Jerad Lally
VP Revenue Operations | GTM Operating Model + Revenue Predictability | Scaled SaaS Revenue Systems $10M–$200M+ ARR
ex-ArteraI’m a Revenue Operations Executive with 15+ years building and repairing GTM operating systems across SaaS, tech, and services—from Series B through $200M+ ARR.
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My lane is revenue predictability: the process, data, governance, and operating rhythm that turns “hope” forecasting into executive I partner directly with CROs, CMOs, COOs, and CFOs to architect the full revenue system: forecasting governance, pipeline inspection and stage rigor, Salesforce architecture and CRM governance, quota and compensation design, capacity planning, territory design, and board-ready reporting. When the GTM engine is fragmented—definitions vary, CRM is noisy, managers don’t inspect, and teams argue over dashboards—I rebuild it into a disciplined operating model leaders can My leadership style is hands-on and pragmatic: align the motion to buying behavior, set non-negotiable standards, instrument the funnel like an economic system, and create operating cadence that drives action—not theater. I’ve built and led global RevOps and Enablement teams, developed future leaders, and installed the rhythms (forecast calls, QBRs, pipeline reviews, AOP) that create consistent Known for stepping into complex revenue organizations, restoring forecast confidence, and building RevOps & Enablement teams and systems that reduce risk while increasing execution Jerad Lally
GTM Index
- SPARQJOB
- Head of Revenue Operations7M
Head of Revenue Operations
Sparq
- REVOPS CHATJOB
- Founding Member1Y 1M
Founding Member
RevOps Chat
• Founding member in an ops-only community focused on tactical problem-solving across the revenue system. • Contributed templates and practical guidance on CRM governance and inspection cadence for faster adoption. • Sourced best practices across tooling (Salesforce, Clari, enablement platforms) to accelerate execution speed.
- GRATEFULJOB
- GTM & Revenue Operations A…5Y 3M
GTM & Revenue Operations Advisor | Leadership Council Member
Grateful
Advisor to a nonprofit technology platform, supporting revenue operations, GTM structure, and operating discipline. We are a platform that connects nonprofits, businesses, and individual givers with an opportunity to support important causes in the world.
- FULLCAST, THE GO-TO-MARKET CLOUDJOB
- Advisor2Y 1M
Advisor | GTM & Revenue Operations
Fullcast, The Go-to-Market Cloud
Advisor to a GTM planning and coverage platform, providing executive guidance on RevOps, territory design, and enterprise GTM execution. Fullcast, the Go-to-Market Cloud, is a platform designed by RevOps leaders for RevOps leaders. Finally, a solution exists where RevOps is no longer an afterthought—it’s the focus. We exist to remove revenue pain and provide software and strategy for go-to-market teams.
- PAVILIONJOB
- Executive Member2Y 2M
Executive Member
Pavilion
Member of a peer network for senior GTM and revenue leaders, participating in executive-level discussions on revenue operations, forecasting, GTM execution, and leadership best practices.
- REVOPS CO-OPJOB
- Member1Y 4M
Member
RevOps Co-op
The RevOps Co-Op is a community built to serve its members through on-demand expertise, best practice content, educational opportunities, and networking events. All go-to-market operations professionals are welcome - from marketing to customer success and everything in between.
- VARIOUS COMPANIESJOB
- RevOps Executive1Y 4M
RevOps Executive | Builder | Advisor
Various Companies
Full GTM advisory services and builder for startups and B2B tech companies.
- NETDOCUMENTSJOB
- VP, Revenue Operations2Y 3M
Vice President, Revenue Operations
NetDocuments
Executive owner of Revenue Operations, forecasting governance, Salesforce architecture, quota & compensation design, and GTM operating cadence across Sales, Marketing, and Customer Success. •Owned company-wide forecasting governance using Clari, including rollups, inspection cadence, and executive submissions; sustained ~97%+ forecast accuracy across 100+ quota-carrying reps. •Leader in annual operating planning (AOP), quota setting, and capacity modeling. •Executive owner of Salesforce architecture and CRM governance, enforcing pipeline & reporting integrity. •Designed and governed compensation and incentive plans to align seller behavior with revenue priorities and predictability. •Built…
- ARTERAJOB
- VP, Revenue Operations11M
Vice President, Revenue Operations
Artera
Established the first centralized Revenue Operations function, enhancing forecasting rigor and GTM operating discipline. • Implemented Clari-based forecasting and inspection cadence, restoring leadership confidence in revenue projections. • Developed GTM operating rhythm, including forecast calls, QBRs, and performance reviews to drive accountability and improve productivity by 10%.
- CHILDCARECRMJOB
- VP, Business Operations1Y 11M
Vice President, Business Operations
ChildcareCRM
Owned business operations across the revenue engine, connecting GTM execution to financial planning and performance management. • Built performance reporting (Power BI + CRM data), accelerating decision cycles from 21 days to 3 days. • Optimized operational workflows and handoffs, reducing cycle time by 25% • Partnered with executive leadership on planning and prioritization, improving resource allocation accuracy by [10%].
