United States
Your revenue team runs on dashboards, but your pipeline data doesn't add up. Your sales and marketing numbers tell different stories, and when leadership asks what's actually driving growth, no one can give a confident answer. The reports exist, but the narrative is lost. That's a RevOps problem. It's fixable, but not by adding another full-time hire before you know what you actually need. A fractional RevOps director gets you the strategic layer you're missing: clean data, aligned reporting, and a revenue narrative your whole team can execute against. You find out exactly what good RevOps looks like in your business before you commit to a salary, a level, or a scope. At CMX1, I built the RevOps infrastructure that contributed to a 32% ARR increase in 2023 by aligning Sales, Marketing, Customer Success, and Finance around a single revenue narrative and strategy. I've since helped SaaS companies clean up pipeline data, rebuild reporting architecture, and implement enablement programs that actually get adopted. I work with B2B SaaS companies on a fractional basis. If your revenue data exists but nobody trusts it, that's where I start. Specialties: Forecasting & Revenue Strategy | SaaS Growth | Funnel Optimization | Sales Enablement & Playbooks | Salesforce Admin
I support SaaS companies on a fractional and contract basis by delivering data-driven revenue growth strategies and funnel process enhancements. My work combines strategy, data, processes, enablement, and systems to help leadership teams scale faster with forecast accuracy. I design and implement RevOps programs that improve forecasting accuracy, streamline reporting, and align revenue teams. This includes conducting full-funnel audits across data, forecasts, processes, playbooks, and internal systems to uncover growth opportunities and translate findings into actionable project roadmaps. Partnering with executive leaders, I help establish revenue targets, commission structures, pricing models, and territory assignments that support sustainable growth. I build funnel processes that align with GTM strategies and improve system usability. I lead Salesforce projects such as workflow automations, integrations, and routing logic to support scalable GTM operations. In addition, I develop and deliver enablement programs, including playbooks and onboarding, that drive adoption of new processes. System experience: Expert - Salesforce, HubSpot, Tableau, ZoomInfo, Chorus, Gong, LinkedIn Sales Navigator, LeanData, Excel, SOQL, Maxio (formerly SaasOptics), Xappex, Groove, Outreach, Salesloft, Atlassian (Jira), Qualified, ChiliPiper, Calendly, Plauti, Cloudingo, Zapier, ZenDesk, ScratchPad Familiar - Sage, Snowflake, Microsoft Power BI, Marketo, 6Sense, Salesforce Marketing Cloud, Clay, Semrush, MailChimp, Apollo, Salesforce Service Cloud, ChurnZero
Engaged as a fractional Marketing Ops/RevOps consultant to revamp reporting and attribution infrastructure for a growth-stage B2B company where leadership lacked confidence in narrative development. - Led a full audit of lifecycle processes, reporting, lead sourcing/attribution, lead scoring, and HubSpot configuration. - Designed a tiered reporting architecture (board, performance, operational) aligning each report to its audience and decision type, eliminating duplicative dashboards. - Resolved attribution issues across HubSpot and Salesforce, including inconsistent lead source values and a workflow silently overwriting source data, and built an MQL source workflow to capture attribution at the point of conversion. - Built activity and firmographic lead scoring with time decay, validated against real data before automation. - Ran a full HubSpot governance audit of forms, workflows, and lifecycle logic. Corrected duplicative workflows and logic. - Activated email nurture sequences and standardized trade show lead handling.
I governed the data-driven growth strategy to maximize revenue and inform our GTM plan. I created a cross-functional environment with the sales, finance, business development, marketing, customer success, and solution delivery teams to optimize productivity and reduce costs. I managed our funnel processes across all channels, including strategic partnerships. These efforts contributed to a 32% increase in ARR in 2023. Aligning with our strategic initiatives and GTM plan, I streamlined our processes throughout the funnel to maximize efficiency and create more effective reports. Reported on funnel metrics, revenue growth, loss rates, customer health scores, churn rates, and sales KPIs. These reports were used for forecasting, target creation, commission structures, pricing models, budgeting, market/channel selection, and board meetings. Serving as the internal technology admin, I built scalable systems and automations, including lead routing logic, CPQ packages, validation rules, and customized reporting infrastructure. I also led enablement and onboarding efforts for new hires, equipping teams with the tools, processes, and strategies they needed to succeed while ensuring long-term adoption and retention through ongoing training and support. Systems used: Salesforce (including CPQ), HubSpot, Tableau, Groove, Outreach, LinkedIn Sales Navigator, ZoomInfo, LeanData, Chorus, Google Analytics, DocuSign, MavenLink, Monday, Maxio (formerly SaasOptics), ChiliPiper, Snowflake, and Semrush.
I maintained our tech stack and managed projects involving Salesforce. As the Salesforce Administrator, I created, maintained, and improved flows, processes, email alerts, validation rules, permissions, integrations, and other tools. I also coordinated and led requirements-gathering meetings for relevant projects in a cross-functional setting. My most recent project was the implementation of a new lead routing tool, LeanData. I automated as many processes as possible to enhance efficiency and data quality. I upgraded and automated funnel processes, including lead routing, opportunity creation with relevant fields populated, and sales cadences. Additionally, I created and analyzed reports and dashboards in Salesforce and Excel using Xappex, which helped drive data-informed decisions. These reports were used to track funnel metrics, revenue growth, forecasting, customer health, churn, and sales KPIs. By optimizing Salesforce page layouts and list views, I aimed for maximum efficiency and minimal clicks. I also used related quick links, inline editing, screen flows, paths, global actions, and in-app guidance to create the best user experience possible. I trained new and existing Salesforce users on how to effectively use the platform and its integrations, and I enforced best practices by holding regular enablement sessions.