Built and optimized CRM infrastructure to enhance sales efficiency and streamline reporting processes.

Oversaw daily CRM operations, including regular data hygiene checks, process automation, third-party software integrations, and the establishment of standardized data entry protocols.

Developed performance dashboards for a B2B SaaS subscription company, tracking key metrics including ARR, bookings, forecast, pipeline, retention, churn, gaps to target, and pacing.

Ensured operational excellence by creating standardized sales and data entry protocols, delivering user training sessions, and compiling comprehensive documentation.

Analyzed software user data (e.g., DAU, WAU, MAU, logins, downloads, page views, session duration) and product usage data (e.g., feature adoption, usage trends) to drive insights.

Integrated user analytics platform with CRM to assess overall customer health and predict retention trends.

Evaluated and selected service providers across various categories (CRM, BI tools, sales enablement, finance/ops) based on stakeholder interviews and business needs.

Managed end-to-end vendor relationships, overseeing contracting, billing, performance monitoring, and acted as the internal champion with in-depth working knowledge of multiple systems.

Created 14 metrics-tracking databases using Airtable for a climate tech accelerator program, ensuring accurate and efficient data management.

Submitted over 900 deliverable items to the New York State Government, meeting all compliance and reporting requirements.

Established multiple data source connections and built Tableau dashboards to support weekly sales meetings with real-time insights.

Utilized CRM reporting functions in Salesforce, HubSpot, and Attio to track sales performance, productivity, and forecasting.

Conducted pricing, promotions, and value chain analysis for over 20 SKUs at a plant-based food company, optimizing profitability and market positioning.

Developed a demand forecasting and inventory planning model to manage supply from two factories in Asia to three U.S. warehouses, supporting distribution to 1,000+ retail outlets across the U.S.

Chaired a 2-year nationwide private label product development project with the 3rd-largest U.S. food distributor, coordinating efforts across four countries and 20+ stakeholders.

Led startup recruitment and selection for a climate tech accelerator program, ensuring alignment with program goals.

Managed a $20M grant fund for climate tech projects, designing the vetting, distribution, and impact measurement processes to maximize effectiveness.