RevOps · Finance · AI-enabled execution

Strategy. Growth.
Delivered.

Working with executive teams to accelerate enterprise value through disciplined commercial and sales operations improvement — connecting sales execution directly to EBITDA, margin, and cash.

From diagnosis to delivery

A clear, data-backed view of the sales engine — identifying revenue leakage, margin erosion, growth constraints, and immediate value creation opportunities.

Focus extends beyond diagnosis into practical recommendations and hands-on implementation. Underperforming or fragmented Go-To-Market functions are transformed into scalable, data-led revenue engines.

Capability combines strategic thinking with hands-on delivery across RevOps, Finance, and technical execution — including data analytics, reporting, and AI-enabled solutions.

Core areas of value

Where the work moves the P&L

Revenue Engine & Pipeline Discipline

ICP, segmentation, product-market fit, stage definitions, conversion metrics, and forecasting — built around revenue and margin outcomes.

Demand Generation

A repeatable engine across inbound, outbound, and partnerships, with clear cost-per-lead and acquisition benchmarks.

Sales Process & Execution

Methodology, qualification, proposal governance, pricing discipline, and CRM adoption — for consistent win rates and margin control.

People, Performance & Productivity

Benchmarks on revenue per rep, quota attainment, ramp. Team design, coverage, incentives aligned to commercial behaviour.

Forecasting, Data & Technology

Structured forecasting, pipeline inspection, CRM architecture, data integrity — a single source of truth with actionable insight.

Commercial Performance & Lifecycle

Visibility on CAC, LTV, payback and segment margin. Retention, churn, and expansion strategies that turn growth into cash.

avex9 AI Platform

Real-time commercial intelligence, built in.

A multi-tenant analytics and RevOps platform that turns CRM, finance, and operational data into the numbers leaders actually run the business on — gross margin by consultant or product, pipeline health, cash conversion, and forecast risk.

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Ingest

CRM & Finance connectors

Automated ingest from your CRM and finance systems — contracts, accounts, invoices, journals — reconciled against the GM ledger.

Model

Gross Profit lens, not revenue lens

Ledger built around Gross Profit with explicit unallocated balancer — so every dollar reconciles to the P&L.

Analyst

Persona-aware chat & reporting

Ask natural-language questions across your data; canonical routing for GM, pipeline, and performance questions.

Govern

Multi-tenant, tenant-isolated

Row-level isolation across tenants with org-scoped data, audit trails, and role-aware access.

Proven outcomes

Numbers, not narratives.

15% → 9%

Margin expansion via comp restructure

Cost of sales reduced from 15% to 9% of revenue through redesigned commission frameworks.

27% → 46%

GP margin YoY

Workforce restructuring and GTM redesign while growing total Gross Profit.

+30%

YoY Gross Profit growth

Delivered through targeted commercial strategy and execution — a scalable platform for continued expansion.

Cash flow discipline

Organisational restructuring aligning cost base and capacity to revenue and cash — predictable cash position.

Government & enterprise pricing

Pricing strategy across Government and Enterprise panels — new client acquisition, retention, and improved contract economics.

Data transformation

Centralised, automated BI frameworks replacing fragmented reporting — KPI accountability and real-time decisions.

Engagement models

How we work together

01

Assessment & Diagnostics

Thorough analysis of business performance, operational structures, financial health, and data integrity. Strategic needs assessments, efficiency reviews, and gaps in process and reporting.

02

Implementation Planning

Fit-for-purpose strategies, commercial frameworks, and operating models. Program design, financial structure realignment, reporting upgrades, and capability-building.

03

Execution Partnership

Hands-on partnership to embed change — launching commercial models, restructuring operations, enabling data-led decision-making, removing blockers, driving accountability.

04

Succession & Ongoing Support

Sustainable leadership handovers, operating rhythms, continuous improvement. Ongoing oversight, mentoring, and refinement of reporting tools to ensure continuity.

Get in touch

Let's talk numbers.

Carrying a margin, forecasting, or RevOps problem you'd like a sharper view on? Send a note — replies typically within a business day.

All enquiries route to neil@avex9.com