Heather Davis Lam
Founder & CEO at Revenue Ops LLC- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Alyson Mckinster
Heather is one of those gems that you do not find often in business anymore. Not only does she have incredible skills in rev ops but most important to the success of an organization, she truly cares about the team that she works with and the outcome for the organization as a whole. Heather was an incredible Leader, Mentor, Friend, and colleague to me in my time at PI. She was looked up to by many at the organization as a imaginative partner that continually pushed for the best possible solution for the company. If you are looking for a person that you can rely on 100% of the time to do the right thing for all parties involved, Heather would make a great addition to your team. I would highly recommend her for any role involved in Marketing, Sales, and Revenue Operations.
Steve Messina
Heather is an extremely valuable person to have on your team, or anywhere in a company for that matter. She tackles problems (often before they arise) and manages extremely effectively. I had the pleasure of working with her on many projects that would otherwise require entire teams of people and she handled them more efficiently than anyone could. She works extremely hard at all that she does, and remains a friendly face in the office even under stress. In her role running Sales and Marketing Operations at our fast-growing company, she went from supporting a team of 4 to well over 30 stakeholders within a couple years- holding a lot of things together. She’s respected as a leader, a strategic thinker, and a likable, friendly coworker!
Alyson Mckinster
Heather is one of those gems that you do not find often in business anymore. Not only does she have incredible skills in rev ops but most important to the success of an organization, she truly cares about the team that she works with and the outcome for the organization as a whole. Heather was an incredible Leader, Mentor, Friend, and colleague to me in my time at PI. She was looked up to by many at the organization as a imaginative partner that continually pushed for the best possible solution for the company. If you are looking for a person that you can rely on 100% of the time to do the right thing for all parties involved, Heather would make a great addition to your team. I would highly recommend her for any role involved in Marketing, Sales, and Revenue Operations.
Steve Messina
Heather is an extremely valuable person to have on your team, or anywhere in a company for that matter. She tackles problems (often before they arise) and manages extremely effectively. I had the pleasure of working with her on many projects that would otherwise require entire teams of people and she handled them more efficiently than anyone could. She works extremely hard at all that she does, and remains a friendly face in the office even under stress. In her role running Sales and Marketing Operations at our fast-growing company, she went from supporting a team of 4 to well over 30 stakeholders within a couple years- holding a lot of things together. She’s respected as a leader, a strategic thinker, and a likable, friendly coworker!
Alyson Mckinster
Heather is one of those gems that you do not find often in business anymore. Not only does she have incredible skills in rev ops but most important to the success of an organization, she truly cares about the team that she works with and the outcome for the organization as a whole. Heather was an incredible Leader, Mentor, Friend, and colleague to me in my time at PI. She was looked up to by many at the organization as a imaginative partner that continually pushed for the best possible solution for the company. If you are looking for a person that you can rely on 100% of the time to do the right thing for all parties involved, Heather would make a great addition to your team. I would highly recommend her for any role involved in Marketing, Sales, and Revenue Operations.
Steve Messina
Heather is an extremely valuable person to have on your team, or anywhere in a company for that matter. She tackles problems (often before they arise) and manages extremely effectively. I had the pleasure of working with her on many projects that would otherwise require entire teams of people and she handled them more efficiently than anyone could. She works extremely hard at all that she does, and remains a friendly face in the office even under stress. In her role running Sales and Marketing Operations at our fast-growing company, she went from supporting a team of 4 to well over 30 stakeholders within a couple years- holding a lot of things together. She’s respected as a leader, a strategic thinker, and a likable, friendly coworker!
Alyson Mckinster
Heather is one of those gems that you do not find often in business anymore. Not only does she have incredible skills in rev ops but most important to the success of an organization, she truly cares about the team that she works with and the outcome for the organization as a whole. Heather was an incredible Leader, Mentor, Friend, and colleague to me in my time at PI. She was looked up to by many at the organization as a imaginative partner that continually pushed for the best possible solution for the company. If you are looking for a person that you can rely on 100% of the time to do the right thing for all parties involved, Heather would make a great addition to your team. I would highly recommend her for any role involved in Marketing, Sales, and Revenue Operations.
