Revenue Operations โ€ข GTM Strategy โ€ข OEM Partnerships

Jeffrey Schmitz

Fractional RevOps, GTM & OEM Strategy Advisor

Helping B2B technology companies build scalable revenue engines through CRM optimization, revenue operations, automation, OEM partnerships, executive reporting, and go-to-market strategy. Combining executive sales leadership, engineering expertise, and hands-on CRM administration to improve pipeline visibility, forecasting accuracy, partner performance, and revenue execution.

$2.5M+ Revenue Growth at PwC
$9M Monthly Run Rate at Dell
80% Company RMR Generated
$2B Market Opened for PwC

Fractional RevOps & GTM Consulting Services

Helping B2B technology companies improve pipeline visibility, CRM adoption, GTM execution, and strategic account performance.

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Revenue Operations

Designing and optimizing revenue systems that improve visibility, forecasting, pipeline management, and executive decision making.

  • HubSpot administration
  • CRM implementation & consolidation
  • Pipeline design & executive dashboards
  • Sales process automation
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GTM Strategy

Helping technology companies identify target markets, define ideal customer profiles, and execute scalable go-to-market programs.

  • ICP development & market segmentation
  • Account-based marketing
  • Channel strategy
  • Growth planning & operating cadence
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OEM & Strategic Partnerships

Building partner ecosystems and OEM relationships that accelerate market access and long-term growth.

  • OEM account strategy
  • Alliance development
  • Partner programs & co-selling motions
  • Strategic account planning

Proven Results

Strategic initiatives that delivered measurable business impact for leading organizations.

Evolon Technology - RMR Growth

Directed sales operations and partnerships, securing the company's first two Recurring Monthly Revenue (RMR) clients and generating over 80% of company's total RMR.

PwC Austin - Revenue Acceleration

Grew PwC's Austin office Advisory, Tax and Audit service revenue from $350K to over $2.5M, establishing the office as a key revenue center.

State of Texas DIR Partnership

Led PwC's engagement with the State of Texas Department of Information Resources (DIR), securing addition to the DIR's approved vendor list and opening a $2B IT services market.

AgTech CRM Implementation

Assembled a team of regional and territory managers while driving adoption and successful implementation of the company's first CRM solution (Microsoft Dynamics).

Dell OEM Storage Business

Established and grew an OEM Storage business with Dell, achieving $9 million in monthly run rate within 18 months through strategic partnership development.

HubSpot Revenue Operations Transformation

Led CRM consolidation and HubSpot implementation initiatives, integrating multiple databases, automating workflows, developing executive reporting, and improving pipeline visibility across the organization.

Multiple CRM Implementations

Successfully led evaluation, selection, and implementation of enterprise CRM solutions including Salesforce, HubSpot, Microsoft Dynamics, and ZenDesk across multiple organizations.

Community Leadership

Committed to making a positive impact by contributing to the entrepreneurial community in Austin.

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Austin Technology Incubator

Active volunteer mentor for early-stage startups, helping entrepreneurs navigate growth challenges and strategic decisions.

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First Tee of Greater Austin

Board member and volunteer caddie, supporting youth development through golf and life skills programs.

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University of Wisconsin

Advisory Board Member for Electrical and Computer Engineering, BS Electrical Engineering (Dean's List).

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Professional Certifications

Certified Scrum Product Ownerยฎ (CSPOยฎ), HubSpot Sales Professional Certification

Let's Work Together

Need help improving CRM adoption, pipeline visibility, revenue operations, OEM strategy, or go-to-market execution? Let's discuss how I can help.

Contact Information

Based in Austin, Texas and available for consulting, advisory, and fractional leadership engagements nationwide. Use the form to schedule a conversation.