Steve Spoerl

About Steve Spoerl

I build revenue operating systems — the CRM architecture, automation infrastructure, financial reporting, and communication systems that let companies scale revenue without scaling headcount at the same rate.Over 20 years across fintech, logistics, SaaS, and ecommerce, I have designed and operated the GTM infrastructure behind multi-year revenue growth exceeding 4x, with teams that stayed flat while output compounded. The systems I build — 300+ automated workflows, 550+ dashboards, 200+ financial KPIs, 81 bi-directional integrations — replace manual processes with operational leverage and give leadership real-time visibility into revenue, margin, cost, and risk.My work spans the full revenue lifecycle: CRM architecture and integration, AI-enabled VoIP and communications, sales process engineering, offshore workforce design, and executive reporting frameworks. I have taken organizations from fragmented, manual operations to fully integrated revenue engines — including transformations where support answer rates went from under 30% to over 95%, outbound coverage went to 100% automation, and stateside labor costs dropped by more than half through structured offshoring.I lead cross-functional teams across the US, India, and Colombia. I have stepped into expanded authority multiple times — absorbing sales leadership, technology decisions, and operational strategy when organizations needed it.Technical depth: HubSpot (expert-level), Salesforce, Zapier, Skyvia, Dialpad, Front, ChatGPT, Claude, Replit, and 20+ integrated platforms across CRM, VoIP, automation, and financial r••••••••@gmail.com

Experience

1. Director of Customer Success & Gtm Systems

   Haulpay

   Sep 2023 — Present · Long Beach, CA, US

   Own the complete revenue operations infrastructure across Sales, Operations, Underwriting, and post-sale functions. Architect and operate the systems, automation, and reporting framework that supports multi-year compounding revenue growth with flat headcount.Built and maintain 300+ automated workflows, 550+ real-time dashboards, and 200+ financial KPIs in HubSpot, supported by 81 bi-directional system integrations that eliminated duplicate data entry and improved data accuracy by 90%.Led enterprise VoIP transformation, replacing legacy PBX with AI-assisted routing (Dialpad) and live performance dashboards. Took support answer rates from under 30% to over 95% and reduced repeat call volume by 70%.Automated 100% of outbound lead and carrier outreach, restructured offshore labor to reduce stateside costs by more than 50%, and doubled outbound volume — zero additional headcount.Assumed expanded cross-functional authority after executive departures in Sales and Development, co-leading sales process design, technology investment decisions, and operational strategy.Rebuilt and retrained the team after simultaneously losing three senior members. Restored and exceeded prior output and efficiency levels within one quarter.Lead a global team of 11 across the US, India, and Colombia with direct ownership of CRM architecture, automation infrastructure, reporting frameworks, VoIP systems, and offshore operations.

Education

• Lewis University

  Bachelor's degree