Trisha Merriam

Trisha Merriam

Vice President of Demand Generation · SWOPtimize

When budgets tighten, the pressure to deliver revenue doesn’t go away, it intensifies. Focusing on efficiency is critical.

As a RevOps leader for B2B SaaS companies, I specialize in building high-impact, efficient go-to-market systems that align marketing, sales, and customer success. My sweet spot: HubSpot administration - especially in complex, integrated environments such as when HubSpot and Salesforce need to operate in lockstep.

I don’t just run systems, I make them drive strategy. Whether it’s optimizing lead management flows, integrating 3rd party data for smarter segmentation, or building reporting infrastructure that reveals pipeline and bookings performance across all of your segments with clarity, my focus is helping go-to-market teams execute more effectively with fewer resources.

Core skills:

  • Attribution, scoring and ROI insights
  • Pipeline acceleration and win rate increases
  • HubSpot Salesforce integrations
  • HubSpot configurations and optimizations
  • Improving data integrity

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Co-host of VF Platform: AI Data Readiness - AI-powered data strategies for platform excellence.

Focus areas

  • RevOps
  • HubSpot
  • B2B Marketing
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