Discovery & Prioritization: Partner with stakeholders across RevOps, Finance, Sales, Product Support, Clinical Support, Marketing, Implementation, TechOps, Product, Design, and Engineering to identify high-value automation and systems improvements, and maintain a single cross-functional roadmap covering both business systems work and AI initiatives, keeping team leads aligned on priorities and sequencing. Design & Build: Design, build, and own production-grade automation and agent workflows using Salesforce Flow, NetSuite workflows and saved searches, Claude, Slack, Linear, and Notion, running the full project lifecycle from discovery and scoping through launch and ongoing iteration.