Fábio Magalhães
Revenue & Enterprise Systems Architect
Enterprise Platforms · Revenue Architecture · Salesforce · Data · AI Transformation

I design the architecture behind how companies sell, serve and scale.

I lead the design and transformation of Salesforce, revenue platforms, data architecture and AI-enabled workflows, connecting Sales, Marketing, Customer Success, Finance and enterprise systems into one scalable operating architecture.

Enterprise Platform Strategy Salesforce Architecture Revenue Architecture Data Governance & MDM CPQ & Lead-to-Cash AI Architecture & Agents
What I Architect Transformations Outcomes What People Say How I Work Under the Hood Availability Contact

0
Salesforce Users Governed
0
Global Business Units
$0M
Technology Portfolio
0
Reduction in Platform Incidents

What I Architect

One architecture, four domains.

Enterprise platforms, Salesforce, revenue systems and AI, designed and governed as one connected architecture, not four separate consulting tracks.

One Architecture
01 · Enterprise Platform Strategy

Platform Strategy

Target-state architecture, platform roadmaps, and the governance that keeps investment decisions (build vs buy, vendor strategy, platform health) grounded in how the business actually runs.

  • Target architecture & roadmaps
  • Platform governance & investment decisions
  • Build vs buy, vendor strategy
  • Platform health & reliability
02 · Salesforce & CRM Architecture

Salesforce & CRM

Salesforce and CRM architecture at scale, covering data models, integration and system-of-record design, backed by Centre of Excellence practice: DevOps, release governance, platform standards.

  • Salesforce architecture & data models
  • Integration & MDM
  • System-of-record design
  • Salesforce CoE, DevOps & release governance
03 · Revenue Architecture

Revenue Architecture

The architecture connecting acquisition through renewal (lead-to-cash, CPQ, billing, routing and attribution), so Sales, Marketing, CS and Finance operate off one revenue data model.

  • Lead-to-cash & customer lifecycle
  • CPQ, billing & routing
  • Attribution & revenue data
  • Sales / Marketing / CS / Finance integration
04 · AI Architecture

AI Architecture

AI extended into the architecture, not bolted on: semantic layers, agents and workflow redesign through governed APIs and MCP, with human intervention built in by design.

  • Semantic layer & AI agents
  • Workflow redesign & automation
  • MCP / APIs & governance
  • Human intervention by design

Selected Transformations

Architecture in the real world

Enterprise-scale platform work across global organisations, where I owned it, not just advised on it.

Organisation
Scope of Ownership
Architecture / Systems
Outcome
Organisation
Hilton
Global Hospitality Enterprise
Scope
Enterprise Salesforce governance across a 7,000+ user, 100+ business unit global estate: platform standards, access model, and release process for a system that size demands.
Architecture
Salesforce Platform Governance · Access & Release Model
Outcome
7,000+
Salesforce users governed
Organisation
Farfetch
Global Luxury E-Commerce
Scope
Salesforce Product Ownership within the Centre of Excellence, covering data governance and quality resolution across the CRM estate.
Architecture
Salesforce CoE · Data Governance
Outcome
2,500+
Data discrepancies resolved
Organisation
RealVNC
Enterprise Software
Scope
Platform modernisation spanning Salesforce, MuleSoft and Zuora: integration architecture and release discipline across the commercial stack.
Architecture
Salesforce · MuleSoft · Zuora
Outcome
40%
Reduction in platform incidents
Organisation
Staffbase
Enterprise SaaS
Scope
Enterprise revenue platform strategy (Salesforce, CPQ, data and AI), owning a technology portfolio at real budget scale.
Architecture
Salesforce · CPQ · Data · AI
Outcome
$3M
Technology portfolio
Organisation
Lunio
B2B SaaS
Scope
Revenue methodology implementation: the MEDDPIC qualification framework and the Bowtie lifecycle model, embedded into the operating system.
Architecture
MEDDPIC · Bowtie Model
Outcome
Org-wide
MEDDPIC & Bowtie adoption

Business Outcomes

Architecture that moves the numbers

Architecture is not the objective by itself. Real systems, real constraints. Each engagement started with a broken revenue system and ended with measurable business results.

