Principal Consultant, Program Management Lead

Mary is a seasoned leader with over two decades of experience driving teams and programs to achieve measurable business outcomes across diverse industries. Renowned for her expertise in program management, business analysis, and process engineering, she excels in guiding projects from inception to successful completion and beyond.

Residing in Missoula, MT, Mary enjoys a vibrant family life with her husband and daughter. An outdoor enthusiast, she can often be found casting flies on the river, searching for her golf ball on a course, or exploring the mountains.

Certifications and Experience:

• Master of Engineering Degree - Healthcare Systems Engineering
• PMP (Project Management Professional) from the Project Management Institute
• CSPO (Certified Scrum Product Owner) from the Scrum Alliance
• PSM (Professional Scrum Master) from Scrum.org

Principal Consultant, Revenue Management Architect

Jill is a quote-to-cash architect with a proven track record in leading large-scale, transformative projects. Over her career, she's worked with clients across many industries and has also performed various implementation roles. Committed to delivering exceptional results, Jill consistently prioritizes customer needs and project objectives, ensuring seamless alignment between technology and business outcomes.

Outside of work, you can find Jill running on one of Missoula's trails or out in the nearby mountain ranges hiking.

• 6x accredited implementation professional in Salesforce, BillingPlatform, Stripe, and Logik.io

Principal Consultant, Revenue Management Architect

Patrick combines his expertise as a CPA and technologist to drive quote-to-cash transformations and automate revenue operations. His deep understanding of finance, revenue recognition, and operational workflows allows him to design solutions that bridge the gap between accounting and technology, streamlining financial processes and enhancing operational efficiency.

Patrick lives in Bellingham, WA, with his wife and their newborn daughter. In the winter, he seeks out powder turns while ski touring in the North Cascades and BC Coast Mountains and teaches avalanche education. Summers are spent exploring the Salish Sea, mountain biking, and riding motorcycles.

Certifications and Experiences:

• Certified Public Accountant
• Accredited Implementation Professional in BillingPlatform
• Salesforce Partner Innovation Award Winner

Principal Consultant, Project Management

Katie’s a project manager at heart with 15 years of professional project management experience. She has worked in the technology, healthcare and advertising industries managing a wide spectrum of projects. At the end of the day applying the “unteachable” project management soft skills is what helps projects succeed. She offers a steady, unflappable presence in high-pressure moments, a meticulous attention to detail, ease in communicating with everyone, and the honesty and transparency that help partnerships thrive.

Katie lives in the Atlanta, GA area with her husband, two kids and dog. She’s an avid runner and now runs most of her miles pushing the running stroller.

Certifications and Experiences:

• Small to enterprise-level quote-to-cash implementations
• Project Management Professional (PMP) Certification
• Masters of Business Administration

Principal Consultant, Revenue Management Architect

Lulu brings 15 years of experience in consulting, design, and architecture, with a specialized focus on Order to Cash. Having previously worked at industry leaders like Zuora and Salesforce, Lulu has developed deep expertise in billing and the subscription economy.  In her diverse career, she has held Solution Architect, Test Lead, Project Manager, and Python Web Developer roles.

Lulu’s unique combination of architecture, consulting, and technical expertise allows her to bridge the gap between customers, product owners, and engineering teams. Her ability to communicate complex ideas clearly has enabled her to drive value and lead successful projects in challenging environments.

Lulu lives in Denver, CO with her husband and new daughter.  She originates from London and, yes, you will often find her with a cup of tea in hand.  She loves skiing and hiking which is one of the main reasons for moving to Colorado.

Certifications and Experiences:

• 2x BillingPlatform, Zuora, Salesforce Certified

Principal Consultant, Director of Engineering

Evin Özer is an engineering leader with over a decade of quote-to-cash expertise spanning full stack engineering, QA automation, software development, and data engineering. His hands-on engineering background allows him to solve problems from multiple perspectives; whether architecting robust integrations, building test frameworks, or delivering analytics that guide strategic business outcomes.

Evin lives in Missoula, MT with his wife and their two cats. When he's not in office, you may find him dining on fine cuisine, traveling to exotic locations, or spending time with family in Bozeman, Billings, and Helena.

Certifications and Experiences:

• Bachelor's & Master's Degrees in Computer Science
• 10+ years as a Full Stack Engineer, QA Automation Engineer, Software Engineer, and Data Engineer
• Stripe Certified

Principal Consultant, Software Engineer

Stephanie is a technical leader who combines deep engineering expertise with strong communication skills, bridging the gap between business stakeholders and development teams. With extensive experience designing and building enterprise-scale solutions, she brings a unique mix of hands-on technical knowledge, problem solving, and the ability to align technology with business goals.

Based in Missoula, MT, Stephanie lives with her husband, two boys, and a dog. She loves being outdoors, often carrying a child or keeping them moving with the strategic use of gummy bears. Indoors, she channels her creativity into making cinnamon rolls and dinosaur costumes, sometimes simultaneously.

Certifications and Experiences:

• 4x accredited implementation and development professional in Salesforce, Stripe and Logik.io

Principal Consultant, Revenue Management Architect

Certifications and Experiences:

• 3x Salesforce Certified
• 2x Conga Certified
• Professional implementation experience in Salesforce CPQ, Billing, and B2B Commerce, as well as BillingPlatform, Conga and Aria Systems.

Principal Consultant, Revenue Management Architect

Billy is an architect in revenue management with over a decade of experience leading successful cloud billing implementations across the United States, Canada, Europe, and Australia. Throughout his career, he has served in diverse roles including implementation consultant, business analyst, architect, and internal team leader, driving best practices and bringing a well-rounded perspective to every project.

Customer-focused and delivery-driven, Billy is passionate about helping organizations optimize their quote-to-cash processes and ensure their technology investments directly support business goals.

Outside of the office, Billy enjoys life in his home state of Montana. He makes the most of Missoula’s beautiful summers, and when the weather turns cold, he can often be found traveling the world in search of new adventures.

Certifications and Experiences:

• Accredited implementation professional in BillingPlatform, Gotransverse, and Aria Systems.