Level Data

• Led revenue optimization efforts by collaborating with cross-functional teams to enhance revenue operations at Level Data.
• Acted as a strategic consultant to key stakeholders in the GTM and Post Sales functions to drive revenue growth.
• Implemented data-driven strategies to streamline processes and improve revenue generation for the company.
• Successfully increased revenue by leveraging innovative solutions and fostering a culture of continuous improvement.

Head of Revenue Operations

SalesOps.io

Advising high-growth tech companies on commercial processes, tools, and analytics.

Rev Ops Expert

RevOps Rx Consulting LLC

Owner and Managing Consultant

Loop

Developing a Revenue Operations department by creating and implementing a roadmap that aligns with Loops’ vision and revenue goals. Leading the implementation of CRM and Tech Stack. Collaborating with executive staff to execute new revenue growth strategies
- Devising and executing the sales customer journey.
- Spearheading and directing the development of Salesforce architecture to meet the needs of the business.
- Developing all reporting and analytics for sales, executive staff, and investors.
- Supporting marketing and customer experience through operational strategies and reporting.

Toptal

Ensured successful execution of revenue operations initiatives by supervising and mentoring a top-notch team. Leveraged 9-box methodology to design account segmentation approach with key focus on buyer profiles, company demographics and company spending. Facilitated SMB sales teams for transactional and strategic accounts. Tracked sales velocity and conversions by developing dashboards for organizational effectiveness. Performed regular financial analysis and advised executive leadership on business performance and market trends for operational efficiency. Executed and monitored all aspects of sales stack, including Salesforce, ZoomInfo, and SalesLoft. 

-	Devised and executed lucrative strategies that resulted in achieving 5% more revenue per account.
-	Spearheaded and directed the development of a top-performing team of BDR and SDR generating revenue valued at $2M+ in a short span of 10 months.
-	Led the development and implementation of revenue operations strategies to drive growth and maximize profitability resulting in 30% YOY growth for 2022 revenue of $160.7M
-	Defined, developed, and implemented an OKR framework for both the VP of SMB and CRO to understand leading indicators of SMB’s pipeline and performance.

Senior Manager, SMB Revenue Operations

Revenue Operations Manager, SMB

Improved company performance by managing end-to-end operations of revenue forecasting process while formulating business decisions. Facilitated in training and development of top-performing sales representatives to drive results and improve performance. Devised and developed compensation plans for highly qualified employees. Maintained accuracy as well as provide insights on sales performance by monitoring data and reporting systems.
 
-	Improved and maintained sales efficiency by streamlining processes and reducing administrative tasks.
-	Structured viable sales strategies and implemented sales curriculum while managing CRM (Salesforce).
-	Planned and executed sales operations, enablement program, and effective strategy, supporting 15% YOY growth during 2020.

Sales Operations and Enablement Manager

Benefitfocus

Gathered precise data and generated ad hoc reporting for marketing and sales teams. Oversaw all aspects of contract and opportunity close process for sales department. Cultivated and executed effective training plans for growing sales operations team. Established key metrics for customer targeting while aligning territories to create more equitable market areas. 

-	Deployed sales stack tools, enabling salespeople to generate leads, maintain contact information, build proposals, acquire signatures, and communicate efficiently with the team and clients.
-	Created a process workflow to monitor renewals, resulting in higher retention rates and increased awareness of renewal opportunities.
-	Formulated and implemented robust strategy to drive seamless operations across organization.
-	Prepared sales operations strategy based on top-notch teams of 50 salespeople in SDR and Inside Sales, supported an increasing revenue YOY by 12%

Senior Sales Operations Analyst

ADESA

Leveraged advanced skills of Tableau to generate KPIs for sales performance and results management. Identified evolving needs and deployed lead retrieval system for industry tradeshows. Planned and directed acquisition-to-market strategy with reference to sales department. Played a vital role in delivering process improvements through SOPs for operational efficacy. Managed overall content locker and mobile equipment to support sales enablement. 

