Jon R.

Independent/Fractional offers consultancy services focused on enhancing pipeline generation and revenue architecture for B2B SaaS companies.

• Successfully rebuilt outbound pipeline systems leading to improved SDR performance.
• Aligned sales and marketing functions to consistently improve pipeline creation.
• Introduced AI-driven prospecting to expand account coverage and enhance efficiency in execution.

• Led the development and scaling of outbound pipeline generation into a consistent, repeatable source of pipeline (~$20M annually, 500+ SQOs/year)
• Scaled inbound-sourced pipeline from ~$4M to ~$35M (~1,500 SQOs/year) annually by redesigning qualification, routing, and conversion into sales-ready opportunities
• Led SDR strategy, organizational design, and hiring, evolving the function toward coverage-based execution and consistent pipeline creation
• Developed account targeting and segmentation frameworks to improve outbound efficiency and expand qualified pipeline coverage
• Aligned sales, marketing, and operations around shared pipeline metrics, improving visibility into pipeline creation, conversion, and coverage against plan
• Introduced AI-assisted prospecting approaches to expand account coverage and improve SDR productivity within pipeline generation workflows

• Supported the development of outbound and SDR-led pipeline generation, contributing to growth in overall pipeline coverage
• Partnered with sales and marketing to improve lead qualification, routing, and conversion into sales-ready opportunities
• Helped establish early processes for pipeline tracking, performance measurement, and cross-functional alignment

• Managed SDR and inbound qualification efforts, supporting pipeline creation across inbound and outbound channels
• Contributed to outbound prospecting initiatives and account targeting approaches to expand pipeline coverage
• Worked cross-functionally to improve lead flow, routing, and early-stage conversion into qualified opportunities

Advera Health Analytics focuses on enhancing patient safety and healthcare cost efficiency using data-driven insights.

Advera Health Analytics improves patient safety and reduces healthcare costs through real-world outcomes data analysis.

SnapKnot connects engaged couples with photographers through a comprehensive search platform based on location, budget, and style.

• Expanded SnapKnot's brand partnerships leading to an increase in customer base via marketing opportunities.
• Implemented strategic marketing initiatives that improved brand visibility and engagement within the target market.

ADP provides comprehensive HR management solutions and services globally, including payroll, compliance, and benefits administration.

PTC is a leader in Product Lifecycle Management software, helping enterprises streamline product development and enhance service operations.

State Street offers financial services to institutional investors, including investment management and trading.