Provide strategic B2B customer success, client services, operations, and project/program expertise via consulting, financial investments, custom workshops, and/or speaking engagements on the aforementioned topics.

Assist the International Accelerator (IA) with evaluation of entrepreneurs, their companies and other projects supporting the IA vision. Formally advise and mentor select current and alumni IA company founders and executives.

Provide coaching and guidance to UT MBA+ Project Student Teams to help them define their project scope and deliverables as well as communicate with startup to Fortune 500 organizations. Assist the UT MBA+ Project department program leaders with creating and updating materials as well as presenting during Orientation sessions. Create and deliver workshops (e.g., podcasts, webinars, etc.) as needed.

The Magellan International School is a non-profit, independent, language immersion (Spanish, English, Mandarin), Primary Years Programme (PYP), International Baccalaureate (IB) school.• Gave birth to and guided the two amazing children who inspired the school's creation. Empty nester in 2023. 😊• Supported our family from 2008-2010 financially, personally guaranteed financial commitments, and contributed large sum donations towards the school's initial launch• Coordinated a 5 year anniversary celebration for inaugural 2009 class of founding parents in 2014• Volunteered for various events including annual fundraising gala, annual Aperatura social, International Day, snack/refreshment booths, cleaning and painting common areas & classrooms, etc.

Managed and built trusted relationships with strategic, global, Fortune 100 and 500 customers in a variety of industries. Responsible for renewal quoting (via partners and direct), upsells, and cross sells. Coordinated Strategic Reviews with customer and company executives. Worked closely with technical, marketing, sales, and finance teams to assist in rebuilding trust with customers and internally.

I joined The Great Resignation/Reshuffle/Reassessment and was fortunate enough to be able to take a sabbatical. I enjoyed having meaningful conversations with organizations focused on continuous improvement in the areas of customer success, operations, and/or aligns with both. I was able to enjoy time with my kids & friends, practice yoga & meditation, volunteer, consult via Customer Concentric, exercise, and travel (Aruba, Peru, Mexico) as well as squeezed in some dancing and singing! :-) #grateful

Managed and built trusted relationships with strategic, Fortune 500 customers in the financial services, retail, airline, telecommunications, and insurance industries. Coordinated Customer Value Reviews (CVRs) with customer and BigID executives. Work closely with Technical Account Managers (TAMs) and other departments to establish productive and successful relationships from a process and programmatic level. Received Company-wide Quarterly Big Impact Award.

Built trusted relationships with strategic, high dollar, high-profile customers in financial services, insurance, banking, healthcare, consumer packaged goods (CPG), and manufacturing industries. Mentor other CSM's working with similar customers. Coordinate strategic sessions with customer and SailPoint executives. Worked with other departments (Sales, Services, Support, Marketing, Accounting/Finance) to support customers from a process and program management viewpoint.

Built trusted relationships with strategic, high-profile customers. Coordinated strategic sessions with customer and SailPoint executives. Received Corporate Yeoman award for stellar performance in 3Q 2018. Received Star award for creation of the Executive Partnership Program. Received awards from the Expert Services team in 2017, 2018, and 2019 for sourcing customer projects. Achieved top customer attendance at annual customer conference.

WP Engine is a premier, world class, fast growing Wordpress hosting company serving clients worldwide. Assisted with department re-org triggered by unprecedented company events that resulted in position elimination and chose to pursue other opportunities versus accepting another position.Led 3 support managers and 1 onboarding manager who oversaw 35+ techs/engineers who ensured our premium/enterprise clients received an award winning customer experience. Interfaced with customers to gather feedback and ensure they were properly supported through high volume ticket, chat, and phone systems. Worked with Sales, AM, Finance, Partners and Marketing teams to coordinate the best customer experience.

Khorus is a startup that provides a SaaS solution to help CEOs and business leaders achieve alignment, engage their employees and predict performance outcomes in their organizations. The company helps tie strategy and execution together in a concrete way for everyone! Responsible for customer success, ongoing support, and training.

