Expert Details

Expert in SaaS, Sales Funnels, Sales Automation, SaaS Sales, Marketing Automation and Inbound Marketing

Expert ID: 736359 California, USA

Request Expert

Expert currently serves as Head of Growth, at a SaaS platform for sending individual personalized videos to welcome and onboard new customers and clients. In this role, he oversees both sales and marketing. He is also currently Founder of a company, which is an eCommerce brand.

Previously he served as Sales Director at a web app where CRM meets automation to power your marketing, sales and business systems all in one place. Expert is a thought leader in the worlds of SaaS, Sales Funnels, Sales Automation, SaaS Sales, Marketing Automation and Inbound Marketing. He writes extensively about these topics on Quora (where he has almost 2,000,000 views) as well as on his own blog. He has been on many podcasts speaking in this space.

From both his consulting and time working with SaaS organizations, Expert has deep product and industry knowledge of tools like ActiveCampaign, ClickFunnels, Hubspot, Infusionsoft, Kajabi, Kartra, Keap, MailerLite, Mailchimp, ConvertKit, Constant Contact, Ontraport, Shopify, WooCommerce, Teachable, Access Ally, just to name a few. He also writes for a blog, where he posts thought leadership in the space. Expert has extensive experience in personal video emails, video marketing and the major personal video tools in the industry such as Vidyard, Loom, BombBomb, Employer, Dubb, HippoVideo.


Year Degree Subject Institution
Year: 2013 Degree: Bachelor of Arts Subject: Business/ Entrepreneurship and Political Science Institution: University of California, Berkeley

Work History

Years Employer Title Department
Years: 2019 to Present Employer: Undisclosed Title: Head of Growth Department:
Implemented a series of new marketing initiatives, including our podcast push and use case series that increased organic traffic by 30% and inbound leads by 50%.
Built a new sales system, including setting up new processes, hiring sales staff and building a pipeline through ActiveCampaign.
Increased average sales conversion of trial leads by 25%
Contributed to an increase of nearly $300,000 in ARR for the company.
Years Employer Title Department
Years: 2016 to 2020 Employer: Ontraport Title: Sales Director Department:
Rose from an entry level sales rep to a sales director in just a few years
Beat quota by nearly 200%, having a book of business that constituted nearly 25% of the companies entire revenue (with an eight person sales team)
Led team to multiple record setting growth quarters
Years Employer Title Department
Years: 2015 to Present Employer: Undisclosed Title: Founder Department:
Founded a gaming company that 800% funded on kickstarter and went on to sell over $50,000 of additional copies in over 15 countries.
Years Employer Title Department
Years: 2019 to Present Employer: Undisclosed Title: Writer Department:
In a years time accumulated 2,000,000 views and generated over $100,000 for the companies, worked for with the question and answer website Quora. Received top 10 writers in the world awards for topics such as email marketing, inbound marketing, SaaS, SaaS marketing, SaaS sales and Small Business Marketing.
Years Employer Title Department
Years: 2017 to Present Employer: Undisclosed Title: Consultant Department:
Consult with both institutional firms, like McKinsey, as well as consultancy organizations to provide guidance on issues around email marketing, inbound marketing, churn, SaaS marketing, SaaS sales, eCommerce, CLTV, Leading vs. Lagging revenue indicators, small business marketing, brand development, personal video, all-in-one marketing solutions, CRM, ESP, email deliverability and many more. Besides these firms, also consult directly with small businesses on various ways to help them grow.
Years Employer Title Department
Years: 2014 to 2015 Employer: Codeware Title: Account Executive Department:
Assisted prospective clients with pricing, product information, licensing and product demonstrations for ASME pressure vessel and heat exchanger design and analysis software. Acted as a liaison between prospects and our mechanical engineering team, insuring prospects received expedient answers to all technical inquiries. Met quota during all quarters worked here.
Years Employer Title Department
Years: 2013 to 2014 Employer: Evolutionary Components Title: Consultant Department:
Worked with small team on cutting edge Bioengineering/ Biomedical research
Author on Bioengineering paper, main writer for a $200,000 NSF Grant, a $24,000 IUIT Grant
Chief organizer of project agendas, including creating an air compressor and analytic bioreactor.
Years Employer Title Department
Years: 2010 to Present Employer: Undisclosed Title: Consultant Department:
Advise small to medium sized businesses on CRM/ESP tool selection, inbound marketing set-up, brand,
marketing strategy, technology implementation, campaign set-up, PPC, SEO, copywriting etc..
Work both directly with small brands in industries like coaching, consultation, plastic surgery, roofing, eCommerce,
brick and mortar retail etc. as well as with marketing agencies that then implement my insights for their

Career Accomplishments

Licenses / Certifications
Completed my Marketing Nanodegree certification in 2019
Completed a HubSpot Email Marketing Certification in 2020

Additional Experience

Training / Seminars
Completed online entrepreneurship classes with Stanford University.

Fields of Expertise

Request Expert

Dev Tool:

Request: expert/saas-sales-funnels-sales-automation-saas-sales-marketing-automation-and-inbound-marketing
Matched Rewrite Rule: expert/([^/]+)(?:/([0-9]+))?/?$
Matched Rewrite Query: experts=saas-sales-funnels-sales-automation-saas-sales-marketing-automation-and-inbound-marketing&page=
Loaded Template: single-experts.php