Revenue Operations · Customer Success

I own the number
and build the systems
behind it.

Revenue Operations and Customer Success leader, 20 years across the full go-to-market motion — customer success, account management, and marketing — with a background grounded in quantitative analysis. I work the seam where success, sales, and marketing meet: instrument the funnel, deploy AI across the revenue stack, and move the metrics that pay the bills.

Phoenix, AZ · Remote 20 yrs across GTM NRR · Pipeline · Forecasting
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Experience
20 yrs
across the GTM motion
ARR managed
$3.5M+
per book, enterprise & mid-market
Channels unified
5
into one revenue view
AI
In prod
deployed across the stack
01

About

For 20 years across enterprise SaaS and multi-channel commerce, I've owned the post-sale revenue motion end to end: net revenue retention, renewals and expansion, churn, and the reporting that makes all three visible. Relationships matter, but the results came from instrumenting the funnel and acting on what the data showed.

In practice that means building the attainment and pipeline dashboards, cleaning up CRM data so the forecast actually holds, and designing the health-scoring that flags risk early. A lot of the job is getting teams that don't naturally talk to each other to agree on one set of revenue numbers.

I'm also genuinely AI-native. I deploy it across the revenue stack — discovery automation, content generation, workflow — and I hold it to the same outcome bar as everything else. I'd rather ship something and measure it than spend a quarter evaluating.

My background is unusually cross-functional: customer success and account leadership, plus a stretch running marketing as a director. That's the range revenue operations needs. I can see the whole GTM motion instead of one slice of it.

02

Experience

2024 — Present
Wagons West LLC
RevOps & GTM systems · retail + SaaS
Revenue Operations & Customer Success Consultant
  • Designed and ran data-driven revenue strategies for SaaS and multi-location retail clients, building the renewal and expansion motions behind net retention.
  • Led GTM systems and CRM/commerce platform selection across a three-location operation, aligning tooling with revenue goals.
  • Built attainment dashboards across five sales channels for real-time pipeline visibility, plus pricing and margin models from raw financials.
  • Deployed AI automation across the funnel — schema, content, workflows — and documented the repeatable playbooks behind it.
2022 — 2024
Showpad
Enterprise / mid-market · sales enablement
Senior Customer Success Manager
  • Owned NRR across a $3.5M+ ARR enterprise and mid-market book, running the expansion strategy and AI-assisted account analysis behind its growth.
  • Built and ran the expansion pipeline, using data-driven targeting to prioritize upsell while protecting gross retention.
  • Used predictive scoring on usage data to flag churn risk and surface expansion signals early.
2020 — 2022
Exactera
Enterprise tax & compliance software
Senior Client Success Director
  • Owned the renewal motion for a complex compliance portfolio on a $3.25M+ ARR book, pairing tax and transfer-pricing guidance with disciplined account management.
  • Led the renewal negotiations and expansion conversations across the client base.
  • Directed implementation teams, standardizing onboarding to accelerate time-to-revenue.
2014 — 2020
Enspire for Enterprise
Franchise & multi-location digital marketing
Customer Success Director
  • Owned enterprise account growth on a $3.6M+ ARR portfolio through demand generation, audience targeting, and campaign optimization.
  • Led the renewals and negotiations that sustained it in competitive markets, with ROI tied to demand-gen spend.
  • Served as the central cross-functional liaison across sales, marketing, and delivery.
2012 — 2014
Gearfire
E-commerce & marketing tech · sporting goods retail
Director of Marketing
  • Led multi-channel demand-generation strategy to build brand visibility and product adoption in the sporting goods sector.
  • Aligned marketing, sales, and support on shared campaign metrics and consistent messaging.
  • Analyzed funnel and attribution data in Google Analytics and Salesforce to sharpen targeting.
03

AI in practice

Case study · deployed, not evaluated
An AI-powered discovery & conversion layer for a multi-location retailer
The problem

A three-location specialty retailer with a national e-commerce presence was invisible to AI-driven discovery — LLM answers, AI search, assistant-led shopping. A hosted platform constrained schema control, and revenue lived in five separate systems with no unified view.

What I did

Built an AI-readable data layer (JSON-LD schema, llms.txt, refined robots.txt) on a controllable subdomain. Generated a buying-guide content engine mapped to real buyer questions. Consolidated five channels into one attainment view, then modeled pricing and margin on top-velocity SKUs to prioritize effort.

Outcomes
  • Closed the AI-discovery gap — made the brand machine-readable to answer engines.
  • Single source of truth for revenue across all five channels.
  • A repeatable playbook for structured data, AI content, and reporting that scales.
  • Documented automation that took repeatable work off the operating workload.
Why it matters for RevOps

This is the RevOps job in miniature. Fragmented revenue data got unified, the funnel got instrumented, automation went into production, and every change tied back to a number. The same playbook runs on a SaaS revenue org.

04

Beyond the funnel

Off the clock

I'm based in Arizona and I travel every chance I get. It's the same itch that makes me good at the work: I want to understand how a thing actually operates, whether that's a revenue system that won't reconcile or a city I've never been to. Figure out the whole picture, then find where the leverage is.

Let's talk about your number.

Open to Revenue Operations and CS/RevOps roles where the mandate is to own a metric and build the systems behind it.

Email me LinkedIn ↗