Jonathan Carlson ๐Ÿ‘จ๐Ÿผโ€๐Ÿณ

Co-Founder

Fort Lauderdale, Florida, United States13 yrs 1 mo experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Expert in transforming CRMs into revenue-driving engines.
  • Proven track record in demand generation and sales optimization.
  • Skilled in automating workflows for B2B SaaS companies.
Stackforce AI infers this person is a SaaS RevOps Architect specializing in CRM optimization and demand generation.

Contact

Skills

Core Skills

RevopsSalesforce.com ConsultingDemand GenerationSales Processes

Other Skills

Business Process ImprovementTeamworkSalesforce.com AdministrationSalesforce.com DevelopmentProblem SolvingSoftware as a Service (SaaS)Salesforce Sales CloudCloud ComputingStrategic ThinkingInformation TechnologyGo-to-Market StrategyCommunicationBusiness AnalysisTerritory PlanningPerformance Metrics

About

๐Œ๐จ๐ฌ๐ญ ๐œ๐จ๐ฆ๐ฉ๐š๐ง๐ข๐ž๐ฌ ๐๐จ๐งโ€™๐ญ ๐ซ๐ž๐š๐ฅ๐ข๐ณ๐ž ๐ญ๐ก๐ž๐ข๐ซ ๐‚๐‘๐Œ ๐ข๐ฌ ๐œ๐จ๐ฌ๐ญ๐ข๐ง๐  ๐ญ๐ก๐ž๐ฆ ๐ซ๐ž๐ฏ๐ž๐ง๐ฎ๐ž โ€” ๐ฎ๐ง๐ญ๐ข๐ฅ ๐ข๐ญโ€™๐ฌ ๐ญ๐จ๐จ ๐ฅ๐š๐ญ๐ž. * Sales teams drowning in manual data entry * Leads getting misrouted or lost * Reports you canโ€™t trust * Automations that break without warning If your CRM feels more like a ๐›๐ฎ๐ซ๐๐ž๐ง than an asset, the problem isnโ€™t the tool โ€” itโ€™s the ๐ฅ๐š๐œ๐ค ๐จ๐Ÿ ๐ฌ๐ญ๐ซ๐š๐ญ๐ž๐ ๐ฒ ๐›๐ž๐ก๐ข๐ง๐ ๐ข๐ญ. Thatโ€™s where ๐‚๐‘๐Œ ๐‡๐š๐œ๐ค๐ž๐ซ comes in. We help B2B companies fix CRM chaos, automate revenue workflows, and unlock growth. โœ… Sales teams close deals faster with clean data and smart automations โœ… Marketing stops wasting leads because everything actually syncs โœ… Leadership gets accurate reporting for better decisions --- ๐Ÿ’ก ๐–๐ก๐š๐ญ ๐–๐ž ๐ƒ๐จ ๐š๐ญ ๐‚๐‘๐Œ ๐‡๐š๐œ๐ค๐ž๐ซ We donโ€™t just โ€œset upโ€ CRMs โ€” we turn them into scalable, efficient revenue engines. ๐‚๐‘๐Œ ๐‡๐ž๐š๐ฅ๐ญ๐ก ๐‚๐ก๐ž๐œ๐ค๐ฌ & ๐€๐ฎ๐๐ข๐ญ๐ฌ โ†’ Spot issues before they kill deals ๐…๐ข๐ฑ๐ข๐ง๐  ๐๐ซ๐จ๐ค๐ž๐ง ๐๐ซ๐จ๐œ๐ž๐ฌ๐ฌ๐ž๐ฌ & ๐€๐ฎ๐ญ๐จ๐ฆ๐š๐ญ๐ข๐จ๐ง๐ฌ โ†’ So your CRM works for you, not against you ๐๐ฎ๐ข๐ฅ๐๐ข๐ง๐  ๐ƒ๐š๐ญ๐š-๐ƒ๐ซ๐ข๐ฏ๐ž๐ง ๐–๐จ๐ซ๐ค๐Ÿ๐ฅ๐จ๐ฐ๐ฌ โ†’ Scale your operations without the chaos --- ๐Ÿข ๐ˆ๐ง๐๐ฎ๐ฌ๐ญ๐ซ๐ข๐ž๐ฌ ๐–๐žโ€™๐ฏ๐ž ๐–๐จ๐ซ๐ค๐ž๐ ๐–๐ข๐ญ๐ก Weโ€™ve worked with teams across: * Technology & SaaS * Construction & Roofing * Healthcare & Biotech * Finance & Private Equity * Education * Marketing Agencies * Professional Services * Government Contracting * Nonprofits --- ๐Ÿ“ฉ ๐‘๐ž๐š๐๐ฒ ๐ญ๐จ ๐ญ๐ฎ๐ซ๐ง ๐ฒ๐จ๐ฎ๐ซ ๐‚๐‘๐Œ ๐ข๐ง๐ญ๐จ ๐š ๐œ๐จ๐ฆ๐ฉ๐ž๐ญ๐ข๐ญ๐ข๐ฏ๐ž ๐š๐๐ฏ๐š๐ง๐ญ๐š๐ ๐ž? โ†’ ๐’๐ก๐จ๐จ๐ญ ๐ฆ๐ž ๐š ๐ƒ๐Œ. Let's build something better.