Steve Messina
Heather is an extremely valuable person to have on your team, or anywhere in a company for that matter. She tackles problems (often before they arise) and manages extremely effectively. I had the pleasure of working with her on many projects that would otherwise require entire teams of people and she handled them more efficiently than anyone could. She works extremely hard at all that she does, and remains a friendly face in the office even under stress. In her role running Sales and Marketing Operations at our fast-growing company, she went from supporting a team of 4 to well over 30 stakeholders within a couple years- holding a lot of things together. She’s respected as a leader, a strategic thinker, and a likable, friendly coworker!
Credentials
-
Salesforce Certified Service Cloud Consultant
SalesforceFeb, 2023- Nov, 2024 -
Salesforce Certified Platform App Builder Certification
SalesforceJan, 2023- Nov, 2024 -
Salesloft Associate Admin - Level I
SalesloftJan, 2023- Nov, 2024 -
Salesloft Certified Admin
SalesloftJan, 2023- Nov, 2024 -
Salesloft Platform Expert
SalesloftJan, 2023- Nov, 2024 -
Salesforce Certified Marketing Cloud Email Specialist
SalesforceAug, 2021- Nov, 2024 -
Salesforce Certified CPQ Specialist Certification
SalesforceMay, 2021- Nov, 2024 -
Salesforce Certified Advanced Administrator (SCAA)
SalesforceDec, 2020- Nov, 2024 -
Salesforce Certified Sales Cloud Consultant
SalesforceDec, 2020- Nov, 2024 -
ABM Certification: Foundations
DemandbaseSep, 2019- Nov, 2024 -
Salesforce Certified Pardot Consultant
SalesforceSep, 2019- Nov, 2024 -
Salesforce Trailhead Ranger
Trailhead by SalesforceMar, 2019- Nov, 2024 -
Talent Optimization Certified Leader
Talent Optimization by The Predictive IndexJan, 2019- Nov, 2024 -
Salesforce Certified Pardot Specialist
SalesforceAug, 2018- Nov, 2024 -
PI Practitioner
The Predictive IndexAug, 2017- Nov, 2024 -
Salesforce Certified Administrator
SalesforceJun, 2017- Nov, 2024 -
SalesLoft Certified Administrator
SalesLoftMar, 2019- Nov, 2024 -
Hubspot Frictionless Sales Certified
HubSpotFeb, 2020- Nov, 2024 -
Hubspot Inbound Marketing Certification
HubSpotFeb, 2020- Nov, 2024 -
Hubspot Inbound Sales Certified
HubSpotFeb, 2020- Nov, 2024 -
Conversational Sales Certified
DriftMar, 2020- Nov, 2024 -
Playbook Basics Certified
DriftMar, 2020- Nov, 2024 -
Conversational Marketing Certified
DriftNov, 2019- Nov, 2024 -
Insight Squared Certified Administrator
InsightSquaredJul, 2019- Nov, 2024
Experience
-
Revenue Ops LLC
-
United States
-
IT Services and IT Consulting
-
1 - 100 Employee
-
Founder & CEO
-
Feb 2020 - Present
Revenue Ops LLC is a fully licensed and insured revenue operations consulting firm, offering strategic consulting services, management services, and implementation services to companies focused on optimizing business processes. https://www.revenueopsllc.com Through building the proper business technology stack, optimizing operational business processes and procedures, and properly managing the data, visualizing analytics, and creating forecasts, I provide the senior leadership and… Show more Revenue Ops LLC is a fully licensed and insured revenue operations consulting firm, offering strategic consulting services, management services, and implementation services to companies focused on optimizing business processes. https://www.revenueopsllc.com Through building the proper business technology stack, optimizing operational business processes and procedures, and properly managing the data, visualizing analytics, and creating forecasts, I provide the senior leadership and each business unit the information, support, and means to make data driven decisions that will maximize revenue for clients. Show less Revenue Ops LLC is a fully licensed and insured revenue operations consulting firm, offering strategic consulting services, management services, and implementation services to companies focused on optimizing business processes. https://www.revenueopsllc.com Through building the proper business technology stack, optimizing operational business processes and procedures, and properly managing the data, visualizing analytics, and creating forecasts, I provide the senior leadership and… Show more Revenue Ops LLC is a fully licensed and insured revenue operations consulting firm, offering strategic consulting services, management services, and implementation services to companies focused on optimizing business processes. https://www.revenueopsllc.com Through building the proper business technology stack, optimizing operational business processes and procedures, and properly managing the data, visualizing analytics, and creating forecasts, I provide the senior leadership and each business unit the information, support, and means to make data driven decisions that will maximize revenue for clients. Show less
-
-
-
The Princeton Review
-
United States
-
Education Management
-
700 & Above Employee
-
Director of Institutional Sales Operations
-
Nov 2019 - May 2020
