Career timeline

Customer success · Implementation · Product thinking

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Career timeline

A decade of building what comes next

From client research and account support to leading customer success and implementation programs.

  1. September 2014 to September 2016

    Personal Risk Management Solutions

    Assistant Account Associate

    • Researched client insurance needs and prepared recommendations
    • Built carrier relationships to secure favorable terms and pricing

  2. September 2016 to May 2018

    Feedback Loop

    Office Manager & Research Operations Coordinator

    • Sourced research participants through campaigns and qualification surveys
    • Oversaw Zendesk support while keeping participant response time under 24 hours

  3. August 2018 to March 2022

    Informa · Omdia

    Customer Success Manager, then Americas Team Lead

    • Managed $14.7M in ACV across roughly 140 clients
    • Led three direct reports and improved retention from 83% to 87%

  4. March 2022 to January 2023

    TruePlan · Localize

    Senior Customer Success Manager, then Senior Account Manager

    • Owned 47 clients ranging from $15k to $125k ACV
    • Built lifecycle programs that helped win back two customers within 45 days

  5. February 2023 to June 2023

    EliseAI

    Enterprise Customer Success Manager

    • Owned 23 enterprise clients, each over $50k ACV
    • Used Mode and SQL to reduce business review preparation time by more than 28%

  6. July 2023 to February 2025

    Fiserv · SnapPay

    Customer Success Manager

    • Built the first customer success motion for a portfolio of 300+ accounts
    • Supported more than $53M in ARR and launched the product's first NPS program

  7. March 2025 to Present

    Hubflo

    Implementation & Customer Success Manager

    • Leads end to end onboarding and adoption for new clients
    • Connects product, support, and sales to keep implementation moving

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