Vetted Salesforce Professionals

“COO at Malk Partners who led a ~75-person org and managed a 6-month sell-side diligence process while still delivering growth targets. Known for building executive alignment and accountability through clear KPIs, strong 1:1 operating rhythms (including N-2s), and board-level strategy projects, and for scaling planning processes by pushing AOP ownership to business unit leaders with templates and coaching.”

“Private-capital/ECM professional (CFA charterholder) who moved into Carta’s private capital space and built data-driven reporting and pipeline systems. Led a cross-functional effort to productize an internal tender offer seller model into a self-serve report to scale capacity and support GTM, while maintaining executive alignment and rigorous discretion with sensitive financial data.”

“Built and deployed an AI receptionist product for field-service businesses (HVAC/electrician), including real-time Jobber scheduling integrations and Twilio-based calling. Combines hands-on customer/operator shadowing with strong production engineering (queueing to handle API limits, rigorous testing/mocking, mirrored prod environment) and cross-layer troubleshooting, driving user adoption through review/override workflows.”

“Cybersecurity entrepreneur building a solution focused on emerging AI-driven security risks, aimed at helping mid-sized companies defend against advanced threat actors without needing large internal teams. Has a business plan, has raised capital, and is currently entering a seed VC round while doing fractional CTO/interim work to cover advisor and corporate legal costs amid upcoming EU cybersecurity/resilience policy changes.”

“B2B SaaS MarTech/GTM seller with 7+ years experience across Adobe Marketo, Salesforce, and TriNet; known for disciplined daily outbound and trigger-based prospecting. Self-sourced and closed a $300K/3-year Marketo Engage deal (MNTN) by multi-threading marketing and ops stakeholders and quantifying ROI, and has led org-wide enablement (trained 400+ sellers) on ZoomInfo-driven, trigger-based outreach.”