High-Tech & Software Vertical: Strategy consulting for enterprise software businesses & PECustomer Experience & Customer Success Operating Model Transformation:- Defined target post-sale / Customer Success operating model for high growth cloud security BU of multi-billion dollar cybersecurity company to increase product adoption and account growth- Designed Customer Success strategy, segmentation and engagement model for a $1B+ Unified Collaboration software business- Led Customer Experience transformation for £200M UK software and managed services payroll provider through optimization of Sales and Post-Sale engagement, operating and organizational modelsGrowth & Portfolio Strategy:- Led engagement to determine market sizing and product strategy for an emerging security SaaS technology- Managed team in designing hardware and software portfolio offer structure, subscription pricing model, market positioning and rollout plan for PE-backed Point-of-Sale solutions provider- Determined digital transformation readiness and execution roadmap to accelerate launch of SaaS portfolio for a $20B medical device providerSequoia Award winner for leadership and mentorship (awarded to <10% of employees)

[Joined via acquisition of Waterstone Management Group in 2019]

[Acquired by West Monroe Partners in 2019]Boutique management and strategy consulting firm, advising technology companies (enterprise software, hardware, and tech-enabled businesses) and private equity investors. Work with senior management to create measurable value, focusing on growth strategy (market entry, new product launch, pricing, etc.), operations strategy (Subscription / SaaS business model transformation, Customer Success, Services) and M&A diligence (market and operational) and value creation.