David Maxey

Durango, United States of America

Revenue Operations Leader

Expertise

Revenue Cycle ManagementOperational StrategySales OperationsProduct DevelopmentCapacity PlanningManagement ConsultingRevenue ForecastingBusiness StrategySales EnablementStrategic InitiativesSales Management

About

At the core of my career is a passion for transforming SaaS businesses across industries like Cybersecurity, Digital Real Estate, and FinTech. As a Revenue Operations and GTM leader with 15+ years of experience, I specialize in aligning sales, marketing, and customer success to achieve measurable results. My recent tenure as Head of Revenue Operations at Growth Harmony saw achievements like a 66% reduction in redundant efforts and strategic implementations, including MEDDPICC, driving $2M in pipeline growth and 30% ARR increases. Beyond operations, I contribute to the RevOps community through master classes and publications with RevRoom, sharing actionable strategies for scaling revenue teams and optimizing GTM processes. Proficient in leveraging tools like Salesforce and HubSpot, I drive data-driven decisions that reduce churn, enhance EBITDA, and deliver predictable growth. My commitment to mentorship and innovation underscores every aspect of my work, helping businesses and professionals excel in an evolving SaaS landscape.

Industries

Embedded Software Products

Work

Member

RevRoom

May 2023 - present

RevRoom is a trusted space where curious revenue leaders are collaborating on the future of b2b go to market. -Author -Master Class Teacher -Podcast Guest -AMA Host -Rev Room Contributor -Rev Ops trainer for people new to Rev Ops Job https://www.revgenius.com/author/david-maxey/

VP, Revenue Operations

Growth Harmony Consultants

Jul 2022 - present

Fractional GTM Consultant with 15+ years of experience as VP of Revenue Operations, VP of GTM Operations, Sr. Director of Revenue Operations, Global Director of Sales Operations, GTM M&A Integrator, and Advisor to the CEO/CRO. Proven expertise in driving SaaS growth through 30% ARR increases, 40% churn reduction, $2M pipelines in 45 days, and AI-driven strategies. Skilled in ABM, CRM optimization, and scaling cross-functional teams to align GTM operations. • Increased ARR by 30% and reduced churn by 40% by implementing targeted customer retention strategies. • Generated a $2M pipeline within 45 days through ABM and MEDDPICC frameworks. • Decreased CPL by 45% and enhanced LTV by 50% through data-driven AI campaigns and advanced attribution modeling. • Improved forecast accuracy to 90% by migrating CRMs (HubSpot, Salesforce) and redesigning GTM processes. • Streamlined post-M&A integration efforts, reducing duplicate systems by 66% and boosting team efficiency. • Scaled GTM operations for SaaS businesses ranging from $50M to $150M, delivering 95% completion of critical projects on time. • Built and mentored high-performing Revenue Operations teams, driving 25% increase in productivity within the first year.

Global Sr. Director, Revenue Operations

Deputy

Jan 2021 - Jun 2022

"All in one Employee Scheduling, Time and Attendance Tracking, and Tasking (SaaS) " Projects managed and sponsored: -Aligned GTM definitions and stages -Dashboards and reports for entire funnel for sales, marketing and customer success created and deployed -Salesforce.com remediation for scaling -Defined KPIs & dashboards for customer success -Designed Deal Desk v1 -Ran budget analysis to save over $150k to pay for needed tools -Designed a full multi-touch, first, last and most touched attribution for all incoming leads -Designed an automated journey map that allows product and marketing to keep prospects moving through the funnel quickly -Migrated from Hubspot to Marketo -Continuous improvement projects for tech debt -Saved $7M in performance marketing spend leveraging Segment and Marketo -Created GTM tech roadmap for sales, marketing and customer success ✔Worked closely with sales, marketing, customer success, finance, and business operations to drive the execution of our GTM strategy ✔Designed and socialized a new way for prospects to move through the funnel that would minimize human error with AI lowering CAC cost by 20% ✔Ran an initiative to analyze the marketing budget and was able to lower cost by $600k per month while increasing conversion rates Tools used: Salesforce, Marketo, Salesloft, Gong, Intercom, Atrium, Tableau, Lucid Charts, Jira, Asana, DropBox, Outreach (Proof of Concept), Ironclad, Lattice, BambooHR, Segment, Tableau, Chilipiper, Calendly, Groove (Proof of Concept), Google Suite, Microsoft Office Suite, Expensify, Zuora

