Kate O Brien

Skills

Performance Monitoring
Go-to-Market Strategy
Revenue Management
Performance Metrics
Analytical Skills
Key Performance Indicators
Operational Excellence
Deal Strategy
Processes Development
Operations Processes
Deal Development
Revenue Forecasting
Revenue Operations
Revenue Forecasting & Pipeline Management
Salesforce Architecture & CRM Optimization
Investor Relations & Due Diligence
Process Automation (Zapier, Workato, Tray.io)
Forecasting
Business Strategy
Sales Leadership
SaaS Sales
Microsoft Excel
Sales Processes
Data Visualization
Lead Management
Sales Enablement
Sales Pipeline Management
HubSpot
Sales Strategy
Sales Operations
HTML
SQL
Data Analysis
Revenue Analysis
Sales Management
Direct Sales
Account Management

About

I’m a Revenue Operations leader with over 15 years of experience helping businesses scale by optimizing go-to-market strategy, pipeline generation, and revenue forecasting—ultimately driving significant revenue growth. I thrive at the intersection of strategy, technology, and data, ensuring teams operate efficiently and make smarter, data-driven decisions.

Key Highlights:
- Led RevOps at Wizehire & NuORDER by Lightspeed, driving 23% YoY revenue growth and recovering 48% of "lost" revenue through better retention strategies.
- Deep technical expertise in Salesforce (admin & architecture), CPQ, ChurnZero, HubSpot, Power BI, SQL, and Tableau—ensuring scalable and efficient RevOps systems.
- Partnered with PE & VC-backed firms, supporting fundraising efforts and leading due diligence for M&A transactions to drive long-term growth.

I’m passionate about helping high-growth companies scale efficiently, aligning sales, marketing, and customer success teams to maximize revenue impact.