Revenue Operations • Business Operations

I turn messy revenue processes into clear, measurable systems.

I work across CRM operations, reporting, pipeline governance, forecasting, and cross-functional process design — connecting data to the systems and workflows teams use every day.

About

Operations experience backed by hands-on systems work.

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 to deepen that experience through SQL/PostgreSQL, Power BI, Salesforce governance, pipeline and forecast analysis, Deal Desk controls, and documented operating processes.

Open to Revenue Operations, Sales Operations, Commercial Operations, and Business Operations roles • Remote or Chicago relocation

Experience

Real-world operations across SaaS, media, and B2B sales.

My experience has consistently centered on accurate systems, reliable handoffs, reporting, prioritization, and cross-functional 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.

Featured Project

AsterPeak Revenue Operations Command Center

An end-to-end synthetic B2B SaaS RevOps case study spanning SQL analysis, Excel reconciliation, Power BI reporting, Salesforce governance, and process design.

AsterPeak Revenue Operations Command Center project overview

From analysis to operating model

Not just a dashboard.

The project starts with 13,864 synthetic CRM records, identifies operational risk, reconciles findings across tools, and converts those findings into Salesforce controls, process maps, SOPs, and executive recommendations.

$6.02Mopen pipeline ARR
$2.05MARR flagged at risk
95.7%forecast alignment
97.6%Deal Desk flag accuracy

How I Work

Analysis is only useful if it improves execution.

I approach operations work as a connected system: understand the business rule, validate the data, surface the exception, and then design a process or control that makes the organization easier to run.

01

Analyze

Use SQL, Excel, and BI reporting to validate data, quantify risk, reconcile metrics, and identify the issues that actually matter.

02

Govern

Translate findings into CRM rules, routing logic, stage expectations, approval controls, and repeatable operating processes.

03

Communicate

Turn technical work into clear recommendations, dashboards, process maps, SOPs, and executive-ready business narratives.

Capabilities

Tools and operating skills

Focused on the analytical, systems, and process work behind effective Revenue Operations and Business Operations teams.

SQLPostgreSQLMicrosoft ExcelPower BIDAXSalesforceHubSpotCRM GovernancePipeline ManagementForecast GovernanceLead RoutingDeal DeskData QualityProcess MappingSOP DevelopmentExecutive Reporting

Contact

Interested in Revenue or Business Operations work?

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