Revenue Operations • Business Operations

I work on the systems, data, and processes behind revenue teams.

My background is in CRM operations, reporting, pipeline management, forecasting, and cross-functional process work. I like figuring out where a process is breaking and making it easier to run.

View AsterPeak Case Study View Resume ↗ LinkedIn ↗

About

My background

I'm a revenue and business operations professional with 3+ years supporting revenue-generating teams across SaaS, media, and B2B environments. My background includes Salesforce and HubSpot workflows, marketing-to-sales handoffs, performance reporting, CRM data quality, and cross-functional execution.

I built the AsterPeak Revenue Operations Command Center as an independent portfolio case study. AsterPeak is a fictional B2B SaaS company, and the project uses synthetic CRM data to model realistic RevOps problems and workflows.

Experience & Skills

Experience across SaaS, media, and B2B sales

Across these roles, I worked on CRM accuracy, reporting, handoffs, prioritization, and execution.

Customer Service Solutions Representative (Field Sales)

Advanced Material Handling Systems / Toyota Material Handling Systems

Jan 2025 – Aug 2025

Built and maintained a structured CRM workflow for a new territory, tracking account activity, follow-up dates, service needs, and next steps.
Used territory and account information to prioritize opportunities and allocate time across leads, customer meetings, and operational needs.
Managed high-volume outreach and scheduled meetings while keeping account records current.

Digital Advertising Operations Specialist

Cox Media

Sep 2022 – May 2024

Managed operational execution and reporting across client accounts in Google CM360 and DV360, including setup, pacing, delivery, and performance.
Analyzed KPIs and ROI, validated campaign records, and translated performance trends into concise recommendations.
Partnered with account, creative, and operations teams to troubleshoot issues, meet deadlines, and maintain contract fulfillment.

Marketing Operations Intern

LeaseQuery (now FinQuery)

Aug 2021 – May 2022

Supported Salesforce and HubSpot operations through campaigns, reports, forms, workflows, contact maintenance, and CRM troubleshooting.
Processed inbound leads, applied ICP qualification criteria, and routed records to the appropriate Sales owners.
Managed marketing-to-sales handoffs through a shared inbox, documenting requests and coordinating timely follow-up.

Tools

Tools I work with

Core RevOps and analytics tools, plus the Google advertising platforms I used at Cox Media.

Salesforce

HubSpot

Power BI

Microsoft Excel

PostgreSQL / SQL

Campaign Manager 360

Display & Video 360

CRM GovernancePipeline ManagementForecast GovernanceLead RoutingDeal DeskData QualityProcess MappingSOP DevelopmentExecutive ReportingDAX

Featured Case Study

AsterPeak Revenue Operations Command Center

AsterPeak is a fictional B2B SaaS company I created for this portfolio project. I used a synthetic CRM dataset to build an end-to-end RevOps case study across SQL, Excel, Power BI, Salesforce, and process design.

AsterPeak case study

What I built

I started with 13,864 synthetic CRM records, analyzed the biggest data and process issues, and then used the findings to build Salesforce controls, process maps, SOPs, and recommendations.

$6.02Mopen pipeline ARR

$2.05MARR flagged at risk

95.7%forecast alignment

97.6%Deal Desk flag accuracy

Explore the Case Study Repository ↗

Approach

How I work

I usually start with the business rule, check whether the data matches it, find the exceptions, and then figure out what process or control would prevent the issue from happening again.

Analyze

Use SQL, Excel, and BI reporting to check the data, quantify the problem, and identify which issues matter most.

Govern

Turn findings into CRM rules, routing logic, stage requirements, approvals, and repeatable processes.

Communicate

Summarize the work in dashboards, process maps, SOPs, and recommendations that other teams can actually use.

Contact

Interested in Revenue or Business Operations work?

I'm open to Revenue Operations, Sales Operations, Commercial Operations, and Business Operations opportunities.

Email Me