Dynamic leader with a strong focus on customer education, consulting, and team development. Achieved a 155% increase in annual recurring revenue while maintaining high customer satisfaction, reflected in a Net Promoter Score of 66. Proven ability to deliver impactful learning products that align with business goals.
Overview
1
1
Certification
20
20
years of professional experience
Work History
Sr. Director, Learning & Consulting
Level Access
05.2022 - Current
Driving the profitable strategy and execution for digital accessibility education principles and products to a global customer base, including interactive eLearning solutions, onsite instructor-led training and workshops, and program maturity consulting engagements.
Oversaw successful launch of external learning management platform, Skilljar, creating a subscription-based learning product, growing SAAS-based ARR and net retention of software customers.
Grew Customer Satisfaction of weekly public virtual sessions.
97.7% - Top 2 Box from 920 responses (4.84: 1-5 scale)
Net Promoter Score (NPS) of 66 (-100 to 100)
Launched industry-based certification prep programs for International Association of Accessibility Professionals (IAAP), including CPACC, ADS, and WAS.
Created gamification, badging, and certification strategy for customers and partners.
Increased direct ARR by 155% in 2025 for the Level Access Academy.
Lead an organization of learning professionals, Consultants, and Technical Writers, managing a P&L, product strategy, and roadmap.
Develop and implement strategy for new customer onboarding, increasing scalability of learning engagements and decreasing time-to-value.
Maintain headcount budget and drive revenue by maximizing utilization of resources to ensure efficiency and coverage across all learning functions.
Collaborate with other leaders, HR, and Recruiting to identify and solve learning gaps within Sales, Services, Operations, and Support roles.
Provide leadership-level presentations in prospect RFP, leadership, and company all teams meetings.
Support company-wide leadership initiatives and change management, such as leadership development, compensation and equity, and role-based competencies.
Leader, Global Education & Onboarding
NICE inContact, Inc
Sandy, USA
04.2014 - 05.2022
Acting Director providing strategic and comprehensive education solutions for the NICE inContact CXone product portfolio, for all internal and external audiences. This includes various learning functions such as: curriculum development, classroom facilitation, class and LMS coordination, and new customer onboarding.
Grew Customer Satisfaction consistently, 2021 - Top 2 Box Customer Satisfaction of 96.8% from 920 responses (4.84: 1-5 scale)
2021 - Net Promoter Score (NPS) of 74 (-100 to 100)
Developed successful Partner Certification program resulting in the certification of more than 40 global implementation and integration partners, increasing revenue and speed to turn-up of new customers.
Led the development of new Client Onboarding program, including developing new processes, resources, and a positive P&L model.
Implemented strategy to improve comprehensive new hire training program, focusing on flexibility and engagement, including classroom training, distance learning, self-paced content, and assessments.
Own and manage strategy for increasing quality and effectiveness of new customer Education and Onboarding, as well as driving a positive and continuous revenue stream.
Maintain headcount budget and drive utilization of resources to ensure efficiency and coverage across all learning functions.
Lead the organization, scheduling, and logistics of NICE CXone Pre-Conference training for annual NICE Interactions user conference.
Responsible for conceptual and technical product training for new hires to NICE inContact including Sales, Client Services, Technical Services, Product, R&D, and support departments, such as Human Resources, Finance, and Legal.
Collaborate with other leaders, HR, and Recruiting to identify and solve for learning gaps within Sales, Services, Operations, and Support roles, including job-specific, multi-level product certifications.
Provide Leadership-Level presentations in prospect RFP meetings.
Sr. Education Consultant
NICE inContact, Inc
Sandy, USA
09.2012 - 04.2014
Facilitated training for more than 100 new and existing corporate clients, while collaborating with Subject Matter Experts to reconstruct curriculum with an aim to create more engagement and knowledge retention.
Maintained an individual Instructor Satisfaction score of 4.75 on a 1-5 scale.
Designed and implemented enterprise-wide distance learning consistency guide and best practices.
Lead facilitator and content contributor for new Partner Certification program.
Facilitated multiple Marketing workshops for prospective customers.
Sr. Learning Specialist
E*TRADE Financial, Corporate Services
Salt Lake City, USA
03.2007 - 09.2012
Strategized, designed, and implemented learning programs for 1,200 E
TRADE corporate clients, consisting of 1.2 million participants, and 200 internal Corporate Services sales, service, and support employees.
Facilitated live virtual and in-person training events for more than 30 Corporate Clients and over 6,000 plan participants, achieving an average Instructor Satisfaction score of 4.81 on a 1-5 scale.
Led the development of a revenue generating program for Corporate Stock Plan participants, including 8 different courses with the flexibility of live classroom training, virtual training, and eLearning.
Demonstrated the value of E
TRADE’s participant experience to corporate clients by presenting at regional forums, RFP meetings, and large conferences.
Devised innovative approach to conference and direct product demos and managed a team of developers to create new do-it-yourself demos utilizing Flash and eLearning technologies.
Member Relations
AOL-Time Warner
Ogden, USA
06.2006 - 03.2007
Trained new representatives on internal systems. This training included both classroom facilitation as well as one on one mentoring and coaching.
Education
Bachelor of Science - Criminal Justice, Psychology
Weber State University
12.2005
Skills
Strategic planning
Team development
KPI evaluation
Revenue management
Change management
Leadership development
Instructional design
Training facilitation
eLearning and LMS
Instructor enablement
Client consultation
Project management
Needs assessment
SaaS expertise
Adult learning strategies
Training program development
Product strategy
Certification
Consulting Skills Certificate, ATD, 2019
Advanced eLearning Design Certification, Association for Talent Development (ATD), 2012
Certified Equity Professional, Santa Clara University, 2008
FINRA Series 7, 63, 24, inactive
Honors And Awards
Level Access - Grand Leveler, 2024
NICE - Champion’s Club, 2014, 2017
ATD - Excellence in Practice Citation, Association for Talent Development, 2012, 2013, Learning Technologies
Timeline
Sr. Director, Learning & Consulting
Level Access
05.2022 - Current
Leader, Global Education & Onboarding
NICE inContact, Inc
04.2014 - 05.2022
Sr. Education Consultant
NICE inContact, Inc
09.2012 - 04.2014
Sr. Learning Specialist
E*TRADE Financial, Corporate Services
03.2007 - 09.2012
Member Relations
AOL-Time Warner
06.2006 - 03.2007
Bachelor of Science - Criminal Justice, Psychology