Daniel Im — Revenue Infrastructure Portfolio

AI-native revenue systems builder focused on CRM architecture, governance design, workflow automation, and reporting infrastructure.

This repository documents systems I have personally designed, implemented, operationalized, and trained teams on inside a live sales organization.

All examples are sanitized. No proprietary data or internal identifiers are included.

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Infrastructure Snapshot

Systems implemented across revenue organization:

• CRM governance framework with enforceable ownership logic
• 9,000+ account enrichment pipeline (external dataset matching + ID mapping)
• Supabase (Postgres) + Next.js performance reporting stack
• Trigger-based CRM workflow automation eliminating manual compliance steps
• Cross-sell allocation control system preventing duplicate outreach
• Institutional FTE lookup system (30s → 3s efficiency improvement)

Primary tools used:
Salesforce · Supabase · Postgres · Next.js · Google Sheets · AI-assisted development

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Implemented Systems

1. Cross-Sell Governance & Allocation Control

Problem
SDRs were allowed to cross-sell into existing customers without structured ownership controls, creating duplicate outreach risk and internal conflict.

Solution
Designed and implemented a controlled allocation framework:

• Master customer registry controlled at team-lead level
• Product-segmented ownership tracking
• Rep-level assignment views
• Structured trade request workflow
• Change logging for allocation history

Impact

• Eliminated duplicate customer outreach
• Reduced inter-team conflict
• Created scalable ownership governance
• Turned verbal policy into enforceable structure

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2. Foundational Customer Allocation Framework

Problem
No centralized, auditable method for assigning institutional ownership across teams.

Solution

Built master allocation system:

• Team-level control sheet
• Product segmentation layers
• Filtered rep views
• Structured ownership transfer process

Impact

• Institutionalized territory governance
• Reduced allocation disputes
• Created durable ownership infrastructure

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3. CRM Account Enrichment Pipeline (~9,000 Accounts)

Problem

Salesforce account records lacked reliable segmentation fields (FTE, state, country, time zone, website standardization).

Solution

Designed enrichment workflow:

1. Exported CRM account dataset
2. Normalized institutional naming
3. Matched against external public datasets
4. Mapped updates by Account ID
5. Coordinated structured re-import with IT

Impact

• Enriched ~9,000 accounts
• Improved segmentation precision
• Increased reporting reliability
• Enabled higher-quality targeting

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4. Supabase + Next.js Reporting Infrastructure

Problem

Performance reporting relied on duplicated spreadsheets and lacked centralized executive visibility.

Solution

Designed and implemented lightweight reporting architecture:

• Postgres (Supabase) data model
• Structured tables for teams, reps, months, quarters
• Manager input interface
• Executive read-only dashboards
• Automated monthly and quarterly rollups

Impact

• Eliminated redundant reporting systems
• Reduced manual reporting friction
• Increased executive visibility
• Standardized performance tracking

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5. CRM Workflow Automation (Demo Email Capture)

Problem

Marketing required manual copying of prospect emails into Opportunity records upon demo booking.

This step was repetitive and inconsistently executed.

Solution

Partnered with IT to deploy trigger-based CRM automation:

• Auto-populated required fields on Opportunity creation
• Removed manual dependency
• Improved compliance consistency

Impact

• Reduced administrative burden
• Increased marketing campaign reliability
• Improved data integrity

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6. Institutional FTE Lookup Acceleration

Problem

SDRs manually searched external databases for FTE data during prospecting.

Average lookup time: ~30 seconds per account.

Solution

Embedded structured FTE lookup directly into SDR workflow:

• Preloaded IPEDS dataset
• Normalized institutional naming
• Automated matching logic

Impact

• Reduced lookup time to ~3 seconds
• Increased prospecting velocity
• Reduced context switching

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7. Conference Lead Cleanup & Redistribution

Problem

Bulk conference lead lists were inconsistently formatted and delayed in follow-up.

Solution

Standardized and redistributed inbound leads:

• De-duplicated records
• Categorized by product fit
• Assigned by territory and team
• Structured follow-up sequencing

Impact

• Reduced lead leakage
• Improved follow-up speed
• Increased event ROI

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Integration & Infrastructure Thinking

Although not a formally trained engineer, I design systems with infrastructure constraints in mind.

My approach:

• Define data model before automation
• Separate source-of-truth systems
• Reduce manual steps before layering reporting
• Enforce governance through system logic rather than policy
• Design workflows around trigger-based automation

AI-assisted development accelerates implementation, but architecture decisions, iteration, and operationalization are owned by me.

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Professional Direction

I am intentionally moving toward API-first, AI-native, and infrastructure-adjacent environments where distribution and system design intersect.

Focus areas:

• Revenue infrastructure architecture
• CRM & integration design
• Automation & workflow systems
• Technical GTM enablement
• Governance by system design

This repository represents implemented operational infrastructure — not theoretical proposals.