Initiatives I've led — platform migrations, systems consolidation, AI and API workflow automation, and the customer-facing content that came with them.
Built an AI workflow that connects Claude to Salesforce and Zoom, turning call transcripts into drafted opportunity notes, next steps, and budget and timeline signals instead of manual data entry after every call.
Took ownership of customer-facing documentation and FAQs, giving customers and the support team a single maintained source of answers instead of scattered tribal knowledge.
Systems support for moving customers onto the Instynx platform, covering data, integration, and access requirements, and clearing dependency blockers before they stalled the migration.
Dissolved the legacy IT infrastructure tied to the prior product generation and former founders, cutting recurring cost and shrinking the attack surface ahead of the Instynx migration.
Connected campaign, lead, and pipeline data so marketing activity and sales results can be measured together, and moved Salesforce CPQ from a new deployment into standard quoting practice.
End-to-end support platform migration: vendor evaluation, data migration, workflow configuration, and team enablement, cut over with minimal disruption to open tickets or support coverage.