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Summary

Highly accomplished B2B SaaS Revenue Operations leader. Proven track record of success in shaping organizations' revenue growth through comprehensive change management, strategic planning, data quality, process optimization, and implementing best-in-class technology stacks. Adeptly fosters cross-functional collaboration, translates data into actionable strategies, and streamlines customer journeys generating millions in net new revenue. 

Career Accomplishments

  • Built and managed 2 Revenue Operations departments from the ground up
  • Led the implementation of Growth Flywheel methodology for 3 B2B SaaS organizations
  • Deep experience building revenue and sales reports and dashboards for executives and boards/investors
  • Background reporting to CROs, CFOs, and CMOs
  • Negotiated a multitude of substantial tech stack discounts saving over $2M in annual recurring costs
  • Led multiple, In-depth systems migrations and integrations
  • Supported numerous, fully remote Sales, Marketing, Service, Finance, Product, and Engineering teams

Tech Stack Experience

HubSpot Enterprise: CRM, Operations Hub, Sales Hub, Marketing Hub, Service Hub, CMS

Sales Enablement Tools: Hubspot Sales Hub Suite (Call Intelligence, Sequences, Documents, Templates, Meetings) HubSpot Chat Bot & Live Chat, ZoomInfo, Vidyard, LinkedIn Sales Navigator, Sigstr, LinkedHub

Contract Management Tools: HubSpot Quotes, PandaDoc, DocuSign

Calling Platforms: HubSpot Calling + Call Intelligence, Zoom Phone, Aloware, RingCentral, DialPad

Marketing Tools: HubSpot (Lead Scoring, Workflows, SEO, Email Marketing, Forms, Social, Ads), Moz, SEMRush, Seventh Sense

CMS Platforms: HubSpot & WordPress

Project Management Tools: HubSpot Projects, Monday.com, CoSchedule, Asana

Work Experience

Director of Revenue Operations

20222022
iDonate, Dallas, TX

Built and led new Revenue Operations department. Optimized growth and scale via a strategic Inbound Flywheel approach that centralized Sales, Marketing, Customer Success, Operations, and Finance teams to provide a consistent experience across entire customer lifecycle.

KEY ACCOMPLISHMENTS:

  • Optimized revenue and partnered with senior leadership in designing and deploying GTM strategies.
  • Developed single source of truth data = high confidence data-driven decision for senior leadership and board
  • Broke down existing silos between teams and departments.
  • Enabled employee and team efficiencies and effectiveness through crafting new processes, implementing best-in-class technology, and leading trainings.
  • Owned company tech stack and vendor relationships, negotiating contracts and ensuring optimizations of tools and ingetrations.
  • Owned, developed, and governed our HubSpot instance that included CRM, Marketing, Sales, Service, Operations Hubs and CMS.
  • Managed team including RevOps Technologist, 3 CRM Data Specialists, and HubSpot Agency.
  • Developed and implemented employee RevOps ticketing system to support internal customers.

Revenue Operations Manager

20202022
LTK, Dallas, TX

Played a dual "athlete" role leading the development, implementation, and onboarding of our new HubSpot CRM and Sales Hub for our USA Sales team, while also supporting the VP of Marketing in launching our B2B Marketing programs, strategies and new website.

KEY ACCOMPLISHMENTS

REVOPS:

  • Resident HubSpot Growth Suite Subject Matter Expert (CRM, Sales, Operations, Service, Marketing Hubs + CMS)
  • Championed the purchase of the HubSpot Growth Suite to architect an organizational growth flywheel
  • Secured a 50% discount on HubSpot products saving company over $123k annually
  • Led successful migration, implementation, and adoption of HubSpot enterprise CRM + Sales Hub from NetSuite
  • Delivered industry-leading CRM, Deal pipelines + automation, contract management platform
  • Partnered with Product + Engineering to architect HubSpot <> LTK Brand Partnership Platform and NetSuite integrations
  • Managed HubSpot Agency + NetSuite Agency relationships
  • Built and deployed cross-functional RevOps support team HubSpot ticketing system + reporting to bring process and efficiency to internal customers
  • Stepped up to fill a gap as Interim BP HubSpot CRM administrator and interim BP HubSpot cross-department internal customer support agent triaging all requests + issues

    DEMAND GENERATION:
  • Supported Vice President of Marketing by architecting HubSpot marketing revenue attribution reporting dashboards
  • Supported Marketing leadership developing new Brand Partnerships USA website providing HubSpot CMS strategy, developing site map, building landing pages and conversion forms, training team members on CMS, and recommending optimizations
  • Recommendation of new HubSpot Marketing agency led to Marketing leadership's selection decision
  • Supported Director of Demand Generation onboarding by training on HubSpot Marketing Hub and CMS

B2B Marketing Director

20192020
LTK, Dallas, TX

Hired as B2B Marketing Director managing the development of a new B2B marketing department. Devised strategies that triggered growth with retail partners and new corporate verticals. Craftle B2B and product marketing plans, including lead generation, digital development, tech stacks, sponsorships, conferences/events, and content strategy. As a key contact between marketing and sales, set the strategic direction for sales enablement tools, SLAs, lead generation funnel, lead scoring, and account-based marketing.

