Scale revenue without breaking your operations.
Sales owns the customer until the contract is signed. Implementation and Customer Success take it from there, and Finance keeps score. I take operational ownership of the whole client lifecycle, so retention, expansion, and the renewal forecast become predictable.
Who owns the customer after the sale?
As companies grow, the customer relationship gets distributed across teams. That works until something falls between them, and it usually surfaces as churn no one saw coming.
- SalesOwns the client until the contract is signed
- ImplementationTakes the client from kickoff through go-live
- Customer SuccessManages the client relationship day to day
- FinanceKeeps score on the client's financial metrics
Growth is decided at every stage, not just at the close.
Most companies measure the funnel carefully and the rest of the relationship loosely. I connect prospect to expansion into one operating system, with clear accountability and a metric at each stage.
Prospect
ICP, demand generation, lead routing and qualification.
Pipeline coverageClose
Sales process, pipeline discipline, forecast accuracy.
Win rateOnboard
A consistent implementation experience that sets expectations early.
Time to valueAdopt
Usage and outcomes tracked, with health scores tied to action.
Health scoreRenew
Forecasts that look beyond this quarter, with clear ownership.
GRRExpand
Expansion and cross-sell playbooks built on delivered value.
NRR
Three ways to engage
GTM Operations
Pipeline analytics and revenue forecasting, funnel conversion across the customer journey, CRM and data optimization, and territory, quota, and lead-routing design.
GTM OperationsClient Lifecycle Operations
One accountable owner across onboarding, delivery, health scoring, renewals, and expansion, so retention and the renewal forecast become predictable.
Client Lifecycle OperationsFractional COO & EOS Integrator
Someone accountable for making the strategy happen, so the CEO can stay focused on the vision: Rocks, L10 cadence, Scorecards, and board-ready reporting.
Fractional COO & EOS IntegratorExecutive experience, applied before the missteps get expensive.
As a fractional executive, I can help earlier in your growth: setting the longer-term vision while shaping the near-term decisions that are hardest to undo later.
Deep B2B SaaS operations expertise
Over 15 years of executive SaaS leadership across client operations, revenue operations, and sales operations, including carve-outs and acquisition integration.
Built around your client's outcome
Understanding what your client expects from the partnership, the product, and your team, then aligning the whole lifecycle to deliver it.
Measurable impact
Actionable funnel visibility, reduced time to value, higher retention and NRR. The goals are set up front and measured, with a target of at least a 5% improvement in retention.
Start with a clear picture of where growth is leaking.
Most engagements begin with a focused four-to-six-week operating assessment. You get a scored view of your GTM and client operations and a prioritized plan, whether or not we keep working together.