Revenue Operations · Marketing Operations · Data Strategy
I turn complex growth systems into clear, scalable operations.
Leadership and hands-on execution spanning GTM systems, CRM and MarTech architecture, analytics, automation, Power BI, data quality, and cross-functional operating models.
Selected business impact across multiple organizations: revenue growth at MarketForce, pipeline contribution at KnowFully Learning Group, and speed-to-lead transformation at BetterLife Insurance.
27%
Revenue growth at MarketForce during my tenure leading GTM execution, attribution, pipeline visibility, and revenue-channel expansion.
$2.4M
Pipeline contribution at KnowFully Learning Group.
Days → <1 hour
Speed-to-lead improvement at BetterLife Insurance through HubSpot–Salesforce routing, governance, and workflow automation.
Trusted across industries
SaaS
Agencies
E-Learning
Government
Nonprofits
What I Help Teams Solve
I build the operational foundation that helps Marketing, Sales, RevOps, and leadership teams align around trusted data, scalable systems, and measurable growth.
Revenue systems
Revenue Operations
Pipeline visibility, lifecycle design, lead routing, CRM governance, data quality, and stronger marketing-sales alignment.
Scalable execution
Marketing Operations
Campaign governance, workflow automation, segmentation, QA, UTM standards, launch processes, and performance reporting.
Decision intelligence
Data & Analytics
Executive dashboards, attribution logic, funnel reporting, KPI governance, Power BI, SQL, GA4, and decision-ready insights.
Free CRM & Reporting Clarity Audit
When your CRM reports disagree, start with the cause—not another dashboard.
I’m offering a limited free pilot for one CRM and up to three agreed reports. You receive an evidence-backed explanation, prioritized action plan, and walkthrough with no fee or obligation.
What colleagues say
Trusted for technical depth, clarity, and approachable leadership.
“Kate has exceptional skills in collaboration, leadership, and training that have significantly impacted our team. Her leadership style is both inspiring and approachable, always available to guide and support her team.”
Erik Z. — KnowFully Learning Group
“Her deep understanding of both marketing strategies and technical solutions sets her apart. Whenever we faced a technical roadblock, Kate was the go-to person who identified the problem quickly and provided effective solutions.”
Charles C. — Demand Generation, KnowFully Learning Group
Technology Snapshot
Technical fluency across CRM, marketing automation, analytics, business intelligence, web platforms, and data systems.
CRM & Automation
- HubSpot
- Salesforce
- Apollo
- Smartlead
- Marketo
- Azure
Analytics & BI
- Power BI
- GA4
- Looker Studio
- Excel
- SQL
- Python
Web & UX
- WordPress
- Shopify
- Google Tag Manager
- Technical SEO, AEO/GEO
- Figma
- Adobe Creative Cloud
AI-Embedded Leadership
AI enhances how I work.
I use emerging technology across research, analysis, learning, documentation, systems design, communication, and execution to move faster, improve the quality of my output, and create more value.
AI increases my capacity. Strategy, judgment, governance, and accountability remain human.
Research & synthesis
Compress complex information into clear, decision-ready insight.
Faster learning
Understand unfamiliar tools, systems, and technical concepts more quickly.
Higher-quality execution
Develop, test, document, and refine work with greater speed and precision.
Expanded capacity
Move effectively between strategic, technical, operational, and creative work.
The advantage is not simply producing more. It is making better decisions and completing a wider range of high-value work without sacrificing rigor.
The Library of Clarity
Original thinking, built for action.
Practical guides and frameworks for leaders building clearer systems, stronger operations, and better decisions.
Leadership
Alignment Builds Momentum
How communication, ownership, shared goals, and trusted information improve organizational performance.
Revenue Operations
Reporting Is Rarely the Real Problem
Why dashboard failures often begin with upstream data, process, governance, and system issues.
Experimentation
A/B Testing vs. Multi-Armed Bandits
Choose the right testing method for controlled learning, adaptive optimization, and measurable growth.
Credentials
Continuous learning, applied in practice.
Certifications and professional development across AI, analytics, user experience, CRM, marketing technology, and business intelligence.
AI Prompt Engineering
Power BI
Google UX Design
Google Analytics
HubSpot
Let’s connect.
Interested in connecting about RevOps, Marketing Operations, Data Strategy, Marketing Technology, or GTM Systems leadership opportunities? I’d be happy to connect.