Work Portfolio
Business transformations built through improved systems, data, and operational clarity.
Selected work showing how I turn complex Revenue Operations, Marketing Operations, analytics, automation, UX, and digital problems into systems people can operate and leaders can use to make decisions.
27%
Revenue growth supported through GTM transformation and operational leadership
$2.4M
Pipeline growth supported by lifecycle, attribution, and conversion improvements
Featured Transformations
Proof-first examples of strategy translated into operating systems.
Each case study shows a different part of the same discipline: define the decision, fix the operating model, build the system, and make the signal visible.
Revenue Operations · BetterLife
Form Fill → Score → Route → SLA → Sales Alert
Manual exports and assignment were replaced by an automated, auditable lead-flow operating system.
Speed-to-Lead: One Week to Under One Hour
Replaced manual HubSpot-to-Salesforce handoffs with governed lifecycle logic, automated routing, ownership rules, SLA timers, and measurable follow-up.
<1 hour response
+45% MQLs
+25% MQL-to-SQL
Executive Intelligence · Power BI
From Manual Spreadsheets to an Automated Executive Dashboard
Converted recurring QuickBooks exports into a canonical data model, reusable DAX measures, governed refresh process, and five-page executive report.
UX, CRO & Lifecycle Marketing
Optimizing the Free Trial User Journey
Audited acquisition, activation, onboarding, lifecycle email, and conversion into one coordinated five-day experience built around first value and timely urgency.
Brand & Digital Strategy
Three Products, One Endorsed Brand Architecture
Unified a fragmented product portfolio through research, positioning, information architecture, a complete brand system, and working website prototypes.
Revenue Intelligence · MarketForce
From Legacy Data Provider to Revenue Intelligence Platform
Connected business strategy, Revenue Operations, positioning, digital experience, Azure SQL, Power BI, attribution, forecasting, governance, and revenue-channel expansion into one operating model.
Additional Case Studies
More examples of systems thinking in practice.
Campaign Launch Operating System
A governed campaign workflow connecting intake, roles, QA, launch readiness, measurement, and continuous improvement.
Executive Marketing Intelligence Platform
An executive reporting model connecting campaign performance, funnel metrics, governance, and decision-ready marketing intelligence.
Analytics & BI Portfolio
Power BI dashboards, financial reporting, market intelligence, attribution, SQL, KPI governance, and executive decision support.
The Systems Behind the Work
Connected disciplines, one operating perspective.
Revenue Systems
CRM governance, lifecycle architecture, forecasting, attribution, and sales-marketing alignment.
Analytics & BI
Power BI, SQL, KPI governance, market intelligence, data modeling, and executive decision support.
Automation & MarTech
Workflow automation, integrations, AI-assisted operations, routing, enrichment, governance, and QA.
Web, UX & Conversion
Website strategy, CRO, information architecture, accessibility, technical SEO, and journey optimization.
Data Strategy
Data modeling, market intelligence, root-cause analysis, experimentation, governance, and decision narratives.
Leadership & Operating Models
Governance, team development, change management, SOPs, enablement, and scalable operating rhythms.
Operating Model
Clarify the decision. Build the system. Make the signal visible.
01
Clarify
02
Structure
03
Automate
04
Measure
05
Decide
Connect
Need a leader who can connect strategy, systems, data, and execution?
I bring executive-level thinking and hands-on technical depth to complex Revenue Operations, Marketing Operations, data, analytics, and digital transformation work.