Charles Elvis T.

Helped Q7Leader simplify and scale their go-to-market engine by bringing structure, clarity, and automation to their Revenue Operations setup.

Key Contributions:

🔍 HubSpot Audit & Revamp: Restructured a complex CRM instance to support inbound campaigns, lifecycle stages, and automated lead follow-up.

🎯 Lead Flow Automation: Streamlined flows from LinkedIn Ads to gated content (eBooks, certifications, webinars) with end-to-end tracking and enrichment.

📊 Marketing Analytics: Built dashboards to track leads by source, persona match, and conversion—enabling real-time campaign decisions.

🤝 SDR Enablement: Developed cadences, scripts, and follow-up frameworks to support outbound and event-triggered outreach across multiple funnels.

🧠 Strategic Alignment: Worked directly with the founder to align tech stack, team workflows, and GTM priorities into a repeatable process.

📘 Playbook Delivery: Delivered a full RevOps playbook, including campaign ops, lifecycle logic, lead handling, and reporting frameworks.

As a RevOps specialist embedded within Optimy's GTM org, I led strategic systems implementations and cross-functional ops projects to streamline revenue processes and accelerate growth.

Key Contributions:

CPQ Rollout: Implemented a full Configure, Price, Quote system to automate pricing workflows and reduce quote-to-contract time across Sales, Finance, and Legal.

CRM & Automation: Designed HubSpot workflows for lead routing, lifecycle stages, and scoring—improving speed-to-lead and MQL to SQL handoff efficiency.

Sales Process Optimization: Revamped opportunity stages, pipeline hygiene rules, and forecast logic to boost conversion and forecast accuracy.

Data Infrastructure: Built dashboards and reporting pipelines providing real-time insights across the funnel—supporting execs with better GTM decision-making.

Growth Experiments: Launched and tracked tests across acquisition and retention, including demo sequence optimization and reactivation flows.

Tech Stack Improvements: Integrated new tooling to reduce manual work and improve ops efficiency across the revenue engine.

Leading Growth initiatives:

- Close work with the sales team to specify and implement the sales process.

- Growth Experiments: in charge of measuring all experiments such as social selling, ABM, and generally all experiments regarding acquisition, activation, or retention.

- Managed the outbound activity through mass mailing campaigns and cold calling prospection Owning data pipelines for all business operations:

- Growth Ops & Marketing Ops: in charge of all dashboards, data pipelines, technical stack

- Sales Ops & Revenue Ops: in charge of setting up the CRM (Hubspot), and of consolidating revenue for C-level and investors reports

- Content analytics: report on content performance, consulted on content planning