Kert
Salesforce and Data Expert
- Role
- Revenue Operations Manager at Pathpoint
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
Experience
Revenue Operations Manager
Apr 2024 — Present
Architected comprehensive Salesforce underwriting workflow system that increased SLA compliance by 13% while handling 50% greater application volume, eliminating dependency on costly third-party tools• Redesigned Salesforce automation framework reducing operational errors by 85% while establishing scalable technical architecture for streamlined future development• Developed specialized Salesforce modules automating critical manual processes including Out of Office reassignment workflows and Mid Market brokerage submission handling, improving operational efficiency across teams• Collaborated with Engineering teams to diagnose and resolve complex data integration issues between Salesforce and core product platforms, ensuring seamless operational continuity• Conducted advanced analytics supporting operations and go-to-market strategies, including user clustering for targeted regional campaigns and underwriting productivity analysis that established process-level SLAs
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