Mar 2025 – Mar 2026 · 1 yr · Boulder, Colorado, United States · Remote

• Leading the transformation of Customer Success at Tebra by architecting and operationalizing AI-driven systems that scale onboarding, support, and merchant engagement. I built Tebra’s AI Use Case Intake framework and Forethought playbook to accelerate deflection, reduce manual lift, and enable capital-efficient growth across SMB and mid-market segments.
• Working cross-functionally with Product, RevOps, Support, and Enablement to drive AI adoption aligned to our PLG strategy. Currently executing an A/B test between Forethought and Intercom Fin AI to determine optimal fit for long-tail automation and in-product support.
• Key Highlights:
• Developed scalable intake + workflow design system for AI use cases
• Launched AI pilots that target >20% deflection and improved onboarding velocity
• Created stakeholder roles, tuning cadence, and success KPIs to ensure sustainable automation
• Extended automation use cases into onboarding, digital support, and CS insights
• Positioned AI as a strategic enabler for PLG and self-service merchant success

Oct 2021 – May 2025 · 3 yrs 7 mos · Denver, Colorado, United States

• I lead global GTM operations for a high-growth software organization, overseeing QBR Reporting (AoA), Weekly Forecasting (AoA), territory planning, and complex end-to-end workflows. My role also includes managing the revTech stack to align business systems with our go-to-market strategy, driving sales alignment, accelerating tool adoption, and optimizing processes for scalability and efficiency.
• Key Contributions
• Achieved a 70% YoY increase in sales tool adoption through strategic training and enablement.
• Executed 2 AI initiatives to enhance forecasting accuracy and data-driven decision-making.
• Developed an Agile intake process, improving cross-functional collaboration and project delivery speed.
• Spearheaded application rationalization, resulting in $1M in annual operating cost savings.

May 2018 – May 2018 · 0 mo

• I directed a portfolio exceeding $30M in Net Monthly Recurring Revenue (NMRR). I orchestrated various technical programs to drive growth and adoption while also expediting the release of custom training materials. Additionally, I conducted thorough evaluations of system tools to strengthen the Customer Success organization. One of the main aspects of my role was designing workflows to optimize user experience systems, processes, and tools.
• Notable Key Contributions:
• Pioneered a Customer360 model to enhance visibility into risk elements and track adoption at both individual customer and portfolio levels.
• Devised predictive account health models and a GTM renewal program to mitigate risk and safeguard recurring revenue.
• Led the transition of applications and multiple programs and initiatives through effective change management.
• Implemented early warning signs (EWS) analytics for MRR, enhancing risk mitigation strategies.
• Formulated and delivered an MBO program, reducing churn from 2% to under 1%.

Apr 2018 – Oct 2021 · 3 yrs 6 mos

• Oversaw the Global Services organization, integrating systems and processes to boost operational efficiency and accountability. Directed cross-functional teams to implement formalized business systems projects that supported key corporate objectives.
• Key Contributions
• Managed the Lightning transition in just 4 months, ensuring minimal disruption and fast adoption.
• Achieved $3M in savings through targeted application rationalization.
• Drove the successful completion of 4 Salesforce Experience Cloud projects, enhancing partner enablement and satisfaction.

Jan 2014 – Apr 2018 · 4 yrs 3 mos · Greater Denver Area · On-site

• Managed a $2.3B portfolio while leading a Demand Generation team delivering $182M in annual bookings. Oversaw technical programs and drove continuous improvement for multiple service lines.
• Key Contributions:
• Instituted standardized frameworks for program and project delivery, accelerating new business strategies.
• Deployed a revenue management system yielding $1B in recurring revenue.
• Coordinated global resource allocation to streamline implementations across diverse client engagements.

Jun 2012 – Jan 2014 · 1 yr 7 mos

• I developed and implemented a Lead-to-Partner program that enhanced the performance of the Global Inside Sales organization. At the same time, I launched a profitable cross-sell/upsell initiative. I provided business-critical insights to business partners through thorough data analysis, quickly identifying issues and suggesting effective actions. Additionally, I ensured accuracy in weekly, monthly, and quarterly forecasting processes, as well as consolidation and analysis. I also conducted opportunity pipeline analysis to identify potential gaps.
• Notable Key Contributions:
• Successfully led data quality, process, and automation activities that resulted in process efficiency improvements.
• Managed the quarter-end close process, enabling the sales team to meet booking targets.
• Recognized as a Subject Matter Expert (SME) for corporate cross-functional projects and initiatives and served as a catalyst for change by implementing sales process improvements.

May 2011 – Jun 2012 · 1 yr 1 mo

• Responsible for accurate forecasting, tracking and analysis of real-time sales performance metrics.
• Commissions plan structuring
• Develop sales metrics for sales enablement
• SharePoint development & administration
• Responsible for accurate forecasting, tracking and analysis of real-time sales performance metrics.
• Commissions plan structuring
• Develop sales metrics for sales enablement
• SharePoint development & administration
• Advanced experience in MS Office Suite, Business Objects, Oracle Data Suites (Siebel, Analytics’ & OBIEE)
• Program development & delivery based on market research analysis
• Advanced Data.com dashboard development.
• Management of waterfall metrics
• Process development and/or redesign and implementation
• Project managing organizational projects utilizing cross horizontal resources.
• Data Governance

Jan 2006 – May 2011 · 5 yrs 4 mos

• Responsible for accurate forecasting, tracking and analysis of Service Sales of WW Bookings & Revenue which exceeds 40 million dollars quarterly
• Identify and help developing new and renewal sales opportunities for WW Service Sales staff.
• Compile accurate reporting for commissioned sales staff
• Build operational reports for the following organizations on an on-going basis;
• Professional Services – resulting in ability to accurately assess where additional resources would be most beneficial to the organization.
• Elite Services – Tracking current customer activity on a World Wide basis
• Product Management – Providing historical revenue and booking data in key driving objectives (high-touch services and multi-year services)
• Channel Service Sales – Supply report to support Channel programs measuring Channel performance against key objectives.
• Creating horizontal relationships which are key to effective execution of key responsibilities.