Strategic Operations • Growth & Partnerships

I build what high-growth companies need to scale.

Strategic operations leader who drops into ambiguous, high-stakes environments and builds the infrastructure — systems, processes, partnerships, and cross-functional alignment — that lets the business actually grow. No playbook handed to me. I write them.

Strategy through execution.
I don't just recommend what to do. I build it, ship it, and drive adoption across every function it touches. Strategy without execution is a slide deck. I deliver outcomes.
Most comfortable in ambiguity.
I thrive where the playbook doesn't exist yet. Undefined scope, competing priorities, no precedent. That's where I do my best work — figuring out what matters most and making it happen.
Alignment without authority.
I drive change across sales, ops, finance, and field teams without positional authority. Cross-functional influence at speed is the harder skill. It's the one I've built my career on.
I walk into problems nobody's scoped yet.

I'm Stephen Brown. Based in Denver. I report directly to the CEO at MHD, a nationwide occupational health company — capital-intensive, multi-site, field operations across the country. I came in to fix a failing CRM implementation. Within months, I was the sole operational strategist for the entire business.

That means I own the revenue operations architecture, the financial analysis that informs strategic decisions, vendor and technology partnerships across five platforms, and the cross-functional coordination that keeps field ops, sales, finance, and the executive team aligned. I built every system and process the company runs on — from scratch, with no predecessor and no team.

Before MHD, I coordinated international logistics at Total Quality Logistics — managing 25 to 50 concurrent shipments weekly across air, ocean, and customs with full margin accountability. Before that, I rebuilt a collapsed scheduling operation at a national construction company after the regional VP recruited me back specifically to fix it.

The thread through all of it: I get dropped into environments where nothing is documented, nothing is defined, and everything is moving fast. I figure out what matters most, build the infrastructure to support it, and get the people around me to actually use it. The technical ability is the force multiplier. The real skill is the strategic judgment and cross-functional influence that makes it land.

That's the actual job. Not the systems. The decisions.

What I'm driving in 2026.
Strategic Analysis
Revenue Root Cause & Go-to-Market Shift
Ran a full revenue analysis that found a 31% rebook/renewal collapse as the real driver behind revenue decline. Everyone assumed it was a sales problem. It wasn't. Three executive deliverables later, leadership changed the 2026 strategy based on the data.
Growth Operations
Pricing & Margin Architecture
Built an AI-powered pricing engine that replaced the entire manual deal-pricing process — codifying tribal knowledge, enforcing margin floors, and giving leadership real-time visibility into profitability by service line, client, and region. 100% adoption day one.
Partnership Coordination
Vendor & Integration Ecosystem
Managing the full lifecycle of 7+ vendor and technology partnerships — evaluation, negotiation, onboarding, integration, and performance management. Built the connective tissue between external partners and internal operations across the entire business.
Cross-Functional Leadership
Operational Playbook & Knowledge System
Building a company-wide playbook system to document processes, decision frameworks, and institutional knowledge across every function. Because a business that depends on one person knowing everything is a business with a single point of failure.
Decisions and outcomes.
01
The Foundation
I rebuilt the operating infrastructure of an entire company.
Evaluated the existing platform, made the case to leadership to migrate, and executed the full transition — 25,000+ records, zero business disruption, and a new operational backbone that connects every function in the business. The strategic decision mattered more than the technical work.
Why It Mattered

The Salesforce setup didn't match how the business actually worked. Adoption was low, the data was unreliable, and the spend wasn't justified. For a company sending safety responders to job sites across the country, the CRM is supposed to be the backbone of everything. It wasn't. Nobody trusted the data, so nobody used the system.

What I Did

Migrated 25,000+ records from Salesforce to HubSpot. Not a copy-paste job. The two platforms have completely different data models, so every object and relationship had to be remapped. Then I built the architecture: 6 custom objects with association labels, 200+ workflows including custom JavaScript for batch API calls and bidirectional data sync, and integrations across PandaDoc, QuickBooks, Outlook, Google Workspace, Ramp, and n8n.

The hardest part wasn't building it. It was getting a whole company to switch how they work and trust a brand new system enough to depend on it. That happened because the system was better, not because anyone was told to use it.

What Changed
  • Quote-to-schedule went from days to under an hour
  • $7M+ revenue pipeline fully automated through one portal
  • Leadership got real-time visibility into operations for the first time
  • Zero business disruption during the migration
02
The Pricing Problem
I turned tribal knowledge into a scalable pricing strategy.
Everything you needed to price a deal lived in one person's head — margin targets, travel logic, service-specific rules. That's a single point of failure, not a strategy. I built a system that codified the judgment, enforced margin discipline, and gave leadership visibility into profitability for the first time. 100% adoption on day one.
Why It Mattered

Pricing a deal meant calculating margin targets by deal type, factoring in travel costs based on where the nearest tech was, checking airfare when driving wasn't realistic, and remembering a bunch of service-specific rules that only one person fully understood. That's not a process. That's a single point of failure. It doesn't scale, and it falls apart during a vacation.

