
With 20+ years leading IT service delivery across multi-region MSP environments, I specialize in post-M&A integration, AI-enhanced operations, and client experience transformation. At Thrive, I’ve architected scalable frameworks that drive 100% CSAT, reduce at-risk clients by 83%, and elevate resource utilization to 94%, while mentoring high-performing teams and embedding ITIL, Lean Six Sigma, and automation-first principles.
My leadership philosophy blends data-driven decision-making with people-first development. I build systems that anticipate risk, unify teams post-acquisition, and empower frontline managers to lead with clarity and purpose. From designing Support Integration Gap Analyses and Cutover Assistance Plans to building executive dashboards and manager onboarding programs, I focus on operational resilience and strategic enablement.
Currently curating an executive learning roadmap to deepen boardroom fluency in supply chain, innovation, finance, and modern leadership; anchored by strategic dashboards and frameworks that visualize VP-level impact across service domains.
Let’s connect if you're scaling, integrating, or reimaging your service model and need a partner who builds for legacy, not just lift.
🔷 Key Areas of Impact
✅ MSP Transformation & Service Delivery Leadership
✅ AI-Enhanced Operations & Workflow Automation
✅ SLA/OLA Optimization & Escalation Management
✅ Post-M&A Integration & Team Unification
✅ Strategic Communications, Mentoring & Enablement
✅ Executive Dashboards & Boardroom Readiness
✅ Lead multi-region MSP operations post-acquisition, aligning PODs and service teams across Texas & Mid-Atlantic for scalable delivery and cultural integration.
✅ Achieved 100% CSAT and reduced at-risk clients by 83% YTD, leveraging onboarding frameworks and client experience OKRs to exceed retention benchmarks.
✅ Improved OLA responsiveness by 8% and accelerated task management to 87% through workflow automation and SDM enablement.
✅ Elevated resource utilization to 94%, streamlining redundant structures and embedding agile service models.
✅ Designed and deployed strategic frameworks including:
• Support Integration Gap Analysis (9-section post-M&A playbook)
• Integration Cutover Assistance Plan (phased transition guide with executive summaries)
• Client Experience OKR Dashboard (used in executive reviews to monitor CSAT, risk, and engagement)
✅ Influenced pricing strategy through client-level labor efficiency and margin analysis, now used in account management and QBRs.
✅ Embedded manager training plans and role-based onboarding templates to accelerate leadership transitions and preserve cultural norms.
✅ Engaged early in sales cycle with a top client, guiding onboarding and support strategy—reinforcing Thrive’s position as a strategic partner.
✅ Founded Thrive’s first Incident Management Team, reducing downtime and aligning escalation protocols with SLA and ITIL standards.
✅ Recovered $2M in annual revenue by operationalizing root cause analysis, client retention strategies, and proactive service assurance.
✅ Launched scalable QA systems and recurring issue prevention frameworks, now embedded in POD workflows and onboarding.
✅ Embedded ITIL-aligned practices across escalation and service assurance, driving consistency and cross-team accountability.
✅ Developed early versions of Thrive’s client health scoring models and ticket velocity benchmarks, laying the groundwork for executive-level dashboards.
✅ Partnered with service delivery and account teams to triage high-risk clients, influencing retention strategy and margin recovery.
✅ Mentored future managers and escalation leads, instilling a culture of ownership, transparency, and continuous improvement.
✅ Directed cybersecurity and infrastructure initiatives across healthcare, finance, and government sectors, ensuring secure, compliant, and scalable outcomes.
✅ Served as strategic liaison between engineering teams and enterprise clients, aligning delivery with business risk and regulatory requirements.
✅ Improved delivery velocity and reduced scope creep by implementing standardized frameworks and consultative engagement models.
✅ Led cross-functional teams in vulnerability remediation, infrastructure modernization, and compliance readiness, reinforcing CBI’s position as a trusted security partner.
✅ Oversaw MSP service delivery across diverse client environments, consistently achieving 98.5%+ CSAT and SLA adherence.
✅ Designed tiered support frameworks with optimized ticketing workflows and escalation protocols, improving responsiveness and team clarity.
✅ Launched QA and incident response functions, embedding ITIL practices to drive continuous improvement and service resilience.
✅ Stepped into Director-level responsibilities during leadership transitions; recognized with the Plan, Do, Review Excellence Award.
✅ Mentored technical staff and team leads, cultivating internal leadership pipelines and reinforcing Fulcrum’s service culture.
✅ Managed a $11M+ project portfolio delivering enterprise document management solutions across mid-market and enterprise clients.
✅ Achieved 98% client retention through strategic onboarding, support transitions, and proactive relationship management.
✅ Standardized delivery methodologies with reusable frameworks and best practice playbooks, improving implementation consistency and scalability.
✅ Led cross-functional implementations ensuring business and technical alignment, positioning KYOCERA as a strategic enabler in digital transformation.
Published Contributor – MSP Secrets Revealed
Mark Copeman · April 2020
Featured on page 119 of MSP Secrets Revealed, sharing insights on strategic hiring and team development in high-turnover environments.
Built Scalable Escalation Management Team from Ground Up
Thrive · 2023–2024
Established a centralized escalation management function to unify service delivery across multi-region MSP operations.
Architected Post-M&A Escalation Framework
Thrive · 2023–2024
Led the design and deployment of a scalable escalation management framework following multi-region MSP acquisition.
Mentored Emerging Leaders Across MSP Ecosystem
Thrive & Fulcrum Group · 2020–2025
Championed mentorship and strategic coaching for high-potential team members.
Babson College – Executive Education (via edX)
Completed a curated suite of professional certificates designed for senior leaders navigating innovation and transformation. Focus areas:
Harvard Online – Professional Development (via edX)
Advanced leadership coursework tailored for high-impact communication and remote team enablement. Focus areas:
Gies College of Business – University of Illinois Urbana-Champaign
Completed iMBA specializations via Coursera, emphasizing enterprise strategy and financial stewardship. Focus areas:
Gies College of Business – Skills iCademy Microcredential Series
Microcredentials focused on introspective leadership and purpose-driven motivation. Focus areas:
New York Institute of Finance – Professional Certificate in Mergers & Acquisitions
Focused on corporate finance strategy, deal structuring, and post-merger integration.
YEARS OF PROFESSIONAL EXPERIENCE