Heather Robinette, MBA

AppOmni

AppOmni is the leading provider of SaaS Security Management software. AppOmni provides unprecedented data access visibility, management, and security of SaaS solutions, enabling organizations to secure mission-critical and sensitive data. AppOmni’s patented technology deeply scans APIs, security controls, and configuration settings to evaluate the current state of SaaS deployments and compare against best practices and business intent. With AppOmni, organizations can establish rules for data access, data sharing, and third-party applications that will be continuously and automatically validated.

• Led the optimization and integration of Salesforce, Groove, and LeadIQ, streamlining data flows and automating reporting, leading to a 30% reduction in manual data entry and a 20% increase in operational efficiency
• Built account scoring in Clay that incorporates weightings for employee size, tech stack, and industry to produce a score and tier used in dynamic territory planning for improving rep ramp time and quota attainment 
• Crafted an internal sales methodology called PIPE and created the fields, logic, and scoring in Salesforce to help guide the sales team during the sales process and improve VPs ability to understand opportunities at risk 
• Improved customer renewals by establishing automated workflows in Salesforce to manage upsells and renewals and enhancing cross-departmental collaboration between sales and customer success teams
• Developed Lead Scoring in HubSpot using fields, workflows, and calculated properties to create firmographic, behavioral, and demographic scores to equal the AQL score, which provided more flexibility and accuracy

Senior Revenue Operations Manager

Robinette Marketing

Part-time consultant helping companies with marketing, sales, and revenue operation needs. Experience in multiple HubSpot and Salesforce instances.

RevOps Consultant

Pavilion

Pavilion (formerly Revenue Collective) is a private membership for high-growth individuals who are looking to thrive in today's evolving business world.

Rising Executives School Graduate (June 2022). Learned the leadership, management, and core competencies needed to succeed at the executive level.

Enterprise GTM School Graduate (June 2022). Learned how to build and execute effective Enterprise GTM strategies.

Marketing School Graduate (May 2022). Learned how to improve skills as a marketer, manager, and ethical leader by covering the pillar disciplines of marketing and core tenets of sales. 

RevOps School Graduate (February 2022). Learned actionable insights into the core functions of a RevOps leader.

Revenue Growth Architecture School Graduate (July 2021). Learned the key skills, strategies, and scientific models needed to be a revenue growth architect, including the principles of recurring revenue, the GTM operating model, the SPICED methodology, identifying moments that matter, and more.

Associate Member

Peak Community

Peak Community is an invite-only private community of the best marketers and marketing leaders to connect, learn, and get 1% better each week.

Member, Emerging CMO

Asite

Asite helps people share information and build knowledge in a secure environment in the cloud. Every day, people all over the world use Asite to manage their projects and supply chains collaboratively to get the information they need – when and where they need it.

• Worked with the global sales teams to gain consensus on the sales process that was documented and operationalized using a 40-page Revenue handbook and rolled out system-wide changes in Salesforce and HubSpot
• Provided sales and marketing enablement training to 50+ users across systems such as ZoomInfo, LinkedIn Sales Navigator, 6sense, HubSpot, and Salesforce to increase adoption and user productivity 
• Developed and implemented a first touch/last touch attribution model using automation to provide cleaner, more accurate reporting to illustrate sales and marketing pipeline contributions 
• Laid off due to a company restructure that eliminated the RevOps team

Revenue Operations Manager

Conexlink (MyCloudIT)

Conexlink is a SaaS company committed to empowering every business to take advantage of the cost and performance benefits of delivering IT in the cloud. MyCloudIT provides automated solutions for moving businesses into the cloud and taking advantage of cost-saving optimization strategies.

• Grew HubSpot usage from a few emails to fully leveraging Marketing Hub, Sales Hub, and Service Hub which included building out automation for email campaigns and building out the knowledge base
• Established and documented the sales and marketing process and metrics, including starting weekly and monthly meeting cadences, which drove accountability across the entire team 
• Built and managed marketing and sales operations, including the tech stack, processes, and reporting across the company and teams 
• Promoted from Marketing Manager to Director of Marketing in 2020

Director of Marketing

Cunningham Group at RE/MAX Advantage

Cunningham Group at RE/MAX Advantage is a Las Vegas and Henderson-based real estate team serving dream-seeking home buyers, cutting-edge sellers, and investors. Community and Service are a core focus of our business. 

• Created KPI reporting to measure the success of omnichannel marketing efforts and align with company growth goals, which resulted in an ROI of 120% in 2016 
• Introduced paid search with Google Ads and Facebook Ads to the marketing strategy, which diversified lead sources and accounted for 20% of the revenue

Marketing Manager

SteelSentry

SteelSentry is the leading manufacturer of technical, industrial, and laboratory furniture in the United States. 

