My Resume

Took on Sales Ops, Marketing Ops, IT Infrastructure, and Customer Success and Support as four parallel workstreams without letting day to day operations slip, the shift from reliable executor to owner that earned an Outstanding, Far Exceeds Expectations rating from the COO.

• Led the Salesforce marketing projects that connected campaign, lead, and pipeline data, and brought in Bizible for attribution, so Sales, Marketing, and Finance worked from one set of pipeline and source numbers instead of three competing spreadsheets. That gave sales leadership forecasting and pipeline visibility they could actually act on, and it is the reporting leadership brings into Provarity's board meetings.
• Used that unified Salesforce data to tighten segmentation and point marketing and sales at the same targets, contributing to a 20% increase in revenue.
• Took Salesforce CPQ from a brand new deployment to the way the sales team quotes deals every day, and ran deal desk with Finance and Legal on pricing and non standard terms, cutting out the friction that had been slowing the field sales team down.
• Supported the Instynx platform refresh on the data, integration, and access side, catching and resolving issues fast enough that systems dependencies never stalled the broader rollout.
• Led the team responsible for systems and Salesforce administration, keeping a small group focused on the highest impact work when everyone else needed something today.
• Stepped into a director level role over Customer Success and Support, the first customer facing scope added to what had been a purely internal portfolio, and took direct ownership of documentation, FAQs, and support operations.
• Ran the full Zendesk to Freshdesk migration: evaluated platforms, migrated the data, rebuilt workflows, trained the team, and managed cutover without losing coverage on open tickets.
• Connected Claude to Salesforce and Zoom so it pulled the transcript from every sales call and drafted the opportunity update directly (notes, next steps, and budget or timeline signals), taking the manual write up out of reps' day and making pipeline data meaningfully more consistent.
• Grew that into AI assisted automation across six systems (Salesforce, HubSpot, Gong, Syncari, Datadog, and Zendesk) so data moved between them without anyone re-keying it by hand, cutting the manual work in marketing operations by roughly 30%.
• Cut operational costs 25% by automating manual workflows and consolidating overlapping software subscriptions across the GTM and IT stack.
• Kept the security posture built the year before intact through Coro and Okta, covering monitoring, access standards, and audit readiness, and helped retire the legacy IT infrastructure tied to Provarity's former founders ahead of the Instynx platform refresh, cutting cost and shrinking the attack surface.
• Got Provarity through SOC 2 Type I certification and kept Type II compliance current, the data security governance enterprise customers actually check before they sign.

• Moved marketing automation from Pardot to Marketo in six weeks flat, which meant better automation, cleaner data, and campaigns that could actually ship on schedule.
• Rebuilt lead scoring from scratch in the new Marketo instance with richer behavioral and demographic signals than I'd used before, and the criteria that came out of it also helped sharpen how we defined our ICP, which shortened the MQL to SQL handoff and pushed more of that pipeline into real opportunities.
• Worked with Sales Ops and BI/Analytics to build the executive revenue dashboards, and the narrative behind the numbers, that leadership used in business reviews.
• Rebuilt how demand generation and field marketing handed campaigns back and forth, with Chili Piper handling meeting scheduling in the inbound handoff to sales, so pipeline reaching sales stayed more consistently qualified against ARR targets.
• Ran the ongoing data hygiene work across Salesforce, Google Analytics, and Marketo.

• Ran digital campaigns across paid search, email, social, and direct response in multiple geographies to generate leads and build product awareness.
• Migrated marketing automation from Marketo to HubSpot in two weeks.
• Carried that scoring approach into HubSpot and tightened the criteria as I learned what actually predicted a good fit, which cut down on reps spending time chasing leads that were never going to convert.

• Owned campaign strategy, budget, and execution across events, email, SEO/SEM, paid search, social, and telemarketing lead generation programs.
• Migrated marketing automation from HubSpot to Marketo over two months.
• Set up the first version of a lead scoring model in the new Marketo instance, weighting things like email opens, site visits, and content downloads against basic firmographic fit, so marketing could hand sales a shorter, more credible list instead of every raw lead.

• Ran the Salesforce org as it grew from 4 seats to over 100, building the operational and administrative design as Certified Admin and Advanced Admin.
• Built the executive reporting dashboards, pipeline visualizations, and performance frameworks Inside and Field Sales used to run the business.

• Generated and qualified pipeline as an inside sales rep, handing off qualified opportunities to the field sales team.