Salesforce Revenue Operations Consultant
I help Sales Ops teams fix broken CRM processes, eliminate manual work, and build automation that holds up — at scale, under real conditions, with real sales teams.
The problem
Reps do manual work the platform should handle. Renewal dates live in spreadsheets and someone's memory. Every new project takes three times longer than it should because you're untangling the existing logic before you can build anything new.
Results
Every engagement is different. The common thread is the same: when reps stop fighting their CRM, they close more. Read the full case studies.
Rebuilt Flows, validation rules, and the Lightning UI from the ground up. Drove real adoption across the sales org — not just configuration, but a system people actually used. Over $500K in annual savings, plus dramatically better data quality and pipeline accuracy.
A manual territory process was costing the team 30+ hours every week. Built a custom Flow application that handled assignment automatically and instantly. Reps stopped waiting. Follow-ups happened on time. The org saved over $500K that year.
Redesigned how Salesforce handled leads — validation rules, Lightning pages, conversion logic. No new tools. No new headcount. Within six months, early-stage pipeline was up 50%. The pipeline wasn't thin. It was leaking.
Nobody was following up on one-time clients because there was no system telling reps who to call or when. Built automation that created a conversion opportunity the moment a one-time deal closed — pre-populated, assigned, ready to work. Ten to twenty new opportunities created every day. $800K in closed won revenue in year one from deals that would have otherwise been forgotten.
Sales numbers were wrong and everyone knew it. Pipeline overstated, won/loss reports unreliable, expansion revenue invisible. Traced the problem back to a broken finance integration that had been copied to a new system without fixing what was wrong. Twenty-five reps spending 1,500 hours a year maintaining a process that made the data worse every time someone used it. Fixed the sync logic, built a screen Flow for expansion opportunities, and gave sales leadership numbers they could finally act on.
What I do
How I work
"The stated problem is rarely the real problem. You follow the thread. That's where the money is."
A client asked me to help store documents inside Salesforce. When I looked at what they were actually doing, I found a $140K/year product being used as a manual file relay. It was decommissioned within months.
Every engagement gets my direct attention. I work with Sales Ops teams at mid-market and enterprise companies, typically on a project basis or monthly retainer.
Schedule a conversationAbout
I've spent my career working inside Salesforce orgs at enterprise and mid-market companies — financial services, technology, healthcare — building automation that holds up under real conditions.
I've seen what happens when the platform is built poorly and inherited the cleanup. That experience is what I bring to every engagement: not just what to build, but what not to build, and how to make it maintainable for the team that lives in it after I'm gone.
I hold 13 Salesforce certifications and have shipped over 1,000 changes through CI/CD pipelines. I'm based in Austin, Texas and work with clients across the US.
Certifications
Case studies
That's a solvable problem. A 30-minute call costs nothing. We'll talk about what's slowing your team down and whether I'm the right fit to fix it.
No pitch. No pressure. 30 minutes.