Key responsibilities include: • Being the hands-on business owner for our Salesforce.com instance including managing and recommending changes and enhancements to fine tune productivity for sales, marketing and contracting. • Ensure Salesforce data integrity by managing contact lists, deduplicating current data records, creating new account records and reconciling opportunity information. • Design, construct and implement an efficient and effective campaign structure, integrating it… Show more Key responsibilities include: • Being the hands-on business owner for our Salesforce.com instance including managing and recommending changes and enhancements to fine tune productivity for sales, marketing and contracting. • Ensure Salesforce data integrity by managing contact lists, deduplicating current data records, creating new account records and reconciling opportunity information. • Design, construct and implement an efficient and effective campaign structure, integrating it with Pardot and training the sales and service team on best practices for follow-through. • Create and maintain "always current" dynamic and static lists in Pardot to support marketing campaigns. • Work closely with General Manager and Market VPs to develop and create informative reports and dashboards that will provide the data essential to our pipeline's growth, progression and management. • Manage the institutional contracting process from closing opportunities for deals won, to cloning renewal opportunities, creating invoicing tasks, and be the primary conduit between the Accounting team(s) and the Institutional teams to ensure that our clients are invoiced accurately and in a timely manner. • Partner with senior sales leadership to identify opportunities for sales process improvement, making recommendations when appropriate, for new tools or processes. • Participate on our internal Cross Functional Team to increase cross-market and cross-product sales and communication. • Foster an organization of continuous process improvement. Responsible for administration of technological systems including: • Pardot • Salesforce Show less Key responsibilities include: • Being the hands-on business owner for our Salesforce.com instance including managing and recommending changes and enhancements to fine tune productivity for sales, marketing and contracting. • Ensure Salesforce data integrity by managing contact lists, deduplicating current data records, creating new account records and reconciling opportunity information. • Design, construct and implement an efficient and effective campaign structure, integrating it… Show more Key responsibilities include: • Being the hands-on business owner for our Salesforce.com instance including managing and recommending changes and enhancements to fine tune productivity for sales, marketing and contracting. • Ensure Salesforce data integrity by managing contact lists, deduplicating current data records, creating new account records and reconciling opportunity information. • Design, construct and implement an efficient and effective campaign structure, integrating it with Pardot and training the sales and service team on best practices for follow-through. • Create and maintain "always current" dynamic and static lists in Pardot to support marketing campaigns. • Work closely with General Manager and Market VPs to develop and create informative reports and dashboards that will provide the data essential to our pipeline's growth, progression and management. • Manage the institutional contracting process from closing opportunities for deals won, to cloning renewal opportunities, creating invoicing tasks, and be the primary conduit between the Accounting team(s) and the Institutional teams to ensure that our clients are invoiced accurately and in a timely manner. • Partner with senior sales leadership to identify opportunities for sales process improvement, making recommendations when appropriate, for new tools or processes. • Participate on our internal Cross Functional Team to increase cross-market and cross-product sales and communication. • Foster an organization of continuous process improvement. Responsible for administration of technological systems including: • Pardot • Salesforce Show less
-
-
-
Jebbit
-
United States
-
Marketing Services
-
1 - 100 Employee
-
Revenue Operations Manager
-
May 2019 - Apr 2020
Key Responsibilities include: • Partners with Sales, Customer Success, Partnerships, Marketing and Finance to help manage a combination of our CRM and ESP. • Establishes and maintains scalable processes that ensure nothing but amazing campaign management, lead management, sales processes, sales productivity, analysis, and forecasting. • Leading and owning the sales data strategy, so that the right data is collected at the right cadence, and in the best manner. • Developing… Show more Key Responsibilities include: • Partners with Sales, Customer Success, Partnerships, Marketing and Finance to help manage a combination of our CRM and ESP. • Establishes and maintains scalable processes that ensure nothing but amazing campaign management, lead management, sales processes, sales productivity, analysis, and forecasting. • Leading and owning the sales data strategy, so that the right data is collected at the right cadence, and in the best manner. • Developing, leading and reporting on key revenue and sales pipeline metrics. • Solving problems and providing practical