With a proven track record as a Chief Revenue Officer (CRO), SaaS growth consultant, and investor, I specialize in helping SaaS companies achieve scalable, predictable revenue growth through enterprise sales strategies.

Having served as CEO, COO, and CRO across global tech and consulting sectors—including cybersecurity, telecommunications, and retail—I bring a unique blend of leadership experience and operational expertise. I leverage data-driven insights, advanced CRM tools (e.g., Salesforce, HubSpot), and tailored sales strategies to shorten sales cycles, increase win rates, and unlock new revenue opportunities.

My passion lies in partnering with SaaS companies to:

Refine and scale go-to-market strategies for enterprise sales.
Penetrate new markets and close complex, high-value B2B deals.
Empower sales teams through hands-on coaching, real-time feedback, and custom workshops.

Collaboration is at the heart of my approach. I build cohesive, high-performing teams by fostering a culture of continuous learning, open communication, and mutual respect. Through my fractional leadership and targeted coaching, I enable companies to exceed revenue targets, secure long-term client relationships, and achieve sustainable growth.

Whether you’re a SaaS startup looking to scale or an established firm aiming to break into new territories, I can help you unlock your next phase of growth. Let’s connect and explore how I can support your success.

Joshua Behar

Atlassian

Senior Principal Architect

Salesforce

As a pre-sales Enterprise Architect, I partnered with Salesforce customer CxOs and LOB leaders to create architecture blueprints and roadmaps, delivering significant value for shareholders, customers, and employees. I led digital transformation initiatives for over 40 companies.

𝗞𝗲𝘆 𝗖𝗼𝗻𝘁𝗿𝗶𝗯𝘂𝘁𝗶𝗼𝗻𝘀:
𝟭. 𝗧𝗿𝘂𝘀𝘁𝗲𝗱 𝗔𝗱𝘃𝗶𝘀𝗼𝗿
• 	Led EA engagements for top strategic customers to close multi-million-dollar deals (>$30 million/year).
• 	Conducted C-suite interviews, business model canvasing, and capability gap analysis.
•	Delivered executive presentations, showcasing future state architecture and business value realization.
𝟮. 𝗧𝗵𝗼𝘂𝗴𝗵𝘁 𝗟𝗲𝗮𝗱𝗲𝗿
•	Designed workshops on Data Strategy, Governance, Multi-Org Strategy, Application Rationalization, and Business Model Canvasing.
𝟯. 𝗧𝗲𝗰𝗵𝗻𝗶𝗰𝗮𝗹 𝗣𝗮𝗿𝘁𝗻𝗲𝗿
•	Maximized customer value from Salesforce products (Sales, Service, Marketing, Revenue Cloud, Data Cloud, MuleSoft, Quip, Einstein).
•	Optimized processes around Lead, Account, Opportunity, Forecast, Community Management, and Revenue lifecycle, resulting in higher opportunity close rates and size, forecast accuracy and customer engagement.
𝟰. 𝗣𝗿𝗼𝗴𝗿𝗮𝗺 𝗠𝗮𝗻𝗮𝗴𝗲𝗿
•	Coordinated internal teams and partnered with solution providers.
•	Aligned with VC, PE firms, and C-suite executives to ensure seamless execution of strategic initiatives.

Principal Enterprise Architect

Edelman Financial Engines

As a Salesforce Enterprise Architect, my primary goal was to lay the foundation of Salesforce Financial Services cloud (FSC) and architect the business processes in a scalable way to help the business generate more revenue by adding value for the advisors and customers. 

To achieve this I: 
•  Defined the enterprise architecture including the application roadmap, business capabilities and application rationalization by leveraging best practices from the TOGAF framework.
• Played a pivotal role in getting our Salesforce implementation highlighted in DREAMFORCE, by being one of the top 5 Salesforce customers to have innovative implementations.
• Designed an efficient prospect call back mechanism that reduced the new prospect response time from 2 days to 2 mins and led to $54M of additional asset inflow within 3 months of launch.
• Increased advisor productivity, Opportunity close rates and size, prevented Lead drop-offs during handoff, resulting in $183M of additional asset inflow.
• Leveraged Copado for release management process to automate deployments and enable capabilities for users quickly.
• Reduced tech debt by prioritizing the use of process builder, flow and other no/low code solutions.
• Achieved SOX and privacy compliance with Salesforce shield.
• Established the integration foundation by setting up MuleSoft platform and AWS infrastructure.
• Revamped the UI by moving to Lightning & implementing Lightning Web Components (LWC).
• Led application rationalization, process unification and data migration through multiple company mergers.
• Ensured Seamless data backup with solutions such as Odaseva.
• Established & stewarded enterprise wide Architecture Governance Board.
• Mentored engineers, leads and other architects.

