Portfolio

Key Achievements

  • As a founding member of RevContent, I collaborated alongside leadership to transform the business from an unprofitable startup to a profitable, $100 million company.
  • Grew revenue by 51% over a rolling 12-month period. (2024)
  • Increased offer launches by 23% YOY. (2023)
  • Onboarded an outsourcing partner, increasing call volume by 40%. (2024)
  • Achieved over 99% profit quota in 2020 and 2021, consistently meeting and exceeding targets.
  • Grew revenue from $61mm to nearly $85mm between 2019 and 2021.
  • Integral in RevContent’s successful acquisitions of ContentClick (2016) and Netizen (2019), managing onboarding, training, and integration of new employees and existing accounts.

Professional Success Stories

  • Company: GiddyUp
  • Project Overview:
    • Spearheaded a comprehensive Salesforce overhaul to enhance backend functionality, front-end dashboards, and sales pipelines across all business units.
  • Key Achievements:
    • Automated email tracking to log all client communications, improving transparency and efficiency.
    • Integrated AI tools like MeetGeek.ai for automated meeting summaries and action items, eliminating manual note-taking and improving accountability.
    • Increased call volume by 40% through onboarding an outsourcing partner.
    • Grew revenue by 51% over a rolling 12-month period.
  • Tools Used:
    • Salesforce, MeetGeek.ai, Tableau, Monday.com, Everflow.
  • Company: RevContent
  • Project Overview:
    • Worked alongside leadership to transform the business from an unprofitable startup to a nearly $100 million profitable company.
  • Key Achievements:
    • Implemented advanced process automation tools and strategies, significantly reducing costs and improving operational efficiency.
    • Led the integration of HubSpot CRM and sales pipeline management software, enhancing data analytics, accountability, transparency, and reporting capabilities.
    • Achieved over 99% profit quota in 2020 and 2021, consistently meeting and exceeding targets.
    • Grew revenue from $61 million to nearly $85 million between 2019 and 2021.
  • Tools Used:
    • HubSpot, Retool, Blaick, GeoEdge, Protected Media, Looker.
  • Company: RevContent
  • Project Overview:
    • Directed strategic planning and operational efficiencies to drive growth and enhance team performance.
  • Key Achievements:
    • Developed and implemented advanced system integrations and process automations (Salesforce, MeetGeek.ai, Seamless.ai, Groove, Monday, Everflow, Tableau) to optimize team efficiency and client communication.
    • Created robust reporting systems (using Tableau) to measure performance against business, department, and individual KPIs.
    • Negotiated cost-effective solutions and developed a detailed budgeting, goal, and hiring plan aligned with strategic business goals for 2024, contributing to substantial cost savings and improved operational efficiency.
  • Tools Used:
    • Salesforce, MeetGeek.ai, Seamless.ai, Groove, Monday.com, Everflow, Tableau.
  • Company: GiddyUp
  • Project Overview:
    • Led the Business Development team, overseeing the entire sales pipeline from prospecting to contract signing and brand launch.
  • Key Achievements:
    • Secured over $16 million in new business revenue in 2023.
    • Increased offer launches by 23% year-over-year, driving product growth and market expansion.
    • Developed comprehensive training materials and plans for new employees, ensuring successful onboarding and clear role definitions.
  • Tools Used:
    • Salesforce, Tableau, Monday.com, Everflow.
  • Company: RevContent
  • Project Overview:
    • Created dashboards and systems to automate tracking and performance reporting, replacing limited manual reporting.
  • Key Achievements:
    • Developed robust reporting on sales pipeline performance, referral efforts, and performance against KPIs.
    • Established performance metrics to quickly identify offers that fall short and optimize using different levers across departments.
  • Tools Used:
    • Tableau, Looker, Excel, SQL.
  • Company: RevContent
  • Project Overview:
    • Guided the organization through significant changes and process optimizations to improve efficiency and reduce costs.
  • Key Achievements:
    • Led cross-departmental initiatives to refine and integrate business processes and tools, establishing key performance metrics that drove a culture of accountability and continuous improvement across teams.
    • Implemented structured agendas and dashboard summaries to streamline the decision-making processes across business units.
  • Tools Used:
    • Asana, Trello, Monday.com, Notion.