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Work Background
Gold Director
Nu SkinGold Director
Apr. 2023Building my own social media based business as a Gold Director for NuSkin products.
Customer Success Consultant
KSM ConsultingCustomer Success Consultant
Sep. 2022Cranford, New Jersey, United StatesWork with executive leadership of SaaS companies to create Customer Success strategic plans for growth and optimized retention. Develop easy to follow prescriptive templates for Customer Success to identify and execute on growth goals.
Interim Head of Customer Success
InstrumentlInterim Head of Customer Success
Jul. 2022 - Sep. 2022Remote
SVP, Customer Success
PhotoShelterSVP, Customer Success
Jul. 2021 - Apr. 2022
Member
PavilionMember
Dec. 2019Greater New York City Area
SVP, Revenue
PhotoShelterSVP, Revenue
Oct. 2019 - Jun. 2021Greater New York City Area
VP, Customer Success
PhotoShelter / LibrisVP, Customer Success
Feb. 2019 - Sep. 2019Greater New York City AreaResponsible for all post-sale customer facing activities, such as onboarding/implementation, customer support, and account retention for both PhotoShelter products.
Chief Customer Officer
Alpha TheoryChief Customer Officer
May. 2017 - Dec. 2018Greater New York City AreaResponsible for all customer-facing functions. Manage a team that handles Customer Support, Onboarding/Implementation, and Account Management. I develop strategies to increase retention and engagement, while reducing churn.
Vice President, Customer Success
Alpha TheoryVice President, Customer Success
Sep. 2015 - May. 2017Greater New York City AreaExecute strategies to make our Customer Success team more efficient and successful in achieving their service and sales goals. I look for ways to demonstrate value and success in using Alpha Theory to inform their portfolio sizing decisions.
Director - Global Sales Development
FactSet Research SystemsDirector - Global Sales Development
Mar. 2012 - Sep. 2015New York, New YorkI develop and execute strategies to make our Sales Team more efficient and successful in achieving their sales goals. This includes creating blended learning programs for a global sales audience. Additionally, I am responsible for insuring a consistent sales methodology, sales process and execution.
Business Analyst
Independent ContractorBusiness Analyst
Jan. 2011 - Mar. 2012Doing business and professional analysis on a contract basis.
Senior Research Manager
Guidepoint GlobalSenior Research Manager
Nov. 2007 - Jun. 2009I was a Senior Research Manager in the Technology, Media, & Telecom (TMT) practice at Guidepoint Global (formerly known as Clinical Advisors). Guidepoint Global Advisors is an exclusive network of industry professionals who provide consulting services to the financial, investment, strategy consulting and corporate communities. Their Advisors are selectively recruited to provide a seamless breadth and depth of collective expertise.
Senior Account Executive
firstRainSenior Account Executive
Jul. 2006 - Mar. 2007New Business Development | Sales | Prospecting
Business Development
Capital IQBusiness Development
Mar. 2004 - Jun. 2006• Responsible for the retention and growth of new and existing account revenue. • Mentor junior account managers. • Participate in new product development design and review sessions.
Senior Account Manager
RIMES TechnologiesSenior Account Manager
Jan. 2003 - Dec. 2004New Business Development | Sales | Prospecting
Institutional Sales
FactSet Research SystemsInstitutional Sales
Jul. 1998 - Jan. 2003• Responsible for the maintenance and growth of approximately $7.5 million dollars in account revenue for sell-side accounts in the Midwest territory and Canada. Grew existing account base by 10% to 20% per annum. Average account size = $250K. • Successes include: Retention rate of 98%. Consistently exceeded quota by 10 to 15% per annum. • Managed a team of four consultants who supported over 50 client accounts. • Performed prospective client research. • Coordinated new client sales, which included giving demonstrations to large audiences.
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