Consulting Services

We align your growth targets, financial budgets, and operating plan to ensure your sales team is set up for success.


Revenue Diagnostic

Our diagnostic provides a holistic gap analysis on how your sales & marketing functions compare to modern best practices and give you a roadmap for success.

Sales Compensation

We build scalable sales compensation plans that align with your strategic objectives and operating budget while motivating your sales team to overachieve.

Performance Success

We ingest all of your data silos and provide executives and managers accurate forecasts and actionable insights about sales team productivity.

GTM Strategy

We help you clarify your target customers, and build sales playbooks that encapsulate the best practices of modern sales and demand generation.

Organizational Design

We help you with resource planning, restructurings and downsizings to ensure your workforce is optimized against your revenue opportunities.

Management Training

Our proven leadership training curriculum and personalized leadership coaches can help your front line managers and team leads rise to their full potential.

Our Team

Our consultants have decades of operational experience as startup executives, along with a track record of success in management consulting, financial planning and capital markets.

Jordan Wan


Jordan founded CloserIQ in 2014 and has led its growth to 500+ global customers spanning VC/PE-backed startups to Fortune 1000's. Jordan is also the General Partner at CoFound- a seed stage venture capital firm investing in B2B companies.

Previously, Jordan led a division of new business sales at ZocDoc and built sales analytics infrastructure for 100+ salespeople. He started his career as a trading strategist at Bridgewater Associates, a global-macro hedge fund with $150 billion AUM. 

Jordan holds a BS and Master’s degree in Computer Science from MIT and is a CFA charterholder.

Dave Miller

Engagement Manager

David Miller is an Engagement Manager with CloserIQ Consulting. Previously, David was a strategic advisor to InsightSquared, a Series D SaaS startup and helped them improve their financial strategy and navigate through fundraising, an acquisition and resource action.

With deep operational experience in both tech and services businesses, David has held previous leadership positions as interim CEO, Board Member, and Investor in many private investment and holdings companies. Since starting his career at IBM, David has been a trusted advisor for companies who seek turnaround assistance in finance, operations, and HR. 

David holds a BS in Finance from University of Connecticut and an MBA from Harvard Business School.

Trusted by 500+ Global Brands

Rachael Chong

Founder & CEO @ Catchafire

CloserIQ has been an extremely valuable advisor to my team as we started to systemize our sales methodology. Their advice on organizational design, performance management, compensation plans, and general strategy has helped us accelerate growth and avoid costly mistakes. They do a great job of providing both scalable frameworks as well as answers to immediate priorities.

About CloserIQ

CloserIQ empowers sustainable growth by helping companies build high performing revenue organizations. 

Recommended by 500+ global brands and leading institutional investors, we are an organizational strategy firm that helps companies align their commercial vision, operating plan, and talent architecture to produce extraordinary results.

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