Robert Smith
Robert Smith

Robert Smith

Title

Revenue Operations Consultant & Salesforce Admin

Location

New York City, NY

Member Since
April 7, 2023
Practice Areas
SalesforceBusiness SystemsData VisualizationSales OpsMarketing OpsFinance OpsEcosystem Architecture
Featured Tools
Languages
English
Profile Color
Blue

About Robert

Robert has 10 years of in-house experience as a sales and revenue operations lead in B2B SaaS companies ranging from series A to series C. He has often been the sole operations employee or the first hire and went on to build a team. Robert has reported into the finance and sales departments and has worked closely with directors, VPs, and the C-suite. He is a Salesforce certified administrator, a certified sales cloud consultant, and has goals to attain more certifications in the future.

Using this experience, his focus as a consultant is to help companies work on, design, implement, and track their revenue funnel through a connected and accessible data ecosystem. Robert is extremely comfortable and experienced working with a plethora of systems used in the sales, customer success, marketing, and finance stack. Robert believes that with a connected tech stack and a CRM that is easy for a customer-facing team to use, leaders and individuals can have powerful insights into the success of their business as well as any potential roadblocks.

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