Strategic Revenue Operations for B2B companies.

Revenue Operations Services Built for Growth

Whether you're struggling with lead handoffs, bloated GTM tech stacks, or siloed data, Helix provides the services to architect, fix, and scale your revenue engine. Our team brings deep expertise across RevOps, MOPs, and SalesOps to design systems that accelerate pipeline and deliver measurable business outcomes.

We offer flexible delivery models—from strategic projects to fractional operational support.

Fractional RevOps Leadership

RevOps strategy and execution—without the full-time headcount.
Embed Helix into your team to lead revenue systems, align cross-functional GTM efforts, and guide long-term operational maturity. Ideal for post-Series A/B companies building ops from the ground up.
→ Includes: team alignment, system roadmap, KPI modeling, process design

GTM System Architecture & Integration

Design and connect the tools behind marketing, sales, and CS.
We streamline your stack, map system dependencies, and integrate data flows across Salesforce, MAPs, and BI tools to ensure a single source of truth.
→ Includes: martech audits, data flow mapping, Syncari/iPaaS implementation

Lead Management & Routing Optimization

Make sure the right leads get to the right reps—every time.
We design custom logic for routing, scoring, and fallback handling that reduces lead leakage and improves speed-to-contact.
→ Includes: Salesforce/LeanData configuration, territory modeling, handoff audits

Revenue Reporting & Lifecycle Dashboards

See what’s working—and what’s not—in your funnel.
We build reporting that ties back to each stage of the customer lifecycle, enabling attribution, SLA tracking, and board-ready visibility.
→ Includes: funnel definitions, BI/dashboard design, campaign ROI tracking

Data Compliance & Governance

Operationalize privacy, consent, and communication policies.
We help you stay audit-ready by mapping all outbound systems, aligning preference centers, and standardizing customer data rules across platforms.
→ Includes: GDPR/CCPA/CAN-SPAM compliance, architecture review, risk mitigation

Marketing & Sales Operations Support

On-demand execution for marketing ops and sales tech.
Need help managing Marketo? Rebuilding a campaign attribution model? Cleaning a CRM? Our ops experts are here to support your team.
→ Includes: platform admin (Marketo/SFDC), data QA, campaign ops, documentation

RevOps Expertise You Can Build On

At Helix, we bring together decades of hands-on experience across marketing ops, sales ops, and revenue operations—supporting B2B companies as they scale from early growth to enterprise readiness.

We’ve architected RevOps systems for high-growth startups, global tech firms, and everything in between. From data strategy to systems integration, our team knows what it takes to operationalize growth and deliver measurable results.

We’ve helped teams:

  • Reduce lead response times by 70%

  • Unify customer data across 7+ platforms

  • Eliminate revenue leakage from poor routing and attribution

  • Build RevOps infrastructure that scales with the business

Whatever your stage or stack, we’ve likely seen—and solved—it.

Ryan Vong
Founder & Principal Consultant, Helix CXM

Ryan Vong is a seasoned RevOps strategist and B2B growth advisor with over two decades of experience helping companies turn operational complexity into revenue clarity. As the founder of Digital Pi—acquired by Merkle/Dentsu in 2020—Ryan has led hundreds of high-impact marketing automation, data operations, and go-to-market initiatives for some of the world’s most innovative brands.

At Helix CXM, Ryan partners with GTM teams to architect scalable revenue systems, unify fragmented data, and fix what breaks between sales, marketing, and customer success. He’s particularly passionate about aligning people, process, and platforms to accelerate lead-to-revenue performance.

Peter Liske
Revenue Systems Architect, Helix CXM

Peter Liske is a data-driven RevOps technologist with deep expertise in CRM architecture, lead management automation, and cross-platform integrations. With over a decade of experience supporting B2B marketing and sales operations, Peter specializes in building scalable systems that turn fragmented tools into unified revenue infrastructure.

At Helix CXM, Peter leads complex implementations and custom data solutions across Salesforce, Marketo, HubSpot, and Syncari—ensuring clean, actionable data flows that support fast, efficient go-to-market execution. He thrives at the intersection of strategy and system design, bridging gaps between GTM teams and the tools they rely on.

Bob Ray, Founding Board Member and Strategic Advisor

Bob is a strategic advisor and board member to professional services and software companies in the marketing industry. Bob advises HELIX on growth and go-to-market strategies.

For the last three decades, Bob has worked in the marketing agency and technology marketing sectors managing global teams through strat-up to enterprise scaled businesses. He was most recently CEO of Merkle B2B and sat on the board of Stein IAS. In his career, he has worked with some of the most famous brands in the world including AWS, Oracle, Cisco, JP Morgan, and GE.

Ready to Fix the Gaps in Your Revenue Engine?

Whether you're scaling fast or cleaning up years of operational debt, we help B2B teams untangle complexity and build revenue systems that actually work.

From lead management to data unification to full-stack RevOps design—Helix brings the strategy, execution, and ongoing support to accelerate growth with clarity and control.

Let’s talk about what’s holding your revenue back—and how we can help fix it.