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Work Background
The AI CollectiveWorkplace Lead
Jan. 2026Halifax, NS
CloudKettle, a Bell Canada companyVice President Client Services
Jun. 2025Leading revenue transformation through executive sponsorship model that redefines client relationships in the Salesforce ecosystem. Building a team of “Executive Sponsors” - not traditional sales professionals - who champion clients throughout entire engagement lifecycles. Key Initiatives: • Architecting AI-integrated service delivery systems that provide white-glove client experiences while maintaining enterprise-grade security • Developing scalable processes and structures to drive exponential company growth through genuine client advocacy • Coaching and building revenue team that prioritizes long-term client success over transactional deal-closing • Implementing innovative methodologies that merge human expertise with cutting-edge AI solutions for maximum efficiency Philosophy: Real revenue growth comes from executive sponsors who fight for client success - because sustainable business expansion begins where traditional sales ends.
TrilogyVice President Operations
Aug. 2024 - Jun. 2025Halifax, Nova Scotia, CanadaPioneered and implemented AI-powered contract review systems for acquisition due diligence, reducing analysis time by 85% (from weeks to days) while effectively processing thousands of documents ranging from 1-page agreements to complex 50+ page contracts Leading HR integration operations for global acquisitions involving hundreds of employees across multiple jurisdictions; working directly with CEOs and Functional Leaders to retain the best talent. Developing and implementing advanced AI solutions for employee assessment during M&A activities, creating systems that identify critical resources, engagement levels, and retention risks within one week versus the previous 8-12 week evaluation process Leading operational transformation for a business segment, deploying integrated platforms and AI agents to eliminate manual processes to slash delays, human errors, and avoid ongoing revenue losses.
TrilogyVice President of Sales
Mar. 2021 - Aug. 2024•Oversee the centralised renewals service for our group of companies selling 100+ software products to 20,000+ globally-distributed clients; under leadership, identify, implement, and steward strategies centred on scalability and centralisation, while simultaneously streamlining operations to optimise ROI •Researched, built, and deployed: -External AI agents to provide customer assistance for Renewals, Cancellations, and Legal requests. AI agents fine-tuned & trained to our unique business rules to ensure accuracy & quality along with high caliber objection handling -Internal AI agents to return critical legal insights on upcoming contracts, create Product Knowledge RAGs for AI-applications, internal training of people and AI agents. •Implemented AI-driven sales support for real-time coaching, boosting playbook adherence and CRM data quality, significantly enhancing data-driven decision-making •Achieved portfolio growth by introducing structured workflows and new GenAI & ML solutions to automate tasks, reduce staffing needs, and elevate deliverable quality. •Lead 2 teams of globally distributed, remote teams to execute renewal processes; under leadership, team has achieved a near zero late renewal rate (quicker to improved cash flow) and an average net uplift per renewal of 33% (Q4 2023) •Partner with C-Level executives from Trilogy, Aurea, TelcoDR, IgniteTech to create valuable customer success strategies and data structures for targeted pricing. •Drive standardization and quality through process improvements, exemplified by an auto-renewal process overhaul with the legal team, ensuring compliance and minimizing deviations. •Manage sales analytics, ensuring accuracy and reliability of data, using insights to maintain hygiene, pinpoint opportunities, and optimize AI use. •Act as the primary liaison with finance and legal departments to negotiate significant contracts, remove adverse terms, ensure timely renewals, and support strategic pricing initiatives.
