Zac K.

HubSpot & Salesforce Revenue Cleanup | Pipeline, Attribution & Billing

Automated $5M+/mo billing and supported $60M+ in annual pipeline through clean revenue systems. Revenue breaks when systems don’t align. Leads stall. Pipeline data drifts. Billing and CRM stop matching. Teams rely on manual workarounds. I help service-based and SaaS businesses fix lead-to-cash systems so revenue doesn’t leak between tools. Recent work: • Automated quote-to-cash for a telecom company processing ~$5M per month • Built lifecycle and routing automation supporting $60M+ in annual pipeline • Eliminated manual billing + CRM reconciliation through workflow automation • Rebuilt CRM logic to improve follow-up speed and reporting accuracy Most clients come to me when: • Leads are falling through the cracks • CRM reports don’t match reality • Sales and operations blame each other • Teams are manually fixing broken automations • Tools are connected, but not aligned How I Work I typically start with a focused Lead-to-Cash Audit Sprint. In 1–2 weeks we: • Map intake → pipeline → invoice flow • Identify revenue leakage points • Fix one high-impact system issue immediately • Deliver a clean rebuild roadmap You walk away with immediate clarity and at least one measurable improvement. My Background I’m a Revenue Systems Engineer with 5+ years designing and maintaining revenue-critical infrastructure across: Salesforce HubSpot Billing platforms Custom integrations My focus is not just automation. It’s system reliability. I design workflows that: • Stay accurate as volume grows • Are easy for teams to operate • Reduce operational risk • Keep revenue reporting trustworthy What I Help With Lead-to-Cash Automation Intake, routing, lifecycle design, pipeline structure, billing sync. CRM Cleanup & Data Integrity Workflow redesign, validation logic, reporting fixes. Revenue System Integrations CRMs, billing tools, forms, spreadsheets, APIs. Ongoing Revenue Systems Oversight For teams that want systems that stay clean as they scale. Tools Salesforce HubSpot n8n Make Zapier APIs & Webhooks If your CRM feels unreliable or revenue reporting doesn’t fully reconcile, send a message and we’ll identify the fastest fix the fastest win.