Taming Operational Chaos in B2B SaaS Companies
Technical Operations Executive | Platform Consolidation | Cost Optimization
I turn operational chaos into scalable systems for B2B SaaS companies. Over 15 years, I've consolidated 48 brands from 20+ platforms, architected systems processing 5.8B+ transactions/year, and reduced operational costs 30-75% while scaling distributed teams to 250+ across 11 countries.
What I'm Good At
The pattern I kept seeing throughout my career: Companies acquire other companies but can't integrate them. Teams build features but operations fall apart. Infrastructure costs spiral while delivery slows down. So I became an expert at fixing it.
- →Post-acquisition integration (platform consolidation, data migration, team integration)
- →Operational efficiency & cost optimization (30-75% cost reductions without sacrificing quality)
- →Platform modernization & cloud optimization (AWS/Azure architecture, AI/ML implementation)
- →Customer delivery operations (reducing onboarding/delivery time 40-70%)
- →Distributed team leadership (scaling engineering teams across multiple countries)
Experience & Capabilities
Throughout my career leading technology and operations for B2B SaaS companies, I've developed deep expertise in the operational challenges that break most organizations:
Consolidated 48 brands from 20+ disparate platforms into unified AWS infrastructure across multiple acquisitions. Maintained 99.9% uptime while reducing operational costs $2.3M annually. Built repeatable integration playbooks enabling 30-90 day integration timelines.
Reduced operational costs 30-75% across portfolio companies through intelligent automation and platform consolidation. Deployed AI/ML customer service automation reducing support costs 90% (100 agents to 7) while maintaining 4.6/5 satisfaction scores.
Architected AWS platforms processing 5.8B+ transactions/year at 99.9% uptime. Migrated legacy infrastructure to modern cloud architecture, reducing costs 25% while improving scalability. Built multi-tenant SaaS architecture supporting 500K+ users.
Built RAG-based customer service platform using OpenAI + Pinecone trained on 4 years of historical data. Achieved 60% faster resolution times and 90% cost reduction while maintaining quality. Deployed predictive analytics reducing customer churn 15%.
Scaled engineering and operations teams from 45 to 250+ across 11 countries with <15% attrition. Built remote-first culture and processes enabling effective collaboration across timezones. Developed technical leadership pipeline reducing external hiring needs.
Built mission-critical systems for Fortune 500 companies (Wells Fargo, FirstBank, Frontier Airlines) with PCI-DSS, BSA/AML, HIPAA, and SOC2 compliance. Architected data platforms consolidating 7 business units and eliminating 70% error rates.
Proof Points
Real results from operational technology leadership
Background
Most recently, I served as CTO/COO of a $58M B2B SaaS portfolio at HeliXaaS Holdings (MarTech, FinTech, HealthTech). I consolidated 48 brands from 20+ platforms into unified AWS infrastructure, architected platforms processing 5.8B+ transactions/year at 99.9% uptime, and scaled distributed teams from 45 to 250+ across 11 countries.
Before that, I built enterprise systems for Fortune 500 companies (Wells Fargo, FirstBank, Frontier Airlines) and scaled engineering organizations for high-growth startups.
With an MS in Systems Engineering/Computer Science and an MBA in Finance, I bring both technical depth and business acumen to operational technology leadership. I don't just architect systems—I build the operational infrastructure that makes companies actually work.
Where I Add the Most Value
Companies dealing with operational bottlenecks:
- •PE-backed portfolio companies (especially post-acquisition)
- •Bootstrapped/profitable SaaS companies needing operational maturity
- •Companies with technical debt blocking growth
- •Organizations cutting costs while maintaining service quality
Industries
MarTech (deepest experience) • FinTech • HealthTech • E-commerce
Technical Capabilities
Cloud & Infrastructure + AI/ML
Compliance
Core Competencies
- •Post-M&A Integration & Technical Due Diligence
- •Platform Architecture & Cloud Modernization
- •AI/ML Strategy & Implementation (pragmatic, ROI-focused)
- •Operational Efficiency & Cost Optimization
- •Engineering Organization Scaling
How I Work
Core Principles
I start by understanding your business objectives, constraints, and culture before proposing solutions. Most operational problems aren't pure technology problems.
Every technical decision is evaluated against ROI, strategic alignment, and real-world constraints. Elegant architecture means nothing if it doesn't improve P&L.
I focus on solutions that work in the real world, balancing ideal architecture with practical constraints. Ship iteratively, measure results, improve continuously.
Success is measured in business results: revenue growth, cost savings, time-to-market, team productivity. Not lines of code or technology buzzwords.