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Strategy & Operations Leader | BizOps · GTM · Revenue Ops | Fintech & Real Estate
New York, New York, United States of America
Work history
Roam
Morty
Deloitte
Deloitte Consulting LLP
J.P. Morgan
Viacom
Sony
SEP 2024 - PRESENT · 2.1 years
Head of GTM & Operations
SEP 2024 - PRESENT · 2.1 years
Architected sales operations infrastructure from scratch (Front, Intercom, HubSpot, Looker, AI call coaching) and built revenue dashboards; achieved 90% CSAT. Launched seller channel from 0-to-1 through agent and seller discovery research, defining value propositions and go-to-market motion across pilot markets; achieved $300K ARR within 3 months. Built partner program infrastructure with streamlined onboarding and automated lead tracking systems, enabling 3x growth to 100+ agent partnerships and $1M+ ARR within 6 months. Lead cross-functional initiatives with product, engineering, and marketing to turn GTM insights into product and campaign improvements.
GTM Lead
SEP 2024 - PRESENT · 2.1 years
DEC 2018 - OCT 2023 · 4.9 years
Director of Operations
JUL 2021 - OCT 2023 · 2.3 years
Stood up 5 new loan programs end-to-end, expanding product coverage ~50%; built and led cross-functional team across product, engineering, legal, marketing, sales, and underwriting to execute. Developed lead scoring model and segmentation system that doubled mid-funnel conversion; built TTM efficiency model to surface processing bottlenecks. Owned product-business relationship: managed intake, prioritization, and roadmap planning; served as ops SME on product-led projects.
Sales Operations & Origination Lead
SEP 2020 - JUL 2021 · 11 months
Managed the sales operations team while also advising and working with borrowers who were looking to achieve their dream of becoming homeowners. Responsibilities spanned CRM management, customer segmentation, sales operations and strategy, customer experience, and customer support.
Lead, Sales Operations & Origination
DEC 2018 - JUL 2021 · 2.7 years
Founding sales team member and Scotsman Guide Top Originator (2021); built CRM infrastructure and sales processes from scratch supporting 20x revenue growth.
Sales & Finance
DEC 2018 - SEP 2020 · 1.8 years
Early member of the sales team and top-producing loan officer. Helped nearly 500 borrowers achieve homeownership and was a nationally recognized Scotsman Guide Top Originator.
JAN 2016 - NOV 2018 · 2.9 years
Strategy & Analytics Consultant
JAN 2016 - NOV 2018 · 2.9 years
Delivered corporate strategy, analytics and digital strategy, and operations transformation projects to clients across banking, insurance, technology, oil & gas, and biotech.
JAN 2016 - NOV 2018 · 2.9 years
Consultant, Strategy & Analytics
JAN 2016 - NOV 2018 · 2.9 years
Validated US market entry strategy for a multinational insurer through market research, analyzing a $9B+ target market. Designed marketing data and analytics strategy for an oil & gas company; built business case to drive $25M+ in marketing revenue. Conducted commercial, operational, and financial VC due diligence on a $1B+ biotech startup.
JUN 2013 - OCT 2015 · 2.4 years
Analyst, Corporate Treasury — Finance Analyst Development Program
AUG 2014 - OCT 2015 · 1.3 years
Managed North America Treasury Funding forecasting; analyzed debt positions and conducted ICAAP/CCAR stress testing.
Analyst
JUL 2014 - OCT 2015 · 1.3 years
Participated as a Corporate Treasury Analyst in the Finance Analyst Development Program
Summer Analyst
JUN 2013 - AUG 2013 · 3 months
JUN 2012 - AUG 2012 · 3 months
Intern
JUN 2012 - AUG 2012 · 3 months
MAY 2011 - AUG 2011 · 4 months
Intern
MAY 2011 - AUG 2011 · 4 months
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