About
We help B2B SaaS companies design the systems that connect technical sales, demos, POCs, implementation, and customer success—so complex enterprise deals can scale without breaking.
The problem isn’t your people. Scaling companies hit a predictable wall: discovery stays shallow, demos don’t convert, POCs drag on for months, and sales promises what delivery can’t execute. That’s not a hiring problem or a “try harder” problem—it’s a system design problem. The architecture that’s supposed to connect technical sales, validation, and delivery was never built, or it was built for a smaller stage and never evolved.
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Founder & Principal Advisor
New York, NY
Connect on LinkedInUC San Diego
B.A. Economics & Business
Harvard Business School
Credential in Leadership, Impact, Management, and Business for Experienced Leaders
10+
Years in B2B SaaS
F500
to Startup Scale
2K+
LinkedIn Network
I’ve spent over a decade operating inside B2B SaaS companies—leading Sales Engineering, Solutions Architecture, Implementation Engineering, and Technical Account Management at high-growth organizations. I didn’t observe these problems from the sidelines; I ran the teams and closed the deals.
I’ve built and led SE teams from the ground up, designed technical sales processes end-to-end, and owned the full revenue lifecycle from first discovery call through implementation and renewal.
My experience spans high-growth startups to large, multinational Fortune 500 companies. I’ve worked with and sold into lean eCommerce teams and massive tech organizations that drive global economic activity—so I understand how revenue systems need to flex whether you’re scaling your first enterprise deal or optimizing a complex global motion.
I’ve guided complex enterprise deals from first discovery through implementation and renewal. I’ve sat at the intersection of sales, product, and delivery—and I’ve seen exactly where revenue systems break when they’re not deliberately designed. I’ve shipped demo architectures, POC frameworks, handoff systems, and SE playbooks that are still running in production at companies I left years ago.
That’s why I advise founders and revenue leaders now. Not as a generic consultant, but as someone who’s built and fixed these systems from the inside. If your product is strong but your technical sales and delivery process isn’t scaling, I can help you redesign it.
Schedule a ConversationOperating Principles
What clients can expect
I work inside your team, not from the sidelines. Expect me in deal reviews, on calls, and in your Slack.
Individual deal wins are nice. Repeatable systems that win deals without me are the goal.
I bring a strong point of view backed by 10+ years of operating experience. But your context matters—I’ll adapt.
Most work happens async. But for deal strategy, team coaching, and critical moments, I’m fully available.
Every engagement has clear success criteria. If we’re not hitting them, we change the approach—not the timeline.
Our Approach
Most companies treat the SE function as tactical support. An SE gets assigned to a deal, runs the demo, answers technical questions, and moves on to the next one. When things get busy, leadership hires more SEs. When deals stall, they assume the team needs better training.
We see it differently. The SE function isn’t a support layer—it’s the connective tissue of the entire revenue lifecycle. Every enterprise deal flows through a series of critical stages. When those stages are connected by deliberate architecture, deals accelerate and customers succeed. When they’re not, you get the same symptoms over and over: shallow discovery, demos that don’t convert, POCs that drag on for months, and implementations that fail before they start.
These aren’t isolated problems. They’re symptoms of a system that was never deliberately designed. We call that system Revenue Delivery Architecture.
01
Discovery
02
Technical Validation
03
Implementation
04
Customer Success
It starts with discovery—and not the checklist kind. Real discovery diagnoses the buyer’s underlying problem, maps their technical environment, surfaces their decision criteria, and flags implementation risks before anyone opens a demo environment. When discovery is strong, everything downstream becomes sharper. When it’s weak, the rest of the sales motion is guesswork.
From there, technical validation—demos and POCs—should function as structured proof, not open-ended exploration. We believe every demo should be built around the buyer’s problem, their workflow, and their outcome—not a product tour. And every POC should have explicit success criteria, a defined scope, and a hard timeline. When these elements are missing, evaluations expand indefinitely and deals die slowly.
Then comes the stage most companies get wrong: the bridge from sales to delivery. What gets promised during the deal rarely transfers cleanly to the team responsible for making it real. Integrations, constraints, success criteria—they live in someone’s head or a scattered set of notes. We design structured handoff systems so that what’s sold is what gets delivered, and implementation doesn’t start from scratch.
None of this happens by accident. It requires deliberate architecture and experienced leadership. That’s what we provide—whether as fractional SE leadership helping you build these systems from the ground up, or as advisors working alongside your existing team to redesign the revenue motion that isn’t scaling.
Revenue Delivery Architecture isn’t a framework you hang on the wall. It’s the operating system your technical sales motion runs on.