What I Did

Built Matrix as a CRM-embedded app with Next.js and TypeScript. It pulls deal data straight from HubSpot, calculates travel via Google Distance Matrix, checks real-time airfare through the Duffel API, enforces margin floors by deal type, and runs the full context through Anthropic's Claude API for pricing reasoning.

Every rule, every exception, every judgment call is now in the system. One click, fully calculated sale price. The person who used to carry all that knowledge in their head? They adopted it first.

What Changed
  • 100% adoption on day one. No training, no pushback.
  • Manual pricing calculations gone entirely
  • Tribal knowledge turned into an auditable system
  • AI reasoning on margin optimization for every deal
03
The Strategy Shift
I changed the company's go-to-market strategy with data.
Revenue was down 22% and leadership assumed it was a sales problem. I ran the analysis: it was a 31% collapse in rebooking. I identified competitive gaps nobody had surfaced, built a strategic response framework, and delivered three executive reports that reshaped the 2026 plan.
Why It Mattered

Revenue was down about 22% year-over-year and the instinct was to push harder on new business. But nobody had actually sat down with the data and figured out what was going wrong. Without a real diagnosis, everything they tried was a guess.

What I Did

Segmented revenue by deal type, pipeline stage, and customer lifecycle. The data told a clear story: the decline came from a 31% collapse in rebook and renewal revenue, not new business. I also dug into 709 closed-lost deals and found that price was the top reason we were losing, and that not a single lost deal had ever made it to the Scheduled stage.

I found competitive pressure from full-lifecycle compliance providers and showed that MHD couldn't justify its pricing without broadening the service model. Put together a root cause analysis, a strategic response framework, and an initiatives roadmap. All three went to leadership and changed the plan.

What Changed
  • Reframed the problem from acquisition to retention
  • Competitive gaps came to the surface that nobody had been talking about
  • Three executive deliverables directly shaped the go-to-market strategy
  • Gut-feel planning replaced with actual data
04
The Multiplier
I brought AI into operations before anyone asked.
Saw the opportunity, made the case, built the infrastructure, and then wrote the playbook that taught every non-technical team in the company how to actually use AI in their day-to-day. Initiative ownership from concept through company-wide adoption.
Why It Mattered

AI was going to change how small ops teams work. I didn't wait for someone to ask me to figure it out. The company had no way to connect the CRM to AI models, no rules around how to use them, and no guidance for teams who could benefit the most but didn't know where to start.

What I Did

Built a production integration: HubSpot workflows trigger n8n orchestration, which routes context to Anthropic's Claude API for things like proposal personalization, data enrichment, and smart routing. This is part of a bigger architecture I designed called Sentinel, a two-layer system with Claude and MCP for on-demand queries and n8n for event-driven automation across the full stack.

Then I wrote an AI usage playbook and rolled it out to scheduling, finance, and leadership. Prompt engineering basics, use cases by department, guardrails. The point was to make AI something everyone could pick up, not just the person who wired the integrations.

What Changed
  • Production AI integration between HubSpot and Claude API
  • Proposal personalization running off deal stage changes
  • AI playbook adopted across non-technical teams
  • Architecture in place to scale AI-powered operations going forward
05
The Mirror
I showed leadership where the company was hurting itself.
Internal disruptions were getting tracked inconsistently with no way to see patterns. I built a structured process, analyzed 448 tickets, and proved that 40–50% of service disruptions were self-inflicted. That data changed where leadership decided to invest.
Why It Mattered

Internal issues got tracked however whoever was handling them felt like tracking them that day. No structure, no categories, no way to see patterns. The assumption was always that disruptions were field problems. Nobody had the numbers to say otherwise.

What I Did

Built a governed pipeline: Intake, Customer Outreach, Update Scheduling and Field Ops, Update Invoice and Records, Closed, Returned to Sales. Automated the stage transitions, owner reassignment, task creation, and notifications. Tagged every ticket by root cause.

Then I analyzed 448 tickets and found that 40 to 50 percent of service disruptions traced back to internal ops issues, not the field. That was the first time anyone at the company had hard numbers showing where it was hurting itself.

What Changed
  • Structured pipeline replaced scattered tracking
  • Root cause data proved about half the disruptions were internal
  • Leadership could see recurring failures for the first time
  • Process improvements got targeted instead of guessed at

Want the full picture?

Download My Resume
Let's talk.

Always happy to connect. Whether it's about a role, a partnership, or just comparing notes on what it takes to build the infrastructure high-growth companies run on.