Revenue Operations Leader - CRM & Analytics Expert

ERIC HOLLY

San Jose, CA • 414-***-**** • ****.*.*****@*****.*** • linkedin.com/in/ericholly

Director of Revenue Operations Salesforce & Analytics Systems Leader Data-driven operator with 20+ years building and scaling sales, customer success, and revenue operations across SaaS, PropTech, FinTech, and B2B services. Expert in CRM architecture, analytics, and automation that drive predictable, profitable growth. Proven track record designing full-funnel systems from acquisition through retention and expansion. Experienced in FinTech, PropTech, and lending-adjacent environments, integrating CRM, analytics, and automation systems to unify sales, marketing, and customer operations. CORE EXPERTISE

Revenue Operations • Customer Success Ops • CRM Architecture (Salesforce / HubSpot / Zoho) • Process Automation (Zapier / Workflows)

Forecasting & Analytics (Looker / Tableau / Excel) • Retention & Churn Modeling • GTM Strategy • Cross-Functional Leadership • Remote Team Scaling

PROFESSIONAL EXPERIENCE

PropTech Sales Consultants LLC — Founder / Consultant San Francisco Bay Area June 2024 – Present

• Built automated post sales reporting and customer health dashboards integrating HubSpot + Zendesk + Sheets to cut risk visibility lag by 70%.

• Defined KPIs, renewal workflows, and success playbooks for early stage SaaS clients scaling from less than $1M to $5M ARR.

• Implemented cross system data hygiene and enrichment process improving forecast accuracy by

>20%.

• Designed GTM and retention models for VC/PE backed firms entering new markets. ManageCasa — Head of Sales (Contract)

San Francisco, CA October 2024 – January 2025

• Created end to end Sales – Onboarding - Success workflow in HubSpot with automated handoffs and lifecycle stages.

• Increased qualified inbound from <10% to 90% within two weeks via campaign and workflow optimization.

• Aligned Sales, Marketing, and Onboarding to reduce lead to activation friction by 40% and improve retention signals.

Zenplace — COO & Head of Sales

Santa Clara, CA September 2018 – December 2023

• Led 27 person org across AEs, SDRs, onboarding, support, and CX; scaled national coverage to 270+ U.S. cities.

• Reduced churn from 42% to 16% and increased upsell/cross sell through lifecycle redesign and enablement.

• Owned RevOps stack (Salesforce, HubSpot, Gong, Outreach, JustCall, ZoomInfo) and company wide GTM KPIs.

Zenplace — Vice President of Sales

Santa Clara, CA July 2017 – September 2018

• Tripled ARR from $365K to $1.1M in 12 months by hiring/managing US & offshore SDR/AE teams and modernizing operations.

• Introduced CRM automation, 100% e signature contracting, and data driven pipeline management.

Direct Surety — Vice President of Sales

Foster City, CA June 2014 – March 2017

• Delivered 400%+ YoY revenue growth; launched Express Bond program to capture new market share.

• Implemented Salesforce + Five9; built reporting and forecasting for board level visibility.

• Cut CAC by 50% ( $200K SEM) while maintaining pipeline and improving close rates. Frain Industries — Director of Sales

Greater Chicago Area March 2013 – June 2014

• Scaled revenue run rate from $14M to $20M (+43%) by introducing SDR/AE alignment and enterprise motion.

• Implemented Challenger Sales and executive dashboards for visibility. iMarketing / Xentel / Professionally Speaking — Regional Sales Manager Milwaukee, WI September 2003 – March 2013

• Directed multi site call centers up to 200 reps; delivered $4M+ annual revenue for national clients.

• Led tech modernization and compliance transitions; trained sales managers and team leaders. VOLUNTEER EXPERIENCE

American Marketing Association – DC Chapter (AMADC) — HubSpot Implementation Consultant (Volunteer)

Remote (Washington, DC) July 2025 – Present

• Leading pro bono implementation of HubSpot (architecture, workflows, data migration).

• Training leadership on CRM best practices, data hygiene, and reporting dashboards. EDUCATION

University of Wisconsin–Madison — B.B.A., Management TECHNOLOGY & METHODS

Salesforce • HubSpot • Zoho • Zapier • Gong • Outreach • ZoomInfo • Five9 • JustCall • Zendesk • Google Ads • Microsoft Ads

Sales Methodologies: Challenger • SPIN • MEDDIC • Solution Selling

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