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Work Background
Sr. Director, Global Customer Success
ActionstepSr. Director, Global Customer Success
Sep. 2023Denver, Colorado, United StatesPut your clients at the center of everything you do with Actionstep’s adaptable, all-in-one practice management software for modern law firms. Built in the cloud, with workflow at its heart. Actionstep automates routine legal processes, reduces administrative burdens and gives you the headspace to do your best legal work. Actionstep is a complete legal practice management platform, combining CRM, Matter Management, Document Assembly & Storage, Time & Billing, Trust & Office Accounting, Reporting and much more into one easily accessed system.
Sr. Director, Customer Success
ModMedSr. Director, Customer Success
Aug. 2022 - Sep. 2023Denver, Colorado, United States
Director, Enterprise Customer Success
Modernizing MedicineDirector, Enterprise Customer Success
Apr. 2021 - Aug. 2022Denver, Colorado, United StatesModernizing Medicine® and its affiliated companies are transforming how healthcare information is created, consumed and utilized in order to increase practice efficiency and improve patient outcomes. Our specialty-specific, data-driven and cloud-based electronic health records (EHR) and practice management (PM) systems, plus revenue cycle management (RCM) services, were built by a team including specialty physicians and practice management professionals. Our suite of products and services is designed to transform the clinical, financial and operational aspects of dermatology, gastroenterology, ophthalmology, orthopedics, otolaryngology, pain management, plastic surgery and urology practices. We also offer products designed for ambulatory surgery centers. For more information, please visit www.modmed.com.
Senior Email Deliverability Consultant
IterableSenior Email Deliverability Consultant
Jul. 2020 - Apr. 2021Iterable is a cross-channel platform that powers unified customer experiences and empowers marketers to create, optimize and measure every interaction throughout the customer journey. With Iterable, brands create individualized marketing touchpoints that earn engagement, solidify trust and galvanize loyal consumer-brand relationships. Iterable is the first and only unified Customer Experience Platform that enables you to leverage all your customer data, and easily execute real-time messaging across channels seamlessly.
Project Manager
LevProject Manager
Dec. 2019 - Jul. 2020Lev is a digital consultancy that works with marketers to level up their customer experience using Salesforce products. We’re a marketing-focused consultancy that’s all about improving the customer experience. We weave strategy and expertise into every solution to level up customer engagement and drive marketing success. While Salesforce gives organizations the foundation and flexibility to power even the most complicated businesses, Lev helps you put plans into action so you can get the most out of your investment. In addition to Salesforce implementations, cross-cloud integrations, and customized technical solutions, we offer marketing strategy and expertise, campaign, and creative services.
Senior Director, Customer Success NA
Return PathSenior Director, Customer Success NA
Jul. 2017 - Dec. 2019Broomfield, COAccount director for the West Coast technical account manager team. Provides mentoring, training, and overall support to all team members while evaluating their performance and planning for their development. Communicates team objectives, strategies and tactics to all team members. Motivates others to follow and support a team in their personal and team goals. Promotes and maintains a high-quality, professional, service-oriented culture among the team!
Senior Technical Account Manager
Return PathSenior Technical Account Manager
Jul. 2013 - Jul. 2017Broomfield, COReturn Path is the worldwide leader in email intelligence. We analyze more data about email than anyone else in the world and use that data to power products that ensure that only emails people want and expect reach the inbox. Our industry-leading email intelligence solutions utilize the world’s most comprehensive set of data to maximize the performance and accountability of email, build trust across the entire email ecosystem and protect users from spam and other abuse. We help businesses build better relationships with their customers and improve their email ROI; and we help ISPs and other mailbox providers enhance network performance and drive customer retention. Information about Return Path can be found at: www.returnpath.com
Account Manager
ReadyTalkAccount Manager
Apr. 2013 - Jul. 2014Greater Denver AreaResponsible for providing a high level of service and support for our customers with a focus on relationship building, account growth and fostering business partnerships. Work with new account transitions from our Sales Department, on-boarding and training, growth of existing business and generating referrals. Additionally, I partner with our Marketing Team to identify and build automated relationship programs that support the growth of existing customers, expand usage and provide customer referrals for the ReadyTalk Sales Team.
Inside Sales
ReadyTalkInside Sales
Jun. 2012 - Apr. 2013Greater Denver AreaManage Inbound Lead Queue- Follow up with inbound inquiries, set up free trial accounts, and distribute marketing campaigns to the appropriate Account Executive. Qualify inbound leads (inquiries, free trials, emails or calls): determine demographic of company, conferencing use case, technology platforms, provide private demo, and/or determine if qualified for account executive. Generate new leads for Account Executives. Live Demonstration of Product. Perform full-sales cycle for inbound leads: qualify, product demonstration, evaluate best solution for client, provide necessary collateral based on needs, negotiate pricing through usage analysis, set up account with executed agreements, transition accounts to account management team. Pro-actively manage potential clients- trial accounts or interest in conferencing product- through close won/lose phase. Outbound sales- program to regenerate business from former clients who are not billing. Generate new revenue and re-introduce product line
Account Recruiting Manager
AerotekAccount Recruiting Manager
Jul. 2010 - Mar. 2012Greater Denver Area

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