Revenue Operations & GTM Strategy

Revenue execution breaks
where shared logic ends.

I build the operating systems that fix it.

AI can now generate the messaging, enrich the data, and run the plays. It still can't decide which segments are real, what the number actually means, or how to get GTM functions executing from one plan. That's the layer I build — the judgment between strategy and execution that doesn't automate away. I find where the shared logic is broken across B2B revenue orgs, and build the infrastructure that connects it.

Perspective

Everyone automated the work.
Nobody automated the judgment.

Every layer of go-to-market is being automated — enrichment, prospect research, message generation, the plays themselves. A capable agent can assemble most of it on demand. The whole category is racing to sell you "context": a context engine, a context graph, a context layer. The word is becoming noise.

Here's what doesn't commoditize. Deciding which 500 accounts out of 10,000 are actually worth pursuing. Knowing what your forecast number means when Sales, Finance, and CS each define it differently. Sequencing a plan the whole revenue org will actually execute against. The tools generate options cheaply now — which makes the judgment about which options are right the scarce resource, not the abundant one.

My work sits at that layer. I'm fluent in the modern AI-GTM stack and clear about where it stops — because the hard part was never the tooling. It was the operating judgment underneath, and that's exactly where I've spent my career.

The problem I solve

Context failures,
not strategy failures.

Sales, Finance, and CS are each operating from a different version of the business — different ICP, different pipeline criteria, different success metrics. Every tool you add and every hire you make underperforms because the shared logic underneath isn't there.

The result is a forecast nobody fully trusts, a GTM team that's busy but misaligned, and transformations that don't stick.

The pattern is consistent across organizations ranging from $40M to over $1B in revenue: when functions operate from fragmented definitions, execution underperforms regardless of effort. Fix the shared logic first — ICP, pipeline criteria, operating cadence, customer journey — and downstream outcomes improve.

At one company, the ICP meant something different to Sales, CS, Finance, and Product — four functions, four versions of who to pursue. A cross-functional diagnostic built one shared framework from retention data and pipeline analysis. New logo average deal size increased.


At another, a revenue shortfall traced back to the same root cause: no shared definitions for pipeline stages, roles, or opportunity criteria. Building the shared logic got people executing from the same context and pipeline moving in a positive direction.


Different companies. Different symptoms. Same underlying problem.

Career arc

Not a straight line.
A deliberate one.

My path from finance into operations was intentional — each role adding know-how the next one required. Across every chapter, the pattern has been the same: when teams lack shared context, execution fragments. My work has been to diagnose where the shared logic is breaking, then build the operating systems that help people execute with clarity.

2005 – 2012 · Foundation
Finance and Business Fluency
Thomas Weisel Partners · Ferrer Freeman · Wharton MBA
Started in healthcare investment banking and private equity. Financial modeling, M&A advisory, board work. Gained the insight that operational know-how is the long-term value creator. Wharton gave me the strategic framework to pursue that conviction.
Financial modeling M&A advisory Strategic frameworks
2012 – 2019 · Healthagen & athenahealth
From Deals to Operations
Healthagen (Aetna) · athenahealth
Sourced and led partnerships and M&A across Aetna's Healthagen health-tech portfolio, then moved into operations at athenahealth. As Chief of Staff to the COO, I ran the operating cadence across R&D, service delivery, and implementation. I then launched a Population Health line of business — built the GTM plan, led the first client implementations, and grew services delivered more than 10x year-over-year. It culminated in leading corporate development through the company's $5.7B sale to Veritas Capital — and negotiating a partnership with Apple to bring patient medical records into the Health app.
$5.7B sale to Veritas Apple Health partnership New line of business · 10x Chief of Staff to COO
2019 – 2022 · Pegasystems
GTM Strategy at Scale
Pegasystems
Moved from corporate development to revenue operations by design — closer to customers and driving revenue impact. Led the company-wide shift from on-premise licensing to a cloud pricing and deployment model — a transformation that helped grow annual contract value 1.7x as the business scaled past $1B. Led corporate strategy for the largest business unit, then pivoted into GTM leadership: ran global go-to-market strategy across seven industries, designed the operating cadence, and built a pre-sales workshop that standardized how clients evaluated solutions and influenced a meaningful share of pipeline. Drove enablement and change management across 800+ sellers worldwide.
ACV 1.7x past $1B 800+ sellers enabled 7 industries Cloud pricing transformation
2022 – 2026 · Automation Anywhere, Mural & Transfr
Revenue Operations, Full Ownership
Automation Anywhere · Mural · Transfr
At Automation Anywhere: Senior Director RevOps for a ~$300M ARR business moving upmarket — delivered KPI reporting and analytics to the CRO and designed a structured sales methodology, with coaching and tooling, that lifted seller productivity year-over-year. At Mural: ran sales operations and deal desk for a ~$100M ARR business spanning enterprise and self-serve — owned planning, segmentation, territory and comp, tightened the annual model to within a few points of actuals, and used cohort analysis to focus investment on the ~12 segments driving roughly half of ARR. At Transfr: first RevOps hire in company history — stood up annual planning, an ICP framework from retention analysis, an enablement function, and territory management end-to-end, and simplified a 27-plan commission structure into four role-based plans while increasing new-business deal size.
~$300M ARR ~$100M ARR 27 comp plans → 4 Within points of actuals ~12 segments = ½ ARR First RevOps hire

