Client Work · Milestones · Outcomes

Revenue systems, engineered and delivered.

A selection of engagements — the systems built, and the milestones reached, across SaaS, fintech, education technology, and high-growth organizations.

LegalZoom

2005 – 2013
Senior Sales Representative

Early-career sales leadership — the operator foundation behind the systems work that followed.

  • Led a team of 14 sales representatives to exceed revenue targets
  • Developed and launched a social-media pilot program to drive brand awareness
  • Trained and managed reps, representing the brand at national trade shows

BrainPOP

2021 – 2022
Revenue Operations Consultant · via Go Nimbly

Led a complete CRM platform transition and analytics overhaul for the education-technology leader, with no disruption to live revenue workflows.

  • Led end-to-end CRM migration from NetSuite to Salesforce with zero disruption to revenue workflows
  • Deployed multi-level sales analytics and executive dashboards for pipeline health, forecasting accuracy & rep performance
  • Architected a scalable renewal-operations process leveraging Mixmax
  • Resolved systemic GTM automation errors — reducing help-desk support tickets by 30%

Altium

2023
Sales Operations Analyst

Stood up executive-grade sales reporting for a global leader in electronic design automation (EDA) software.

  • Built sales analytics and reporting for the COO and C-Suite
  • Created sales forecasts to guide executive decision-making

Zata Corp

2023 – 2026
Sales Operations Manager

Owned the sales-operations function and the core GTM tech stack, raising team productivity and revenue.

  • Led the HubSpot implementation across the sales organization
  • Integrated Zoom Communications and LinkedIn Sales Navigator to streamline processes
  • Improved overall efficiency, driving productivity and revenue growth

ProSites & Booster Fuels

Independent engagements
Revenue Operations Consultant · Kinetic RevOps

Partnered with high-growth and enterprise organizations to design, implement, and optimize revenue systems, data infrastructure, and go-to-market operations.

  • Architected CRM ecosystems across Salesforce, HubSpot and adjacent tools
  • Designed scalable RevOps frameworks across sales, marketing & customer success
  • Built analytics layers, dashboards and data pipelines for executive decision-making
  • Automated workflows to reduce operational friction and increase velocity

MXI Finance

2026 – Present
Fractional Chief Revenue Officer

Brought in to design and scale a modern revenue engine for a borderless financial platform bridging fiat banking with Web3-native infrastructure — a full-stack transformation, not incremental optimization.

  • Architected end-to-end revenue operations, from pipeline generation through expansion
  • Built an autonomous RevOps framework powered by agentic AI across sales, marketing & customer success
  • Deployed AI-driven decision systems operating in real time
  • Designed scalable go-to-market systems for global deployment

Engagements delivered independently and through partner agencies. Metrics as reported by the client or project team.

Build a revenue engine designed to scale.

Growth should not depend on heroics. It should be the outcome of a well-designed system.