CLIENT: FinThrive
PROJECT: Sales Enablement Solution Automation
OVERVIEW: Designed and automated dynamic sales enablement content using Salesforce data to generate customer-specific solution narratives within Seismic.
ROLE: Lead Designer / Product Owner
FOCUS: Sales enablement automation, data-driven storytelling, CRM integration, and content personalization.
IMPACT: Enabled sales reps to select a health system and instantly view current solutions with data-backed recommendations for new offerings, then export fully branded, customer-ready materials with no manual adjustments required which led to accelerating sales cycles and improving consistency.
TOOLS & SKILLS: Seismic · Salesforce · Adobe Creative Suite · Sales Enablement · Content Strategy · UX Writing
