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Harmeet Obhrai

Harmeet Obhrai

Senior RevOps & GTM Systems Consultant

Harmeet Obhrai is a RevOps, AI systems and revenue data specialist with ten years of experience building the revenue infrastructure behind high-growth companies. As former Head of RevOps at SellerX he put 30+ brands on one HubSpot. At Checkpoint he leads CRM migrations and reporting rebuilds for companies like LIQID, TrustYou and Palm.

London, UK EN JA LinkedIn
30+
Brands centralised on one HubSpot at SellerX
50,000+
Historical calls migrated for LIQID
10 yrs
Building revenue infrastructure
About Harmeet

Strategic oversight with the technical depth to build it

Harmeet has built his career as the systems lead who aligns sales, marketing and operations around a single source of truth, at companies including Ebury, Mercari and Foodji. As Head of Revenue Operations at SellerX, one of Europe's leading Amazon aggregators, he ran CRM strategy, data migration and clean-up across the whole brand portfolio.

At Checkpoint he takes on the projects where data, systems and reporting meet: CRM-to-CRM migrations, revenue reporting rebuilt from scratch, and outbound engines driven by intent signals. He is equally comfortable in a leadership conversation about what the board should see and deep inside a workflow automation.

Harmeet holds an MBA from Quantic and a joint BSc in Economics from UCL and Columbia University. He is based in London, speaks English and Japanese, and works regularly with teams in Berlin.

Selected projects

Revenue systems Harmeet has built

Four engagements that show the range: a multi-brand HubSpot centralisation, a regulated-industry migration, a reporting architecture rebuild and a pre-Series A outbound engine.

SellerX

E-commerce, Amazon aggregator

As Head of Revenue Operations, led CRM strategy, data migration and clean-up across 30+ brands and architected a centralised HubSpot stack from the ground up. When a previous vendor left the acquisition deal-flow migration from Affinity to HubSpot unfinished, SellerX brought in Checkpoint to complete it. In Harmeet's words: “Noah and the team stepped in to complete the project with a great deal of quality in a short amount of time. Without them, the project would have failed and we would have been on the line for a failed migration.”

LIQID

Wealth management, fintech

Co-led the Salesforce to HubSpot migration for a digital wealth manager with €4B+ assets under management, owning the data and execution side. Designed a deal and portfolio data model, backfilled around 10,000 relationship-manager deals and 20,000 portfolios, and migrated 50,000+ historical calls so advisors kept their full client history at go-live.

TrustYou

Hospitality and reputation SaaS

Led the reporting side of a CRM migration that ran in parallel with a new product launch. Mapped the customer journey, rebuilt revenue reporting from scratch, made the CRM the source of truth for customers and Chargebee the source of truth for revenue, and set up a sprint and ticketing model for cross-functional requests. TrustYou's Director of Revenue Operations: “Harmeet helped us treat the CRM migration as more than a systems cutover. … He brought structure to a complex migration while keeping future revenue scale in view.”

Palm

Treasury SaaS for public companies

Built a signal-based outbound engine for a pre-Series A treasury platform selling to companies on legacy treasury management systems: tiered ICP, a BDR cockpit with lead scoring, MEDDIC qualification, and a stack of Clay, Amplemarket, Apollo and HubSpot.

Verticals

  • E-commerce and Amazon aggregators
  • Wealth management and fintech
  • Treasury and finance SaaS
  • Hospitality and reputation SaaS
  • Marketplaces

Expertise

  • CRM-to-CRM migration (Salesforce, HubSpot, Affinity)
  • Revenue reporting architecture and source-of-truth design
  • Billing and CRM data integration (Chargebee)
  • Multi-brand and portfolio HubSpot architecture
  • Signal-based outbound and lead scoring
  • AI systems and workflow automation
FAQ

Questions about working with Harmeet

Who is Harmeet Obhrai?

Harmeet Obhrai is a Senior Revenue Operations and GTM Systems consultant at Checkpoint GTM, a Berlin-based RevOps consultancy and HubSpot Platinum Partner. He was previously Head of RevOps at SellerX and has ten years of experience in revenue infrastructure.

Which companies has Harmeet Obhrai worked with?

SellerX, LIQID, TrustYou and Palm, as well as Ebury, Mercari and Foodji.

Has Harmeet migrated Salesforce to HubSpot?

Yes. He co-led LIQID's Salesforce to HubSpot migration, including 10,000 deals, 20,000 portfolios and 50,000+ historical calls, and led the reporting side of TrustYou's CRM migration.

Can Harmeet fix unreliable revenue reporting?

That is his specialty. At TrustYou he rebuilt revenue reporting from scratch after finding inaccurate data across multiple systems, making the CRM the customer source of truth and Chargebee the revenue source of truth.

More of the team

Noah Charak Carolina Decastri Esther Widmann

Talk to Harmeet about your revenue data

Planning a CRM migration, or tired of three systems giving three different revenue numbers? Book a call and walk through it with Harmeet.

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