Support an investment management client by configuring Salesforce (Sales Cloud), building reports/dashboards, managing data integrations, ensuring data quality, supporting testing/UAT, documenting solutions, and providing user support and stakeholder collaboration.

Lead presales lifecycle for CDP solutions: run discovery sessions, design solution architectures, deliver tailored demos and POCs, respond to RFPs, and manage multiple presales projects through handover. Collaborate with product, engineering, and sales teams, provide enablement, and maintain CDP technical thought leadership focused on data architecture, identity resolution, and ROI-driven use cases.