Led Customer Success Strategy: Second CSM hire and first for the Agent Assist AI product. Built and scaled customer success strategies from inception, establishing frameworks that have become the foundation of customer engagement
Drove revenue growth: Achieved 118% net revenue retention (NRR) by executing strategic upsells and expansions, including upselling a single account into the top ARR contributor for our new Agent Assist AI product. Currently managing a portfolio representing 23% of total company revenue
Developed Core Playbooks: Created essential playbooks, including the first Executive Business Review (EBR) playbook, success plan templates, and churn mitigation frameworks, driving customer retention and renewals
Enhanced Customer Advocacy: Collaborated with customer champions to deliver 6 case studies, 4 webinars, and 5+ blog posts, strengthening thought leadership and customer loyalty
Scaled the Customer Success Team: Designed the recruitment process, including drafting up interview loops, and grew the CSM team from 2 to 10, aligning team growth with company objectives
Corporate Planning and Reporting: OpEx and COS Spending Analyst
Intel Corporation
Santa Clara, CA
01.2020 - 01.2021
Oversees operating and cost of sales expenditures of $18B/year across the entire company
Restructured key finance workflows throughout the company such as redefining how spending targets are set and managed saving the company 522+ hours a year in unproductive time
Leading business process management efforts to help document and integrate cost of sales targets into the overall Intel ecosystem ensuring the company is better able to track its overall gross margin
Manages cross-functional efforts to optimize spending within the overall company through working closely with key Operational Finance, External Reporting, Tax and Treasury partners
Leads OpEx and COS consolidations, target management, foreign currency hedging, and data analysis and validation efforts within SAP BPC and PowerBI systems to ensure the company is able to effectively monitor company-wide expenses
Silicon Photonics Product Finance Intern
Intel Corporation
Santa Clara, CA
06.2019 - 09.2019
Analyzed Intel's internal R&D spending data as well as R&D spending levels of direct competitors in order to create a strategy to spearhead our target margin goals
Designed a headcount shift to total savings model using sensitivity analysis that could save the division up to about $22.8 million dollars a year in R&D spend if implemented
Developed the division's first-ever detailed staffing structure analysis with direct comparisons to our competitors in regard to headcount rates, locations, and burden costs
Finance/Product Marketing
MDL GRND
Los Angeles, CA
01.2019 - 06.2019
Facilitated market research efforts for over 25 social media companies through utilizing TOM, SAM, and SOM analysis methods in order to accurately determine MDL GRND's competitive product landscape
Initiated startup efforts by managing the overall business product timeline ranging from finalizing a business plan to developing key features on the app to determining a financial metrics forecast
Management Consultant
Net Impact
Los Angeles, CA
10.2018 - 06.2019
Oversaw a market growth-oriented project from concept to success for a local social enterprise
Managed client relations as well as internal team relationships throughout duration of project ensuring proper communication was maintained
Administrator, Participations and Special Projects at Warner Bros. Discovery: Finance, Contract, Reporting & Administration (FCRA)Administrator, Participations and Special Projects at Warner Bros. Discovery: Finance, Contract, Reporting & Administration (FCRA)