Experience

Clay

Claymaker | Partner

May 2024 โ€“ Present ยท 1 yr 10 mos

  • Build your workflows with all of your favorite tools. Clay has integrations with 200+ tool to trigger outbound campaigns, update CRMs, and much more.

Revops co-op

Member

Feb 2023 โ€“ Present ยท 3 yrs 1 mo

Operatus

Salesforce Consultant

Dec 2021 โ€“ Dec 2022 ยท 1 yr ยท Remote

  • Contracted as a white-labeled Salesforce Consultant, working as an embedded team member under the clientโ€™s brand. Led implementation and optimization of Salesforce Sales Cloud, focusing on automation, reporting, and process redesign to improve sales team efficiency and data accuracy.
Strategic ThinkingSalesforce.com Consulting

Mcgaw

Salesforce Consultant

Jan 2021 โ€“ Feb 2023 ยท 2 yrs 1 mo ยท Remote

  • Contracted as a white-labeled Salesforce Consultant, working as an embedded team member under the clientโ€™s brand. Led implementation and optimization of Salesforce Sales Cloud, focusing on automation, reporting, and process redesign to improve sales team efficiency and data accuracy.
Strategic ThinkingSalesforce.com Consulting

N2y

3 roles

Senior Demand Generation & Marketing Operations Manager

Jul 2020 โ€“ Jun 2021 ยท 11 mos

  • Led multi-channel Account-Based Marketing campaigns to drive lead engagement, build brand awareness, and increase key metrics.
  • Developed a comprehensive digital marketing strategy incorporating web content, email, social media, PPC, and webinars.
  • Directed A/B testing and digital channel optimizations to enhance campaign effectiveness.
  • Managed and optimized the marketing tech stack, including implementing a full Pardot setup which boosted email engagement by 214%.
  • Established lead scoring and routing processes using Pardot, Salesforce, and LeanData to streamline lead management.
  • Contributed to strategic company-wide initiatives as a member of Charter committees, helping launch a Customer Advocacy Program and revamp the eCommerce store.
  • Designed an efficient marketing-to-sales process to improve response times and effectiveness.
  • Created and managed advanced Salesforce reports and dashboards for data-driven decision-making in lead management, pipeline analysis, and content marketing optimization.
Sales ProcessesBusiness Process ImprovementSalesforce.com AdministrationSalesforce.com DevelopmentDemand GenerationSoftware as a Service (SaaS)+3

Demand Generation & Marketing Operations Manager

Sep 2019 โ€“ Jul 2020 ยท 10 mos

  • Spearheaded multi-channel Account-Based Marketing campaigns to enhance lead engagement, increase brand awareness, and boost MQLs and SQLs.
  • Developed and executed a digital marketing strategy integrating web content, email, social media, PPC, and webinars.
  • Led A/B testing and optimization across digital channels, enhancing campaign effectiveness.
  • Managed the marketing tech stack and executed a complete Pardot setup, implementing automated drip programs that led to a 214% increase in email traffic.
  • Developed and implemented a lead scoring and routing system using Pardot, Salesforce, and LeanData, streamlining lead management.
  • Actively participated in company-wide Charter committees, contributing to strategic initiatives like launching a Customer Advocacy Program and revamping the eCommerce store.
  • Established a seamless marketing-to-sales process to optimize sales team responsiveness.
  • Created advanced Salesforce reports and dashboards to monitor and improve performance across various metrics including lead and opportunity funnels, pipeline, and content marketing.
Sales ProcessesBusiness Process ImprovementSalesforce.com AdministrationSalesforce.com DevelopmentDemand GenerationSoftware as a Service (SaaS)+3

