Proof, not promises.
Each case opens into a short walkthrough: the situation, what I built, the model behind it, and the result. Client specifics are kept general where needed.
The number everything else hangs on.
Hiring plans, spend and board trust all depend on the forecast. So I don’t build it from rep calls alone.
- 01
Seasonality
Open pipeline weighted by the historical win rate for that month, not a yearly average.
- 02
Create and close
Every month, part of won revenue comes from deals that weren’t in the pipeline on day one. I forecast that too.
- 03
Rep judgment
Commit and best case still matter. I use them to pressure-test the model, not replace it.
Clari rolled out company-wide at CloudBees · board forecasts at Suralink · forecast modeling for Safeway’s executive team
The full revenue engine, end to end.
RevOps works best as one connected system. The forecast depends on the territories, the territories drive the comp plan, and all of it rests on clean CRM data. I build and run the whole chain.
Forecasting & planning
Bookings and ARR forecasts leadership can defend, with a weekly cadence behind them.
- Commit / best case
- Capacity models
- Targets & budget
Territories & account assignment
Balanced books of business, fair carving, and routing rules that put every lead with the right rep fast.
- Territory modeling
- Lead & account routing
- Headcount plans
Comp planning & commissions
Plans that drive the right behavior, quotas grounded in capacity, and payouts reps trust.
- Plan design
- Quota setting
- Xactly · Spiff
Reporting & dashboards
One version of the numbers, from the rep’s daily view up to the board pack.
- Pipeline & funnel
- NRR / GRR
- Board reporting
GTM systems & CRM architecture
A data model built for the next stage of growth, including merging instances after an acquisition.
- Salesforce · HubSpot
- CPQ & quote-to-cash
- Data governance
AI workflows & automation
Enrichment, routing, research and hygiene handled by AI agents and workflows, so people spend their time on judgment and selling. I connect AI agents to CRM and GTM data through MCP (Model Context Protocol) servers and APIs.
- Clay · n8n · Zapier
- Claude · OpenAI
- APIs & Python
How I build revenue systems.
Four rules I’ve carried into every revenue team I’ve worked with.
The number has to tie out.
Every dashboard reconciles to the figure finance reports. If Sales and Finance see different numbers, nobody trusts the forecast.
Model before you mandate.
Territory changes, quota moves and comp plans get modeled against real capacity before anyone announces them.
Let AI handle the busywork.
Enrichment, routing and data cleanup should run on their own, so people can focus on judgment and selling.
Build for the next stage.
A system that works at 30 reps and falls over at 75 was never finished. I design for the headcount plan, not just today’s team.
From the P&L to the pipeline.
I spent my first years in FP&A and enterprise finance, then moved into sales operations and RevOps leadership. Today I run VantaOps and build GTM systems full-stack.
- GTM engineering for revenue operationsFeb 2025 – now
Founder
VantaOps.aiI run an AI GTM engineering and RevOps practice that connects fragmented revenue systems into one reliable source of truth, working across Salesforce, HubSpot, Clay, ZoomInfo/Apollo.io and custom API and Python workflows.
Dec 2025 – nowGTM Engineer
Triple WhaleFirst GTM engineering hire. I built the automation and integration layer across the go-to-market stack, including AI-assisted routing, enrichment and lifecycle automation.
- Revenue operations leadershipOct 2022 – Apr 2025
Revenue Operations Lead
SuralinkOwned the full revenue and sales ops function for an ~80-person SaaS company serving audit and accounting firms: forecasting, comp, budgeting, board prep and the HubSpot stack.
Aug 2017 – Oct 2022Revenue Operations Manager, North America
CloudBeesScaled the sales org from 30 to 150 reps through a Series E and two acquisitions. Owned territories, quotas and comp for Channel and the Americas, and led a team of 8.
- Sales operationsSep 2015 – Aug 2017
Business Intelligence Specialist, Sales Ops
Google CloudTerritory performance reporting, strategic account plans, and spend, COGS and comp analysis for sales leadership during GCP’s hypergrowth years.
- FinanceJan 2014 – Sep 2015
Associate Area Finance Manager
EMCStructured enterprise leasing from quote to close, and was a key contributor to a ~$70M license agreement, EMC’s largest of its kind.
Jun 2011 – Jan 2014Senior Financial Analyst · Financial Analyst
SafewaySelected for the Financial Leadership Program (three analysts a year). Built forecasts and executive reporting for the CEO, CFO and SVPs.
The right team.
In case it helps us both save time.
I partner with a small number of SaaS companies at a time, usually as their RevOps and AI GTM engineering lead.
I look for teams where the playbook still needs writing, leadership values finance-grade rigor, and there’s appetite to let AI handle the busywork so people can focus on judgment and selling.
If you want to build something that lasts, let’s talk.
Let’s talkLet’s talk.
Tell me where your revenue engine is today and where it needs to be in a year.