Product Marketing · Fixed-Scope Projects

For B2B SaaS companies selling into the office of the CFO.

The CFO is buying more software than ever — and most vendors have no idea how to talk to them. I help B2B SaaS companies close that gap: positioning that earns financial buyers' trust, competitive intelligence that reflects how they actually evaluate solutions, and messaging that speaks their language. Delivered as focused projects, with no full-time hire.

Let's talk → See the offers

What I Do

Four fixed-scope projects.

Clear deliverables, a set timeline, and a fixed price. Most clients start with the diagnostic and decide from there.

Messaging Diagnostic Start here

$495 · About one week

A senior read on how your website and messaging land with finance buyers. I review your positioning against two competitors, give you five specific recommendations, and walk you through them on a 30-minute call. If you go on to a positioning sprint within 30 days, the full fee is credited.

Finance-Buyer Positioning Sprint

$3,500 · Three to four weeks

Most companies can describe what their product does. Few can say why it wins with a CFO. This sprint covers a messaging audit, a three-competitor review, a positioning statement, value propositions for the CFO, controller, and finance ops, a messaging framework, and a rewritten homepage headline.

Competitive Battlecard Pack

$1,500 · Two weeks

Two or three battlecards your sales team will actually use, with objection handling and talk tracks for the moment a prospect says, "we're also looking at X."

Launch Messaging Kit

$2,500 · Two to three weeks

Everything a small team needs to launch without a dedicated PMM: launch messaging, a product page draft, a one-pager, sales talking points, and announcement copy.

Agencies: I also take white-label product marketing projects for agencies whose clients sell software to finance teams.

Who This Is For

Post-seed, Series A.
Ready to grow.

Post-seed and Series A B2B SaaS companies that have found product-market fit and are ready to grow — but aren't ready to bring on a full-time PMM yet.

If your buyers are CFOs, controllers, VPs of Finance, or finance operations leaders, we're probably a good fit. I understand that world: how financial buyers evaluate software, what earns their trust, and what kills deals before they start.

If you're pre-product or still searching for PMF, I'm probably not the right call yet. Come back when you know what you've built.

How It Works

Start small.
Build from there.

Start with the diagnostic

A $495 review of your messaging and two competitors, with five specific recommendations. You see how I think before committing to anything bigger.

Go deeper with a fixed-scope project

A positioning sprint, battlecards, or a launch kit. Each one has a defined deliverable, a timeline, and a fixed price, with one revision round included.

Add a follow-on only if it's useful

No retainers, no long-term commitment. If the first project works, the next one starts where it left off.

About

The PMM with a finance degree and battle scars from both sides of the table.

I'm a product marketing director with 20 years building and running marketing functions at B2B SaaS companies — often as the first person in the seat.

I've worked across industries where the buyer is sophisticated, the product is complex, and the stakes are high: revenue technology, financial operations, aviation, insurance, performance management, and recruiting. I get fluent in technical domains quickly and know how to translate difficult products into language that earns the trust of demanding buyers.

My background spans the full marketing function — positioning, competitive intelligence, sales enablement, content, demand generation, ABM, and product launch. I also hold an MBA with concentrations in finance and marketing, which comes in handy when your buyers happen to be the people running the financial close.

I use AI throughout my workflow — not as a shortcut, but to move faster, go deeper, and deliver more than a solo consultant typically can. I'm also building Fieldwork, a competitive intelligence tool purpose-built for PMMs.

Based in Colorado. Working remotely.

Get In Touch

Ready to talk?

No obligation, no deck required. Just a quick note about where you are, what you're trying to do, and whether I can help.

✓ Message sent. I'll be in touch within a day or two.