Marketing Operations Manager

Jan 2018 โ€“ Sep 2019 ยท 1 yr 8 mos

  • Developed and executed a comprehensive digital marketing strategy, encompassing web content, email campaigns, social media, PPC, and webinars.
  • Successfully completed Pardot setup, launching automated drip programs that increased email engagement and traffic by 214%.
  • Implemented a lead scoring and routing system using Pardot, Salesforce, and LeanData to optimize sales leads management.
  • Contributed to key company-wide initiatives as part of Charter committees, including launching a Customer Advocacy Program and revamping the eCommerce store.
  • Created advanced reports and dashboards in Salesforce to enhance decision-making in areas such as lead and opportunity management, pipeline analysis, persona targeting, and content marketing effectiveness.
Sales ProcessesBusiness Process ImprovementSalesforce.com AdministrationSalesforce.com DevelopmentDemand GenerationSoftware as a Service (SaaS)+3

Ion interactive

2 roles

Sales and Marketing Operations Manager

Mar 2017 โ€“ Dec 2017 ยท 9 mos ยท Boca Raton, FL

  • Marketing Responsibilities:
  • Spearheaded initiatives to increase website traffic, enhance search rankings, and improve operational efficiencies through comprehensive project management.
  • Overhauled Salesforce.com and Pardot reporting systems to provide clean, user-friendly dashboards with actionable metrics.
  • Implemented progressive profiling on web forms to optimize lead capture.
  • Managed the marketing calendar and maintained a diverse tech stack including Salesforce, Google Analytics, Mailchimp, and more.
  • Sales Responsibilities:
  • Drove enhancements in sales technology to improve deal quality, shorten sales cycles, boost revenue, and reduce costs.
  • Empowered the sales team by automating 75% of their activities, allowing more focus on active selling.
  • Created and refined an Account Based Sales process, significantly contributing to new business revenue.
  • Led the acquisition of nearly 50,000 prospects through sales intelligence tools, optimizing the outbound sales effort.
  • Implemented an automated lead scoring system and developed predictive modeling for sales forecasting and resource planning.
Sales ProcessesBusiness Process ImprovementSalesforce.com AdministrationSalesforce.com DevelopmentDemand GenerationSoftware as a Service (SaaS)+3

Sales Operations Manager

Jul 2015 โ€“ Mar 2017 ยท 1 yr 8 mos ยท Boca Raton, FL

  • I streamlined the sales process, significantly enhancing efficiency and effectiveness. I was responsible for developing, implementing, and optimizing internal processes and tools, ultimately empowering the exceptional sales performance at our Boca Raton, FL office.
  • Spearheaded the creation and optimization of sales processes and tools, significantly enhancing team efficiency and sales effectiveness.
  • Implemented and administered Salesforce.com, including workflows, automation, validation rules, and field creation, to streamline operations and boost revenue.
  • Developed and executed an Account-Based Sales strategy, refining targeting and workflows to maximize engagement with key accounts.
  • Collaborated with marketing and customer success teams to support customer lifecycle management and played a crucial role in strategic revenue forecasting.
  • Ensured data integrity, optimized lead management processes, and delivered key sales insights and training to enhance team performance.
Sales ProcessesBusiness Process ImprovementSalesforce.com AdministrationSalesforce.com DevelopmentDemand GenerationSoftware as a Service (SaaS)+3

Crm hacker

RevOps + GTM Systems Architect | Founder @ CRM Hacker

Jan 2017 โ€“ Present ยท 9 yrs 2 mos ยท Fort Lauderdale, Florida, United States ยท Hybrid

