I build revenue systems that scale.
My background spans sales, GTM operations, AI automation, and large-scale process design — giving me a unique ability to see the whole revenue engine, not just one part of it.

Today, I specialize in:
• Salesforce and CRM architecture
• GTM workflow optimization
• Automation design (LLMs, Zapier, internal tools)
• Cross-functional alignment across Sales, Legal, Support, Ops, and Marketing
• Turning inconsistent processes into predictable, repeatable systems

At NST, I rebuilt the revenue operating structure by automating a 48-step closed-won workflow, eliminating 98% of manual work, and creating unified PMO workspaces across every department. I coach a team of Regional Account Managers, streamline cross-team handoffs, and design systems that turn operational chaos into clarity and measurable growth.

I also run Morning Byte, where I apply the same RevOps mindset to help entrepreneurs and small businesses automate their GTM operations and build AI-powered engines that save time, tighten execution, and improve decision-making.

What drives me is simple:
Make operations faster, make decisions clearer, and make growth scalable.

Let’s scale together!

Keith R.

To every SDR, AE, AM, and CSM I’ve worked with over the years, this is for you.

**Read the whole thing and then connect with me. I'd love to teach you how to get ahead.**

AI is shifting the economics of knowledge work and you have a pivotal opportunity to launch your career further than ever before. 

The cost of access to intelligence is collapsing.
The cost of building is collapsing.
Execution is compressing.

What isn’t?

The cost of understanding customers.

If you’ve been in sales long enough, you’ve felt it.
You’re hired to simplify complexity.
To break down problems.
To make it easy for someone to say yes.

But you don’t control the system you work inside.
You inherit it.

And sometimes that system is messy:
Data wrong.
Handoffs unclear.
Deals stalling for reasons no one can see.

I’ve been there, so many times.

So in 2023 I decided to learn how AI systems actually work.
I built something from scratch.

Morning Byte was my GTM lab, a daily AI-driven engine I created to turn complex market insights into structured outputs. It generated revenue. We had a podcast. That’s where I learned to think within LLM systems and how early adopters were leveraging this early. 

What are they keys?
Structure knowledge.
Automate intent.
Design consistent leverage.

But, then I paused it.
I wanted to test those skills in the real world.
So I went to a traditional industry that wasn't tech savvy.

What I found wasn’t a sales problem.
It was a systems problem. It blew my mind and I knew exactly how leading revenue teams organized the back end.

So I built.

Salesforce architecture.
Cross-team workflows.
Post-sales automation.

Not because I’m an engineer.

Because I understood the customer journey.
Because I could hear the friction.
Because I knew what reps actually needed to get verbal commits, and close more deals.

And it taught me something. It made me realize that we're in a time where system and process is functionally buildable and accessible, but the quality of the outcome is directly related to the intention of the builder. 

AI reduces the cost of access to knowledge work.
It does not reduce the cost of thinking.

It lowers the barrier to building.
It compresses execution.

But it does not reduce the cost of intention, clarity, or character.

That’s the part most sellers are missing.

You speak to customers daily.
You hear objections.
You see edge cases.
You understand nuance that technical teams don’t always see firsthand.

If you can translate that into system design, by golly you got leverage.

Not just communication.
Not just closing.
True system definition.

Can you clearly define:
• the outcome
• the context
• the states
• the edge cases
• what “done” actually means

This is your opportunity.

Not to compete with engineers.

But to become system designers who understand customers better than anyone else in the building.

Go build. You have a unique opportunity to make an impact.

Keith R. Andrade

Sales Operations Manager | GTM & Sales Systems | CRM cleanup | Sales Process Automations | AI Workflows

Ensora Health

Senior Manager, Customer Success

• Reengineered Tier 1 & 2 triage between Customer Care/Success and Product, streamlining communication and improving response times.
• Managed successful email campaign and implementation for the SureScripts Electronic Prior Authorization feature release, enhancing customer engagement and product awareness.
• Led the customer migration from legacy software to the upgraded v2 platform, ensuring a smooth transition and minimal disruption for entire customer cohort.
• Received the Therapy Brands CARES Award in November for exceptional customer service and dedication to client success.
• Developed and implemented CSM dashboards in Salesforce, enhancing team productivity and data visibility.
• Recognized as a Salesforce super user, providing expertise and training to colleagues.

