History of streamlining processes, increasing efficiency, and improving team performance with a hands-on approach to managing product needs. Detail-oriented and systematic with a positive and upbeat personality.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Product Owner/Customer Retention
Kenect
Pleasant Grove, UT
06.2022 - Current
Managed and gathered user stories
Led customer-facing product overview documentation
Explored and detected user pain points and needed product development
Maintained a healthy book of business of over $1.5 million
Managed customer integrations and APIs
Led customer journey improvement groups throughout CX
Developed product demonstrations and presentations for customers.
Managed implementation of new features by outlining plans and specifications such as how, where and when each component would work.
Focused on building critical features up front in order to identify constraints and technical challenges.
Customer Success Manager
Swell
Holiday, Utah
10.2021 - 06.2022
Managed in-depth API integrations between, and new customers
Developed and formed new books of business for the CX team
Managed SMB and Mid-market accounts
Trained and educated on full reputation management
Exceeded all CX team goals including retention with a 90% average
Managed new team structure and re-configuration alongside VP and Director of CX
Assisted customers with onboarding and product setup to foster successful adoption and usage.
Created customer support strategies to increase customer retention.
COM ( Customer Onboarding Manager )
Imagine Learning
Provo, UT
08.2020 - 10.2021
Excelled alongside other CX to complete onboarding of customers
Helped solve and investigate many uncommon issues within company CRM as well as software troubleshooting
Led decision groups on product and process improvement
Created smooth onboarding processes to help new hires adjust to company policies, procedures and processes.
Worked closely with new hires, answering questions and addressing various concerns during onboarding process.
Reviewed onboarding processes regularly, identifying and correcting deficiencies.
Enterprise Account Developer
NICE inContact
Sandy, UT
04.2019 - 08.2020
Produced sale opportunities for AEs
Spearheaded new initiatives and technologies alongside directors/Vice President
Helped train, and develop other SDR new hires
Close affiliation with AEs and Sales Managers in developing customer attainment
<ul>
<li>Spearheaded the entire lifecycle of MetalCloud as DeFacto head, a B2B SaaS platform for foundries, from ideation to scale — currently serving over 110 customers with over ₹1.1 crore in annual recurring revenue.</li>
<li>Drove a strategic product pivot from traceability to real-time metallurgy intelligence after 250+ customer interviews, significantly accelerating market fit and adoption.</li>
<li>Achieved 87% customer retention, a rare benchmark in B2B SaaS, by designing sticky, value-driven features, and strengthening onboarding and support processes.</li>
<li>Increased average order value 25x (from ₹20K to ₹5L); closed 67+ clients, including Tier 1 manufacturers, with the top 10% contributing over ₹5L annually.</li>
<li>Owned GTM and full-stack execution across product, sales, operations, and customer success; improved the demo-to-close conversion rate from 11% to 28% while maintaining CAC under ₹12K.</li>
<li>Operated in a zero-structure, founder-led environment, reporting directly to the CEO and CTO, with full accountability for the roadmap, execution, and revenue growth.</li>
</ul> at NowPurchase<ul>
<li>Spearheaded the entire lifecycle of MetalCloud as DeFacto head, a B2B SaaS platform for foundries, from ideation to scale — currently serving over 110 customers with over ₹1.1 crore in annual recurring revenue.</li>
<li>Drove a strategic product pivot from traceability to real-time metallurgy intelligence after 250+ customer interviews, significantly accelerating market fit and adoption.</li>
<li>Achieved 87% customer retention, a rare benchmark in B2B SaaS, by designing sticky, value-driven features, and strengthening onboarding and support processes.</li>
<li>Increased average order value 25x (from ₹20K to ₹5L); closed 67+ clients, including Tier 1 manufacturers, with the top 10% contributing over ₹5L annually.</li>
<li>Owned GTM and full-stack execution across product, sales, operations, and customer success; improved the demo-to-close conversion rate from 11% to 28% while maintaining CAC under ₹12K.</li>
<li>Operated in a zero-structure, founder-led environment, reporting directly to the CEO and CTO, with full accountability for the roadmap, execution, and revenue growth.</li>
</ul> at NowPurchase
<ul>
<li>Designed and led post-sale client experience strategy for AI-adoption SaaS firm, improving adoption for clients by 5x over industry benchmark and achieving 69% product-market fit (Sean Ellis test) in the US.</li>
<li>Spearheaded retention and expansion strategies through end-to-end user experience mapping and VOC insights, exceeding customer health score targets.</li>
<li>Partnered with Product, Sales, and Marketing teams to translate client experience designs and feedback into technical requirements.</li>
<li>Launched user and client experience enhancement initiatives that improved onboarding speed and reduced friction for enterprise clients.</li>
<li>Built client success frameworks and success plans focused on renewal, upsell, and customer advocacy.</li>
<li>Drove consensus on the customer experience vision across internal stakeholders through data reporting and live presentations.</li>
</ul> at Multiverse / AdoptionAI<ul>
<li>Designed and led post-sale client experience strategy for AI-adoption SaaS firm, improving adoption for clients by 5x over industry benchmark and achieving 69% product-market fit (Sean Ellis test) in the US.</li>
<li>Spearheaded retention and expansion strategies through end-to-end user experience mapping and VOC insights, exceeding customer health score targets.</li>
<li>Partnered with Product, Sales, and Marketing teams to translate client experience designs and feedback into technical requirements.</li>
<li>Launched user and client experience enhancement initiatives that improved onboarding speed and reduced friction for enterprise clients.</li>
<li>Built client success frameworks and success plans focused on renewal, upsell, and customer advocacy.</li>
<li>Drove consensus on the customer experience vision across internal stakeholders through data reporting and live presentations.</li>
</ul> at Multiverse / AdoptionAI