Building revenue systems
that make pipelines
flow.
I build systems that make pipelines flow, automation logical, and reporting accurate — so everyone from the SDR to the CEO/CMO is working from a single source of truth.
About
I'm a Revenue Operations and GTM specialist based in Los Angeles, CA with 4+ years in healthcare technology and B2B SaaS. I build the systems that make pipeline visible, routing logical, and reporting trustworthy.
I've owned Salesforce reporting and management to full outbound engines using Apollo, HubSpot, Salesforce, Asana, and ZoomInfo. I'm most effective when the work sits at the intersection of customer success, marketing, and sales operations — so teams have a clear vision on where to direct their focus.
BA in International Business from UC San Diego (Rady School of Management). Active member of the Revenue Operations Alliance.
Work history
3 roles · Los Angeles, CA
- Built the BD function from scratch across a 4-tool GTM stack (Apollo, ZoomInfo, LinkedIn Sales Navigator, HubSpot).
- Designed and documented 3 end-to-end sales workflows in Confluence/Jira covering lead qualification, SDR tracking, and KPI reporting.
- Collaborated with HubSpot dev to troubleshoot tracking of 300+ calls, 200+ emails, and 3+ marketing events for weekly shareholder reporting.
- AI-driven growth strategy that 2x'd stakeholder conversations with decision makers.
- Owned ARR/MRR/ACV/TCV reporting; supported leadership visibility into a $5.74M+ forecasted pipeline for 7+ executives.
- Identified $1M+ in pipeline leakage via funnel analysis; recovered 5+ deals.
- Created 200+ Salesforce lists enriched in ZoomInfo contributing to 6 closed-won deals totaling $952K TCV.
- Maintained dashboards for 3 revenue teams, achieving a 50% reduction in forecasting errors.
- Automated 3 workflows across Dripify/Outreach/Orum, saving 40+ hours/week.
- Improved email reply rates from 20% → 50% via A/B testing; cut lead response time from 6 hours to 45 minutes.
- Active participant sharing resources and learning from RevOps practitioners across the field.
Projects & case studies
1 case study
How duplicate Lead and Contact records led a rep to cold-pitch five existing clients — and what a Salesforce report could have prevented.
In Salesforce, Leads and Contacts live in separate objects. The same person can exist in both simultaneously — and Salesforce won't always catch it. Five active customers each had a duplicate Lead record created through webinar form fills, marketing events, and demo requests. Slight name variations and different email domains meant the duplicates were never flagged.
| Person | Company | Why the dupe slipped through | Outcome |
|---|---|---|---|
| John Doe | Kaiser Permanente | kp.org vs kaiserpermanente.org | Unsubscribed |
| Steve Hank | Ascension Health | Steven vs Steve | Client confusion |
| Rick Harold | CommonSpirit Health | Richard vs Rick | Account manager flagged |
| Harold Kim | HCA Healthcare | hca.com vs hcahealthcare.com | Domain marked spam |
| Jennifer Kim | Dignity Health | Jen vs Jennifer + wrong domain | Email bounced |
Being cold-pitched by your own vendor signals disorganization. In Healthcare SaaS where relationships are everything, that trust is hard to rebuild. The fix isn't about coaching reps to check harder — it's about building a system where the check happens automatically.
A Salesforce cross-object report joining Leads and Contacts that automatically surfaces every Lead sharing a last name, email domain, or company with an existing Customer Contact. Real-time refresh. Weekly Friday alert to the rep and manager before Monday outbound begins.
5 out of 5 duplicate incidents the report would have caught. 0 customers who would have received cold outreach. In Healthcare SaaS, where sales cycles run 12–18 months and a single stakeholder relationship can make or break a renewal, CRM hygiene is revenue protection.
Contact
Open to RevOps, GTM Operations, and Sales/Marketing Operations roles at scaling B2B SaaS or healthcare technology teams. I'll get back within 6–12 hours.