Providing fractional revenue operations services, defining sales and GTM strategies, pricing models, and RevOps technology requirements and CRM design and administration.

- Established core revenue operations across sales, marketing, finance, and customer success to make improved data-driven business decisions and accelerate growth. - Led go-to-market (GTM), ICP-based targeting, and pricing strategy development for Financial Advisors and Wealth Management segments and defined RevOps processes that improved revenue predictability. - Customized Salesforce CRM and grew target prospects by 10x with segmentation and tiered structure for more effective prospecting, and operationalized Deal Desk that improved forecasting and deal closure. - Aligned cross-functional teams that enhanced revenue cycle processes, resulting in increased ARR and improved customer retention.

- Globalized marketing intelligence and operations, improving team collaboration and performance analytics, optimized budget spend while reducing overall costs, and enhanced forecast accuracy. - Developed a commercial revenue growth model across Strategic Accounts, Global Marketing, Sales Operations and Enablement, and Revenue Operations contributing to over $400M in expanded revenue. - Surpassed annual goals with 127% achievement through data-driven strategy and operational enhancements.

- Scaled revenue from $70M to $100M by optimizing GTM execution, team efficiency and effectiveness. - Redesigned revenue operations and introduced ’Path-to-the-Number’ methodology for planning and analyzing data to deliver meaningful insights that drove pipeline and revenue growth. - Established and scaled BDR/SDR function by aligning teams to later buyer stages that doubled pipeline contribution 2x which led to improved sales win rates and shortened sales cycles. - Restructured sales operations infrastructure to enable teams to execute more agile, while improving planning processes and operational efficiencies at a reduced cost.

- Increased revenue (ARR) through methodical approach to revenue operations and marketing execution. - Drove 87% of new pipeline through marketing-specific initiatives, doubling global demand generation and increased conversion efficiency. - Established BDR/SDR function and implemented a lead-to-revenue attribution model that enhanced revenue operations performance and quality of sales pipeline. - Led sales operations, territory planning, quota commission plans, and redesigned CRM to optimize forecasting and sales performance management while maintaining complete data hygiene. - Strengthened GTM and pricing strategies, while enhancing brand positioning, and optimizing team efficiency with reduced program costs.

- Led company growth from $80M to $250M, increasing pipeline by 313% YoY with methodical approach to GTM strategies, revenue operations, and campaign management. - Enabled scalable campaign execution that improved ROI across demand generation and pipeline growth. - Integrated multiple acquisitions (M&A) while leading global teams in complex external communication strategies, and introduced new pricing models and formalized deal desk processes.

- Hired into newly created role to manage global GTM, revenue operations, marketing, RFP, inside sales, partnership relationships, and business development teams (BDR/SDR). - Scaled company from $4M to $40M+ and drove consistent year-over-year growth with 70% of new sales pipeline contributed directly from lead generating campaign execution. - Exceeded annual booking targets with strategic mid-funnel marketing and nurture programs, and expanded cross and up-sell pipeline growth with introduction of new products and effective go-tomarket and pricing strategies. - Led IPO readiness including communications strategy, executive media training, financial analyst relations, and global investor road show presentations.