

“Engineering player-coach who recently shipped an agent-based workflow to extract key info from unstructured web data (browser agents + CDP) and populate daily digests/calendars, owning architecture through testing. Also built a Flask-based LLM evaluation and regression testing system using G-Eval/Confident AI dashboards, and applies a rigorous, research-driven approach to selecting third-party tools with stakeholder buy-in; has healthcare ops/onboarding workflow experience at Vivio Health.”

“Former Director of Product turned Head of People at Endeavor, blending product/analytics rigor with HR leadership. Managed globally dispersed teams across 30+ countries and helped standardize leadership expectations for managing directors across 40+ offices through competency alignment and structured evaluations.”

“Strategy/finance leader with experience spanning wealth management, London Stock Exchange, and a voice AI startup. Led an ESG product launch supported by market research/ROI modeling that generated $5M+ over five years, and has hands-on PMO capability (Jira, SQL/Excel, Power BI) plus change-management experience aligning sales teams with executive digital transformation initiatives.”

“Sales development/outbound-focused seller with 5 years of consistent quarterly results (20+ new accounts added to pipeline, 3–5 meetings set, 5–7 new opportunities; 40–60% close conversion). Experienced selling industrial safety solutions (hearing protection/OSHA, ladder protection, confined space fall protection) and advancing complex, distributor-involved deals—e.g., closing a shipbuilding ladder protection opportunity and uncovering 7 additional multi-year needs.”

“Operations leader who joined Nucleus Biologics early and built the company’s pre-production and technical operations operating model end-to-end, including team buildout, KPI/dashboards, and regulatory readiness. Co-led ISO 13485 certification and managed capex and multi-year initiatives up to $10M. Notably mitigated a post-COVID supply chain crisis by designing an in-house manufacturing path for a critical sterile 2000L mixing bag/impeller (including CNC/prototyping and L&E considerations), eliminating vendor reliance and driving significant YoY savings.”

“Associate Director in commercial technology leading Salesforce platform delivery (Sales Cloud + Health Cloud) for patient engagement and order management. Personally led secure integrations like Bartender Cloud label/barcode generation (PDF creation, encryption, malware scanning) and owned a major StreamSets-based Salesforce data sync incident triggered by a Salesforce region move, adding proactive monitoring and automated DR/failover. Experienced in scaling delivery via CI/CD, release cadence, and leading teams through architecture reviews, code reviews, and lead-to-cash automation.”