- VP, Revenue Operations3Y 11M
Vice President, Revenue Operations
ChildcareCRM
Owned end-to-end RevOps for a high-growth SaaS business: pipeline generation support, sales process, planning, reporting, and operating cadence. • Unified end-to-end GTM execution, significantly increasing marketing-sourced pipeline revenue by 15%. • Rebuilt territories and quotas while scaling sales headcount 2x, improving coverage & attainment by 20%. • Implemented reporting and inspection cadence, raising pipeline hygiene compliance to 95%
- Job: Sparq — Head of Revenue Operations (RevOps) · 2026-03 – present · 5 mo
- Job: RevOps Chat — Founding Member · 2025-09 – present · 11 mo — • Founding member in an ops-only community focused on tactical problem-solving across the revenue system. • Contributed templates and practical guidance on CRM governance and inspection cadence for faster adoption. • Sourced best practices across tooling (Salesforce, Clari, enablement platforms) to accelerate execution speed.
- Job: NetDocuments — Vice President, Revenue Operations (RevOps) · 2023-03 – 2025-06 · 2y 3mo — Executive owner of Revenue Operations, forecasting governance, Salesforce architecture, quota & compensation design, and GTM operating cadence across Sales, Marketing, and Customer Success. •Owned company-wide forecasting governance using Clari, including rollups, inspection cadence, and executive submissions; sustained ~97%+ forecast accuracy across 100+ quota-carrying reps. •Leader in annual operating planning (AOP), quota setting, and capacity modeling. •Executive owner of Salesforce architecture and CRM governance, enforcing pipeline & reporting integrity. •Designed and governed compensation and incentive plans to align seller behavior with revenue priorities and predictability. •Built…
- Job: Artera — Vice President, Revenue Operations (RevOps) · 2022-01 – 2022-12 · 11 mo — Established the first centralized Revenue Operations function, enhancing forecasting rigor and GTM operating discipline. • Implemented Clari-based forecasting and inspection cadence, restoring leadership confidence in revenue projections. • Developed GTM operating rhythm, including forecast calls, QBRs, and performance reviews to drive accountability and improve productivity by 10%.
- Job: ChildcareCRM — Vice President, Business Operations · 2021 – 2022 · 1y — Owned business operations across the revenue engine, connecting GTM execution to financial planning and performance management. • Built performance reporting (Power BI + CRM data), accelerating decision cycles from 21 days to 3 days. • Optimized operational workflows and handoffs, reducing cycle time by 25% • Partnered with executive leadership on planning and prioritization, improving resource allocation accuracy by [10%].
- Job: Grateful — GTM & Revenue Operations Advisor | Leadership Council Member (RevOps) · 2021-07 – present · 5y 1mo — Advisor to a nonprofit technology platform, supporting revenue operations, GTM structure, and operating discipline. We are a platform that connects nonprofits, businesses, and individual givers with an opportunity to support important causes in the world.
- Job: Fullcast, The Go-to-Market Cloud — Advisor | GTM & Revenue Operations (RevOps) · 2024-09 – present · 1y 11mo — Advisor to a GTM planning and coverage platform, providing executive guidance on RevOps, territory design, and enterprise GTM execution. Fullcast, the Go-to-Market Cloud, is a platform designed by RevOps leaders for RevOps leaders. Finally, a solution exists where RevOps is no longer an afterthought—it’s the focus. We exist to remove revenue pain and provide software and strategy for go-to-market teams.
- Job: Pavilion — Executive Member · 2024-08 – present · 2y — Member of a peer network for senior GTM and revenue leaders, participating in executive-level discussions on revenue operations, forecasting, GTM execution, and leadership best practices.
- Job: RevOps Co-op — Member · 2025-06 – present · 1y 2mo — The RevOps Co-Op is a community built to serve its members through on-demand expertise, best practice content, educational opportunities, and networking events. All go-to-market operations professionals are welcome - from marketing to customer success and everything in between.
- Job: Various Companies — RevOps Executive | Builder | Advisor (RevOps) · 2025-06 – present · 1y 2mo — Full GTM advisory services and builder for startups and B2B tech companies.
- Job: ChildcareCRM — Vice President, Revenue Operations (RevOps) · 2018 – 2021 · 3y — Owned end-to-end RevOps for a high-growth SaaS business: pipeline generation support, sales process, planning, reporting, and operating cadence. • Unified end-to-end GTM execution, significantly increasing marketing-sourced pipeline revenue by 15%. • Rebuilt territories and quotas while scaling sales headcount 2x, improving coverage & attainment by 20%. • Implemented reporting and inspection cadence, raising pipeline hygiene compliance to 95%
- School: The University of Iowa Tippie College of Business — Master of Business Administration (MBA), Business Administration and Management, General
- School: Simpson College — Bachelor of Arts (BA), Business Management (Marketing), Minor in Philosophy
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