10/20/2026 updated
100 % available
Salesforce & Sales Operations Consultant | Sales Cloud | Training
Sintra, Portugal
Only remote
MSc Business with Consulting, Distinction - University of WarwickAbout me
I'm the consultant behind Modus & Lumen, with experience at IBM, Apptio and Certinia. I enjoy making Salesforce easier to use, turning data into useful reporting and helping teams build confidence with their tools. My approach is practical, clear and collaborative.
Data AnalysisConsumer Relationship SystemsCertified Scrum Product OwnerGoogle AnalyticsInformation Technology OperationsScrum MethodologySales OperationsSalesforce.ComSQL DatabasesSales Performance ManagementCertified Scrum MasterSalesforce LightningSalesforce Sales CloudSalesforce Object Query Language (SOQL)
Salesforce Administration & CRM Implementation
Expertise in Salesforce Sales Cloud, Experience Cloud and CRM Analytics, covering configuration, permissions, automation, data imports, testing and user training. Hands-on experience with end-to-end CRM implementations including requirements discovery, data quality, rollout and handover.
Sales Operations & Pipeline Management
Extensive background in Sales Operations support, including pipeline analysis, forecast modelling, account coverage and territory analysis. Development of international forecast models and weekly leadership reporting to explain performance and risks.
Reporting & Dashboard Development
Building Salesforce and CRM Analytics dashboards for account coverage, whitespace and sales performance. Creation of quarterly business review presentations and leadership reports using Excel (advanced), Google Sheets and PowerPoint.
Requirements Workshops & Process Improvement
Facilitation of requirements workshops and stakeholder interviews to translate business needs into practical CRM processes and Salesforce improvements. Gap analysis and process design with documented outcomes.
User Acceptance Testing & Quality Assurance
Coordination of user acceptance testing, backlog refinement and issue resolution across business and technical teams using Jira and Confluence.
Training & Documentation
Creation of onboarding guides, presentations and training materials. Delivery of seller training on Sales Operations processes, reporting and tools, as well as onboarding of new joiners.
SAP CPQ & Revenue Operations
Support of SAP CPQ approval processes and seller reporting queries within a Revenue Operations context. HubSpot Revenue Operations Certified.
SOQL, SQL & Data Analysis
Basic proficiency in SOQL and SQL for data querying and validation. Use of DBeaver and Salesforce VS Code for CRM data management and analysis.
Agile & Scrum Methodologies
Certified Professional Scrum Master I and II and Professional Scrum Product Owner I. Application of agile practices in CRM project delivery and backlog management.
Google Analytics & AI Tools
Use of Google Analytics to analyse portal traffic and Claude Code and Gemini Gems as AI-assisted tools in consulting and operations work.
Expertise in Salesforce Sales Cloud, Experience Cloud and CRM Analytics, covering configuration, permissions, automation, data imports, testing and user training. Hands-on experience with end-to-end CRM implementations including requirements discovery, data quality, rollout and handover.
Sales Operations & Pipeline Management
Extensive background in Sales Operations support, including pipeline analysis, forecast modelling, account coverage and territory analysis. Development of international forecast models and weekly leadership reporting to explain performance and risks.
Reporting & Dashboard Development
Building Salesforce and CRM Analytics dashboards for account coverage, whitespace and sales performance. Creation of quarterly business review presentations and leadership reports using Excel (advanced), Google Sheets and PowerPoint.
Requirements Workshops & Process Improvement
Facilitation of requirements workshops and stakeholder interviews to translate business needs into practical CRM processes and Salesforce improvements. Gap analysis and process design with documented outcomes.
User Acceptance Testing & Quality Assurance
Coordination of user acceptance testing, backlog refinement and issue resolution across business and technical teams using Jira and Confluence.
Training & Documentation
Creation of onboarding guides, presentations and training materials. Delivery of seller training on Sales Operations processes, reporting and tools, as well as onboarding of new joiners.
SAP CPQ & Revenue Operations
Support of SAP CPQ approval processes and seller reporting queries within a Revenue Operations context. HubSpot Revenue Operations Certified.
SOQL, SQL & Data Analysis
Basic proficiency in SOQL and SQL for data querying and validation. Use of DBeaver and Salesforce VS Code for CRM data management and analysis.
Agile & Scrum Methodologies
Certified Professional Scrum Master I and II and Professional Scrum Product Owner I. Application of agile practices in CRM project delivery and backlog management.
Google Analytics & AI Tools
Use of Google Analytics to analyse portal traffic and Claude Code and Gemini Gems as AI-assisted tools in consulting and operations work.
Experience
Professional experience5 - 10 years
Freelancer since2026
Languages
EnglishFluentRussianNative speaker
Project history
Developing international forecast models and weekly leadership reporting, analysing historical win rates, pipeline movement, slippage and bookings. Building Salesforce and CRM Analytics dashboards for account coverage, whitespace and sales performance across 351 focus accounts and 14 sellers. Collaborating with Sales, Marketing and Data Operations on account segmentation, reporting definitions and CRM data validation. Creating onboarding guides and training sellers on Sales Operations processes, reporting and tools.
Prepared pipeline analysis, forecasts and quarterly business review presentations to support regional leadership, territory planning and account coverage. Translated stakeholder requirements into Salesforce process improvements and coordinated testing, rollout and issue resolution. Supported Salesforce account ownership changes, SAP CPQ approvals and seller reporting queries; documented processes and trained new joiners.
Worked as one of the Salesforce Administrators on Sales Cloud and Experience Cloud implementations, covering configuration, permissions, automation, data imports, testing and user training. Interviewed stakeholders and business partners to shape the deal-registration process in the IBM Partner Portal. Contributed to process design and rollout with gap analysis indicating approximately 35% time savings. Built dashboards and automated workflows, validated reporting through quality assurance, and coordinated backlog refinement and user acceptance testing in Jira and Confluence.
Certificates
HubSpot Revenue Operations
HubSpot2026
Salesforce Certified AI Associate
Salesforce2024
Salesforce Certified Business Analyst
Salesforce2023
Salesforce Certified Administrator
Salesforce2021
Professional Scrum Master I
Scrum Org2021
Professional Scrum Master II
Scrum Org2021