● AI-Driven Revenue Architecture · SaaS & Enterprise

Operational wisdom for predictable growth.

I architect the systems behind predictable revenue — across Sales, Revenue, and Business Operations for SaaS & enterprise. One of the few operations leaders who pairs 10+ years of executive-level judgment with hands-on AI fluency, so your team stops drowning in manual reporting and starts running on AI-augmented operations you can actually trust.

Trusted by executive sales leaders across AMER, EMEA, LATAM & APAC.

Results that compound

Outcomes delivered across global sales organizations

90%+
Forecast accuracy
+30%
Pipeline performance
−25%
Sales cycle time
40+
Sellers supported
SaaS Enterprise Software Manufacturing Specialty Chemicals Supply Chain Distribution
Why OPSophy

The rare combination business owners need right now

Most senior operations leaders have deep judgment but shallow AI skills. Most AI enthusiasts have never owned an executive forecast. OPSophy is both — and knows how to make AI stick.

A decade of executive judgment

10+ years leading global operations, forecasting, and cross-functional decisions — where trust, context, and calls under pressure matter more than any tool.

Hands-on AI fluency

Fluent in prompt engineering and reusable AI workflows — not slideware about AI, but AI I use every day to actually do the work faster and better.

AI that gets institutionalized

The rare part: moving AI from personal use into your team and systems — Salesforce, forecasting, reporting — where the ROI actually lives. That's the gap most companies can't close alone.

Sound familiar?

The problems keeping operations leaders up at night

If any of these hit home, they're exactly what OPSophy is built to close.

Forecasts you can't fully trust — and surprises at quarter-end.
A forecasting cadence and AI-assisted risk signals that get accuracy to 90%+ and surface risk early.
Your team spends more time building reports than acting on them.
AI-augmented reporting that cuts the busywork and frees people for decisions.
You bought AI tools, but nothing really changed.
AI institutionalized into your systems and team workflows — not stuck in a chat window.
CRM data you don't believe and dashboards leaders ignore.
Clean Salesforce governance and reporting leadership can finally act on with confidence.
Growing revenue seems to mean growing headcount.
Scalable operations and automation that grow output without growing the org chart.
Competitors are moving on AI and you're falling behind.
A clear, practical AI operating model — so you lead the shift instead of chasing it.
What OPSophy does

Operations consulting across the whole business

From revenue architecture to day-to-day execution — Sales, Revenue, and Business Operations for SaaS & enterprise, with the visibility, processes, and forecasts leaders can rely on.

Sales Operations

Pipeline visibility, forecasting cadence, territory planning, and enablement that help sales teams focus and perform.

Revenue & Business Process Architecture

Designing the operating model, processes, and cadence your revenue engine runs on — the architecture behind scalable, predictable growth.

Revenue Operations

Align the full funnel — lead to renewal — across Sales, Marketing, and Success into one predictable revenue engine.

Business Operations

Cross-functional planning, process design, and the operating cadence (QBRs, KPIs) that help the whole business scale.

Forecasting & CRM Governance

90%+ forecast accuracy, plus clean, trustworthy Salesforce data, CPQ, and reporting leadership can act on with confidence.

Analytics & AI Automation

Dashboards, KPIs, and AI-powered insights that turn scattered data across teams into decisions leaders can make fast.

Ways to work together

Two clear ways to start

Practical, packaged engagements — so you know exactly what you're getting and where it leads, from day one.

2 weeks · fixed scope

AI Operations Audit

A focused diagnostic of your revenue operations — forecasting, pipeline, CRM data, and AI-readiness. You'll see exactly what's leaking, what to fix first, and get a practical roadmap to move from manual work and personal AI use to AI-augmented operations.

Best for: leaders who want clarity and a plan before committing to bigger change.
Ongoing · part-time

Fractional RevOps

Senior operations leadership on a fractional basis — I run your forecasting cadence, pipeline inspection, CRM governance, and reporting, and bring AI into the workflow, without the cost of a full-time hire. Executive-level judgment plus hands-on execution.

Best for: teams that need real RevOps leadership but aren't ready for a full-time head.

Not sure which fits? Email AA@opsophy.com and we'll figure it out together.

The OPSophy method

From personal AI to institutional AI

Most teams use AI personally. Few have institutionalized it. That gap — between a leader who uses ChatGPT and an organization that runs on AI — is exactly where OPSophy works.

Reusable AI workflows

Turn one-off prompts into a shared library of reusable workflows for the tasks your team repeats every week — QBRs, forecast summaries, pipeline analysis.

AI inside your stack

Embed AI where the work actually happens — Salesforce, forecasting tools, reporting — not in a separate chat window nobody adopts.

The centaur model

AI does the routine analysis; your people make the decisions, build the trust, and own the outcomes. That's the durable model — and it can't be copied.

About

The idea behind OPSophy

The name says it all: OPS stands for operations of every kind — Sales, Revenue, and Business — and Sophia is the Greek word for wisdom. OPSophy™ is the wisdom of operations, applied where growth actually depends on it.

OPSophy™ is an operations consulting practice that helps teams run with clarity and confidence — wherever growth depends on how well things actually work. It brings more than a decade of hands-on experience across sales, revenue, and business operations — forecasting, Salesforce governance, and GTM execution for SaaS and enterprise businesses.

That experience spans leading cross-functional projects, coordinating global operations teams, building reporting frameworks, and creating scalable processes that support real business growth — across SaaS, enterprise software, manufacturing, specialty chemicals, supply chain, and distribution.

Full career history & recommendations on LinkedIn

Proof, not promises

Outcomes delivered for global sales teams

A selection of measurable results from leading sales operations across international regions.

90%+

Forecast accuracy through executive forecasting cadence and commit reviews

+30%

Pipeline performance via standardized qualification and governance

+40%

Salesforce reporting accuracy by standardizing CRM governance

−25%

Shorter sales cycle by aligning Sales, Finance & Legal

−40%

Faster contract turnaround, with renewals up 15%

+30%

Team productivity from a global performance framework (QBRs, KPIs)

4

International regions covered by a Salesforce CPQ rollout

$10M

Revenue increase driven over three years in commercial roles

Let's talk

Have a revenue operations challenge?

Whether it's forecasting, pipeline, Salesforce, or GTM alignment — send a note and let's explore how OPSophy can help.

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