Experience

2023: Senior CSM @ OneSchema

First Customer Success hire

2022: Investor @ Angel Squad

Investing with Hustle Fund at https://www.hustlefund.vc/angelsquad

2018: Strategic CSM @ Affinity

Develop strategies that encourage user retention and engagement; collaborate across internal teams to identify customer pain points, migrate data, prioritize product feedback, and develop content for onboarding best practices

Implement tailored customer success playbooks based on OKRs and facilitate conversations with key stakeholders in VC firms; identify and pursue upsell / expansion opportunities while managing a book of business

Consistently met or surpassed individual NRR & upsell goals for account renewals; Knowledge of VC workflows (Dealflow, LP Management, Portfolio Tracking) and familiarity with API / building out Zapier integrations for various tech stacks

2016: Program Manager @ Publicis Sapient

Managed digital transformation projects related to website redesign, mobile app development, and artificial intelligence.

Industries: Consumer Technology, Cruise Lines, Financial Services, Quick Service Restaurants, and Real Estate

Responsibilities Include:
• Project Scoping
• Project Planning & Scheduling
• Managing a Team (creative and tech) including offshore/international team members
• Staffing a Team & Setting expectations for an Agile workflow
• Organizing requirements
• Project Brief creation
• Client Communication
• Burn Reporting/Project hours tracking
• Project Budgeting
• QA/Proofing
• Knowledge of JIRA & Confluence