business insights from complex data sets. • Providing documentation and training on workflows, system updates, and ongoing developments of the CRM system to various stakeholders. • Working with the Executive team on contracts and other legal documents for both external vendors and potential clients. Responsible for administration of technological systems including: • Pardot • Salesforce • SalesLoft • WordPress • LinkedIn Sales Navigator • Drift • Zoominfo • Apollo Show less Key Responsibilities include: • Partners with Sales, Customer Success, Partnerships, Marketing and Finance to help manage a combination of our CRM and ESP. • Establishes and maintains scalable processes that ensure nothing but amazing campaign management, lead management, sales processes, sales productivity, analysis, and forecasting. • Leading and owning the sales data strategy, so that the right data is collected at the right cadence, and in the best manner. • Developing… Show more Key Responsibilities include: • Partners with Sales, Customer Success, Partnerships, Marketing and Finance to help manage a combination of our CRM and ESP. • Establishes and maintains scalable processes that ensure nothing but amazing campaign management, lead management, sales processes, sales productivity, analysis, and forecasting. • Leading and owning the sales data strategy, so that the right data is collected at the right cadence, and in the best manner. • Developing, leading and reporting on key revenue and sales pipeline metrics. • Solving problems and providing practical business insights from complex data sets. • Providing documentation and training on workflows, system updates, and ongoing developments of the CRM system to various stakeholders. • Working with the Executive team on contracts and other legal documents for both external vendors and potential clients. Responsible for administration of technological systems including: • Pardot • Salesforce • SalesLoft • WordPress • LinkedIn Sales Navigator • Drift • Zoominfo • Apollo Show less
-
-
-
The Predictive Index
-
United States
-
Human Resources
-
200 - 300 Employee
-
Sales and Marketing Operations Manager
-
Aug 2017 - May 2019
Key responsibilities include: • Partners with VP of Sales & Marketing to ensure all systems, processes, and workflows are documented and align with overarching strategy and goals • Owns the Sales & Marketing tech stack and technical administration of all applications, systems, processes and workflows - Website, CRM, Marketing Automation, Analytics, Business Intelligence, etc. – that support the conversion funnel from first-touch to closed business • Partners with Sales and Marketing… Show more Key responsibilities include: • Partners with VP of Sales & Marketing to ensure all systems, processes, and workflows are documented and align with overarching strategy and goals • Owns the Sales & Marketing tech stack and technical administration of all applications, systems, processes and workflows - Website, CRM, Marketing Automation, Analytics, Business Intelligence, etc. – that support the conversion funnel from first-touch to closed business • Partners with Sales and Marketing teams to ensure proper execution of marketing campaigns, channel attribution, and distribution of leads to attributed parties • Establishes and maintains scalable processes that ensure nothing but amazing campaign management, lead management, sales processes, analysis, and forecasting • Responsible for working across the organization to create and maintain all relevant Sales & Marketing metrics and reports on marketing and sales activities, effectiveness, and business impact • Oversees analysis of sales and marketing data, provides reporting, insights, and makes recommendations on areas for optimization and improvement • Responsible for overall database hygiene, quality, and maintenance across the Sales & Marketing tech stack • Recruits, trains, manages and develops high-performing Sales & Marketing Operations team members and outsourced help as needed • Monitors and maintains data quality within the marketing database • Evaluates and prioritizes roadmap of new technology, applications, and improvements to existing systems and processes to optimize the Sales & Marketing Team’s performance Responsible for administration of technological systems including: • Pardot • Salesforce • SalesLoft • Einstein Analytics • WordPress • LinkedIn Sales Navigator • Drift Show less Key responsibilities include: • Partners with VP of Sales & Marketing to ensure all systems, processes, and workflows are documented and align with overarching strategy and goals • Owns the Sales & Marketing tech stack and technical administration of all applications, systems, processes and workflows - Website, CRM, Marketing Automation, Analytics, Business Intelligence, etc. – that support the conversion funnel from first-touch to closed business • Partners with Sales and Marketing… Show more Key responsibilities include: • Partners with VP of Sales & Marketing to ensure all systems, processes, and workflows are documented and align with overarching strategy and goals • Owns the Sales & Marketing tech stack and technical administration of all applications, systems, processes