Revenue Operations strategy engagement across 13 industries — aligned sales, marketing, and customer success around a unified revenue funnel. Designed CRM architecture, KPI dashboards, and quarterly review cadences. Helped clients move from siloed teams to a fully integrated RevOps motion with measurable pipeline impact.
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Pipedrive RevOps audit for a SaaS startup. Diagnosed broken pipeline stages, misaligned deal properties, and manual reporting gaps. Rebuilt the full CRM with clean stage definitions, automated activity reminders, and custom dashboards. Delivered 50+ audits across SaaS, fintech, and services clients.
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69
Salesforce pipeline redesign for an enterprise B2B company — built custom deal stages, forecasting categories, and opportunity scoring. Reduced pipeline review time by 60% and achieved 3x visibility across the revenue team. Integrated with marketing automation for full-funnel tracking.
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64
Portfolio Overview
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