Hello, I’m Travis Ramsey.
I help SaaS companies design and operate scalable revenue and billing systems.

SERVICES PROVIDED

Senior-led advisory engagements focused on revenue accuracy, operational efficiency, and long-term system health—typically delivered as a focused assessment, a practical architecture roadmap, and execution support where needed.

Revenue & Billing Systems Assessment

Evaluate how the business sells, bills, and renews—from lead capture through cash. Identify architectural gaps, process friction, and risk across CPQ, contracting, billing, subscriptions, and payments.

Salesforce Revenue Architecture & Roadmap

Design a clean, scalable Salesforce-centric architecture aligned to the business model. Covers data models, automation, integrations, and governance across quoting, contracting, billing, renewals, and usage-based flows.

CPQ, Contracting & Deal Flow Design

Simplify quoting and contracting while preserving flexibility. Improve pricing logic, approvals, document generation, and downstream data quality for finance and operations.

Billing, Payments & Finance Integration Strategy

Design reliable billing and payment workflows—native or integrated with platforms like Stripe, QuickBooks, or custom finance systems—ensuring accuracy, auditability, and scale.

Automation & AI Enablement

Where it adds real value, introduce automation and AI into revenue and finance workflows to reduce manual work, improve data quality, and support better decision-making inside existing systems.

Implementation Oversight & Fractional Leadership

Provide senior architectural oversight through delivery. Help teams make tradeoffs, align stakeholders, govern vendors, and execute with confidence as the business scales.

WHY INDEPENDENT ADVISORY

Many companies don’t need a large systems integrator. They need an experienced architect who understands how revenue actually works and can design systems that hold up under growth, complexity, and change.

I am platform-neutral and not tied to selling software or staffing delivery teams. My focus is on durable architecture, clean data, and operational clarity that supports finance, sales, and leadership over time.

EXPERIENCE HIGHLIGHTS

End-to-End Revenue Platforms

Architected and operated Salesforce-centric revenue systems covering quoting, contracting, billing, payments, renewals, subscriptions, and customer operations.

Operator-Level Perspective

Built and ran these systems for my own businesses as well as companies including WeWork, Handy, and eBay—bringing a practical understanding of what works at scale.

Deep Salesforce & Integration Expertise

Extensive experience across Salesforce clouds with strong fundamentals in data modeling, automation, APIs, and integrations with external systems.

Regulated & High-Stakes Environments

Designed and governed platforms deployed in regulated and HIPAA-compliant contexts, with a focus on security, reliability, and long-term maintainability.

Proven Builder & Seller

Founded, scaled, and sold both a Salesforce consulting firm and a Salesforce apps business following sustained customer adoption and strong reviews.

CONTACT TRAVIS RAMSEY