Case studies

Work that moves revenue.

A selection of engagements from 12+ years architecting Quote to Cash for enterprise clients — each one measured by outcomes, not deliverables.

S&P Global

$1B+ Quote to Cash transformation

Role. Lead Solution Architect — Zuora’s largest professional services engagement at the time

Challenge. Two major business units were running on legacy quoting and billing infrastructure that couldn’t scale with the business.

Approach. Led the multi-year integration of a new SaaS Quote to Cash system across both business units — owning requirements, architecture, C-suite alignment, and delivery cadence throughout.

$1B+

invoicing transactions through Zuora

10/10

implementation customer score

General Motors

Global subscription architecture at scale

Role. Principal Solution Architect

Challenge. A top global automaker needed a unified, global architecture for connected-vehicle subscription services across markets.

Approach. Led global architectural workshops and strategic design sessions with client and delivery teams; supported migration execution onto the Zuora billing platform.

4M+

end subscribers migrated

$9.2M+

ACV across managed strategic accounts

Large eCommerce customer

Payment optimization that pays for itself

Role. Strategic Advisor / Principal Solution Architect

Challenge. The customer was losing revenue to involuntary churn caused by failed payments.

Approach. Analyzed payment processing flows end to end and advised targeted changes to retry logic, gateway configuration, and payment methods.

85→94%

payment acceptance rate

$300K+

saved per year

Zuora — new offering

Launching the Enterprise Solution Architect (ESA) offering

Role. Co-architect of the offering

Challenge. Zuora’s install-base enterprise customers needed ongoing, enterprise-grade architectural support that didn’t yet exist as a product.

Approach. Helped architect and launch the ESA offering, and built internal assets — the System Performance Review and New Feature deck — now standard across the ESA/TAM organization.

$12M+

ARR as of Dec 2024

55+

architects using the internal assets

Zuora — Order to Revenue Strategy

Voice of Customer, product strategy at scale

Role. Solution Manager / Outbound Product Manager (2025–present)

Challenge. Zuora’s largest customers needed a direct line between their Order-to-Revenue needs and the product roadmap — including clarity on AI initiatives.

Approach. Serve as Voice of Customer within Product & Technology: leading roadmap prioritization and QBRs, running 30+ AI-strategy and roadmap sessions with client CIOs and CFOs, managing marquee product engagements — including a multi-year feature-delivery journey with one of the largest gym companies — guiding 100+ customers on the OTR stack, and delivering two internal AI agents (Glean) for escalation support and engagement tracking.

70+

customers engaged — incl. Vimeo, Gartner, Twilio

$3.2M

ACV influenced across strategic accounts

Pre-sales architecture

Architecture that closes deals

Role. Pre-sales Solution Architect

Challenge. Strategic pursuits needed technical viability validated — and customer confidence earned — before signature.

Approach. Delineated project scope, verified technical viability, and presented architecture that gave buyers the confidence to execute — including a $200K Capital One contract and a major security-services renewal.

$1M+

new revenue in under a year

$1.3M

renewal secured

Recognize these patterns?

They repeat across industries. If any of this resonates, I’m always glad to connect and trade notes.

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