• Led a 5-person cross-functional team through the design and development of the first product catalog, which included working with different departments, overseeing the design, and meeting tight deadlines 
• Researched and developed easy-to-understand presentations and collateral for the sales team on customer product uses
• Provided recommendations to leadership on website changes based on Google Analytics and worked with the web admin to implement changes which resulted in an increase in website traffic

Marketing Analyst

Materials Transportation Company

Materials Transportation Company is an employee-owned company that was founded in 1946. MTC engineers, designs, and manufactures a complete line of integrated food process systems and battery-handling equipment to companies worldwide. 

• Collaborated with the VP of Sales to create sell sheets, and redesigned the product catalog and website, which increased website traffic
• Coordinated a large-scale trade show in Chicago involving logistics of equipment for MTC and a Polish partner company, booth design and layout, traditional and online marketing efforts, and a budget of $100,000
• Created and implemented initial training for 2 new sales coordinators, including procedure guides, hands-on training, and facility tours to introduce them to other departments

Sales & Marketing Administrative Coordinator

Oracle

Oracle Corporation (Oracle) provides products and services that address all aspects of corporate information technology (IT) environments, including application, platform and infrastructure.

• Created a training guide as part of the peer mentoring initiative to help new hires transition into their roles 
• Cultivated strong relationships with customers, identified and addressed business needs, and provided possible solutions  
• Developed and organized in-depth territory and account knowledge including contact information, current product ownership, current and future technology plans and targeted areas of opportunity

Business Development Consultant

Up until 2021, my career was centered on Marketing. I went to school for marketing, the first part of my career was in marketing, and everything seemed to be on track.

Then, in 2021, I was laid off as a Director of Marketing for a tech startup after roughly 60 days. Everything happens for a reason, right?  

I had the unique opportunity to spend time reflecting on my career and figure out what I really wanted to do next. And looking back, it all makes sense now.

In my previous role, the projects and tasks I enjoyed working on the most were centered around operations. 

After 2 short months, I was hired into a Marketing Operations role, and by day 3 (seriously), it became a Revenue Operations role as I started working with the sales, marketing, and customer success teams. 

Needless to say, Revenue Operations found me! 

A few highlights have been:
• Creating a Revenue Handbook to document and operationalize the global sales process 
• Building email automation and lead routing to help increase efficiency for the marketing team and decrease speed to lead time for the sales team
• Developing a First Touch/Last Touch Attribution model to reduce human error, improve reporting accuracy, and better illustrate pipeline contributions

AppOmni is the leading provider of SaaS Security Management software. AppOmni provides unprecedented data access visibility, management, and security of SaaS solutions, enabling organizations to secure mission-critical and sensitive data. AppOmni’s patented technology deeply scans APIs, security controls, and configuration settings to evaluate the current state of SaaS deployments and compare against best practices and business intent. With AppOmni, organizations can establish rules for data access, data sharing, and third-party applications that will be continuously and automatically validated.

The National Society of Leadership and Success

• Led cross-departmental initiatives to optimize workflows, resulting in a significant increase in organization-wide productivity.
• Developed and implemented comprehensive dashboards and reports to track sales activities and key metrics, enabling data-driven decision-making processes.
• Engineered an automated import process using custom Google Spreadsheet macros and HubSpot workflows, reducing the Intern Recruitment Coordinator's workload by 15-20 hours weekly and increasing intern hires by 25%.
• Efficiently deduplicated and standardized 5,000+ company records, enhancing data quality and enabling effective company data enrichment.
• Successfully project managed and executed the migration of the Customer Success team from a home-grown CRM to HubSpot.
• Established an internal company wiki to centralize documentation and training resources, fostering improved knowledge sharing and team collaboration.

Director of Revenue Operations and Enablement

RevOps Lab

Helping companies plan and develop Revenue Operations strategies to optimize Sales, Marketing, and Customer Success while making the most of their HubSpot portals.

Certified Mastery

Co-founded an education company focused on developing a mastery training, assessment, and certification model aimed at empowering professionals to compete for career opportunities based on impact rather than pedigree.

• Implemented and managed forms, workflows, lists, properties, and emails within HubSpot to track campaigns, score leads, and nurture leads into customers.
• Developed and documented repeatable processes for monthly paid workshops and virtual bi-weekly inbound marketers' mastermind meetings, handling invites, registration follow-ups, and post-event communications.
• Hosted monthly RevOps mastermind hour Zoom sessions, facilitating discussions on Revenue Operations strategies and best practices.
• Co-hosted monthly inbound marketing mastermind hour Zoom sessions, fostering collaboration and knowledge-sharing among marketing professionals.

