Summary
Overview
Work History
Education
Skills
Timeline
Interests
Trent Ballard

Trent Ballard

GTM & RevOps Systems
Denver,CO

Summary

Strategic, data-driven business systems leader with eight years of experience shaping software strategy and leading RevOps and GTM systems. Proven success in designing scalable lead-to-cash processes, building automation, consolidating tools and business processes, and orchestrating complex, cross-functional integrations. Skilled at aligning technology with business objectives, modernizing tech stacks, and transforming data into actionable insights that drive growth and operational excellence.

Overview

9
9
years of professional experience

Work History

Director of Business Systems

Winmo
Remote, GA
05.2023 - Current
  • Winmo is a sales intelligence platform that provides verified contacts, real-time insights on advertising spend and campaigns, and predictive tools to help marketing and media sales teams identify, target, and engage key decision-makers effectively.
  • Own the GTM and Rev Ops business systems strategy and roadmap, ensuring scalability, automation, and alignment with company objectives.
  • Design and enhance end-to-end lead-to-cash processes—including lead management, scoring, pipeline integrity, approvals, and commissions—by architecting Salesforce flows, custom objects, page layouts, and automated workflows to drive efficiency and minimize manual intervention.
  • Spearhead Product-Led Growth (PLG) strategies, optimizing in-app experiences and onboarding flows
    to increase product-qualified leads, accelerate conversion, and drive upsells and renewals.
  • Partner with C-suite leadership to audit existing business processes, identify inefficiencies, and implement streamlined, scalable workflows that align systems with strategic objectives.
  • Oversee quota planning, sales capacity modeling, forecasting, and pipeline evaluation to support GTM performance.
  • Built and operationalized a custom Salesforce ticketing platform, streamlining request management for cross-functional teams, improving SLA adherence, and providing executives with visibility into system demand and performance.
  • Build and maintain dashboards and reporting to deliver real-time visibility into GTM performance, revenue trends, and KPIs.
  • Manage integrations between Rev Ops and GTM platforms: Salesforce, Gong, Outreach, Salesloft, LeadIQ, Qwilr, HubSpot, Maxio, SaaS Optics, Chorus, LeanData, Cloudingo, Jiminny, Winmo, Spiff, Pendo, Usergems, Clay, LinkedIn Sales Navigator, etc. to streamline workflows and improve data accuracy.
  • Deliver training sessions, and create documentation to drive adoption, standardize processes, and ensure long-term system health.
  • Evaluate, recommend, and implement new technologies to enhance automation, scalability, and cross-functional collaboration.

Senior Salesforce Administrator

Ada
Remote, GA
05.2022 - 02.2023
  • Ada is a SaaS Start-up that provides an AI-powered, no-code platform enabling businesses to automate and scale customer service across multiple channels.
  • Developed and maintained the full tech stack across Marketing and Sales to facilitate the success of various teams.
  • Configured and customized a variety of Salesforce objects, fields, page layouts, and record types.
  • Designed and implemented complex flows, validation rules, workflows, dashboards, and reports.
  • Implemented data migration and integration with other systems including: Outreach, Hubspot, Highspot, Linksquares, Vivun, Clari, Salesforce CPQ, Zoominfo, and Ringlead.
  • Provided technical support to end-users and resolved issues in a timely manner.
  • Monitored system performance and ensured data integrity.
  • Collaborated with cross-functional teams and stakeholders to gather requirements and improve the overall Salesforce platform.
  • Analyzed business processes and built improvements to increase efficiency and automate manual tasks.
  • Utilized Ringlead and Data Loader to import and manage data from excel sheets into leads, accounts and contacts.
  • Developed flows for automated lead/account/contact routing, prospect escalation and email alerts.

Salesforce Administrator/Business Analyst

Catalyst Tech Ventures
Atlanta, GA
01.2019 - 05.2022
  • Catalyst Tech Ventures is a Georgia-based technology investment and holding company that focuses on investing in IT hardware and cloud-support startups across all stages.
  • Oversaw three portfolio companies (Relutech, Nerdrabbit, Channelworks), building and managing separate Salesforce organizations and tech stacks tailored to each company's unique processes and business requirements.
  • Developed and maintained the entire tech stack across Marketing, Sales, and Finance to ensure each team had the right tools to succeed.
  • Utilized Salesforce functionality to design, build, and manage users, profiles, roles, permission sets, setup, workflows, process builder, formula fields, custom objects, lead assignments, territory management, validation rules, approval processes, applications, and Visual Force pages.
  • Facilitated over 500% Salesforce user growth through scalable best practices and management.
  • Supported users with reporting, analyses, and dashboards.
  • Assisted sales directors in forecasting and pipeline management.
  • Lead quarterly revenue reports with executive team regarding key Salesforce metrics and data.
  • Provided day-to-day production support to users who have questions and issues via custom ticketing system I created within Salesforce.
  • Performed data integrity and manipulation tasks.
  • Administered and maintained Salesforce integrations with HubSpot, Salesloft, Outreach.io, Pardot, RingCentral, Slack, ZoomInfo, DiscoverOrg, and custom software applications.
  • Onboarded and trained new hires to utilize sales and marketing tech stack.

Marketing Specialist

ReluTech
Atlanta, GA
03.2018 - 12.2018
  • Spearheaded efforts to align marketing and sales team through software integrations and enhanced processes
  • Focused on building go-to-market strategies and executing targeted marketing campaigns with sales department, strategic partners, and executive team
  • Utilized HubSpot to develop a seamless marketing automation platform
  • Launched and managed company website via Wordpress platform
  • Created infographics, one-pagers, and slide decks to assist sales team in prospecting efforts
  • Measured and reported campaign metrics to devise improvement strategy

Marketing Intern

Core Security
Roswell, GA
04.2017 - 08.2017
  • Cleansed and maintained CRM data via Zoominfo and Salesforce
  • Collaborated with departments across Core Security to develop closer sales and marketing alignment

Education

Bachelor of Business Administration -

University of Georgia, Terry College of Business, Athens, GA
12.2017

Data Analytics Minor

Skills

  • Salesforce Sales Cloud
  • Salesforce Marketing Cloud
  • Salesforce Service Cloud
  • Salesforce Community Cloud
  • Salesforce CPQ
  • Hubspot
  • Pardot
  • Outreach
  • Salesloft
  • Zoominfo
  • Clari
  • Gainsight
  • Ringlead
  • DemandTools
  • DocuSign
  • PandaDoc
  • Ring Central
  • Builtwith
  • D&B
  • Vivun
  • LinkSquares
  • Marketo
  • Tableau
  • ConnectandSell
  • Zendesk
  • Jiminny
  • Sales Navigator
  • Maxio
  • SaaS Optics
  • Qwilr
  • PandaDoc
  • Usergems
  • Baremetal
  • Spiff
  • LeanData
  • DealHub
  • FreshDesk

Timeline

Director of Business Systems - Winmo
05.2023 - Current
Senior Salesforce Administrator - Ada
05.2022 - 02.2023
Salesforce Administrator/Business Analyst - Catalyst Tech Ventures
01.2019 - 05.2022
Marketing Specialist - ReluTech
03.2018 - 12.2018
Marketing Intern - Core Security
04.2017 - 08.2017
University of Georgia, Terry College of Business - Bachelor of Business Administration,

Interests

Skiing

Hiking

Music

Mountain Biking

Climbing

Trail Running

Camping

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Trent BallardGTM & RevOps Systems