Presentation
I remotely help B2B SaaS and technology companies build scalable post-sale operations that improve customer retention, create visibility into customer health, and enable teams to deliver a more consistent customer experience.
My experience includes leading global Customer Success organizations supporting more than $200M in recurring revenue, where I partnered closely with Sales, Finance, Product, RevOps, and Business Intelligence to improve customer operations and decision-making.
I can help with projects such as:
• Customer Success KPI and executive dashboard design
• CRM data audits and recommendations to improve data quality
• Customer segmentation and capacity planning
• Post-sale handoff and customer lifecycle design
• Customer onboarding playbooks and SOP documentation
• Support-to-Customer Success escalation processes
• QBR frameworks and operating cadence
• Customer journey mapping and process optimization
My approach is practical and collaborative. Rather than delivering generic frameworks, I build solutions that fit your business, your customers, and the way your teams actually work.
Whether you're building a Customer Success function from the ground up or refining an existing one, I can help create the operational foundation that supports long-term customer growth.
Background
- Built KPI frameworks, customer segmentation models, executive dashboards, forecasting processes, and cross-functional operating rhythms that improved visibility and decision-making.
- Partnered closely with Sales, Finance, Product, BI, and RevOps to strengthen customer data integrity and optimize the customer lifecycle.
- Progressed from Senior Customer Success Manager to Director while helping scale Customer Success operations during a period of rapid company growth.
- Developed standardized onboarding, account planning, customer health measurement, and operational processes that improved consistency across the organization.
- Led customer strategy for strategic accounts while coaching team members and partnering across departments to improve retention, adoption, and operational efficiency.
- Worked closely with premium advertisers and internal teams to improve campaign results while managing monthly advertising budgets of up to $2M.
- Developed a strong foundation in data-driven decision making and partnerships.
- Designed standardized onboarding and account evaluation frameworks that improved scalability and service consistency.
- Managed more than $11M in customer revenue while consistently exceeding growth targets.
- Worked directly with clients to translate business objectives into effective mobile engagement strategies while developing expertise in customer communication and project coordination.

