Salesforce Engineer & Product Director
SaaS operator with exit experience, helping businesses scale through Salesforce and smart automation.
Featured projects
Property Financial Tracking & EBITDA Visibility
Replaced a manual spreadsheet process with a fully native Salesforce solution to track gross profit, revenue, costs, and EBITDA across every property the business bought, sold, and traded to investors.
Bidirectional Salesforce ↔ BMV Hub Integration
Built a bidirectional integration between Salesforce and the Prop Sourcing app, allowing properties to be pushed directly from Salesforce to the marketplace and offers and reservations to flow back in — eliminating duplicate admin and increasing deal throughput.
AI Outbound Calling — Prospect Engagement at Scale
Integrated an external AI calling platform into Salesforce to automatically dial prospects, with calls tied directly to Salesforce records — transcriptions, sentiment analysis, and follow-up tasks all written back automatically.
AI Inbound Call Handling — Automated Triage & Logging
Extended the AI telephony integration to handle inbound calls — matching callers to existing Salesforce records, transcribing conversations, scoring sentiment, and generating follow-up tasks automatically.