Results-driven leader with expertise in collaborative leadership, strategic planning, and process improvement, delivering innovative solutions to drive customer retention and satisfaction. Proven ability to build and develop high-performing teams while implementing data-driven strategies to achieve organizational goals.
Work History
Vice President of Customer Success
3 Months
WellRight | 08.2026 - Current
Directed client success strategies to strengthen engagement and retention across wellness program portfolios.
Developed executive relationships to support renewals, expansion, and long-term partnership growth.
Led cross-functional teams to deliver implementation plans aligned with customer goals and timelines.
Oversaw operational reviews to identify process gaps and improve service consistency.
Coordinated product and account priorities to resolve client issues and accelerate adoption.
Refined reporting workflows to improve visibility into participation, outcomes, and program performance.
Cultivated strong relationships with key stakeholders, including customers, vendors, regulators, and community leaders to promote collaboration and long-term success.
Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
Collaborated with senior management to develop strategic initiatives and long term goals.
Negotiated high-value contracts that maximized profitability while mitigating risks for the organization.
Developed new revenue streams by identifying growth opportunities and forging strategic partnerships with key industry players.
Established a culture of continuous improvement, fostering innovation and driving sustainable growth across the organization.
Identified opportunities to improve business process flows and productivity.
Built high-performance teams through effective recruitment practices focused on competency alignment coupled with ongoing performance management processes.
Championed talent development programs, promoting employee engagement and retention while enhancing overall workforce capabilities.
Senior Director of Customer Success
3 Years 7 Months
Carrot Fertility | 02.2022 - 09.2025
Achieved 97% customer retention and world-class customer satisfaction scores
Built and implemented digital touch program across customer journey to enhance engagement
Identified repeatable strategies and playbooks to mitigate churn and drive engagement
Led and developed a team of Managers and Customer Success Managers
Tested and developed customer success best practices
Helped to build out the digital touch program across the customer journey
Fostered collaboration and innovation culture across all departments to drive shared success
Built relationships with key external partners to ensure successful implementation of business strategies.
Maintained open dialogue with executive leadership and internal stakeholders on current initiatives to ensure alignment
Vice President of Client Success
11 Months
SYNQ3 Restaurant Solutions | 03.2021 - 02.2022
Contributed as a member of the Executive Leadership Team.
Led cross-functional projects with business development, product, reporting, and service teams to enhance collaborative outcomes.
Established KPI metrics for client success organization
Managed all client retention and growth efforts.
Developed, managed, and expanded the CSM and Implementation teams as SYNQ3 continued to grow
Cultivated executive relationships with key enterprise clients to drive client engagement and satisfaction.
Led cross-functional projects with the business development, product, reporting, and service
Worked closely with the product team to ensure key client needs are captured in product
Directed strategic planning efforts that aligned organizational objectives with short-term goals and long-term growth initiatives.
Strategic Director of Client Success
5 Years 11 Months
Virgin Pulse | 04.2015 - 03.2021
Cultivated engaging culture enhancing employee satisfaction and loyalty
Oversaw operational delivery for SaaS business services ensuring alignment with client needs
Developed and documented Client Success processes and procedures to scale the organization
Led team of 15 direct reports (200+ dotted line)
Coordinated resources across departments in order to deliver high-quality service experiences.
Demonstrated strong project management skills including conceptualization; analysis; driving alignment; planning resources; managing across teams; managing milestones and owning success
Created and curated a fun and engaging culture that drove employee satisfaction and loyalty
Coordinated cross-departmental resources to deliver consistent, high-quality service experiences.
CRD Account Executive
2 Years 2 Months
Business Wire Boston | 02.2013 - 04.2015
Increased revenue through strategic engagement with existing clients
Generated additional revenue with existing clients
Negotiated and executed client contract renewals
Collaborated with cross-functional teams to generate innovative solutions for customers' needs.
Trained clients on Business Wire systems and best practices