Steve T.
Fractional AI CRO | AI GTM Engineer | Agentic RevOps | Agentic Sales Teams | CRM Consultant
ex-Go NimblyAs Fractional CRO at MXI since March 2026, I focus on driving sales growth and scaling high-performing sales organizations.
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My expertise includes sales analytics, CRM implementation, and process optimization, all aimed at creating streamlined, data-driven strategies that enable revenue growth. With over ten years of experience as a Revenue Operations Consultant, I have contributed to Salesforce and Tech Stack management, sales analytics, and operational efficiency for companies like LegalZoom and Altium. My mission is to empower organizations with actionable insights and tailored workflows to maximize sales performance and operational excellence.
GTM Index
- KINETIC REVOPS AGENTIC CRMJOB
- GTM Eng, Founder, Revenue…21Y 10M
GTM Engineer, Founder, Revenue Operations Consultant
Kinetic RevOps Agentic CRM
Began my career as an independent consultant, partnering with high-growth and enterprise organizations to design, implement, and optimize revenue systems, data infrastructure, and go-to-market operations. Over time, I’ve supported companies such as ProSites, Booster Fuels, and other scaling businesses in building efficient, data-driven growth engines. My work has consistently focused on: • Architecting and implementing CRM ecosystems (Salesforce, HubSpot, and adjacent tools) • Designing scalable RevOps frameworks across sales, marketing, and customer success • Building analytics layers, dashboards, and data pipelines to enable executive decision-making • Automating work…
- DASHFORMJOB
- GTM Advisor3M
GTM Advisor
Dashform
I partner with visionary early-stage and high-growth companies to architect, scale, and optimize their go-to-market engines. As GTM Advisor at Dashform (getaiform.com), I help bridge the gap between breakthrough AI technology and predictable, repeatable revenue execution. Core Expertise Go-to-Market Strategy: Designing end-to-end commercial frameworks from positioning and pricing to enterprise sales motion execution. Revenue Operations (RevOps): Building custom, streamlined operational architectures that scale seamlessly without technical debt. AI-Native Commercialization: Integrating cutting-edge automation and agentic workflows to maximize team productivity and market responsiveness.
- MXIJOB
- Fractional Chief Revenue O…6M
Fractional Chief Revenue Officer
MXI
I operate at the intersection of revenue architecture, financial infrastructure, and applied AI. Currently serving as Fractional Chief Revenue Officer at MXI Finance, I’ve been brought in to design and scale a modern revenue engine capable of supporting a truly borderless financial system. My mandate is not incremental optimization—it’s full-stack transformation. MXI Finance is building the underlying rails for global commerce: a unified ecosystem that bridges traditional fiat banking with Web3-native infrastructure. Through virtual USD accounts and stablecoin integration, we enable instantaneous cross-border transactions at scale—eliminating the latency, cost, and fragmentation embedded…
- Head of Growth1M
Head of Growth
MXI
As Head of Growth at MXI (since March 2026), I lead revenue acceleration by designing and scaling high-performance, data-driven sales organizations. I specialize in building agentic, automated GTM systems that integrate CRM, analytics, and AI—enabling predictable pipeline generation, optimized conversion, and efficient revenue expansion. With over a decade of experience as a Revenue Operations Consultant, I’ve driven end-to-end Salesforce and tech stack transformations for organizations such as LegalZoom.com, Go Nimbly, BrainPOP, and Altium. Altium is a global leader in electronic design automation (EDA), providing SaaS platforms that enable engineers to design the hardware systems and cir…
- ZATA _CORPJOB
- Sales Operations Mgr2Y 7M
Sales Operations Manager
Zata _Corp
• Managed the implementation of Hubspot, enhancing sales operations at Zata Corp. • Integrated key platforms such as Zoom Communications and LinkedIn Sales Navigator to streamline processes. • Improved overall efficiency, leading to increased productivity and revenue growth. • Developed skills in sales process optimization and cross-platform integration.
- ALTIUM®JOB
- Sales Operations Analyst2M
Sales Operations Analyst
Altium®
▪ Created sales analytics and reporting for COO and C-Suite ▪ Created sales forecasts for COO and C-Suite
- GO NIMBLYJOB
- Revenue Operations Consult…1Y
Revenue Operations Consultant
Go Nimbly
Revenue Operations Consultant III | Go Nimbly • Led end-to-end CRM migration from NetSuite to Salesforce for BrainPOP, ensuring data integrity, process continuity, and zero disruption to revenue workflows • Designed and deployed multi-level sales analytics and executive dashboards, enabling real-time visibility into pipeline health, forecasting accuracy, and rep performance • Architected and implemented a scalable renewal operations process leveraging Mixmax, improving retention workflows and reducing manual touchpoints • Identified and resolved systemic automation errors across the GTM tech stack, reducing help desk support tickets by 30% and improving operational effic…
- NOVARTISJOB
- Pharmaceutical Sales Repre…2Y 7M
Pharmaceutical Sales Representative
Novartis
In my role as a Pharmaceutical Sales Representative at Novartis, I effectively managed the Los Angeles, Ventura, and Santa Barbara market for Alcon, specializing in selling NSAIDs and Steroids to Cataract, Glaucoma, and Retina surgeons. By consistently delivering top-tier sales performance, I contributed to the company's success on a national level. Working remotely, I honed my skills in communication, negotiation, and market analysis.
