boodleAIVice President of Success
Feb. 2022 - Sep. 2024Lead user and client engagement strategy and execution for two SAAS AI product suites (B2B and B2C), including a revolutionary collaborative Generative AI platform, integrating flexible processes and client-driven growth feedback loops directly into the data, engineering, sales, marketing, and product development teams. Managed all renewal and upsell opportunities with over $500,000 in ARR. Functioned as a central customer-focused member of the senior leadership team, actively contributing to goal setting and decision-making processes using the OKR goal-setting framework. Led the successful implementation of user journey software including Braze, Chameleon and SupaDemo and integrated Canva, Zoom, Zapier, Stripe, Typeform and Jotform into workflows, optimizing user management, communications, and strategy. Headed up the five member Customer Success team, providing support for 150+ clients utilizing (AI). Focused efforts on efficiency and engagement, increasing client engagement and outreach by 53% year over year and overhauling the customer help center with over 100 new articles and stood up a full help center in seven days for a new generative ai platform. Served on the Senior Leadership team working to drive strategic decisions with OKRs.