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Work Background
HG InsightsVP of Marketing
Oct. 2022Priority: Generate Pipeline
Responsibilities: Demand Generation, Content Marketing, Email Marketing, Marketing Ops and Sales Development
HG InsightsVP of GTM Integration
Apr. 2022 - Oct. 2022Newport Beach, California, United StatesResponsible for integrating Intricately's GTM team and assets into HG after the acquisition by HG
IntricatelyVP of Sales & Customer Success
Oct. 2016 - Oct. 2022San Francisco Bay AreaA B2B SaaS Sales Intelligence Software that offered products from freemium to enterprise. Acquired by HG Insights in April 2022.
MH ConsultingCustomer Success Consultant
Sep. 2016 - Apr. 2022Menlo ParkSpecializing in: Customer Engagement, Customer Experience Mapping, Customer Personas, Behavioral Analytics, Onboarding & User Activation, and many other elements of a customer success organization.
Datanyze Inc.Director of Customer Success
Jan. 2015 - Sep. 2016San Mateo• First hire in Customer Success, joined as the 11th employee at sub-$1M ARR.
• Expanded Customer Success and support team to 13 members, contributing to the growth in ARR to $9M.
• Instituted hiring, training, and management protocols to streamline team operations.
• Designed customer onboarding and retention programs, positively supporting 500+ clients.
VisageManager, Customer Success
Jan. 2014 - Dec. 2014Newport Beach. CaVisage (a Column Five company) is an enterprise reporting tool for internal business communications, and external customer reports. It’s an incredibly customizable platform that is flexible to all reporting, and data needs. • Managed the full customer lifecycle, from onboarding to account management and technical support.
• Spearheaded the successful onboarding of enterprise clients such as LinkedIn, NFL, McKinsey, and Mercer.
• Established essential operational frameworks, including onboarding and education, customer health scoring, executive reviews, and account retention.
Column Five MediaBusiness Development Manager
Dec. 2012 - Jan. 2014Costa Mesa• Generated sales pipeline through proactive outbound outreach and efficient handling of inbound inquiries.
• Supported the development of high-value partnerships through in-depth proposals and contract negotiations with Fortune 100 tech companies, managing presentation content, creative elements, and financial agreements.
• Served as the CEO's right-hand in securing major partnership deals, playing a crucial role in deal-making and in-person pitch presentations.
TodoCast TVDirector of Marketing
Jan. 2012 - Dec. 2012San Juan Capistrano• Revamped the company’s brand strategy and product messaging, influencing website content and marketing collateral.
• Oversaw marketing and operations for 200 live events and nurtured relationships with 40 production clients.
• Delivered comprehensive consultation in event production, business development, and strategy to a diverse client base of 40.
• Furnished technical support in areas such as video encoding, IP networking, and client communication systems.
• Orchestrated monthly workshops and disseminated newsletters, engaging both existing and prospective clients.
TodoCast TVDirector, Event Sales and Services
Jun. 2010 - Feb. 2012San Juan Capistrano, CA• Managed day-to-day operations relating to event production including 200 live production events and 40 production clients.
• Provided event production, business development and strategy consultation to all 40 production clients.
• Provided technical support for production clients including video encoding support, IP Networking, and communications.
• Managed a support team which included training, scheduling and accounting.
• Managed and trained over 40 clients which included business strategy, industry discussions, and software training.
• Conducted monthly workshops and newsletters for all current and potential customers.
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