  • ๐‚๐‘๐Œ ๐‡๐š๐œ๐ค๐ž๐ซ | ๐…๐ข๐ฑ๐ข๐ง๐  ๐‚๐‘๐Œ ๐‚๐ก๐š๐จ๐ฌ & ๐”๐ง๐ฅ๐จ๐œ๐ค๐ข๐ง๐  ๐‘๐ž๐ฏ๐ž๐ง๐ฎ๐ž
  • Most companies donโ€™t realize their CRM is costing them revenueโ€”until itโ€™s too late.
  • At ๐‚๐‘๐Œ ๐‡๐š๐œ๐ค๐ž๐ซ, I help B2B SaaS and tech companies transform their CRM from a frustrating, broken system into a powerful revenue-driving engine.
  • ๐Ÿ”น ๐–๐ก๐š๐ญ ๐–๐ž ๐ƒ๐จ ๐š๐ญ ๐‚๐‘๐Œ ๐‡๐š๐œ๐ค๐ž๐ซ
  • โœ… ๐–๐ก๐š๐ญ ๐–๐ž ๐ƒ๐จ ๐š๐ญ ๐‚๐‘๐Œ ๐Ž๐ฉ๐ญ๐ข๐ฆ๐ข๐ณ๐š๐ญ๐ข๐จ๐ง & ๐’๐ญ๐ซ๐š๐ญ๐ž๐ ๐ฒ โ†’ Your CRM should work for you, not against you.
  • โœ… ๐’๐š๐ฅ๐ž๐ฌ, ๐Œ๐š๐ซ๐ค๐ž๐ญ๐ข๐ง๐  & ๐‘๐ž๐ฏ๐Ž๐ฉ๐ฌ ๐€๐ฎ๐ญ๐จ๐ฆ๐š๐ญ๐ข๐จ๐ง โ†’ Automate the right things without breaking processes.
  • โœ… ๐ƒ๐š๐ญ๐š ๐‚๐ฅ๐ž๐š๐ง๐ฎ๐ฉ & ๐–๐จ๐ซ๐ค๐Ÿ๐ฅ๐จ๐ฐ ๐…๐ข๐ฑ๐ž๐ฌ โ†’ Bad data = bad decisions. We fix it before it costs you deals.
  • โœ… ๐’๐œ๐š๐ฅ๐š๐›๐ฅ๐ž ๐‘๐ž๐ฏ๐ž๐ง๐ฎ๐ž ๐–๐จ๐ซ๐ค๐Ÿ๐ฅ๐จ๐ฐ๐ฌ โ†’ Stop the chaos. Build a CRM that scales with your team.
  • โœ… ๐‚๐‘๐Œ ๐‡๐ž๐š๐ฅ๐ญ๐ก ๐‚๐ก๐ž๐œ๐ค๐ฌ & ๐€๐ฎ๐๐ข๐ญ๐ฌ โ†’ Find & fix gaps before they kill deals.
  • ๐Ÿ”น ๐–๐ก๐จ ๐–๐ž ๐–๐จ๐ซ๐ค ๐–๐ข๐ญ๐ก
  • โœ”๏ธ ๐2๐ ๐’๐š๐š๐’ & ๐“๐ž๐œ๐ก ๐‚๐จ๐ฆ๐ฉ๐š๐ง๐ข๐ž๐ฌ
  • โœ”๏ธ ๐’๐š๐ฅ๐ž๐ฌ & ๐‘๐ž๐ฏ๐Ž๐ฉ๐ฌ ๐‹๐ž๐š๐๐ž๐ซ๐ฌ ๐ฐ๐ก๐จ ๐ง๐ž๐ž๐ ๐ฌ๐ฒ๐ฌ๐ญ๐ž๐ฆ๐ฌ ๐ญ๐ก๐š๐ญ ๐๐จ๐งโ€™๐ญ ๐›๐ซ๐ž๐š๐ค
  • โœ”๏ธ ๐…๐จ๐ฎ๐ง๐๐ž๐ซ๐ฌ & ๐†๐“๐Œ ๐“๐ž๐š๐ฆ๐ฌ ๐ฐ๐ก๐จ ๐ฐ๐š๐ง๐ญ ๐๐š๐ญ๐š ๐ญ๐ก๐ž๐ฒ ๐œ๐š๐ง ๐ญ๐ซ๐ฎ๐ฌ๐ญ
  • ๐Ÿ”น ๐Œ๐ฒ ๐‘๐จ๐ฅ๐ž ๐š๐ญ ๐‚๐‘๐Œ ๐‡๐š๐œ๐ค๐ž๐ซ
  • As Founder & Chief CRM Strategist, I work directly with companies to:
  • ๐Ÿ”น ๐€๐ฎ๐๐ข๐ญ, ๐Ÿ๐ข๐ฑ, ๐š๐ง๐ ๐จ๐ฉ๐ญ๐ข๐ฆ๐ข๐ณ๐ž CRM systems to eliminate inefficiencies
  • ๐Ÿ”น ๐ƒ๐ž๐ฌ๐ข๐ ๐ง ๐ฌ๐œ๐š๐ฅ๐š๐›๐ฅ๐ž ๐ฐ๐จ๐ซ๐ค๐Ÿ๐ฅ๐จ๐ฐ๐ฌ & ๐š๐ฎ๐ญ๐จ๐ฆ๐š๐ญ๐ข๐จ๐ง that align with GTM strategy
  • ๐Ÿ”น ๐„๐ง๐ฌ๐ฎ๐ซ๐ž ๐๐š๐ญ๐š ๐ข๐ง๐ญ๐ž๐ ๐ซ๐ข๐ญ๐ฒ & ๐ฉ๐ซ๐จ๐œ๐ž๐ฌ๐ฌ ๐š๐ฅ๐ข๐ ๐ง๐ฆ๐ž๐ง๐ญ across sales, marketing, and customer success
  • ๐Ÿ”น ๐‡๐ž๐ฅ๐ฉ ๐‘๐ž๐ฏ๐Ž๐ฉ๐ฌ ๐ญ๐ž๐š๐ฆ๐ฌ ๐ฆ๐š๐ฑ๐ข๐ฆ๐ข๐ณ๐ž ๐‚๐‘๐Œ ๐ž๐Ÿ๐Ÿ๐ข๐œ๐ข๐ž๐ง๐œ๐ฒ and unlock revenue growth
  • ๐Ÿ“ฉ ๐–๐š๐ง๐ญ ๐š ๐‚๐‘๐Œ ๐ญ๐ก๐š๐ญ ๐š๐œ๐ญ๐ฎ๐š๐ฅ๐ฅ๐ฒ ๐ฐ๐จ๐ซ๐ค๐ฌ ๐Ÿ๐จ๐ซ ๐ฒ๐จ๐ฎ?
  • DM me or book a call to chat.
Salesforce.com ConsultingSales ProcessesBusiness Process ImprovementTeamworkSalesforce.com AdministrationSalesforce.com Development+10

