roles, skills, and stories

Rebuilding the subscription data model

The old hierarchical system had accumulated constraints around a business that had grown far beyond the product it was originally built for. This was causing major friction for both its users and the developers trying to maintain and enhance the business platform.

I led the product side of the move to a new associative model: understanding the architecture deeply enough to translate it into workflows, deciding what could be ugly-but-functional under a compressed timeline (18 months → 9), and helping customer-facing teams transition to a fundamentally different way of working.

One specific workflow enhancement came from eliminating a recurring manual calculation during quoting: I designed logic that automatically translates customer requests into valid line items so salespeople no longer have to calculate the splits by hand.

Changing how we discount

Volume discounts were applied automatically and poorly surfaced, making it easy for standard pricing to disappear before salespeople had consciously decided to discount.

Working with Sales leadership, I redesigned the quoting experience to make standard pricing the default and put discretionary discounting behind a deliberate choice.

Making account merges a product workflow

Account merges (a key opportunity for expansion) currently span spreadsheets, Salesforce notes, manual fulfillment work, and self-reported commission adjustments.

I’m leading the move to a native workflow that identifies merges during quoting, tracks the operational work, and recalculates renewal and commission relationships automatically.