As the Director of Client Success, I lead efforts to drive client retention, growth, and satisfaction, ensuring that every interaction delivers value and aligns with clients' business objectives. My responsibilities span vCIO service delivery, account management, sales strategy, and operational initiatives to seamlessly integrate our products and services into client environments. As a member of the senior leadership team, I contribute to shaping the company’s direction and key business decisions.I provide strategic direction for vCIO services to ensure alignment with clients' evolving needs, while leading the client success team in proactively managing accounts and fostering long-term relationships.In shaping the sales strategy, I focus on identifying growth opportunities, guiding sales teams, and aligning our offerings with market demands to drive revenue. Additionally, I oversee sales engineering to deliver tailored IT solutions that meet both business and technical requirements, ensuring that clients receive solutions designed for their specific needs. Working closely with marketing, I develop strategies to enhance brand visibility and support customer acquisition efforts. I also manage the operationalization of products, coordinating their smooth integration with service delivery processes. Through cross-functional collaboration, I help drive best practices across the organization, always with a focus on maximizing client lifetime value and supporting sustainable growth.

As a Senior Consultant, I focused on aligning clients' technology strategies with their business goals. Acting as a trusted advisor, I took the time to understand their operations and key processes, building strong relationships along the way. I helped increase technology adoption and identified opportunities for new services. By developing tailored IT roadmaps and conducting regular business reviews, I provided actionable recommendations to enhance efficiency, improve availability, and reduce risk. Collaborating closely with account management, sales, and technical teams, I ensured clients got the most value from their IT investments.

As a Pre-Sales Engineer I am my sales team's technical resource during the sale. I interface with customers and perform analysis of business challenges and identify technical issues. I actively drive and manage the technology evaluation stage of the sales process, working in conjunction with the sales team as the key technical advisor and product advocate. I partner with Sales teams by representing the technical aspects of how mindSHIFT can solve specific customer problems to assure complete customer satisfaction through all stages of the sales process.

Promote and manage solutions design activities to enhance Professional Services-based opportunities and revenue. Serve as the area subject matter expert in premier and specialty solutions. Consult with customers to gain an understanding of their business and technology requirements. Create a compelling business solution and design documents that meet client needs. Partner with Sales teams in the pre-sales design process for Professional Services and IT Services.