DI
Operator Profile
Daniel Im
Sales Operations
Skills and Tools
Salesforce
Salesforce Flow Builder
Record-Triggered Flows
Reports and Dashboards
CRM Governance
Salesforce Administration
HubSpot Academy Certified
HubSpot Reporting Certified
HubSpot Revenue Operations Certified
HubSpot Sales Hub Software Certified
Process and Reporting
Data Enrichment
Segmentation
Google Apps Script
Process Design
Rules of Engagement
AI-Assisted Workflow
Used as a build-and-QA layer, not a strategy layer
Pressure-tests automation logic and catches edge cases
Every process decision and idea originates from my own analysis
Key Highlights
Time Reduction
~38%
less time spent on manual work per SDR
Data Enriched
~10,000
Salesforce accounts enriched
Lookup Speed
~90%
faster SDR account lookups
CRM and Automation
Expired Lead Follow Up Automation
Native Salesforce automation that gives SDRs a weekly digest of expired leads and turns silent ownership losses into active re-engagement.
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Data Infrastructure
10,000 Account CRM Enrichment
Enriched roughly 10,000 Salesforce accounts with clean, structured data to restore segmentation accuracy and reporting reliability.
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Governance
Account Ownership and Cross Sell Rules
Set clear account ownership and cross sell rules that eliminated duplicate outreach across the team.
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Data Infrastructure
Account Data Lookup Tool
Brought SDR account lookup down from 30 seconds to 3 by embedding enrollment data directly into the workflow.
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Get in touch
I am open to roles where I can build clean, documented, scalable operations.