Built and led the Customer Success Onboarding and Adoption organization of NexHealth as the company grew from $20m to $40m ARR. Onboarding and Expansion specialists focused on setup, training, and adoption of features through their initial 30 days post-sale. Implemented structure and workflows that drove key performance metrics, such as:-Nine straight months of 0% Churn while in the onboarding stage.-66% reduction in onboarding timelines (90 > 30 days average).-153% increase in fundamental feature adoption while onboarding. YoY Adoption at onboarding graduation Q32023: 55% > Q32024 84%.Responsible for mentoring and coaching 3 Managers who oversaw their teams' daily tasks and metrics while driving career and professional development. Partnered with Sales, Product, & Strategy on new feature rollout, data-driven engagement strategies, and in-app self-service setup capabilities.

Built and led an organization of 4 managers overseeing 40 specialists to manage the NetNew and Expansion Onboarding of Podium customers. Teams work with customers in their first 60 days from opportunity closure to set up and provide best practice workflows for optimizing platform adoption and ROI. Tasked to oversee and overhaul the onboarding process to implement: -Daily input tracking, helping to pace towards OKR goals and measure individual IC performance.-Time to Value Improvement (60% improvement in Time to Kickoff and Time to Value from Opp Closed Won date)-Implemented adoption metric tracking and works, resulting in a 150% increase in Platform Daily Active Users.-Focus on Customer Obsession (Onboarding CSAT results improved 126% YoY)

Over 80,000 brands and millions of knowledge workers across 190 countries trust Smartsheet to help them accelerate business execution and address the volume and velocity of today’s collaborative work.I manage a Professional Services team that works hand in hand with our customers to identify and implement solutions that improve productivity, increase transparency, and drive better decision making at all levels of an organization.I lead and maintain revenue accountability for a team of Managers in the West and Asia Pacific region driving annual revenue growth through hiring and process development.

Managed a team of project managers that drove the development of customer sales presentations for the implementation of a metrics based advertising strategy.Partner with the regional Sales VP to develop strategies to maximize revenue on sales opportunities (13% higher closed-won rate on Client Solutions opportunities).Support my team in their development of effective, custom, insights-led storytelling for sales presentations and collateral.Drive and develop project methodology to maximize project throughput.

Lead a customer facing team to implement and deliver Vertafore Technical Solutions. Manage the day-to-day business as well as develop strategy for future growth and efficiency. Managed a customer facing implementation team of individual contributors, including project managers, business analysts, and product trainers.Exceeded goal expectations for revenue and billable utilization, while maintaining performance standards.Drove and developed the Professional Services Methodology initiative, ensuring consistent and successful adoption of our delivery framework while implementing efficiencies across our PS Practices.