Years of professional IT experience
Client Services and Account Management Leader with 20+ years of experience, including 14+ years in Legal Technology and IT Services. Proven record of increasing profitability, client satisfaction, and team performance through strategic account growth, project execution, and high-touch relationship management.
Years of professional IT experience
• Manage a diverse portfolio of accounts with personalized support, increasing client retention and satisfaction.
• Boosted sales revenue through strategic prospecting and identifying upsell opportunities.
• Negotiated contracts and service agreements, leading to favorable terms and long-term partnerships.
• Rebuilt client trust and engagement during company ownership transition.
· • Directed cross-channel marketing campaigns, increasing local brand visibility and lead generation.
• Delivered tailored IT solutions by coordinating site assessments and collaborating with product teams.
• Conducted system audits to guide software/hardware upgrades, minimizing user disruption.
• Improved internal workflows and reporting, enabling data-driven decision-making.
• Resolved billing and service issues, aligning departments to deliver high-quality service.
• Guided clients through solution upgrades and advised on emerging technologies.
• Directed full project lifecycle from planning to implementation, meeting key milestones under budget.
• Utilized ticketing systems and follow-ups to manage client expectations and maintain support quality.
• Led sales and account management teams, driving multi-year growth in trial support services for law firms.
• Achieved highest recorded sales in 2015 and maintained top billing for 5 consecutive years.
• Developed go-to-market plans and presented sales strategies to internal and external stakeholders.
• Built loyalty and expanded key accounts through tailored deployment plans and high-touch client service.
• Connected with prospective clients via trade shows, cold outreach, and targeted networking.
• Oversaw 100+ client deployments including technical setup, equipment, and logistical planning.
• Managed vendor relationships and coordinated sub-contractors across project timelines.
• Provided client training, developed documentation, and improved internal communication using Connectwise, RTPro and HubSpot.
• Created accurate bid proposals and coordinated with vendors and internal teams for project budgeting.
• Streamlined communications for project launch across cross-functional departments.
Sandler Sales Training, Fortinet Cybersecurity Awareness Certification NS1 and KnowBefore Kevin Mitnick Security Awareness Training Certificate, HIPAA Compliance Training