CommercientHead of Sales
Oct. 2019 - Mar. 2021GlobalCommercient is a software company specializing in integrating ERP/Accounting data with CRMs and eCommerce solutions; retained as an Account Executive and promoted to Head of Sales in 2020, overseeing the management of the remote Account Executive Sales Team - Provided end-to-end oversight of all new sales processes: encompassing lead generation, validation, and management (Chatbot and Webform), sales engagement milestones, and improved pricing consistency along with new, customer-centric, onboarding - Under leadership, achieved a significant increase in sales to historical high levels during the pandemic, delivering the highest ever contract numbers year over year; successfully closed deals with the largest enterprise clients in the organization’s history - Managed multiple enterprise-level projects throughout the integration implementation, ensuring successful completion and securing ongoing contract commitment; recognized for providing an informed/ transparent consultation process, contributing to the generation of trusted, accurate, and more profitable customer acquisitions - Equipped both client and partner teams with tools and guidance to construct compelling value propositions with prospects; contributions included the development of new sales decks which incorporated analytics along with best practices that aligned with relevant use case to provide evidence-based value drivers - Collaborated with Salesforce and Hubspot leaders and consultants to establish and promote mutually beneficial sales propositions
What Would Dogs Do?: Lessons for Humanity from our Best FriendAuthor
Jun. 2018
TrupanionTerritory Partner Associate
Jun. 2017 - Oct. 2019Halifax, Nova Scotia, CanadaTrupanion is a medical insurance company for cats and dogs; within tenure, Atlantic Canada was recognized as Best in North America (for the first time in 16 years) due to the dramatic increase in sales performance and new market penetration - Served as a primary point of contact working with ~50 veterinary clinics; actively promoted the use and sales of Trupanion Express software while providing continuous technical and educational support - Within tenure, created significant growth within the territory, with the average monthly new enrollments for policies increasing by 381%, reaching a peak of 594% in the best-performing month - Achieved a 900% increase in Trupanion Partner Program participation by veterinary clinics, with others simply pending software compatibility to opt in for onboard
CalmFort KennelsChief Executive Officer
Aug. 2013 - May. 2017- Following the successful acquisition of an underperforming kennel, rebranded and managed a highly successful business which operated at full capacity within first 18 months of ownership - As owner and primary operator, managed all facets of the business, including marketing, strategic alliances, accounting, payroll, and administration, as well as provided care to boarded pets and rescue animals - Achieved a near double revenue increase in first year of operation, and maintained a 25%-30% increase for each subsequent year - Initiated and maintained mutually beneficial partnerships to drive marketing and stabilize revenue (reducing seasonality of the operation); as demonstrated in a six-figure partnership with the Victoria Humane Society to rehabilitate and rehome hundreds of rescue pets - Created and executed specialty care programs to generate new income streams
Hillberg & BerkChief Operating Officer
Aug. 2012 - Mar. 2013Regina- Provided direct support to the CEO and oversaw day-to-day operations across all business functions during the CEO’s 6-month leave - Mentored and provided guidance to sales, production, and administration, establishing effective procedures and leading various process improvement efforts; achieved 18% annual cost savings in the initial 4 months through enhanced inventory management and fostering focused and formalized collaboration among cross-functional teams - Initiated a reorganization of the sales department that spurred growth in both retail and wholesale sales; projections indicated a 150%increase in retail sales and a 300% growth in wholesale sales over the 24 months following the restructuring - Investigated, created, and led strategic alliances with multiple partners; successfully negotiated with a US non-profit for the largest deal in Hillberg & Berk corporate history, presenting an opportunity for international expansion as well as resulting in increased exposure through the non-profit’s ties to network television
Business Furnishings (Sask) Ltd.Branch Manager
Feb. 2009 - Aug. 2012- Led the day to day operations of the Regina branch and specialized in Healthcare & Education industry sales in addition to corporate & technical sales to government and corporate clients; contributions played a key role in improving Regina branch's annual profitability and directly supported the branch achieving its highest performance in 2011 - As the sole individual with LEED AP designation in the furniture industry, provided strategic client consultation with special involvement and experience in healthcare, education, and "green" building - Oversaw client relationship creation and maintenance to grow business and sales; key achievement included successfully securing a long-term multi-million dollar contract for our company - Responsible for budget planning and approval - Maintained active community involvement to create a positive community, client relationships, and corporate standing; as demonstrated by being elected to the Board of the Saskatchewan Chapter of the CaGBC in 2011 and brought into its Executive in 2012 - Oversaw human resource management of the sales, administration, and install team members; including recruitment, performance management, and corrective management - Managed the website redesign in 2009 which resulted in increased web traffic - up over 58% and currently planning complete overhaul to increase traffic and sales by optimizing for various handheld devices, social networking, and e-commerce
