Some of my work

The problem

Only about a fifth of pipeline had reliable source attribution. Leaders were making channel-investment decisions on data that was mostly guesswork.

What I built

• A custom lead-source model in HubSpot using workflow logic across 10+ native and custom fields.
• Unified data pipelines with SQL, Metabase, and Hightouch joining HubSpot and warehouse data to validate and enrich attribution, exposing true channel performance.
• Dashboards for channel performance, marketing-sourced pipeline, campaign influence, conversion trends, and revenue impact.

The problem

Annual commitments billed monthly or quarterly were nearly impossible to track in HubSpot. Account managers were guessing at renewal dates.

What I built

• Reconciled Stripe billing, internal DB records, and warehouse data in Metabase to pin down accurate renewal dates across monthly and quarterly cadences.
• Closed the HubSpot visibility gap where annual commitments on non-annual billing were hard to track.
• A filterable BI dashboard: each AM can view accounts by renewal date, days to renewal, billing cadence, and commitment status, with color-coded flags for upcoming and overdue items.
• A reliable source of truth spanning AM, CS, Finance, Sales, and leadership.

What I built

• Launched the referral-partner coupon tracking initiative, organizing partner-specific UTM and coupon mappings in Google Sheets feeding Fivetran and Metabase.
• SQL in Metabase to track referral volume, attributed revenue, refunds, refund-adjusted revenue, and payout amounts.
• A ClickUp process for the full partner lifecycle: vetting and scoring, exec sign-off, onboarding, marketing assets, contracts, check-ins, payout cadence, and offboarding.
• Cleaner ways for Marketing, Finance, and Revenue to measure partner performance, calculate payouts, and scale partnerships.