• Strategic advisor and consultant with focus on go-to-market and revenue operations, optimizing sales processes, CRM implementation, performance tracking, and forecasting to drive productivity and revenue growth efficiency for startups in early growth and expansion phases.• Drive data-driven decision-making through advanced reporting, CRM analytics, and KPI tracking, providing real-time insights for revenue leaders to refine strategies.• Provide executive leadership with market research, financial modeling, and strategic planning support, ensuring businesses are positioned for scalable revenue growth.• Develop and roll out strategic playbooks, sales collateral, and enablement tools to streamline sales cycles, enhance pipeline management, and improve win rates.• Collaborate with cross-functional teams to ensure alignment across sales, marketing, customer success, product, finance, and operations, improving overall go-to-market efficiency and customer experience.• Partner with revenue teams to implement enablement programs by facilitating workshops, training sessions, and providing resources that improve team performance, product knowledge, and sales execution.

Driving growth and delivering exceptional customer value with SureCo's ICHRA Platform in the large group employee benefits market by cultivating key relationships with advisors, brokers, and consultant partners. • Developed and managed CRM configurations, workflows, system audits, lifecycle metrics, KPI development and automated reporting, resulting in 98% forecast accuracy and driving revenue growth efficiency through reduction of cost in revenue-generating activities, saving 4,000+ hours and $300,000+ annually.• Integrated MEDDPICC-based direct and channel sales playbooks, as well as drove regular pipeline reviews, QBRs, and SKOs to navigate complex multi-stakeholder sales processes, reducing sales cycle timelines by 33% (from 6 to 4 months).• Collaborated with product, marketing, finance, operations, and compliance teams to manage budgets, P&L, compensation, incentive programs, and product/service pricing tiers, increasing average revenue by 10%. • Addressed a critical need for streamlined RFP processes, engineering and deploying CPQ technology, cutting fulfillment timelines from 3+ hours to <1 hour per proposal.• Established product-market fit for a new employee benefits SaaS solution intersecting fintech, insurtech, HR tech, and payroll, resulting in a 600% increase in subscribers and a 1200% growth in annual recurring revenue.• Led cross-functional execution of go-to-market strategies, driving new business development, recruitment, training, and corporate partnership management, resulting in a market footprint expansion from 12 to 250+ partners and a 300% increase in the sales pipeline.• Implemented co-selling and upselling strategies to C-suite decision-makers as a player-coach and technical sales support, increasing win rates by 5% and contributing to a 110% net revenue retention._

• Oversaw four departments, 10 managers, and 55+ employees across marketing, sales, customer success, and revenue operations, leveraging technology implementations to enhance efficiency of revenue operations, leading to #576 ranking on the Inc. 5000 list with a 506% growth rate.• Resolved high churn and client management inefficiencies by establishing Customer Success teams and engagement strategies, cutting churn from 6% to 3.25% and boosting sales efficiency by 25% (2 hours/day).• Optimized the performance of a 15-20 member outsourced direct marketing and sales teams through iteration of sales methodology, implementing advanced lead routing tools, and developing lead scoring models, leading to a 20% increase in lead volume.• Standardized KPI reporting across the funnel, securing data integrity and enhancing strategic decision-making, driving company-wide transparency and confidence in financial reporting leading up to corporate restructuring.• Revitalized marketing and sales engagement, integrating CRM with advanced tools and analytics to increase lead response by 83% and win rates by 6%, while reducing sales cycle quote-to-cash from 21 to 10 days.• Directed a critical telephony system overhaul, integrating cost-effective solutions and training to reduce expenses by $100,000+ annually, while also ensuring seamless operational continuity in transition.• Implemented Content Management (CMS) & Learning Management (LMS) for employee onboarding and skills development, reducing onboarding by 14 days and establishing a manager in training program.• Crafted and facilitating OKRs, defined compensation, and formalized position standards and KPIs for 12 roles within GTM teams, boosting culture and alignment between company and individual objectives._

• Led transformative sales operations & enablement initiatives, integrating comprehensive training and CRM enhancements to foster rapid organizational growth, ranking of #229 in the Inc. 5000 list, resulting in a 1,935% growth.• Established a 20 member outsourced direct marketing and sales teams and led team onboarding, training, and ongoing development to significantly reduce labor costs by ~50% and increase lead generation efficiency through strategic calibrations, enhanced KPI tracking, and daily reporting.• Overhauled recruitment process and compensation, attracting top talent and leading to a 125% increase in sales staff, as well as a 20% reduction in turnover.• Developed CMS and LMS to streamline onboarding and ongoing training, incorporating application-based learning and sales readiness assessments, boosting sales productivity by 20%.• Reduced managerial bottlenecks by an avg of 2 hrs. per day through leveraging a RACI matrix to streamline communications, promote subject-matter expertise, and improve departmental collaboration.• Innovated sales performance through gamification, using advanced analytics and reporting tools to gamify KPI metrics, enhancing motivation, KPI accuracy, and sales adoption of critical business unit economics._

• Spearheaded the transition of core product offerings by designing a comprehensive go-to-market (GTM) strategy, growing the company’s annual recurring revenue (ARR) from under $5M to over $50M.• Revamped the company’s CRM system by implementing Microsoft Dynamics, streamlining DTC/B2C operations, workflows, automation, and reporting, resulting in an avg. reduction in quote-to-cash by 30%.• Developed training and enablement, sales intelligence communications, reports, and forecasts, which led to wider organizational use of learning platforms, sophisticated analytics, and reporting tools.• Cultivated leadership within the sales team, mentoring five account executives into leadership roles through targeted training and development initiatives.• Led top-producing sales team of 8 representatives, achieving the #1 sales team status for four consecutive years.• Excelled in a hybrid player-coach role with both individual and team sales quotas attainment of 150%+ and securing multiple President's Club awards._

• Top Producer & President’s Club Award Recipient • Exceeded quota by 200% and maintained the #1 customer referral rate at 25%_