Sr. Director, Sales Operations

Snapdocs

Aug 2019 - Jul 2020

"Workflow tools that digitize and automate task for lenders, title companies and notaries (Saas)" Projects managed and sponsored: -GTM definitions & stages defined & aligned -Salesforce migration from small business edition to enterprise edition -Scaled GTM Stack that supported a 600% increase of leads QoQ without any system or reporting issues -Defined KPIs and created dashboards for sales, marketing and customer success -Migrated from Hubspot to Marketo -Designed a full multi-touch, first, last and most touched attribution for all incoming leads -Implemented Gong and saw an 25% increase in conversion rates in 3 months -Created base BI system for all GTM executive reporting -Continuous improvement projects for tech debt -Created GTM tech roadmap for sales, marketing and customer success ✔Works closely with sales, marketing, customer success, and finance to drive the execution of our GTM strategy ✔Developed yearly planning for head count, quotas, compensation plans, and overall strategic business planning ✔Provided the executive team useful insights to help drive decision making for capacity planning, quotas, pipeline, territory planning and others Tools used/integrated: SFDC, Marketo, Salesloft, Gong, Trello, Insightsquared, Chartio, Redshift, Lattice, Bamboo HR, Google Suite, Microsoft Office Suite, Expensify

Global Director, Sales Operations & Customer Value

Tradeshift

Jun 2018 - Aug 2019

"E-Invoicing and Accounts Payable Automation as a SaaS solution" Projects managed and sponsored: -Salesforce CPQ implementation with over 30 SKUs for a global rollout while staying ASC 606 compliant using pricing analysis -Designed key performance metrics & dashboard for sales, marketing and customer success -Designed full multi-touch, first, last and most touched attribution for all incoming leads -Continuous improvement projects for tech debt -Assisted with audits for future ASC-606 compliance -Created GTM tech roadmap for sales, marketing and customer success -Domo migration for executive reporting from all GTM systems -Ringlead implementation for automating duplicate merging and enrichment -Developed and implemented deal desk process, workflow and reporting ✔Built a Global Sales & Customer Value Operations team that supported 300 commissioned employees ✔Managed team responsible for compensation, deal desk, marketing operations, sales productivity, sales operations, GTM architecture, SFDC and tool stack product management, and 3rd party vendor billing/relations Tools Used/ Integrated: Salesforce, Marketo, Ironclad, Domo, Xactly, Salesforce CPQ, Ringlead Enrichment, Gainsight, Google Suite, Microsoft Office Suite, Expensify & other tools

Senior Consultant

An Entrepreneur's Solution

Aug 2016 - Jun 2018

"Change Management Organization. Clients ranging from $5MM to $75MM in Manufacturing, Collision, and MarTech" Projects managed and sponsored: -Implemented bonus plans in a commission environment encouraging teamwork resulting in doubled profits YoY. -Developed and Implemented an inventory process that resulted in 100% accuracy when ordering and better customer satisfaction -Played a critical role in the team overachieving $60MM 2017 budget after recovering from a devastating fire & completing a divestiture of the largest division. This was a 30% increase in sales YoY. g a divestiture of the largest division. This was a 30% increase in sales YoY. ✔Vetted new management prospects ✔Recruited top talent ✔Developed lead generation model to create warm leads. ✔Developed sales best practices moving warm leads to closed deals.

