The operating history behind the framework

Track Record

Twenty years of building across PE-backed companies, Fortune 50 institutions, and high-pressure environments. This is the work the Authentic Leadership Engine was built from.

Stratix Corporation

Vice President, Commercial & Sales Success (Revenue Operations)

PE-backed managed services provider | ~$100M revenue | Team of 12

2024–2025

Executive owner of GTM operations and commercial strategy across a multi-motion professional and managed services business; partnered with the CCO to strengthen revenue predictability, deal governance, and scalable execution; led a team of 12 across Renewals, Deal Desk, Sales Enablement, Contract Strategy, Sourcing, and MDM. This is where I learned that getting sellers to change how they forecast is never a systems problem — it's a trust and communication problem first.

Forecasting Transformation

Replaced stage-based forecasting with a seller-driven, confidence-based model reinforced through Salesforce logic and structured enablement, improving forecast credibility for executive and board review.

SKU Entitlement Guide

Built the company's first SKU entitlement guide — giving sellers a clear, structured reference for what each SKU included, enabling faster, more accurate quoting and reducing errors driven by product ambiguity.

Systems Modernization

Advanced CPQ readiness and modernized lead-to-cash infrastructure to support automation, scalable quoting, and AI-enabled workflows.

AI-Enabled Execution

Introduced AI-driven seller enhancements including call summaries, follow-up automation, and workflow acceleration to improve rep productivity.

BeyondTrust Corporation

Senior Director, Revenue Operations

PE-backed SaaS cybersecurity provider | ~$350M revenue | Teams up to 25

2020–2024

Enterprise owner of global revenue operations across Strategic Pricing, Deal Desk, Quoting, Order Management, Fulfillment, and GTM Business Applications; partnered with the CRO to scale revenue infrastructure during rapid growth and M&A integration; led teams of up to 25. This is where the framework moved from instinct to architecture — leading people through pressure, building teams from zero, and protecting the ones doing the hardest work.

Deal Desk at Scale

Built Deal Desk from proof-of-concept into a 14-person organization with formalized pricing governance, discount standards, and approval workflows that improved deal quality and reduced late-stage escalations.

Quote-to-Cash Optimization

Reduced booking errors by 90%+ through redesigned CPQ logic, quote-to-order automation, and standardized deal review processes.

Post-Acquisition Integration

Simplified and standardized revenue execution across acquired entities, improving sales efficiency, booking quality, and executive visibility into global forecast performance.

Salesforce, CPQ & Channel Architecture

Designed and governed Salesforce and CPQ architecture across revenue workflows; architected partner-enabled selling infrastructure with governance, attribution integrity, and forecasting accuracy.

Director, Strategic Pricing (promoted to Sr. Director)

Built and led the company's first centralized pricing function, establishing governance across products, services, and emerging subscription models.

Portfolio Transformation

Repriced and rationalized a 1,500+ SKU portfolio to ~350 standardized SKUs, creating consistent naming conventions and value-based tiering frameworks.

SaaS Monetization

Built the company's first subscription and cloud-based pricing models, transitioning from a perpetual-only revenue base to ARR-driven monetization with automated price locks and scalable tier structures.

Landis+Gyr

Pricing & Analytics Manager

Swiss publicly traded manufacturer & SaaS provider | ~$1.8B revenue

2019–2020

Contract Lifecycle Automation

Designed and automated the end-to-end contract lifecycle for complex RFP-driven deals with 6–12 month sales cycles, building tracking, milestone management, and workflow automation within the CRM to improve visibility and execution discipline.

SaaS Pricing Refinement

Refined SaaS-based pricing models across the product portfolio, improving pricing clarity and consistency for bids spanning manufactured hardware, software solutions, and multi-year deployment contracts.

Ringer Consulting Group

CFO / Director of Finance

Privately held custom SaaS solutions & consulting firm | ~$2M revenue | Team of 12

2014–2018

Led finance, pricing strategy, and data architecture for custom SaaS solutions and enterprise clients, delivering cash-flow visibility, margin improvement, and operational cost reductions. Running every function of a business alongside its founder taught me what leadership accountability really means — when everything flows through you, there's nowhere to hide and no one else to carry it.

Systems Architecture

Designed data architecture and automated financial models that improved forecast accuracy (95% at 4-week horizon), increased client project capacity by 15%, and reduced operational costs by 10–22%.

Client Finance & Pricing Strategy

Served as the internal finance and pricing lead delivering client-facing consulting work across custom SaaS and enterprise engagements — providing cash flow visibility, margin improvement, and the commercial infrastructure clients needed to operate and grow.

Mycom USA

Director of Financial Planning & Analysis

PE-backed construction & SaaS provider | ~$100M revenue

2013–2014

Turnaround Leadership

Built FP&A across 5 business lines and 10 locations, establishing project accounting, forecasting, and financial controls that reduced monthly losses by more than 70%. Every function was broken and disconnected. Fixing it required every pillar of what would become the Authentic Leadership Engine — before it had a name.

Cost & Workforce Audit

Conducted a full operational audit uncovering significant erroneous spend across the general ledger — including vendor costs, staffing, and active headcount that should not have been on the books. Implemented controls across accounting, AP, inventory, and financial reporting that eliminated the waste and arrested the losses.

AT&T Mobility

Associate Director, Budgets (and earlier roles)

Fortune 50 telecommunications company | ~$130B revenue | Team of 6

2007–2013

Owned capital forecasting and analytics for $1.5B+ in annual spend across 60,000+ projects; developed the nationally adopted forecasting methodology that improved quarterly accuracy from 70% to 95% across $4B in capital. Scale teaches you things no smaller environment can. This is where I learned that rigorous systems and human buy-in are not opposites — they depend on each other.

National Forecasting Model

Built the capital forecasting methodology adopted nationally across AT&T — improving quarterly accuracy from 70% to 95% across $4B in capital spend and 60,000+ active projects across the Southeast region.

Scale & Rigor

Operated inside a Fortune 50 at significant scale — developing the discipline of systems thinking, financial rigor, and the practice of making data mean something that has informed every role since.