Jason Whitlock

GTM, RevOps & Sales Advisory for founder-led fintech and SaaS teams.

• Provide fractional leadership in GTM planning, revenue operations, sales process optimization, and project execution, increasing speed to first deal by 30–50% across client engagements.
• Develop RevOps architectures, including KPIs, dashboards, and CRM workflows cutting manual processes by 40% and improved pipeline forecasting accuracy by >25%.
• Spearheaded GTM playbook development and enterprise channel design enabling >6 clients to break into enterprise markets and secure 6- to 7-figure contracts.
• Orchestrated cross-functional implementation of sales tech stacks reducing lead-to-close cycle times by up to 20% through workflow optimization and enablement training.

Key Services:

GTM Strategy | RevOps Design | Tech Enablement | Sales Playbooks | Training Systems

Transformed a 30-year retail fintech into an enterprise-ready SaaS vendor. (currently fractional advisor)

• Designed and implemented new enterprise GTM strategy from zero to first revenue.
• Built a 10,000-contact pipeline and secured vendor approvals at 4 mid-market firms.
• Closed multiple enterprise deals, introduced seat-based pricing model for predictable ARR.
• Launched full RevOps framework: CRM enrichment, KPI dashboards, pipeline stages, SLA timers.
• Expanded brand exposure through fintech podcasts and directories.

Result: First-ever enterprise revenue channel established, now scaling AI-driven analytics for institutional users.

• Managed 400+ HNW clients, driving ~20% YoY portfolio growth and $50M+ in new AUM.
• Ranked top 5% in net inflows two years running via consultative sales motion.
• Designed onboarding & training program, boosting rookie productivity 35%.
• Led Salesforce Lightning rollout, cutting data-entry time by 30%.
• Built retention analytics tool that improved client retention by 25%.

• Directed $200M in AUM and led team training initiatives on wealth planning & sales techniques.
• Boosted acquisition by 20% via multichannel lead gen and strategic outreach.
• Improved team productivity by 40% through systems/process enhancements.
• Spearheaded Salesforce Sales Cloud integration, streamlining operations and client tracking.
• Achieved 95%+ client retention through high-touch engagement and personalized planning.

• Managed and grew diverse HNW portfolios by 20% in four years.
• Led mentorship and team development programs that boosted team output and retention.
• Secured 30% client base growth through lead gen strategies and high-impact communication.
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.