Track Record
Nine years of enterprise SaaS outcomes.
Across MedTech, healthcare technology, and complex B2B environments — organized by where the leverage was created.
01 — Retention & Customer Success
Keeping every account renewed, expanding, or acquiring.
- Maintained 100% renewal rate across all managed accounts; full portfolio mid-expansion or mid-acquisition at point of departure
- Achieved ~80% platform adoption across enterprise accounts through structured implementation oversight and stakeholder training
- Rescued an at-risk client relationship facing breach of contract claim — rebuilt trust, simplified processes, and converted a disengaged business unit into a new deployment
- Boosted add-on project profitability from -52% to +40% through improved scoping and spend tracking
02 — Revenue Expansion & New Business
Closing the deals and engineering the white space.
- Closed $2M+ in new ARR across 7 enterprise accounts in 2 years while simultaneously owning post-sale success for the full portfolio
- Generated $270K+ in expansion ARR through product modularization, creating white space that didn't previously exist
- Expanded new vertical to $1M ARR with an additional $2M in pipeline
- Led the company's two fastest-ever enterprise closes (~4 months and ~6 months vs. ~11-month average) through multi-threaded champion cultivation
03 — Org Design & Team Building
Building the teams that scale post-sale.
- Built CS function from scratch at Movemedical — from one loosely defined role into 5 specialized teams (PM, CSM, Solutions Consulting, Training, Support)
- Unified 3 BD business units into a single center of excellence, eliminating redundant processes
- Led team of 8 in implementation, raising employee satisfaction score to 90%
- Trained new AEs to $3M in pipeline and the company's fastest close for a new hire
04 — Operations & Process
Turning chaos into compounding systems.
- Achieved 140% improvement in on-time software delivery by deploying scrum methodology across the implementation team
- Secured $5M in internal funding across 3 divisions by building champions in IT, Operations, Sales, and Compliance and presenting a cross-divisional business case to executive leadership
- Negotiated 52% reduction in a multi-million-dollar licensing contract by restructuring scope and developing a modular pricing model
- Reduced forecasted inventory waste by $7M YoY through a new inventory management program at BD
05 — AI & Tooling
AI fluency — building ecosystems, not just using tools.
AI is not just using tools or understanding the news, it's about building an ecosystem with them. My focus is on orchestration: designing systems where multiple AI agents work in concert, each handling a specialized task, coordinated by a central layer that manages the flow. The goal is to move from doing individual tasks faster to running entire workflows autonomously.
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