About Us

Founder & CEO
 

Steele has 10+ years of experience in Revenue Operations. He has lead rev ops teams through acquisitions at two companies, managed rev ops teams on three continents, and was named top 5 Sales Ops leader in the country in 2020 by Bravado. After studying computer science in college and spending his early career in Sales Leadership, he has developed a passion for the Revenue Operations business function.

Steele is certified in Salesforce, Lead Docket, Outlaw, Zapier, and Five9. He has created and managed integrations with Salesforce, Hubspot, Intercom, Zen Desk, Slack, Ring Central, Five9, Zoho, Outlaw, Filevine, and many more. 

In his spare time, Steele enjoys researching new technologies, golfing, and spending time with his wife and dog.

CTO

Jason has 20+ years of experience in business and revenue operations; evaluating, configuring, and developing business systems with an emphasis on system integrations and process automations. He is a skilled problem solver and practiced troubleshooter.

Jason holds many platform certifications with systems such as Salesforce, Five9, Zapier, Outlaw, Lead Docket, Oracle Service Cloud, and many others. He has almost a decade worth of experience working directly with Salesforce as a consultant, administrator, developer, and Architect. He also has considerable experience with Oracle Service Cloud (RightNow CX), HubSpot, Five9, InContact, Velocify and many home-grown systems.

In addition to his extensive implementation experience he is proficient with many coding languages including C#, Java, JavaScript, MySQL, C++, Apex, SOQL, Visualforce, and Visual Basic. He has implemented hundreds of CRM, Dialer, and database solutions with Sales and Service focused companies.

Jason is an Army Veteran and holds a Bachelor degree in Business and Marketing. In his spare time, he enjoys hiking, fishing, camping, and exploring nature with his wife and three children.

Advisor