What I Do
I have been described as a “fixer”. I help organizations and business owners tackle growth challenges, clarify strategy, and navigate critical inflection points with confidence.
I work inside your business to identify where revenue breaks and implement the operating structure required to fix it. This is not advisory in the traditional sense. It is intervention.
- Diagnose revenue leakage across the funnel
- Rebuild forecasting and pipeline discipline
- Align marketing, sales, and customer success to revenue accountability
- Install a weekly operating cadence tied to measurable outcomes
If you’re ready to move beyond incremental change and pursue meaningful, scalable growth, you’re in the right place.
When to call me
You bring me in when:
- Forecasts are consistently wrong and lack credibility
- Pipeline volume is high but conversion is weak
- Missed forecasts, weak pipeline coverage, low conversion
- Enterprise deals stall late-stage or slip repeatedly
- Stalled ACV growth, long sales cycles, no enterprise motion
- Growth slows post-acquisition despite strong expectations
- Marketing, sales, and customer success operate without revenue alignment
If these conditions persist, the issue is not effort. It is operating discipline and GTM design.
About Joseph
Executive Advisor who helps recognize the business patterns, operational risks, and strategic opportunities that often get lost in the day-to-day rush of running a company. My experience spans:
- Leading revenue, marketing, and business units across North America, EMEA, and APAC
- Scaling SaaS and vertical software businesses
- Guiding founders through strategy resets, GTM pivots, and operational redesigns
- Aligning sales, marketing, and operations around a single source of truth
- Supporting exits, turnarounds, and market expansion
With over 30 years leading sales, marketing, and business transformation across SaaS, cybersecurity, vertical software, and regulated markets, I bring practical, execution-focused guidance — not theory and not “consultant speak.” My approach is simple:
Identify what matters. Simplify the plan. Execute with discipline. Deliver results you can measure.
My work is grounded in a belief that growth comes from focus — the right strategy, executed consistently, reinforced with clear metrics, and supported by teams that understand their purpose.
I’m candid, direct, and evidence-based. I don’t tell leaders what they want to hear. I tell them what the numbers and patterns reveal — and I help them act on it.
How I Help through Core Engagements
I am a fixer. Problem-solving – working with leadership teams to implement changes vital to commercial and economic health in sales and marketing. I partner with leadership teams to solve complex challenges and drive commercial and economic success in sales and marketing. By aligning solutions with evolving business needs, I provide guidance across corporate strategy, business transformation, and digital innovation. Whether you’re seeking a roadmap for growth or a plan for lasting impact, I help turn vision into results.
90-Day Revenue Stabilization Plan
I help leaders find and unlock growth when markets are crowded, regulated, or stalled.
What I do
✔ Fix pipeline quality, conversion, and forecast accuracy
✔ Diagnose revenue leakage, attrition, and pricing inefficiencies
✔ Reframe value propositions for competitive differentiation
✔ Design and operationalize go-to-market strategies (enterprise, SaaS, PLG, hybrid)
✔ Increase ACV through cross-sell, upsell, and portfolio rationalization
Who needs this
✔ CEOs and Boards of B2B SaaS, cybersecurity, and vertical software firms
✔ Private equity–backed companies pre- or post-investment
✔ Business units under pressure to grow without adding headcount
The proof
✔ 24% revenue growth as Managing Director
✔ 14% ACV lift through account “truing” and cross-sell
✔ 22% sales productivity gains through integrated sales/marketing ops
Commercial Due Diligence + 100-Day Plan
This is a signature strength: fixing broken commercial engines.
What I do
✔ Align sales, marketing, product, and operations around a single growth narrative
✔ Redesign demand generation and lead qualification models
✔ Improve pipeline integrity and forecast accuracy
✔ Introduce modern RevOps discipline without bureaucracy
Who needs this
✔ Scaling SaaS firms with tension between sales and marketing
✔ Mature companies stuck with legacy sales motions
✔ New executives inheriting misaligned teams
My edge
✔ Xerox sales discipline + HP brand/marketing rigor
✔ Hands-on leadership across both sales and marketing at scale
✔ Credibility with CROs and CMOs alike
Executive & Board Advisory (Strategic Sounding Board)
I act as a thinking partner for senior leaders, not a consultant with slides.
What I do
✔ Pressure-test strategy and execution plans
✔ Advise on org design, leadership alignment, and role clarity
✔ Help executives navigate political, regulatory, or market complexity
✔ Provide independent perspective during transitions, M&A, or restructuring
Who needs this
✔ CEOs stepping into new or turnaround roles
✔ Board chairs needing an external, experienced voice
✔ Founders scaling beyond early-stage instincts
Why me
✔ Former VP and Managing Director with full accountability
✔ Comfortable in boardrooms, regulators’ offices, and executive war rooms
✔ Trusted, direct, and pragmatic—not theoretical
Why Work With Me
✔ Hands-on, not theoretical — I roll up my sleeves and help you execute.
✔ Candid and objective — you get the truth, backed by data, patterns, and experience.
✔ Holistic perspective — insight across sales, marketing, operations, and finance.
✔ Experience across company stages — from early-stage SaaS to mature SMBs.
✔ Measurable outcomes — every recommendation connects to growth, resilience, or efficiency.
I operate as an external lens — independent, unbiased, and focused solely on your long-term success.
What I See Most Often
* Overstated pipelines masking revenue risk
* Misaligned KPIs across teams
* Early churn signals buried inside dashboards
* Growth projections disconnected from operational reality
* Lack of accountability or inconsistent definitions of success
* Market shifts that leaders don’t recognize early enough
These aren’t failures — they’re patterns. Once identified, they can be corrected quickly and effectively.
A Few Examples
Corrected a 40% revenue over-forecast by identifying pipeline inflation and resetting opportunity criteria — protecting investor confidence and supporting a successful raise.
Reduced unsustainable attrition by identifying operational and leadership pattern issues causing turnover.
Rebuilt GTM alignment between sales and marketing, improving conversion rates and shortening cycles.
Guided a founder through an exit preparation, ensuring growth metrics were credible and scalable.
How I Work With Founders
My advisory style is grounded in:
* Pattern Recognition — spotting trends others miss.
* Evidence-Based Insights — no opinions without supporting data.
* Micro-Wins — small, fast, measurable improvements that build trust and momentum.
* Straight Talk — respectful, candid feedback delivered with clarity.
* Shared Accountability — progress we measure together.
Latest Insights
My LinkedIn page contains thoughts, comments, and/or expressions that are my opinion of social issues or issues related to my professional career. They do not represent the views of any of the companies or organizations that I have worked for, work at, provide consulting services for, or any organizations / groups that I belonged to – in my professional and personal life. Blogs and articles on my LinkedIn page.
Let’s Talk. Book your revenue diagnostic.
If you’re facing a growth challenge, preparing for a strategic shift, or simply need an experienced outside perspective, I can help.
Reach out and let’s start a conversation.