REVOPS WITHOUT
THE RAMP.
Strategic revenue operations insights
delivered in three weeks, not six months.
Strategic revenue operations insights
delivered in three weeks, not six months.
You need strategic RevOps thinking - someone who can diagnose inefficiencies, build scalable systems, and drive revenue impact - but you can't justify another $150K+ full-time hire.
Your Sales and CS teams are operating in silos. Your forecasting is guesswork. Your data tells stories, but no one's listening. Everyone's too busy executing to step back and fix the foundation.
I bring Enterprise rigor to growth-stage companies. I've spent years building RevOps infrastructure, driving multi-million dollar revenue impact, and operationalizing strategy across sales, CS, and finance functions.
Enterprise SaaS company was bleeding revenue through mid-contract downgrades.
What I Did:I led a SQL-driven retention analysis with Finance, uncovering how downgrades not only cut MRR immediately but also depressed downstream renewal rates. I built the business case, secured executive buy-in, and drove a 20-person cross-functional team to implement a new policy, rolling it out to 3,000+ reps across Support, Sales, CS, and Contract Management.
Impact:The policy saved $2.4M in ARR in just four months, on track to deliver $20M annual impact. It became company-wide, embedded in the 2026 strategic plan, and is expected to boost GRR by +0.2 points.
SaaS company with 400+ CS reps had no standardized performance tracking or activity visibility.
What I Did:I designed and launched the Customer Success KPI Insights Program, creating tiered dashboards for reps, managers, and executives to surface daily actions, team performance, and regional trends. I also managed ongoing strategic relationships with Regional Directors to ensure adoption and alignment.
Impact:The program empowered 400+ reps and managers with data-driven decision-making, drove measurable improvements in call volumes and alert work rates, and established a scalable reporting foundation for retention initiatives across all CS segments.
Manual account transfer process couldn't scale with rapid growth, causing regional backlogs and imbalanced CS allocation.
What I Did:I redesigned the CS Account Transfer Program using SQL-based eligibility automation, standardized fragmented regional processes, and led cross-functional alignment across RevOps teams to ensure smooth execution.
Impact:The new process enabled 1,000+ account transfers per month ($1.5M+ MRR), supported 300+ CSMs globally with streamlined workflows, and reduced manual effort while quickly realigning customers to the correct CS relationships.
Series A SaaS company serving seasonal businesses couldn't distinguish seasonal churn from permanent churn.
What I Did:During my first discovery call with the CRO, I identified a forecasting blind spot and proposed a lightweight seasonality indicator. After validating the insight, I designed a solution to improve forecasting, optimize CS resources, and support pricing experiments.
Impact:The approach enabled the company to separate seasonal pauses from true churn, unlocked smarter CS resource allocation and pricing opportunities, and was delivered as a strategic memo with a clear implementation roadmap.
What I Deliver:
How We Execute:
Once you see the impact of the sprint, here's how we can keep working together:
| Plan | Description |
|---|---|
| Additional Strategic Insights Package |
Full strategic memos for each P1 roadmap - detailed execution guides with instructions, templates, and more. |
| Weekly Retainer (Implementation Support) |
Embedded weekly support for active execution projects. |
| Monthly Retainer (Strategic Guidance) |
Ongoing strategic advising, monthly check-ins, ad-hoc analysis as needed (3-month minimum). |
Ready to identify your highest-impact RevOps
opportunities in three weeks? Let's talk.