Drew Lambert
I build revenue architecture because I have been the operator who needed it most.
Since 2018 I've architected revenue systems for 150+ organizations—from managed services providers to a $100M+ Series C startup in Boston—solving the problem every operator faces: making revenue data trustworthy before the board asks hard questions.
Revelate Operations exists to give founders the partner I needed when I was in the seat: someone who knows the work, tells uncomfortable truths, and leaves documentation that survives the handoff.
Founder
Drew Lambert
Most working sessions still start with a notebook full of architecture diagrams and operator checklists.
Why Revelate exists
Every high-growth chapter came with the same pattern: end-of-month scramble, systems disagreeing, and a board meeting looming. I started Revelate to give leaders space to breathe by engineering the systems underneath the numbers.
My work blends finance discipline with product curiosity and operator empathy. It's less about selling new platforms and more about aligning definitions, cleaning up architecture, and coaching teams through the change.
01
Operators deserve operators
I have sat in the seat, owned the targets, and defended the forecasts. Revelate exists so growth-stage teams get an advisor who has already pulled the levers they are wrestling with.
02
Revenue truth should be shared
When finance, RevOps, and product see different numbers, momentum dies. I started this practice to rebuild shared definitions so numbers travel cleanly across systems.
03
Documentation is the deliverable
Every engagement ends with the playbooks and rationales the internal team needs. No black boxes, no mystery configurations—just clarity the team can maintain.
How Revelate shows up for operators
This is the short list I share with founders when they ask what makes the work different from a traditional consulting engagement.
Revenue architecture resets
Brownfield redesigns for Series B SaaS teams with $10-50M ARR. We repair the stack you already rely on instead of pitching a re-platform.
Systematic discovery
Mapping Salesforce, NetSuite, data warehouses, and integration layers before a single change is shipped so nothing breaks downstream.
Root cause architecture
Tracing noisy ARR reporting back to conflicting definitions, brittle integrations, and manual handoffs—then engineering the fixes that stick.
Measured outcomes
Every project anchors to quantifiable results: hours recaptured, leakage avoided, governance tightened, and board-ready reporting restored.
Capability breadth: From Series B SaaS to nonprofit foundations
Client testimonial
While my primary focus is Series B SaaS revenue operations, my technical capabilities span diverse implementation contexts—from complex multi-system integrations to community platform deployments.
“Your expertise, creativity, and dedication have provided NHBEA with a modern and user-friendly online presence that enhances our ability to connect with educators, members, and the broader community.”
NHBEA Executive Board
New Hampshire Business Education Association
The road here
Every chapter made the next one possible: dialing prospects, rescuing data, architecting systems, and finally building the consultancy I wished existed when I was in the trenches.
IBM
Business Development Specialist
My first assignment was cold calling for IBM. High-volume outreach exposed every flaw in the data—so I built dashboards and hygiene routines that kept the floor aligned.
Data only matters if the people using it can trust it.
Reveneer
Sales Operations & Systems Architecture
Moved from sales operations associate to revenue operations manager. Designed routing, forecasting, and reporting, then led integrations, AppExchange builds, and Fortune 500 implementations with a lean team.
Document the machine while you build it—and keep it scalable as complexity rises.
DraftSales (Fractional)
Fractional Salesforce Architect
Side consulting alongside Bevi role. Partnered with growth-stage teams that needed enterprise-grade Salesforce without full-time headcount. Designed integrations, coached operators, and shipped clarity fast.
Ship clarity quickly, then scale the playbook.
Bevi
Senior Revenue Systems Engineer
Owned Salesforce architecture for a $100M+ Series C team. Modernized CRM, stitched product and finance data, and returned 15+ hours to sellers every month.
Automation only matters if operators feel the difference.
Revelate Operations
Founder & Principal Consultant
Opened an operator-led consultancy for Series B teams—documentation-first and focused on revenue architecture resets instead of rebuilds.
Operators deserve an operator-led partner.
