Payments Fintect
Industry
SaaS / Fintech / B2B
Client
Payments $500M+ ARR
Service
Advisory
Date
2025
A fast-growing SaaS company expanding across APAC, selling into enterprise and regulated environments.
Challenge
Deals were stalling late, success was hard to articulate, and teams struggled to align sales, CS, and leadership around outcomes.
What Changed
We clarified value pillars, aligned success measures across the customer lifecycle, and rebuilt the value narrative used from the first conversation through renewal.
Outcome
Improved deal confidence, clearer executive conversations, and a repeatable value framework the team could use independently.
Results
In 2 months post-engagement, 4 new opportunities were uncovered ($100K pipeline), 1 new upsell closed ($25K value), and clients locked in FX rates ahead of time, avoiding pricing wars and improving forecasting for upcoming transactions.
