SF BAY AREA · 37.77°N 122.42°W TIDE: RISING — OPEN TO WORK REV 2026.07
GTM / REVOPS SYSTEMS ARCHITECT

Chaos in.
Clarity out.

12+ years turning turbulent, undocumented systems into calm, governed infrastructure — Quote-to-Cash architecture, CPQ platforms, and AI-native operations for high-growth SaaS companies.

SIGNAL — LEAD ROUTING, TURBULENT → CALM CLICKUP · LEANDATA REBUILD · 2024
CHAOTIC SIGNAL — LEAD ROUTING 50% error rate CALMED IN 30 DAYS CLEAR CURRENT — GOVERNED ROUTING GRAPH 0.1% error rate
01

About

I'm a GTM/RevOps leader and technical generalist who fuses Mechanical Engineering analytical rigor with Quote-to-Cash and applied-AI systems architecture. Over 12+ years, I've been the person organizations call in when a system is undocumented, a platform needs replacing, or an operations function needs to be rebuilt from the ground up under pressure.

My work sits at the intersection of CPQ architecture (Salesforce CPQ, DealHub, Zuora, NetSuite, Xactly), RevOps middleware (LeanData, Ironclad, MuleSoft, Workato), and production AI agent design — and I stay hands-on with configuration even while directing and upskilling technical teams of engineers, admins, and analysts.

Titles like "Staff BSA" and "Senior Operations Manager" undersell the scope of what I've actually owned: end-to-end platform selection, VP-level business cases, cross-functional governance, and revenue-integrity ownership across multi-billion-dollar product lines. This site is meant to show that scope directly.

Core Competencies
QTC & MonetizationCPQ · DealHub · Zuora · NetSuite · Xactly
RevOps & MiddlewareLeanData · Ironclad · MuleSoft · Workato · Boomi
AI / LLM ArchitectureClaude · ChatGPT · Gemini · Agent Design
Sales & Marketing SystemsGong · ZoomInfo · Outreach · Marketo
Analytics & PMSQL · Tableau · Clari · Jira · Confluence
02

What I Actually Deliver

Six capabilities that show up in every engagement — from identifying the opportunity to shipping a system and proving it moved the number.

01
Identify high-leverage opportunities
Audited undocumented routing logic to isolate the root cause of a 50% error rate; scanned RevOps workflows to find the highest-volume manual work worth automating first.
02
Decide what should be automated
Prioritized 13+ agent builds against manual-hour impact, not novelty — targeting document processing, QA, and operational analytics where automation moved real capacity.
03
Build AI systems that improve pipeline
Designed and shipped production AI agents and CPQ/quoting automation that cut deal-desk cycle time and lifted operational throughput by 80%.
04
Run experiments
Built and led 50+ cross-department UAT sessions and structured Quality Review programs — treating every system change as a hypothesis to validate before it scaled.
05
Measure business impact
Every initiative shipped with a number attached: 0.1% routing errors, 30% fewer billing errors, 15–25 hrs/week automated — not activity, outcomes.
06
Evaluate new AI capabilities before everyone else
Hands-on across Claude, ChatGPT, and Gemini since early availability; built ClickUp's enterprise LLM adoption program and made the case for AI-native workflows ahead of the org.
FROM OPPORTUNITY TO IMPACT
I identify what matters, decide what to automate, build the system, and measure what it moved.
03

Selected Work

Five systems I designed, rebuilt, or led end-to-end — chosen to show range across platform strategy, crisis turnaround, governance design, and AI-native operations.

TURNAROUND

Lead Routing Reconstruction

CLICKUP · 2024

Situation

ClickUp's sole SalesOps resource departed with zero documentation on LeanData's routing configuration. Lead routing errors sat near 50%, actively degrading sales response time.

Action

  • Reached LeanData administration mastery in 30 days through self-directed learning — no prior platform experience
  • Audited legacy routing logic to isolate root causes of the error rate
  • Partnered with Top-of-Funnel leadership to redesign routing architecture around current territory and sequencing logic
  • Deployed new routing graphs with monitoring checkpoints to hold accuracy at scale
50% → 0.1%
routing error rate, within 3 months
30 days
to platform mastery, zero handoff
LeanDataSalesforceSelf-directed
PLATFORM STRATEGY

CPQ Platform Modernization: Salesforce CPQ → DealHub

CLICKUP · 2026

Situation

ClickUp's Salesforce CPQ instance, in place for years, was constraining flexibility, automation, and AI integration as the company scaled — with no existing vendor shortlist or governance playbook for a platform-level replacement.

Action

  • Led a six-vendor evaluation, designing the assessment framework across features, pricing, AI capability, and integration architecture
  • Authored the executive business case for DealHub and secured VP-level investment approval
  • Owned the deployment plan: governance frameworks, change management, and UAT design across Sales, Deal Desk, Finance, and Legal
200+
quoting users across 4 functions
6 vendors
evaluated end-to-end, VP-approved outcome
DealHubSalesforce CPQVendor strategy
AI-NATIVE OPS

Production AI Agent Program for RevOps

CLICKUP · 2024–2026

Situation

RevOps ran on manual, human-intensive workflows with no internal playbook for redesigning operations around AI — and no quality framework to trust AI output at scale.