Manager, Customer Success

Lift Relations

• Be the voice of the customer and the customer advocate at Lift, collaborating with our Product, Engineering, Operations, and Sales teams. 
• Maintain 1-hour SLA response times.
• Join sales calls as a Product Specialist, identifying pain points with prospects and suggesting specific product purchases to meet customer needs.   
• Responsible for a book of business of $850,000 ARR.
• Manage satisfaction surveys with customers, following up directly regarding feedback. 
• Educate the technology team on client needs to enhance existing products and services provided.
• Created an updated Trends and Insights report to drive product value to new customers.
• Negotiate contract renewals, identifying current customer needs in order to create up-sell opportunities.

Customer Success Manager

• Manage daily operations and client requests while maintaining exceptional levels of customer service.
• Maintain 1-hour SLA response times.
• Develop and maintain a product knowledge base for both our internal teams and customers.
• Manage customer's post-sales experience, including platform training, methodology education, and data review. 
• Create streamlined procedures for the Customer Success team, including Joint-Success Plans, User Guides, Education Videos, and Welcome-Kit Communications.

Customer Success Associate

CareOne Management LLC

• Manage a team of 6 Customer Success Associates.
• Assign and monitor daily/weekly/monthly quotas, maintaining customer satisfaction rates above 79%.
• Build and maintain relationships with enterprise provider accounts, analyzing internal data to identify patient trends, track clinical outcomes, and provide insight into reducing patient churn.   
• Handle all high-priority enterprise escalations, maintaining 1 hour SLA response times.
• Developed a detractor outreach program, resulting in a 15% volume increase from our largest enterprise accounts.

• Developed a customer churn prevention plan, reducing patient churn by 30% across all enterprise accounts.
• Facilitated coaching for new hires and led training on updated best practices for operation teams state-wide.
• Built out inventory management system for rented DME, resulting in reduced inefficiencies amongst assets and increasing customer satisfaction.
• Collaborated closely with clinical and operations teams throughout the customer experience, effectively addressing any client inquiries or concerns within an hour of ticket receipt.
• Implemented 'Before You Go' customer outreach project, effectively increasing patient satisfaction by 21% across all accounts.

Senior Customer Success Associate

• Served as the day-to-day point of contact for all customer leads and inquiries.
• Managed the onboarding process for all customers, providing ongoing support to any inquiries within 1 hour of receipt.
• Developed critical relationships with decision-makers in acute settings and insurance providers, leading to quicker customer transitions and increasing client satisfaction.
• Assisted with developing patient tracking CRM on current best practices, ultimately implementing existing PCC software.
• Ranked #1 associate in customer service and volume.

MedRisk Inc.

• Manage 100+ customer inquiries daily.
• Facilitated training and on-boarding for new hires
• Delegate and complete customer ticket requests within 1 hour of receipt.
• Named top Customer Service Representative for 2 consecutive months.

Senior Customer Service Representative

Wawa, Inc.

Store Manager

Customer Service Representative

Devereux

The Devereux Foundation is a nonprofit behavioral health organization that operates programs and services in 13 U.S. states, working with children and adults with developmental disabilities, emotional and behavioral disorders, and mental illnesses.

Supported daily operations; data entry, proofreading, and project management.

Data Research Analyst (Internship)

Experience:
8+ years; Customer Success, Account Manager, Data Research, Risk Analyst, and Team Lead with a demonstrated history of driving growth and reducing client churn.

Career Highlights:
6+ promotions, developed vital market strategies, managed a book of business of 100+ accounts, led training for 20+ associates, and achieved several customer service rewards.

Fun Facts: 
2014: Fell in love with Lily, a boxer terrier mix, and rescued her from a shelter.

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