Jeffrey T. Furtado
Chief Operating Officer @Mortgage Automator
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WORK HISTORY
Chief Operating Officer @Mortgage Automator
Toronto, ON, CA
Reporting to CEO/Board. Drove Mortgage Automator’s growth to private-equity exit with BVP Forge by architecting and leading a multi-functional, enterprise-grade organization across (10 departments) revenue, operational, reporting, people & compliance functions. Wearing multiple hats as Chief Operating Officer, Chief Revenue Officer, Chief Marketing Officer, Chief Customer Officer. • Led due diligence across the organization successfully exiting at a nine figure value.• Designed organizational structure, SOPs, OKRs, and KPIs, delivering 300%+ efficiency & scalable growth.• Architected and executed sales strategies and GTM playbooks, shifting focus upstream to Enterprise while expanding penetration in the U.S. market. Increased YoY sales by 23%; created new pricing strategies for all customer demographics, developed calculators and algorithms for sales, and expanded revenue channels.• Built Customer Success GTM frameworks and playbooks: Increased retention, drove CLTV and reduced churn. Delivered $750K+ YoY growth in CS revenue. • Revamp onboarding processes & team structure, improving customer satisfaction 16%+.• Spearheaded SOC 2 Type II, embedding controls, frameworks, & systems that elevated compliance and risk posture.• Established Data Science (BI/BA) and reporting infrastructure to track performance, ROI, and client outcomes across all functions.• Implemented a 360° CRM ecosystem (Jira, Confluence, CRM, Intercom, and internal systems) to centralize revenue, Ops, reporting, & client management. Later spearheaded HubSpot CRM implementation to modernize and unify the organization and align client strategy.• Built & executed marketing strategies -reducing spend by $100K YoY, while increasing lead generation by 120%+, reducing CaC 42.3%• Implemented complete HR function from the ground up - policies, processes, handbooks, compliance frameworks, and organizational SOPs. Deployed HRIS system. Introduced onboarding programs and training pathways.
EDUCATION
Georgian College
Medcial, Medicine
Mohawk College
Business Administration and Management, General
B.S.I
Computer Science
ABOUT JEFFREY T. FURTADO
Successful track-record of institutionalizing growth-stage companies for profitability, IPO readiness and $100M+ exits. Expert in bridging the gap between founder-led vision and enterprise-grade maturity. Partnering with Private Equity, VC & boards to drive P&L excellence, operational leverage, and global scale.History of Enterprise AI Integration, Digital Transformation, M&A, Due Dilligence, Change Management, Revenue Strategy & Operations, GTM Execution, Pricing Strategy, CLTV & NRR Optimization.Risk & Compliance, Global Infrastructure, Board Relations, ESG.Built and mentored high-performance cultures and teams of 300+ FTEs across 20+ functional areas, including Sales, RevOps, Operations, Marketing, Client-Facing (Customer Experience, Customer Success, Onboarding, Support, Service Delivery), Data Science BI/BA, Human Resources, Finance/FP & A/Fin-Ops, IT/IS, Risk & Compliance, Engineering/Developers, Business Development, Underwriting, Product, Legal, Communications, Learning and Development, Training, Contact Centers.Strategically architected scalable infrastructure transforming chaos into predictable, profitable enterprise engines and delivered triple-digit revenue growth, managed full P&L accountability to unlock $100M+ in enterprise value.Implemented and scaled enterprise systems and enterprise software platforms across the full business and technology stack, including CRM (Salesforce, HubSpot), ERP (NetSuite, SAP), HRIS (Workday, BambooHR), subscription billing and financial platforms (Stripe, QuickBooks), customer experience and support platforms (Zendesk, Intercom), sales enablement and revenue intelligence platforms (Gong, Outreach, Salesloft), product development and engineering systems (Jira, Confluence), marketing automation platforms (SF, HubSpot, Marketo, Pardot), data and analytics platforms (Power BI, Tableau), telephony and contact center infrastructure (Five9, RC,Inin), collaboration and productivity platforms (Slack, MS Teams, Zoom, Google, MS365), and identity, security, and access management systems (Okta, Azure AD), enabling scalable operations, automation, enterprise visibility, and institutional-grade infrastructure.Led multiple organizations through the full lifecycle from scaling to acquisition/exit.Founder of DooLeeNoted and Furtado Firm.
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