Jen Flanagan
Jen Flanagan
Sales operations leader with experience at organizations with 12-1,500+ employees
Jen Flanagan is a specialist in GTM Operations at Level Equity, private investment firm. She previously served as Director of Sales Operations at Ordergroove, managed Salesforce for Bank of America Merchant Services as a VP of Business Information and at Yodle, where she was Operations Director. Jen has experience building Salesforce instances around sales, marketing, and service team processes, from first-time build-outs to high-complexity instrumentations.
Implementing Salesforce
Jen Flanagan is the Director of Sales Operations at Ordergroove, and has built or advised on dozens of Salesforce instances. In this guide, she explains what Salesforce can do natively, with integrations, and with customization and outlines, how Salesforce objects work and how to think about the right setup for your business.

Areas of Expertise

Sales Operations Jen can advise on sales operations beyond Salesforce including rep training and compensation management.
Marketing Process Design When it comes to marketing ops, the stack almost always needs to expand beyond Salesforce to including marketing automation and data tools. Jen can consult on designing lead management processes and building the tech infrastructure to support it.
Service Process Design Jen can help teams who want to use Salesforce for customer support, success, and implementation think about how to develop the right processes for their business within their Salesforce instance.

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