CAPITAL Ford Lincoln, formerly Percival Ford LincolnFinance/Lease Manager
Jun. 2007 - Jan. 2009- Promoted to lead lease portfolio renewal strategy as Lease Manager, in addition to maintaining Finance Manager responsibilities - Contributions directly contributed to the lease renewal loyalty improving to 60% from 38% within 7 months, and the dealership achieving the highest renewal rate in Western Canada - Assisted top management with initiating efforts to improve corporate culture through redefining executable goals for staff and management that supported teamwork, charitable community work, and peer rewards/recognition; as demonstrated in initiated annual fundraising for the Sandra Schmirler Foundation - Finalized vehicle sales, including presenting a variety of finance and security related products; consistently achieved an average revenue that was 150% higher than the industry's standard definition of "EXCELLENT" results for a Finance Manager, an example is Ford Extended Service Plans being sold on over 25% of new car deals compared to 1.4% at our competitor in the same market - Accurately completed all paperwork both for initial credit applications and for final sale of vehicles to both private and corporate clients - Mediated any issues or conflicts between sales people/managers or finance companies and their customers to provide workable solutions for all parties - Trained and supervised other Finance Managers - Contributed to ongoing process improvements, as demonstrated by enhancing efficiency and accuracy within the business and accounting offices by increasing cooperation and communication, and implementing new technologies
IRON Solutions LLCSales Manager - North America
Jan. 2004 - Jun. 2007- Promoted to lead and manage all Sales Representatives, both internal and all sales channels; under effective leadership, the internal team, representing only 26% of our sales staff, achieved a remarkable 72% of new sales - Served as the first point of contact for all channel partners for sales support, initial and on-going training on products (software & web) and sales techniques, and production of support materials along with management and measurement of sales performance - Led the sales department, encompassing Internal, Associations, and Channel partners, through three major organizational changes of sales responsibilities and commission structure as directed by ownership and Board - Strategized, initiated, and executed new opportunities for partnerships and strategic alliances for the organization and partners; researched new areas of potential business as well as ways to expand the market for our existing products - Represented IRON Solutions at stakeholder meetings and industry events, assuming the roles of speaker, negotiator, and/or promoter - Authored supporting documents for sales department and customer use, including User Manual for on-line custom CRM tool & on-line website template editor - Created and managed sales projections and budgets, solely and in cooperation with VP of Sales & Marketing - Worked with the Marketing departments and Channel partners to analyze market research and create impactful promotions and sales materials - Maintained responsibility for organizing/ planning/ executing weekly sales teams meetings both for IRON Solutions as well as with Channel partners
Cornwall Centre (Cadillac Fairview Corp)Marketing & Guest Services Manager
Aug. 2001 - Aug. 2003- Created and executed numerous promotional campaigns; highlighted campaigns and outcomes included: "Cool, Classic Christmas at Cornwall Centre" campaign which increased traffic counts when other Centres suffered decreased; and the "Regina's Bachelor" campaign which dramatically increased awareness of Friday night operating hours and increased traffic well beyond the target 5%, up approximately 30% on opening night - Initiated the development and enhancement of partnerships in the community and with media; as demonstrated by leveraging the University of Regina and Armed Forces/Vets partnerships to create goodwill in the community, increase traffic in the shopping centre, and increase awareness of our partners' causes through media coverage and facility use - Introduced new events and programs to distinguish Cornwall Centre from its competitors: Regina Downtown Christmas Kickoff, Agribition Shopper Shuttle, Grinch story time, and renovated/redecorated Santa House - Maintained responsibility for developing budget plans and ongoing budget management (budget reflecting ~$500K for both Marketing and Guest Services departments) - Served as an integral leader of implementation, installation, and execution of new parking system at Cornwall Centre parkades - Provided training & support (materials and in-person) to both staff and customers and provided ongoing technical support and troubleshooting - Managed a team up to 13 members: recruited, trained, coached, and managed performance - Created Superior Customer Service Workbook and training program that established higher service standards for all property teams; initiative was highly successful and ensured consistent level of superior customer service throughout a guest's experience on site - Created/co-managed customer service based employee recognition and reward program which was subsequently used as resource for establishment of employee reward program for all Cadillac Fairview properties
Sutton Place Hotel VancouverLe Spa
Jan. 1993 - Dec. 1995Vancouver, Canada Area
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