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Sales Operations Consultant, RevOps Discipline on Retainer
Senior sales operations consultants for B2B SaaS, services, fintech, manufacturing, and PE-backed operators. CRM hygiene, forecast accuracy, pipeline discipline, lead routing, sales-tech stack rationalization, comp plan calibration. Project or retainer.
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Senior sales operations consultants for B2B SaaS, services, fintech, manufacturing, and PE-backed operators
Why teams hire a Chameleon sales operations consultant
RevOps operators, not generalist consultants
Sales operations is a discipline, not a side gig. Our consultants have built RevOps from scratch at companies scaling $5M to $50M+ ARR, run global Sales Operations Assessments at the Microsoft scale, designed compensation plans for $700M+ sales orgs, and stood up the CRM/BI infrastructure that makes the discipline reproducible. Not generalists who took the sales-ops project.
CRM rebuild, forecast cadence, pipeline discipline
Most sales-ops engagements get scoped narrowly (just CRM hygiene, or just forecast). Real sales-ops work spans CRM data model, pipeline-stage definitions, forecast cadence, lead-routing rules, comp plan math, sales-tech stack rationalization, and the operating ritual that makes the discipline stick. Our engagements cover the full surface.
Right-sized engagement model
Some companies need a 4-week CRM rebuild. Others need an ongoing retainer to keep the forecast disciplined every quarter. We scope to outcome, project-bound for narrow problems, retainer for ongoing discipline, fractional for embedded leadership across multiple sales ops workstreams.
Why hire a sales operations consultant
Most companies considering a sales operations consultant are in one of three situations: the CRM has decayed and forecast accuracy is broken; the sales team is growing fast and the operating mechanics (territories, quotas, comp) need a rebuild; or sales-tech debt is slowing the team down and a stack rationalization is overdue. All three need a sales operations consultant who has done the work, not someone who has read about it.
RevOps is upstream of every sales decision
When forecast accuracy is broken, every sales decision is downstream of bad data. Reps stuff the pipeline because the qualification gates are unclear. Managers can't coach because the metrics don't tell the truth. Leadership can't defend the number to the board. The work isn't "fix CRM", it's redesign the entire data layer the sales motion depends on. That is what a sales operations consultant rebuilds first. Our engagements treat sales ops as the operating system, not the dashboard, and every sales operations consultant on the bench works that way.
Comp design is operational, not financial
Comp plans drive behavior. Most companies treat comp as a finance exercise, get the math right, ship the plan, hope reps respond. Real comp design from a sales operations consultant starts with motion (what behavior do we want?), translates to math (what plan structure drives it?), and ends with operational discipline (what reporting cadence keeps it honest?). Our consultants design comp from the motion down, not the math up.
Audit your sales ops
Two-week diagnostic across CRM hygiene, pipeline discipline, forecast cadence, lead routing, comp plan math, and sales-tech stack. Where the ops layer is broken, what to rebuild first. Senior RevOps consultant on it from day one.
What our sales operations engagements cover
- CRM rebuild + hygiene, data model redesign, field rationalization, automation rules, pipeline-stage definitions, manager dashboards.
- Forecast cadence, weekly pipeline review, monthly forecast methodology, board-ready sales narrative, accuracy measurement.
- Pipeline discipline, qualification gates, deal-stage entry criteria, manager coaching cadence, stuck-deal triage.
- Territory and quota math, assignment models tied to motion, quota setting from bottom-up + top-down, ramp expectations.
- Comp plan design, base + variable mix, accelerators, SPIFFs, MBOs aligned to motion. Driving the right behavior, not the wrong one.
- Lead routing, round-robin vs account-based, SDR-to-AE handoff design, attribution model, SLA enforcement.
- Sales-tech stack rationalization, what to keep, what to replace, what to integrate, what to retire. ROI per tool.
- Sales-ops team build, when to hire your first sales-ops lead, what shape the team should be at the next stage, manager-to-IC ratios.
How We Compare
| Feature | Chameleon Collective | Big consulting firm | Solo sales-ops consultant |
|---|---|---|---|
| RevOps operator history (not generalist) | Default, every consultant | Often generalist BCG/MBB consultants | Yes (per consultant) |
| CRM + comp + forecast + stack, full surface | In scope by default | Variable, usually narrow | Capacity-limited |
| Senior staffing (not pyramid) | Default | Partner-led, junior delivery | Solo |
| Time to first measurable lift | 4-8 weeks | 12-20 weeks | 6-10 weeks |
Frequently asked questions
Common questions from teams evaluating sales operations consulting.
Yes, usually the first month of any engagement. CRM rebuild includes data model redesign, field rationalization, pipeline-stage definitions, manager dashboards, and automation rules. We work in your existing CRM (Salesforce, HubSpot, or otherwise) rather than swapping platforms unless the platform itself is the wrong tool.
Yes. Comp plan design is operational, not financial, we design from motion down (what behavior should the plan drive?), not from math up. Base + variable mix, accelerators, SPIFFs, MBOs aligned to motion. Comp plans get touched once the motion + territory + quota work is settled, not first.
Week one: pipeline review, CRM audit, forecast scrub, motion interviews. Weeks 2-4: CRM rebuild and forecast cadence. Weeks 4-8: comp recalibration, lead routing, stack rationalization. Most engagements ship visible operating improvement inside the first 60 days.
Most engagements run $15K-$35K per month, scoped to outcome. A focused CRM rebuild + 60-day operating cadence start runs around $25K. Multi-quarter engagements (CRM + comp + stack + team build) run 4-6 months at the upper end.
Depends on the shape. Bounded scope (CRM rebuild, comp redesign, stack rationalization) → project. Ongoing forecast and pipeline discipline → retainer. Embedded leadership across multiple workstreams → fractional. Most engagements start project-bound and convert to retainer once the discipline lands.
Yes. Our consultants are fluent across Salesforce, HubSpot, Pipedrive, and most major CRM platforms. We work in your existing platform; swapping CRMs is a separate decision we only recommend when the platform itself is the wrong tool for the company stage.
Directly. Chameleon Collective is a senior-only collective. The consultant you interview is the consultant who runs the engagement.
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Need a permanent sales-ops leader?
Our Recruit practice places senior sales-ops leaders into Head of Sales Operations, VP RevOps, Director of Sales Operations, and other executive roles.
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Get sales operations that ships
Two-week diagnostic across CRM, pipeline, forecast, comp, routing, and stack. Senior RevOps consultant on it from day one.