Advisor: January 2015 to present. VP Client Services & Operations: March 2013 to December 2014. Querium helps teen and adult learners master life's high-stakes tests so they can achieve their career ambitions. Designed for digital native students living connected lives, our mobile learning platform delivers personalized short-form lessons and practice tests in STEM subjects like Math and Science.Responsible for client services, internal operations, and human resources. Assisted CEO and CMO with fundraising, business development and marketing activities. Established and managed partnerships with 21 Texas colleges and received strong testimonials on customer support. Achieved 100% renewal rate with college partners for our hosted Pre-Assessment Activity. Managed beta trials of a Math Prep program with 8 Texas colleges. Built relationships with key strategic partners. Closed initial paid pilot programs with colleges who are reference-able.

Hired to manage relationships with large strategic clients and advise them in B2B marketing operations, strategies and programs with the assistance of a team of account managers, project managers, and creative production staff.Assisted VP Marketing with internal marketing operations, strategic partner management, and supervision of B2B marketing programs. Directed and managed internal shared resources on creative projects, website updates, video testimonials, content creation, and social media activities. Coordinated launch of new website on Drupal content management platform. Reviewed reporting from CRM and marketing automation tools. Supported the Client Operations team by highlighting strategic relationships with clients.

Recruited by ATI’s Director to assist with the turnaround of ATI and its operating model. Responsible for management of ATI’s day-to-day operations, budgets, grant funding, promoting and building awareness of ATI within the start-up community in Central Texas, creating internal networking events, and offering strategic consulting to ATI portfolio companies.

Web and mobile-based applications (SaaS model) that provided guidance to new parents. A majority ownership in the company was sold to my partner in October 2009. Recruited business partner/VP of Product Development using online social media tools. Managed overseas (India) web and mobile development of Baby Insights (newborn activity tracking) and Baby Say Cheese (online first-year photo album). Implemented Marketing, SEO, and PR campaigns to establish and grow user base. Established a recognized blog in the parenting, entrepreneurial, and technology communities.

Co-wrote articles on alumni for The University of Texas at Austin Alcalde magazine and the Rice Alumni magazine on the topic of success. Please see my blog at http://www.entrepremusings.com/index.php/articles/ for a summary of articles.

Designed and launched the undergraduate Introduction to Entrepreneurship course at The McCombs School of Business and taught four semesters before establishing its relevance for tenure track faculty to continue teaching the course.Member of the Herb Kelleher Center for Entrepreneurship.

Wireless and web-based enterprise software (SaaS/ASP model) company that provided distribution and maintenance solutions to the soft drink and packaged ice vending industries. The company was sold in 2002 and merged with Crane Merchandising in 2009.•Coordinated the closing of the company’s first $1 million in revenue.•Raised $15.5 million in equity financing from well recognized angel investors and established institutional venture capital firms including SAP Ventures, TL Ventures, and WR Hambrecht.•Established need, opportunity, and value proposition for company products resulting in successful fundraising and team recruitment.•Led the marketing team to design the initial customer user interface, company website, and marketing collateral as well as coordinated public relations campaigns.•Grew the company from 2 to 35 people; identified and assembled the executive team including the Board of Directors and Advisors.•Co-wrote company plan and presentation that won the 1997 UT Austin’s MOOT Corp® business plan competition.

Planned, performed, and completed internal control and financial audits. Supervised and instructed new auditors. Reviewed IT general controls, ISO 9000, pension plans, stock option plans, and foreign exchange. Traveled extensively to countries such as Brazil, Canada, Mexico, Spain, Venezuela, Trinidad, and U.A.E. Analyzed purchasing, revenue, production, payroll, and fixed asset cycles.

Provided audit and business advisory services to a wide variety of clients including Hyatt Hotels, GolfCorp, TDIndustries, NetWorth, Pacific American Homes, and Petro Hunt. Performed extensive analytical reviews of balance sheet and P&L accounts. Performed inventory observations for retail, high tech, and real estate clients.