Clinical Notes AI leverages the power of AI in clinical documentation to maximize quality and efficiency in your practice. Responsible for business development, full-cycle sales, customer success (training, onboarding and engagement) and account management during startup and early stage growth.

Designed and delivered custom global leadership development programs in the US, UK, AU/NZ and Spain. - Foundations in Leadership program for 80+ global leaders - Situational Leadership - core program and deeper dive sessions - Performance Management: Assessment, Goal Identification & CoachingBuilt and led customer onboarding across the US product suite. - Validated purchase decisions, led implementation and supported revenue retention and expansion - Supported the acquisition of 5 companies and 3 core products over 3 years - Scaled onboarding from start of 2020 to end of 2023 from 1,500 customers and $6.5M in Annual Recurring Revenue to 25,000+ customers and over $45M in ARR - Created the strategy, structure, standards, work flows and materials for customer onboarding for SaaS products - Hired, trained and led team of Customer Onboarding Consultants, including my successorDesigned product training program for US employees - Ongoing training across US SaaS product suite - Monthly product/process learning calls for each product - Customized learning sessions for each department

Designed and built ObstacleEdge as the first of it's kind Obstacle Course Racing (OCR) interest and athlete directory site, highlighting the sport of OCR - built the business to a successful exit.FitLincMedia wass a Brand Development, Social Media Management and Athlete Representation consultancy specializing in OCR. Helping businesses and individual influencers (athletes, personalities) develop a compelling brand, form strategic partnerships and use the power of social media to engage a targeted audience.

Co-Founded the highest traffic Medical Spa in San Diego and led growth to 20 employees and successful exit.Led Sales Strategy and Ops, Customer Service and Reception. Responsible for all revenue - business development, initial sales, cross-sell/upsell and revenue retention.* Drove growth from $0 AR to $1.4M AR by year 3 * Recruited, hired, trained and led Sales and Service team - had just 1 voluntary turn in 3.5 years * Managed on-site daily operations (physical space, staff and patient scheduling, CRM/payments, promotions and all staff and patients needs)

Fractional and Interim Leadership roles in OD, Training, and Leadership Development:* Designing, building and delivering leadership/talent development programs* Designing, building and leading training/learning teams* Mid-Senior level performance coaching* Culture assessment and development* Performance evaluation and development* Employee relations and org communication* Customer experience journey and program design* Process assessment, improvement and designIndustries* eCommerce* Technology (SaaS)* Health Care* Education* Hospitality/Tourism* Telecommunications

Developed and led undergraduate and master's level courses in Business and Psychology at: Syracuse University, Suffolk University, New School of Architecture, California School of Professional Psychology, and the University of Phoenix (online and classroom).1. Human Resources Management2. Training & Leadership Development in Organizations3. Industrial/Organizational Psychology4. Statistics in Behavioral Science5. Research Methods in Behavioral Science6. Cognitive Psychology7. Environmental Psychology8. Thought and Decision-Making in a Complex World9. Abnormal Psychology10. Behavior Modification11. Introduction to Psychology12. Introduction to Business Communications

Responsible for the development and oversight of customer service, direct sales and technical training function across 4 nation-wide call center locations housing 600 employees. Led internal team of 5 trainers and supported 3 remote partner trainers. Helped grow organization to successful sale to Best Buy Corp.* Designed and delivered customer save/retention program for Service department that decreased churn by 27% and saved $80,000 in ARR within the first 6-months.

* Responsible for the strategic alignment of learning and development to organizational goals * Leadership development & performance coaching program design and delivery for site Directors* Employee engagement and performance improvement training program development and delivery * Design, delivery, and analysis of organizational culture and engagement surveys

* Worked under the legendary Paul Hersey, founder of Situational Leadership and mentor to Ken Blanchard* Facilitated Situational Leadership training program with Fortune 500 companies* Authored white papers on SL client impact* Co-edited Management of Organizational Behavior (9th edition) - best selling management textbook in history

Provided outpatient clinic therapy services. Responsible for diagnosis, treatment planning and weekly therapy for 8-12 clients.

* Developed and led Wellness program and Employee Coaching program for 1,000 employee call center. * Designed, delivered, and analyzed employee job satisfaction survey, stress reduction and employee engagement programs. * Delivered strategic and functional team-building support.* Designed and delivered new hire orientation stress reduction training workshop.

Provided education and treatment services for chronic pain patients.

Provided therapy to kids and families through the Department of Child & Adolescent Psychiatry. Maintained caseload of 10-15 patients during 1.5 year internship. Offered full-time position.