Functional Skills
Business Analysis
Business Operations
Business Development
Strategic Planning
Operations Management
Sales Operations
Vendor Management
Content Strategy
Revenue Cycle Optimization
Product Data Management
Data Analysis
Go-to-market Strategy
Customer Relationship Management
Accounting
Investor Relations
Software Skills
Salesforce
Hubspot
Outreach
Netsuite
Microsoft Excel
Sector Experience
Business Services
Financial Services
Healthcare
Technology
Transportation & Logistics
Experience
TechTended
Operations
Co-Founder
3/2025 - Present
Consulting partner helping growth-stage and mid-market companies scale revenue. We blends strategy, operations, and technology expertise to streamline sales processes, optimize RevOps, and design reporting frameworks. Clients work with us to quickly identify gaps, implement solutions, and drive measurable outcomes—getting senior-level expertise without adding full-time headcount.
PORTEX
Operations
Headof Operations
1/2024 - 1/2025
Driven 200% increase in leads and revenue in 6 months due to optimizing the GTM tooling and process including automations utilizing Salesforce, Clay, Outreach, and ZoomInfo. Own the end-to-end Revenue organization—from developing outbound strategies and leading demos to managing sales processes, onboarding, and customer success. Organize and manage all Business Operations including HR/Recruiting, Finance, Investor Relations, Internal Team management, all tooling, and all processes. Build strategic plan with metrics and tracking to drive aligned company milestones. Manage and measure 8-10 external vendors including Marketing, Design, Sales Development, Sales, GTM Engineering, Accounting, Finance, Product, Legal.
ScaleOptima
Operations
Co-Founder, Headof GotoMarket &Content
1/2023 - 1/2024
Managed Revenue Operations consulting engagements, success of which led to the attempt to start the software component of the company. Spearheaded the ideation, design, and initial product development through user interviews and research, leading to a well-received platform in the market. Developed a comprehensive content repository with over 200 templates and best practices, significantly improving leadership and functional optimization. Directed the onboarding and success of Alpha CEO users, resulting in enhanced platform utilization and customer performance. Built an AI strategy leveraging customer data and content to create custom, usable documents, driving operational efficiency.
Skipify
Operations
Senior Director, Strategy &Operations
1/2021 - 1/2023
Built and scaled all operational functions, including people operations, finance, accounting, and business operations, supporting rapid organizational growth. Directed the Go-to-Market (GTM) team, developing sales, onboarding, and customer success processes that resulted in four net new deals within two months. Built the Revenue Operations process, tooling, and playbooks from scratch including Sales, Onboarding, CS, and Partnerships. Launched new products in testing and Beta phases by closely collaborating with product and GTM teams, effectively capturing and onboarding early adopters. Acted as the product lead alongside the CTO for nine months, driving product development from concept to launch. Played a key role in the acquisition of GoCart, supported fundraising efforts, and managed investor relations, contributing to overall company success.
Augment CXM
Operations
Headof Operations
1/2019 - 1/2021
Managed a cross-functional team encompassing Customer Success, finance, HR, analytics, and administration, ensuring seamless operations across the organization. As a leadership team member, contributed to all key strategic decisions, including product and GTM strategies, driving business growth. Implemented comprehensive operational policies, including monthly OKRs and bi-weekly metrics reviews, enhancing transparency and accountability across departments. Guided the organization through significant challenges, including COVID-related layoffs, fundraising rounds, organizational restructuring, and a full company pivot.
Cobalt.io
Operations
Revenue Operations Lead
1/2018 - 1/2019
Established and led the Revenue Operations department, facilitating company growth from 40 to ~100 employees and scaling revenue from $5M to ~$12M ARR. Developed and executed GTM strategies, managing headcount, organizational structure, quotas, and growth initiatives to drive sales success. Led special projects, including the creation and temporary management of a Business Development Representative (BDR) department, significantly impacting revenue growth. Developed and maintained key performance indicators (KPIs), analytics, and reports, providing critical insights for strategic decision-making.