Karen Ebert

About Karen Ebert

I lead Revenue Operations and Analytics strategy at the intersection of Sales, Marketing, and Finance—designing the systems, structures, and insights that support scalable growth. My focus is on aligning territory design, compensation strategy, sales process, marketing performance, and revenue reporting to measurable business outcomes.I serve as a strategic partner to executive leadership, translating complex data into clear, actionable decisions around forecasting, incentive design, pipeline health, and revenue planning. By combining analytics with process improvement and system governance, I improve visibility, accountability, and operational efficiency across the revenue engine.My experience spans Revenue Analytics, Sales & Marketing Data, Territory & Compensation Design, Forecasting, CRM Architecture, Business Intelligence, Data Governance, KPI Development, Customer & Performance Analysis, Attribution & Campaign Measurement, and Revenue Process Optimization. I bring strong technical capability across Power BI, Tableau, Excel, SQL, and Python, paired with a practical approach to embedding insights into scalable processes and systems.

Experience

1. Revenue Analytics & Operations

   Enavate

   Jan 2025 — Present

   Lead Revenue Operations strategy across Sales and Marketing for a multi-entity SaaS and services organization. Own revenue data architecture, analytics, compensation design, sales structure and territory strategy, CRM governance, and marketing automation to drive scalable growth, forecast accuracy, and operational efficiency. Partner with Executive Leadership to align systems, incentives, team structure, processes, and reporting with revenue objectives.Revenue Analytics & Data Architecture• Architected and deployed a unified Sales & Marketing semantic model in Power BI integrating Dynamics 365 CRM, HubSpot, financial, quota, and product revenue data.• Established a governed enterprise source of truth for bookings, renewals, pipeline, marketing attribution, and seller attainment.• Developed role-based dashboards for sellers and leadership, delivering real-time visibility into pipeline health, attainment, renewal forecasting, and marketing contribution.• Reduced manual reporting dependencies and improved trust in performance metrics through standardized definitions and governed data models.Sales Operations & Compensation Strategy• Led redesign of FY26 Sales Compensation Plan, introducing performance thresholds, renewal timing alignment, rollover treatment, and financial impact modeling.• Operationalized a structured Deal Desk process to improve late-stage deal strategy, cross-functional alignment, and win probability.• Own and govern data integrations between HubSpot and Dynamics 365 CRM to ensure system alignment and reporting integrity.Process Analysis, Documentation & Efficiency• Conduct ongoing analysis of revenue workflows to identify inefficiencies, redundant manual work, and breakdowns in system ownership.• Automate reporting, attribution logic, and CRM workflows to reduce manual intervention and improve scalability.• Established CRM Field Dictionary and formal change governance framework to improve data consistency and system accountability.

Education

• Villanova University

  Master’s Degree, Analytics

• University of Florida

  Bachelor's degree, Finance

Skills

• Sql
• Management
• Cross-Functional Team Leadership
• Analysis
• Competitive Intelligence
• Financial Analysis
• Marketing Strategy
• Marketing Analytics
• Leadership
• Financial Modeling
• Vendor Management
• Crm
• Microsoft Excel
• Variance Analysis
• Promotional Analysis
• Project Management
• Strategy
• Marketing
• Budgets
• Ad Hoc Reporting
• Pricing Analysis
• Forecasting
• Financial Reporting
• Auditing
• Financial Accounting
• Process Improvement
• Competitive Analysis