I work with mid-market and enterprise B2B companies that need an experienced CMO-level operator who can set strategy, build the systems, and run programs, without the timeline or cost of a permanent hire. Based in Philadelphia, primarily serving the Philadelphia and New York markets, and available to embed remotely.
What I do
Embedded senior marketing leadership on a part-time basis. I own strategy, manage teams, report at the executive level, and stay accountable to revenue. All the depth of a CMO without the permanent overhead.
Aligning marketing, sales, and customer success around shared pipeline data, process, and accountability. CRM strategy, HubSpot and Salesforce implementation, and the operating model that makes revenue visible and predictable.
Connecting your product, positioning, channels, and sales motion into an integrated plan with real pipeline output. Built for mid-market and enterprise environments where GTM complexity requires executive-level coordination.
Building and running the programs that create consistent, qualified pipeline: digital, events, field marketing, and account-based motions. Designed around the full customer journey, not just top-of-funnel awareness.
HubSpot and Salesforce strategy, implementation, cleanup, and optimization. Turning your CRM from a data graveyard into the source of truth your pipeline decisions depend on.
Building the commercial narrative that makes your company legible to buyers at scale. Positioning, messaging architecture, and the brand system that makes every channel more effective: digital, field, and sales.
Who I work with
The organizations I work with are typically navigating one of these moments when we first connect.
Two teams, two dashboards, one finger pointed at the other. No shared pipeline definition, no shared metrics, no accountability when the number is missed.
A full-time CMO hire is a 6-month search and a significant commitment. You need senior marketing leadership in the business today, not next quarter.
Duplicate records, no pipeline hygiene, processes nobody follows. Your revenue data doesn't reflect reality, so your decisions don't either.
Events, campaigns, and programs are running, but pipeline is unpredictable and attribution is murky. You're spending on activity, not outcomes.
A new product line, a new buyer, or a new geography requires a purpose-built go-to-market motion, not a copy of what worked before.
New funding, new leadership, or rapid headcount growth means the marketing systems that got you here won't get you to the next stage.
Background
The through-line across two decades isn't an industry. It's complexity. Levi has led marketing from inside large, operationally demanding organizations and from the outside as a strategic operator, across sectors where the buying cycle is long, the stakeholders are many, and marketing is expected to move revenue, not just metrics.
His in-house experience spans some of the most demanding B2B environments in the market. At Bell Helicopter (Bell Textron), he built and led the creative and brand function for one of the most recognized names in aerospace and defense, marketing to commercial, military, and government buyers in a regulated, high-stakes sales environment. At Golfbreaks, the world's leading golf travel brand, he ran the North American marketing operation end-to-end: strategy, brand, demand generation, digital performance, events, and field marketing. At FLIR Systems, he developed deep familiarity with the sales cycles and buyer sophistication that define technology and defense marketing.
On the agency and advisory side, he has worked with organizations including Smith & Nephew and PLT Health, alongside clients across healthcare, manufacturing, technology, pharmaceutical, ecommerce, travel, and retail. This gives him the cross-sector pattern recognition that in-house roles alone don't build. He knows what good GTM looks like across categories, what breaks at each stage of scale, and how to build the systems that hold.
RevOtter is where that experience becomes available to mid-market and enterprise B2B companies that need a senior operator, not a generalist consultant, embedded in the business at the moment it matters most.
Some organizations I've worked with
How I work
I operate as an embedded executive. Not an outside consultant who hands off a strategy and disappears. Here's what that looks like in practice.
Every engagement opens with a structured audit of your marketing infrastructure, CRM, pipeline data, and go-to-market motion. Recommendations are built on what's actually true in the business, not assumptions or frameworks from another industry.
A GTM strategy only works if it generates week-to-week accountability. I build shared metrics, clear ownership, and a cadence that keeps marketing, sales, and leadership aligned, so the plan doesn't sit in a slide deck.
I run programs, manage vendors, coach teams, and build the CRM and RevOps infrastructure that makes the strategy operational. Senior thinking combined with hands-on delivery, from demand generation through field marketing and attribution.
Fractional CMO retainers, project-based engagements, and executive advisory, structured around what your stage and situation actually require. I work with a focused number of clients at a time to maintain the depth each engagement deserves.
Common questions
A fractional CMO is a senior marketing executive who works with your company on a part-time or embedded basis, taking on the full strategic and operational scope of a CMO without the cost or commitment of a permanent hire. In practice, that means owning the marketing strategy, leading the team, aligning with sales and leadership, running programs, and staying accountable to pipeline and revenue outcomes.
Mid-market and enterprise B2B companies, typically organizations with established sales teams and marketing infrastructure that need to scale, restructure, or redirect. The common thread is complexity: multi-stakeholder sales cycles, distributed teams, and marketing that needs to be commercially accountable, not just active.
Yes. I'm based in Philadelphia and work primarily with companies in the Philadelphia and New York metro areas, but I'm structured to embed remotely with companies across the US. Most fractional CMO work is hybrid by nature: some on-site presence for key moments, strong remote operating rhythm in between.
A consultant typically delivers a strategy, a report, or a recommendation and exits. A fractional CMO stays in the work, owning execution, managing teams, reporting at the executive level, and accountable to the same revenue outcomes a full-time CMO would be. The difference is accountability and depth of integration, not just seniority.
Yes. CRM strategy, implementation, cleanup, and optimization (including HubSpot and Salesforce) is a core part of what RevOtter delivers. Revenue operations only works if the underlying CRM infrastructure is sound. I treat CRM as a strategic system, not a technology project.
Get in touch
I work with a small number of companies at a time. If your organization is navigating a growth inflection, a leadership gap, or a go-to-market rebuild. I'd like to hear about it.
Connect on LinkedIn →