Leading Basware's global Customer Success team responsible for driving customer value and retention while enabling customer expansion and advocacy.

Responsible for Global Customer Success at Infogix - a leading global data quality, data governance and data analytics software company with over 300 customers. During my tenure, built a CS team from scratch. We were responsible for all customer success including renewals, maintenance and expansion. Customers include American Express, Sirius XM, Progressive Insurance, HCSC, Anthem, Mass Mutual, Northwestern Mutual, Nordea Bank, Lloyds of London, and many other leading brands.

Responsible for comprehensive account strategy, customer success, customer programs, and customer experience for Infogix Inc., a leading software company providing solutions to the financial services, insurance, telecommunication and healthcare industries. Managing a team that is responsible for customer license renewals, expansion and engagement. Also responsible for the Customer Leadership Council, a group of 35 premier customers that provide ongoing feedback and direction to our company leadership.

Leading the customer marketing initiatives for a 30 year old enterprise software company focused on providing controls and visibility software for top financial services and healthcare companies. Successfully managed the re-design of the new corporate website www.infogix.com to align with a vertical market strategy. Through a mix of events and activities was able to triple customer engagement while also generating a huge increase in qualified leads. Also brought back the company annual conference with very positive results. Successfully implemented multiple programs to generate interactions with customers and prospects, build customer intimacy and drive leads for the sales team.

Responsible for Customer onboarding, training and success for this high-growth start-up tech firm that created an online SaaS software solution for patent management. Customers included Johnson & Johnson, Unilever and many other Fortune 500 brands.

Opened a new branch location and led the compliance review, employee hiring, and financial reporting for the branch as well as worked as a financial advisor managing a large book of business. Differentiated my business by hosting regular customer engagement events that both retained and grew the customer base.

Managed a brokerage office and significantly expanded the asset base through the use of creative marketing, superior customer service and comprehensive product knowledge.

Started as a representative on the new accounts team, and was quickly promoted to lead the team handing inbound new account/customer calls from around the world. Maintained exceptional customer service ratings and exceeded new account opening goals.