- Built a customer success team globally (20+) that focused on Clearwater's largest strategic accounts in the Asset Management market space- This focus drove the growth of revenue for the strategic clients(+15MARR, +43%), additional product adoption, more successful implementations, and higher client satisfaction scores (2021 NPS: 72)- Manage multiple +10M ARR clients- Responsible for managing and executing internal and external relationship review reviewsClearwater Analytics® is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors. More than 1,000 organizations trust Clearwater Analytics to deliver timely, accurate, and comprehensive investment accounting and reporting on over $5.6T in assets daily. Our clients include corporate treasuries, insurance companies, investment managers, banks, governments, and other institutional investors both in the United States and worldwide.

- Manage 7+ teams within our Client Services/Customer Success Department (60+ employees).- Responsible for P&L, budget management, headcount resource planning, team building, mentorship/leadership of managers, performance management, PIP management, etc.- Managed new product teams, imp teams, growth teams, delivery teams- Manage Enterprise relationships for Clearwater and responsible for their continued success and expanding adoption of additional software applications- Mentor, lead, and guide teams of Customer Success Leads, Customer Success Executives, Customer Success Manager, Project Managers, Technical Analysts, and Program Managers- Act as a client advisor to investment management middle and back offices on best practices of SaaS implementations - Traveled all over the world working with our Enterprise Sales reps and Sales Team to build out a strong case for potential clients to partner with CWAN - I work closely with Investment Manager clients, Partners, Portfolio Managers, and Middle/Back Office Operation Teams to implement industry best practices and streamline their processes. I offer expert guidance on investment management software solutions, investment accounting regulations, and offer support to help clients and partners enhance their Clearwater experience. - Focused servicing on large and small RIA's, Fund Managers, and Investment Managers across the globe- Organize, facilitate, and ensure client success!

- Led team of 14 Customer Success Account Managers, Analysts, and Reporting Managers- Responsible to proactively service and find ways to improve and grow client relationships- Direct support of Enterprise level relationships- Enterprise sales support - Managed bi-annual reviews on employee performance

- Ensured delivery and set up of the Clearwater product from the sales, to implementation, to steady-state success of clients- SaaS Implementations & Integrations - Trusted to manage the largest implementation at the time (2M ARR)- Managed over 15 complex implementations at a time- I drove the implementation, project plan, and deliverables for both the client and Clearwater- Required coordination of multiple teams and resources

- Client Services/Customer success- Reconciled investment accounting daily on a daily basis to make sure it was available to Clearwater clients in a timely and accurate manner - Supported Clients on a daily basis and solving problems with them