Cofounder

HubSpot Super Admin

Sprocketeer Member

Member

MO Pros

Helping spread the word about this fast-growing community of over 1,300 Marketing Operations Professionals. If you have a burning desire to learn, lament, or lurk in the company of like-minded MOPs, head here to join! https://themopros.com/signup/

Member and Ambassador

Instructure

• Collaborated with EMEA and APAC sales and marketing teams, managing all Revenue Operations (RevOps) requests and ensuring alignment between departments.
• Led the successful migration of Portfolium's data from HubSpot to both Marketo and Salesforce, optimizing data management and integration across platforms.
• Adapted Portfolium’s workflows to align with Instructure's RevOps systems, enhancing operational efficiency and cross-functional collaboration.
• Presented monthly sales and marketing reports to regional marketing teams on an international scale, providing insights and actionable recommendations for strategic decision-making.
• Revised and implemented a streamlined GDPR-compliant marketing opt-out process, ensuring compliance and enhancing customer data privacy practices.

Sr. Marketing Automation Manager, International

Portfolium (acquired by Instructure)

Portfolium is an innovative online platform empowering students to showcase their knowledge and experiences in an interactive environment, facilitating collaboration with employers, peers, and mentors for valuable feedback and career opportunities. Our mission at Portfolium is to streamline the transition from academia to professional life by connecting talented students with employers seeking their unique skills and potential.

What you do matters. Show it on Portfolium: Portfolium.com

At Portfolium, I played a pivotal role in building and optimizing operational processes across marketing, sales, customer success, and product teams, despite resource constraints.

• Collaborating across departments to establish an efficient operations framework, enhancing productivity and alignment.
• Implementing strategies that significantly increased lead generation across all stages of the sales funnel while reducing time to lead.
• Providing comprehensive support to sales teams on various Revenue Operations (RevOps) functions, including lead scoring, workflows, marketing initiatives, and territory assignments.
• Successfully onboarding new sales team members with tailored training programs to accelerate ramp-up and productivity.

Cofounder and Revenue Operations Manager

Jobelephant.com, Inc.

• Utilized FileMaker to build and process client orders, ensuring accuracy and efficiency in order management.
• Researched and evaluated various media venues to recommend cost-effective advertising solutions that aligned with clients' needs and budgets.
• Designed and formatted recruitment advertisements for placement in major newspapers, trade journals, and online job boards.
• Prepared price quotes and negotiated advertising commissions with print publications and online platforms to optimize client investments.
• Coordinated the reservation of ad space and ensured timely delivery of artwork to publications, maintaining seamless execution of advertising campaigns.

Advertising Account Executive

Spectrum Marketing

Project Manager

• Collaborated closely with clients to implement print and direct mail solutions that aligned with budgetary constraints and marketing objectives, consistently exceeding customer expectations.
• Achieved top sales producer status within 18 months by effectively promoting print and production services and providing clients with value-added cost analysis on paper quality, printing options, and press run quantities.
• Managed and analyzed data for in-house branding and marketing strategies, overseeing print, mail, and email campaigns to effectively promote products and services.

Assistant Project Manager

• Led operational processes including pricing, invoicing, and purchasing for multiple concurrent projects, ensuring timely delivery of products within budget and quality specifications.
• Optimized operations by outsourcing print and bindery services, reducing human resource costs while enhancing productivity and quality.
• Coordinated vendors, production scheduling, and USPS mail drop shipments for time-sensitive projects, ensuring efficient project execution and delivery.

Marketing Intern

• Managed all accounting processes using Sage Peachtree, handling daily transactions, payroll, and financial reporting on a monthly and yearly basis.
• Designed templates and supervised production for "Variable Data" digital press production jobs, implementing addressing, barcoding, and customer personalization to enhance marketing effectiveness.

Project Manager: Sales, Marketing and Advertising

Creative and resourceful problem solver and SaaS Revenue Operations (RevOps) leader, specializing in EdTech B2B and B2C strategies. With over 10 years of hands-on experience as a HubSpot administrator, I am a HubSpot power user and continuous learner, proficient in maximizing CRM and marketing automation platforms such as HubSpot, Marketo, and Salesforce.

I'm experienced in implementing complex HubSpot API app integrations, enabling seamless connections with tools like Gmail, Asana, Slack, Zapier, GoToWebinar, Zoom, DepositFix, SMSZap, PandaDoc, and Sakari to enhance operational efficiency and drive business growth.

As a co-founder of Portfolium (acquired by Instructure in 2019), I played a pivotal role in developing and scaling innovative solutions within the EdTech space. Explore my portfolio at Portfolium Profile to see firsthand my contributions and achievements.

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Heather Robinette, MBA

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