Vivian Riley
GTM Systems Strategist | Agile Delivery Leader (CSM, CSPO) | Salesforce & CPQ Specialist | Ex-Accenture | Driving Scalable Lead-to-Cash Automation
Sentry
ex-Accenture
ex-DocuSignI’m a strategic GTM Business Systems Analyst and Agile Delivery Manager with 17+ years of experience leading Salesforce and CPQ transformations across fast-paced SaaS organizations.
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I specialize in designing and delivering scalable solutions that align with growth goals—from lead-to-cash automation and RevOps optimization to agile team leadership and cross-functional program execution. At Plaid, DocuSign, and Didi, I’ve launched high-impact initiatives like Salesforce-native forecasting (saving $100K/year), CPQ-driven renewal automation (tracking $5M in ARR), and agile rollouts that improved velocity, data quality, and stakeholder alignment. Certified in both Scrum Master and Product Owner, I lead cross-functional teams with a strong bias for action, clear prioritization, and relentless delivery. I partner closely with Sales, RevOps, Finance, and Engineering to drive operational efficiency, process clarity, and business impact.
GTM Index
- SENTRYJOB
- GTM system and technology…1Y 2M
GTM system and technology lead
Sentry
Revenue Operations
- PLAIDJOB
- GTM Business System Analyst3Y 9M
GTM Business System Analyst
Plaid
Led Agile delivery for GTM systems, serving as Scrum Master & Business System Analyst for cross-functional teams focused on Salesforce and process automation Partnered with RevOps to align quarterly roadmaps, define MVPs, and drive delivery cadence through sprint cycles Redesigned the Salesforce Opportunity UI/UX to streamline workflows, reduce field bloat, and improve pipeline visibility — enhancing rep productivity and data accuracy Unified Partnerships and Direct Sales opportunity workflows and extended contract infrastructure to support $6M+ in partner ACV — enabling automated contract creation, renewal tracking, and CPQ quote standardization Led Salesforce-native forecasting transf…
- DIDIJOB
- Senior Mgr - Sales & Mktg…7M
Senior Manager - Sales & Marketing Systems
DiDi
Migrated restaurant onboarding from homegrown CRM to Salesforce, improving scalability and process consistency Enhanced Marketing Cloud campaigns across LATAM and China, improving conversion rates and segmentation
- DOCUSIGNJOB
- Technical Delivery Lead4Y 2M
Technical Delivery Lead / Business Systems Analyst
DocuSign
Led agile delivery across 3 scrum teams during DocuSign’s $1B → $5B scale-up Designed and launched SOX-compliant Salesforce security model in preparation for IPO Migrated 3,000+ users to Lightning UI and modernized lead-to-opportunity processes Launched pipeline enrichment features, unlocking $1M+ in new pipeline Partnered with Sales, RevOps, and Finance to align roadmaps, drive MVP features, and ensure timely delivery
- RMSJOB
- Senior Principle Business…1Y 5M
Senior Principle Business Analyst
RMS
Led the integration of Salesforce and Marketo, aligning marketing automation with sales processes to improve lead flow, campaign attribution, and conversion tracking. Conducted in-depth current vs. future state analysis across GTM workflows, identifying automation opportunities and process gaps to improve scalability and efficiency. Facilitated discovery workshops and stakeholder review sessions to define business requirements and translate them into technical specifications. Owned configuration and enhancement of Salesforce Sales Cloud features, including complex formula fields, validation rules, workflows, approval processes, and reporting dashboards. Acted as both functional analyst…
- CAPGEMINIJOB
- Senior Consultant2Y 5M
Senior Consultant
Capgemini
Led Salesforce-based CRM transformations across telecom, healthcare, and auto industries. Designed scalable GTM solutions, led agile delivery teams, and partnered with client stakeholders to modernize CRM architecture and optimize sales processes. Key Projects & Clients: Genentech – Redesigned Service Cloud to streamline drug support services Philips – Deployed mobile Service Cloud for field engineers and enabled customer self-service JM Family Enterprises – Migrated 1,000+ users to Salesforce Sales Cloud, driving collaboration and sales productivity Attachmate – Migrated legacy CRM to Salesforce; improved data quality and user experience
- ACCENTUREJOB
- Consultant4Y 8M
Consultant
Accenture
Led CRM and quote-to-cash implementations for Fortune 500 clients across telecom, nonprofit, and tech industries. Delivered full-cycle Salesforce Sales Cloud and CPQ solutions, aligned business goals with scalable platform architecture, and supported global Agile delivery teams across discovery, testing, and deployment phases. Key Projects & Clients: Comcast – Project Manager for CPQ-enabled quoting system on Salesforce; streamlined enterprise sales workflows and pricing governance Verizon / Terremark – Functional Lead for post-M&A Salesforce org consolidation and global partner community rollout Sprint / Clearwire – QA Lead for CRM and billing platform supporting national 4G Wimax prod…
