Designed, implemented, and managed client success program to increase customer satisfaction and product adoption with the goal of reducing churn and driving successful client outcomes. Identified and tracked monthly KPIs to measure program success against goals. Lead client initiatives in cross team projects, reducing friction and providing clients a single point of contact resulting in a reduction in client churn.

Led electronic discovery business unit to achieve and exceed new account acquisition targets, client retention, customer satisfaction, schedule adherence, and project profitability. Designed and implemented operational workflows and standards across the service line to establish scalable processes for rapid growth.Consulted attorneys and clients on SAAS technology best practices and managed project lifecycle. Manage team of project managers and analysts to execute project tasks and drive successful client outcomes. Provide operational support and analysis to scale services division and document workflows for consistent execution.

Started small business of in-home services to support individuals in need of non-medical care. Management responsibilities included all financial and operational aspects of 30 employees and risk management. Lead negotiation and close of successful sale of company to regional competitor.

Managed cross functional international team on a fraud investigation to track milestones, conduct daily and weekly status meetings, and proactively address escalations to ensure successful outcomes. Created project documentation to optimize workflows and support independent audit and client review.

Led all aspects of professional service and electronic discovery projects generating over $5M in annual revenue. Managed global teams, project timeline, budget, and deliverables. Tracked milestones and communicated status updates to all stakeholders throughout the project lifecycle.

Managed economic consulting projects and the forensic technology business unit for global economic consulting firm. Conducted research, analysis, and drafted expert reports in complex commercial and intellectual property litigation matters. Led economic and financial research to deepen understanding of net present value, discounted cash flow, and income statement valuation models.

Provided financial review and big-data analysis for large scale commercial insurance disputes. Analysis focused on supporting replacement cost, business interruption, and forecast lost revenues for multi-million-dollar commercial insurance claims.

Presented financial and economic analysis to support damages claims in legal disputes. Analysis included financial loss assessments, forecasting, and net present value calculations to be presented in legal proceedings.