Headsup (Acquired by Hightouch): Apr 2022 - Nov 2023MonetizeNow: Sep 2022 - PresentHightouch: Nov 2023 - PresentJump Revenue: Oct 2024 - PresentDealops: Dec 2024 - Present

Scratchpad unlocks higher performance for sales teams by making pipeline management, inspection, & forecasting simple.

• Increased quarterly revenue by 56% by optimizing processes across departments and GTM systems• Directly managed a team of 6 covering Marketing Ops, Sales Ops, CS Ops, Partnership Ops, and GTM Systems• Led GTM systems strategy to expand reporting capabilities and centralize processes across the post-sales org into Salesforce, resulting in 40% efficiency increase Solutions to Implementation handoff process and greater accuracy• Overhauled incentive compensation structure across 13 plans covering 100+ members of the GTM function including sales commission, performance bonuses, and SPIFFs• Increased accuracy of in-quarter forecasts by 25% through implementation of weekly sales forecasting cadence and development of predictive analytics based on historical performance dataBuilding APIs for financial services. Starting with a customer onboarding API to handle KYC, AML, and other customer identity information.

• Scaled business systems, business analytics, and sales processes from 20 to 90 employees while growing ARR 5x• Architected and managed best-in-class operational analytics data infrastructure that combined GTM data with product data to capture expansion opportunities, flag churn risks, and automate Salesforce processes• Designed and managed 15+ plans across 90 employees in the sales organization including Sales Management, Account Executive, BDR, Account Management, and Solutions Engineering• Collaborated with operational leadership across marketing and CX to streamline workflow across departments including alignment of lead/opportunity routing and Sales-to-CX handoffCaptivateIQ is pioneering the new standard in commission management and enabling companies to reclaim the power of incentives with a platform built for growth.

• Managed business systems, business analytics, and operational processes for the GTM office as it scaled from 45 to 150 employees, with the business growing logos and ARR by over 3x• Built commission models for 120+ members of the Sales, Growth, and SDR teams, partnering with Sales leadership and Finance to execute commission plan changes and implement incentive programs• Developed ad-hoc analyses, designed performance dashboards, and provided deal desk assistance to AEs• Led inaugural sales territory design initiative, conducted TAM analysis for prospect segmentations and constructed the books of business for the Commercial and Mid-Market sales teamsForecast better, increase sales velocity and bury your competition with Gong.io - the #1 Conversation Intelligence platform for organizations.

• Secured $100MM in Series D Funding at a $500MM valuation by preparing financial forecasts, managing the data room with KPIs, and for advising the CFO through due diligence• Built first set of analytical executive reporting capabilities and created operational dashboards for Finance, Deployment, Account Management, Utilization, People Operations, and Recruiting• Led development of internal tools to ingest external client utilization data and managed ETL process to create core usage data set for billing and product analyticsBlend is a Silicon Valley technology company transforming the consumer lending ecosystem. Blend's technology delivers speed and efficiency to lenders, so they can serve the modern borrower and safely navigate the industry's changing rules and regulations.Founded in May 2012, Blend is backed by Greylock Partners, Emergence Capital, 8VC, Founders Fund, Andreessen Horowitz, Lightspeed Venture Partners, Nyca, Max Levchin, and other leading venture investors.

• Analyzed historical customer acquisition costs and performance to optimize multi-million-dollar marketing budget• Developed automated Digital Analytics dashboards to track web conversion performances across 17 brand lines• Created subscription churn and dunning models to predict revenue and inventory demands• Provided reporting for international subscription performance leading to strategic insights and growth markets

• Managed Looker dashboard to validate daily loan originations of $2M+ for compliance and business rules• Built data integrity dashboard for compliance team to identify discrepancies and relay to product engineering• Developed solutions to back fill over a thousand missing payment plans from related tables

• Conducted market studies in US, UK, and Australia to develop competitive strategies by analyzing business decisions against benchmarks.• Measured impact of product upgrades, credit line increases, and APR reductions on retention and P&L for segmented populations.• Developed retention strategies for client's credit card portfolio by benchmarking product upgrades and credit line increases.

• Worked in a team to plan the Young Ambassador program, a professional development and educational program that takes international students from Asia, and teaches them about the American government and economic systems • Planned the logistics and conducted daily operational tasks for the Young Ambassador program• Drafted post-program marketing and communication materials for fundraising purposes

• Conducted financial analysis of target corporations and developed weekly stock analysis reports.• Created sample stock portfolios tailored to meet the needs of a sample client.• Researched and presented a comprehensive industry report on the technology sector's SWOT analysis.

• Planned the international component of the agency's 29th Minority Enterprise Development Week conference.• Developed and implemented a strategic partnership between MBDA and U.S. Export Assistance Centers, creating a directory to connect all 40 MBDA funded centers to their closest U.S. Export Assistance Centers.• Researched and analyzed international liquid natural gas market and validated transaction terms on a multi-billion dollar deal.• Trained and supervised an intern in mastering the Agency’s databases for taking over future on-going projects.

• Used Dorsey Wright to perform point and figure analysis on stocks to develop investment portfolios for clients• Updated financial information and analyzed trends for over a thousand stocks in the firm’s investment portfolio database.• Trained junior interns in using point and figure analysis and daily operational tasks of the firm

• Researched industry leaders of the aviation lease financing industry to help develop strategies to expand into the sector• Analyzed regulations and laws of the financial industry as set by the People's Republic of China