Context
Problem → Action
Systems Built
Result
Organisation
FinTech Scale-up
Series B · SaaS · London
Problem → Action
Forecast missing by 40%+. No single source of truth. Rebuilt the system-of-record data model, stage-gate logic, and AI forecast agent layered on rep input.
Systems Built
CPQ · AI Forecast Agent · Gong integration · Board dashboard
Outcome
+40%
Forecast accuracy in 90 days
Organisation
Enterprise SaaS
Series C · B2B · £80M ARR
Problem → Action
Pipeline coverage 1.8x. Reps sandbagging, poor qualification. Designed MEDDPIC CRM scoring, automated hygiene alerts, Clay ICP enrichment.
Systems Built
MEDDPIC agent · Gong scorecards · Clay ICP · Hygiene automation
Outcome
3.4x
Pipeline coverage in 60 days
Organisation
Growth Co.
Scale-up · PLG + SLG · 120 reps
Problem → Action
CS and Sales in silos, churn invisible (CR6–7 broken). Built unified data layer, connected Gainsight to the CRM and warehouse. Deployed churn risk agent.
Systems Built
Gainsight health agent · Churn risk model · CS-to-Sales handoff · BigQuery
Outcome
-28%
Gross revenue churn
Organisation
SaaS Scale-up
Series B · Finance & Billing ops
Problem → Action
High manual effort recovering failed payments with no visibility across Finance, CS, and Sales. Integrated billing with the CRM via MuleSoft to surface failed payments and trigger automated dunning workflows.
Systems Built
Billing ↔ CRM · MuleSoft middleware · CS recovery dashboard
Outcome
↓ 65%
Manual dunning workload
Organisation
Commercial Team
Scale-up · PO automation
Problem → Action
PO processing was manual, error-prone, and slow. Deployed IDP to extract and validate purchase order data from email; synced to the CRM and Finance via MuleSoft.
Systems Built
MuleSoft · IDP extraction · CRM auto-sync · Finance integration
Outcome
70%
Faster PO processing
Organisation
Enterprise SaaS
Multi-system GTM stack
Problem → Action
Conflicting data across CRM, billing, marketing, and finance. Defined a source-of-truth model for core entities with clear ownership, sync rules, and governance.
Systems Built
Data ownership model · CRM governance · Single source of truth
Outcome
1 SoT
Trusted across exec & board

What People Say

From the teams I've worked with

Feedback from sales leaders, CROs, and CS teams on the systems we built together.

VP
Fábio completely transformed how we think about pipeline. Within 60 days our forecast accuracy went from guesswork to something we could actually present to the board. The Bowtie model gave Sales, CS, and the exec team a shared language for the first time.
VP Sales
Series B FinTech · London
CRO
What set Fábio apart was combining technical depth with genuine commercial understanding. He didn't just build a system; he made sure the team actually used it. Our CRM went from a data graveyard to the operational nerve centre of the business.
Chief Revenue Officer
Enterprise SaaS · £80M ARR
CS
The churn risk model Fábio built with Gainsight changed how our CS team operates. We went from reactive to predictive; we caught three high-risk accounts that would have churned without the automated early-warning system.
Head of Customer Success
Growth SaaS · PLG + SLG

* Representative of feedback received. Full attribution and LinkedIn references available on request.


How I Work

The method

Four phases. No wasted motion. Every engagement starts with diagnosis and ends with something the team can actually run.

01
Diagnose
Map the architecture. Find where governance and data ownership break down. Audit systems, process gaps, misalignment. No assumptions.
›
02
Simplify
Remove bloat. Eliminate fields nobody uses. Rebuild process logic to match how people actually sell and retain.
›
03
Automate
Deploy AI agents at each governance gap in the architecture. Replace manual work with intelligent, measurable workflows.
›
04
Operationalise
Document, train, embed. Build systems the team owns. Dashboards that drive decisions. Processes that outlast the project.

Architecture Thinking

How I think beyond the tool

Every engagement runs through the same conceptual chain: from why the business acquires and retains customers, down to which interface a human or an AI agent actually touches.

Architecture Insight

AI changes the interface to enterprise systems. It does not remove the need for architecture.

Headless CRM Semantic Layers AI-Native Architecture Revenue Architecture Data Architecture Systems of Record Governance

Availability

Open to leadership and fractional work

Currently open to permanent enterprise platform / revenue systems leadership roles (Head of Enterprise Platforms, Revenue Systems, Salesforce/CRM Platform, or Commercial & Business Systems leadership), and to selected fractional or advisory engagements. Get in touch below.


Let's get in touch

Send a short note about a leadership role, a fractional engagement, or just to connect, and I'll get back to you directly.