Salesforce & Revenue Operations.
Built from zero. Run clean.
I design, fix, and run revenue systems across Sales, Service, and Experience Cloud, and Pardot — end to end. First Salesforce hire at a high-growth PBM, where I built the revenue and service operations from the ground up.
Nine-plus years across enterprise consulting and high-growth startups. Clean systems beat clever ones.
I run CRM audits, fix broken processes, implement targeted improvements, and set up tooling that supports revenue growth — moving teams from messy, manual work to clean, reliable operations.
Open to contract and full-time roles where I can go deep and stay to see the system run.
What I build
CRM Audit & Recovery
When a CRM has become unreliable or painful to use, I step in to identify what is broken — data quality, automation gaps, user adoption, or architecture issues — and deliver a clear, prioritized fix plan.
Build & Implementation
New objects and flows, integration cleanup, reporting infrastructure, and automation that removes manual work — built to spec, whatever the revenue stack needs.
Revenue Operations
End-to-end ownership of the revenue stack: process design, system health, pipeline and forecast hygiene, and reporting leadership can trust.
Architecture Review
A second set of eyes on an existing setup or an upcoming Salesforce change, before you commit resources to it.
Experience highlights
- — Built end-to-end processes across Sales and Service Cloud.
- — Designed data pipelines, automation, and reporting that removed manual work.
- — Complex integrations, data cleanup, and helping teams adopt tools they previously avoided.
- — Salesforce Certified Platform Administrator and Agentforce Service Consultant (verify).
The work, in detail
The Salesforce work lives in the case studies — start with SmithRx. Side projects (including GTM Discipline) sit alongside it.
Let's build something clean.
If you need a Salesforce specialist who can own the system end to end — on contract or full-time — let's talk.