Revenue Operations · Deal Desk · Agentic Data Systems
I run the revenue engine — pricing, pipeline, and the CRM behind it — and I build the AI agents that keep it honest.
Seven years in RevOps and Deal Desk, most recently owning eight-figure deal negotiations and Salesforce administration through four acquisitions. Now applying that same operational discipline to agentic workflows: pipelines that pull real data, watch it change, and report on it without a human re-running the query every time.
Where I operate
Deal Desk & Revenue Operations
Owned Deal Desk on $10M+ negotiations, sales compensation design, and GTM rollout for a company that grew ARR by $100M+ — including navigating four acquisitions from both sides of the table.
Salesforce & Systems Administration
Admin-level Salesforce ownership across territory design, approval routing, and post-merger instance consolidation, plus a sandboxed Salesforce Developer org used for hands-on agentic-workflow experiments.
BI & Analytics
Customer Success and revenue dashboards in Streamlit, Power BI, and Tableau — client risk, NPS, renewals, and NRR — grounded in real statistical modeling (Holt-Winters, random forest) rather than dashboard assembly alone.
Data Pipelines & Emerging AI
Building agentic pipelines that watch public datasets, detect meaningful change, and turn it into a written brief — the CMS market-analysis project on the Portfolio page is a live example, not a slide.
Experience
- GTM Operations AnalystEleos Health2026–Present
Customer Success dashboards (client risk, NPS, renewals, NRR) and dataflow reconciliation, built primarily in Streamlit.
- Senior Manager, Deal DeskPG Forsta (acquired by Qualtrics)2023–2026
Owned Deal Desk for $10M+ negotiations, ran GTM strategy and Salesforce rollout, and guided the team through four acquisitions.
- Senior Operations AnalystPG Forsta2021–2023
Restructured territories and reporting infrastructure; built predictive models for forecasting, risk, and retention.
- Sales Operations AnalystJubilant HollisterStier2018–2021
Built a demand-planning model that improved forecast accuracy 5% and owned Salesforce CRM data governance.
Skills
Revenue Operations
- Deal Desk
- Salesforce
- Sales Compensation Design
- Territory & Pipeline Management
- RFP / Pricing & Packaging
Data & Reporting
- Streamlit
- Power BI
- Tableau / Tableau Prep
- SQL / SOQL
- DBT
- Amazon Athena & S3
Statistical Modeling
- Random Forest
- Holt-Winters Forecasting
- ANOVA / T-tests
Emerging: Agentic AI
- LLM Agent Orchestration
- GitHub Actions Pipelines
- Claude & OpenAI APIs