Ebay enterprise

Vendor Relationship Specialist

Oct 2014 โ€“ Jul 2015 ยท 9 mos ยท Boynton Beach, FL

  • Acted as the first point of contact for vendors entering the eBay enterprise Dropship Management Program.
  • Created and implemented a more efficient vendor onboarding process, saving eBay enterprise time and money.
  • Initiated and led a project to implement a new Salesforce.com CRM.
  • Upsold a variety of add-ons based on vendor need and retailer compatibility
  • Collected vendor contracts and payment information from vendors.
  • Delegated system integrations to production support reps based on availability and priority.
Sales ProcessesBusiness Process ImprovementSalesforce.com AdministrationSalesforce.com DevelopmentDemand GenerationSoftware as a Service (SaaS)+3

Jarden consumer solutions

2 roles

Assistant Manager, eCommerce

Apr 2014 โ€“ Aug 2014 ยท 4 mos ยท Boca Raton, FL

  • Hired (promoted) as a Jarden employee onto the eCommerce team. Collaborated with internal stakeholders to launch SEM, email marketing, paid search, and affiliate campaigns. Worked with finance and business teams to analyze sales plans, sku rationalization, campaigns' costs and revenues to optimize sales and achieve a greater ROI across multiple channels while staying within budget and margin targets.
  • Grew eBay Accountโ€™s annual revenue by $436,000 (100%+ growth) through new product additions, content optimization, Daily Deals and other promotional vehicles available within eBay.com.
  • Developed and managed the online promotional campaigns' products, pricing and inventory for all products in 18+ categories on all branded websites such as FoodSaver.com, Crock-pot.com, Sunbeam.com, Oster.com with expected revenue growth of $10M.
  • Used Google Analytics to understand our web visitorsโ€™ demographics, interests, and behaviors to optimize the branded websites.
  • Assisted in the migration and launch of 26 DTC websites on the Demandware platform.
  • Collaborated with internal stakeholders to improve SEO/SEM, PPC, Affiliates Network, Email Marketing, and Content Marketing.
  • Managed an intern who helped with several projects over the course of summer 2014.
Strategic ThinkingCommunication

