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Patrick Scorah

@patrickscorah

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I build operational, AI, and revenue systems that improve unit economics at scale.

United States

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What I'm looking for

I'm looking to architect and scale operational, AI, revenue, and financial systems where I can connect executive strategy to technical execution, improve unit economics, and lead cross-functional teams through complex growth challenges.

I've built operational, revenue, and data systems across consulting, real estate, and institutional finance. At Scorah Consulting, I develop AI workflows, CRM architectures, and GTM systems that remove bottlenecks and improve unit economics.

For consulting clients, I created a proprietary LLM data-ingestion protocol that reduced operational overhead by 98%, engineered an autonomous RAG pipeline, and implemented growth loops that reduced churn by 75% across five North American jurisdictions.

At One Street, I engineered underwriting and forecasting infrastructure for a $300M commercial asset pipeline, reworked CRM lead routing to help drive a 10x increase in net profit, and directed a 50-person team using Tableau dashboards and real-time KPIs.

My foundation includes fiduciary analytics for a $3B pension-fund portfolio at National Real Estate Advisors and transaction data infrastructure supporting $12B in volume at Eastdil Secured. I bring a player-coach approach to turning executive strategy into scalable workflows, financial models, and operating systems.

Experience

Work history, roles, and key accomplishments

Current

Managing Partner & Operations Executive

Current

Scorah Consulting LLC

Jan 2022 - Present (4 years 9 months)

Identifies, simplifies, and eliminates operational bottlenecks across multiple contracts, including AI systems integration, fund operations, and growth consulting.

Director of Finance and Operations

One Street

Jan 2020 - Dec 2022 (2 years 11 months)

Engineered underwriting, pipeline forecasting, and sensitivity-modeling infrastructure for a $300M asset pipeline. Re-engineered GTM operations and CRM lead-routing pipelines, driving a 10x increase in net profit within 12 months.

Underwriting Pipeline Forecasting Sensitivity Modeling Rev Ops CRM Routing SOPs Tableau KPI Tracking Team Leadership Program Auditing

Operations & Systems Lead

Independent Operator

Jan 2017 - Dec 2020 (3 years 11 months)

Advised corporate clients on workflow optimization and capital recovery strategies. Deployed a proprietary quantitative trading framework and engineered financial models for urban asset acquisitions.

Workflow Optimization Capital Recovery Series 7 NASAA Series 66 Quantitative Trading Financial Modeling Due Diligence Market Analysis

Analyst

National Real Estate Advisors

Jan 2015 - Dec 2017 (2 years 11 months)

Engineered advanced Excel financial models and data frameworks for auditing and stress-testing a $3B segment of a $5.6B pension fund portfolio under SEC-registered fiduciary governance.

Excel Financial Modeling Data Frameworks Audit Performance Testing Pension Funds SEC Compliance

Analyst – Equity Sales and Debt Placement

Eastdil Secured

Jan 2013 - Dec 2015 (2 years 11 months)

Developed evaluation frameworks for executing $12B in transaction volume. Engineered and managed the firm's primary data hub, centralizing proprietary data totaling $400B in capital.

Transaction Lifecycle Data Infrastructure Data Management Evaluation Frameworks Capital Markets

Research Analyst

Colliers International

Jan 2011 - Dec 2013 (2 years 11 months)

Developed data standards and research architecture for a new regional office, enabling efficient leasing and client advisory services.

Data Standards Research Architecture Leasing Client Advisory

Education

Degrees, certifications, and relevant coursework

HubSpot Academy

HubSpot Sales Hub Software Certification, Sales

2026 -

Currently pursuing HubSpot Sales Hub Software certification.

Salesforce

Salesforce Certified Platform Administrator, Salesforce Administration

2026 -

Currently pursuing Salesforce Certified Platform Administrator certification.

HubSpot Academy

HubSpot Revenue Operations Certification, Revenue Operations

2026 - 2026

Completed Revenue Operations certification in 2026.

Dartmouth College

Bachelor of Arts, Psychology

2007 - 2011

Activities and societies: Captain of the Dartmouth Football Team

Bachelor of Arts in Psychology with a minor in Neuroscience, and additional studies in Statistics and Economics. Captain of the Dartmouth Football Team.