Stephanie Castoe

Vice President of Sales Operations @Shearwater Health

Nashville, TN, US

Built and operationalized the end-to-end sales process in Salesforce, including defined stages, qualification criteria, and reporting logic.•Lead weekly pipeline calls and executive forecast reviews, leveraging system-driven data to drive revenue visibility and accountability.•Developed pricing rate cards to standardize proposals and support scalable, margin-informed growth.•Manage backend Salesforce configuration (flows, validation rules, Apex triggers), supporting automation and data quality—without reliance on a developer team.•Sole implementer of Marketing Cloud Account Engagement (Pardot), enabling multi-step, persona-driven campaigns.•Integrated SurveyMonkey with Salesforce, automating NPS feedback writeback and building dashboards for real-time client sentiment tracking.•Manage ZoomInfo and LinkedIn Sales Navigator to support prospecting, and contact enrichment for the sales and marketing teams.•Own sales team training across tools, process, and platform best practices to ensure adoption and alignment.•Support cross-functional alignment by serving as a bridge between Sales, Account Management, and Executive Leadership.

Kennesaw State University

Bachelor of Science