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Founder & Head of Revenue Operations
Revenue operations leader at Unity Care Insurance Agency who built SalesChamp, an AI-powered sales operations platform.
United StatesFounder & Head of Revenue Operations at Unity Care Insurance Agency
Founded and led revenue operations, designing and building SalesChamp, a custom AI-powered sales operations platform used daily by a 15-20 person team. Built AI call QA, AI voice bots, and automated payroll and commission calculations.
GoHighLevelConvosoTelnyxAI AutomationLLM ToolsAPIsWebhooksCRM ArchitectureLead RoutingSMS MarketingCall Quality AssuranceComplianceFunnel EconomicsExecutive Dashboards
Early operations and customer success lead at an AI startup, building AI-driven ERP and tracking systems for clients across retail, warehousing, manufacturing, and oil and gas. Owned client relationships from onboarding through rollout and traveled on-site for implementations.
AIERPEvent Based Data ModelProcess MappingImplementationCustomer SuccessCustomer Relationship ManagementTraining
Led technology-enabled operations across Medicare, ACA, and Final Expense sales, owning sales ops, recruiting, compliance, reporting, and vendor management. Managed the operational transition from U65 to Medicare and developed AI-driven strategies for lead routing and performance reporting.
Sales OperationsRecruitmentComplianceCMSAILead Routingperformance reportingVendor ManagementTrainingKPI Tracking
Served as liaison between operations and development, translating business needs into requirements for a proprietary CRM and dialer system. Helped build a custom CRM and dialer that scored and routed leads, and managed TLDialer setup and campaigns.
Product OperationsCRMDialer SystemsTLDialerLead ScoringLead RoutingFeedback LoopsAgileRequirements Gathering
Led a team of agents to exceed quarterly targets through coaching and performance management during the company's early growth phase.
Sales ManagementCoachingPerformance ManagementTeam Leadership
Led and mentored a sales team of 20-30 reps, monitoring performance to meet or exceed sales goals. Introduced motivational strategies and performance incentives that reduced turnover and stabilized the team.
Sales ManagementMentorshipPerformance MonitoringIncentive ProgramsTeam Leadership
Earned the Florida 2-15 Health, Life & Annuities License in 2016.
Earned the Florida 2-15 Health, Life & Annuities License in 2016.
Completed coursework in Software Engineering and Psychology.
Profile sourced from Himalayas.