150+
order forms a month
Senior escalation point and approval authority for Commercial, Enterprise, and Strategic accounts across 35 AEs.
Resume →Deal Desk · Deal Strategy · Revenue Operations
Deal Desk analyst who builds the tools the desk wishes it had.
Six years structuring SaaS deals: pricing, terms, approvals, quote-to-cash. Plus an AI assistant that reads the pipeline every morning and flags the deals that need deal strategy before Sales asks.
Salesforce · Salesforce CPQ · Zuora · DocuSign · Ironclad · Claude plugins
$127M
revenue leakage caught
Reconciled 150 contracts a week against a new billing system during a Zuora migration. Built once, run as a checklist.
How →5 of 40
deals surfaced each morning
The Deal Strategy Assistant scores every open opportunity against 11 flags and drafts the first message to the AE. Read-only. Never sends.
How it works →How I work
- Find the value before touching the price. Term, ramp, payment timing, scope, and marketplace route are all levers. Discount is the last one.
- Every give has a named get, written on the approval. If Sales cannot name the get, the request goes back with a suggested one.
- Timing is the value. A flag that arrives while the AE still has room to act is help. A flag that arrives after the customer has the paper is noise.
- Sales-first language. Every recommendation is written in terms of the rep's deal: speed to signature, customer confidence, fewer late surprises.
- Name the source for every claim. If I can't cite the record, the post, or the email, I don't state it.
- Never bring a problem without a proposed solution. "Here's what I think, tell me if I'm wrong" gets a reply in hours.
Hiring for Deal Desk, Deal Strategy, or Revenue Operations?
Email is fastest. I reply within one business day.