About Me
- 15+ years driving GTM Revenue Operations and Strategic Planning across high-growth B2B SaaS and Fintech — building the analytics-to-action layer that revenue organizations need to grow with conviction.
- Proven track record of building ops functions from establishing data infrastructure, to scaling teams and delivering the executive intelligence layer that drives CRO and Board-level decisions.
- Thrive in ambiguity and fast-paced environments, combining deep analytical rigor with strong executive stakeholder management to transform complex, cross-functional challenges into scalable, high-impact GTM systems.
- Dedicated to developing exceptional teams, fostering a culture of operational excellence, collaboration and continuous improvement — with a passion for tech-for-good, making a positive impact on the world with technology.
Experience
AlphaSense
2025–Present
AI-powered market intelligence platform trusted by 6,000+ global enterprises to make faster, higher-conviction decisions
Senior Director, Global Revenue Operations, GTM Intelligence
- Designed and scaled full GTM Intelligence infrastructure supporting a $500M organization across Sales, SDR and Customer Success — from a governed data spine to rep-level analytics, ICP segmentation, quota & capacity modelling and territory strategy, creating an executive reporting layer that became the CRO's primary intelligence system.
- Transformed operating model from reactive reporting to proactive intelligence — delivering recurring signal-driven insights and Board-ready narratives that surface risks, growth opportunities, and forward-looking conviction.
- Building full-funnel conversion visibility, vertical health and greenspace analysis, and consumption-based usage signals to support the company's transition from seat-based SaaS to hybrid monetization.
- Powering the company's AI-driven GTM transformation by delivering the trusted data foundation for 8 high-priority automation use cases — from predictive forecasting and territory intelligence to proactive account health scoring, projected to drive $20M+ in incremental ASV and reclaim 10,000+ seller hours annually.
Business Advisory
2022–2024
Independent consulting — GTM strategy, revenue operations, financial modeling, and business planning
Independent Consultant
- Advised founders, executives, and a global enterprise SaaS client on GTM strategy, revenue operations, financial modeling, and business planning — supporting clients from early-stage fundraising through $300M+ revenue scale.
- Partnered with a newly appointed CRO to redesign performance metrics, global analytics dashboards, and cross-functional planning processes, directly contributing to a 20%+ reduction in customer churn.
Anaplan
2018–2022
Cloud-based business planning platform · IPO'd 2018 · Acquired by Thoma Bravo for $10.7B in 2022
Senior Manager, Business Operations · First ops hire post-IPO
- Advised executive leadership on go-to-market strategy, global expansion, prospect ranking, and business process optimization, territory planning, account segmentation and investor relations as the first ops hire post-IPO.
- Strategically grew global sales team from 70 to over 300 in three years.
- Led annual business planning process including territory design, capacity planning, headcount & systems budgeting.
- Served as a cross-functional business partner, driving transparency, collaboration and rigorous project execution across sales, finance, marketing, CS and product teams, reducing deal cycle time by 30%+.
Okta
2017–2018
Identity and access management platform · IPO in 2017 · 18,000+ customers globally
Manager, Business Operations
- Drove cross-functional operational efficiencies that led to a 60% annual revenue increase ($160M to $256M).
- Established a robust sales forecasting system that improved global forecasting accuracy error from 25% to 8%.
- Overhauled quarterly business performance reviews for executives and board of directors in preparation for post-IPO investor reporting — creating live performance dashboards and reducing delivery time by 50%.
- Cultivated effective collaboration between sales, marketing and HR teams, optimizing the annual planning process.
Glassdoor
2017
Company reviews, salary information & job listings · Acquired by Recruit Holdings for $1.2Bn
Manager, Sales Operations
- Mentored sales analytics team in developing scalable, automated KPI dashboards.
- Evaluated effectiveness of the sales organization by analyzing productivity, sales funnel conversion and market penetration.
- Partnered with CFO in driving global client value retention analysis.
- Provided data analytics, revenue modeling and reporting to support sales force quarterly business reviews.
Quixey
2014–2016
Search engine for apps enabling users to find apps and in-app content across various platforms and devices
Manager, Strategic Finance
- Designed and led weekly performance metrics reviews with key leadership from product, engineering, and business.
- Built region-specific pricing strategies for onboarding new advertising partners in the US, China and India.
- Developed global P&L and cash flow sensitivity models to evaluate new strategic opportunities.
- Trained and mentored junior financial analysts in forecasting and optimization models.
Nextag
2012–2014
Online comparison-shopping platform enabling users to compare prices and products across various categories
Manager, Strategic Finance
- Led weekly corporate performance reviews with senior executives and managers.
- Built and managed 3 merchant pricing strategy models, resulting in $10MM annual revenue boost.
- Optimized pricing to deliver $5M in surplus revenue, while boosting merchant sales at competitive cost of sales.
- Developed and managed annual strategic, operations and budget plan.
Visa
2011–2012
Global payments technology network · Processes $15T+ in transactions annually across 200+ countries
Analyst, Finance
- Consolidated, analyzed, forecasted and reported global corporate revenues and revenue drivers, operating expenses and headcount allocation, working cross-functionally with global and regional teams.
- Performed benchmarking, market research and variance analysis in support of developing the forward year's budget.
Goldman Sachs
2010–2011
Global investment banking and financial services firm · Ranked #1 advisory bank worldwide
Analyst, Investment Banking
- Provided recommendations for acquisitions, sales, divestitures, LBOs and equity offerings through extensive valuation analyses.
- Advised CEO of $4.0Bn international, private growth retailer on acquisition opportunities in Asia and the e-commerce space by evaluating public competitors and comparable transactions.
- Pitched an international convenience store chain on a potential $1Bn IPO in the US and secondary listings globally.
Skills & Tools
Revenue & GTM Strategy
Budget Management
Commercial Strategy
Financial Modeling
GTM Intelligence
Market Research
Optimization Strategy
Process Improvement
Leadership & Operations
Cross-Functional Leadership
First Principles
Operational Excellence
Product Strategy
Project Management
Risk Management
Communication & Influence
Board Narrative
Data Visualization
Executive Clarity
Impeccable Communication
KPI Management
Technical Writing
Tools & Technology
AI-Driven Analytics
Anaplan
ChatGPT
Claude Code
Excel
Google Sheets
HubSpot CRM
Perplexity
PowerBI
Python
Salesforce CRM
Tableau
Education
2024
University of California, Berkeley · Haas School of Business
Machine Learning & Artificial Intelligence
2023
Center for Humane Technology (CHT)
Foundations of Humane Technology Course
2009
University of California, Irvine
B.S. in Business Economics
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