

Consulting Director with 6+ years of leadership and team management experience in customer success, consulting, and project management in the SaaS industry. Skilled in delivering functional and technical solutions for complex client engagements and collaborating with cross-functional teams to identify growth opportunities. Proven track record of building high-performing teams, creating loyal customer advocates, and generating measurable ROI for both startups and well-established companies. Adept at analyzing organizational processes and leveraging1customer feedback with KPI metrics to identify deficiencies, opportunities and creating impactful, long-term solutions.
• Led the successful implementation of a training initiative, cutting the onboarding time by 30% and boosting consultant retention by 25%, fostering a more efficient and engaged workforce.
• Extracted actionable insights from KPI data, contributing to a 25% increase in customer retention, driving revenue gains and strengthening customer relationships.
• Led the drive for new technology adoption across departments, leading to a 15% enhancement in operational efficiency, streamlining processes and reducing operational costs.
• Engineered and executed efficient, scalable processes for project workflows, slashing project timelines by 40% and elevating customer satisfaction, driving cost-effective operations and enhanced client experiences.
• Ensured the successful resolution of complex client issues, attaining a 95% customer satisfaction rate
• Directed the prioritization of client issues, enhancements, and initiatives, leading to a 30% decrease in average resolution time
• Delivered monthly progress and risk reports to both internal and external stakeholders, ensuring transparency and accountability
• Recognized and championed the adoption of new features, services, and strategies within client accounts, contributing to a 20% increase in account growth opportunities
• Forecasted and addressed risks to customer success, culminating in a 50% decrease in customer concerns and a 25% increase in overall success metrics
• Cultivated vital client relationships, driving a 20% boost in account longevity and a 15% surge in annual revenue with tailored solutions
• Formulated targeted guidance based on meticulous account analysis, leading to an increase in average transaction size and referral rates
• Showcased deep product understanding, driving a 25% increase in average transaction value and a 20% boost in upsell revenue
• Exemplified exceptional leadership, consistently leading in NPS, response time, and cases closed for 6 consecutive months
Active Listening
Adaptability and Flexibility
Analytical Thinking
Attention to Detail
Client Relations
Communication
Creative Problem Solving
Critical Thinking
Cross-functional Collaboration
Customer Account Management
Customer Advocacy
Customer Onboarding
Customer Relationship Building
Customer Retention
Data Analysis and Reporting
Decision-making
Deductive Reasoning
Empathy
Interpersonal Skills
Leadership Development
Long-term Solution Implementation
Organization
Performance Metrics and Dashboarding
Proactive Communication
Process Improvement
Project Management
Strategic Planning
Strategic Planning
Time Management
VRCTX - Secretary, Board of Directors
Austin Boxer Rescue - Volunteer