What I build

The revenue operating
system.

Most problems I'm drawn to don't fit neatly into a single function. They sit at the intersection of strategy, data, process, and people — the orchestration layer between what the business decides and what it actually executes. That's where I do my best work, and it's the part that doesn't automate.

Forecasting & Visibility

Not just a number — a system. Cadences, data models, and dashboard architecture that give the CRO and CFO a single version of truth from pipeline through revenue.

GTM Planning

Annual and quarterly cycles that connect capacity, territory, quota, and comp into a coherent plan — not a spreadsheet exercise, but a shared operating commitment.

Cross-Functional Alignment

Finance and Sales don't speak the same language by default. I build the bridges — shared KPIs, joint reviews, and operating cadences that make handoffs work.

Systems & Process Design

Lead-to-renewal, quote-to-cash — the workflows that keep revenue moving cleanly. Built across multiple CRM and GTM stacks; the principles transfer regardless of tooling.

Comp & Incentive Design

Plans that actually align behavior to strategy — not just quotas on a spreadsheet. Designed and simplified compensation structures across multiple companies and revenue models.

Analytical Storytelling

Boards and executives are drowning in data and dashboards — what's scarce is the right insight, framed so it drives a decision. I build the reports and write the narrative that turns analysis into aligned action.

Work with me

The next
build.

Open to senior operating roles where strategy, analytics, process, and operating discipline need a single owner — at a B2B company with real commercial complexity and room to build.

Senior Operating Leadership

VP · Head · Senior Director — RevOps / GTM / Commercial Operations

Revenue operations leader with 13+ years scaling B2B technology companies by pairing hands-on operational ownership with direct partnership to CROs and sales executives. I lead and coach RevOps teams while owning forecasting, quota and territory planning, CRM governance, deal desk, analytics, and enablement — translating data into action that improves pipeline visibility, forecast accuracy, and deal velocity, and building the board-level reporting that informs decisions and drives growth. MBA, Wharton; BA, Dartmouth.

Selected proof: consolidated a 27-plan commission structure into 4 · brought an annual model within a few points of actuals · helped grow ACV 1.7x past $1B · drove enablement across 800+ sellers · led corporate development through a $5.7B sale.
Start a conversation →

Prefer the full résumé? Reach out and I'll send it — I'd rather start with a conversation.

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Advisory & Fractional

Also open to select engagements

Project-based or fractional work with growth-stage and mid-market B2B companies — GTM strategy, forecasting, segmentation, and operating cadence. See the GTM Foundation Assessment →

Let's talk

If your pipeline is unpredictable,
your functions are misaligned,
or you're about to scale operations
onto a foundation that isn't ready —
let's talk.

Start a conversation →