Operational & Revenue Intelligence

Turning raw market data into revenue-ready pipeline.

I sit at the intersection of data research, CRM management, and sales operations — sourcing and qualifying prospects, keeping the CRM clean and governed, and running the engagement workflows that move opportunities toward conversion. This is the operating layer behind a healthy revenue pipeline.

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Companies Researched
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Records Qualified
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CRM Records Managed
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Events Processed
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Meetings Scheduled
0%
Data Accuracy
Capability 01

01Data Research & Lead Intelligence

My primary responsibility is transforming large volumes of raw market data into highly qualified sales intelligence that enables effective prospecting and pipeline growth — from first source to validated, sales-ready list.

The research-to-sales process
1

Web Research

Source organizations from company sites, directories, industry databases, LinkedIn, and event attendee lists.

2

ICP Qualification

Qualify against industry, size, revenue, tech stack, geography, model, and eCommerce maturity.

3

Data Enrichment

Enrich records with decision-maker profiles, tech insights, and buying signals via ZoomInfo, Apollo, Clay.

4

Lead Intelligence

Assemble enriched data into highly qualified, structured, sales-ready prospect lists.

5

Sales Handoff

Deliver validated lists to sales for prospecting, outreach, and pipeline generation.

Lead intelligence funnel · weekly throughput
Raw Data0
Qualified0
60% pass ICP
Enriched0
71% enriched
Sales-Ready0
73% validated

Every raw record is filtered through ICP criteria, enriched with verified contact and firmographic intelligence, then validated before handoff — so what sales receives is qualified, not just collected.

ZoomInfoApolloClay LinkedIn Sales NavigatorBuiltWith
Lead intelligence KPIs
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Companies Researched
multi-industry
0/wk
Records Qualified
sustained rate
0%
Data Accuracy Rate
validated
0/wk
Leads Delivered
sales-ready
Capability 02

02CRM Management & Process Optimization

I manage and optimize the CRM ecosystem so that data stays accurate, workflows stay efficient, and Sales, Marketing, and Leadership work from a single source of truth.

CRM ecosystem
SalesPIPELINE MarketingCAMPAIGNS LeadershipREPORTING OperationsWORKFLOWS CRM SINGLE SOURCE

The CRM is the hub. I keep its records clean and standardized, then route the right insight outward — pipeline visibility for Sales, segment data for Marketing, and reporting for Leadership — with automation handling the repetitive flow between them.

SalesmateHubSpotSalesforce Smart FlowsSequences
Core responsibilities

Data Management

Customer and company record maintenance, deduplication, standardization, and CRM hygiene across the full lifecycle.

Cross-Team Support

Reporting, data accessibility, and process visibility for Sales, Marketing, and Leadership functions.

Workflow Automation

Smart workflows, automated lead routing, activity tracking, and follow-up automation that cut manual effort.

CRM Administration

Dashboards, reporting systems, pipeline monitoring, user permissions, and performance analytics.

Daily Operations

Task and activity tracking, CRM updates, and ongoing process optimization and maintenance.

Process Documentation

Business rules, segmentation logic, and data definitions captured for transparency, repeatability, and scale.

Operational dashboard & performance
CRM Operations · Snapshot
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Records
0%
Accuracy
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Workflows
Lead routing automated92%
Records deduplicated97%
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CRM Records Managed
0%
Data Accuracy
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Automated Workflows
0
Active Users Supported
Capability 03

03Sales Operations & Revenue Pipeline

I design and manage the complete revenue support process — from event-driven data acquisition and prospect identification through lead management, CRM integration, and the follow-up workflows that support deal conversion.

End-to-end · event to revenue
Stage 01 · Event Research
Gather data from eCommerce events, conferences, expos & trade shows

Build target lists from industry events and business networking sources.

Stage 02 · Lead Generation
Identify target accounts aligned to ICP criteria

Surface prospects that fit the profile and merit outreach.

Stage 03 · Data Enrichment
Layer in actionable sales intelligence

Enrich profiles via ZoomInfo, Apollo, Clay, and LinkedIn.

Stage 04 · LinkedIn Outreach
Connection requests, personalized outreach & relationship building

Run event networking and warm engagement at scale.

Stage 05 · Meeting Scheduling
Coordinate discovery and sales meetings

Manage calendars and event-based meeting logistics.

Stage 06 · Lead Management
Track statuses, engagement & pipeline progression

Keep event-generated leads moving through the funnel.

Stage 07 · CRM Integration
Ownership, lifecycle & data synchronization

Transfer and govern leads inside the CRM with clean pipeline updates.

Stage 08 · Follow-Up Operations
Reminder systems, task creation & engagement tracking

Support sustained sales engagement with structured follow-up.

Stage 09 · Deal Conversion Support
Move opportunities toward successful conversion

Assist sales in advancing deals through the pipeline.

Interactive sales funnel · select a stage
Revenue operations KPIs
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Events Processed
0+
Meetings Scheduled
0/cyc
Opportunities Supported
0%
Prospect→Engage Rate
Need the operations layer behind a healthy pipeline?

From first data point to deal-ready opportunity — let's talk about how I can support your revenue engine.