Daniel Morais

Manager Crm @ApplyBoard

Waterloo, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Apr 2021 — Present

Manager Crm @ApplyBoard

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Kitchener, ON, CA

Spearhead enterprise CRM strategy, leading large-scale migrations between HubSpot CRM and Salesforce + Marketing Cloud for 300+ global users. Built and manage a Salesforce Administration team, introducing ITIL-based service management to streamline support, change requests, and adoption. Partner cross-functionally with Sales, Marketing, and IT leadership to align CRM strategy with go-to-market priorities and operational efficiency. Deliver hands-on Salesforce and Marketing Cloud development, automation, and integrations while setting long-term platform direction. Expanded scope to own data integration architecture, developing an AWS-based pipeline (Glue, S3, AppFlow) to enable advanced analytics and real-time reporting.Tools: Salesforce (Admin & Dev), Marketing Cloud, HubSpot CRM & Marketing Hub, Jira, Confluence, AWS Glue, AWS S3, AWS AppFlow.

EDUCATION

N/A

Universidade Gama Filho

Bachelor's degree, Computer Science

2008

Universidade Gama Filho

Computer Science

2018 — 2019

Pontifícia Universidade Católica do Rio de Janeiro

Master of Business Administration - MBA, Project Management

ABOUT DANIEL MORAIS

I am a CRM and Business Operations leader with 15+ years of experience driving digital transformation, data strategy, and system adoption across global organizations. My career spans GSK, where I advanced from IT to BI and Sales Operations leadership, and ApplyBoard, where I currently lead CRM strategy, enterprise migrations, and data integration initiatives.I specialize in: CRM Strategy & Governance – Leading large-scale implementations and migrations across Salesforce, HubSpot, and Veeva CRM, supporting 300–400+ users. Change Management & Adoption – Designing onboarding, training, and communication programs that maximize engagement and ROI. Data Integration & Analytics – Building end-to-end data pipelines and BI solutions using AWS (Glue, S3, AppFlow), SQL, Qlik, and Metabase. Cross-Functional Leadership – Partnering with Sales, Marketing, and IT to align technology with business goals. Team Leadership – Managing high-performing CRM and Admin teams with ITIL-based service frameworks.Passionate about enabling teams through the smart use of technology, I bridge business processes, data-driven insights, and scalable CRM solutions that accelerate growth and operational excellence. Key Tools & Platforms: Salesforce (Admin & Dev), Marketing Cloud, HubSpot CRM & Marketing Hub, Veeva CRM, AWS (Glue, S3, AppFlow), Qlik, Metabase, SQL, Oracle BI, Jira, Confluence.

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Daniel Morais — Manager Crm at ApplyBoard in Waterloo, ON, CA | Unifers