Director, Professional Services - Program Management
MeridianLink
01.2015 - Current
Support Professional Services operations through forecasting, utilization management, hiring, revenue tracking, and leadership reporting for implementation and consulting teams.
Support implementation and consulting teams through staffing, workload planning, performance management, and day-to-day operational support.
Partner with Product, Sales, Customer Success, and Finance to align service offerings, delivery strategy, and customer outcomes.
Evolved implementation methodology and delivery practices, contributing to faster onboarding and improved time-to-value for customers.
Standardized Statements of Work (SOWs), scoping practices, implementation standards, and escalation processes to enhance consistency and elevate customer experience.
Evolved team structures, career paths, job descriptions, and operating processes to align with growth and maturity of Professional Services organization.
Built and led high-performing teams that helped improve eNPS from 20 to 67 with no detractors, reflecting a people-first approach to leadership and employee development.
Enhanced visibility into completed-but-unbilled work, enabling teams to prioritize backlog reduction and streamline billing activities.
Leveraged Claude AI and Microsoft Copilot to build dashboards, automate reporting, improve forecasting, and streamline strategic planning and documentation.
Member Service Representative
First Tech Federal Credit Union
01.2014 - 01.2015
Developed trusted relationships with members, addressing everyday banking needs in a fast-paced branch environment.
Education
Bachelor of Arts - Family & Consumer Sciences with a Concentration in Family Studies
California State University, Sacramento
Skills
Program Management
Implementation Methodology
Professional Services Leadership
SaaS Delivery
Financial Forecasting
Revenue Tracking
Resource & Capacity Planning
Resource Management
Change Management
AI enablement
Tools And Platforms
Claude AI
Microsoft Copilot
Salesforce
Smartsheet
Resource Management
NetSuite
Confluence
Jira
Asana
Gong
Lattice
Microsoft 365
Leadership Highlights
Contributed to reducing implementation timelines from 9-12 months to 5-6 months.
Lead teams of up to 30 consulting and implementation professionals, including a manager and individual contributors.
Support forecasting, utilization, budgeting, and revenue management for a $7 million Professional Services portfolio.
Support delivery of approximately 250 customer implementations annually.
Timeline
Director, Professional Services - Program Management
MeridianLink
01.2015 - Current
Member Service Representative
First Tech Federal Credit Union
01.2014 - 01.2015
Bachelor of Arts - Family & Consumer Sciences with a Concentration in Family Studies