Experienced professional with over a decade of success in SaaS and cloud environments. Proven ability to drive exceptional customer satisfaction, retention, and revenue growth. Skilled at building high-performing teams, implementing scalable customer success strategies, and cultivating long-term client relationships. Proficient in account management, customer onboarding, fostering cross-functional collaboration, and using data to inform business decisions.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Senior Manager, Customer Success, and Implementation
LexisNexis
07.2022 - Current
Manage a team overseeing $8M in annual recurring revenue (ARR) for Legal & Professional solutions, executing strategies that drive customer satisfaction, retention, and revenue growth.
Established 24/7 global support operations, significantly enhancing customer experience, responsiveness, and satisfaction-a key competitive differentiator in today’s market.
Deliver quarterly business reviews to executive stakeholders, ensuring that retention and growth initiatives are strategically aligned with company goals.
Collaborate cross-functionally with Sales, Product, and Marketing to create seamless customer journeys and ensure organizational alignment.
Define and track key customer success metrics-including health scores, churn, and renewals-to proactively address client concerns and drive continuous improvement in service delivery.
Senior Engagement Manager
LexisNexis
09.2020 - 07.2022
Managed and supported a portfolio of 20 enterprise clients, ensuring high levels of satisfaction, product adoption, and long-term success.
Revitalized a damaged client relationship, building a new C-suite partnership that resulted in $1.5M in net retention.
Conducted regular business reviews and check-ins, delivering actionable insights and tailored recommendations to help clients achieve their business objectives.
Collaborated with Sales and Product teams to identify upselling and cross-sell opportunities, and to channel customer feedback into continuous product improvement.
Hired, mentored, and co-developed strategy with the implementation team, prioritizing objectives and key results to drive successful project outcomes.
Participated in the sales cycle by gathering client requirements, formulating delivery approaches, and developing proposals and statements of work (SOWs).
Workday Engagement Manager
Collaborative Solutions
10.2019 - 12.2019
Successfully managed end-to-end implementations of medium to large-scale Workday solutions (HCM and Student), overseeing all project phases from planning and business impact assessment to execution and delivery.
Applied project management best practices to monitor progress, meet deadlines, maintain quality standards, and control costs and scope.
Fostered strong client relationships by leading strategic planning discussions and providing regular, transparent communications throughout each engagement, ensuring alignment with institutional goals and successful adoption of Workday’s unified platform.
Managed 1–2 large-scale Workday product implementations as Project Manager, ensuring successful delivery on time and within budget as outlined in the SOW.
Collaborated closely with client project managers to proactively identify and resolve issues impacting project scope, timelines, and deliverables.
Facilitated seamless customer transitions from professional services to product support, ensuring continuity and client satisfaction.
Identified and positioned additional service offerings, contributing to expanded client engagement and revenue growth.
Program Management – Cloud Strategy and Operations
Blue Yonder
09.2014 - 10.2019
Company Overview: Software and consultancy company, providing supply chain management, manufacturing planning, retail planning, store operations, and collaborative category management solutions to clients.
Advised the GVP on transitioning the Customer Success organization from a traditional to a SaaS business model, defining the customer journey, success plans, engagement models, and standardized Executive Business Reviews (EBRs).
Led the execution of organizational change initiatives, developing and implementing actionable change management strategies-including communication, pilot rollout, coaching and training, and resistance management plans-to ensure successful adoption and measurable business impact.
Software and consultancy company, providing supply chain management, manufacturing planning, retail planning, store operations, and collaborative category management solutions to clients.
Advised on transitioning Customer Success to SaaS, defining customer journeys and engagement models.
Managed conversion of 54 high-value clients ($15M+ annually) to SaaS, driving adoption and satisfaction.
Led agile teams of 55 employees, consistently meeting or exceeding project targets.
Launched Salesforce-based self-service portal, adopted by 500+ customers.
Engagement Manager, Cloud/Managed Services
Ellucian/SunGard Higher Education
11.2008 - 05.2014
Company Overview: Leading provider of software and services to higher education; company created from merger between SunGard and Datatel in 2012.
Led end-to-end implementation of Ellucian Higher Education solutions, hardware, and systems, overseeing all project phases from planning and scheduling to execution.
Assessed business impacts, monitored progress to ensure on-time, on-budget delivery, and maintained high standards of quality.
Drove technology planning and strategic discussions with clients to optimize costs and scope, foster stakeholder alignment, and provide regular, transparent communications throughout each engagement.
Leading provider of software and services to higher education; company created from merger between SunGard and Datatel in 2012.
Led the successful conversion of 54 high-value early adopter clients (totaling $15M+ in annual revenue) to the Customer Success model, significantly improving customer experience and adoption.
Applied agile methodologies to manage strategic project teams of 55 employees, consistently delivering high-quality results on or ahead of schedule and within budget.
Provided coaching, mentorship, and developmental support to cross-functional teams, fostering collaboration and professional growth.
Partnered with a third-party vendor to launch a Salesforce-based self-service and community portal, enabling customer access to FAQs and resources; collaborated with supply chain clients to address product issues, resulting in over 500 customers actively using the portal.
System Administrator/Team Lead
11.2007 - 11.2008
Education
Bachelor of Professional Studies - Computer Information Systems
DeVry University
01.2001
Skills
Client retention strategy
Facilitating team growth and leadership
Account relationship development
User adoption strategies
Customer retention strategies
Revenue growth initiatives
Data analysis expertise
SaaS and cloud solutions knowledge
Client feedback evaluation
Certification
Customer Success Manager Advanced Certified Professional
Microsoft Certified Professional
Timeline
Senior Manager, Customer Success, and Implementation
LexisNexis
07.2022 - Current
Senior Engagement Manager
LexisNexis
09.2020 - 07.2022
Workday Engagement Manager
Collaborative Solutions
10.2019 - 12.2019
Program Management – Cloud Strategy and Operations
Blue Yonder
09.2014 - 10.2019
Engagement Manager, Cloud/Managed Services
Ellucian/SunGard Higher Education
11.2008 - 05.2014
System Administrator/Team Lead
11.2007 - 11.2008
Bachelor of Professional Studies - Computer Information Systems