Brandon Small
Brandon Small
About
Detail
Business analyst focused on GTM systems, customer success operations, and product ops. I help teams move faster with clean CRM data, trusted dashboards, and sca
Oakland, California, United States
I build the systems and operating rhythms that help GTM, Customer Success, and Product teams move faster with cleaner data and clearer decisions.
Over 6+ years at Salesforce and Hingeto, I’ve worked in the messy middle between business goals and reliable execution — CRM data quality and taxonomy, lifecycle programs, dashboards, SOPs, requirements-to-configuration work, and cross-functional rollouts. I’m strongest when the job needs someone who can diagnose process friction, define metrics people trust, and turn ambiguous asks into documented, scalable workflows.
Most recently at Salesforce, I owned the operational layer behind AI tooling for 300+ Customer Success Managers: access and data hygiene, prompt/retrieval standards, Tableau/CRM Analytics telemetry, and adoption systems that reached ~80% uptake in 90 days. Earlier, I ran book segmentation and 40+ lifecycle programs across 170,000+ customers and chaired a taxonomy committee that standardized metadata across 10+ content catalogs.
I’m a Salesforce Trailhead Ranger, UCSF Strategic AI certified, and comfortable partnering across Sales, CS, Product, Engineering, IT, Security, and Finance. Open to GTM Systems, CS Operations, Product Operations, Business Analyst, and Project Management roles (Bay Area hybrid or remote).
Core areas of impact:
- GTM systems & CRM ops:data quality, field taxonomy, workflow automation, access hygiene, tool evaluation, requirements → configuration
-Customer Success ops:segmentation, health/risk visibility, lifecycle programs, enablement, dashboard ownership
- Product operations: rollout/adoption support, UAT, feedback loops, feature performance metrics, process documentation
- Business analysis & delivery: requirements, process mapping, acceptance criteria, stakeholder workshops, phased plans
- Data & reporting: Salesforce reports/dashboards, Tableau/CRM Analytics, SQL + spreadsheet modeling, KPI frameworks
- AI as an ops lever:Agentforce/GenAI enablement, prompt libraries, RAG grounding, automation of recurring reporting/workflow
Over 6+ years at Salesforce and Hingeto, I’ve worked in the messy middle between business goals and reliable execution — CRM data quality and taxonomy, lifecycle programs, dashboards, SOPs, requirements-to-configuration work, and cross-functional rollouts. I’m strongest when the job needs someone who can diagnose process friction, define metrics people trust, and turn ambiguous asks into documented, scalable workflows.
Most recently at Salesforce, I owned the operational layer behind AI tooling for 300+ Customer Success Managers: access and data hygiene, prompt/retrieval standards, Tableau/CRM Analytics telemetry, and adoption systems that reached ~80% uptake in 90 days. Earlier, I ran book segmentation and 40+ lifecycle programs across 170,000+ customers and chaired a taxonomy committee that standardized metadata across 10+ content catalogs.
I’m a Salesforce Trailhead Ranger, UCSF Strategic AI certified, and comfortable partnering across Sales, CS, Product, Engineering, IT, Security, and Finance. Open to GTM Systems, CS Operations, Product Operations, Business Analyst, and Project Management roles (Bay Area hybrid or remote).
Core areas of impact:
- GTM systems & CRM ops:data quality, field taxonomy, workflow automation, access hygiene, tool evaluation, requirements → configuration
-Customer Success ops:segmentation, health/risk visibility, lifecycle programs, enablement, dashboard ownership
- Product operations: rollout/adoption support, UAT, feedback loops, feature performance metrics, process documentation
- Business analysis & delivery: requirements, process mapping, acceptance criteria, stakeholder workshops, phased plans
- Data & reporting: Salesforce reports/dashboards, Tableau/CRM Analytics, SQL + spreadsheet modeling, KPI frameworks
- AI as an ops lever:Agentforce/GenAI enablement, prompt libraries, RAG grounding, automation of recurring reporting/workflow