- LEGALZOOMJOB
- Senior Sales Representative8Y
Senior Sales Representative
LegalZoom
In my role as a Senior Sales Representative at LegalZoom, I led a team of 14 sales representatives to exceed revenue targets through strategic analysis of sales metrics. I developed and implemented a social media pilot program, representing LegalZoom at trade shows to drive brand awareness. Additionally, I trained and managed a team of sales representatives, utilizing my expertise in sales training to drive team success.
- Job: Kinetic RevOps Agentic CRM — GTM Engineer, Founder, Revenue Operations Consultant (RevOps) · 2004-12 – present · 21y 8mo — Began my career as an independent consultant, partnering with high-growth and enterprise organizations to design, implement, and optimize revenue systems, data infrastructure, and go-to-market operations. Over time, I’ve supported companies such as ProSites, Booster Fuels, and other scaling businesses in building efficient, data-driven growth engines. My work has consistently focused on: • Architecting and implementing CRM ecosystems (Salesforce, HubSpot, and adjacent tools) • Designing scalable RevOps frameworks across sales, marketing, and customer success • Building analytics layers, dashboards, and data pipelines to enable executive decision-making • Automating work…
- Job: Go Nimbly — Revenue Operations Consultant (RevOps) · 2021-12 – 2022-12 · 1y — Revenue Operations Consultant III | Go Nimbly • Led end-to-end CRM migration from NetSuite to Salesforce for BrainPOP, ensuring data integrity, process continuity, and zero disruption to revenue workflows • Designed and deployed multi-level sales analytics and executive dashboards, enabling real-time visibility into pipeline health, forecasting accuracy, and rep performance • Architected and implemented a scalable renewal operations process leveraging Mixmax, improving retention workflows and reducing manual touchpoints • Identified and resolved systemic automation errors across the GTM tech stack, reducing help desk support tickets by 30% and improving operational effic…
- Job: Altium® — Sales Operations Analyst · 2023-06 – 2023-08 · 2 mo — ▪ Created sales analytics and reporting for COO and C-Suite ▪ Created sales forecasts for COO and C-Suite
- Job: Dashform — GTM Advisor · 2026-07 – present · 1 mo — I partner with visionary early-stage and high-growth companies to architect, scale, and optimize their go-to-market engines. As GTM Advisor at Dashform (getaiform.com), I help bridge the gap between breakthrough AI technology and predictable, repeatable revenue execution. Core Expertise Go-to-Market Strategy: Designing end-to-end commercial frameworks from positioning and pricing to enterprise sales motion execution. Revenue Operations (RevOps): Building custom, streamlined operational architectures that scale seamlessly without technical debt. AI-Native Commercialization: Integrating cutting-edge automation and agentic workflows to maximize team productivity and market responsiveness.
- Job: Novartis — Pharmaceutical Sales Representative · 2013-04 – 2015-11 · 2y 7mo — In my role as a Pharmaceutical Sales Representative at Novartis, I effectively managed the Los Angeles, Ventura, and Santa Barbara market for Alcon, specializing in selling NSAIDs and Steroids to Cataract, Glaucoma, and Retina surgeons. By consistently delivering top-tier sales performance, I contributed to the company's success on a national level. Working remotely, I honed my skills in communication, negotiation, and market analysis.
- Job: LegalZoom — Senior Sales Representative · 2005-03 – 2013-03 · 8y — In my role as a Senior Sales Representative at LegalZoom, I led a team of 14 sales representatives to exceed revenue targets through strategic analysis of sales metrics. I developed and implemented a social media pilot program, representing LegalZoom at trade shows to drive brand awareness. Additionally, I trained and managed a team of sales representatives, utilizing my expertise in sales training to drive team success.
- Job: MXI — Fractional Chief Revenue Officer · 2026-04 – present · 4 mo — I operate at the intersection of revenue architecture, financial infrastructure, and applied AI. Currently serving as Fractional Chief Revenue Officer at MXI Finance, I’ve been brought in to design and scale a modern revenue engine capable of supporting a truly borderless financial system. My mandate is not incremental optimization—it’s full-stack transformation. MXI Finance is building the underlying rails for global commerce: a unified ecosystem that bridges traditional fiat banking with Web3-native infrastructure. Through virtual USD accounts and stablecoin integration, we enable instantaneous cross-border transactions at scale—eliminating the latency, cost, and fragmentation embedded…
- Job: Zata _Corp — Sales Operations Manager · 2023-08 – 2026-03 · 2y 7mo — • Managed the implementation of Hubspot, enhancing sales operations at Zata Corp. • Integrated key platforms such as Zoom Communications and LinkedIn Sales Navigator to streamline processes. • Improved overall efficiency, leading to increased productivity and revenue growth. • Developed skills in sales process optimization and cross-platform integration.
- Job: MXI — Head of Growth · 2026-03 – 2026-04 · 1 mo — As Head of Growth at MXI (since March 2026), I lead revenue acceleration by designing and scaling high-performance, data-driven sales organizations. I specialize in building agentic, automated GTM systems that integrate CRM, analytics, and AI—enabling predictable pipeline generation, optimized conversion, and efficient revenue expansion. With over a decade of experience as a Revenue Operations Consultant, I’ve driven end-to-end Salesforce and tech stack transformations for organizations such as LegalZoom.com, Go Nimbly, BrainPOP, and Altium. Altium is a global leader in electronic design automation (EDA), providing SaaS platforms that enable engineers to design the hardware systems and cir…
- School: The Wharton School — Artificial Intelligence for Business
- School: The Wharton School — Business Analytics Specialization
- School: California State Polytechnic University-Pomona — Bachelor of Business Administration, Operations Management and Supervision
- School: Huntington Beach High School — High School Diploma
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