Portfolio
Key Initiatives
Strategic programs and transformational projects that drove measurable business impact.
UNIFY
M&A Integration & GTM Alignment
Current Role
Led end-to-end integration of an acquired company into existing GTM systems, aligning sales processes, billing/contracting structures, and campaign delivery workflows.
Key Outcomes
- →Unified data structures and reporting frameworks across legacy systems
- →Aligned service offerings and delivery models post-acquisition
- →Established single source of truth for cross-functional operations
ORCHESTRATE
Campaign Sales & Delivery Motion
Current Role
Implemented core operating model for how services are packaged, sold, handed off, and delivered across top, bottom, and full funnel offerings.
Key Outcomes
- →Created repeatable, scalable delivery framework
- →Clarified responsibilities and sequenced handoffs
- →Aligned systems and workflows across Sales and Services
PRIORITIZE
Account Scoring & ABM Framework
Current Role
Designed account tier and scoring structure for BDR/SD motions, feeding Marketing with firmographic and engagement data for ABM strategy.
Key Outcomes
- →Built framework guiding rep focus and segment strategy
- →Enabled data-driven account prioritization
- →Aligned Marketing and Sales on target account criteria
MIGRATE
Large-Scale CRM Migration
Current Role
Led migration of entire sales team from legacy CRM to new platform, rebuilding workflows, automations, and reporting while maintaining business continuity.
Key Outcomes
- →Unified CRM across all revenue functions
- →Rebuilt workflows and automations in new platform
- →Delivered comprehensive team training and enablement
ENTERPRISE
Enterprise Service Offering
Previous Role
Developed first comprehensive Enterprise service offering, combining support, implementation, and strategic services for demanding enterprise customers.
Key Outcomes
- →Created scalable service delivery model
- →Expanded delivery capabilities through global resources
- →Established enterprise customer success framework
VERTICALIZE
GTM Transformation
Previous Role
Led organization's largest GTM transformation, verticalizing Sales, CX, and Product Ops to support multi-platform go-to-market strategy.
Key Outcomes
- →Restructured entire GTM organization
- →Aligned teams to vertical market segments
- →Enabled multi-platform sales motion
INTEGRATE
M&A Integration Playbook
Previous Role
Led sales integration planning and execution for multiple acquisitions, establishing repeatable playbook for rapid activation of new sales teams.
Key Outcomes
- →Integrated multiple acquisitions successfully
- →Created repeatable integration framework
- →Accelerated time-to-productivity for acquired teams
INSIGHT
AI & Reporting Enablement
Current Role
Driving adoption of intelligent automation and data-driven insights, moving teams from passive dashboards to proactive, actionable intelligence.
Key Outcomes
- →Assessed company-wide AI usage and needs
- →Informed roadmap for actionable insights and faster reporting
- →Reducing manual work through AI automation
Want to Learn More?
I'd be happy to discuss these initiatives in more detail and share the strategies and methodologies that drove their success.
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