I work with SaaS and financial services companies at post-sales inflection points — where the existing model isn't scaling and leadership needs someone who can diagnose fast and execute with precision.
Most of my engagements fall into three zones: broken retention and expansion economics, services organizations that aren't generating margin, and misalignment between sales and post-sales that's eroding deal quality and renewal rates. I've operated in all three — as a builder, as a fixer, and as a strategic advisor — across both high-growth SaaS and highly regulated financial services environments.
My engagements are time-bound (6–24 weeks), scoped to a specific problem, and built around outcomes you can measure. I don't do open-ended advisory retainers. I come in, build the system, and get out of the way.
Diagnostic First
Every engagement starts with understanding the actual problem — not the presenting symptom. I use a structured diagnostic before any recommendations are made.
Operator, Not Advisor
I build alongside your team. Deliverables include playbooks, models, frameworks, and operating cadences — not decks that collect dust.
Regulated Environments
Deep experience in financial services, GRC, and capital markets — where compliance, risk, and enterprise complexity add real constraints to every solution.
VC-Backed Fund Management Platform
Software & services platform for venture capital firms
Enterprise Capital Markets Automation Platform
Data operations automation for global financial institutions
Regulated Financial Services SaaS
Compliant digital engagement platform for enterprise financial institutions
Independent Advisory Practice
Consulting for enterprise SaaS and financial services companies
Enterprise accounts had limited expansion pathways without clear commercial triggers. Aligned regulatory change (T+1, EMIR) to operational impact and built targeted expansion plays in partnership with product and delivery teams — turning compliance pressure into a repeatable growth motion.
High operational risk and fragmented reconciliation processes across global financial reporting workflows. Designed and implemented a global GRC control framework and built a repeatable advisory offering aligned to regulatory and operational needs — turning a delivery cost into a scalable, high-margin service.
A reactive post-sales model with limited visibility into retention, expansion, and customer risk across a large portfolio. Designed segmentation, aligned coverage, and implemented workflows and automation to shift managers toward owning pods as business units — building the infrastructure for proactive revenue management at scale.
A deployed omni-channel digital compliance platform had low adoption and unclear business value — leaving clients exposed to TCPA/FINRA risk and eroding renewal confidence. Re-architected account planning around customer maturity and ROI, aligning product usage to advisor workflows and measurable outcomes across the enterprise base.
Services Delivery Alliance
Nordic Capital Commercial Excellence Team
Customer Success Collective
ICC Certified Professional Chef
Zeta Tau Alpha Philanthropy
Big Dog Ranch Rescue Foundation
Wounded Warrior Project
Certifications
I take on a small number of advisory and consulting engagements with SaaS and financial services companies at key post-sales inflection points. Engagements are focused, time-bound, and built around measurable outcomes — not open-ended retainers.
"Turn post-sales into a predictable revenue engine."
For teams with flat NRR, inconsistent expansion, or a reactive CS motion. I rebuild the segmentation and coverage model, define a structured expansion motion with CSQLs and clean handoffs, and install the forecasting cadence leadership needs to actually see retention and upsell ahead of time.
Outcome: clear expansion pipeline & NRR visibility"Make services a profitable growth lever."
For organizations where services are break-even, loosely priced, or disconnected from revenue. I redesign pricing and packaging, rebuild the delivery model with real capacity planning, and attach services directly to the expansion motion so it functions as a growth lever — not overhead.
Outcome: improved margin & clearer attach rates"Fix the gap between pipeline, deal, and renewal."
For companies with long sales cycles, broken handoffs, or pipeline quality problems. I align sales and CS around the full deal lifecycle, sharpen pipeline definitions and forecasting, and embed value and ROI framing across both pre- and post-sale — so wins stick and renewals follow.
Outcome: better win rates & stronger renewalsIf you're working through one of these problems and want to talk through fit, reach out on LinkedIn. I respond to direct, specific inquiries.
Connect on LinkedIn ↗