Fictional resume example. Names, employment histories and results are illustrative, not an actual employee record.
Dylan Morris
Sales development representative supporting Salesforce financial-services account teams. Turns account research and first conversations into clear discovery handoffs, with practical experience in CRM hygiene, outreach testing and AE-reviewed customer briefs.
Experience
Salesforce
London · United Kingdom
Sales Development Representative
Jul 2025 - now
- Supported Salesforce Customer 360 account teams covering 24 UK financial-services prospects; customer discovery notes linked business pain, current CRM and the next decision, helping AEs accept 18 of 27 handed-over opportunities in the first half of 2026.
- Completed territory identification with an AE and tested whitespace prospecting messages against two customer segments; logged source and opt-out status for 60 accounts, producing nine held meetings from 45 permitted outreach sequences over eight weeks.
- Prepared customer communication and sponsor briefs for c-suite decision makers, checking claims with the responsible AE before sending; reduced returned briefs from six of 15 to two of 15 in successive monthly reviews by adding decision and evidence fields.
- Within the assigned scope, kept Salesforce opportunity stages tied to confirmed buyer actions, mapped decision-makers and procurement dates, and separated committed revenue from deals lacking a verified next step.
- Within the assigned scope, owned account-planning follow-ups using Salesforce opportunity notes, resolving gaps between customer discovery, the value proposition and the agreed buying process.
- Within the assigned scope, built a team-selling handoff using customer-confirmed success criteria, enabling the solution specialist to demonstrate the agreed use case without repeating discovery.
HSBC
London · United Kingdom
Sales Operations Intern
Jun 2024 - Jun 2025
- Checked 48 partner-sourced leads for duplicate accounts and missing buyer context; corrected 11 records with the sales operations lead, giving the account team a reconciled list for the weekly pipeline review.
- Prepared Dynamics 365 workshop follow-ups for the supervising account executive, separating product questions from contractual requests; assigned an owner and due date to all 16 actions so the AE could confirm answers before contacting customers.
Selected project
Financial-services CRM sales case — simulated
London, UK
Independent portfolio · mentor-reviewed
Feb 2026 - Jun 2026
- Built a Salesforce Customer 360 account planning exercise for a fictional building society, connecting mortgage lead routing in Sales Cloud with complaint history in Service Cloud; an AE reviewed the handoff and accepted three clearly scoped discovery questions.
- Tested customer discovery questions in an AE-led role-play and revised value hypotheses around duplicate broker referrals; separated the observed handoff problem from untested conversion assumptions, producing a brief the account owner could validate with a buyer.
- Prepared a value proposition for c-suite decision makers in the simulation, comparing a phased rollout with a full replacement; the reviewer accepted the narrower option after the presentation made migration cost and compliance dependencies explicit.
- Documented a mock end-to-end sales process from discovery to procurement, assigning team selling responsibilities to an AE, Sales Engineer and delivery partner; a review checklist caught two missing approval gates before the final handover.
- Calculated a practice ACV model using 80 seats at an assumed £100 per seat per month (£96,000 annually); separated a 20-seat upsell from renewal value and compared the projected £24,000 increment with a hypothetical £120,000 quota, not booked revenue.
- Created a 30-day territory identification plan from 12 public company profiles and prioritized five for whitespace prospecting; each draft outreach cited a business trigger and a source, while invented contacts and private account data were excluded.
- Revised the customer communication pack after two mock objection-handling sessions, separating confirmed product capabilities from open implementation questions; the mentor approved the final discovery brief, presentation and handover checklist as portfolio work.
- Compared two simulated strategic alliances for implementation support, using delivery capacity, escalation ownership and a customer satisfaction follow-up plan; selected the narrower partner scope after review rather than inventing partner ratings or claiming a real agreement.
- Owned the simulated account review using a structured discovery rubric, resolved contradictory buying assumptions and completed a proposal with explicit customer success criteria.
Education
University of Manchester
Manchester · United Kingdom
B.Sc. Management
Sep 2022 - Jun 2025
Relevant coursework: Financial accounting, statistics, operations management, organizational behavior
Skills
Commercial work
Prospect research · Discovery handoffs · Outreach testing · CRM lead qualification
Tools and measurement
Salesforce Customer 360 · Sales Cloud · Service Cloud · ACV · Excel
Delivery and collaboration
Team selling · Customer communication · Decision logs and handoffs
Publications
- Published an independent sales case note using fictional account evidence, explaining qualification decisions, unanswered objections and the difference between a forecast and a customer commitment.


