Strategic customer success leader with a sharp focus on value realization, customer journey optimization, and long−term partnership success. Works closely with high−value customers and executive stakeholders to align success initiatives with measurable business outcomes, driving ROI, retention, and sustainable growth. Data−driven and relationship−focused, bringing a blend of analytical insight and strategic vision to mitigate risk, strengthen engagement, and identify opportunities for expansion. Crafts outcome−driven success strategies that help customers maximize their investment while fostering long−term trust and loyalty.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Senior Enterprise Customer Success Manager
Gladly
Dallas-Fort Worth, TX
04.2025 - Current
Manage a portfolio of 7 enterprise customers with a multimillion-dollar book of business, partnering with global retail brands including Sephora, Birkenstock, and StockX to modernize customer service operations.
Serve as a strategic advisor to executive stakeholders, aligning Gladly’s AI-powered, human-first service platform across SMS, Voice, Email, and Chat with measurable business outcomes.
Lead enterprise AI adoption strategies, advising customers on automation, predictive routing, and conversational intelligence to improve efficiency while maintaining high-quality customer experiences.
Drive value realization through strategic QBRs and success plans, connecting AI investments to outcomes such as CSAT, NPS, cost reduction, and agent productivity.
Own retention and expansion strategy for a multimillion-dollar portfolio, leading renewals, multi-year agreements, and complex negotiations to secure long-term partnerships.
Guide omnichannel service optimization across SMS, Voice, Email, and Chat, improving operational consistency, agent effectiveness, and end-to-end customer journeys.
Build scalable enterprise success models that strengthen adoption, reduce risk, and increase long-term customer advocacy.
Large Enterprise Success Manager
Sprinklr
Dallas-Fort Worth, TX
06.2021 - Current
Manage a portfolio of 5−7 enterprise accounts across multiple verticals, partnering with industry leaders such as Mattel, eBay, Top Golf, TikTok, Sally Beauty, and Visa to drive customer success, platform adoption, and business value.
Serve as a strategic advisor, aligning Sprinklr’s AI−powered solutions with customer objectives to optimize engagement, streamline workflows, and maximize ROI.
Utilize success management strengths to deliver $1.6M in book of business revenue growth, achieving a 91% renewal rate through proactive success planning and executive stakeholder engagement.
Develop and execute enterprise−level success strategies, incorporating value−driven engagement models, quarterly EBRs, and outcome−based success planning.
Facilitate contract renewals and expansion opportunities, leading forecasting, negotiation, and deal closure to secure long−term customer partnerships.
Execute executive business reviews (EBRs) for customer stakeholders, delivering data−driven insights, aligning success initiatives, and reinforcing platform value.
Advise clients on full−lifecycle campaign management, competitive benchmarking, and social customer care strategies, ensuring platform optimization and business impact.
Build scalable customer success foundations, strengthening adoption, retention, and the long−term partnership between Sprinklr and its enterprise customers.
Customer Success Manager
Alteryx
Dallas-Fort Worth, TX
01.2020 - 06.2021
Managed a portfolio of Enterprise Select−level customers, building and strengthening executive relationships to ensure product adoption, long−term retention, and account expansion.
Partnered cross−functionally with internal teams to align customer success strategies with business objectives, driving measurable outcomes and revenue growth.
Secured $2.7 million in renewal business and achieved 110% of quota in Q1 2021, ranking as the #1 global rep out of 33 through proactive engagement and success planning.
Partnered with account executives and pre−sales engineers to drive $625K in upsell business, leveraging strategic roadmap discussions to identify expansion opportunities.
Designed and executed tailored retention strategies for at−risk customers, securing long−term agreements and improving customer lifetime value.
Developed and facilitated client success roadmaps, ensuring seamless adoption, value realization, and alignment with customers' evolving business needs.
Led high−touch executive engagement, providing ongoing strategic advisement to C−suite and VP−level stakeholders to maximize platform utilization and ROI.
Account Manager
Workfront, an Adobe Company
Dallas, TX
03.2018 - 12.2020
Drove SaaS adoption, retention, and account expansion by partnering with enterprise clients to align Workfront’s project management solutions with their business objectives.
Served as a strategic advisor, optimizing platform usage and customer workflows to maximize value realization and long−term engagement.
Managed the full customer lifecycle from onboarding through renewal, securing seven net−new customer accounts in 2019 and ranking as the #1 rep on the Corporate West team in Q2 2019.
Developed and nurtured executive relationships, ensuring alignment between customer project management strategies and Workfront’s capabilities to drive adoption and retention.
Led onboarding, implementation, and training initiatives, proactively addressing roadblocks and escalating issues to internal teams for seamless deployment and continued success.
Conducted in−depth business reviews, providing usage analytics and strategic recommendations to optimize platform utilization and uncover expansion opportunities.
Acted as a trusted advisor for customers navigating enterprise−level service agreements, guiding them through renewals, upsell opportunities, and long−term success planning.
Accurately forecasted renewal trends and customer needs, providing leadership with quarterly and annual projections to enhance retention strategies and customer advocacy efforts.
Team Lead, Senior Account Manager – Renewals & Growth
CA Technologies
Plano, TX
07.2017 - 03.2018
Led customer success and renewals strategy for enterprise accounts, serving as a key liaison between internal teams and executive stakeholders to drive retention and account expansion.
Provided data−driven insights and strategic advisement to strengthen partnerships and improve customer engagement.
Acted as a subject matter expert in analytics, segmentation, and customer insights, guiding internal teams on customer success best practices.
Partnered with account teams, product engineers, and agile transformation advisors to deliver technical value and support key client initiatives.
Engaged with product and development teams to enhance the customer experience based on executive feedback, achieving 101% of quota through proactive success planning and data−driven renewal strategies.
Team Lead, Customer Success Manager
CA Technologies
04.2016 - 07.2017
Managed a portfolio of 28 enterprise clients, driving engagement, renewals, and expansion through proactive account management and strategic customer success initiatives.
Provided ongoing communication and education on new product features, SaaS updates, and product roadmaps to maximize adoption and customer satisfaction.
Developed reports and customer behavior insights for leadership, influencing key decisions on product strategy and service improvements.
Generated over $350K in net new revenue at renewal, achieving 103% of quota and earning a promotion to Senior Account Manager.
Digital Account Manager
CA Technologies
08.2014 - 04.2016
Drove account growth and retention for enterprise clients, managing the full customer lifecycle from onboarding to expansion.
Partnered with sales and success teams to cultivate leads, drive demand, and ensure customer adoption across CA’s Enterprise Management Suite.
Strengthened enterprise relationships, working closely with partners to drive product usage, renewals, and cross−functional adoption.
Delivered six consecutive quarters of 100%+ performance, earning a promotion to Team Lead for renewals and upselling within the Agile Central team.
Vice President – Data Strategy, Governance and Analytics Lead Analyst – Master Reference Data at CitiVice President – Data Strategy, Governance and Analytics Lead Analyst – Master Reference Data at Citi