for Fintech
You’ve invested in Salesforce and other tools, but the ROI isn’t there. Workflows are clunky, reporting is unreliable, and AI feels like a buzzword — not a real part of your operations. It’s not scaling with you — it’s slowing you down.
Sales, support, and onboarding all run on separate tools or processes — with no shared visibility or accountability. Clients feel the chaos, and internal teams burn out trying to hold it together manually.
Incidents are resolved inconsistently, escalations lack structure, and MTTR is too high. Without a unified escalation framework, your team is always firefighting — and clients lose trust quickly.
You’ve merged or acquired another team, your tools and processes haven’t caught up. Multiple CRMs, duplicated workflows, and unclear roles are creating friction where you expected efficiency.
With the Functional Technology Framework®, we bring structure, reduce risk, and create scalable systems that last —through a clear, three-stage approach.
Assess & Align
We start with a focused discovery: I evaluate your existing systems and operations to identify where technology, people, and processes are out of sync. Together, we align on business priorities and define what “working” should actually look like.
Strategic roadmap tailored to your growth stage and operational gaps
Architect & Activate
We design and implement the systems, workflows, and integrations needed to fix what’s broken and unlock scalable performance — from support infrastructure and incident management to Salesforce optimization and cross-team visibility.
Functional, measurable improvements delivered with speed and clarity
Stabilize & Scale
Once the core systems are running smoothly, we shift to stabilizing operations, documenting process, and training your team. From there, I can continue as a strategic advisor — or help transition responsibilities to an internal leader.
Sustainable operational systems with or without me in the long term
Ready to get started?
WHY A FRACTIONAL CTO?
Executive Leadership, Fractional Cost
Access seasoned executive leadership at a fraction of the price of a full-time CTO — ideal for companies not ready for a $300K+ permanent hire.
Need Salesforce architecture, AI/ML strategy, post M&A tech integration, or customer operations leadership? A fractional CTO brings targeted expertise when you need it most.
Scale your engagement up or down based on your business needs — without long-term contracts, equity negotiations, or overhead.
Hiring the wrong full-time CTO is costly and disruptive. A fractional engagement lets you test fit, build momentum, and evolve the role as your business grows.
We provide three services, each leveraging the Functional Technology Framework®—you choose the depth, pace, and commitment.
Engagement
Fractional CTO for 10 hrs/week:
Tech strategy, systems mapping, vendor management and team leadership, with agile execution in a 3-month high-impact sprint
Consultation
Half-Day Strategy Session:
A 4-hour deep dive to clarify tech priorities, uncover blind spots, and deliver a custom 6-month action plan — with prep included
Advisement
Long Term CTO Advisor:
6-month strategic advisement with quarterly planning, bi-monthly sprint planning calls, support, and access to SOPs
Get started today!
Over nearly two decades, I’ve led global customer support and technology operations at a capital markets fintech company that grew from $10M to $100M in revenue — while transitioning from a desktop software model to a modern SaaS platform. As Senior Vice President of Global Support Operations, I was responsible for designing and leading the systems that supported that growth — from Salesforce architecture and AI integration to post-merger support team unification and incident management strategy.
My strength lies in identifying where people, processes, and technology are misaligned — and then creating the operational structure to bring them into alignment. I’ve built global teams, unified fragmented tools, and implemented scalable workflows across sales, support, and customer operations. I understand the stakes when clients are demanding answers and internal teams are struggling to respond — and I know how to build integrated solutions that make those moments rare and manageable.
I founded Qnèctra to bring this same level of depth and leadership to growing fintech companies navigating complex transitions — from SaaS evolution to Salesforce optimization to post-sale chaos.