where strategy meets execution
Dan Green
Dan Green is a Revenue Operations and GTM transformation executive who builds the systems, processes, analytics, and operating discipline companies need to grow predictably.
He aligns sales, marketing, customer success, operations, finance, and technology across the complete customer lifecycle—from demand generation and lead management th
Dan Green is a Revenue Operations and GTM transformation executive who builds the systems, processes, analytics, and operating discipline companies need to grow predictably.
He aligns sales, marketing, customer success, operations, finance, and technology across the complete customer lifecycle—from demand generation and lead management through conversion, onboarding, retention, renewal, and expansion.
Dan combines executive strategy with hands-on execution. His expertise includes CRM architecture, pipeline and forecasting governance, workflow automation, revenue analytics, KPI development, executive dashboards, sales enablement, and customer lifecycle optimization.
He has implemented enterprise revenue platforms using HubSpot and Salesforce and integrated them with marketing, financial, operational, and customer data systems.
His track record includes helping a multi-location healthcare company grow from approximately $9 million to $25 million in revenue, increasing digital lead volume 13 times at a Fortune 1000 company, preserving $33 million in annual customer revenue, and building a startup to $15 million before acquisition.
Dan’s experience across healthcare, SaaS, fintech, payments, publishing, eCommerce, and multi-location businesses enables him to identify revenue constraints, translate data into action, and build scalable operating systems that produce measurable financial results.
Outcome Based Innovation
Revenue Operations creates the strategy, infrastructure, and operating discipline required to produce predictable, scalable growth. It aligns sales, marketing, customer success, finance, operations, data, and technology around a shared revenue model and a consistent set of performance expectations.
Dan designs and implements end-to-end re
Revenue Operations creates the strategy, infrastructure, and operating discipline required to produce predictable, scalable growth. It aligns sales, marketing, customer success, finance, operations, data, and technology around a shared revenue model and a consistent set of performance expectations.
Dan designs and implements end-to-end revenue operating systems that connect demand generation, lead management, pipeline progression, forecasting, conversion, onboarding, retention, renewal, and expansion. His approach combines CRM architecture, process design, workflow automation, data governance, sales enablement, and performance management to improve visibility and execution across the complete customer lifecycle.
Using platforms such as HubSpot and Salesforce, Dan creates integrated revenue infrastructures that provide teams with clear workflows and leadership with reliable forecasts, executive dashboards, and actionable KPIs.
He establishes the operating cadence and accountability required to turn fragmented activity into coordinated execution.
The result is a more connected revenue engine—one that improves conversion, strengthens customer retention, increases forecasting confidence, and gives executive teams the insight needed to make better growth and investment decisions.