About Optimax RevOps Agency

We don't just advise on revenue.
We've built it.

Decades of operating experience across sales org design, revenue operations, and go-to-market execution — brought together under one roof and one proprietary framework.

Our Mission

Built for operators.
Measured by revenue.

Most B2B companies scaling past $30M ARR hit the same wall: a revenue system that worked at $5M starts breaking at $50M. Processes that were informal become liabilities. Tech stacks grow without architecture. Forecasting becomes guesswork.

At Optimax RevOps Agency, we exist to solve that problem — not with a slide deck, but with an embedded team that builds, runs, and continuously improves full revenue operating system alongside yours.

"Optimax is the rockstar foundation of any high performance marketing org. They are the first hire any CMO makes. Brilliant sales and marketing operations leaders. Analytics and financial management experts. Unflappable. I've hired them twice and counting."

Van Diamandakis — CHIEF COMMERCIAL OFFICER, VYOND

What We Stand For

The principles behind every engagement.

Integrity

We do the right thing.

For every client and every project, we make the difficult choice rooted in honesty — even when it means telling you something you don't want to hear. That's how trust is built over multi-year partnerships.

Candor

We speak plainly.

Open, direct communication. We take responsibility for our work, share findings without spin, and give you a clear picture of what's broken and why — not a polished summary that buries the real issues.

Innovation

We challenge the default.

We don't implement the same playbook for every client. Creative thinking, new approaches, challenged paradigms — solutions built for your specific revenue motion, not retrofitted from a template.

Passion

We care deeply about outcomes.

Revenue operations is not a checklist exercise. We bring genuine passion to every engagement — a drive to learn, create, and push the boundaries of what a well-run revenue system can produce for your business.

Perseverance

We stay in the engine room.

Complex revenue transformations hit obstacles. We stay focused, resilient, and disciplined through all of it — delivering the outcome we committed to, not the easy version that fits a tight timeline.

Partnership

We don't hand off and disappear.

Every engagement includes ongoing optimization, analytics, and strategic support. What we build, we stand behind — and we stay to make sure it keeps working as you scale.

What Makes Us Different

Three things no competitor in our tier can match.

01

Strategic Partners, Not Tacticians

We're seasoned Revenue Operations executives who have built and led ops teams across multiple organizations. You get a strategic business partner who brings best practices and avoids the pitfalls that more tactical agencies simply can't see from where they sit.

02

Operators With 10+ Years Each

Every Optimax team member has over 10 years of experience across technology, sales, marketing, and operations domains. Fewer resources on your project, lower overhead, faster results — without sacrificing senior judgment at any stage.

03

Best-in-Class Analytics Depth

We have decades of industry-leading BI expertise. Board-ready analytics — not Excel sheets or CRM dashboards nobody trusts. Pipeline attribution, forecast accuracy, and revenue contribution built to executive standards.

VP of Sales & Creator of DRIVE

Phillip Strickland-Paul

Revenue Transformation Architect — Enterprise GTM

Phillip leads the enterprise go-to-market motion at Optimax RevOps Agency and is the architect of the DRIVE Revenue Engine™ — a proprietary five-phase transformation framework built specifically for growth-stage B2B SaaS and Fintech companies whose revenue engine needs to be rebuilt, accelerated, or scaled.

With a consultative, relationship-first approach and deep fluency across complex enterprise sales cycles, Phillip connects every layer of a client's revenue system — from sales org design and methodology selection to RevOps infrastructure, GTM motion design, and full-funnel analytics. He is fluent across the full spectrum of enterprise sales methodologies — MEDDPICC, Challenger Sale, Command the Message, GAP Selling, Sandler, SPIN, and more — and selects, implements, and reinforces the right framework for each client's specific motion. He is the strategic layer that sits between what a revenue transformation needs to be and how it gets built, activated, and run.

Before joining Optimax, Phillip built his career at the intersection of enterprise sales and revenue strategy — developing a track record of opening new markets, building partner channels, and architecting outbound motions that produce consistent pipeline at scale. He brings the same rigor to every client engagement that he applies to Optimax's own upmarket growth.

DRIVE Framework™ — Creator

Enterprise GTM

Sales Org Design

MEDDPICC

B2B SaaS & Fintech

Partner Channels

The Team

Expertise you can trust.
Experience you can see.

Founder & CEO

Dr. David Avery

PhD, MBA — Revenue Operations & Business Intelligence

David is the founder of Optimax RevOps Agency and one of the most credentialed revenue operations leaders in the industry. He led the Business Intelligence team at Qlik — a global leader in BI and data analytics — for 9 years, building one of the most sophisticated analytics practices in the sector before channeling that expertise into building revenue operations systems for B2B growth companies.

David has built Revenue Operations functions from the ground up at multiple organizations: designing integrated technology stacks, streamlining full-funnel lead and pipeline processes, and delivering board-ready analytics that give leadership teams real confidence in their numbers. His clients have gone from marketing guesswork and pipeline frustration to operating with a consistent, data-driven revenue system that compounds over time.

He holds a Bachelor's degree in Management Information Systems, an MBA, a Master's degree in Accounting, and a PhD in Business Leadership — a combination that makes him uniquely positioned to hold both the operational and strategic dimensions of a revenue transformation simultaneously.

PhD — Business Leadership

MS — Accounting

MBA

BS — MIS

9 Yrs at Qlik

BI & Analytics

RevOps Architecture

Partner Channels

Ready to talk about your revenue engine?

Book a direct strategy call. No SDR handoff, no discovery form — a real conversation about where your revenue system is and what it would take to transform it.