SaaS Business Consultant

Julien Schwartzmann

(0)

Starting at

/hr

About this service

Summary

As a seasoned professional, I've held a variety of roles, including software developer (2012-2013), sales representative (2015-2018), technical pre-sales consultant (2018), customer success manager (2019-2020), project manager (2015-2021), product manager (2018-2024), and general manager (2017-2018). This diverse experience has equipped me with a deep understanding of the intricacies of B2B SaaS operations.

This wide range of experience has provided me with an invaluable experience in knowing what works and what does not work in various departments of a technology company, what are the inter-dependencies and processes between the different teams, what are typical best practices we can apply for a more efficient organization.

I'm adept at conducting comprehensive reviews of business operations, identifying areas for improvement, and implementing effective solutions.

Process

A full 360 review of your business operations will include the below deliverables:

✅ Analysis of your current processes, sales toolkit and incentives, product roadmap, software development practices, customer success approach and other critical business aspects

✅ Structured digest of interviews with internal team members, including key insights, anonymous verbatims and key overarching themes surfacing from those discussions

✅ Review of any quantifiable metrics your business is currently tracking - whether it is CAC (Customer Acquisition Cost), CLTV (Customer Lifetime Value), NPS (Net Promoter Score) , Leads to Win ratios, velocity / story points, etc.

✅ Final deliverable including key recommendations based on a mix of observations and personal best practices seen at various companies

By leveraging my strategic thinking, problem-solving skills, and deep understanding of the technology industry, I can help your B2B SaaS business achieve optimal efficiency, growth, and customer satisfaction.

What's included

Review / audit of your processes and practices
Analysis of your current processes, sales toolkit and incentives, product roadmap, software development practices, customer success approach and other critical business aspects
Perform qualitative interviews
Structured digest of interviews with internal team members, including key insights, anonymous verbatims and key overarching themes surfacing from those discussions
Analyse key business data
Review of any quantifiable metrics your business is currently tracking - whether it is CAC (Customer Acquisition Cost), CLTV (Customer Lifetime Value), NPS (Net Promoter Score) , Leads to Win ratios, velocity / story points, etc.
Recommend key actions and next steps
Final deliverable including key recommendations based on a mix of observations and personal best practices seen at various companies

Example projects