Senior Enterprise Architect

Appirio

As a Salesforce Partner, I got to deliver end to end Salesforce implementations for more than 30 customers. I engaged with our customers in many different roles such as:
1. Salesforce Architect: Frequently worked with C-Level executives and business stakeholders in making decisions around Buy vs Build, short/long term strategic roadmap, transition plans, suggesting industry best practices. Worked on Sales, Service and Experience cloud.
2. Integration Architect: From building and integrating standalone SOAP, REST API webservices to leveraging integration platforms such as Informatica, Boomi and Mulesoft.
3. Data Migration Lead: Migrating large data volumes over 100 million, orchestrating the sequence of load. Identifying bottlenecks in data processing and optimizing for production runs.
4. Release Management Architect: Using Change Sets, Ant packages and Jenkins.
5. Developer: Maintaining the balance between configuration(Validation Rules, Workflows, Flows & Process builders) and coding(APEX & visualforce)

Technical Architect

Cisco Systems (TCS Vendor)

•Worked on performance initiatives to optimize informatica, salesforce & oracle queries for large data volume. Achieved performance improvements by reducing execution time by up to 70%.
• Achieved 80% reduction in support cases by implementing automated data reconciliation processes.

Integration Engineer

𝗖𝗮𝗻 𝘆𝗼𝘂𝗿 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗯𝗲𝗻𝗲𝗳𝗶𝘁 𝗳𝗿𝗼𝗺 𝗮𝗻 𝗮𝗿𝗰𝗵𝗶𝘁𝗲𝗰𝘁 𝘄𝗵𝗼 𝗮𝗹𝗶𝗴𝗻𝘀 𝘁𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆 𝘄𝗶𝘁𝗵 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗴𝗼𝗮𝗹𝘀?
Hi, my name is Saumya Dash and I am a Principal Enterprise Architect with over 15 years of experience leading high-stakes engagements and developing architecture blueprints that drive significant value creation for customers. Partnering with CxO-level leaders, I secure multi-million-dollar deals by aligning business strategies with technology roadmaps using TOGAF best practices. My unorthodox approach emphasizes deep listening and tailoring solutions to clients’ unique needs, ensuring they are not only technically robust but also culturally aligned.

I make complex ideas accessible and engaging. I’ve helped showcase our innovative Salesforce implementations at industry-leading events like DREAMFORCE.

𝗞𝗲𝘆 𝗔𝗰𝗵𝗶𝗲𝘃𝗲𝗺𝗲𝗻𝘁𝘀
𝙍𝙚𝙫𝙚𝙣𝙪𝙚 𝙂𝙧𝙤𝙬𝙩𝙝: Led strategic engagements influencing more than $𝟯𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 in revenue growth for our customers and $𝟱𝟬𝗺+  top line deals for Salesforce.
𝘾𝙤𝙨𝙩 𝙎𝙖𝙫𝙞𝙣𝙜𝙨: People, Process and Technology Optimizations leading to $𝟭𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 in savings.
𝙊𝙥𝙚𝙧𝙖𝙩𝙞𝙤𝙣𝙖𝙡 𝙀𝙛𝙛𝙞𝙘𝙞𝙚𝙣𝙘𝙮: Enhanced employee productivity by 𝟭𝟱-𝟯𝟬% through innovative solutions and best practices.
𝘼𝙨𝙨𝙚𝙩 𝙄𝙣𝙛𝙡𝙤𝙬𝙨: Increased asset inflows by approximately $𝟮𝟬𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 at Edelman Financial Engines through effective Salesforce implementation.

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