and workflows - Website, CRM, Marketing Automation, Analytics, Business Intelligence, etc. – that support the conversion funnel from first-touch to closed business • Partners with Sales and Marketing teams to ensure proper execution of marketing campaigns, channel attribution, and distribution of leads to attributed parties • Establishes and maintains scalable processes that ensure nothing but amazing campaign management, lead management, sales processes, analysis, and forecasting • Responsible for working across the organization to create and maintain all relevant Sales & Marketing metrics and reports on marketing and sales activities, effectiveness, and business impact • Oversees analysis of sales and marketing data, provides reporting, insights, and makes recommendations on areas for optimization and improvement • Responsible for overall database hygiene, quality, and maintenance across the Sales & Marketing tech stack • Recruits, trains, manages and develops high-performing Sales & Marketing Operations team members and outsourced help as needed • Monitors and maintains data quality within the marketing database • Evaluates and prioritizes roadmap of new technology, applications, and improvements to existing systems and processes to optimize the Sales & Marketing Team’s performance Responsible for administration of technological systems including: • Pardot • Salesforce • SalesLoft • Einstein Analytics • WordPress • LinkedIn Sales Navigator • Drift Show less
-
-
-
Worcester Polytechnic Institute
-
United States
-
Higher Education
-
700 & Above Employee
-
Associate Sales Operations Manager
-
May 2013 - Aug 2017
Responsible for the tracking, reporting, and data entry needs of the sales and marketing teams, utilizing university databases like MS Access, Banner, and Salesforce.com. Worked closely with the marketing team to ensure efficient lead generation and conversion processes, and designed and implemented operational and strategic initiatives to increase productivity and revenue growth. Developed and trained the sales and marketing team members on various databases utilized by the team, like… Show more Responsible for the tracking, reporting, and data entry needs of the sales and marketing teams, utilizing university databases like MS Access, Banner, and Salesforce.com. Worked closely with the marketing team to ensure efficient lead generation and conversion processes, and designed and implemented operational and strategic initiatives to increase productivity and revenue growth. Developed and trained the sales and marketing team members on various databases utilized by the team, like Salesforce.com Pardot, and Hubspot. Managed work study students, and coordinated their workflow. Handled all direct inquiries regarding corporate and online graduate degree programs, and assigned the leads to the appropriate account executive. Managed campaigns, reports, and dashboards within Salesforce to help improve with lead generation, conversion, and tracking through the sales funnel. Created and maintained the Competitive Intelligence Database, which contains information around over 1,200 of our educational competitors, in order to compare our current educational offerings against those of our direct competitors. Created weekly reports tracking sales revenue by account team, and program revenue by month, with a three year comparison trend. Show less Responsible for the tracking, reporting, and data entry needs of the sales and marketing teams, utilizing university databases like MS Access, Banner, and Salesforce.com. Worked closely with the marketing team to ensure efficient lead generation and conversion processes, and designed and implemented operational and strategic initiatives to increase productivity and revenue growth. Developed and trained the sales and marketing team members on various databases utilized by the team, like… Show more Responsible for the tracking, reporting, and data entry needs of the sales and marketing teams, utilizing university databases like MS Access, Banner, and Salesforce.com. Worked closely with the marketing team to ensure efficient lead generation and conversion processes, and designed and implemented operational and strategic initiatives to increase productivity and revenue growth. Developed and trained the sales and marketing team members on various databases utilized by the team, like Salesforce.com Pardot, and Hubspot. Managed work study students, and coordinated their workflow. Handled all direct inquiries regarding corporate and online graduate degree programs, and assigned the leads to the appropriate account executive. Managed campaigns, reports, and dashboards within Salesforce to help improve with lead generation, conversion, and tracking through the sales funnel. Created and maintained the Competitive Intelligence Database, which contains information around over 1,200 of our educational competitors, in order to compare our current educational offerings against those of our direct competitors. Created weekly reports tracking sales revenue by account team, and program revenue by month, with a three year comparison trend. Show less
-
-
-
Sigma Alpha Iota International Music Fraternity
-
United States
-
Musicians
