I help growth-stage and lower-middle-market companies build their data architecture, simplify their tech stack, and set up revenue operations so marketing, sales, and finance work from the same numbers.
Marketing, sales, and finance each report a different pipeline number.
The tool stack has grown faster than anyone can connect it or justify the cost.
Board reporting still depends on a manual spreadsheet.
Forecasts are built on data the team doesn't fully trust.
A modern, warehouse-centered foundation that unifies marketing, sales, and financial data into one model the business can build on.
A review of the tools you pay for, how they're used, and where the gaps are, followed by a plan to consolidate, integrate, and automate.
Reporting, forecasting, and process that connect marketing activity to pipeline, revenue, and margin.
Lower-middle-market companies that have outgrown their early systems and need reliable reporting to scale, integrate an acquisition, or prepare for a transaction.
CROs, CFOs, and CMOs at growth-stage companies who have outgrown spreadsheets and one-off reports.
Review your systems, data flows, and the decisions leadership needs to make. Identify where the data falls short.
Design the target data model, stack, and metric definitions, with a phased roadmap tied to business priorities.
Implement pipelines, models, and dashboards hands-on, and automate the reporting your team does by hand today.
Hand off documentation and processes so your team can own it, or keep me on as a fractional leader.
I've spent my career working across data engineering and go-to-market teams. I've led analytics and revenue operations engagements for private-equity-backed companies, and run data and marketing operations for agencies and growth-stage businesses.
My background includes full-funnel marketing, BI, analytics engineering, and web development, so I'm as comfortable in a planning meeting with a CFO as I am building the pipeline myself. I also built a custom Python connector for LinkedIn that was adopted into Airbyte's public repository.
MBA and BBA, University of Kansas.
B2B SaaS & digital platforms · Healthcare & life sciences · Industrial & manufacturing · Consumer services · Marketing & advertising
Tell me about your stack and what you'd like to improve. I'll follow up to set up a 30-minute call.
I'll follow up as soon as I can.