Operations leader who builds growth flywheels with automation & AI.
10+ years scaling sales, support, and revenue operations across insurance and SaaS. I design the systems, automation, and reporting infrastructure that turn distributed teams into compounding revenue engines.
Operator. Systems thinker. AI builder.
I run operations the way good engineers run codebases — instrument everything, automate the repeatable, and ship faster every cycle. For the last decade I've led distributed sales, support, and revenue ops teams across insurance and SaaS, from 3-person startups to 180-person multi-country org charts.
Lately, AI has changed what one operator can do. I use tools like Drips, Apten, Zendesk, and ChatGPT to compress the gap between a customer signal and a tailored conversation — driving higher conversion, lower handle time, lower headcount need, and better cross-sell.
This site is itself the proof: an operator-built, AI-assisted web app shipped end-to-end. The same instinct I bring to the tools, dashboards, and growth flywheels I build inside revenue organizations.
The numbers behind the systems I've built.
A snapshot of what happens when you pair tight operational instrumentation with AI-driven outreach. Below: live data from a remote insurance agency I scaled from launch.
Monthly written premium
Impact in the first 7 months of a recent roleBound policies / month
Conversion & cross-sell rate
Impact in the first 7 months of a recent roleA decade of building the systems behind the revenue.
Director of Agency Operations · Embedded Insurance
2025 — 2026 · Remote- Built and scaled a remote insurance agency from launch — onboarding, QA, training, compliance, and daily ops for 10+ licensed agents.
- Implemented automated outreach using Apten, AgencyZoom, and ChatGPT — grew monthly written premium from $49K to $393K and bound policies from 33 to 345.
- Built KPI reporting and forecasting across staffing, sales, and marketing demand to drive resource planning.
- Standardized SOPs, training, and a Google Sites / Classroom knowledge base for onboarding and operational consistency.
Director of Sales & Operations · Elite Insurance Group
2020 — 2024 · Remote- Grew average sales per agent by 75% in 6 months via structured coaching, performance tracking, and accountability systems.
- Redesigned lead routing and allocation — cut lead abandonment 87% while improving response coverage.
- Evaluated and rolled out outreach and automation platforms to reduce engagement cost and exceed cross-sell forecasts.
- Built recruiting, onboarding, and training pipelines that improved ramp time and workforce planning across distributed teams.
Operations Consultant (Contract) · GradGuard
2024 · Phoenix, AZ- Implemented AI-assisted ticket response workflows that cut average handle time 48%.
- Redesigned staffing and workflow management — reduced required support headcount 60% while improving abandonment 52%.
- Evaluated CRM and omnichannel platforms; supported implementation planning for operational scaling.
Director of Sales Operations · Gabi by Experian
2020 — 2024 · Remote- Drove scaling initiatives during company growth from $5M to $19M in monthly revenue via workforce planning, process redesign, and automation.
- Led distributed teams: 65 sales agents, 5 managers, and 110 international support specialists across the U.S., Poland, and Costa Rica.
- Implemented outreach automation and lead workflows — cut call abandonment 74% and improved conversion 20%.
- Built staffing forecasts, KPI reporting, and operational dashboards to support hiring plans and performance management.
- Helped launch and scale Costa Rica operations, increasing workforce productivity 20%.
Sales & Training Leadership · UPS
2012 — 2019 · Tempe, AZ- Led 32 account executives and 5 team leaders supporting a $630M annual portfolio in a national call center.
- Designed training, QA, and coaching programs that reduced acquisition costs 15% and supported large-scale workforce development.
- Spearheaded territory and workflow redesign contributing to 40% YoY revenue growth.
- Built leadership development pipeline that produced 20 internal promotions in one year.
How I turn AI into operating leverage.
Meet the customer at the signal
AI outreach (Drips, Apten, GPT) reaches out within seconds, in the right channel, with context — turning cold prospects into engaged leads at a fraction of the agent cost. Read the White Paper →
Instrument the funnel end-to-end
Every stage — prospect, engaged, quoted, bound — gets a number, an owner, and a daily pace. What gets measured gets compounding. Read the White Paper →
Replace headcount with leverage
AI-assisted ticketing, smart routing, and tight playbooks let small teams handle volume that used to need 2–3× the staff. Read the White Paper →
- Drips
- Apten
- ChatGPT / Custom GPTs
- AI ticket triage
- Voice & SMS automation
- AgencyZoom
- Salesforce
- HubSpot
- Lead routing & allocation
- Cross-sell workflows
- Zendesk
- Omnichannel routing
- QA & coaching programs
- Workforce management
- KPI dashboards
- Forecasting & pacing
- Looker / Sheets / SQL
- Capacity & staffing models
- SOP design
- Onboarding systems
- Knowledge bases
- Challenger Sales training
- Automation-first headcount planning
- Funnel instrumentation
- Cross-functional rollouts
- Multi-country team scaling
Let's build the next growth flywheel together.
If you're scaling a revenue org and need an operator who can instrument the funnel, automate the busywork, and ship AI into production — I'd love to talk.