Jeffrey Xu
Director, Sales Operations & Strategy | GTM Operations, Forecasting, Analytics, Process Design
- Role
- Director, Sales Operations & Strategy at Envision Cold
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Jeffrey Xu
I make sure everyone’s on the same page, and the data proves it.Sales / Revenue Operations leader focused on building and scaling GTM operating rhythm across forecasting, pipeline management, reporting, process design, and executive visibility. I partner with Sales, Finance, Operations, and Systems to turn complexity into clear decisions, better accountability, and more predictable execution. My work typically sits at the intersection of strategy, systems, analytics, and operating cadence.Areas of focus: • Forecasting, pipeline inspection, MBR/QBR cadence, KPI governance • CRM/ERP process design, data governance, workflows, and automation • Analytics and reporting in Excel, Power BI, Power Query, SQL/DAX • Cross-functional execution, rep adoption, and operational accountability
Experience
Director, Sales Operations & Strategy
Apr 2025 — Present · Los Angeles, CA, US
Lead sales operations and strategy across funnel governance, reporting, CRM/process design, and GTM planning for a multi-site cold storage platform. Partner cross-functionally with commercial leadership, finance, operations, and systems to improve visibility, accountability, and execution. Build operating cadence and scalable infrastructure for performance management, executive reporting, and growth.
Education
UCLA
Bachelor of Science, Neuroscience
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