Revenue Operations that make decisions easier
Hands-on RevOps/CS operator. Clean CRM data, dependable forecasting, and lifecycle execution across Marketing, Sales, and CS.
About 📎
I work where systems meet decisions. The goal is simple. Make the funnel trustworthy and the forecast dependable so leaders can act with confidence. At Get The Referral I moved from analyst to RevOps lead by installing clear stage rules, a steady review cadence, and data quality habits that teams kept using.
My Story 📖
FoundationI studied Business with a focus on Entrepreneurship to learn how organizations grow and how to build something sustainable. To sharpen the technical side I completed the UC Berkeley Data Analytics bootcamp and learned to turn raw data into usable insight.
Stretch yearsIn 2021 I moved to San Diego to join Get The Referral. Over four years I grew from Product Analyst to leading Revenue Operations and Customer Success. Mentors like Vittorio Rotelli and Ron Armstrong pushed me to take on bigger challenges and showed me how trust and relationships make operations work.
The important ways we work should match the important ways we live.
TodaySan Diego is home. It is where I built my career and where I met my wife. I try to keep the way I work and the way I live consistent, reliable, clear, and useful. I take pride in work that brings clarity to teams and gives leaders confidence in their decisions.
Top 2025 Reports to Run in SaaS 📊
Five essential reports per department with what they answer and how often to check them.
- Pipeline coverage by segment — Do we have at least three times coverage for the active quarter. Weekly
- Stage conversion and leakage — Where deals stall from discovery to proposal. Weekly
- Forecast accuracy and bias — How close we are to submitted commits. Weekly and monthly close
- Sales cycle and velocity — Days in stage and speed by segment. Weekly
- Win or loss drivers — Top reasons tied to ICP and competitor. Monthly
- Lead source to SQL to won — True funnel conversion by channel and campaign. Weekly
- Pipeline generated — New and influenced pipeline by segment. Weekly
- CAC payback estimate — Payback months by channel. Monthly
- ICP fit score impact — How targeting quality shifts downstream conversion. Monthly
- Content assisted revenue — Assets that show up most in won journeys. Monthly
- NRR and GRR cohort — Renewals and expansion by start month and segment. Monthly
- Health score and leading risk — Accounts with declining usage or value. Weekly
- Onboarding time to first value — Days to complete key milestones. Weekly
- Expansion pipeline and product adoption — Where growth is likely next. Weekly
- Churn reasons with remediation — Patterns with an owner and next step. Monthly
- Revenue waterfall — New, expansion, contraction, and churn by month. Monthly close
- Bookings to billings to cash — Where timing gaps create surprises. Monthly
- Data quality scorecard — Duplicates, missing fields, and date stamps. Weekly
- Capacity and attainment — Quota coverage and ramp versus plan. Monthly
- LTV to CAC — Unit economics by segment. Quarterly
- Board snapshot — ARR, NRR, pipeline coverage, forecast, and cash runway. Monthly
- Growth driver stack — Where growth came from and what to scale next. Monthly
- Segment performance — SMB, mid market, enterprise trend lines. Monthly
- Pricing and discount view — Realized price versus list and approval bands. Monthly
- Risk register — Top five risks with an owner and mitigation. Monthly
My Journey in Operations 🧭
- Unified post sale strategy across Customer Success and RevOps to protect renewals and grow expansion
- Built lifecycle processes for onboarding, health inputs, and renewal forecasting tied to the executive rhythm
- Partnered with leadership on cross functional initiatives that aligned customer experience with revenue plans
- Led enablement to improve adoption of workflows and renewal discipline
- Owned CRM governance, pipeline visibility, and forecasting models across Sales, Marketing, and Customer Success
- Drove capacity planning and target setting with a single source of truth for the funnel
- Built dashboards that clarified pipeline health, renewal risk, and expansion performance
- Launched attribution and lifecycle tracking that improved forecast reliability and handoffs
- Redesigned billing workflows which streamlined quote to cash and reduced data errors
- Automated handoffs among Sales, Customer Success, and Billing to remove friction and improve forecast timeliness
- Launched referral workflows that increased qualified lead flow and sped time to value
- Consolidated CRM and billing data to reduce manual touchpoints
- Built upsell tracking that grew expansion pipeline by double digits
- Automated onboarding sequences to shorten time to first value
- Introduced retention risk flags and reporting that gave teams earlier signals
- Supported playbooks and health reporting structures for Customer Success
- Created product feedback loops that informed roadmap decisions
- Supported launches which reduced support burden and improved adoption
- Improved self service resources that lifted engagement
- Conducted research that informed positioning and early product fit
Writing ✍️
Stage clarity, probability model, and a review cadence that keeps bias in check.
One set of numbers from lead to onboarding to adoption to renewal to expansion.
Certifications 🎓
MySQL for Data Analytics and Business Intelligence
How I apply it: write the joins/window functions for cohorts and renewal views, and QA datasets before they hit exec dashboards.
UC Berkeley Data Analytics Bootcamp
How I apply it: translate business questions into clean datasets and simple visuals so leadership can decide faster.
Revenue Operations — HubSpot Academy
How I apply it: align Marketing, Sales, and CS handoffs; set lifecycle rules; and keep the forecast dependable.
Contact 📬
Want a forecast you can defend and a funnel you can explain in one slide