Zac K.

Automated $5M+/mo in billing. Supported $60M+ in annual pipeline. Salesforce + HubSpot. Revenue usually doesn't break all at once. It leaks. A lead sits untouched for three days. Pipeline numbers drift away from what finance sees. Billing stops matching the CRM, and someone ends up fixing it in a spreadsheet every Friday. That's the work I do. I help service and SaaS businesses fix their lead-to-cash systems so revenue stops slipping between tools. Recent work - Telecom: Automated quote-to-cash for a company billing ~$5M a month, which got rid of manual billing and CRM reconciliation - Canadian fintech: Redesigned HubSpot lead architecture, attribution, and the BDR-to-AE handoff. Delivered the workflows, field dictionary, and SOPs, plus reporting leadership actually trusts - Large security company: Built the dropship order creation process, made the Salesforce to NetSuite sync more reliable, and streamlined service appointment booking - Lifecycle and routing automation supporting $60M+ in annual pipeline You're probably here because - Leads are falling through the cracks - CRM reports don't match reality - Sales and ops keep blaming each other - Someone on your team babysits broken automations - Your tools are connected but they don't agree with each other How I work Most projects start with a 1 to 2 week Lead-to-Cash Audit Sprint. We map how work moves from intake to pipeline to invoice, find where revenue is leaking, and fix the biggest issue right away. You also get a clear rebuild roadmap. So you're not paying for a report that sits in a folder. You get at least one real fix in week one. About me I'm a Revenue Systems Engineer with 5+ years building and running revenue-critical systems in Salesforce, HubSpot, NetSuite, billing platforms, and custom integrations. I'm a Salesforce Certified Admin. I care more about reliability than clever automation. What I build stays accurate as volume grows, is easy for your team to run, and keeps your revenue numbers honest. What I help with - Lead-to-cash automation: intake, routing, lifecycle stages, pipeline structure, billing sync - CRM cleanup: workflow redesign, validation rules, deduplication, reporting fixes - Integrations: CRMs, ERPs like NetSuite, billing tools, forms, spreadsheets, APIs - Ongoing oversight: for teams that want things to stay clean as they grow Tools: Salesforce, HubSpot, NetSuite, n8n, Make, Zapier, APIs and webhooks If your CRM feels unreliable or your revenue reporting doesn't reconcile, send me a message. We'll find the fastest win first.