Embedded Technology Leadership for a Scaling IT Sales Organization

A growing IT sales organization helping managed service providers launch and scale had outgrown its tooling. The sales team relied on disconnected spreadsheets, manual data entry across multiple platforms, and tribal knowledge to manage deals, onboarding, and partner relationships. Leadership had limited visibility into pipeline health, attribution, or financial performance.

The company didn't need a one-time project or a consultant with a slide deck. They needed a technical partner who could own their entire technology strategy, build the systems, lead a team, and evolve the architecture as the business grew — someone who could sit at the leadership table and ship production software, not just advise.

As an embedded technical partner, we built and continue to evolve:

• Role-Based Portals: Custom Next.js applications giving agents, partners, customers, and internal operations each a tailored experience — deal pipeline views, prospecting tools, user provisioning, approval workflows, and finance operations behind SSO and RBAC.
• Integration Layer: Python-based automations connecting CRM, cloud workspace, accounting, prospecting, and communication platforms via webhooks with structured logging, retry logic, and alerting.
• Real-Time Dashboards: Performance KPIs, pipeline health, attribution metrics, and financial reporting with filtered exports and scheduled Slack digests.
• Automated Financial Workflows: Quote-to-invoice-to-payment pipeline with reconciliation helpers, GL tagging, and A/R tracking.

Beyond building, we manage the development team, run sprint planning, and partner directly with the CEO and sales leadership to continuously align the technology roadmap with business priorities.