Revenue Operations & Business Systems
Strategic RevOps leadership for revenue teams that need clarity.
I help founders and operators build reliable CRM systems, clean revenue data, and forecast with confidence. I specialize in Salesforce-centric architectures that scale without adding chaos.
What I focus on
- Salesforce reliability and governance
- Lead-to-cash process design
- Revenue reporting and forecasting
- Cross-functional operating rhythm
Services designed for long-term impact
I embed with your team to drive durable improvements, not quick fixes. Each engagement is scoped to align operations, systems, and leadership decision-making.
Revenue operations foundation
Audit existing processes, normalize data definitions, and establish an operating cadence across Sales, Marketing, and Finance.
Salesforce architecture & governance
Create a scalable CRM structure, implement permissions, and document data standards to keep the system healthy.
Forecasting & reporting
Build forecasting models, pipeline hygiene rituals, and executive dashboards that connect activity to revenue outcomes.
Lead-to-cash alignment
Map handoffs from acquisition to renewal, identify leakage, and align systems to support predictable revenue.
How I work
Calm, structured, and outcome-focused. I bring clarity to complex systems and help teams regain trust in their data.
Discover
Stakeholder interviews, system review, and revenue data diagnostics to identify friction points and decision gaps.
Design
Define the operating model, prioritize workflow improvements, and agree on the metrics that matter.
Deliver
Implement changes in Salesforce, roll out enablement, and provide weekly reporting visibility.
Embed
Coach operators, document processes, and ensure the system can be run internally for the long term.
Engagements that fit best
I partner with companies that are past the early scramble and ready for operational discipline.
Growth-stage SaaS
Teams with 10–80 sellers who need reliable pipeline data and forecasting hygiene.
Founder-led organizations
Leaders looking for a strategic operator to build the RevOps function without adding full-time headcount.
Salesforce clean-up
Companies with a messy CRM who need governance, data integrity, and practical reporting.
About Yonis Haidari
I am an independent Revenue Operations consultant with enterprise experience across Salesforce ecosystems, lead-to-cash design, and cross-functional revenue alignment. I work directly with leadership teams to make revenue data accurate, reporting trusted, and systems resilient.
Based in Toronto (ET) and working across North America. I value clarity, consistency, and a straightforward operating rhythm.
Core outcomes
- Forecast accuracy you can defend
- Faster sales cycles through better handoffs
- Clear KPIs for leadership visibility
- Systems that scale with revenue growth
Let’s discuss your RevOps priorities.
If you need a steady strategic partner for 3–12 months, I’d be happy to learn about your goals and share a recommended path forward.
Prefer email. Typical response within 1–2 business days.