Assistant Manager, Sales Operations (Contractor)

Mar 2013 โ€“ Apr 2014 ยท 1 yr 1 mo ยท Boca Raton, FL

  • Created and optimized product detail pages for 10 B2B accounts in multiple channels across 18 product categories for accounts including Amazon.com, ebay.com, walmart.com, target.com and more).
  • Managed Direct To Consumer websitesโ€™ product content, copywriting, digital assets, keywords/search terms, promotional campaigns, and pricing using an internal CMS and the Demandware platform
  • Provided Sales Support to all U.S. Account Managers and Field Sales Reps for 18 product categories, utilizing a Sharepoint site, Telligent community, phone and, email communications.
  • Maintained a Content Database with optimized, product-specific content (to be used by sales) such as descriptions, features, search terms, dimensions, safety certifications, warranty, etc.
  • Managed internal communications using a Sharepoint site and Telligent community in order to provide sales & marketing information to account managers and sales reps.
  • Created reports and analyzed sales data using a BI tool.
  • Assisted in the development and management of the sales/marketing tools and reports mentioned above.
Strategic ThinkingCommunication

Inbound call experts llc

Inside Sales Associate

Jan 2013 โ€“ Mar 2013 ยท 2 mos ยท Boca Raton, FL

  • Sales: Upsold and cross-sold existing clientele on relevant products and/or services based on prior purchases found within a CRM.
  • Customer Service: Ensured the customer was satisfied with software upgrades or tech support services provided.
  • Results: Reached the top 3 in sales after the 2nd week at ICE (Team size: 12+; Avg. deal size $100; ~40 deals/week).
Strategic ThinkingCommunication

Jarden consumer solutions

Intern, Sales Development & Operations (Summer Job)

May 2012 โ€“ Aug 2012 ยท 3 mos ยท Boca Raton, FL

  • Managed multiple projects focused on content optimization with the goal of reaching/exceeding the organization's divisional Digital Commerce objectives. Digital Commerce team managed the branded websites at this time.
  • Acted as liaison between marketing and sales teams in order to collect and submit product information to each respective B2B account.
  • Kicked off keyword/SEO research project on divisional branded websites (Holmesproducts.com, bionaire.com, sunbeam.com, and more) to optimize web presence and positioning.
  • Provided Sales Support to all U.S. Account Managers and Field Sales Reps for 7 product categories, using a Sharepoint site, Telligent community, telephone, and email communications.
Communication

All professional services, llc

Inside Sales Associate (Summer Job)

Jun 2011 โ€“ Aug 2011 ยท 2 mos ยท Coral Springs, FL

  • Generated leads and made sales using professional selling tactics
  • Made follow up phone calls to ensure the service had been provided adequately
  • Surpassed the top sales quota each week with the company
Communication

Ameriquest transportation services corp

Intern, B2B Market Research Analyst (Summer Job)

Jun 2009 โ€“ Sep 2009 ยท 3 mos ยท Coral Springs, FL

  • Screened two online databases (Hoovers was one) to build out an ideal customer profile.
  • Collected and analyzed data on customer demographics, preferences, needs, and buying habits to identify potential markets and factors affecting product demand.
  • Loaded data into Microsoft CRM for use in prospecting.
  • Ameriquest Corp. used the database in its efforts to generate additional sales and was successful in broadening its clientele
Communication

Education

Florida State University

B.S โ€” Marketing & Economics

Jan 2008 โ€“ Jan 2013

Florida Atlantic University

Master of Business Administration - MBA

Jan 2014 โ€“ Jan 2016

St. Thomas Aquinas High School

High School Diploma

Jan 2004 โ€“ Jan 2008

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