What are the core pillars of RevOps? Does it help to increase revenue? How does it help achieve operational excellence?

Revenue Operations (RevOps) is fast becoming the most talked about role across SaaS. This rapidly growing role harmonizes the revenue growth engine by aligning marketing, sales, and customer success. At its core, RevOps is simple: it's the alignment of people and processes. It's about empowering individuals to do their best work and then coordinating those efforts in order to achieve company objectives. But is this achievable in a real-world setting? And is RevOps really the secret to sustaining revenue growth? Watch the recording to learn the importance of this rapidly growing role from leading practitioners Mackenzie Clements, RevOps Leader at Crunchbase, Daniel Kelly, Global Director of RevOps at Ardoq, and Ryan Mundy, Director of RevOps at Attest.

Gurprem Sagoo

Customer Success Operations Manager

Customer Success Operations Manager

Planhat

Gurprem is a customer success operations leader with over 10 years of experience in enterprise SaaS, spanning both frontline CS and systems strategy. At Planhat, where he has spent the past five years, he leads global CS operations—owning internal processes, tooling, and data flows to drive efficiency and revenue alignment. He previously served as a Customer Success Manager, a role for which he earnt the CSM of the Year award in 2023. Before Planhat, Gurprem spent over three years at Box, where he advanced through analyst and manager roles focused on expansion, customer ROI, and operational scale.

Mackenzie Clements

Sales & CS Engineer

Sales & CS Engineer

UserGems

Mackenzie is a strategic operator with over 8 years of experience building customer-facing systems across high-growth SaaS companies. At Crunchbase, she launched the company’s first Customer Operations function—owning tooling, analytics, and process design to scale CS impact and drive revenue expansion. Previously, she led RevOps at Uscreen and held CS and product leadership roles at Virtuagym and Griky, specializing in go-to-market execution and cross-functional enablement. A certified project manager, Mackenzie brings structured thinking and a product mindset to everything from team development to systems optimization.

Daniel Kelly

VP of Sales

VP of Sales

Ardoq

Dan is a revenue leader with over 10 years of experience driving commercial strategy and operational excellence in B2B tech. At Ardoq, he currently serves as VP of Sales, following a two-year tenure as VP of Revenue Operations and prior leadership as Global Director of RevOps. With deep expertise in building scalable sales infrastructure and aligning go-to-market teams, Dan has been instrumental in Ardoq’s international growth. He’s also a RevOps School graduate through Pavilion and brings a unique blend of frontline sales experience and cross-functional leadership to every stage of the revenue lifecycle.

Ryan Mundy

Director of Revenue Operations

Director of Revenue Operations

Attest

Ryan is Director of Revenue Operations at Attest, where he’s spent over four years scaling RevOps strategy across GTM systems, analytics, and performance. He’s held senior operations roles at OYO, KIN Partners, and Technologies Capital, supporting growth at venture-backed and multinational businesses. Ryan is also an active member of the RevOps Co-op, and brings a data-first, commercially grounded approach to operational leadership across global teams.

An abstract render of a Planhat customer profile, including timeseries data and interaction records from Jira and Salesforce.

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An abstract render of a Planhat customer profile, including timeseries data and interaction records from Jira and Salesforce.

Thought-leading customer-centric content, direct to your inbox every month.

Thought-leading customer-centric content, direct to your inbox every month.

Thought-leading customer-centric content, direct to your inbox every month.