ReSource Pro
Teams at ReSource Pro
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Insurance
Lead Salesforce platform architecture, governance, integrations, and optimization across Sales Cloud, Service Cloud, Marketing and custom apps. Translate business requirements into scalable Salesforce solutions, produce technical designs and documentation, oversee implementations, ensure data governance and security, mentor teams, and partner with cross-functional stakeholders to align the GTM tech stack with organizational objectives.
Insurance
Identify and qualify B2B leads, run prospecting campaigns (email, social), schedule quality meetings for Sales Executives, develop account plans and territories, track and manage leads in Salesforce, collaborate with marketing and sales to optimize outreach, and continually use data and technology to improve pipeline quality.
Insurance
Execute complex premium audit reviews and secondary quality assurance for high-priority accounts, monitor audit queues, analyze audit files and trends, recommend process improvements, support test audit programs, and mentor/onboard reviewers while collaborating with leadership to maintain quality standards.
