Performio
Irvine, CA (Remote)
Director of Revenue Operations
Apr 2026 – Present
- Engineered a modern “Work-to-Cash” ecosystem by integrating Salesforce, Rocketlane, and Zendesk; automated scoping, invoicing, and revenue recognition to ensure 100% financial accuracy and scoping efficiency
- Pioneered the integration of AI agents and LLMs across the GTM stack to automate the end-to-end revenue lifecycle, including intelligent prospecting, cross-system data synchronization, and automated synthesis of executive dashboard analytics
Manager of Revenue Operations
Mar 2022 – Mar 2026
- Architected and led the integrated operations strategy for Sales, Marketing, and Professional Services, supporting a 300% ARR growth trajectory through scalable reporting and enablement
- Developed high-impact KPI frameworks for bookings, pipeline health, and predictive forecasting used for executive management and JMI Private Equity board reporting
- Directed procurement and strategic implementation of the GTM technology suite (Salesloft, Gong, 6Sense, Qualified), contributing to a 3x increase in ARR win rate
- Designed and implemented company-wide incentive compensation plans on the Performio platform, automating commission transparency for the first time in company history
insightsoftware
Raleigh, NC
Sales Operations Manager
Mar 2022
Senior Sales Operations Analyst
Mar 2021 – Mar 2022
Sales Operations Analyst
Aug 2019 – Mar 2021
- Orchestrated GTM reporting and territory modeling for a financial reporting SaaS firm, supporting ARR scale from ~$50M to ~$400M through aggressive acquisitions
- Supervised direct reports, overseeing workload delegation and professional development as the team grew from 3 to 12 individuals
- Managed a $13M commission budget for a 200-person global sales organization, building custom calculation tools in Alteryx
- Led large-scale data hygiene initiatives, deduplicating 330k Salesforce accounts using AWS Mechanical Turk and HG Insights
ArchiveSocial
Durham, NC
Sales Operations Analyst
Aug 2018 – Aug 2019
- Designed SQL-based operations, Salesforce processes, and territory architecture to increase prospecting efficiency and data structure for the internal sales team
- Partnered with Marketing to oversee Pardot-to-Salesforce lead conversion and developed company-wide sales process guides
Duke Law and Policy Clinic
Durham, NC
Legal Assistant
May 2018 – Aug 2018
- Directly supported the Clinic Director in evidence, research, and compilation for case litigation
- Generated cost-benefit analyses from environmental and economic models, alongside novel research
Axiom Law / Credit Suisse
Raleigh, NC
Contract Negotiation Analyst
Aug 2017 – Feb 2018
- Operated as part of an on-site team dedicated to supporting a single client — a global leader among financial service providers
- Supported the derivatives trading desk in compilation of financial documentation, redlining, and process automation