Jill E. Hauck Consulting - Customer Stories

What changes when the right person is in the room.

These are a few of the companies I've worked with — and what shifted when we started asking the right questions together.

SaaS Analytics

Series B

Revenue & Deal Desk

The situation

Growing fast but had no formal revenue, deal desk, or billing infrastructure to grow into. Everything was manual, ad hoc, and audit-vulnerable. They needed someone who could build the foundation — not just document what existed, but create what should exist — and do it without slowing the business down.

What we built together

Built the deal desk, revenue, and billing departments from the ground up
Developed and documented Revenue Policy under both ASC 605 and ASC 606 in preparation for the first financial statement audit
Implemented the Advanced Revenue Module in NetSuite — architected for scale, not just compliance
Established ongoing contract review and revenue recognition process that the team could own and run independently

SaaS/Design Tech

Series B

Revenue Policy & Finance Operations

The situation

As the Company's product led growth scaled and evolved to B2B sales, the gap between how revenue was being recognized and what ASC 606 actually required was becoming a liability. They needed someone who could translate complex accounting standards into a practical policy — and then build the systems and documentation to support it long-term.

What we built together

Documented and implemented company Revenue Policy in full accordance with ASC 606
Provided recommendations for accounting and finance operations system implementation and customizations
Architected integrations between systems that reduced manual work and audit risk simultaneously

Testimonial from Brittany Belote (Tinker), Controller

"Working with Jill Hauck has been a game-changer for our business. She stepped in at a critical time and seamlessly integrated with our team, bringing both strategic insight and hands-on execution that helped us scale effectively. Her ability to quickly understand our goals, supplement our internal resources, and drive key revenue initiatives forward was instrumental in helping us achieve our objectives on time. Her professionalism, expertise, and collaborative approach made a real difference, and we truly felt like she was an extension of our team. I’d highly recommend Jill to any organization looking to accelerate growth and strengthen their Accounting & revenue operations."

AI Accounting Tech

Series A

GTM Strategy & Revenue Operations

The situation

A newly positioned AI company needed to think clearly about who they were selling to, how to talk about ROI, and how to structure territory and market assignment in a way that would actually support growth. The challenge was equal parts strategic and executional — figuring out the right market approach before scaling the wrong one.

What we built together

Advised on go-to-market strategy, target market definition, and territory assignments
Developed ROI framing and messaging that connected product value to buyer priorities
Provided strategic insights that shaped how the team approached early commercial conversations
Recommended product features and enhancements to meet buyer needs

Health Tech/ SaaS

Series B (new category leader)

Deal Desk

The situation

The Company's deal desk function didn't exist yet — and deals were getting done in ways that created legal, finance, and operational risk downstream. They needed someone to build the function properly: not just the process, but the cross-functional alignment between finance, legal, and sales that makes a deal desk actually work.

What we built together

Created and scaled the Deal Desk function from concept to daily operations
Documented cross-functional processes, approvals, and requirements across finance, legal, and business units
Ran day-to-day transactional operations including contract drafting and amendments during transition
Delivered recommendations for technology and process enhancements that outlasted the engagement

Health Tech / SaaS

Series A

Revenue, Sales & Finance Operations

The situation

They needed more than a consultant — someone to stand up an accounting and sales operations function while the company was still figuring out how to grow. The work ranged from restructuring their QuickBooks instance to implementing Salesforce to building their entire commissions and sales playbook infrastructure.

What we built together

Created the accounting department structure, chart of accounts, and month-end close process from scratch
Implemented and customized Salesforce.com including integrations with existing systems
Developed the full sales process, commissions structure, sales playbooks, and training documentation
Built the billing process and AR infrastructure that could scale with the company

Healthcare/tech

Private Equity

Deal Desk & Operations

The situation

While the Company had an established deal desk team, it lacked the structure, documentation, and strategic clarity that evolved with the business. The challenge was to make it run effectively at scale while forging a new path in the healthcare industry. Beyond the operational work, there was a team development dimension — supporting individual contributors on their goals and career trajectory while building the function around them.

What we built together

Documented the full deal desk process, approvals, and cross-functional requirements
Delivered recommendations for process and technology improvements with clear implementation path
Supported existing team members on professional goals — going beyond the operational scope to invest in the people running the function

Fintech SaaS

Private Equity

Revenue Operations

The situation

Seventy-plus acquired small businesses. No centralized billing or revenue operations. Every entity running on its own systems, processes, and assumptions. The challenge wasn't just operational — it was organizational. Getting 70 different ways of doing things to converge into one coherent function required as much strategic clarity as technical execution.

What we built together

Led the strategy and project management for centralizing billing and revenue across 70+ acquired entities
Delivered month-end close analyses supporting financial forecasts and board-level presentations
Identified and recommended efficiency improvements across NetSuite and business operations
Built a streamlined integration process for new acquisitions — so future deals could onboard faster and cleaner

Every one of these engagements started with a conversation. If something here resonates, let's have one.

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