Chief Operating Officer

MFG

Aug 2014 - Aug 2016

"MFG.com is SaaS Technology built as a global online B2B marketplace matching potential customers with manufacturers of custom products" Projects managed and sponsored: -Automated CAD input allowing for a 400% engineering staff reduction -Program managed ShopIQ: a global competitive analysis tool increasing sales $450-500K per rep a year -Designed an automated marketing system that created warm leads increasing sales productivity over 150% & increasing deal size by 15% ✔Ran weekly staff meetings providing updates on sales, marketing and customer success ✔Advised the CEO regularly on strategy and priority of the most critical areas of the business ✔Hired and built a successful team to manage operations, sales, and marketing ✔Played a key role in achieving a historical 22% EBITDA margin in 2015 (a 15-year record breaker). ✔Restructured renewals & customer service ensuring cross functional team communication that resulted in a 50% increase in renewal rate. ✔International experience working closely with Europe & Asia-Pacific managers to develop forecast, budgets & promote best practices in foreign markets.

Vice President of Global Sales

MFG

May 2013 - Dec 2014

✔Designed & implemented a consultative sales process, lead generation & marketing automation systems ✔Streamlined closing techniques, that in two years doubled average sales per representative from $205k to $405k & $405k to $650k & increased close ratio from 21% to 44% per sales rep & ✔Developed system to decrease sales cycle from 13 to 7 days.

Sales Director

MFG

May 2012 - May 2013

Sales Manager

MFG

Jan 2012 - May 2012

Senior Account Executive

MFG

Jun 2011 - Jan 2012

Education

Georgia State University

BBA

2002

Kennesaw State University - Michael J. Coles College of Business

Master of Business Administration (M.B.A.)

2017

University of Georgia - Terry College of Business

Bachelor's Degree

2005

Awards

Beta Gamma Sigma

2017

Beta Gamma Sigma or ΒΓΣ is an academic honor society. Founded in 1913 at the University of Wisconsin, it has over 800,000 members, selected from over 540 collegiate chapters in business schools accredited by AACSB International. Founded in the US, it has in recent years added collegiate chapters in Australia, Brazil, Canada, Egypt, France, Germany, Hong Kong, Israel, Lebanon, Liechtenstein, Malaysia, Mexico, New Zealand, Peru, Philippines, Singapore, Slovenia, South Korea, Spain, Switzerland, Taiwan, Thailand, the Netherlands, Turkey, United Arab Emirates, United Kingdom and Chile.

Eagle Scout, Silver Palm

Eagle Scout is the highest achievement or rank attainable in the Boy Scouting program of the Boy Scouts of America (BSA). The designation "Eagle Scout" was founded over one hundred years ago. Only four percent of Boy Scouts are granted this rank after a lengthy review process. The requirements necessary to achieve this rank take years to fulfill.Requirements include earning at least 21 merit badges. The Eagle Scout must demonstrate Scout Spirit, an ideal attitude based upon the Scout Oath and Law, service, and leadership. This includes an extensive service project that the Scout plans, organizes, leads, and manages. Eagle Scouts are presented with a medal and a badge that visibly recognizes the accomplishments of the Scout.

Publications

Maxey's Change Management Survival Guide

2024

https://drive.google.com/file/d/1o8maWF36N3sOW3fzWnFyKcPDXvy9xVPF/view

Ikigai vs The Art of War

2022

https://www.linkedin.com/feed/update/urn:li:ugcPost:6937831755492073472?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3AugcPost%3A6937831755492073472%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29

Strengths Finders (Gallup): David Maxey

2019

https://drive.google.com/file/d/1Cze4OpQ_Oe4tqsma21p3jw2DgUbMk94T/view?usp=sharing

Successfully Executing a Financial Turnaround for SaaS

2017

https://www.linkedin.com/pulse/forming-turn-around-management-team-david-maxey/

Innovation for MFG.com - I project I led from start to finish

2016

https://www.manufacturingtomorrow.com/news/2016/09/12/mfgcom-offers-manufacturers-and-suppliers-a-powerful-analytics-tool/8534/

My Predictive Index Comprehensive Overview

https://drive.google.com/file/d/1L8JV9oDircdJTBIkgdd_wRLiu5Ar9ewn/view?usp=sharing

My Predictive Index, Overview: The Best Way to Interact with David Maxey

https://drive.google.com/file/d/1EivFO4LTBVSyebC8vEHPhpeAUhvI5sWu/view?usp=sharing