Revenue
Operations
Company
SimplyTest
Year
2025–presentYear
2025–present
Overview
Connect marketing activity, account testing, sales follow-up, and fulfillment in a shared commercial operating framework.
I own HubSpot architecture, workflow design, metric definitions, and reporting across Marketing, Sales, Service, Content, and Operations Hubs. I work with IT on portal and laboratory data connections and coordinate the teams using those systems.
Actions Taken
Commercial Intelligence
Built dashboards for pipeline progress, monthly testing, utilization, retention, cohorts, account risk, forecasting, and event ROI. Connected campaign and event activity with deals and downstream customer behavior.
CRM & Automation
Designed data models, objects, properties, pipelines, ownership rules, regional routing, and lifecycle logic around the actual business processes. Resolved reporting, access, data-quality, and workflow dependencies with cross-functional teams.
Ordering & Fulfillment
Rebuilt manual ordering into traceable workflows covering submission, account association, unique order numbers, fulfillment, tracking, provider communications, and reporting. Partnered with IT on nightly portal-to-HubSpot synchronization.
Results
Teams gained a connected framework for prioritizing accounts, reviewing commercial performance, following orders, and seeing where the customer’s next step needed attention.
Leadership reviews connected the numbers with investment decisions, account opportunities, ownership, and follow-up. The system also created a foundation for inventory visibility and proactive reorder signals.
Selected SimplyTest artwork will be added here.