-	Provided leadership and assisted the executive staff with developing reports and analytics to tell a story and influence direction.
-	Delivered and managed digital sales enablement content locker for 500+ sales teams.
-	Successfully created and managed four budget components regarding sales department. 
-	Developed a successful “Demand Generation” program, by establishing and strengthening professional relationships with the marketing department, resulting in a 10% MOM increase in leads.

Dealer Sales & Services Operations Manager

Dealer Sales Operations Specialist

BidPal

Resolved customer queries in a timely manner by identifying root cause analysis and implementing necessary actions. Created process enhancements by liaising with executive team for both operations and sales, including onboarding and training. Spearheaded end-to-end operations of upcoming events. Increased sales by providing technical sales support. 

-	Played an integral role in successfully closing and executing 500+ deals.
-	Secured $100K on annual basis by developing process efficiencies and automation around client communication in Salesforce and Zendesk.

Manager, Operations

Audio Visual Solutions

Managed all sales and operations of audio visual services on property.  Trained and directed team while managing P&L.
•	Successfully led location to be most profitable within company
•	Increased revenue by 164%
•	Drove labor to revenue down by 12%

Director of Audio Visual Services

Expert in developing and implementing compelling GTM strategies in all areas of demand generation, business analytics, and work flows that win customers, and deliver measurable, revenue-generating outcomes. Recognized for enabling revenue growth through portfolio management, effective leadership, and providing business insights giving the right person the right metric at the right time to create the right impact. Track record of exceeding revenue targets and maximizing operational efficiency by developing and implementing revenue operational strategies. Proven success in formulating sales strategies and providing guidance to achieve KPI targets. Adept at leading, training, and empowering teams and individuals to ensure attainment of set visions and objectives. Proficient in planning and finalizing complex start-up businesses from inception to successful completion. Excellent communication (verbal & written), presentation, decision-making, business development, and attention-to-detail skills with an innate ability to navigate complex organizations to grow revenue.

🧹 My favorite way to audit your CRM for data quality in under 2 hours

Most leaders think a CRM audit takes weeks.
It doesn’t.
You can get a shockingly accurate picture of your data health in about 90–120 minutes if you know where to look.

Here’s my go-to quick audit:

1️⃣ Stage-by-Stage Hygiene Check

Open your pipeline and review:
  • Deals stuck 30+ days past the expected timeline
  • Missing next steps
  • Stages with “everything” or “nothing” in them

This alone exposes half your forecasting and process issues.

2️⃣ Field Completeness Scan

Pick the 10–12 fields that matter: ICP criteria, contact info, deal source, product, timeline, close reason , etc.

Run a quick completeness report.
If even a few of these are <80% complete… you’ve found your first win.

3️⃣ Duplicate & Ownership Audit

Search for duplicates in accounts, contacts, and leads the old-fashioned way: filters + eyeballs.

Then look for records with no owner or the wrong owner.

Bad ownership = bad follow-up = lost revenue.

4️⃣ Lead → Opportunity → Customer Flow Check

Follow 10–20 random records through the funnel.
Ask:
	•	Did it follow the process?
	•	Did it get routed correctly?
	•	Did handoffs happen?

This exposes broken automations and silent revenue leaks fast.

5️⃣ Automation & Workflow Spot Test

Turn off all the noise and test the 3–5 workflows that power your GTM engine, lead routing, lifecycle stages, deal creation, renewals, etc.

You’ll usually find one that’s been “quietly broken” for weeks.

💡 You don’t need a full rebuild to understand your CRM’s health.
You just need the right places to look.

Clean data isn’t a luxury, it’s the foundation of predictable revenue.

If you want the full audit checklist I use with clients, just comment “AUDIT” and I’ll send it.

#RevOps #RevenueOperations #CRM #HubSpot #Salesforce #DataQuality #GTM #SaaS #RevOpsConsulting #InflectionPointe

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