-
1 - 100 Employee
-
Editor In Chief (Pan Pipes)
-
Jul 2010 - Jul 2014
PAN PIPES, the fraternity journal, was first issued in 1909 and is now published four times a year in print -- fall, winter, spring and summer -- with a digital exclusive supplement of the Annual Contemporary American Music Composers Update. It goes to all collegiate chapter members, alumnae who are current members of the National Alumnae Association, patronesses, school libraries, and music departments where we have active chapters, and many public libraries and music organizations. It carries… Show more PAN PIPES, the fraternity journal, was first issued in 1909 and is now published four times a year in print -- fall, winter, spring and summer -- with a digital exclusive supplement of the Annual Contemporary American Music Composers Update. It goes to all collegiate chapter members, alumnae who are current members of the National Alumnae Association, patronesses, school libraries, and music departments where we have active chapters, and many public libraries and music organizations. It carries news of important events in the field of music, chapter activities, achievements of individual members, reviews of books and recordings, and articles by well known leaders in the music field and reports about the projects, scholarships, and grants of SAI Philanthropies, Inc. I edited all articles submitted for publication, as well as contributed articles for publication in each issue. I was responsible for final proofing and approvals, prior to the issue going to print. Show less PAN PIPES, the fraternity journal, was first issued in 1909 and is now published four times a year in print -- fall, winter, spring and summer -- with a digital exclusive supplement of the Annual Contemporary American Music Composers Update. It goes to all collegiate chapter members, alumnae who are current members of the National Alumnae Association, patronesses, school libraries, and music departments where we have active chapters, and many public libraries and music organizations. It carries… Show more PAN PIPES, the fraternity journal, was first issued in 1909 and is now published four times a year in print -- fall, winter, spring and summer -- with a digital exclusive supplement of the Annual Contemporary American Music Composers Update. It goes to all collegiate chapter members, alumnae who are current members of the National Alumnae Association, patronesses, school libraries, and music departments where we have active chapters, and many public libraries and music organizations. It carries news of important events in the field of music, chapter activities, achievements of individual members, reviews of books and recordings, and articles by well known leaders in the music field and reports about the projects, scholarships, and grants of SAI Philanthropies, Inc. I edited all articles submitted for publication, as well as contributed articles for publication in each issue. I was responsible for final proofing and approvals, prior to the issue going to print. Show less
-
-
-
Goodwill Industries of Northern New England
-
Londonderry, Derry and Amherst, NH
-
Supervisor
-
May 2011 - May 2013
Managed over 50 sales associates, scheduling, creation of store financial and production reports, employee and managerial training, and sales. Performed accounting duties such as preparing deposits, creating financial reports, performing petty cash counts, and reconciling accounts receivable. Also, created a computer program to balance register drawers and track discrepancies, which assisted with loss prevention. Managed over 50 sales associates, scheduling, creation of store financial and production reports, employee and managerial training, and sales. Performed accounting duties such as preparing deposits, creating financial reports, performing petty cash counts, and reconciling accounts receivable. Also, created a computer program to balance register drawers and track discrepancies, which assisted with loss prevention.
-
-
-
Davis Music
-
DeLand and Seminole, FL
-
Company Owner
-
May 2002 - May 2011
Founder and owner of Davis Music. Responsible for negotiation of school musical instrument repair contracts, band instrument repairs, music lessons, and general business operations. Mentored multiple interns from Stetson University and employees on musical instrument repair best practices. Developed all business processes, and was responsible for revenue operations and bookkeeping. Founder and owner of Davis Music. Responsible for negotiation of school musical instrument repair contracts, band instrument repairs, music lessons, and general business operations. Mentored multiple interns from Stetson University and employees on musical instrument repair best practices. Developed all business processes, and was responsible for revenue operations and bookkeeping.
-
-
Education
-
2009 - 2011
University of South Florida
Master of Science, Marketing -
2004 - 2006
Stetson University
Master of Business Administration (MBA) -
1998 - 2002
Stetson University
Bachelor's degree, Music Education -
1997 - 1998
Minnesota State College Southeast
Diploma, Band Instrument Repair -
1992 - 1996
Londonderry High School
Diploma
Community
