I help SaaS and enterprise companies turn new customers into long-term, expanding accounts by owning the full post-sale journey, from onboarding through renewal. With 3+ years of experience spanning enterprise sales at Dell Technologies and customer success at 8am, I specialize in building genuine relationships with clients, understanding their real needs through discovery, and translating that into retention, adoption, and revenue growth.

I bring a consultative, data-driven approach to every account. Rather than treating churn risk as a fire to put out, I dig into what's actually going on and build a solution around the client's real environment, not just their stated request. That approach turned a law firm ready to cancel into a fully retained, expanded customer within 30 days, and a security services client set on switching vendors over price into a $75K renewal once I addressed the real gap in their coverage.

Client Onboarding & Training Guide new clients through structured onboarding, including hands-on platform walkthroughs and recurring training sessions until they're fully self-sufficient. Drove a 90% onboarding completion rate against a 40% company average, with 100% retention of every client who completed onboarding.

Account Management & Retention Strategy Own the full client relationship post-sale, identifying risk early and building retention plans around each account's specific goals. Lead QBRs and proactive check-ins using data to demonstrate ongoing value and uncover expansion opportunities before renewal season.

Discovery & Consultative Selling Run discovery conversations to understand a client's actual needs, not just their stated request. Turn objections and cancellation risk into retained, expanded relationships, including a $90K renewal that grew into a $300K, multi-year partnership after uncovering an unaddressed security gap.

SOP Creation & Team Training Build documentation and training programs that help teams ramp faster and work consistently. Created a full resource library at 8am, including best practices guides, a Salesforce reference guide, and industry-specific onboarding materials, within my first 3 months. As the data protection specialist for my Dell territory, regularly presented to account executives on industry trends and emerging opportunities, and trained channel partners on solution alignment to expand joint opportunities.

Reporting & Business Reviews Build TCO comparisons, current-vs-proposed-state proposals, and QBR decks using data to tell a clear story. Track account health metrics and forecast renewal risk ahead of budget cycles.

Cross-Functional Collaboration Bring customer feedback directly to product teams to influence the roadmap. Partner with sales, finance, and technical teams to deliver a seamless customer experience from pre-sale through renewal.

200+ accounts managed across enterprise, commercial, and public sector

$30M+ pipeline managed

$3M+ revenue closed

90% onboarding completion rate (vs. 40% company average)

100% retention of onboarded clients

Tools & Platforms Salesforce, Shopify, Stripe, Microsoft 365, Google Suite, Monday.com, Calendly, Outreach, Zoom, Slack, Notion