• Collaborate closely with CRO and Revenue Org Leadership team to provide additional capacity and support on critical initiatives, workstreams, and projects from planning to execution and reinforcement• Facilitate and execute the Revenue Org Management Operating Rhythm (MOR), ensuring effective coordination of weekly cadence, monthly reviews, and quarterly assessments, leading to improvements in key efficiency metrics. • Manage budgeting, staffing, and finance for the Revenue Organization, optimizing resource allocation and financial performance• Ensure key insights, metrics, and reporting are delivered to the CRO leadership team on key initiatives, projects, and new Segment Leadership Structure MOR.• Triage problems and reduce distractions for the Revenue Org leadership team, enabling focus on key initiatives and timely resolution of issues• Capture and action cross-functional deliverables to or from the Revenue organization, following up on deliverables to and from Marketing, RevOps, Finance, Ops, Strategy & Growth, and others.• Plan and facilitate Revenue Org Leadership teams’ strategic meetings, planning sessions, offsites, and goal-setting frameworks to drive alignment and execution• Facilitate and coordinate staff meetings using the L10 framework to ensure decisions, actions, and deliverables from the meetings are communicated out, followed up on, and actioned accordingly• Plan and follow-up on the activities of the CRO and Revenue Management team including prioritization, scheduling, and facilitation of key meetings.• Provided tactical support to implement key strategies and initiatives across the Revenue Organization, ensuring successful execution and delivery of results

• Chief of Staff to the Chief Revenue Officer (CRO) at a globally distributed B2B SaaS Fintech Unicorn, spearheading >50% YoY ARR average growth rate.• Provide leadership and guidance to functional teams across New Business Sales, Customer Success, Revenue Operations, Partnership Ecosystem, Marketing, and Account Management.• Oversee a $60M operational budget and manage a 300+ headcount to ensure cost-effective delivery of business outcomes, with direct responsibility for global teams across 5 distinct geos around the world.• Direct operational cadences including Annual Operating & Revenue Planning, Revenue Forecasting, OKRs, quarterly business reviews, Board of Director Meetings, External Investor Briefings, and All Hands.• Develop agendas and materials for leadership & executive meetings, monitor key initiative progress, and resolve challenges to ensure timely completion of action items.• Cultivate strong interpersonal relationships with stakeholders, drive collaboration, and facilitate cross-functional execution across company leadership.

• Served as Chief of Staff to the Executive Vice President and Vice President, with teams of 200-800+ • Implemented OKRs for 700 distributed users within 4 months, achieving a 95% adoption rate.• Orchestrated annual workforce planning, including operating model development, hiring plans, and ongoing progress monitoring.• Led the implementation of high-priority projects such as hackathons, technology showcases, and software development/deployment initiatives.• Managed and analyzed an annual organizational budget of $100M with accuracy exceeding 90%.• Organized and facilitated various events including all-hands meetings and corporate team gatherings, catering to 500+ attendees.

• Spearheaded the corporate-wide rollout of the 4 Disciplines of Execution (4DX) for a staff of 900+ field and corporate employees, achieving a remarkable adoption rate of over 90%.• Collaborated closely with the leadership team to establish departmental KPIs, derive actionable insights, and facilitate data-driven decision-making processes.• Conducted benchmarking activities and generated press materials and board of directors presentations, ensuring accurate and impactful data representation.• Pioneered the development of the company's inaugural mobile business intelligence dashboard using PowerBI, significantly accelerating decision-making processes.

• Led corporate 4DX (4 Disciplines of Execution) rollout for 900+ field and corporate staff with >90% adoption• Prepared monthly expense management reporting to ensure accuracy and compliance with policies and procedures• Benchmarked external/internal records and designed materials for press release, quarterly earnings calls, and BOD• Analyzed operational and financial metrics, identify variances to budget, recommend and implement corrective action

• Monitored and revised quality assurance application logic identify revenue anomalies, and resolve discrepancies• Created and distributed organizational reporting solutions using TIBCO Spotfire business intelligence software• Audited production accounts receivable data, record, research, benchmark, and negotiate to resolve inconsistencies• Designed training program for staff members including onboarding, training, professional growth, and ongoing mentoring

• Queried data from relational database sources, identify anomalies, settle issues, and reported weekly results• Executed ad-hoc and recurring reports for leadership to inform critical business decisions• Maintained and approved overtime requests to achieve defined SLA for department• Trained and provided ongoing mentoring for coworkers, assist with technical issues, and general requests

• Field home and automobile insurance coverage inquiries, updates, and payment requests• Underwrote policies to ensure adherence with company policies and compliance with regulatory standards• Managed spreadsheets, databases, and custom applications to streamline reporting and efficiency• Designated as Excellence Awards Winner in 2007, granted to top 5% of employees