• Member of the executive team for a $10M+ Seed/A Series funded marketing and placement platform servicing middle market brokers and national carriers transacting commercial property, casualty and specialty insurance, reporting directly to the CEO.• Designed and operationalized the success and implementation program from initial sale > renewal including processes for data integration, analysis, enrichment and user onboarding operations. Reduced onboarding time from 7 months to 8-12 weeks within 9 months.• Developed CRM, support and onboarding team workflows to support engagement of 13 of the top 50 middle market brokers and 5 major (top 10 P&C) Carriers from inception to delivery. Hired and onboarded 4 Client Success managers to execute on the strategy leading to full retention of all clients to date.

• Member of the executive team for a $6.5M Series A funded Agency Management System platform built on Salesforce servicing the $167B independent insurance agent market, reporting directly to the CEO and Board of Directors.• Supported sales by developing an enterprise-level 65-step implementation program comprised of 7 direct reports capable of 8-10 concurrent client on-boardings. New processes led to a tripling of sales and implementation capacity within first year.• Ensured rapid, appropriate ticket escalation by developing a digitized, tiered based support platform leading to increased customer success and 100% retention during tenure.• Designed partner strategy for performing client implementations doubling sales capacity and opening up new market opportunity for larger, more complex clients through consulting agreements.• Hired and adjusted team member roles based on identified skill sets, company needs and growth strategies increasing productivity and employee satisfaction. Oversaw growth from 8 to 22 f/t employees and from 6 to 12 contracted resources.• Implemented Agile practices with a team of 10 engineers leading to a 25% increase in deployable stories on time or ahead of schedule.• Spearheaded move from legacy tech stack to Microsoft O365. Created new process standards and conducted employee training leading to increased productivity and reducing internal costs and operational platforms by 20%.

• Member of the executive team for a $12M privately funded cyber and risk management platform primarily servicing AIG’s $170M book of P&C and cyber business.• Led the product strategy by identifying necessary features, functions and workflows for both AIG stakeholders and policyholders leading to increased penetration into the AIG book of business and ultimately a $12M investment in 2017.• Trained and on-boarded over 200 of AIG’s Risk Engineers which led to growth in the client base from 100 to over 2,500 active customers during tenure.• Developed strategy for internal growth across all customer success operations by leveraging software procurement, establishment of new processes for scale and hiring team members to support increased activity post funding. New processes and procedures led to 100% increase in on-boarding efficiency and success.• Oversaw the project management of a $3M office build out post funding by managing the contracting, architectural and interior designer relationships and execution of the project.

• Serviced the New England region of the company’s overall $2.5M book of business performing loss control activities, reporting to underwriting and working with the existing client base to reduce loss exposures.