As a commercially minded Customer Success leader and Technical Account Manager and, I bring 7+ years of experience at the intersection of product, operations, and client success—primarily within SaaS, fintech, and private securities. I excel at translating complex technical and regulatory requirements into actionable business value, driving operational excellence, and delivering measurable revenue growth.
My background spans the full customer lifecycle—from pre-sales solutions and onboarding to implementation, adoption, and expansion. I build tailored customer roadmaps and thrive on aligning product capabilities with real business goals, ensuring seamless journeys from initial engagement to long-term advocacy.
Key strengths:
-Acting as the strategic bridge between technical/product teams and customers to deliver exceptional onboarding and value realization, especially in compliance-driven industries
-Managing complex technical integrations and optimizing operational workflows for faster time-to-value
-Partnering with sales and product to drive expansion, consistently exceeding revenue and retention targets
-Negotiating contract terms that align commercial outcomes with customer needs
-Leveraging data to identify churn risks and growth opportunities, improving both product and customer experience
-Leading cross-functional initiatives to solve problems, reduce friction, and scale best practices
I’m passionate about empowering clients through technology that addresses real-world challenges in regulated industries. Currently open to new opportunities in Technical Account Management, Customer Success, or Solutions roles—especially within high-growth, mission-driven organizations.
Outside of work, I’m an avid outdoors enthusiast, ballet dancer, and lifelong learner with a strong passion for cross-cultural connection.
Let’s connect if you’re looking for someone who combines a strategic, data-driven mindset with hands-on experience in SaaS, fintech, and financial services—or if you just want to exchange notes!More...