Launching Lausanne’s Digital Ecosystem and supporting L4 Congress. Manning Lausanne's booth at the Digital Discovery Center in South Korea in September 2024

Spearheading partnerships and digital transformation for organizations, warehouses, and distribution centers of all sizes and types who are acquiring, processing, and delivering charitable donations for our neighbors in need

Founder and ED for 501(c)(3) fiscally sponsored nonprofit. More than 440+ vetted members in 35 countries and 68 cities working and investing in the ethical development and deployment of AI, crypto, blockchain, and metaverse technologies. Our mission is to pray, gather, and innovate so that technology leads all generations to Jesus

Vision, Governance, Partnerships for worldwide community of 100+ vetted members https://www.cw3.global/

• Co-led the requirements gathering, alpha, beta, and go-live general release of new SaaS product• Designed and tracked OKRs, KPIs, health scores and implementation workflows for all customers• Managed 15+ accounts including demos, pilots, and customers through each phase in adoption• Spearhead launch of company’s social media strategy, brand marketing, quality assurance, product documentation, and customer training while directing 1 consultant, 4 interns, and 2 designers

Accelerating revenue growth by optimizing onboarding, implementation, and customer renewals

• Led cross-functional task force creating health scores and implementation workflows in Salesforce• Helped hire and train customer success manager to build out product knowledge base and tutorials• Managed 100+ customers [1.5M ARR] through each stage of lifecycle for 4 unique financial products • Partnered with AM team to mitigate churn, identify upsell, and pitch cross-sell opportunities

• Led customer onboarding, training & support for lunch-benefit accounts (50k-300k ARR)• Onsite & virtual QBRs with client HR/Facilities Directors to share program data • Prepared slide decks using market research, custom looker reports, and business intelligence• Renewals Manager for 45 clients accounting for ~$5.1M in company ARR• MoM quota attainment +4 months exceeded – Mar 104.2%, May 105.5%, Sep 104%, Oct 105%• Pioneered cross-sell playbook to optimize Lunch CS team + Snacks CS collaborations• Revamped customer health rubric, refining the metrics/event triggers building scoring model• Cultivated ~$2.1M opportunities pipeline through cross-sells, upsells, and churn mitigation • Represented CS in Culture Committee – Vote on company core values, plan budgeted events

• Led client onboarding, training, QBRs, & marketing strategy reviews for 2 survey products • Equipped client executives to create, deploy, & analyze the results of Marketing / SE surveys• Renewals Manager for 52 clients representing $1.8M in company ARR• Cultivated ~$300K in opportunities pipeline through cross-sells, up-sells, & churn mitigation• Cross-functional liaison between QA team and CS org to minimize content marketing errors • Rated ‘Fastest Onboarder’ during initial training by Director of Customer Success

• Began as Account Manager during team’s upskilling transition to Customer Success Associates • Trained and maintained a pipeline of 100+ accounts during their initial 60-day onboarding lifecycle• Customized marketing tools and analytics to fit individual merchant goals in 32+ business verticals• Helped drive greater loyalty, retention, and average spend for each customer segment• Conducted 5-7 appointments & 10-12 email exchanges daily to ramp up productivity

FiveStars helps businesses and communities thrive by turning every transaction into a relationship. Its mission is to make the power of a fortune-500 class customer loyalty program accessible to local businesses.

• Triaged account issues, educated, and rendered loan services to an average of 115 clients daily• Performed in top quartile of the 30-person customer insights team in placing successful callbacks• Adhered to key federal and state compliance policies alongside in-house best practices• Assisted customers strategically in each of the 20+ states in which LendUp is licensed to operate• Supported onboarding for four new account managers to become fully-fledged team contributors

I conducted community needs research, best practice benchmarking, and implementation analysis on behalf of foundations, nonprofits, and government agencies seeking to address the greatest social, economic, workforce, and health needs of our day.Through interviews, desktop research, written deliverables, and presentations I assisted in honing strategic enhancements to build stronger, more agile organizations. For example, I worked to help revitalize a client’s $190 million grant portfolio: Interviewing 9 stakeholders, synthesizing findings from over 40 interviews, crafting change management scenarios, and facilitating staff buy-in.

• Spearhead weekly community-building seminars, motivational workshops, and mentorship• Fundraised salary by cultivating relationships with UC Berkeley supporter network• Introduced students to the fellowship and shared its vision with them in personally relevant ways• Provided contextualized follow-up, onboarding, troubleshooting, and logistical support

• Analyzed pending psychological assessment of patients at 17+ counseling/interview sessions• Implemented curriculum for weekly post-incarceration rehabilitation seminars• Updated online records to track the progress of 12 psychologists and their respective patients• Filed paperwork, reorganized office binders, and carried out administrative and reception work

• Oversaw office management as receptionist, volunteer coordinator, and U-Visa assistant• Coordinated onboarding and training for 7 translation and office management volunteers• Processed paperwork, and streamlined visa application process for 35+ clients• Conducted 60+ interviews with potential clients to ascertain program eligibility

• Drafted pilot surveys used to gather subject demographic data to adjust experimental parameters• Distributed 5 surveys, photographed 10 subjects, and utilized fine-touch editing software • Streamlined the process of data coding and entry by accessing multiple web tools

•Conducted 20+ staff and participant interviews in English and Spanish to fuel grant writing updates•Pinpointed organizational strengths and needed improvements to healthcare access and provision •Provided food, toiletries, sexual health literature, and referrals to Fruitvale day laborers in English and Spanish

•Engaged in networking and media advisory projects •Facilitated collaborative partnerships between religious congregations, social advocacy groups, and public-interest law organizations•Mobilized local communities using teamwork to direct an interfaith immigration vigil