Cory Gottlieb

• Served as the sole systems team member and primary RevOps architect across the Lead-to-Cash lifecycle, owning Salesforce and GTM platforms including Gong, Apollo, Outreach, ZoomInfo, LinkedIn Sales Navigator, Loom, Cal.com, Nue.io, and Serval.
• Scaled GTM systems to support employee growth from 300 to 1,000 in six months.
• Connected Slack with Salesforce and automated the creation and linking of more than 1,000 prospect and customer Slack channels to Salesforce accounts to provide reliable account context to agents and Slack channels.
• Shifted RevOps from reactive support to a product operating model by establishing intake, prioritization, and backlog processes; managed one full-time and two part-time consultants.
• Built Salesforce and Slack workflows for customer churn and instance deletion, reducing manual deletion notices by 75%; provided global end-user support across West Coast and JAPAC time zones.
• Connected Salesforce to Claude and ChatGPT with write access governed by Salesforce security and scoped skills; reached 80% daily active users within two months. At Legora, CRM write-back actions later accounted for nearly 20% of headless tool-call volume.
• Partnered with GTM teams and leaders to develop AI skills modeled on the practices of top-performing sellers and leaders; centralized skills in a GitHub repository and automated publishing updates to Claude and ChatGPT.
• Built Agentforce agents to recommend Solution Engineer and Engagement Manager staffing for pre- and post-sales teams.

State Government Energy Administration — Application Portal & Program Management

• Prototyping a GPT-4 vision workflow to accelerate review of application attachments, reducing review time by 50%.
• Led product design and development of an MVP application portal from kickoff to launch in 40 days.
• Led a four-person agile team through discovery, design, build, and UAT.

$62B+ Retirement & Benefits Administrator — Post-Merger CRM Transformation

• Led discovery and integration of two enterprise orgs and 1,300 users into one Salesforce FSC instance across Sales, Service, and Operations.
• Architected platform security and master data design across 20M+ customers and 40M+ financial accounts.
• Led a four-person agile team and implemented prompt templates for Apex and LWC development and technical documentation.

$2B+ Regional Farm Credit Institution — Customer Portal Design & Build

• Delivered a single-login portal with Okta and Q2 SSO for account visibility across lending, crop insurance, and farm financial services.
• Integrated nCino into Experience Cloud for a 360° customer view.

$20B+ Retail & Commercial Bank — MDM + CRM Design & Build

• Designed Salesforce FSC for Sales, Service, and Operations teams, standardizing more than 50 case types.
• Orchestrated customer mastering and MDM architecture using Snowflake, unifying 200+ data points in Salesforce.
• Built training content and led train-the-trainer enablement for Retail, Commercial, and Wealth teams.

$25B+ Retail & Commercial Bank — CRM Design & Build

• Implemented 100+ validated case flows and 50+ pipeline and operations reports.
• Scoped rollout, defined acceptance criteria, and supported hypercare for Sales and Contact Center teams.

Fortune 1000 Specialty Chemical Company — Salesforce CRM Business Case

Modeled total cost of ownership, an implementation roadmap, and Salesforce ROI to inform go-forward strategy with executive leadership.