I advise companies on complex product, platform, and revenue systems where failure is expensive and clarity is scarce. My work sits at the intersection of product leadership, enterprise architecture, and operational execution—typically in environments involving billing, identity, customer platforms, HRIS, and financial systems operating at scale.
I’ve led and recovered initiatives spanning global customer portals with 20M+ users, wealth-management and advisor onboarding platforms, CPQ and revenue lifecycle optimization, HRIS and workforce data integrations, and financial data modernization across cloud and ERP systems. These engagements often begin after prior implementations have stalled or fragmented, with leadership needing an accurate diagnosis and a path forward that holds up under real operating conditions.
My experience includes deep, hands-on work across:
Salesforce Core, Experience Cloud, Marketing Cloud, Financial Services Cloud, CPQ, and Revenue Cloud
HRIS platforms and integrations (Workday-centric patterns, identity alignment, payroll and benefits data flows, downstream reporting)
Billing and payments architectures, including recurring payments, tokenization, PCI-aligned designs, fraud detection, and cost optimization
Identity and access orchestration (SSO / IAM) spanning customer, advisor, employee, and partner ecosystems
Cloud and data integration patterns across Azure and GCP, connecting CRM, HRIS, finance, and operational systems
Multi-vendor, multi-system environments with regulatory, audit, privacy, and uptime constraints
I’m typically engaged when executives need independent senior judgment, not staff augmentation—someone who can quickly surface hidden constraints, failure modes, and decision tradeoffs across revenue, workforce, and customer systems, then translate those into clear architectural direction and executable plans.
I operate with a low-overhead, senior-only model: direct involvement, fast signal extraction, and accountability for outcomes. The emphasis is on decisions thaMore...