01
<$10M to $150M+ARR at PandaDocSelected work
01
Funnel Monitor
Placeholder. The resume does not describe this product.
Placeholder. Screenshot.
02
AI Productivity Tracker
Placeholder. The resume does not describe this product.
Placeholder. Screenshot.
03
Roadmapper
For upcoming product releases.
Placeholder. Screenshot.
04
Decision-Making System
Placeholder. The resume does not describe this product.
Placeholder. Screenshot.
Experience
PandaDoc, 2018–present.
01
PandaDoc
VP Business Operations · Apr 2022–present · Boston
- Leads 30+ across Strategy, RevOps, Data, Pricing & Packaging, and R&D Ops.
- Owns a $45M R&D portfolio.
- NDR mid-80s to high-90s via pricing & packaging.
- AI tooling at 97%+ adoption, with AI spend down 50% YoY.
- AI/AEO campaigns at 3x+ pipeline ROI and 20%+ lead-to-pipeline.
02
PandaDoc
Sr Director RevOps & Strategy · 2020–2022
- Win rate from 10% to 20%+.
- Trial-to-paid 20%+.
- Homepage 1M+ views/month.
Incubations
PandaDoc · Sr Director RevOps & Strategy · 2020–2022
New product lines and revenue streams
Incubated new product lines and revenue streams, including native CPQ for HubSpot, an API business, and a partnerships motion. CPQ went from $0 to $4M+ ARR and 300+ customers in 2 years. The API business and the partnerships motion were their own lines.
01
$0 to $4M+
CPQ ARR in 2 years
02
300+
CPQ customers in 2 years
03
PandaDoc
Director RevOps · 2018–2020 · SF
- Built the revenue funnel from scratch and a rapid-testing culture.
04
Simppler
Director Business Ops & CS
- 95%+ renewals, 6 enterprise partnerships, and doubled 2017 pipeline.
05
AdRoll
Sr Manager SMB Business Ops
- 10,000+ SMB customers. 98% CSAT.
06
Genworth Financial
Senior Manager, Business Development · Jul 2010–Sep 2013
07
Genworth Financial
Leadership Development Program · Aug 2008–Jun 2010
- A two-year rotational program, like a mini-MBA, with four six-month rotations across FP&A, audit, business development, and derivatives investments. Based in Richmond VA, Stamford CT, and Nashville TN.
08
500 Startups
Mentor
- Pavilion. Operators Guild. Tech for Campaigns.
About
18 years in the workforce since 2008, across B2B SaaS, fintech, startups, and enterprise financial services. PMP. University of Richmond, BSBA Finance. English and Russian.