Jan 2017 – Apr 2018 · 1 yr 3 mos · Indianapolis, Indiana, United States

• Focused on a customer first approach to adoption, aimed at defining and creating a best in class SaaS customer experience. Developed strategic frameworks for the Customer Success team to leverage during customer engagements, including the development and launch of formal quarterly business reviews, account planning, change management best practices, customer usage reporting, and customer health scoring, benchmarking, and monitoring. Passionately advocated for the customer experience including participation in voice the customer programs, hosting sessions at customer advisory board events and monthly customer webinars, collaborative product road map conversations, and thought leadership content generation and speaking opportunities. Created early warning sign tracking and an escalation process to swarm customer issues with a white glove experience.

Jan 2015 – Dec 2016 · 1 yr 11 mos · Indianapolis, Indiana, United States

• Built and maintained strong, and lasting customer relationships, as a main point of contact responsible for all upsell, cross sell, and renewal activities for a book of business. Prioritized customer success with the adoption of Octiv products as a technical product expert able to assist with product implementation, technical support troubleshooting, new use case development, account reviews, and product enhancement requests. Engaged with admins to c-suite executives to build success stories centered around positive customer outcomes, fast time to value for their SaaS products, and increased ROI. Consistently met or exceeded 100% of target retention and growth goals.

Aug 2014 – Jan 2015 · 5 mos · Indianapolis, Indiana, United States

• I was introduced to the SaaS world with a BDR role targeted at outreach to potential prospect companies. I still believe today that there isn’t a better role to quickly immerse you in learning a customer’s needs, the competitive landscape, and about your valuable partnerships than being on the front lines identifying and qualifying potential sales opportunities. This laid the foundation for my career in SaaS helping customer’s solve real business problems, by building better processes, with more efficient systems, powered by stronger data, overall allowing them to achieve better business outcomes.

Aug 2013 – Aug 2014 · 1 yr · Greater Indianapolis

• Joined the Epalign team through the Kevin Kennedy Associates acquisition.
• Led the litigation consulting services team, responsible for providing all litigation engagement related client services and management coordination including marketing content creation, lead generation, signing new client engagements, managing all expert witness engagements, tracking client deliverables, and planning for business unit success in the future as a member of the management team.

Jun 2012 – Aug 2013 · 1 yr 2 mos · Greater Indianapolis

• Oversaw approximately 120 projects at a given time, following a sale from initial interaction to overall project completion. Coordinated expert selection, proposal writing and negotiations, examination of client’s risk analysis and determination of payment terms, all Nondisclosure Agreements and modifications necessary, and internal budgeting- among other project coordination duties. Analyzed and presented company performance reports to management. Increased efficiency through examination of pricing standards, templates, and overall business processes. Created web content, including the company blog, content landing pages, case studies and white papers, press releases and marketing announcements; maintained the social media presence and managed all direct mail, email, and networking campaigns. Planned and attended marketing sponsorship events and booths at various trade conferences and local events.

Jun 2011 – Jun 2012 · 1 yr

• Leadership consultant position which entails traveling to chapters on various college campuses (United States and Canada) to promote the values and mission of Delta Gamma Fraternity. Experience includes establishing working relationships with collegiate leaders and chapter members, chapter advisers and Fraternity/Sorority Campus professionals, as well as active guidance in the development and success of Delta Gamma collegiate chapters by enhancing financial, operational, and administrative areas within each chapter.

Aug 2010 – Jun 2011 · 10 mos

• Developed through the generosity of the Lilly Endowment, the Butler Business Accelerator represents an exciting stage in the evolution of the College of Business at Butler University. Operationally, the Accelerator is a consulting business designed to serve middle market companies in Central Indiana. Teams of professional consultants, faculty and students work directly with these companies - helping them to grow and simultaneously providing a living laboratory in which undergraduate and MBA students learn and experience real business problems and situations.

May 2010 – Aug 2010 · 3 mos

• Develop and implement research strategies, enhance office communication, and support with special projects for the Protis team. Work to expand social media opportunities to drive business and establish Protis as the most recognized name in executive recruitment.

Aug 2008 – May 2009 · 9 mos

• In alignment with the educational mission of Butler University and the Division of Student Affairs, the Office for Programs for Leadership and Service Education (PuLSE), in partnership with students, strives to create an environment that encourages educational and social growth with a dedication to continuous processing and application of experiences. By intentionally engaging students in interactive and diverse opportunities, the Office seeks to develop an ongoing commitment to leadership, service, and learning.