Revenue Architecture · CRM · AI Agentforce

Your tech stack is costing you more than you think.

Most founders and revenue leaders are overpaying for tools they don't fully use, stitching together integrations that break, and building on architectures that can't scale. I right-size your stack and build revenue operations that actually work.

15+ Years Silicon Valley ↔ São Paulo Worldwide
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The Problem

You don't need more tools. You need the right ones — configured correctly.

You bought Salesforce. Then you added a CPQ tool on top. Then a billing platform. Then a renewal engine. Now you have five vendors, three consultants, and zero clarity on where revenue is actually leaking.

The problem isn't technology. It's architecture. Someone sold you the enterprise stack when you needed the startup one — or vice versa. And now every new hire spends their first month just figuring out how things are wired together.

What I Do

Right-size. Rebuild. Accelerate.

I help founders and revenue leaders stop wasting money on bloated tech stacks and start running lean, scalable revenue operations — all native on Salesforce.

Salesforce Architecture

Full CRM design and implementation. I build the foundation right the first time so you never have to rip and replace.

  • Org strategy & data model design
  • Sales Cloud + Service Cloud setup
  • Migration from legacy CRMs
  • Custom objects & automation

CPQ & Billing

Revenue operations design that eliminates manual quoting, billing errors, and renewal leakage. One data model, zero sync issues.

  • Quote-to-Cash automation
  • Subscription billing & renewals
  • Revenue recognition setup
  • Replace or consolidate existing CPQ

AI Agentforce

Autonomous revenue systems that handle the repetitive work so your team can focus on closing. The future of RevOps, now.

  • AI agent design & deployment
  • Autonomous renewal processing
  • Intelligent lead routing
  • Predictive revenue forecasting
Go-Live in Weeks, Not Months Zero Sync Clicks, Not Code
Tech Stack Right-Sizing

Stop paying for what you don't need. Start using what you have.

Most companies I audit are paying for 3–5 redundant tools that do what Salesforce can already do natively. Others are trying to run enterprise processes on startup tools that were never built for their scale.

I do a full audit of your revenue tech stack and give you a clear, honest roadmap: what to keep, what to kill, what to consolidate, and what to build. No vendor bias. No upsell. Just architecture that matches your actual business.

The result: fewer tools, lower costs, faster workflows, and a team that actually understands how everything connects.

15+
The Track Record

From Embraer to Silicon Valley.

15+ years building revenue systems for the world's most demanding companies and leaders.

Silicon Valley São Paulo Global VARs Enterprise
2021–Now
Co-Founder & COO
SAASTEPS — Revenue Lifecycle Management, 100% Salesforce Native
2018–19
Sr. Technical Architect
CloudOne+ CRM Consultants
2017–18
Sr. Corporate Fraud Investigator
Embraer
2013–17
Business Manager — Executive Jets
Embraer · $1.1Bi/yr in deals · Sole owner of sales commission calculations · CRM & sales training for global teams
2010–13
Intern → Sales Proposals & Contracts
Embraer Executive Jets · Reporting directly to the board by 2018
Who I Work With

Selective. Global. By Referral Only.

CEOs & COOs
Revenue transformation
UHNWI
Private wealth operations
RevOps Leaders
Scaling with precision
Remote Global By Referral
Ready to Fix Your Revenue Operations?

Let's Talk.

Book a 15-minute call. No pitch — just clarity.

Book Your Free Consultation
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