Current Focus
What I am working on now
These are the active challenges I'm helping Series B teams solve today—proof that the methodologies and systems I built are being deployed in real revenue operations right now.
Series B brownfield interventions
Unwinding ARR definition drift, stabilizing reconciliation, and restoring executive trust in visibility without halting day-to-day operations.
Readiness for diligence & audits
Building evidence, documentation, and automation so investor and compliance questions have clear answers before they are asked.
Everyday systems hygiene
Maintaining runbooks, enablement plans, and governance cadences so improvements survive long after the project ends.
Operator toolkit
Systems I live in every week.
Seven-plus years in the Salesforce ecosystem with deep hands-on experience across 150+ implementations, and a career built on stitching finance, GTM, and product data into one understandable story.
Salesforce ecosystem
• Sales Cloud
• Data Cloud
• Nonprofit Cloud
• AgentForce AI
• Lightning Sync
Finance & integration
• NetSuite ERP
• Azure AD + SSO architecture
• AWS PrivateLink
• Boomi middleware
Revenue operations
• CPQ & subscription management
• Account hierarchy modeling
• Revenue leakage diagnostics
Security & compliance
• SAML configuration patterns
• HIPAA / SOC 2 / PCI-aware approaches
• Investor diligence prep
How engagements run
A consultancy built for focus and transparency.
I structure Revelate so founders know the cost, cadence, and expectations upfront. No bait-and-switch retainers, just operator-to-operator clarity.
Fixed-hour engagements
Series B SaaS rate: $75-110/hr (discounted from standard $180/hr). Project packages typically range from $12K-$70K. Transparent budgets, no surprise scope creep.
Deliberately limited load
Two to three active clients at a time so you are never competing for attention.
Documentation-first delivery
Interviews, discovery notes, decision logs, and runbooks stay with your team when we wrap.
Stakeholder choreography
Facilitating alignment between finance, GTM, product, and engineering so fixes span the full revenue spine.
Operating principles
The guardrails I bring into every engagement.
Tell the whole story
I surface the uncomfortable truths about revenue data—because ignoring them never made a diligence meeting easier.
Stay close to the operators
No layered handoffs. You work directly with me or a peer who has owned revenue metrics in-house.
Leave a manual behind
Every engagement ships with evergreen documentation so your team can maintain momentum without me in the room.
Respect the humans behind the data
Revenue architecture is people architecture. I adjust pacing and comms to protect the humans doing the heavy lift.
Beyond the dashboards
Life outside the spreadsheets.
I am at my best when I make time to think, reset, and stay curious. These slices keep me grounded so I can be present for the teams I support.
My Partner in Debugging
Meet Sirius Black—my Black Lab and the real MVP of deep work sessions. Named after the Harry Potter character, he's mastered the art of the "are we done yet?" head tilt right around hour three of architecture diagrams.
Wedding Dance Floor Regular
You'll find me attempting moves at family weddings—much to their dismay. The enthusiasm is there, the coordination less so. But someone's gotta keep the energy up.
Quality Time with Family
Nothing beats exploring cities with family. This is my uncle and me in Times Square—a reminder that the best moments happen when you step away from the screens and just be present.
The Soundtrack
Five decades, infinite moods
The playlist shifts constantly—from 70s piano rock to brand-new indie releases that dropped last week. Sometimes it's the emotional weight of a well-crafted story song. Other times it's pure theatrical bombast or the kind of infectious pop hook that won't leave your head for three days.
It's the background hum to focused work sessions, the energy boost during late-night builds, and the emotional reset between client calls. Eclectic doesn't begin to cover it—but that's the point. The best thinking happens when the soundtrack refuses to sit still.
Recent rotation spanning five decades
Ready to talk revenue architecture?
Whether you're untangling ARR definitions, preparing for diligence, or simply want to compare notes on revenue operations—let's connect. I respond to every message within one business day.
Drew Lambert
Founder & Principal Consultant