Work
Anonymized examples from past engagements and employed work.
Case studies
Series B B2B SaaS, ~$25M ARR
Situation: Migrating from flat tiers to seat-plus-usage hybrid. Multiple grandfathered enterprise contracts with custom terms.
Action: Identified 7 grandfathered contract patterns that would have caused billing disputes. Mapped entitlement drift across 3 systems. Delivered remediation plan with sequenced rollout.
Outcome: Client engineering team executed migration in 6 weeks. No customer escalations during the transition.
Series C B2B SaaS, ~$40M ARR
Situation: Stripe and Salesforce showed different ARR numbers. Finance team spending 2 days per month on manual reconciliation. Audit approaching.
Action: Traced drift to 4 root causes: webhook failures, manual CRM overrides, timezone mismatches in renewal dates, and a legacy discount structure not reflected in Stripe metadata.
Outcome: Delivered reconciliation playbook. One-time cleanup completed in 3 weeks. Monthly reconciliation reduced from 2 days to 2 hours with automated checks.