Action

  • Designed and deployed 13+ production AI agents against the highest-volume manual workflows — document processing, QA, operational analytics
  • Built and delivered an enterprise LLM adoption program for GTM and RevOps teams
  • Established QA as a formal discipline with automated test cases, scaling beyond manual testing capacity
15–25 hrs
of manual work automated per week
13+ agents
in production across RevOps
ClaudeChatGPTAgent designQA automation
CROSS-FUNCTIONAL DELIVERY

Salesforce CPQ Overhaul, 6 Core Sales Processes

MOTIVE (FORMERLY KEEPTRUCKIN) · 2020–2022

Situation

Motive's Quote-to-Cash infrastructure needed a full overhaul to keep pace with rapid GTM growth, spanning New Business, Amendments, Renewals, Cancel & Replace, Early Renewals, and Approvals — with competing priorities across five departments.

Action

  • Served as technical lead and central point of stakeholder alignment across Sales, Finance, Deal Desk, Legal, and Engineering
  • Designed data-integrity checkpoints between Salesforce CPQ and Zuora to eliminate billing errors from subscription handoffs
  • Ran 50+ cross-department UAT sessions and managed technical delivery for a remote team of 8 admins/engineers
30%
reduction in downstream billing errors
50+
cross-department UAT sessions led
Salesforce CPQZuoraTeam of 8
GOVERNANCE DESIGN

BSA Maturity & Engineering Standards

MONGODB · 2022–2023

Situation

MongoDB's Bookings & Commissions team of six engineers was effective but operated without standardized technical design documentation, formal UAT, or consistent deployment standards — limiting audit-readiness and onboarding speed.

Action

  • Designed standardized technical design templates adopted as the team's operating baseline
  • Built a formal UAT program for repeatable, structured feature testing
  • Upskilled the six-person engineering team on CPQ architecture and deployment best practices
  • Architected integrations across Salesforce, NetSuite, Xactly, and Clari for bookings and commissions data integrity
6 engineers
upskilled on CPQ architecture
4 systems
integrated: SFDC, NetSuite, Xactly, Clari
GovernanceUAT designSQL
04

How I Work

Four principles that show up in every transformation I've led, regardless of company or platform.

≈ ENTERPRISE QTC STRATEGY

Architecture before configuration

Platform decisions need governance frameworks and change management built in from day one — not bolted on after go-live. I lead transformation from vendor evaluation through organizational adoption.

≈ AI-NATIVE OPERATIONS

AI as leverage, not a buzzword

The highest-value use of AI in RevOps is disciplined automation of high-volume manual work — with QA rigor that lets the org actually trust the output.

≈ GOVERNANCE & OPERATING MODELS

Systems that outlast me

I build documentation, UAT protocols, and design standards that become the team's baseline — not tribal knowledge that walks out the door with one person.

≈ STAKEHOLDER LEADERSHIP

Translate complexity into decisions

Technical depth is only useful if it moves executive decisions. I turn architecture tradeoffs into business cases that Finance, Legal, and Sales leadership can act on.

05

Experience

NOV 2023 – JUL 2026
Staff Salesforce Business Systems Analyst — Quote to Cash
ClickUp · Remote, CA
Sole CPQ SME for 200+ users; led company-wide QTC modernization (CPQ → DealHub); designed 13+ production AI agents; rebuilt lead routing (50% → 0.1% errors).
JUN 2022 – JUL 2023
Staff Business Systems Analyst — Bookings & Commissions
MongoDB · Remote, CA
Directed and upskilled a 6-engineer team on CPQ architecture; standardized technical design docs and UAT; partnered with VP of Sales and Finance on CRM/revenue alignment.
MAR 2022 – JUN 2022
Senior Business Systems Analyst, Licensing & Fulfillment (Contract)
Splunk · Remote, CA
Formalized Agile/Scrum ceremonies (4x team efficiency); built an enterprise knowledge base (–50% support tickets); led 8 licensing/fulfillment automation projects.
DEC 2020 – FEB 2022
Product Manager, CRM Technology
Motive (formerly KeepTruckin) · Remote, CA
Owned QTC vision and roadmap; led CPQ overhaul automating 6 sales processes; cut billing errors 30% via CPQ–Zuora integrity checkpoints; directed 8 admins/engineers.
OCT 2017 – JUN 2020
Senior IT Manager → Senior Operations Manager
Redaptive, Inc. · San Francisco, CA
Migrated 100+ users Classic → Lightning; solo-architected Sales Cloud instance in 2 months; vendor rationalization improved data accuracy 90%.
NOV 2014 – JUN 2017
Site Modeling Manager → Sales Support Manager
Sunrun · Denver, CO / Irvine, CA
Built and scaled a 20-person design/ops team in 6 weeks; cut per-project costs from $29 to $10; reduced Change Orders from 40% to 15%.
06

Credentials

EDUCATION
Mechanical Engineering, Santa Clara University
EDUCATION
A.S., Energy Management & Building Science, De Anza College
CERTIFICATION
Salesforce Certified Administrator
CERTIFICATION
Salesforce Certified Business Analyst
COURSERA / GOOGLE
Foundations of UX Design; AI Fundamentals; AI for Data Analysis, Writing, Research & App Building
OPEN TO STAFF / PRINCIPAL / DIRECTOR ROLES

If it's undocumented, unowned, or on fire — I can help. Chaos is where I start. Clarity is what I ship.