Career Timeline

2024
2022
2020
2016

Career Impact Metrics

$2.5M
Total Revenue Generated
Across all roles and portfolios
109%
Highest Retention Rate
Achieved at HubSpot
13%
ARR Growth
Current portfolio increase
150+
Enterprise Clients
Successfully managed

Enterprise Customer Success Manager

Brandwatch

Remote • Tampa, FL

Nov 2024 - Present

Leading customer success for Brandwatch's most strategic F500 accounts, serving as a trusted advisor to the world's most complex and influential brands across pharmaceutical, financial services, and technology sectors.

$2M
ARR Portfolio Value
13%
Portfolio ARR Increase
13
F500 Enterprise Accounts
$390K
Expansion Revenue Generated

Key Responsibilities & Achievements

  • Manage strategic portfolio of 13 F500 enterprise accounts totaling $2M in ARR
  • Increased portfolio ARR by 13% ($390K) through strategic expansion opportunities
  • Secured company's largest Q4 renewal by mitigating RFP churn risk
  • Drove increased platform adoption for top-tier investment bank through tailored training
  • Influenced onboarding strategy by identifying systemic process gaps
Strategic Account Management Revenue Expansion Churn Mitigation Executive Advisory Digital Consumer Intelligence

Senior Customer Success Manager

HubSpot

Remote

Jun 2022 - Nov 2024

Spearheaded customer success strategies for 150+ clients, achieving exceptional retention rates and earning recognition through the President's Club Award for outstanding performance.

109%
Revenue Retention Rate
98%
Contract Renewal Rate
15%
Churn Reduction
22%
YoY Account Expansion

Key Responsibilities & Achievements

  • Achieved 109% revenue retention rate, earning 2023 President's Club Award
  • Directed cross-functional teams to reduce churn by 15% through proactive management
  • Secured contract renewals with 98% renewal rate through strategic relationship management
  • Conducted 50+ quarterly business reviews, increasing account expansion by 22% YoY
  • Championed customer feedback to product teams, improving NPS scores by 12%
  • Delivered weekly enablement sessions, improving team performance by 20%
Customer Success Strategy Data-Driven Insights Cross-Functional Leadership Product Adoption Team Enablement

Director of Customer Success

Lean Solutions Group

Remote

Mar 2020 - Jun 2022

Led the customer success department through a period of significant growth, generating substantial revenue while building and scaling the team with best practices and achieving exceptional retention metrics.

$2.5M
Revenue Generated
90%
Upsell Success Rate
3%
Churn Rate
98%
Client Retention Rate

Key Responsibilities & Achievements

  • Generated $2.5M in revenue with 90% upsell success rate
  • Exceeded annual revenue targets: 119% in FY20, 211% in FY21, 250% in FY22
  • Raised NPS from 84 to 92 through strategic customer experience improvements
  • Promoted to Director after exceeding $1M revenue targets
  • Led QBRs and strategic planning for 70+ mid-market accounts
  • Managed, hired, and trained a team of CSMs, achieving 25% improvement in retention
Team Leadership Revenue Generation Process Optimization Customer Experience Strategic Planning

Enterprise Account Executive

ConnectWise

Tampa, FL

Mar 2016 - Mar 2020

Formulated go-to-market strategies for MSPs, addressing business inefficiencies and enabling agility. Developed deep expertise in enterprise sales and complex deal negotiation in the technology sector.

Key Responsibilities & Achievements

  • Developed go-to-market strategies for managed service providers (MSPs)
  • Addressed complex business inefficiencies through technology solutions
  • Enabled organizational agility for enterprise clients
  • Built expertise in enterprise sales and commercial negotiation
  • Established foundation for transition to customer success
Enterprise Sales Go-to-Market Strategy MSP Solutions Commercial Negotiation Business Development

Ready to Drive Growth Together?

Let's discuss how my experience in customer success strategy and revenue expansion can contribute to your organization's success.

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