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Revenue Operations Consulting for B2B SaaS Teams
I help B2B SaaS go-to-market teams scale through cleaner systems, sharper data, and sales processes that hold up under real-world deal flow. Salesforce and HubSpot specialist. Bilingual English/Spanish. Based in California.
Where I focus
My RevOps work centers on the five highest-leverage areas of a B2B SaaS go-to-market motion. Each one is a project in itself, and any of them can be the entry point of an engagement.
CRM implementation and cleanup
Salesforce or HubSpot, greenfield setup or rescue of an existing instance. The deliverable is a CRM your reps will actually use: clean object model, the right required fields (not all of them), validation rules that prevent bad data instead of nagging, and reports that match how leadership thinks about the business.
Territory design and account coverage
Territories built from the ICP and TAM up, not from where reps happen to live. Hierarchical rollups so leadership sees AMER, EMEA, and ROW without manual spreadsheet stitching every Friday afternoon. Account coverage models that prioritize the right 200 accounts instead of the same 2,000 every rep already knows.
Forecasting and pipeline inspection
A forecasting cadence the CRO can actually trust: weekly commit calls with a real definition of commit (not gut), MEDDPICC- or MEDDIC-backed deal qualification, and a pipeline-coverage model that says when you are out of pipeline three quarters from now, not three weeks. In a prior role I lifted forecast accuracy by ~18% with this exact playbook.
Deal desk and contract velocity
A deal desk that compresses approval cycles from days to same-day for standard deals, and clears escalations cleanly when they are not standard. The unlock is almost always two things: an approval matrix everyone agrees with up front, and pricing logic in CPQ so reps stop sending three different quote versions to the same buyer.
Sales compensation plans
Plans that drive the behavior leadership says it wants, modeled before they ship instead of explained after. Spiffs, accelerators, kickers, claw-backs — designed against historical pipeline, stress-tested against the bottom and top reps, and then paired with a calculator so reps can self-verify their commission instead of opening tickets with Finance every two weeks.
How engagements work
Two shapes, depending on what you need.
Project work — a defined deliverable on a defined timeline. Typical scope: a CRM rewire, a new territory model, a comp plan refresh, a forecasting overhaul. Usually 4–12 weeks. Fixed fee or milestone-based.
Fractional RevOps lead — embedded part-time as the operations leader for a quarter or two. Typically 10–20 hours/week, owning the operating cadence, deal desk, and analytics until a full-time hire is in seat. This is the right fit for teams under ~50 reps who need senior coverage but are not ready for the headcount.
Either way: every engagement begins with a two-week diagnostic that maps your current funnel, CRM hygiene, and forecasting cadence, then surfaces the three highest-impact problems to solve. You decide whether to keep going from there.
Track record
Seven RevOps roles across SaaS, EdTech, and analytics over the last five years, plus an active independent practice. Representative outcomes from past engagements:
- Forecast accuracy lifted ~18% by introducing MEDDPICC-anchored qualification and weekly commit discipline at a global SaaS company.
- Deal approval cycles reduced to same-day processing across Government and Commercial teams in AMER, EMEA, and ROW — while volume held at 90–100 deals per quarter.
- Monthly commissions processing accelerated by ~50% by rebuilding the reporting layer and removing manual reconciliation steps.
- Priority deal surfacing time cut ~50% via a weekly GTM health scorecard that flags slipped deals before they age out.
Sample deliverables — territory models, forecast frameworks, executive GTM dashboards, commission plans, attribution models — live on the home page under ‘Work Samples’.
Frequently asked
What does a Revenue Operations consultant actually do?
A RevOps consultant aligns Sales, Marketing, and Customer Success around shared data, process, and accountability. The work spans CRM and CPQ implementation (Salesforce, HubSpot), territory and quota design, forecasting and pipeline inspection, deal desk and sales compensation, and the analytics that tell leadership which levers are moving revenue.
When is the right time to bring in a RevOps consultant?
Most B2B SaaS teams hit a RevOps inflection between $2M and $20M ARR — when the spreadsheet-and-instinct stack stops scaling. Other common triggers: a new CRM rollout, a fundraise that demands cleaner forecasting, a sales leader who needs better pipeline hygiene, or a comp plan that has become impossible to maintain.
Salesforce or HubSpot — which should we use?
HubSpot wins on speed-to-value and out-of-the-box marketing alignment for teams under ~50 reps. Salesforce wins on depth of customization, enterprise sales motions, and complex deal structures. The honest answer is usually whichever your team will actually adopt — a well-run HubSpot beats an under-utilized Salesforce every time.
Can you work as a fractional RevOps lead instead of a one-off project?
Yes. Fractional engagements typically run 10–20 hours per week over a 3–6 month commitment, with a defined scope (e.g., ‘own forecasting cadence and deal desk through end-of-year’). This is a better fit than project work when a team needs ongoing operational coverage without hiring a full-time RevOps leader yet.
Do you offer services in Spanish?
Yes. All engagements can be delivered in Spanish or English, including documentation, training, and stakeholder communication. Bilingual delivery is particularly useful for U.S. teams selling into Latin America or for Mexican B2B SaaS companies building U.S. operations.
Need RevOps help?
Two-week diagnostic, no obligation. We map the funnel, surface the three biggest problems, and you decide where to go from there.
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