Summary

Expertise

Partner Ecosystem Strategy | Executive Advisory | GTM Strategy | Revenue Operations
Stakeholder Management | Cross-Functional Leadership | Change Management
Business Intelligence | Data Storytelling | Partner Programs | Salesforce CRM/PRM
AI Solutions & Automation | Web Development | Digital Brand Strategy

Professional Experience

Founded bespoke partner operations consulting practice that builds the AI Enablement/Tooling and Revenue Infrastructure SaaS companies run on.

AI Adoption & Implementation

• –Engaged to build an Agent (Claude) to automate Partner Business Planning; ingesting each partner's revenue, pipeline, certification, and services data, segments them into archetypes, and auto-generates the client diagnostic and partner-facing plan, compressing an hour-plus of manual work per partner into minutes.
• –Designed partner execution scorecard that measured results against each AI-generated plan, giving channel leadership standardized KPIs to track partner progression against growth and pipeline targets.

Revenue Strategy & BI

• –Brought on to design and build a SaaS client's revenue analytics function from the ground up: subscription metrics, definitions, and SFDC data architecture the business now measures and steers revenue by.
• –Aligned the C-Suite and sales leadership on what success looked like against the new metrics, translating their input into a shared framework of leading and lagging indicators.
• –Delivered the Tableau reporting layer across the organization, from C-Suite roll-ups to role-based views, forecast-call reporting, and QBR dashboards, giving every level its first real-time view of revenue performance.

Parental Sabbatical + Professional Development + Ventures

An intentionally planned step away from corporate life — present with my wife for the birth of our son and his first year, while pursuing professional development, networking, and entrepreneurial opportunities.

• –Completed MBA-level executive coursework at SectionAI.com, focusing on AI Agent Creation, Business Adoption & Implementation; AI Use Cases for Sales & Marketing; and Leadership Development.
• –Developed and successfully launched a premium hospitality venture: a three-hour, personally curated cocktail speakeasy tour across Hanoi and Hai Phong, managing all aspects from route development and vendor partnerships to exceptional guest experience delivery.
• –Trained with the U.S. Embassy in Hanoi and served as Citizen Liaison Volunteer for the greater Hai Phong area — providing American expats with embassy services and local support while serving as an "ear on the ground" for Embassy operations.
• –Spotted an underserved need in partner operations consulting and launched POps Consultants.

Owned program strategy, business intelligence, and operational infrastructure for a $30M quarterly ecosystem of 800+ partners, alliances, and cloud marketplaces, working directly with the Channel Chief and global partner leaders on program economics and strategy.

Partner Strategy & Business Intelligence

• –Led weekly pipeline/forecast reviews and QBRs with global Partner Sales leaders, delivering granular analysis of team and partner performance, pipeline health, and attainment that shaped quarterly territory adjustments and account strategy.
• –Designed quota models and commission structure recommendations for Partner Sales; analysis drove half/quarterly decisions on compensation design and territory realignment across regions.
• –Led Partner Services GTM strategy: designed selection framework, built consensus with PSEs on a curated global partner roster, and stood up SFDC tracking infrastructure to monitor certification progress, opportunity generation, and deal velocity; driving partner cert completion and growth in services pipeline.

Program Operations & Governance

• –Identified $4.5M in unaddressed partner leads in Deal Registration; implemented a tracking process and enablement for Partner Leadership & Sales, driving a 90% reduction in missed opportunities and a standardized revenue-capture process.
• –Uncovered systematic deal attribution overrides (Sales overwriting Partner-sourced opportunities) and implemented corrective process that restored accurate partner credit and protected channel revenue recognition.
• –Partnered across IT, Marketing, Finance, and Marketplace to deliver partner-side wins: faster roadmap delivery of partner priorities, lead attribution re-segmented to route more credit to partners, quicker MDF payouts, and marketplace attainment tracked to quota.

Recruited to transform and scale Business Intelligence for Alliances & Partners, replacing manual data pulls with a reporting layer that ran from the C-suite down through Partner Managers, Sales, Operations, Marketing, and Finance, giving 40+ leaders their first real-time view of partner performance.

• –Designed and developed unified partner performance dashboards using Salesforce, Tableau, and SQL, establishing metrics that automated performance evaluation for the channel sales teams, our partners (scorecards), and streamlined creation of quarterly business review decks.
• –Strategic advisor to Partner Chief and Geo Leaders, leading weekly forecast calls and QE performance reviews; delivered unfiltered analysis that bridged communication between partner sales teams and the CRO.
• –Shaped partner investment strategy, territory design, and resource allocation across global regions through data-driven recommendations to channel leadership.

Owned the program economics, incentives, business intelligence, and data governance for the worldwide channel of a global network and application-performance company: 1,250+ partners generating $900M+ in revenue across AMER, EMEA, APAC, and the full partner ecosystem. Partnered directly with the Partner Chief and Geo Sales leadership on program design, tier strategy, and forecasting.

Sr. Manager, BI, Program & Incentives

2016 – 2018

• –Architected the financial modeling and analytics framework behind Riverbed's enterprise-wide partner program transformation (RISE), modeling discount and revenue-sharing scenarios across 1,250+ partners generating $900M in revenue and delivering the program economics and incentive recommendations to the Partner Chief; the program earned a 5-star rating from CRN, The Channel Company.
• –Designed and ran the partner evaluation framework that scored every partner on revenue, customer acquisition, and certification; it gave Partner Sales Managers the basis to coach at-risk partners on holding their tier and near-threshold partners on advancing, and gave the Partner Chief the read on tier shifts and their discount impact.
• –Led performance analysis and certification tracking in weekly forecast calls and quarter-end reviews with the Partner Chief and global partner leaders, shaping revenue forecasting and partner investment strategy.

Manager, Program & Operations

2014 – 2016

• –Built the partner analytics framework that unified previously siloed data from Salesforce, Oracle, and marketing systems, giving channel executives their first single, reliable view of global partner performance to manage against.
• –Delivered critical channel performance analyses to Sales Executive Team, Finance, and Partner leadership, driving strategic decisions on contra-revenue allocation, sales quotas, and program performance metrics.
• –Expanded team capacity by onboarding and managing analysts from The Channel Company (CRN), overseeing their workload, conducting weekly progress reviews, and maintaining program momentum while building the team.

Sr. Salesforce Analyst, Data Quality, Sales Operations

2012 – 2014

• –Established, trained, and led a cross-departmental data task force of underutilized analysts, cleaning up 12,000+ customer records in 90 days accelerating access to accurate customer segmentation data.
• –Partnered across IT, Sales, Finance, and executive teams on Riverbed's first Customer Data Hierarchy (Oracle CDH), contributing to the enterprise-wide customer master data management that standardized downstream reporting.

Salesforce Consultant, Marketing Intelligence  ·  Consulting Contract

2011 – 2012

• –Engaged to segment $60M in sales data that was blocking Riverbed, then a public company, from reporting accurate quarterly earnings; delivered the segmentation that enabled correct earnings reporting to Wall Street.
• –Surfaced the systemic data-quality gaps behind those reporting errors and built SFDC dashboards that turned reactive quarter-end validation into proactive daily workflows, cutting reporting-prep time.

• –Brooklyn Graphic Design: Independent print & web design practice managing client acquisition, project delivery, and business operations.
• –Build Modern — Custom Home Building: Led high-end custom construction projects, coordinating architect/designer/subcontractor teams while managing structural challenges and changing requirements across multiple concurrent builds from planning through client handover.

Industry Recognition

Certifications