- Analyst - Intern3M
Analyst - Intern
Accenture
Provided a seamless E2E customer experience by allowing Microsoft customers to convert their trial into a perpetual license by purchasing a Office 12 product key online
- Job: Accenture — Analyst - Intern · 2006-06 – 2006-09 · 3 mo — Provided a seamless E2E customer experience by allowing Microsoft customers to convert their trial into a perpetual license by purchasing a Office 12 product key online
- Job: DocuSign — Technical Delivery Lead / Business Systems Analyst · 2017-02 – 2021-04 · 4y 2mo — Led agile delivery across 3 scrum teams during DocuSign’s $1B → $5B scale-up Designed and launched SOX-compliant Salesforce security model in preparation for IPO Migrated 3,000+ users to Lightning UI and modernized lead-to-opportunity processes Launched pipeline enrichment features, unlocking $1M+ in new pipeline Partnered with Sales, RevOps, and Finance to align roadmaps, drive MVP features, and ensure timely delivery
- Job: Sentry — GTM system and technology lead · 2025-08 – present · 1y — Revenue Operations
- Job: DiDi — Senior Manager - Sales & Marketing Systems · 2021-03 – 2021-10 · 7 mo — Migrated restaurant onboarding from homegrown CRM to Salesforce, improving scalability and process consistency Enhanced Marketing Cloud campaigns across LATAM and China, improving conversion rates and segmentation
- Job: Accenture — Consultant · 2008-07 – 2013-03 · 4y 8mo — Led CRM and quote-to-cash implementations for Fortune 500 clients across telecom, nonprofit, and tech industries. Delivered full-cycle Salesforce Sales Cloud and CPQ solutions, aligned business goals with scalable platform architecture, and supported global Agile delivery teams across discovery, testing, and deployment phases. Key Projects & Clients: Comcast – Project Manager for CPQ-enabled quoting system on Salesforce; streamlined enterprise sales workflows and pricing governance Verizon / Terremark – Functional Lead for post-M&A Salesforce org consolidation and global partner community rollout Sprint / Clearwire – QA Lead for CRM and billing platform supporting national 4G Wimax prod…
- Job: Capgemini — Senior Consultant · 2013-03 – 2015-08 · 2y 5mo — Led Salesforce-based CRM transformations across telecom, healthcare, and auto industries. Designed scalable GTM solutions, led agile delivery teams, and partnered with client stakeholders to modernize CRM architecture and optimize sales processes. Key Projects & Clients: Genentech – Redesigned Service Cloud to streamline drug support services Philips – Deployed mobile Service Cloud for field engineers and enabled customer self-service JM Family Enterprises – Migrated 1,000+ users to Salesforce Sales Cloud, driving collaboration and sales productivity Attachmate – Migrated legacy CRM to Salesforce; improved data quality and user experience
- Job: RMS — Senior Principle Business Analyst · 2015-08 – 2017-01 · 1y 5mo — Led the integration of Salesforce and Marketo, aligning marketing automation with sales processes to improve lead flow, campaign attribution, and conversion tracking. Conducted in-depth current vs. future state analysis across GTM workflows, identifying automation opportunities and process gaps to improve scalability and efficiency. Facilitated discovery workshops and stakeholder review sessions to define business requirements and translate them into technical specifications. Owned configuration and enhancement of Salesforce Sales Cloud features, including complex formula fields, validation rules, workflows, approval processes, and reporting dashboards. Acted as both functional analyst…
- Job: Plaid — GTM Business System Analyst · 2021-11 – 2025-08 · 3y 9mo — Led Agile delivery for GTM systems, serving as Scrum Master & Business System Analyst for cross-functional teams focused on Salesforce and process automation Partnered with RevOps to align quarterly roadmaps, define MVPs, and drive delivery cadence through sprint cycles Redesigned the Salesforce Opportunity UI/UX to streamline workflows, reduce field bloat, and improve pipeline visibility — enhancing rep productivity and data accuracy Unified Partnerships and Direct Sales opportunity workflows and extended contract infrastructure to support $6M+ in partner ACV — enabling automated contract creation, renewal tracking, and CPQ quote standardization Led Salesforce-native forecasting transf…
- School: University of Washington — BS, Electrical Engineering
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