Shahmeer Khan
GTM automation & marketing operations

I build the systems that outbound runs on.

Segmentation logic, CRM hygiene, follow-up sequences and the reporting that tells sales where to spend Monday morning. Currently doing this in HubSpot for a fintech software company that sells to hedge funds and asset managers.

Based inAustin, TX
CRM managed6,000+ contacts
CertifiedHubSpot ×2
EducationEmory Goizueta BBA ’26
Live demo

Email performance dashboard

At work I built a self-refreshing dashboard that pulls campaign data from HubSpot through its API and replaced a manual report for the weekly sales meeting. This is a rebuild of the same idea running on made-up numbers, so you can click around it.

Outbound sequences · last 8 weeks
Sample data
Open rateReply rate
StepSentOpenedClickedRepliedReply %

Recipients who click or reply move to a warm track and get routed to a sales rep; the rest continue on the passive track.

Case studies

Selected work

Details are generalized to keep employer and client data private.

HubSpotSegmentationOutbound strategy

A four-segment outbound framework, built into the CRM

Problem
Outbound went to one broad list, so every firm got the same message whether it was launching a new fund or locked into a competitor.
Built
Four segments with their own reason to reach out: new fund launches, operationally complex firms, firms on competing platforms, and expansion within existing clients. I turned each one into HubSpot active lists and property filters so they update on their own.
Outcome
Campaigns now start from a segment instead of a spreadsheet, and the same lists feed reporting.
DocumentationEnablementHandoff

The operating guide that let an offshore team take over

Problem
Campaign execution was moving to an outsourced team in India, and everything they needed to know lived in one person's head.
Built
A HubSpot operating guide covering segmentation logic, step-by-step list builds, quirks of our portal, who owns which data between sales and marketing, weekly reporting, plan limits and a ranked list of blockers. I used it to run their onboarding.
Outcome
The team took over day-to-day execution, and I moved from running campaigns to owning the system behind them.
Data qualityCRM audit

Cleaning a CRM after a purchased list

Problem
A third-party contact list had to be merged into the CRM without breaking the records sales relied on.
Built
Matched the list against existing records, audited target segments, reclassified ineligible accounts, fixed import errors and duplicates, and backfilled missing fields.
Outcome
Caught a bulk import that had attached domains to the wrong companies before it reached a campaign.
Email sequencesLead routing

Tiered follow-ups that route the warmest leads to sales

Problem
A large one-pager send got one generic follow-up, whether someone had read it three times or never opened it.
Built
Split recipients into engaged and passive tracks with different follow-up sequences, and flagged the most engaged contacts for a rep to call.
Outcome
Sales time went to people already showing interest. The demo above shows the same routing logic.

Cross-object property sync

Automation

Replaced a manual tagging process by syncing properties between companies and contacts.

CRM plan cost-benefit analysis

Analysis

Recommended a HubSpot plan upgrade to leadership to unlock workflow automation and remove a single-person bottleneck.

Sales tooling research brief

Research

Compared LinkedIn advertising and prospecting tools, including Sales Navigator and ZoomInfo.

Planned

Next build: a Clay enrichment workflow

A documented Clay table that takes a list of firms, enriches contacts and scores them against a segment. Placeholder until it's built.

Experience

Where I've done this

GTM Automation & Marketing Operations

Jun 2026 – Present Nirvana Solutions · Full-time · New York, United States
  • Designed a four-segment outbound framework (new fund launches, operationally complex firms, competitive displacement, client expansion) and built it into HubSpot list and property logic to target hedge funds and asset managers
  • Owned a competitive displacement campaign end to end, targeting users of acquired competitor platforms with cold email sequences built around migration risk, cost transparency, and operational disruption
  • Built and managed HubSpot CRM infrastructure for 6,000+ contacts, including lifecycle frameworks, lead enrichment pipelines, and data quality audits that caught and corrected bulk import errors
  • Created tiered follow-up sequences for a mass email campaign, separating engaged and passive recipients and routing the warmest leads to sales
  • Built a self-refreshing email performance dashboard using the HubSpot API, replacing manual reporting for the weekly sales meeting
  • Wrote the HubSpot operating guide and led onboarding for the offshore team that took over campaign execution
  • Delivered a HubSpot cost-benefit analysis to leadership recommending an upgrade for workflow automation
  • Ran NirvanaOne product demos for prospects generated by outbound campaigns, connecting campaign messaging to platform capabilities

Digital Marketing Intern

Jun 2025 – Aug 2025 AlphaGraphics · Part-time · Remote
  • Collaborated with an Account Executive to execute lead generation initiatives targeting B2B prospects
  • Shortlisted 50 potential B2B contacts using Apollo, improving targeting accuracy and supporting sales pipeline growth
  • Reached 40+ shortlisted contacts through AI-generated outreach sequences, contributing to an estimated 20% increase in sales pipeline activity

Private Equity Intern

Jun 2025 – Aug 2025 Raintree Partners · Internship · San Francisco, California
  • Researched automation for investment screening and recommended workflows for faster deal evaluation
  • Helped develop a tool to extract key company data for potential investment evaluation and decision-making
  • Applied an internal proprietary algorithm to automatically categorize potential investments, reducing manual screening time by 90%

Digital Marketing Intern

Jul 2024 – Aug 2024 Vixul · Internship · Round Rock, Texas
  • Conducted research and shortlisted 40 contacts at potential portfolio companies using Apollo and Lemlist to build a targeted outreach list
  • Set up an automated Lemlist outreach process, driving a 20% increase in expected webinar attendance
  • Worked with the marketing and design teams and gave feedback on their ongoing campaigns

Co-President, Teams Coordinator

Aug 2023 – May 2026 Emory Esports Club
  • Organized 20+ campus-wide events, enhancing the club's visibility and leading to 70+ new members
  • Planned and hosted EagleCon, Emory's first gaming, anime and art convention with 250+ attendees
  • Secured over $5,000 in funding for the first time in club history and managed the club's budget
  • Managed 5+ competitive rosters, handling scheduling, tryouts and conflict resolution
HubSpotApolloLemlistRocketReachGongNotionTableauSQLPythonClaude
Contact

Hiring for GTM, marketing ops or growth?

I'm open to full-time and contract roles anywhere in the US.

Emailshahmeerkhan030804@gmail.com
LinkedInlinkedin.com/in/shahmeer-k