KEY ACCOMPLISHMENTS:

  • Helmed implementation of the HubSpot Marketing Hub, empowering new Marketing department with cutting-edge email marketing, social media, and marketing automation, creating Inbound Marketing flywheel.
  • Oversaw full web migration of company website to robust HubSpot CMS from WordPress in 60 days, implementing growth-driven design strategy and demand generation channels.
  • Spearheaded B2B blog from conception to launch. Featured thought leadership and inbound marketing content to steer the customer journey and boost demand.

Marketing & Revenue Operations Manager

20182019
Community Rewards (RealPage), Dallas, TX

In this role, I created a designated marketing department, developing demand generation, inbound marketing, sales enablement, and product marketing strategies. I directed a 3-department, 2-agency team. I also built and led the implementation of a marketing tech stack, including HubSpot Enterprise Growth Suite, HubSpot CMS, and CoSchedule. I optimized processes and fostered company-wide alignment between Marketing and Sales, Client Services, Product, Finance, Engineering, and HR.

KEY ACCOMPLISHMENTS:

  • Delivered an extensive marketing and sales enablement strategy playbook. Curated and implemented modern marketing strategies, including inbound marketing strategy, HubSpot Flywheel, customer video testimonial strategy, and growth-driven design strategy.
  • Designed, developed, and launched new Growth-Driven Design website (www.modernmessage.com) on HubSpot CMS in 6 weeks. 92 grade on HubSpot’s website grader, a top 3 property management industry grade.
  • Leveraged personal relationship with HubSpot Partner Agency and CEO to execute SEO strategy, saving $30K+.
  • Championed implementation and led onboarding of CoSchedule to establish an Agile Marketing departmental structure for a remote team. Saved ~$95K annually in efficiency improvements.
  • Led negotiations, implementation, and onboarding of HubSpot Enterprise Growth Suite. Negotiated $35,000 discount for 1st year and renewal discounts. Saved upwards of $17K/year while upgrading to enterprise-level features, eliminating 4 platforms.

Founder

20172018
NextGen RevGen Consultants, Dallas, TX

Launched HubSpot Sales Solutions Agency. Leveraged HubSpot expertise and B2B sector knowledge to consult clients on revenue growth strategies and technology. Built relationships and rapidly learned clients' business models/processes. Performed custom market analyses, provided actionable data, and crafted strategies to forge new revenue channels.

KEY ACCOMPLISHMENTS:

  • Forged Strategic Partnerships with HubSpot, Databox, Seventh Sense, Vidyard, Inbound Back Office, and more to increase client acquisition and shared revenue streams while delivering best-in-class technology to clients.
  • Crafted demand generation strategies for Cedarcide; defined buyer personas, created SMART goals, designed new content marketing strategy, and implemented customized tech stack.
  • Provided business development and prospecting tools and strategies to TeamSupport. Consulted on HubSpot Growth Stack best practices and utilization.

Director of Sales and Marketing

20172017
Maven Sales Group, Dallas, TX

Recruited by the Founder of a new HubSpot Sales Solutions Agency to spearhead sales and marketing initiatives, SLAs, sales training, and best practices.

KEY ACCOMPLISHMENTS:

  • Coordinated HubSpot marketing automation, email campaigns, video/digital content, social media marketing, and SEO strategy.
  • Streamlined sales cycle via tech stack implementation, including HubSpot, Zapier, Vidyard GoVideo, Moz, LinkedIn Sales Navigator, Slack, and RivaIQ.
  • Developed website and blog, including CTAs, traffic tracking/dashboards, and lead flows. Generated three consecutive months of increased traffic.

Inbound Marketing Manager

20172017
Imagine Business Development, Dallas, TX

Hired by the CEO of HubSpot Elite Marketing Agency to manage key client accounts.

KEY ACCOMPLISHMENTS:

  • Oversaw client engagement, logistics, and business development.
  • Optimized LinkedIn lead generation from sponsored ad campaign resulting in 300% increase in MQLs.
  • Curated content matching buyer personas. Planned publication calendar to generate and increase engagement. Monitored/interacted with page viewers and comments. Updated per HubSpot social media reporting analytics. Boosted social media traffic 30% in five months.

Senior Sales Development Representative

20152017
AppFolio, Richardson, US

Built business connections, prospected using Account Based Marketing strategies, and forged alliances with key decision-makers and influencers, creating sustainable revenue for sales teams.

KEY ACCOMPLISHMENTS:

  • Landed 23 opportunities with over $120,000 in annual returning revenue (ARR) and 4,141 units.
  • Delivered approximately 70,000 units (average unit size 250 units).
  • Consistently exceeded monthly quotas, averaging eight new mid-market/national SQL opportunities, double the requirement.

Business Development Representative

20142015
ReachLocal, Plano, US

Assisted in building new BDR team developing business and brand recognition on a national level. Identified and qualified leads to orchestrate Sales Qualified Leads throughout the US and Canada.

KEY ACCOMPLISHMENTS:

  • Generated 231 sales-qualified leads (SQL).
  • Delivered $50,000+ monthly recurring revenue (MRR) to Sales team.
  • Took initiative testing and implementing new sales enablement tools like HubSpot Sales and Yesware.

Education

Bachelors of Business Administration, Marketing Concentration

20002004
Colorado State University, Fort Collins, CO

Revenue Operations Courses

Certifications