Leadership Team

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About Us

Rachael Walrath Co-Founder & Principal Solution Architect

“Your CRM’s personal trainer—no tech flab allowed.”

Rachael Walrath brings over 14 years of hands-on Salesforce expertise to SaaS and Co., where she leads a powerhouse team focused on delivering flexible, no-contract Salesforce admin support to startups, SMBs, and enterprise teams.

Her background spans nearly every flavor of CRM transformation—from migrating entire sales orgs to Lightning, to architecting global Financial Services Cloud implementations for multimillion-dollar financial institutions. She's worked across sectors including fintech, SaaS, manufacturing, and healthcare, designing tailored solutions that align with real-world business needs—not just technical specs.

Rachael has served as:

Principal Architect & Presales Strategist for top-tier Salesforce consultancies
CEO & Delivery Lead for her own consulting firm
Trusted Advisor to enterprise stakeholders navigating CPQ implementations, Salesforce-Chargebee integrations, and revenue recognition overhauls
Mentor & Team Leader, growing the next generation of Salesforce talent

Her specialty lies in turning business goals into scalable, future-proof Salesforce architectures. She’s particularly adept at:

Salesforce Revenue Cloud & CPQ implementation
Chargebee configuration & rule-based selling
Multi-cloud integration across Sales Cloud, Service Cloud, FSC, and Experience Cloud
End-to-end subscription billing optimization
Data architecture, security modeling, and RevOps automation

Certified in Sales Cloud, Platform App Building, Data Architecture, and AI, Rachael doesn’t just know Salesforce—she knows how to make it perform like a well-conditioned athlete.

At SaaS and Co., she leads with the belief that busy executives don’t need more software—they need fewer bottlenecks. Her approach is clear: no bloated hours, no vague roadmaps, just muscle-for-hire that moves the business forward.

Stephen Koski Co-Founder & Principal Technical Architect

“Military-grade precision. Enterprise-scale results.”

Stephen Koski is the kind of tech leader who’s just as comfortable fine-tuning an agentic model as he is architecting an enterprise Salesforce deployment. With over 20 years of experience across space, federal, healthcare, finance, and manufacturing, Stephen brings deep cross-industry expertise to SaaS and Co.—where he leads our AI-first Salesforce initiatives with precision, clarity, and tactical brilliance.

A West Point graduate, former U.S. Army Airborne Ranger, and certified Salesforce Ranger, Stephen has built intelligent systems for some of the most complex environments in the world. He developed structured natural language processing models to enable hands-free computer interaction for amputee patients in Ward 57 at Walter Reed Army Medical Center, working with the Department of Veterans Affairs. Stephen deployed automation frameworks for laser manufacturing at StockerYale, and served as Worldwide CIO/CTO under Dr. James Martin, IT Visionary and Founder, Dr. Martin did not merely promote RAD—he systematized it, named it, and equipped it with tools, language, and legitimacy that changed how software was built worldwide. Additionally, he's worked with a number of call centers in his early work as CTI engineer adn agent scripting leading organically into agentic solutions.

At SaaS and Co., Stephen leads the architecture of our most advanced projects—from Salesforce Agendforce and Revenue Cloud implementations to embedded AI systems that diagnose, predict, and automate sales outcomes. His specialties include:

Salesforce Service Cloud Agentic & Sales Cloud Pipeline AI Enablement
Dynamic Pricing Engines & CPQ Architecture
Logik.io configuration with rule-based selling logic
Secure NLP & speech-to-text modeling for sales workflows
Multi-cloud Salesforce integration with DevOps, Service, and Experience Cloud
AI-powered diagnostics, revenue forecasting, and guided selling solutions

Stephen’s clients range from high-growth SaaS scale-ups to global enterprises looking to modernize outdated systems and turn Salesforce into a true revenue engine. He’s known for bringing clarity to complex systems, moving fast without cutting corners, and embedding intelligent automation at the heart of every solution.

Whether he’s AI-enabling a sales pipeline for compression or helping a RevOps team cut quote times in half, Stephen leads with strategy, scale, and systems thinking. At SaaS and Co., he ensures every AI implementation delivers more than efficiency—it delivers business momentum.

Our Approach: No-Nonsense Salesforce That Actually Works

We don't just implement—we optimize for real business outcomes.

When Rachael and Stephen tackle your Salesforce challenges, you get the best of both worlds: battle-tested admin expertise and cutting-edge AI strategy. Our approach is built on three core principles that separate us from the typical Salesforce consultancy:

1. Business-First, Tech-Second

We start with your revenue goals, not your org chart. Rachael diagnoses what's actually broken in your current setup while Stephen architects solutions that scale with your growth. No vanity features, no over-engineering—just systems that make your team more productive from day one.

2. Flexible Engagement, Maximum Impact

Whether you need Rachael's surgical precision for admin cleanup or Stephen's strategic oversight for AI implementation, our subscription model adapts to your needs. One month you might need intensive pipeline optimization, the next month just maintenance and monitoring. We flex with your business cycle.

3. AI-Ready From the Ground Up

Every solution we build is designed for tomorrow's AI capabilities, not just today's requirements. Stephen ensures your Salesforce foundation can handle advanced automation and intelligent workflows, while Rachael keeps the day-to-day operations running smoothly as we integrate new capabilities.

The result? Salesforce that works harder so your team doesn't have to. Clean data flows, automated processes, and AI-enhanced decision making—all delivered without the typical consultant bloat or long-term contracts that tie up your budget.

Schedule a free 30-minute strategy session

SaaS and Co. Mission Statement

At SaaS and Co., our mission is to help businesses build stronger, smarter Salesforce operations—cutting the tech flab, automating what matters, and flexing confidently into the future of AI. Whether you're buried in broken workflows or struggling to operationalize artificial intelligence, we bring expert admin support and business-first solutions that move fast and scale lean.

Through our subscription-based model and AI Agentforce enablement programs, we help high-growth teams and enterprises navigate the complexity of AI implementation—from readiness assessments and CPQ automation to full-scale Agentforce deployments. Our approach is clear: no contracts, no bloat—just RevOps muscle that drives results and intelligent systems that don't skip leg day.