Persistent leader eager to lead and grow organizations. Skilled in strategic planning, problem-solving, fixing broken process and communication with good understanding of business principles, project management and team leadership. Leads with grit, urgency and sense of humor. Love customers!
Overview
24
24
years of professional experience
Work History
CEO
ContractLogix, LLC
Lowell, MA
02.2022 - Current
Transformed operating model from hybrid to fully SaaS Operating Model within 6 months
Completed product transformation from mixed platforms to fully SaaS and migrated customers within 9 months; yielded ARR growth and 92% Gross Dollar Retention and 103% Net Revenue Retention
Increased company revenue growth by implementing innovative business strategies and expanding offerings
Streamlined operations for improved efficiency, reducing overall costs and driving toward profitable operation.
Grew company YoY 15% and 12% in first two years
Cultivated a positive company culture, promoting employee engagement and retention through tailored initiatives.
Established key strategic partnerships with industry leaders to enhance business development opportunities.
Vice President of Customer Success
Upland Software
Austin, TX
11.2020 - 02.2022
Led global Customer Success team (50+ employees) to drive customer retention, renewals and customer growth (expansion) for 10+ Customer Experience products (e.g. mobile messaging, email marketing platforms, mobile analytics, etc.) This business unit represented over 1/3 of Upland's annual revenue.
Improved company profitability by implementing strategic business plans and optimizing operational processes.
Spearheaded organizational restructuring initiatives, streamlining operations and reducing overhead costs.
Let and managed M&A activity as well as integration project oversight to ensure expedience transformation of businesses into Upland model without disrupting customers
Demonstrated proficient leadership skills to motivate employees and build competent teams.
Senior Director of Customer Success
Upland Software
Austin, TX
11.2018 - 11.2020
Led and managed Customer Success Teams for Workflow Automation product line spanning 12+ products.
Improved customer satisfaction rates by implementing targeted customer success strategies.
Streamlined internal processes to optimize team efficiency and deliver faster results to clients.
Led cross-functional teams in the design and execution of customer success initiatives, resulting in higher client satisfaction scores, on time renewals and customer growth
Responsible for completing transformation projects related to M&A activities to ensure smooth transition of acquired companies to Upland standard processes
Senior Director of Product & Customer Success
Upland Software
Austin, TX
11.2017 - 11.2018
Led Qvidian Product & Customer Success Teams (15+ employees) through sale to and integration into Upland Software
Transformed Customer Success model to align with Upland business model. This included development of capacity and coverage model and development of core Customer Success model to be later adopted by all of Upland.
Drove on-time renewals and expansions for multiple product lines.
Led Product transformation initiatives into Upland model for Qvidian products.
Led Product & Customer Success transformation initiatives for RO innovation product into Upland model
VP of Products
Qvidian (acquired By Upland Software)
Chelmsford, MA
08.2010 - 11.2017
Held multiple product management roles and grew with company.
Defined and delivered product strategies and roadmaps for multiple products.
Transformed several products to single product offerings and consolidated platforms.
Built and led several product management, UX and development teams to deliver industry leading products.
Led a cross-functional teams to develop and launch a new product line, contributing to significant growth in sales.
Established and led Customer Advisory Boards to validate and influence product strategies and roadmaps to deliver compelling products.
Collaborated with CEO, CFO and Board of Directors to exit company.
Director of Customer Success
Qvidian
Chelmsford, MA
04.2006 - 08.2010
Established Customer Success model, team and processes to align with company as transformed from on-prem to SaaS organization model
Developed and maintained long-term client relationships for increased retention and revenue growth.
Led cross-functional teams in the design and execution of customer success initiatives, resulting in higher client satisfaction scores, retention and growth.
Streamlined internal processes to optimize team efficiency and deliver faster results to clients.
Project Manager
John Hancock Financial Services
Boston, MA
09.2003 - 04.2006
Specialized in integration of business processes and systems for Manulife & John Hancock merger.
Led and managed integration projects for Life Systems, Annuities Systems and Investment Systems.
Product Designer
EHealth (formerly Experion Systems)
Maynard, MA
10.2000 - 09.2003
Technical Writer
Imagine Software
New York, NY
05.2000 - 09.2000
Education
MBA Coursework
Suffolk University
Boston, MA
Bachelor of Science - Electronic Media, Arts & Communication
Rensselaer Polytechnic Institute
Troy, NY
05.2000
Skills
Process Improvement
Mergers and Acquisitions
Strategic Direction
Organizational Leadership
Strategic Planning
Timeline
CEO
ContractLogix, LLC
02.2022 - Current
Vice President of Customer Success
Upland Software
11.2020 - 02.2022
Senior Director of Customer Success
Upland Software
11.2018 - 11.2020
Senior Director of Product & Customer Success
Upland Software
11.2017 - 11.2018
VP of Products
Qvidian (acquired By Upland Software)
08.2010 - 11.2017
Director of Customer Success
Qvidian
04.2006 - 08.2010
Project Manager
John Hancock Financial Services
09.2003 - 04.2006
Product Designer
EHealth (formerly Experion Systems)
10.2000 - 09.2003
Technical Writer
Imagine Software
05.2000 - 09.2000
MBA Coursework
Suffolk University
Bachelor of Science - Electronic Media, Arts & Communication