Bodine & Company is a client experience (CX) products and services consultancy that helps enterprise customers create quantifiable growth opportunities, drive revenue and loyalty, and decrease cost to serve. Founded in 2014, clients include: Cisco, IBM, E*Trade, John Hancock, GE Capital, and Salesforce.• Executive and tactical responsibility for Customer Success, Client Experience, Go-To-Market (GTM) strategy, revenue growth and operations, and P&L management to maximize YoY growth and profitability.• Develop, lead, and measure high-performing consultancy teams, programs, and processes that maximize customer outcomes and value delivered. Responsible for internal and external resources including Vendor / Partner Management, Operations, Enablement, Go-To-Market (GTM), Customer Success, Customer Experience, Implementation, Professional Services, Product, Sales, Technology, Marketing, and all Client Services.• Globally minded leader who thoughtfully balances company success and customer success, resulting in revenue growth and profitability.

Our mission is to empower all employees to thrive by delivering knowledge exactly when and where they need it. Meet the first enablement experience designed for the rep.Spekit's Enablement Platform puts the power to be successful into the hands of your team by instantly delivering the resources they need where they’re working so that they can learn, execute and win faster.

ADP offers industry-leading SaaS solutions, including innovations within Payments (FinTech / FinServ) to its 700,000 global customers. Founded in 1949, ADP has 58,000 employees and $14.5B annual revenue. • Managed the intersection of client experience, Go-To-Market (GTM), customer success, revenue operations, and strategy for “Future of Payments,” ADP’s high-growth startup within the Global Money Movement and Compliance (GMMC) division of Compliance Solutions.• Directed annual and quarterly strategic planning, annual Sales Kick Off (SKO) planning, resource and capacity forecasting, and development of key ROIs and KPIs for delivering revenue growth, decreasing cost to serve, and maximizing operational effectiveness.• Introduced the synthesis of voice of the client (VOC) data with financial models, yielding statistically relevant trends associated with revenue growth opportunities and financial risk exposure. Data sources included Net Promoter System (NPS and tNPS), Client Advisory Boards (CAB), Client Journey Mapping (CJM), Effortless Quality Index (EQI), service ticket data, Customer Satisfaction (CSAT), and Customer Effort (CES).• Leader of leaders (team size: ~22); mobilized the teams, products, and processes to enable the movement of over $2 trillion a year in payroll and taxes, covering 40+ million workers around the world.

Nomis offers enterprise subscription-based FinTech / FinServ software (SaaS), empowering large and medium-sized retail banks to better understand their deposit and lending customers. Founded in 2002, Nomis has 150+ employees and $31MM annual revenue (acquired post Series C).• Architected, built, executed, scaled, and operationalized the first US Customer Success & Customer Experience organizations, with the primary objective of driving revenue growth through acquisition, expansion, and retention of MRR and ARR. • Grew revenue by > 25%, reduced churn to < 5%, and increased NPS from single-digit to 34.• Owned divisional P&L ($MM); led operational forecasting, strategic planning, capacity planning, and development of key ROIs and KPIs for driving productivity, optimizing processes, and enhancing operational efficiency.• Leader of leaders (team size: ~11); member of Senior Leadership and reported to CEO. Responsible for teams including Go-To-Market (GTM), Customer Success, Customer Experience, Implementation, Professional Services, Operations, and all Voice of the Customer (VOC) initiatives (NPS, CJM, CAB, CES, CSAT).

LPL Financial offers subscription-based FinTech / FinServ advisory software (SaaS), enabling 19,000 financial advisors to build smarter, more successful independent practices. Founded in 1989, LPL has 4,000+ employees, $5.9B annual revenue, and $1T AUM.• Execution and P&L ($MM) leadership for transformative Data Center migration, ensuring project delivery of innovative, stable, and effective technology solutions for maximizing client, product, and company growth.• Centralized project management operational remit, including Technical Operations, Technical Project and Program Management, DC Ops, Business Analysts, Onshore and Offshore Vendor Management (PwC, IBM).• Leader of leaders (team size: ~40); data center migration reduced footprint and costs by > 50%, while achieving 94% virtualization across DEV, QA, and Production platforms in 2 years.

AAV was a B2B tech startup that helped enterprise organizations better collaborate through audio visual products and services. Founded in 1999 and acquired in 2016, AAV had 150+ employees and $65MM annual revenue. Clients included Intuit, DLA Piper, Sony Electronics, and LPL Financial.• Conceptualized, designed, prioritized, executed, and scaled go-to-market (GTM) motions, client implementation and onboarding, product adoption, revenue growth (upsells, cross-sells), revenue retention, and all Voice of the Customer (VOC) initiatives.• P&L ($MM) responsibility across the business, including Sales, Marketing, Operations, Finance, Product, Technology, Engineering, Professional Services, and Support. • Leader of leaders (team size: ~25); scaled revenue from < $2MM to $65MM. Onboarded as employee #5 and scaled to 150 employees.